Stripe's Agentic Commerce Suite enables merchant checkout inside Google Gemini and AI Mode.
PYMNTS— A weekly publication —
Agent and LLM discovery of products: ChatGPT shopping, Google AI Overviews carousels, Shopify's agent-readable product feed format. Convergence on a single feed standard is unsettled — Schema.org has competing drafts under dispute.
Stripe's Agentic Commerce Suite enables merchant checkout inside Google Gemini and AI Mode.
PYMNTSOpenAI retires its centralised merchant-of-record approach after poor merchant onboarding; pivots to brand-native apps inside ChatGPT with Shopify, Etsy, and Walmart.
CNBCGoogle enables Direct Offers, Business Agent chat, and sponsored formats inside AI Mode Search; Etsy and Wayfair items become purchasable inside Gemini without leaving Google.
BloombergProduct discovery feature powered by a reinforcement-trained GPT-5 mini variant achieves 52% accuracy on multi-constraint queries; available free to all logged-in users.
OpenAIPerplexity releases US shopping agent with real-time merchant catalog browsing and PayPal Instant Buy checkout inside search results.
CNBCAgent Ready and Store Sync tools let merchants accept payments on AI surfaces and make product data discoverable across channels including Perplexity; one integration covers multiple AI shopping surfaces.
PayPal NewsroomStudy forecasts up to $1 trillion in US B2C retail and $3–5 trillion globally redirected through agentic commerce by 2030, comparing the shift to the mobile era.
McKinsey & Company