Meta buys the agent the whole world shops through.
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.
One path that gets here
A · We'll sell agent-ready storefronts on PlusB · Stop fighting Amazon. Open checkout to every agentB · We see every agent's order. Learn from itA · Then ours runs everything. Every store, every labA · Take Meta's offer