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 ...

Following its acquisition of Smartpay, Rezolve unveils how it believes AI, digital-asset payments, and real-time data will converge to power the $100 trillion global economyNEW YORK, Oct. 08, 2025 (GLOBE NEWSWIRE) -- Rezolve Ai (NASDAQ: RZLV), the category-defining platform at the intersection of AI, commerce, and payments, today unveiled its framework for what it believes will be the next era of intelligent trade, the Age of Agentic Commerce, where autonomous AI systems will search, negotiate, and transact ...

Over $1B in annual USDT transaction volume provides the foundation for Rezolve’s multi-asset, merchant-fee-free payments initiative with TetherNEW YORK, Oct. 07, 2025 (GLOBE NEWSWIRE) -- Rezolve Ai (NASDAQ: RZLV), the category-defining platform at the intersection of AI, commerce, and payments, today announced the acquisition of Smartpay, one of the world’s most advanced digital asset payment platforms, which has processed over 19 million commercial transactions, with an aggregate value of more than $1 bill ...

Anna’s AI agent shops, negotiates, and pays for her — but only if she can trust it. zkML makes sure the agent she’s using is the real one she approved, not a hacked or swapped model. That means her agentic commerce is not just smart, but safe.Enter Polyhedra: Welcome to the Verified AI shopping era. ...

It sounds like science fiction, but AI shopping could soon become an e-commerce reality. You're looking to buy a gift for mom or dad, or for running shoes under $100. An AI chatbot familiar with who you are, your tastes, your family's tastes and even your finances helps in the quest. "How about a pair of Nikes on Walmart.com?" the bot asks. "It fits your budget right now." Welcome to the world of "agentic commerce," a buzzy term for shopping powered by AI. The trend offers big opportunities for gains in Ama ...

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].

Meta is offering companies the chance to use its artificial intelligence (AI) chat tool on their own websites.By completing this form, you agree to receive marketing communications from PYMNTS and to the sharing of your information with our sponsor, if applicable, in accordance with our Privacy Policy and Terms and Conditions .Complete the form to unlock this article and enjoy unlimited free access to all PYMNTS content — no additional logins required.The Facebook owner on Thursday (Oct. 2) unveiled “Busine ...

Core Insights - Rezolve Ai reported first half 2025 results that significantly exceeded analyst expectations, highlighting its growing momentum with global enterprises and its role as an AI commerce engine [1][5] - The company has secured over $90 million in Annual Recurring Revenue (ARR) year-to-date and raised its guidance to a minimum of $150 million ARR exit rate for 2025, with a long-term goal of $500 million ARR exit rate for 2026 [2][5] Financial Performance - Revenue for H1 2025 reached $6.3 million, a 426% increase year-over-year, surpassing the $5.1 million consensus [6] - Gross margin was reported at 95.8%, significantly higher than the expected 60-70% range, indicating strong performance of the SaaS model [6] - Adjusted EBITDA for H1 2025 was $(17.7) million, better than the $(18.7) million consensus [6] Customer Adoption and Partnerships - The Brain Suite, which includes Brain Commerce and Brain Checkout, is now live with over 100 enterprise customers, including notable brands like Ferrero, H&M, and Urban Outfitters [3][8] - Strategic partnerships with Microsoft and Google are enhancing Rezolve's growth by providing global cloud infrastructure and go-to-market resources [9] Technology and Innovation - Rezolve's Brain Suite is designed for Agentic Commerce, enabling enterprises to deploy autonomous AI agents for real-time transactions and personalization [4][5] - The brainpowa model has been validated against leading public models like GPT-4 and Claude, demonstrating competitive performance with effectively zero hallucinations [11] Future Outlook - The company expects to implement digital asset capabilities into its Brain Checkout solutions, further solidifying its leadership in AI and commerce [10] - Following two financings totaling $250 million, Rezolve has approximately $230 million in cash, positioning it for global sales expansion and potential acquisitions [12]

Etsy is leveraging artificial intelligence to reignite growth across its platform, a decision that has caused significant volatility in its stock price. Etsy Stock price surges 12% after AI deal. Analysts say enthusiasm overdone; stock plummets 11% on Sept. 30. Etsy promises innovations for product discoverability. On Monday, OpenAI announced a partnership with Etsy, a business-to-customer global online marketplace. The deal enables U.S. ChatGPT users to shop directly with Etsy  (ETSY) sellers in the ...

ANALYSIS: The Market Threat From A Federal Shutdown Etsy (ETSY) stock dropped sharply on Tuesday, marking a pullback from a nearly 16% surge on Monday. The volatility comes as Wall Street sized up the impact of the e-commerce firm's new partnership with ChatGPT creator OpenAI. OpenAI on Monday announced a new product called Instant Checkout, which allows ChatGPT users to purchase items from U.S. Etsy sellers without leaving the hit chatbot's interface. Etsy is the first partner, with OpenAI planning to soon ...