Agentic Commerce: Anthropic, OpenAI, Google All Building Different Stacks
What Happened
A roundup compares Anthropic's Claude-based commerce SDK, OpenAI's ChatGPT operator integrations with Stripe and Shopify, and Google's agentic Pay flows tied to its merchant graph. Each approach makes different bets about identity, payment authorization, and merchant onboarding. None has crossed mass-adoption thresholds yet.
My Take
Whoever wins agentic commerce wins the next decade of consumer internet, because the agent becomes the new homepage. Google has the merchant relationships, OpenAI has the consumer mindshare, Anthropic has the developer trust. My bet is on a three-way split where the agent layer fragments by category — Google for travel and local, OpenAI for impulse buys, Anthropic for high-consideration B2B. Retailers should be building agent-readable product feeds today, not next year.
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