This article first appeared on GuruFocus.
Shopify (SHOP, Financials), is partnering with Meta to let users complete purchases through Muse, Meta’s AI shopping agent, using Shopify’s Shop Pay checkout service.
The partnership gives Muse users access to Shopify merchants and allows the AI agent to handle the checkout process. Shopify CEO Tobi Lutke said the companies are working together to enable agentic checkout across Shopify stores.
The announcement comes as Amazon takes a different approach. Amazon recently blocked Muse from its retail platform, arguing that third-party applications making purchases on behalf of customers should respect a retailer’s decision on whether to participate.
Amazon’s move highlights a growing fight over how AI agents interact with online retailers. OpenAI’s ChatGPT, Google’s Gemini and Perplexity’s Comet have also been blocked from Amazon’s shopping platform.
For Shopify, the partnership could help position Shop Pay and its merchant network for a shift in online shopping, where AI agents increasingly search for products and complete transactions for users.
SHOP shares rose more than 5% before the bell Tuesday, extending Monday’s gains.
The next catalyst is how quickly Shopify expands agentic checkout across its merchant base and whether more major retailers adopt or restrict AI-driven purchases.
