Thread

1. simianwords · 1790012069 · focus · HN ↗

   There's a lot to discuss here - agentic commerce, IMO, is where things are heading. I'm completely convinced that people _want_ to shop using agents. But I want to understand the dynamics at play here: will underlying inventory providers like Amazon give up control and allow agents to use their website?

   I find this question very interesting and I want to predict where things will head. On one hand Amazon has a lot to lose by giving up control on how their website is used. Ideally they'd like to control the full end to end experience. What happens to the work they put in their UI? All those endless A/B experiments to make the buttons look perfect?

   But on the other hand - this is where things are heading. They can't stop agents from using their website. Not for long. And they have a lot to gain because overall purchases will increase since. They can accept it and create a plugin and try to offer as much "branding" as possible inside it. Or they can completely go against agents and block it.

   Then you have to wonder, what really is the moat here? Amazon's logistics and its relations with partners and customers (return policy etc) and the trust it brings. The UI part dissolves and is no longer important.

   Maybe they want only an allowed list of agents access to Amazon? Maybe that's where things are heading? They sign deals with maybe just OpenAI (for example)? Its not like Amazon makes their own agent + model. I would hate it things fragment this much.

   1. majorchord · 1790012255 · focus · HN ↗

      Anything is possible I suppose... I don't see a path that leads to Amazon actually further controlling the shopping experience inside a browser (where a local agent might have control that they can't reliably detect), short of forcing users into some kind of hardware-based attestation solution or something, but even that is not foolproof.

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