Mobile Dev Memo Podcast Season 6, Episode 8: The headwinds facing agentic commerce (with Andrew Lipsman)
Sep 4, 2025
Andrew Lipsman, an independent analyst renowned for his expertise in digital advertising and retail media, dives into the complexities of agentic commerce. He questions its viability, exploring fundamental flaws and whether independent agents can thrive against giant platforms like Amazon. The discussion highlights the conflict between consumer interests and commercial goals, the risks of automation in shopping, and the crucial role of human trust. Lipsman also sheds light on how AI is reshaping consumer engagement while emphasizing the need for authentic interactions in commerce.
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Agentic Commerce Defined And Doubts
- Agentic commerce claims AI will autonomously handle the entire buying process for consumers.
- Andrew Lipsman sees this as implausible because consumers rarely fully outsource decisions involving money.
Consumers Keep Control Over Purchases
- Consumers prefer friction and control when spending money, so fully autonomous purchasing faces low adoption.
- Historical e-commerce trends like voice commerce and fridge ordering underperformed despite tech capability.
E‑Commerce Hype Cycle Examples
- Andrew recounts past hype cycles: voice commerce, fridge reorders, metaverse shopping, and live-stream commerce.
- Each promised radical change but failed because consumer behavior didn't align with the tech vision.