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Retail Media Breakfast Club
Kiri Masters
172 episodes
2 days ago
10 minutes of expert insights every weekday. Your morning ritual for staying ahead in retail media.
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All content for Retail Media Breakfast Club is the property of Kiri Masters and is served directly from their servers with no modification, redirects, or rehosting. The podcast is not affiliated with or endorsed by Podjoint in any way.
10 minutes of expert insights every weekday. Your morning ritual for staying ahead in retail media.
Show more...
Marketing
Business
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Agentic Shopping Looks Crazy. So Did Self-Service Supermarkets.
Retail Media Breakfast Club
13 minutes
1 month ago
Agentic Shopping Looks Crazy. So Did Self-Service Supermarkets.

In this episode, I start with a trip back to 1916, when Clarence Saunders launched the first self-service supermarket, Piggly Wiggly, and everyone thought it was a ridiculous idea. Customers serving themselves? Paying cash instead of running a tab? Madness. Yet, it reshaped retail forever.

I use that story as a lens to explore today’s 'crazy-sounding' innovation: agentic shopping (AI agents shopping on our behalf). Drawing from retail analyst Andrew Lipsman’s critiques, I unpack why skepticism toward new retail tech is healthy, but can also blind us to early versions of world-changing ideas. From Webvan to Amazon to TikTok, I show how many 'failed' technologies weren’t wrong — they were just early.

Then, I dig into what needs to align for AI-driven shopping to go mainstream: better tech, real consumer pain points, frictionless distribution, sustainable economics, and cultural trust. 

Will agentic shopping become the next self-service revolution, or just another voice commerce flop? Let’s find out.


This episode is sponsored by Connected Commerce at Acosta Group


Timeline

[00:00] – The wild story of Clarence Saunders and how Piggly Wiggly reinvented grocery shopping.
[02:05] – The lesson: the future doesn’t arrive by request, it’s created by those who rethink inefficiencies.
[02:32] – Introducing today’s topic: why agentic shopping feels 'too weird' and why that’s familiar.
[03:13] – Andrew Lipsman’s skeptical take: retail tech hype cycles and a graveyard of failed innovations.
[04:17] – Why some 'failures' (like Webvan) were just early, not wrong — lessons from timing and execution.
[05:12] – Amazon’s early struggles: when buying books online seemed absurd until it wasn’t.
[07:24] – The TikTok lesson: from lip-syncing app to global phenomenon, how tech evolves beyond its first use case.
[08:14] – My firsthand experiment: buying a lavender candle through ChatGPT’s instant checkout (clunky but promising!).
[09:00] – What needs to align for agentic commerce to succeed: technology, pain, distribution, economics, and trust.
[12:33] – Back to Piggly Wiggly: irrational innovations often look crazy, until they become inevitable.
[13:28] – Final takeaway: better to prepare for possibility than assume limits based on early imperfections.

Links & Resources

  • Read my related article from Tuesday, I Got Prime Deals. Or Did I? Why Consumer Distrust Is AI Shopping's Real Opening
  • Read Andrew Lipsman's essay Agentic Commerce is a Collective Hallucination
  • Read my article AI-Enabled Shopping Hits 74% Adoption
  • Subscribe to Retail Media Breakfast Club's daily newsletter
  • Follow Kiri on LinkedIn
Retail Media Breakfast Club
10 minutes of expert insights every weekday. Your morning ritual for staying ahead in retail media.