During Amazon’s third-quarter earnings call, CEO Andy Jassy described “agentic commerce”—AI-driven shopping facilitated by digital agents—as a major long-term opportunity for both consumers and e-commerce retailers. Speaking to investors and the press, Jassy said the company expects AI agents to fundamentally reshape how people discover and buy products online.
Agentic commerce, he said in response to an analyst during the call’s Q&A section, could narrow the gap between online and in-store shopping experiences by making digital interactions more conversational and personalized.
“I’m very excited about the long-term prospect of agentic commerce,” Jassey told TD Cowen’s John Blackledge. “It has a chance to be good for customers, has a chance to be really good for e-commerce.”
He pointed to Amazon’s own existing efforts in the space but hinted that the ecosystem available to Amazon users would expand.
“We obviously have our own efforts here in agentic commerce—for example, Rufus, which is continuing to get better and used more broadly,” Jassey said. “But we’re also having conversations with and expect over time to partner with third-party agents. It reminds me in some ways of the early search engine era. We’ll find ways to work together.
While Jassy acknowledged current limitations—such as a lack of personalization and pricing accuracy—he emphasized that AI agents will ultimately “expand the amount of shopping that happens online.” The comments mark Amazon’s clearest statement yet that agentic commerce will be central to its long-term digital retail strategy.