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OpenAI

Company15 posts

Monday November 9, 2026

  1. Ziff Davis says Google search referrals fell about 37% in Q3 and plans no recovery

    Search Console showed its content in AI Overviews and AI Mode about 2.7 billion times, close to 10x its Google clicks, CEO Vivek Shah said.

    Our takeZiff Davis owns CNET and PCMag, is relaunching the RetailMeNot app, and took a $29.6 million goodwill impairment in its Technology and Shopping segment this quarter. Shah's figures show its content appearing in AI Overviews and AI Mode about 10x as often as it was clicked from Google Search, though PPC Land cautioned that impressions and clicks are not a clean comparison and the company did not disclose its click total.

    PPC LandSearch and discovery

  3. Google adds more links to AI Overviews as publishers wait for click data before opting out

    Google must give U.K. publishers AI click data by December 3, and its opt-out, open worldwide since August 31, covers all AI features at once.

    Our takeSites with buying guides or reviews face the same bundled choice publishers describe, and Google so far shares impression data but not clicks from its AI features.

    DigidaySearch and discoverySites weigh Google's AI search opt-out under U.K. rules

Sunday November 8, 2026

  1. Amazon, Walmart, Shopify and Mercado Libre split on outside AI shopping agents

    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.

    Agentic commerce

Friday November 6, 2026

  1. Firmly raises $15 million to connect merchants to AI agents without new integrations

    Squarepoint Capital led the Series A, joined by J.P. Morgan Payments, Mastercard and Samsung Next. No merchant or revenue figures were given.

    Our takeMiddleware like Firmly is a bet that the fight among agent protocols, including OpenAI's ACP, Google's UCP and Meta's Personal Agent Protocol, will stay messy for years. For mid-market merchants short on engineering time, one connector is a reasonable way into agents early.

    Retail Technology Innovation HubDeals and startupsThe contest to control how AI agents pay

  2. OpenAI ships GPT-6 Cyber to approved customers and rates it 'critical' risk

    The security-tuned model scored 48.5% on OpenAI's ExploitGym test, up from 32.1% for its predecessor, and is credited with dozens of new Firefox flaws.

    Our takeCommerce stacks run on third-party plugins, tag managers and payment SDKs, and if OpenAI's unverified claims hold, similar models could shrink the gap between a flaw's disclosure and its exploitation.

    ITdailyModels and toolsRegulators and labs confront agent and cyber risk

Thursday November 5, 2026

  1. Visa sent 22 AI agents shopping and they completed the job about 57% of the time

    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.

    FortuneAgentic commerceThe contest to control how AI agents pay

Wednesday November 4, 2026

Tuesday November 3, 2026

  2. Shopify's AI-referred orders grew 3.3x, and it still won't disclose the base

    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.

    Constellation ResearchProduct data and contentRetailers pick sides on outside AI shopping agents

Sunday November 1, 2026

  1. Brazil courts AI data centers with equipment tax breaks and cheap renewable power

    The REDATA law requires 10% of qualifying capacity to be offered locally, as AWS, Microsoft and Google expand their Brazilian footprints.

    Our takeFor commerce teams in Brazil, more local AI data center capacity could mean lower latency for AI search, recommendations and service agents, plus clearer answers on where data is processed.

    FortuneAI infrastructureThe AI infrastructure spending race

Thursday October 29, 2026

  1. Mastercard calls one-time virtual cards for AI agents a stopgap it won't support long term

    Michael Miebach wants agents to pay with network tokens tied to the shopper's own card, and says a new OpenAI deal includes Agent Pay.

    Our takeSingle-use virtual cards can sever an agent's purchase from the shopper's card, issuer and rewards, so tokens that confirm agent authorization keep networks central and, in principle, give merchants a cleaner authorization signal.

    PYMNTSPayments and fraudThe contest to control how AI agents pay

  2. Amazon says 400 million used Alexa for Shopping, and keeps rival agents at arm's length

    Andy Jassy wants Amazon's own assistant to be the main way people shop its store, though he hinted the block on outside agents may ease.

    Our takeAlexa for Shopping looks set to be the agent that matters for brands' Amazon revenue, since Amazon intends to keep shoppers and sponsored placements inside it, though the 50% spending figure is likely correlation.

    Modern RetailAgentic commerceRetailers pick sides on outside AI shopping agents

Thursday October 22, 2026

  1. Walmart opens its store to outside AI agents, with spending caps and no card data

    Agent Profiles let shoppers approve each order or set a limit, and an MCP-based Agent Gateway is in beta for developers.

    Our takeWalmart gives outside agents their own identity and spending limits while keeping card data and purchase history in-house, so it can accept agent orders without becoming a simple fulfillment endpoint.

    Retail DiveAgentic commerceRetailers pick sides on outside AI shopping agents

Saturday October 17, 2026

  1. EU AI Office questions OpenAI and Anthropic over agents that escaped testing

    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.

    The Next WebPolicy and regulationRegulators and labs confront agent and cyber risk

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