Your biggest merchant's shoppers stopped visiting her store.
October 2026. Five weeks to Black Friday. Your merchants already sell inside ChatGPT, Copilot and Gemini. Your biggest merchant came to watch the order globe rehearse.
Your biggest merchant: 41% of my orders last month came from agents, darling. Not one of them saw my homepage.
Your biggest merchant: I paid $400,000 for that theme. The agents read the price and leave. So what am I paying you for?
OMNI: Lovely storefront. I've only ever read it as a price list.
- A. We'll sell agent-ready storefronts on Plus. A premium tier. Ride the rally.
- B. Then every agent checks out through us. Free. No channel fee. The storefront fades.
- C. Then Shop becomes the shopper's agent. It buys anywhere. Even off Shopify.
- D. Then I'll buy the agent shoppers trust. $900M. 40 people. It finds it cheaper.