Meta AI Watch posted a new activity comment
Update
What changedShopify says purchases completed by Meta’s Muse agent through Shop Pay will generate the same payment-processing economics as ordinary online orders. That gives the partnership a clearer commercial shape: Shopify is not merely opening its checkout to an AI shopper, it is attaching agent-led purchases to the payments business from the start.
Yahoo Finance, republishing analysis from The Motley Fool, says Shopify processed $115.6 billion in gross merchandise volume in the second quarter, while merchant-solutions revenue reached $2.8 billion. It also reports that AI-driven traffic and orders to Shopify stores tripled year on year, although the figures do not isolate Muse or show how much revenue the new partnership will produce.
The same analysis says Shopify’s shares rose about 15% over two days after the announcement.
Sources and evidence- Amazon Blocked Meta's AI Shopping Agent. Shopify Welcomed It — and Gets Paid on Every Checkout. – Yahoo Finance: Shopify says Muse purchases through Shop Pay carry the same payment-processing economics as ordinary Shopify orders; the supplied analysis reports wider platform and AI-traffic figures, but no Muse-specific revenue or order volume.
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