2 articles
Agentic commerce relocates consumer behavioral data into three owned chokepoints: the agent platform, merchant, and payment rail. Their owners determine access, pricing, and value capture.
U.S. export control has shifted from controlling chips to controlling access. The resulting bottleneck is verification: restrictions based on location, ownership, or nationality cannot be enforced without identity-proofing infrastructure across hardware, cloud, model, and bilateral-governance layers.