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Industry reading

The shift is well-documented.

We didn't invent this trend. McKinsey, Stripe, Google, and Shopify are all saying the same thing. Here's what they're publishing — and why it matters for your brand.

01 / McKinsey & Company

October 2025

The Agentic Commerce Opportunity

How AI agents are ushering in a new era for consumers and merchants.

McKinsey forecasts $3–5 trillion in AI-influenced commerce by 2030. This is the market we’re building for — brands that invest in agentic commerce infrastructure now will capture outsized value as AI-assisted shopping goes mainstream.

Read the full article

mckinsey.com

02 / Stripe

September 2025

Stripe Powers Instant Checkout in ChatGPT

Releasing the Agentic Commerce Protocol, co-developed with OpenAI.

The payment rails for AI-native commerce are live. Checkout now happens inside the conversation — no redirects. Brands need to be there with the right product data when the agent decides to recommend.

Read the full article

stripe.com

03 / Google

January 2026

The AI Platform Shift and the Opportunity Ahead for Retail

Introducing the Universal Commerce Protocol at NRF 2026.

Google’s CEO keynoting the world’s biggest retail conference to announce an AI commerce protocol is a signal that can’t be ignored. UCP is open, which means brands can integrate — but the protocol is complex. That’s where Kinect comes in.

Read the full article

blog.google

04 / Shopify

December 2025

Sell Your Products Everywhere AI Conversations Happen

Agentic Storefronts: your catalog on ChatGPT, Perplexity, and Copilot.

Shopify is making multi-platform distribution table stakes for its merchants. For enterprise brands not on Shopify — or who need deeper control over how their products are recommended — Kinect provides the same capability with full brand control.

Read the full article

shopify.com

05 / OpenAI

September 2025

Buy It in ChatGPT: Instant Checkout

New ways for people, AI agents, and businesses to shop together.

OpenAI launched native checkout inside ChatGPT — 50 million shopping queries a day, now with a buy button. Etsy’s stock jumped 16% on the announcement. This is the moment shopping moved inside the conversation, and brands that aren’t there are invisible.

Read the full article

openai.com

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