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36Kr · AI

The agents helping users snag iPhone foldables are shaping the future of e-commerce in the AI era

Shopping agents such as Meta's Muse and xAI's Grok Bot snapped up inventory during the iPhone Duo pre-order; Amazon banned external agents on the grounds of violating its terms of use, while Shopify chose deep collaboration with Muse. Shopify disclosed that in the first quarter of this year, orders driven by AI search grew nearly 13-fold year over year and AI-driven store traffic grew 8-fold, but in the second quarter these two multiples fell back to 3-fold, and agentic commerce transaction volume remains very small relative to the platform's GMV. The article argues that Amazon guarding its advertising shelves and Shopify building an open pipeline are the most rational choices for each of the two business models, and outlines the position of the UCP protocol, Shopify Catalog and Shop Pay in agent transactions.

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