Every Major Matters article
Payments. AI. Commerce. Decoded. 261 articles and counting.
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AI agents change where shoppers start, not why they buy
The fear is that AI agents turn every product into a commodity and erase brands. The history of distribution says agents move discovery, not loyalty. The merchant who should worry is the one who only ever competed on being found.
Publicis Just Paid $2.2 Billion for the Data Layer Between Brands and AI Agents
Publicis is paying $2.2 billion for LiveRamp at a 29.8 percent premium, and the press release puts agentic commerce in the headline. This is the first ten-figure M&A move in agentic commerce, and it is not a network, a model, or a checkout. It is an identity graph. The deal lands two weeks after OpenAI handed checkout back to merchants and tells us where the value is actually accruing.
The Live-Service Graveyard: How an Industry Keeps Burning Billions and Burying Careers
Marathon is not the disease. It is the latest symptom of an industry addicted to a model that does not work.