Mercado Libre keeps its inventory away from outside AI shopping agents, for now
CEO Ariel Szarfsztejn is betting on an in-house shopping agent, while Q3 operating margin slid to 6.3% on heavy investment.
Our takeMercado Libre says it will not, for now, supply inventory to external AI shopping agents, keeping customer data and search ad revenue in-house. Its own search and agent become the main route to discovery on the platform.