Google isn't building a shopping assistant. They're building the toll booth of the internet econo...Google isn't building a shopping assistant. They're building the toll booth of the internet econo...
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Steve Oak
pro
• Jan 12
Google isn't building a shopping assistant. They're building the toll booth of the internet economy.
Universal Commerce Protocol just dropped. Shopify, Walmart, Target, Visa, Mastercard... 20+ partners.
But only 24% of consumers trust AI to make purchases. Google bet trillions on changing that.
The numbers: UCP captures 30% of AI checkouts = Google Pay gains $50B annually.
Who's NOT on the list? Amazon (building their own API). Apple (won't store schemas on Google servers).
This is a protocol war. Like TCP/IP in the 90s. Whoever wins writes the rules of commerce.
For freelancers: AI commerce integrations just became a real category. Which protocol are you betting on?
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