The news: AI startup Perplexity is petitioning a federal appellate court to lift a recent order that bans its Comet shopping agent from accessing Amazon.
Why it matters: The case highlights growing tensions between big platforms and AI agents that automate online tasks like product research and purchasing, and could shape how AI tools interact with ecommerce platforms.
That shift matters because consumers are already using AI tools for shopping research and product discovery; 64% use AI to compare products, 62% for researching categories, and 53% for discovering new brands, per Bazaarvoice. While a much smaller portion (22%) use AI for adding products to their cart and checking out, that could change if AI shopping agents expand beyond research into completing purchases on users’ behalf.
Should Perplexity be allowed to access Amazon, it could set a precedent for whether AI agents are allowed to access or scrape data from closed ecommerce platforms. These shopping agents could increasingly bypass traditional product discovery surfaces, including sponsored display ads, products, and brands.
If AI agents begin to play a larger role in shopping journeys, traditional retail media models could face pressure, particularly search-based ad auctions. For marketers, that means traditional ad placements may have less direct influence over purchase decisions if AI intermediaries increasingly guide product selection.
What marketers should do: Regardless of this case’s outcome, AI tools and agents are likely to increasingly mediate product discovery, research, and eventually purchases. For advertisers, the takeaway is to optimize for AI-driven discovery systems and agent interfaces, rather than just traditional ad visibility.
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