Tag Archives: sparky

Walmart Agent Gateway

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This month Walmart announced Agent Profiles, the Walmart Agent Gateway and a set of terms for AI agents (Walmart, “Making It Possible for Agents to Shop on Behalf of Customers,” Oct 2026). Walmart is supporting customers the way they want to shop: through the agents they choose, with the customer’s controls and Walmart’s rules. In March I described Amazon vs Walmart: Two Very Different Bets on Agentic Commerce. This is Walmart’s bet made concrete, and IMHO it is the most important retail move in agentic commerce this year.

Walmart just became the retail partner of choice for every third party agent, and it kept the payment, the risk, the customer experience and the support.

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Strategic Innovation Era: Part 1 – Agentic Commerce

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The opposite of Web3, the biggest companies are investing in AI and DLT to redesign the value chain. This one is long.. 12 pages. This is not a repackaging of prior blogs, today I break down how I see Banks, Retailers and Google collaboratively investing to make agentic work. It won’t be a hockey stick, but it will fundementally redesign the value chain. An extinction-level event for those who don’t invest. My main focus is on Google’s unique capability to manage MANY AGENTS and how that orchestration happens from an economic perspective. My predicted winners: Google, First-Mover Retailers like Walmart, Card Networks, and new intermediaries that can build specialized agents.

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