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 ...

Core Insights - Salesforce has announced partnerships with OpenAI and Stripe to enhance its customer relationship management platform and improve shopping experiences for merchants [2][4]. Group 1: Partnership with OpenAI - The collaboration with OpenAI will integrate Salesforce's CRM platform directly into OpenAI's ChatGPT, allowing companies to access sales records, review customer conversations, and create Tableau visualizations [2]. - New integrations include Agentforce 360 apps in ChatGPT, Instant Checkout, and ChatGPT in Slack, among others [3]. - Salesforce aims to provide enterprises with instant recommendations and insights similar to those available to consumers through ChatGPT [4]. Group 2: Partnership with Stripe - Salesforce is working with Stripe and OpenAI to enhance shopping experiences through Agentforce Commerce by incorporating conversational AI [4]. - The collaboration will develop an Instant Checkout integration guided by the Agentic Commerce Protocol (ACP), co-developed by OpenAI and Stripe [5]. - This partnership aims to deliver a unified system for agentic commerce, creating a faster and more personalized purchasing path for merchants [6]. Group 3: Expansion of AI Capabilities - Salesforce has been expanding its AI capabilities through acquisitions, including Regrello for agentic process automation, Informatica for enhancing AI features in its CRM, and Convergence.ai for developing next-generation AI agents [7].

Core Insights - Walmart has partnered with OpenAI to integrate ChatGPT into its shopping experience, allowing users to purchase Walmart products directly through the chatbot [1][2] - This partnership signifies a shift towards "agentic commerce," where AI not only assists in finding products but also facilitates the purchasing process [3][4] Company Overview - Walmart Inc. (NYSE: WMT) is collaborating with OpenAI, the creator of ChatGPT, to enhance its retail offerings through AI technology [2] - The integration will enable ChatGPT to add items to a user's cart and process payments without leaving the chat interface [3] Technology and Innovation - The shopping experience will utilize OpenAI's Instant Checkout and Agentic Commerce Protocol, which was launched recently [3] - OpenAI describes this as a transformative step in commerce, where AI becomes proactive and dynamic, learning and predicting customer needs [4][6] Future Developments - Walmart has not specified a launch date for the ChatGPT shopping feature but indicated that it will be available "soon" [5] - The company emphasizes the potential of agentic commerce to redefine shopping experiences for consumers [6]

Welcome to the brainstorm episode 104. We're continuing on the AI bubble and is it uh selling to your customers and funding it yourself. We've got how to make money on the way to AGI and we've got some new benchmarks that are they showing us the future or are they just other things that we're going to measure incorrectly and then saturate until new benchmarks come out? Uh Brett, why don't you tee up the first one? Uh AMD, OpenAI, how are they uh feeding each other? Yeah. So, kind of similar to the Nvidia de ...

Core Insights - Rezolve Ai introduces its vision for the Age of Agentic Commerce, where AI systems autonomously conduct transactions in real time, potentially transforming the $100 trillion global economy [1][3]. Company Overview - Rezolve Ai has acquired Smartpay, a prominent digital-asset payments company in Latin America, enhancing its capabilities for instant, borderless currency settlements [2]. - The company aims to integrate AI-driven commerce with decentralized payments, establishing a unified global architecture [2][5]. - Rezolve's technology focuses on improving search, personalization, checkout, and omni-channel engagement for retailers and brands, positioning itself as a leader in AI-driven commerce [6]. Technological Framework - The foundation of Agentic Commerce is built on three essential layers: intelligence (brainpowa), payments (Smartpay), and data infrastructure [4][8]. - Rezolve's Brain Suite allows enterprises to leverage AI for optimizing customer interactions, reducing friction, and enhancing personalization throughout the customer journey [3][8]. Strategic Partnerships - Rezolve Ai has established foundational partnerships with major tech companies like Microsoft, Google, and Tether, which are expected to drive innovation in the $30 trillion global retail market [6].

Core Insights - Rezolve Ai has announced the acquisition of Smartpay, enhancing its digital asset payment capabilities and supporting a merchant-fee-free payment initiative with Tether [1][2][5] Group 1: Acquisition and Strategic Initiative - The acquisition of Smartpay provides a proven operational foundation for Rezolve's initiative to integrate digital assets like USDT, BTC, and ETH into mainstream retail payments [2][5] - Smartpay has processed over 19 million transactions worth more than $1 billion in the past year, demonstrating its robust transaction capabilities [1][2] Group 2: Global Expansion and Market Reach - Smartpay's infrastructure is operational in Brazil, Argentina, Colombia, and Angola, handling tens of millions of stablecoin transactions annually, which expands Rezolve's payment capabilities in high-growth markets [3] - This acquisition allows Rezolve to scale its digital asset payment model globally, leveraging Smartpay's existing network [3][5] Group 3: Leadership and Innovation - Rocelo Lopes, founder of Smartpay, will lead Rezolve's Digital Currency Initiative, focusing on the global expansion of the multi-asset payment system [4] - The integration of Smartpay's network with Rezolve's technology aims to create a fast, simple, and fee-free way for merchants to accept digital assets [5] Group 4: Future Developments - The acquisition accelerates Rezolve's roadmap towards Agentic Commerce, where AI agents can autonomously conduct transactions using digital assets [6] - This initiative marks a foundational step towards an economy driven by intelligent, self-executing commerce [6]

