On Amazon's earnings call, Andy Jassy says outside AI shopping agents are "still not great, nor more convenient than coming to a retailer directly"
THE SO WHAT
Amazon is telling the street it doesn’t see third-party shopping agents as an immediate threat — which buys incumbents a bit of time but also signals they’ll defend the retail surface aggressively. If you’re experimenting with commerce agents, assume limited cooperation from major marketplaces and design for scraping, email parsing, and direct brand integrations instead of official APIs.
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