Overview
- OpenAI and Stripe’s Agentic Commerce Protocol now enables instant Etsy checkout inside ChatGPT, with access to more than a million Shopify merchants slated to follow.
- Walmart is already seeing about one in five referral clicks originate from ChatGPT, signaling a rapid shift of discovery and transactions into conversational agents.
- Visa launched its Trusted Agent Protocol to authenticate AI-driven purchases and reduce fraud, with plans to extend compatibility beyond the Visa network.
- Industry figures indicate a 4,700% year-over-year jump in AI-driven retail traffic and strong gains in engagement and conversion for high‑consideration purchases.
- Analysts warn that agentic shopping requires deep access to personal data and can narrow visible options, raising concerns over privacy and recommendation transparency.