AI Shopping Agents Could Break the 20-25% Commission Marketplace Model
julianweisser · x · 2026-11-13
Jun Kwak, co-founder and CTO of OverjoyHQ, discusses how AI shopping agents could reshape commerce on the Infinite Loops podcast. Overjoy runs the full wholesale sales process for consumer brands, from finding retail buyers to closing orders.
Key points:
- AI shopping agents could weaken marketplaces that charge brands 20-25% commissions, since buyers working through agents can shop the whole web instead of one walled garden
- Brands will need websites that agents can read to stay discoverable
- Some products will be bought by agents on autopilot, while others will still require persuasion
- The episode also covers users reselling the software at 20-40x and Overjoy giving its wholesale storefront away for free
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