Google’s new agentic checkout isn’t just killing pages, it’s killing entire business models.

Google introduced “Shop with AI mode“.

You can now shop and buy without ever visiting a retailers website.

This isn’t about payments.

It’s about who owns the customer. And Wall Street noticed: Shopify dropped 𝟱% within hours of the announcement.

Here’s why this isn’t just another AI feature – it’s the beginning of the end for e-commerce as we know it.

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What happened: Google launched “Shop with AI mode” powered by Gemini 2.5, enabling direct checkout from search results. Users can now discover, compare, and purchase products without visiting any retailer website.

The brutal math: This disrupts multiple layers of the $5.5 trillion e-commerce stack:

• $138B annually in payment processing fees

• $7.8B in checkout optimization tools

• $37B in e-commerce fraud prevention

• Billions more in landing page optimization, cart abandonment solutions, and conversion tools

Why it matters: Most analysts are fixated on the payments angle. They’re missing the real disruption: intent capture.

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When transactions happen at the moment of discovery, the entire customer journey collapses. Google now controls what was previously a multi-step, multi-platform process that retailers spent billions optimizing.

The strategic shift: This isn’t about making checkout smoother – it’s about who owns the customer relationship. Previously, Google sent traffic to retailers who then owned the conversion and transaction. Now Google owns the entire funnel from search to sale.

What changes immediately:

• SEO costs will skyrocket as organic discovery becomes even more critical

• Product pages and checkout flows become irrelevant overnight

• Product data quality becomes your primary competitive advantage

• Customer loyalty shifts from brands to AI agents

• Attribution models break completely

The wake-up call: Companies spending millions on conversion rate optimization, cart abandonment tools, and checkout experiences just saw their investment become worthless. The new battleground is AI discoverability – how well your product d