Keep pulling the thread on Sudip Mazumder.
Google's strategy in agentic commerce is positioning the company to compete directly with Amazon as a primary transactional channel.
Gap has partnered with Google to use the Gemini AI model as a transactional channel, moving beyond its use for just product discovery.
Gap is already seeing a significant number of impressions from its new e-commerce experience integrated with Google's Gemini.
Google is integrating loyalty program data into its agentic commerce protocol, allowing retailers to identify customers during transactions.
Marketplace provider Mirakl is developing tools to augment product catalogs specifically for agentic e-commerce platforms.
Mirakl is building partnerships with AI-powered "answer engines" to help drive transactions for its marketplace sellers.
Sudip Mazumder predicts that Google will likely be one of the ultimate winners in the agentic commerce market.
OpenAI has strategically withdrawn from enabling direct transactions within ChatGPT, positioning it as a product discoverability channel instead.