Agentic thought for the day. Who enjoys the chaos of agentic commerce today? Merchants (without a doubt), as they get a lift from agent-led sales, keep control of checkout and pay nothing for the service.

The impact? Google's ad revenue, Ad Exchange/DSP pricing, ...etc. https://www.cnbc.com/2026/11/01/ai-meta-ads-google-search.html

Google has thoughtfully constructed a model with AP2, UCP and DPCs that would enable economics and fix the issue; the problem is that their model only really fixes it for them as the center of all orchestration. Amazon has a walled garden; Google has a strong, tech-led vision; and both compete in an environment where other AI agents operate for free, with no complexity.