Source: CEO Dinner Insights
Marissa Mayer's dinner table framing shows the industry has moved past debating whether autonomous agents will reshape commerce. Executives are now strategizing timelines. The tension has shifted to adoption mechanics: which incumbents—payment processors, marketplaces, logistics—will control agent-to-agent transaction rails, and whether walled gardens like Amazon or Apple can lock in agent preferences the way they've locked in consumer ones. Software platforms face an 18-24 month window to decide whether to become infrastructure for agent commerce or risk becoming obsolete conduits between machines.