Discussion

• @sundarpichai Sundar Pichai on x

  AI agents will be a big part of how we shop in the not-so-distant future.  To help lay the groundwork, we partnered with Shopify, Etsy, Wayfair, Target and Walmart to create the Universal Commerce Protocol, a new open standard for agents and systems to talk to each other across e…

• @benjamindekr Benjamin De Kraker on x

  Wait... so Stripe has Agentic Commerce Protocol (ACP), designed for AI agents. They collaborated with OpenAI on it. But now Shopify has Universal Commerce Protocol (UCP), designed for AI agents They collaborated with Google on it. Both are huge brands. Who wins this?

• @saboo_shubham_ Shubham Saboo on x

  Google just opensourced Universal Commerce Protocol. AI Agents can now discover products, fill carts, and complete purchases autonomously. Works with Agent2Agent (A2A), Agents Payment Protocol (AP2) and MCP. 100% Opensource. [image]

• @nischalshetty Nischal on x

  Seems like everyone will have personal shoppers soon. Just tell AI to buy and it will do that for you. Crypto payments would still be the easiest to make this happen. Give the AI agent access to a wallet and just refill that wallet when needed.

• @igrigorik Ilya Grigorik on x

  Foundation for agentic commerce, done right. UCP models core functions of commerce. Capability extensions let you bring your own — UCP is extensible by design, because commerce is an ever-evolving bazaar. Two-sided payment negotiation: merchant PSPs, buyer preferences,

• @tobi Tobi Lutke on x

  Shopify is building the foundation for agentic commerce.  Universal Commerce Protocol, which we co-developed with Google, is now live.  UCP will make it faster for agents and retailers to integrate.  It's open by default, so platforms and agents can use UCP to start transacting w…

• @kukac24 Adam on x

  the agentic internet is coming faster than most realize. but notice what's still missing from announcements like this: who controls the agent's memory? who verifies it's actually getting you the best deal vs. optimizing for partner margins? the protocol layer is necessary, but

• @zephyr_z9 @zephyr_z9 on x

  Look at the growth, anon Retail is nearly 1/10th of the total tokens processed [image]

• @the_ai_investor @the_ai_investor on x

  Google partnered with Shopify, Etsy, Wayfair, Target and Walmart to create the Universal Commerce Protocol, a new open standard for agents and systems to talk to each other across every step of the shopping journey. And coming soon, UCP will power native checkout so you can buy

• @natejhake Nate Hake on x

  This right here is what the AI hype is *really* about: AI is a way for platform monopolists to extract rent on literally every online transaction.

• @omuinetimi Omu on x

  This is basically what perplexity was trying to do and Amazon shoved them away. Although their approach was more or less scraping. Still, Google is big enough to rally supporters from everyone so that checks out. Perplexity is in trouble.

• @aleyda Aleyda Solis on x

  📣 Google is launching UCP, a new open standard for agentic commerce and AI tools ... that will soon power a new checkout feature on eligible Google product listings in AI Mode in Search and the Gemini app 👇 * Google is launching the Universal Commerce Protocol (UCP), a new [image…

• @0xsammy @0xsammy on x

  Coinbase: x402 for Agentic Commerce Google: “hold my beer” Enter: Universal Commerce Protocol plugged into the largest retail shopping businesses in the world. Irrespective of who is building the agentic commerce rails, there's one thing for certain; AI agents will become an

• @gammichan @gammichan on x

  Why bother convincing someone to buy something via an ad when you can just make their AI agent buy it instead?

• @mindset4money_x @mindset4money_x on x

  Sundar is basically explaining a portion of the $META bull thesis here. “AI agents will be a big part of how we shop in the not-so-distant future.” Now imagine those agents living natively inside IG, FB, WhatsApp and Messenger. The agent handles the discovery, negotiation, and

• @rohanpaul_ai Rohan Paul on x

  Google introduced the Universal Commerce Protocol, or UCP, a new open standard for AI agent shopping. It is meant to let an agent move from finding items to paying and getting support, without custom integrations everywhere. UCP is open-source and vendor-agnostic, developed in [i…

• @mweinbach Max Weinbach on x

  Apple needs Apple Pay hooks into this quickly, so agents can forward to your phone easily with it I like Google Pay a lot, but doesn't *always* (just sometimes) uses credit card tokenization. Credit card tokenization is a must with agentic commerce imo

• @jonkarolczak @jonkarolczak on x

  Big news. Interested to see how Amazon reacts tomorrow. If my Gemini agent can create a shopping list, search for the best prices, and run the purchases, do I need my Amazon account?

• @owenslindsay1 Lindsay Owens on x

  They'll be working with some of the biggest names in retail to swap data & train their algorithm into a price gouging behemoth. Companies like Lowe's, Michael's, and Reebok have already signed on to the pilot. Fasten your seatbelts for the next phase of surveillance pricing. 2/2 …

• @theakcube Kishore Kumar on x

  The ad-free LLM era lasted from 2022 to early 2026. A respectable run.

