agentic commerce
1 statements across 1 episodes · 0 bullish · 1 bearish · 1 people on the record · first statement Feb 9, 2026 by Ranjan Roy · across every show →
Everything said about agentic commerce, oldest first
Feb 9, 2026 bearish
Roy: Agentic commerce threatens Amazon's core growth narrative
“Their advertising business has grown tremendously, but like, they're especially, I think, like, agentic commerce presents a threat, whatever it's gonna look like. Maybe they'll, Rufus, actually, I've been using a lot more, I do find pretty good, but like, I th…”