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Core Insights - The emergence of "agentic commerce" powered by AI is set to transform e-commerce, offering significant investment opportunities for major players like Amazon, Google, Meta, Walmart, Shopify, and eBay [1][3][10] - OpenAI's recent announcement to enable shopping directly through ChatGPT marks a pivotal moment in the integration of AI into e-commerce [1][6][9] E-Commerce Landscape - AI shopping is not a new concept, but major retailers are increasingly focusing on AI to enhance shopping precision and speed [2][3] - The U.S. e-commerce market exceeds $1 trillion annually, highlighting the substantial financial stakes involved [3] AI Chatbots and Consumer Trust - AI chatbots are gaining traction, with a reported 4,700% increase in referrals to e-commerce product pages from AI bots year-over-year [4] - ChatGPT is central to this trend, with projections of 20 billion shopping-related messages this year [5] OpenAI's Strategic Moves - OpenAI's partnership with Etsy and Shopify to facilitate direct purchases through ChatGPT could create new revenue streams [6][7] - The launch of the Agentic Commerce Protocol aims to simplify e-commerce transactions via AI [8][9] Competitive Dynamics - The competition among tech giants like OpenAI, Google, and Amazon is intensifying as they vie for leadership in AI-driven commerce [10][11] - Amazon and Walmart are developing their own AI shopping assistants, indicating a broader trend towards agentic capabilities in retail [11][12] Financial Implications - The market for agentic commerce is projected to reach $136 billion in 2023 and could grow to $1.7 trillion by 2030, presenting new challenges for payment processors [22] - Companies like Mastercard and Visa are already adapting to this shift by launching tools focused on agentic commerce [23][24] Consumer Behavior and Adoption - Despite the advancements, consumer trust and privacy concerns remain significant hurdles for widespread adoption of AI shopping [26] - A survey indicated that 43% of U.S. consumers are uncomfortable with generative AI analyzing their personal data for shopping recommendations [26] Advertising and Revenue Streams - The rise of AI shopping could disrupt traditional advertising models, particularly for Google and Meta, as AI agents may change how consumers interact with ads [29][30] - Amazon is projected to generate $67.6 billion in advertising revenue this year, underscoring the importance of advertising in its business model [32] Market Sentiment - Despite recent stock fluctuations, analysts remain optimistic about the long-term potential of AI in e-commerce [36][37] - The ongoing investment in AI technologies by major retailers is seen as crucial for maintaining competitiveness in the evolving market landscape [38]

Core Viewpoint - Rezolve Ai has received positive recognition from six independent equity research firms, which have raised their price targets due to the company's strong execution, partnerships with Microsoft and Google, and an accelerating revenue outlook [1][5]. Financial Performance - Rezolve Ai announced its H1 2025 earnings, increasing its 2025 Annual Recurring Revenue (ARR) target to $150 million, which is 50% higher than previous guidance, and set a 2026 ARR exit target of $500 million [2]. - The company is currently serving over 100 enterprise customers globally, benefiting from strategic partnerships and targeted acquisitions [2]. Partnerships and Technology - The partnerships with Microsoft and Google are highlighted as key drivers of growth, with Rezolve's brainpowa models outperforming general-purpose large language models (LLMs) in areas such as empathy, contextual relevance, and accuracy [3][5]. - The Brain Suite, an enterprise AI platform, is designed to enhance customer engagement and operational efficiency, positioning the company as a leader in AI-powered commerce solutions [3]. Analyst Ratings and Price Targets - Various equity research firms have raised their price targets for Rezolve Ai, with Maxim Group setting a target of $15, Roth Capital at $12.50, AGP/Alliance Global at $11, H.C. Wainwright at $10, and Cantor Fitzgerald and Northland both at $7 [5].

Core Insights - Meta has launched "Business AI," an AI assistant aimed at enhancing customer experiences through personalized product recommendations and streamlined purchasing options via chat interactions [2][3] - The Business AI tool will be available for free integration into Meta ads, allowing customers to engage with product-related queries directly within Facebook and Instagram [3] - Companies wishing to implement the Business AI assistant on their own websites will incur a cost that is expected to be lower than existing market alternatives [4] Industry Trends - Research indicates that AI-powered shopping is gaining popularity, with approximately 32% of surveyed individuals having used generative AI for shopping purposes [5] - The highest reported use case for generative AI is in work-related tasks at 40%, followed by creative and educational applications [5] - Other major players in the AI shopping space include Amazon, which offers a "Buy For Me" feature, and OpenAI, which allows ChatGPT users to make purchases from Etsy and Shopify merchants [5][6] Meta's Future Plans - Starting December 16, Meta will utilize user interactions with AI to create personalized ads and content, enhancing the relevance of user experiences on its platforms [6][7] - The company aims to evolve its advertising strategy by incorporating AI interactions as a new signal for tailoring content and ads to user interests [7]