
Season 7, Episode 14: Re-evaluating agentic commerce (with Andrew Lipsman)
From Mobile Dev Memo Podcast by MobileDevMemo
April 28, 2026 · 53 min · Season 7 · Episode 14
About this episode
The episode discusses the evolution of agentic commerce and retail media with Andrew Lipsman, focusing on AI-assisted shopping experiences and the challenges faced in the market.
On this week's episode of the podcast, I am joined by Andrew Lipsman to discuss the evolving landscape of agentic commerce and retail media. Andrew is an independent analyst and consultant who runs the Media, Ads + Commerce blog, which covers the retail media landscape. Prior to this, Andrew held roles at eMarketer and comScore. This is Andrew's third appearance on the podcast. In our conversation, Andrew and I take stock of the evolution of the concept of agentic commerce since we last spoke six months ago , moving from the initial hype of autonomous AI agents to a more grounded reality of AI-assisted shopping experiences. Our conversation examines the failure of independent instant checkout experiments, the strength of established retail ecosystems like Amazon and Walmart, and the emerging opportunities in performance television and in-store digital advertising. Among other things, we discuss: Whether the failure of instant checkout experiments signals a permanent preference for direct retailer relationships over AI intermediaries How the paradox of choice and the need for basket building hinder the efficiency of single-option agentic transactions If the success of Amazon's…
People in this episode
Host: MobileDevMemo
Guest: Andrew Lipsman
Topics covered
- agentic commerce
- retail media
- AI-assisted shopping
- instant checkout
- retail ecosystems
- performance television
- in-store digital advertising
Keywords
- agentic commerce
- retail media
- AI
- instant checkout
- Amazon
- Walmart
- shopping experiences
- digital advertising
Mentioned in this episode
Organizations: Media, Ads + Commerce, eMarketer, comScore, Amazon, Walmart
More episodes of Mobile Dev Memo Podcast
- Season 7, Episode 19: Can AI Save Journalism? (with Peter Stuart) · June 10, 2026 · 47 min
- Season 7, Episode 18: Understanding Amazon's advertising advantages (with Adam Epstein) · June 4, 2026 · 49 min
- Season 7, Episode 17: The New Economics of Building an Audience (with Danny Frankel) · May 27, 2026 · 53 min
- The Prosperous Society, Part 4: Per commercium virtus · May 19, 2026 · 48 min
- Season 7, Episode 16: AI and video games (with Julian Togelius) · May 13, 2026 · 45 min
- Season 7, Episode 15: The modern mobile gaming economy (with Phil Black) · May 5, 2026 · 1h 7m
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