PYPLNew deal, same old PayPal mission
PayPal is teaming up with Commerce, the parent company of BigCommerce, to integrate Store Sync into the BigCommerce App Marketplace and Channel Manager. Translation: merchants can connect catalogs, inventory, and order management to a bunch of AI-powered shopping surfaces without a bunch of manual duct-taping.
Why this matters
If you’re an investor, the juicy part is the distribution angle. PayPal isn’t just trying to be the little blue “Pay with PayPal” button anymore — it’s trying to sit closer to discovery, checkout, and maybe even the ad money that comes with all that shopper intent.
The integration is meant to make BigCommerce merchants discoverable and purchasable across AI shopping surfaces, including:
- Microsoft Copilot
- Meta
- Perplexity
That’s a pretty clear sign the checkout wars are moving upstream. Everyone wants a piece of the moment when a shopper goes from “I want a thing” to “Here’s my card” without leaving the app.
The bigger picture
For PayPal, this is less about one shiny feature and more about staying relevant as shopping gets increasingly AI-flavored. If it can become the plumbing underneath discovery and payment, that’s a sturdier story than just being a checkout option that lives in a browser tab.
Big picture: PayPal is trying to turn AI shopping into a bigger toll road — and every merchant it brings along is another car paying the fee.