AI shopping

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eBay bans illicit automated shopping amid rapid rise of AI agents

On Tuesday, eBay updated its User Agreement to explicitly ban third-party “buy for me” agents and AI chatbots from interacting with its platform without permission, first spotted by Value Added Resource. On its face, a one-line terms of service update doesn’t seem like major news, but what it implies is more significant: The change reflects the rapid emergence of what some are calling “agentic commerce,” a new category of AI tools designed to browse, compare, and purchase products on behalf of users.

eBay’s updated terms, which go into effect on February 20, 2026, specifically prohibit users from employing “buy-for-me agents, LLM-driven bots, or any end-to-end flow that attempts to place orders without human review” to access eBay’s services without the site’s permission. The previous version of the agreement contained a general prohibition on robots, spiders, scrapers, and automated data gathering tools but did not mention AI agents or LLMs by name.

At first glance, the phrase “agentic commerce” may sound like aspirational marketing jargon, but the tools are already here, and people are apparently using them. While fitting loosely under one label, these tools come in many forms.

OpenAI first added shopping features to ChatGPT Search in April 2025, allowing users to browse product recommendations. By September, the company launched Instant Checkout, which lets users purchase items from Etsy and Shopify merchants directly within the chat interface. (In November, eBay CEO Jamie Iannone suggested the company might join OpenAI’s Instant Checkout program in the future.)

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Google is rolling out conversational shopping—and ads—in AI Mode search

In recent months, Google has promised to inject generative AI into the online shopping experience, and now it’s following through. The previously announced shopping features of AI Mode search are rolling out, and Gemini will also worm its way into Google’s forgotten Duplex automated phone call tech. It’s all coming in time for the holidays to allegedly make your gifting more convenient and also conveniently ensure that Google gets a piece of the action.

At Google I/O in May, the company announced its intention to bring conversational shopping to AI Mode. According to Google, its enormous “Shopping Graph” or retailer data means its AI is uniquely positioned to deliver useful suggestions. In the coming weeks, users in the US will be able to ask AI Mode complex questions about what to buy, and it will deliver suggestions, guides, tables, and other generated content to help you decide. And since this is gen AI, it comes with the usual disclaimers about possible mistakes.

AI Mode shopping features.

You’re probably wondering where you’ll see sponsored shopping content in these experiences. Google says some of the content that appears in AI Mode will be ads, just like if you look up shopping results in a traditional search. Shopping features are also coming to the Gemini app, but Google says it won’t have sponsored content in the results for the time being.

Google is also releasing a feature called “agentic checkout,” a term used only in passing when the company announced the feature alongside AI Mode shopping at I/O. Google is really leaning into the agentic angle now, though. The gist is you can set a price threshold for a product in search, and Google will let you know if the item reaches that price. That part isn’t new, but there’s now an AI twist. After getting the alert, you can authorize an automatic purchase with Google Pay. However, it’s currently only supported at a handful of retailers like Chewy, Wayfair, and some Shopify merchants. It’s not clear whether this qualifies as agentic anything, but it might save you some money regardless.

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