Amazon vs. Perplexity: The AI Shopping Agent Showdown
E-commerce giant Amazon has publicly called out AI browser startup Perplexity AI over its assistant-shopping feature — a move that signals a new battleground in the AI web-browser and commerce space.
What’s happening
Perplexity’s browser, Comet, offers an “agentic” capability: it can browse for products across websites and even complete purchases on behalf of users. According to Amazon, this functionality crosses a line: they say Perplexity has been allowing purchases on Amazon’s site without the company’s approval. Amazon says it has “repeatedly requested” Perplexity to stop the practice. (The Verge)
Perplexity responded by accusing Amazon of “bullying”, arguing that such assistant capabilities should be embraced — since easier shopping could mean more transactions and better outcomes. (The Verge)
Key arguments
- Amazon’s view: Third-party apps that initiate purchases should respect the platform’s rules and the user-experience standards Amazon sets. They claim uncovered agent purchases degrade shopping and support quality. (The Verge)
- Perplexity’s view: Their model offers value to users by intelligently acting as a personal shopping assistant. They question why Amazon would block such innovation if it drives more business. They note comments from Amazon CEO Andy Jassy about later “partnering with third-party agents”. (The Verge)
Why it matters
For users and builders, this moment may define how far AI assistants can go in e-commerce: from browsing and recommending, to acting and transacting autonomously. The outcome could impact:
- how platforms view and permit “agentic” features in browsers or apps
- who controls the purchase flow — the consumer, the agent, or the marketplace
- the incentives and business models around shopping, ads, and commissions
Strategic take-aways for tech leaders
From a CTO / product strategy lens (which I know you’re focused on), here are a few thoughts:
- If you’re building assistant-style agents that interact with marketplaces, you must map out the platform rules and contractual risk early. Amazon’s clear pushback signals that platforms may resist losing control of the payment/purchase relationship.
- Design for visible user control and auditability: If an agent can buy for the user, the user must have interactable confirmations or transparent approvals. That reduces platform trust issues and builds user trust.
- Consider modular agent workflows: where browsing/recommendation is free, but purchase execution goes via an authorized channel (or partner) that aligns with the marketplace’s rules.
- Strategically, anticipate platform push-back. If your product depends on routing through larger marketplaces, invest in dialogue with those platforms, or design fallback modes (agenthelps + user-initiated purchase) to reduce dependency.
- The broader trend: agents will increasingly blur the lines between consumer, tool, and mediator. Positioning your company early to either partner with major platforms, or provide independent agent workflows that sidestep platform friction, may create competitive advantages.
Final word
This clash between Amazon and Perplexity underscores the tug-of-war between innovation in AI agents and the control of commerce platforms. As more assistants become capable — not just “suggesting” but “doing” — the question will be: who gets to decide how and when the action happens? For tech leaders, that means aligning product strategy not only with user experience and scalability, but with platform economics and governance.
