Stripe's John Collison on How Agentic Commerce Will Reshape the Internet | Odd Lots

The internet is made for shopping. For years, the main inputs for e-commerce transactions involved targeted ads, algorithmic recommendations, SEO, and lots of mindless scrolling. But agentic commerce might represent a sea change for e-commerce: With the rise of AI agents doing shopping on behalf of consumers, how are retailers going to adapt? John Collison, co-founder of the financial services and payment processing company Stripe, has first hand experience with all the ways e-commerce has changed in the last decade, and he thinks agentic commerce is going to completely transform the online shopping experience. We speak to Collison today about how AI has already changed the way consumers make purchasing decisions, why key word search is a "ridiculous" way to find things to buy, what it means when brands will have to appeal to AI agents as opposed to human buyers, and if AI agents can truly mimic human taste.

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