Agents will bypass marketplaces and buy directly from sellers, reshaping e-commerce
mesutcelik · x · 2026-09-14
- The author argues consumer AI agents will remove a key friction point in e-commerce: they will bypass marketplaces like Amazon and buy directly from sellers.
- The logic: human buyers valued marketplace convenience, but agents only care about price advantage and functionality — loyalty and brand don't matter to them.
- The quoted thread also raises how agent-era commerce should handle supply-constrained (hot restaurant tables) vs demand-constrained (last-minute flights) markets: auctions don't capture loyalty, spend, or LTV.
- The author says they are experimenting with a solution in this space.
Related event: Debate over Consumer Agents' Pricing Power and E-commerce Mechanisms(5 posts)→
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