Four large platforms have taken different positions on letting outside AI agents reach their catalogs and checkout. This explains what each model means for discovery, payment data and product feeds.
Our takeAgent visibility on Amazon and Mercado Libre runs through their own listings and ads for now, while Walmart and Shopify reward product data that outside agents can read.
Across 330 test runs buying TVs, laptops and hair tools, the best agents hit 82% while the five cheapest models averaged 50%.
Our takeVisa has its own stake in how agent shopping is framed, but the failure patterns still matter: agents often bought the wrong product or never asked about requirements like return windows and compatibility.
Q3 revenue rose 45% to $13.4 billion, and Anthropic, Meta, Microsoft, OpenAI and Oracle brought their first Helios racks online.
Our takeCommerce teams pay for AI inference, and a second chip supplier shipping at scale to Anthropic, Meta, Microsoft, OpenAI and Oracle could help ease GPU and token prices over time.
Q3 revenue rose 32% to $3.74 billion as Shopify pushed its Catalog and Shop Pay wallet into a growing list of third-party AI agents.
Our takeShopify did not disclose the base behind its 3.3x AI order growth, so the more useful signal is Finkelstein's claim that Catalog-powered searches convert at twice the rate of general AI search.
Requests for information cover sandbox security, outside evaluation and usage monitoring after a summer of agent containment failures.
Our takeMost commerce companies won't hear from the AI Office directly, but its questions to OpenAI and Anthropic on security, external evaluation and usage monitoring are likely to show up in vendor reviews. Retailers running agents that touch customer accounts, payments or supplier systems should be ready to answer them too.