Meta buys the agent the whole world shops through.
You sold to Meta. Meta is paying for an agent shoppers trust because it favors no store, Instagram's included.
The deal closes at 11x your 2026 market cap. Inside Meta, the agent's first move: it shifts a merchant's ad budget to TikTok, which sold more.
The Buyer: It turned down our own ad slot yesterday. Said the conversion was poor.
The Buyer: We checked. It was right. We're learning to live with that.
Outcome: Won the relationship
An agent that favors no store is worth most to a company selling shelf space. Meta paid for that, and must keep its hands off.