Silent hijack: Meet the post-app middleman terrifying e-commerce giants

▤ Summary

This article examines how AI chatbots are becoming a new commerce layer that sits between shoppers and e-commerce platforms. It shows how brands and marketplaces are testing conversational shopping, product recommendations, and AI-assisted checkout flows. It also highlights the strategic risk to marketplace economics if discovery moves from apps to LLM interfaces. The piece emphasizes the unresolved questions around customer ownership, data sharing, and who captures margins in agentic commerce.

▦ Linked Companies

IndiaMART

$100M to $250M