Take rates versus ad partnerships in AI-agent shopping

A post argues that a 30% agent share with a 3% take rate by 2030 is extraordinarily aggressive; at 5–10% share, it says, the take-rate approach looks futile or indefensible. It favors ad partnerships like the one it says Amazon has struck with OpenAI, allowing large retailers to join agent-driven shopping while keeping customer relationships and ad revenue. In that model, it argues, daily active users—not commerce share or take rate—would determine revenue.