The agentic commerce infrastructure is getting real. Mirakl just launched Nexus, a full agentic commerce platform, while reporting $218M ARR and turning profitable. Perplexity keeps pushing in-chat shopping with PayPal integration. LTK, the influencer platform, launched an AI shopping chatbot. Even ChatGPT now shops for you at Loblaw. The signal: platforms are betting big that consumers will let AI agents make purchase decisions. Meanwhile, retailers are scrambling to figure out how to show up in these AI shopping experiences. WhatsApp is emerging as a dark horse commerce channel. Naver launched a beta shopping AI agent in Korea. The infrastructure layer is heating up too. PadUp Ventures and Unicity Labs are building agentic commerce infrastructure for Indiwi. Criteo launched an AI Commerce Recommendation Service. The big question no one is answering yet: how do you measure ROI when your products show up in an AI response instead of a Google search result? The pipes are being laid. Attribution models are not.
Top 3 Stories We’re Tracking
Mirakl Reached $218M ARR (+23%) and Launched Agentic Commerce Platform (Mirakl Nexus)
Mirakl, the marketplace platform, hit $218M ARR with 23% growth and turned profitable. The company launched Mirakl Nexus, a new platform explicitly designed for agentic commerce. This is a major signal that marketplace infrastructure providers are betting on AI agents as the next commerce operating system.
Perplexity in-chat shopping with PayPal: Is it the future of e-commerce?
Perplexity expanded its in-chat shopping with PayPal checkout integration. Users can now complete purchases directly in the chat interface without leaving the platform. This is a direct shot across the bow at traditional e-commerce search and product discovery.
Influencer app LTK takes a big step into AI shopping with a new chatbot
LTK, the influencer shopping platform with 40M users, launched an AI chatbot for product discovery. The chatbot helps shoppers find products based on conversational queries across LTK’s influencer network. This signals influencer commerce is merging with AI shopping agents.
Trends to Watch
- Major marketplace and platform infrastructure providers are launching dedicated agentic commerce platforms (Mirakl Nexus).
- AI shopping is moving from search to transaction. Perplexity, ChatGPT, and LTK now facilitate actual purchases, not just product recommendations.
- WhatsApp is emerging as a major conversational commerce channel, especially in Asia and global markets.
- Grocery and food retail are embracing agentic AI as digital concierges for routine shopping.
- The attribution black box: no one is publicly discussing how to measure ROI when products are recommended by AI agents instead of showing up in traditional search results.