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Is Amazon Falling Behind? AI Agents, Rufus, and the Future of Ecommerce

Amazon built its empire by disrupting everyone else. But what happens when the disruptor starts looking… defensive. As Walmart, Target, Shopify, Wayfair, and others plug into Google’s universal commerce protocols, AI agents are suddenly able to compare and transact across retailers. Meanwhile, Amazon is still operating inside its walled garden — and that raises some big questions.

Today I bring you a snippet of a conversation I had on the Ecommerce Braintrust Podcast with Julie Spear and Jordan Ripley from Acadia. We dug into Amazon’s AI strategy, the backlash to its 'Buy for Me' agent, and…

The skinny

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