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Index/Finance/Commerce Conversations
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What’s Coming in 2026: The Commerce Ventures Predictions Episode

Commerce Conversations · 2025-12-18 · 20 min

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Episode notes

2026 Predictions: Agentic Commerce & Retailer Response Agentic commerce gets real: Transaction volumes from AI agents move from a trickle to “meaningful,” as consumers progress from researching via AI to completing purchases on platforms like ChatGPT connected to Shopify, Etsy, and large retailers. Retailers limit scraping: Many top U.S. retailers will restrict broad, agentic scraping of their sites and instead offer structured feeds to AI platforms, trying to regain leverage and shape how their products are surfaced. 2026 Predictions: Payments, Stablecoins, and B2B Automation Agentic payments start in B2B: The first real impact of agentic payments will be in B2B flows - automating high-friction workflows, recurring payments, and reconciliation rather than consumer card swipes. Stablecoins become native to fintech & treasury stacks: Stablecoin-based payments get deeply integrated into fintech and treasury applications, moving from “manual” usage to embedded flows as demand becomes more institutional and mainstream.

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