Claude throws a big curveball coming into Holiday 26 *PLUS* Adobe drops a ton of great datapoints on AI traffic growth and it's time to update ourAgentic Commerce Autonomy Tracker.
Claude's product cards make one thing clear: there is significant opportunity for AI recommendation through implementing search strategy in product catalogues.
Preplexity pulling product cards while raising $200M for Comet & shipping the Computer agent doesn't convince me they're leaving commerce. Looks more like a move upstream of whoever closes the sale.
Extrapolate to when the whole UX within Claude is as beautiful as the best merchant website/ app, Claude can easily become the new "agent platform", process payments and paying onto millions of merchants. It can easily disintermediate the merchants from the consumer checkout, as well as their payment processors.
Good read.
Claude's product cards make one thing clear: there is significant opportunity for AI recommendation through implementing search strategy in product catalogues.
We discussed this in more detail here:
https://thisishardline0.substack.com/p/your-product-catalogue-is-not-just
Preplexity pulling product cards while raising $200M for Comet & shipping the Computer agent doesn't convince me they're leaving commerce. Looks more like a move upstream of whoever closes the sale.
Extrapolate to when the whole UX within Claude is as beautiful as the best merchant website/ app, Claude can easily become the new "agent platform", process payments and paying onto millions of merchants. It can easily disintermediate the merchants from the consumer checkout, as well as their payment processors.