Analysis
Periodic, dated breakdowns of where agentic commerce is actually moving. Every claim links to a primary source, the same standard we hold the rest of the site to. For the raw timeline see the changelog, and for the numbers see the statistics.
How Merchants Verify AI Agents
Bot defences block the agents you want. How TAP, Agent Pay and FIDO let a merchant tell a credentialed shopping agent from a scraper. Dated and sourced.
Read the analysis →ACP Outlived Instant Checkout
OpenAI dropped Instant Checkout on 24 March 2026 but kept expanding ACP. What the split between spec and surface means for what merchants should build.
Read the analysis →AP2 Has Left Google
Google donated AP2 to the FIDO Alliance on 28 April 2026. Why it went to an authentication body chaired by Visa and Mastercard, not the Linux Foundation.
Read the analysis →How AI Agents Find and Read Your Products
AI shopping agents only recommend products they can parse. How they discover and read your catalogue, what the GEO research proves, and how to be agent-ready.
Read the analysis →llms.txt for Agentic Commerce: Does It Work?
llms.txt hands AI assistants a curated map of your best pages. What it is, who actually reads it today, and how to ship one. Honest, with primary sources.
Read the analysis →Agentic Commerce Goes Live in Europe
Europe ran its first production agentic payments in June 2026: Worldline and ING, then Nordea and Getnet, plus PayPal’s UK in-app checkout. Dated and sourced.
Read the analysis →Card Networks vs Open Protocols
How Visa Intelligent Commerce and Mastercard Agent Pay are claiming the acceptance and trust layer on top of ACP, UCP, AP2 and x402. Dated and sourced.
Read the analysis →Agentic Commerce News, June 2026
June 2026 in agentic commerce: Visa’s OpenAI deal, Mastercard Agent Pay for Machines, Shopify’s open agentic layer and x402 on AWS. Dated and sourced.
Read the analysis →Stay current on the standards
A note when a standard moves (ACP, UCP, AP2, MCP, x402). No spam.