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Google's new AI-driven Universal Commerce Protocol sets a standard for AI shopping assistants, aiming to reshape e-commerce and secure advertising dominance amid rising AI automation threats.
Amazon faces risks from agentic commerce that could reduce its retail dominance and ad revenue, but internal AI tools like Rufus and Alexa+ offer growth potential amid uncertain monetization.
Amazon's AI shopping assistant Rufus drives over $10B incremental sales with 250M active users, boosting purchase likelihood by 60%. Walmart tests AI ads with Sparky, but engagement remains low.
Amazon filed a lawsuit against Perplexity AI for covertly accessing its customer accounts via its Comet AI shopping agent, alleging security risks and degraded shopping experiences, while Perplexity …