Musk is doing more than shilling Grok here — he's pointing at the industry's next battleground: agentic commerce, where models don't just recommend products but execute the purchase themselves. On our view, the pitch is compelling but glosses over the hard part: trust. Handing an agent your payment credentials and letting it transact autonomously is a leap most users won't take quickly, and one refund or wrong purchase could set the category back. The swipe at Amazon also hints at a bigger shift — AI assistants becoming a new front door to e-commerce and disintermediating incumbent marketplaces. Until Grok proves it can reliably pull this off, treat it as a provocative claim rather than a shipped capability.