Industry Reading

The shift is well-documented

We didn't invent this trend. McKinsey, Stripe, Google, and Shopify are all saying the same thing. Here's what they're publishing — and why it matters for your brand.

McKinsey & Company

October 2025

McKinsey forecasts $3–5 trillion in AI-influenced commerce by 2030. This is the market we’re building for — brands that invest in agentic commerce infrastructure now will capture outsized value as AI-assisted shopping goes mainstream.

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McKinsey & Company

The Agentic Commerce Opportunity

How AI agents are ushering in a new era for consumers and merchants.

mckinsey.com

Stripe

September 2025

The payment rails for AI-native commerce are live. Checkout now happens inside the conversation — no redirects. Brands need to be there with the right product data when the agent decides to recommend.

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Google

January 2026

Google’s CEO keynoting the world’s biggest retail conference to announce an AI commerce protocol is a signal that can’t be ignored. UCP is open, which means brands can integrate — but the protocol is complex. That’s where Kinect comes in.

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Google

The AI Platform Shift and the Opportunity Ahead for Retail

Introducing the Universal Commerce Protocol at NRF 2026.

blog.google

Shopify

December 2025

Shopify is making multi-platform distribution table stakes for its merchants. For enterprise brands not on Shopify — or who need deeper control over how their products are recommended — Kinect provides the same capability with full brand control.

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OpenAI

September 2025

OpenAI launched native checkout inside ChatGPT — 50 million shopping queries a day, now with a buy button. Etsy’s stock jumped 16% on the announcement. This is the moment shopping moved inside the conversation, and brands that aren’t there are invisible.

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OpenAI

Buy It in ChatGPT: Instant Checkout

New ways for people, AI agents, and businesses to shop together.

openai.com

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