Episode
Saurabh Vijayvergia & Brian McCarthy from Deloitte on Trust, Catalogs, and the Real Agentic Commerce Stack
- Published
- Feb 12, 2026
- Duration seconds
- 3074
- Processing state
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- https://youtu.be/1uZAgyfOpXE
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Summary
There’s a fundamental difference between adding AI to today’s ecommerce workflows and re-architecting commerce for an agent-driven world. In this episode, we start with Deloitte’s Agentic Commerce paper and quickly fan out into what’s changed since its release. If you’re trying to separate signal from noise in the rush toward AI-powered shopping, this conversation grounds Agentic Commerce in real systems, real economics, and real decisions retailers need to make now. Highlights Why Agentic Commerce is a paradigm shift, not a bundle of AI features The evolution from SEO → GEO → ACO , and why GEO is just a waypoint The two biggest misconceptions Deloitte is hearing from retailers and brands Why structured product + data catalogs are the no-regret investment The real question execs keep asking: Where do we start? (and what’s measurable) The “Acommerce ecosystem”: orchestrators + specialized “nano agents” Trust, security, returns, customer service, and why this can’t be a side project Forecasts for how big agentic commerce gets, and why the point is: it moves the needle Agentic commerce is becoming a new channel with new unit economics, and the brands and retailers that get their product truth, governance, and trust foundations right now will be the ones that win when agents become the default interface. Timestamps: 01:54 — Meet Deloitte 02:10 — The paper: Agentic Commerce: Redefining Retail Economics 03:55 — ACO + the SEO/GEO conversation 04:11 — VJ’s background: SAP → Deloitte, retail AI intersection 05:50 — Brian’s background: supply chain → strategy → consulting 07:49 — “Traditional AI” vs GenAI in retail 09:38 — Why Deloitte wrote the paper (and why GEO isn’t the endpoint) 11:49 — Deloitte’s definition: why it’s a journey, not a switch 13:33 — NRF vibe check + what’s…