Notes from CJU: When the Click Disappears, Who Gets Paid? CJ Bets on Building the Payment Rails for AI Commerce

Oct 12, 2026

 At CJU this year, CJ laid out its Connected Commerce strategy around four places where shoppers increasingly make decisions: affiliate, social commerce, AI/GEO and marketplaces. The most interesting of the four is also the least developed. It is still the top of the first inning for GEO commerce, and most of today’s conversation is about visibility and citations. But the much bigger question comes when an AI recommendation becomes an AI transaction: who gets paid for the influence that led to the purchase?