Amazon is suing Perplexity because its AI agent can autonomously log into user accounts and make purchases. This isn't just a legal spat over terms of service; it's the first major corporate conflict over AI agent-driven commerce, foreshadowing a future where brands must contend with non-human customers.
Influencing $3 billion in Black Friday sales, AI shopping agents automate both product discovery and price hunting. This ushers in an era of "self-driving shopping" that forces radical price transparency on retailers, as AI can instantly find the absolute cheapest option online for any product.
As consumers delegate purchasing to personal AI agents, marketing's emotional appeals will fail. Brands must prepare for a "Business-to-Machine" (B2M) world where algorithms evaluate products on function and data, rendering decades of psychological tactics obsolete.
As users delegate purchasing and research to AI agents, brands will lose control over the buyer's journey. Websites must be optimized for agent-to-agent communication, not just human interaction, as AI assistants will find, compare, and even purchase products autonomously.
The next frontier in e-commerce is inter-company AI collaboration. A brand's AI will detect an opportunity, like a needed digital shelf update, and generate a recommendation. After human approval, the request is sent directly to the retailer's AI agent for automatic execution.
Managing human identities is already complex, but the rise of AI agents communicating with systems will multiply this challenge exponentially. Organizations must prepare for managing thousands of "machine identities" with granular permissions, making robust identity management a critical prerequisite for the AI era.
Recent security breaches (e.g., Gainsight/Drift on Salesforce) signal a shift. As AI agents access more data, incumbents can leverage security concerns to block third-party apps and promote their own integrated solutions, effectively using security as a competitive weapon.
Organizations must urgently develop policies for AI agents, which take action on a user's behalf. This is not a future problem. Agents are already being integrated into common business tools like ChatGPT, Microsoft Copilot, and Salesforce, creating new risks that existing generative AI policies do not cover.
To enable agentic e-commerce while mitigating risk, major card networks are exploring how to issue credit cards directly to AI agents. These cards would have built-in limitations, such as spending caps (e.g., $200), allowing agents to execute purchases autonomously within safe financial guardrails.
Agentic AI will evolve into a 'multi-agent ecosystem.' This means AI agents from different companies—like an airline and a hotel—will interact directly with each other to autonomously solve a customer's complex problem, freeing humans from multi-party coordination tasks.
The future of AI is not just humans talking to AI, but a world where personal agents communicate directly with business agents (e.g., your agent negotiating a loan with a bank's agent). This will necessitate new communication protocols and guardrails, creating a societal transformation comparable to the early internet.