One of my agentic commerce predictions for 2026 in this recent Forbes piece: Matt Nichols, General Partner at Commerce Ventures, notes that the mechanics are already in motion. Looking ahead, he predicts that this year, "Agentic commerce transaction volume reaches meaningful levels as consumers advance from research to buying on AI platforms. 2026 will be the year that transactions are completed in these platforms." To this prediction, Nichols adds another: retailers will be forced to build "super-feeds" specifically for AI platforms. “These data feeds may involve monetary transactions that could include payments to AI platforms or payments to the retailer/brand (depending on balance of power).” https://lnkd.in/g65RAerA
Joaquin Villalba
9mo
Agree on super-feeds. The data infrastructure gap is real, and whoever builds it first wins the AI channel.
Super-feeds turn retail into systems engineering. Governance and incentives decide who captures value.