Fierce AI rivalry to become everyone’s agent-in-chief could reshape e-commerce beyond recognition
In India, Amazon, Flipkart, Myntra, Reliance, Meesho and others could plausibly enter the agentic fray. With UPI’s operator working on a way to clear AI agents for making payments on behalf of users, India could well become a test market for a grand shift to agentic shopping. Globally, the transaction value of such e-com is pegged at about $7.7 billion in 2026, with forecasts of exponential growth.
