4. The Great Agentic Commerce Discussion, featuring Andrew Lipsman
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4. The Great Agentic Commerce Discussion, featuring Andrew Lipsman
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About this listen
Myles wrote a piece saying agentic commerce is coming fast. Andrew Lipsman rebutted, calling it a "collective hallucination." The discussion got interesting, so we brought it to the podcast.
This week, hosts Shiv Gupta and Myles Younger sit down with Andrew Lipsman, Independent Analyst & Consultant in Retail Media, to hash out whether AI agents shopping on our behalf is real, or just another overhyped trend like Facebook Shops and Google Shopping.
They also dig into Disney's $1B OpenAI bet (licensing Mickey Mouse to Sora), Criteo piping commerce data into LLMs, Google bringing ads to Gemini in 2026, and the big question: if agentic commerce takes off, does retail media collapse?
The episode ends with "Convince Me," where each gets 60 seconds to sell the other. Good stuff. You don't want to miss it.
New episodes every Monday.