The AI Edge Podcast 4. The Great Agentic Commerce Discussion, featuring Andrew Lipsman
Dec 15, 2025
In this discussion, Andrew Lipsman, an independent analyst and consultant specializing in media and commerce, challenges the hype around agentic commerce, describing it as a "collective hallucination." The conversation dives into Disney's $1B investment in OpenAI and the implications of licensing beloved IP. They also explore the role of data in retail, urging retailers to reclaim first-party data while evaluating AI-assisted shopping's limits. The notion of autonomous shopping agents is dissected, raising critical questions about the future of retail media.
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Disney Uses Licensing To Control AI Use
- Disney licensed 200+ characters to OpenAI to gain control and monetize IP amid legal risks.
- Andrew Lipsman says this loosens reins but adds guardrails to protect Disney's brand and revenue.
Commerce Data Is Becoming Fuel For LLMs
- Criteo plans to pipe commerce data into LLMs to improve shopping recommendations and ads.
- Andrew warns retailers should reclaim first-party data rather than let intermediaries monetize it.
Reclaim Your First-Party Data
- Do take back ownership of your retail first-party data and stop letting intermediaries monetize it.
- Andrew advises retailers and RMNs to prevent data leakage and share in value creation.