Agentic Commerce Is Splitting in Two: OpenAI vs Google

AI/ML DevContentOps

The future of digital commerce is no longer about better search results or prettier storefronts. It’s about agents: AI systems that don’t just answer questions, but take action on a user’s behalf.

A recent CMSWire article framed this moment as a showdown between two competing visions: one emerging from OpenAI, the other from Google. At a surface level, it’s an AI rivalry story. But beneath that is a far more consequential shift—one that has direct implications for developers, content teams, and anyone practicing DevContentOps.

This isn’t just about agentic commerce. It’s about who controls the experience layer, how content gets operationalized, and where enterprises should place their bets.

Two Visions of Agentic Commerce

Both OpenAI and Google agree on one thing: the traditional “browse → search → click → checkout” funnel is dying. Users increasingly want to state an intent: “book me the best option,” “find the right plan,” “just handle this,” and let software do the rest.

Where they diverge is how that intent gets fulfilled.

OpenAI: Intent-First, Interface-Light

OpenAI’s trajectory points toward a future where the primary interface is the agent itself.

In this model:

  • The user expresses intent conversationally.

  • The agent reasons across tools, APIs, and data sources.

  • Commerce happens inside the conversational flow, and often without the user ever seeing a traditional website.

From a DevContentOps perspective, this is radical. Content is no longer designed mainly for human browsing. Instead, it must be:

  • Machine-readable

  • Structured

  • Actionable

Product descriptions, policies, pricing, availability, eligibility rules... all of it becomes operational data that agents can reason over. The “experience” shifts from UI-driven to decision-driven.

For teams used to optimizing pages, templates, and journeys, this represents a massive reframing: your primary customer may soon be an AI agent, not a human.

Google: Agentic Commerce Embedded in the Web

Google, by contrast, is betting on augmentation, not replacement.

Its vision keeps:

  • Websites

  • Product pages

  • Merchants

  • Search results

…at the center. AI agents act more like copilots helping users compare options, summarize tradeoffs, and complete transactions, but still within Google-controlled surfaces.

For DevContentOps teams, this feels more familiar:

  • SEO still matters (though it’s evolving).

  • Structured data and feeds become even more critical.

  • Content is optimized both for humans and agents operating inside Google’s ecosystem.

The website doesn’t disappear. It becomes agent-readable infrastructure feeding Google’s AI layer.

Why This Matters to DevContentOps

This split exposes a deeper truth: agentic commerce collapses the distance between content, data, and execution.

In both models:

  • Content is no longer static.

  • “Pages” are no longer the atomic unit.

  • The CMS is no longer just a publishing system.

Instead, DevContentOps teams must manage:

  • Structured content that doubles as decision logic

  • Versioned, auditable data that agents can trust

  • APIs and workflows that agents can safely invoke

Whether agents live outside the web (OpenAI-style) or inside it (Google-style), the technical demands converge.

The New Requirements for Content Platforms

Agentic commerce exposes the limits of legacy CMS thinking. Systems designed for rendering HTML struggle when content needs to:

  • Be reasoned over

  • Be combined dynamically

  • Trigger actions

  • Be safely exposed to autonomous systems

This is why we’re seeing a shift toward:

  • Headless and composable architectures

  • Git-based content repositories

  • Explicit schemas instead of implicit templates

  • Tight coupling between content, APIs, and AI workflows

In other words, DevContentOps is no longer optional. It’s the operating model that makes agentic commerce possible.

The Real Question Enterprises Should Be Asking

The CMSWire article frames this as OpenAI vs. Google. But for enterprises, that’s the wrong abstraction.

The real question is:

Are we building our content and commerce systems so they can be consumed, reasoned over, and acted upon by AI agents no matter where those agents live?

Because the most dangerous position isn’t choosing the “wrong” AI platform. It’s being structurally unprepared for any of them.

Agentic Commerce Is Not a Channel—It’s a Capability

Agentic commerce won’t replace websites overnight. It won’t eliminate search tomorrow. And it won’t magically automate every buying journey.

But it will reward teams that:

  • Treat content as structured, versioned data

  • Design experiences for humans and machines

  • Embrace DevContentOps as a first-class discipline

OpenAI and Google are just taking different routes to the same destination.

The winners won’t be the platforms.They’ll be the teams that made their content (and their systems) agent-ready before the shift became unavoidable.