AI Commerce Status Report Q2 2026: From Promise to Division of Labour

Andreas Rieger · 2026-06-28 · Status Report

The second quarter of 2026 visibly separates the agentic discovery layer from the transaction layer and produces the first documented losers of that separation. The updated report joins the May stock-take with the decisive moves through late June and weighs the K5 conference theses against the evidence with quiet candour.

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