Rise of agentic commerce could dramatically change the tech landscape: Evercore ISI's Mark Mahaney

Walmart teaming up with OpenAI to allow users to make purchases directly on chat GPT. Joining us now with more on the rise of Agentic Commerce and its impact on the tech sector, Mark Mahaney, Evercore ISI, head of internet research. We can talk about this.We talk about a lot of uh of the recent scuttlebutt surrounding AI. It's moving forward. It's unstoppable obviously.You can talk about the Walmart deal or just all the bubble talk. I think there's a bubble within bubble talk right now. >> There there may b ...