• @andrewcurran_ Andrew Curran on x

  Retail usage on Google Cloud grew 11x in the last twelve months. In the near future advertising will begin to directly target agents. Your model of choice will increasingly influence your household spending. [image]

• @cyntro_py Stepan on x

  Google announced “robots.txt” for agentic payments: https://developers.googleblog.com/ ... implementation looks interesting! i can see myself paying $10/mo for an agent that spends ~10M tok/mo on disputes with my telecom provider via /dispute and /refund endpoints :D [image]

• @owenslindsay1 Lindsay Owens on x

  Big/bad news for consumers. Google is out today with an announcement of how they plan to integrate shopping into their AI offerings including search and Gemini. The plan includes “personalized upselling.” I.e. Analyzing your chat data and using it to overcharge you. 1/2 [image]

• @bigmeaninternet Malcolm Harris on x

  Hmm why would I want “my” “agent” collaborating with retailers for “intelligent upselling”? [image]

• @joyoftech @joyoftech on bluesky

  Shop 'till you bot! www.geekculture.com/joyoftech/ jo...  [image]

• @benmullin Ben Mullin on x

  shot/chaser [Image 1 & 2 of Google saying no current plans for ads in Gemini, Image 3: FT headline “Google introduces personalised shopping ads to AI tools “]

• @adsliaison @adsliaison on x

  Today we introduced Direct Offers—a new way for shoppers to find exclusive deals in AI Mode.  🛍️ Advertisers should think of Direct Offers less like a standard ad and more like a salesperson negotiating a deal on your behalf.  It allows you to offer special discounts to high-inte…

• @vidssrinivasan Vidhya Srinivasan on x

  Just announced today at #NRF2026: we're introducing new agentic AI innovation to make shopping more seamless. Real, helpful tools that make the entire shopping journey easier for both shoppers and retailers. This is just the beginning. 🧵 1/4 [video]

• @eric_seufert Eric Seufert on x

  @BenMullin AI Mode is distinct from the Gemini app.

• @saffship @saffship on bluesky

  ugh.  don't need this shit.  it's hard enough to comparison shop bunion pads on amazon, this won't help.

• @ianandrewsdc Ian Andrews on x

  “Shop Pay is built-in” <- probably the most important part as it will get the average consumer over the concern of putting credit cards into an LLM

• @rihardjarc Rihard Jarc on x

  $GOOGL partnering with retailers $SHOP, $ETSY, $W, $TGT, and $WMT to create the Universal Commerce Protocol for AI agents. $GOOGL also shared a chart of GCP Vertex AI token consumptions for Retail clients. It went from 8.3T a year ago to +90T (11x YoY) in December. But looking [i…

• @ai_for_success AshutoshShrivastava on x

  Google Launches Universal Commerce Protocol for Agentic Shopping TLDR : Google new UCP is an open standard that lets AI agents handle the full shopping journey across discovery, checkout, and post purchase. It powers agentic checkout on Google, branded retailer agents, and new [v…

• @antoniogm Antonio García Martínez on x

  Whoever builds the ability to boost your product's ranking within the agent's reasoning via a marketing budget, or to tailor user offers to the agent's owner based on personal data, will be the next Google.

• @eric_seufert Eric Seufert on x

  All of this is a precursor to ads. The challenge of commerce is not, “how can I source product information into a feed?” It is: “How can I choose which among many competing products to source into a feed?” The mechanism that facilitates that is an auction.

• @boringmarketer @boringmarketer on x

  This is going to usher in a new era of marketing opportunities

• @jadecole2112 Jade Cole on x

  @Dr_Gingerballs These intelligent machines need <checks notes> deterministic protocols?

• @dr_gingerballs @dr_gingerballs on x

  This is evidence they can't get agents to work. Do you know why?

• @stocksavvyshay Shay Boloor on x

  This looks like $GOOGL positioning Gemini as the transaction layer of agentic commerce with $SHOP providing the rails that let millions of merchants be instantly purchasable by an AI agent. [video]

• @varunram Varunram Ganesh on x

  One of the big things people don't get about Ads in LLMs is we're still in the wild west era. Every lab is going to come up with its own protocol - think MCP, Agentic Commerce Protocol, Universal Commerce Protocol, and 10 different variants from the other labs. There's going to […

• @aripap Ari Paparo on x

  This seems very important from Google. First real agentic ad unit at scale. The offer in the ad is only offered when the agent thinks it will convert.

• @zephyr_z9 @zephyr_z9 on x

  Now we are talking The adoption will be massive

• @ai_for_success AshutoshShrivastava on x

  Gemini API usage went up from 8.3 trillion to over 90 trillion monthly tokens in a year on Vertex AI from retail customers alone. That is more than 11x growth year over year. Imagine the number by the end of the year. [image]

• @leehepner Lee Hepner on x

  In just over a year, individualized surveillance pricing has evolved from a thing that most people can hardly believe is happening to a central feature of Google's bid to mediate the entire retail economy. [image]

• r/SEO r on reddit

  Google introduces Universal Commerce Protocol (UCP) for merchants |  AI SEO

• @thefox Nick Fox on x

  Today we shared how we're bringing our full stack AI approach to continue transforming commerce: - Secure and easy check out in AI Mode & the Gemini app, powered by our Universal Commerce Protocol - Get deals with Direct Offers - Chat with a Business Agent - Wing drone delivery