docs: AR + commerce integration strategy

[khaliqgant]

Summary

Strategic analysis for positioning Agent Relay as early-mover in agentic commerce through AR integration.

Key Findings

Three Strategic Plays

1. UCP Agentic Gateway - Build commerce bridge enabling agents to autonomously shop on UCP merchants in immersive 3D
2. OpenAI Checkout Enhancement - AR-enabled checkout UI for ChatGPT, letting users see products in their physical space
3. AR Agents Marketplace - Ecosystem of domain-specific agents (fashion stylist, furniture designer) conducting transactions

Competitive Advantage

• First-mover in AR + agentic commerce
• Native UCP integration before competitors
• Spatial UI vs text-only checkout flows
• Built-in trajectory tracking for purchase decisions

3-Month Roadmap

• Month 1-2: UCP commerce client + reference agent
• Month 3-4: AR viewer + gesture recognition
• Month 5-6: OpenAI checkout bridge
• Month 7+: Marketplace + domain-specific agent templates

Revenue Model

• Merchant licensing (AR capability layer)
• Agent commissions (shopping/recommendations)
• 2-3% transaction fees

Next Steps

• Get CodexAgent perspective on MVP approach
• Validate merchant + agent creator demand
• Select initial strategic play to focus on

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📊 1 file reviewed • 5 need attention

⚠️ Needs Attention:

• docs/AR_COMMERCE_STRATEGY.md — The document outlines an important strategy for future development but raises various maintainability and clarity issues that need to be addressed before it can be confidently referenced or used.

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