AI Commerce

Google is testing direct Flipkart checkout in Gemini and AI Mode for some Indian shoppers, signaling a push from AI shopping search toward transactions.

Stripe president says AI agents could replace checkout pages, pointing to a commerce model where software handles discovery, payment, and purchasing.

Adobe data shows AI-directed shoppers had 40% better purchase conversion than non-AI channels during Prime Day, with $26.4B in total online sales up 9.3% YoY.