Google just introduced Universal Commerce Protocol (UCP), pretty big deal. Lots of AI slop pieces out there explaining it so will keep it short. UCP is an open standard (~ HTTP for commerce) that lets AI agents handle discovery -> checkout -> fulfilment & returns across major retailers (e.g. Shopify, Walmart) I’ve spoken about x402 and the trade around it before, this sits elsewhere in the stack: - x402 = payments layer (agents paying for data, APIs, tools) - UCP = commerce execution layer (agents buying real products) Different layers. --- We’ll likely see more projects expand into this area and existing ones upgrade to support it. 2nd-order thinking here, a small few of the current projects should benefit disproportionately from this shift - specifically those building upstream decision intelligence for agents. I think once checkout is commoditised, the real edge moves to deciding what to buy and why. It’s a new standard but as the pieces come together, this will become much clearer as the market catches on.