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Agentic Commerce

A man in a dark suit sits in a leather armchair in a hotel lounge with a plant wall and a chandelier, reading a tablet, as faint travel icons curve beside him; an airfield shows through the windows at dusk. — Photograph: AI-generated

Tripadvisor Takes a $369.5 Million Hit From Search. Its CFO Says the Drag Lasts Into 2027.

AI brings under 1% of its traffic, but on Viator it converts at close to five times the average.

November 11, 2026 · 3 min read

TRIP

Two tablets on a dark marble table, one showing a map-search icon and the other a palm tree on a beach, are joined by a glowing glass tube in a dim, wood-paneled room.

Meta's Muse Now Books Expedia Hotels. Expedia Still Sees No Meaningful AI Traffic.

Search and booking work in the US; cancellations and rebooking still go through Expedia support.

November 11, 2026 · 2 min read

EXPEMETABKNG

A man in a dark overcoat stands in an upscale clothing shop looking at his phone, as faint shopping icons (a cart, a bag, a shirt) circle him; a city street shows through the front windows.

Amazon's Shopping Agent Moves Into Text Messages. Alexa Builds the Cart and Buys.

Invites go first to a small group of US customers. Millions more follow within weeks.

November 11, 2026 · 2 min read

AMZN

A man in a dark overcoat looks at his phone in a large clothing store with lit shelves and display cases, as faint shopping icons arc around him.

Zalando's New AI Agent Will Sell Other Retailers' Goods as Discounts Squeeze Margins

AI-assisted checkout for outside stores arrives in 2027. Westwing is already piloting it.

November 11, 2026 · 2 min read

ZAL

A man in a dark suit sits in a leather armchair reading a tablet in a hotel lobby lounge with a plant wall, a chandelier and brass lamps, as faint travel icons arc beside him.

Marriott's CEO Says AI Platforms Lean Toward Ads, Not Booking Fees

AI booking 'seems to be moving more slowly' than discovery. Marriott is testing Google and OpenAI.

November 11, 2026 · 2 min read

MARGOOGL

A woman in a dark suit sorts folded clothes on a display table in an upscale store at dusk, as faint shopping icons arc around her.

Klaviyo's Marketing Agent Passed 10,000 Daily Accounts in Three Weeks. That's Only 5%.

Free accounts that use it convert to paid at 1.5 times the rate of others. Revenue rose 25%.

November 11, 2026 · 2 min read

KVYOSHOPWIX

A woman in a dark suit sits in a leather armchair in a wood-paneled lounge with a living plant wall, reading a tablet, as faint travel icons (a plane, a suitcase, a bed) arc beside her; an airfield shows through the windows at dusk.

Expedia's CEO Says AI Agents Win at Discovery, but Travelers Still Book With Brands

Expedia's Meta Muse booking link was due to go live in the U.S. mid-call; agent traffic is too small to judge.

November 11, 2026 · 2 min read

EXPEMETAGOOGL

Wednesday, November 11

Two men in dark suits stand before a wall-sized display of dark panels crossed by a glowing line that curves steeply upward, in a high-rise lobby at dusk.

AppLovin's Revenue Jumps 55% to $2.18 Billion on a New AI Ad Model

Its adjusted EBITDA margin hit 84%, and the CEO says the transition 'is still in front of us.'

November 11, 2026 · 2 min read

APPMETA

A man in a dark overcoat looks at his phone on the cobbled forecourt of a grand hotel at dusk, as faint icons (a car, a fork and knife, a map pin) circle him and a doorman waits by the revolving door.

AI Agents Booked Four Uber Rides During a Week of 320 Million Trips and Orders

Agents placed about 500 Uber Eats orders; Uber is negotiating terms with eight assistant makers.

November 11, 2026 · 3 min read

UBERDASH

A man in a dark overcoat holds up his phone in an upscale clothing store with handbags on lit wooden shelves, as faint shopping icons float beside him.

74% of Shoppers Will Use AI Assistants. Only 15% Will Let an Agent Pay.

Yet Talkdesk's survey finds 89% of retailers preparing for agents that shop for customers.

November 11, 2026 · 3 min read

ACN

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