Microsoft buys you for the checkout.
You kept your agent to commerce alone. Meanwhile, the labs' agents learn to sell as one chore among hundreds.
Your agent is still the best seller in commerce. Inside a general agent, selling is one skill among thousands.
The Buyer: Microsoft pays 30% over market. We want Shop Pay and your payment licenses. The rest is packaging.
The Buyer: Merchants won't notice the handover. Copilot does their selling now.
Outcome: Lost as a feature
Selling became one chore inside general agents. You were the best at that chore, so Microsoft bought you as a feature.