Commerce reset: Google & Shopify's AI agent protocol

Google and Shopify just rewrote ecommerce's rulebook with an AI protocol that lets artificial agents handle entire shopping journeys - from discovery to checkout - within any chat interface.

Commerce reset: Google & Shopify's AI agent protocol
Photo by BoliviaInteligente / Unsplash

PLUS: Claude enters healthcare, 5 tools for 2028, hidden AI risks, Walmart x Gemini


Morning all, Google and Shopify just rewrote ecommerce's rulebook with an AI protocol that lets artificial agents handle entire shopping journeys - from discovery to checkout - within any chat interface.

What happens when purchases become instant by interrupting browsing? This Universal Commerce Protocol could shrink mobile cart abandonment overnight, but does it sacrifice consumer deliberation for convenience?

Today's dots:

  • Google & Shopify's universal commerce standard
  • Claude automates healthcare administration
  • Essential AI tools reshaping e-commerce
  • Unmeasured AI security vulnerabilities
  • Walmart builds commerce into Gemini

Google & Shopify's AI shopping revolution

Here's the thing: Google, Shopify, and retail giants just launched the Universal Commerce Protocol, an open standard letting AI agents handle everything from product discovery to checkout across platforms - cutting cart abandonment by interrupting browsing with buying.

Let's unpack that:

  • The protocol connects existing systems like Agent Payments (AP2) and Shopify's backend, letting AI handle complex requests like "Find sofa under £800 that matches my rug" while applying discounts automatically
  • Soon you'll checkout directly in Google Search and Gemini using saved payment details - bypassing clunky redirects that lose 70% of mobile shoppers
  • Brands like Lowe’s and Reebok can deploy conversational Business Agents answering questions in their brand voice ("Will this vase survive kittens?") during consideration phases
  • Google's Direct Offers pilot lets retailers drop personalised discounts when AI detects high intent ("I need stain-resistant curtains for my new flat")
  • Shopify merchants get embedded UCP tools to sell across ChatGPT, Microsoft Copilot and Google simultaneously from one dashboard

If you remember nothing else: Shopping’s moving from active searching to serendipitous discovery - your next favourite product might be an AI recommendation during a casual chat. Agentic commerce turns every conversation into a potential checkout counter.


Claude's healthcare move cuts admin work by 75%

Here's the thing: Anthropic just launched HIPAA-ready Claude for Healthcare, letting providers securely automate prior authorisations, claims processing, and patient triage through hospital-grade integrations with Epic and Cerner systems.

Let's unpack that:

  • Doctors can now offload 3-4 hours of daily paperwork by connecting Claude to Medicare databases and medical coding systems for instant coverage checks
  • The model's new "Agent Skills" handle repetitive tasks like drafting FDA-compliant trial protocols and prior authorisation workflows – reducing approval times from weeks to hours
  • Critically, patient data stays private. US subscribers can opt-in to share health records via Apple/Android integrations for personalised care summaries without training Claude's models
  • Real-world impact: Phoenix-based Banner Health already uses Claude to auto-triage 82% of patient messages, freeing clinicians for high-risk cases
  • This positions Anthropic squarely against OpenAI in the $6B healthcare AI market, with paid pilots live at 14 major hospital networks

If you remember nothing else: Claude's healthcare pivot doesn't just boost productivity – it fundamentally changes how clinicians allocate time. Expect this to accelerate AI adoption in risk-averse medical fields throughout 2026.


5 Must-Have AI Tools Reshaping E-commerce by 2028

Here's the thing: AI is becoming essential infrastructure for e-commerce brands - with new analysis predicting dynamic pricing engines, AI forecasting systems, and intelligent fraud detection will separate profitable brands from stagnant ones by 2028.

Let's unpack that:

  • Dynamic pricing AI is replacing static models, adjusting prices in real-time based on demand signals and competitor moves - Authentic Brands Group saw a 60% ROAS lift using systems that protect margins while responding to market shifts
  • Predictive inventory tools combine historical sales with weather, economic trends and promotions to forecast demand at SKU level - solving the £1.6 trillion inventory mismanagement problem
  • Hyper-personalisation engines now tailor entire customer journeys rather than just product suggestions, with luxury retailers seeing 23% higher AOV from AI-generated custom bundles
  • Marketing attribution AI finally solves multi-touch confusion, automatically shifting budgets to top-performing ads while generating/testings creatives autonomously
  • Intelligent returns prevention predicts which customers will likely return items before purchase, adjusting product recommendations and shipping options to protect margins

If you remember nothing else: AI adoption in e-commerce will shift from optional to mandatory within 24 months. Brands that implement these tools won't just compete better - they'll fundamentally change what they are capable


The Hidden Security Risks Enterprises Aren't Measuring

Here's the thing: 80% of companies deploy generative AI without measuring critical vulnerabilities like data poisoning or hallucinations - creating invisible liabilities as adoption accelerates.

Let's unpack that:

  • Most firms rely on traditional security models designed for predictable systems, leaving AI's probabilistic nature unmonitored - that's like trying to catch rainwater with a fishing net
  • Indirect prompt injections now rank top among threats, letting attackers manipulate AI assistants through trusted documents or emails undetected
  • Training data supply chains represent a new weak link - very few companies audit the third-party datasets used to build their models
  • Excessive permissions given to AI tools often violate 'least privilege' principles, creating autonomous insider threats
  • Compliance frameworks like GDPR and ISO27001 need reinterpretation for probabilistic AI decision trails

If you remember nothing else: Early adopters treating AI security as a distinct discipline gain regulatory trust and customer confidence. Those delaying risk assessments face silent leaks and erosion of institutional credibility.


Walmart's Gemini Integration Brings AI Shopping to the Mainstream

Here's the thing: Walmart just embedded its entire retail ecosystem – including real-time in-store inventory and membership benefits – directly into Google's Gemini assistant, creating the most contextual shopping AI yet.

Let's unpack that:

  • This uses Google's new Universal Commerce Protocol - an open standard letting retailers plug directly into AI assistants without rebuilding checkout/payment systems
  • Your Walmart+ or Sam's Club membership perks (like free delivery) automatically apply when purchasing through Gemini - no app switching required
  • Gemini cross-references local store stock during conversations ("Find rain jackets available near me today"), bridging online and physical retail gaps
  • Orders get delivered in under 3 hours by leveraging Walmart's 4700+ US stores as micro-fulfilment centres
  • Personalisation pulls from your decade-long purchase history if you opt in

If you remember nothing else: This isn't just another chatbot - it's the first time an AI assistant can genuinely replace a product search engine while handling real-world constraints like local availability. Retail's AI future just became conversational.


The Shortlist

Anthropic expanded Claude's HIPAA-ready healthcare capabilities, connecting to CMS/ICD-10 databases for real-time insurance checks and personalized patient summaries. Can medical AI's leap from forms to diagnostics reshape the $6B sector?

Automakers confront the 'explainability paradox' - autonomous cars need ISO 21434 cybersecurity but outperform humans in simulations. Will neural networks replace brake pads as the critical safety component by 2030?