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Agentic commerce is shifting e-commerce from human-driven discovery to AI-agent-driven transactions, potentially disintermediating traditional search and advertising platforms. This structural change requires e-commerce infrastructure to support machine-to-machine interactions.

Impact: Companies that fail to adapt to agentic commerce may lose market share to AI-native platforms, while those that integrate early can capture new revenue streams.

— from Shopify, Moderna, and Agentic Commerce Shifts · Motley Fool Money· Feb 12, 2026