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The Protocol Wars Are Here

WHO CONTROLS THE AI CHECKOUT?

OPEN PROTOCOL
Google
Universal Checkout Protocol
Alphabet capex backing
Coalition partners
KEY PARTNERS
Shopify Visa Walmart Mastercard Target

Merchant keeps the customer

VS
CLOSED ECOSYSTEM
Amazon
Rufus + Buy for Me
Amazon capex backing
Active Rufus users
KEY METRICS
$12B sales +60% conversion +140% YoY

Amazon keeps the customer

Original analysis from 1,500+ articles • 310 sources • aishopper.biz

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