Crypto VC is absolutely on fire right now.This one in particular we invested about 2 years ago, after I met Mike in Panama, his home country.We sat down at a restaurant in Panama city and had some local cuisine while discussing the future of agentic commerce & the ai x crypto crossover.Coming full circle to see The Rollup logo on a mega raise announcement is incredibly bullish.Talus is going to lead the AI charge on Sui and I couldn't be more stoked for their team to be very close to mainnet.Another day one ...

Core Insights - Shopify Inc. shares increased by over 6% following OpenAI's announcement that U.S. Shopify merchants can sell products directly within ChatGPT conversations [1] Group 1: Integration Impact - Oppenheimer maintained an Outperform rating and a price target of $180.00, indicating that the integration could improve product discoverability and conversion for Shopify's merchants among ChatGPT's approximately 70 million U.S. monthly active users [2] - Analysts believe that Shopify could capture additional gross merchandise volume as "agentic commerce" becomes a larger portion of consumer spending [2] Group 2: Monetization and Payment Options - OpenAI will impose a small transaction fee on merchants for purchases made through ChatGPT, with checkout managed via Stripe, which may limit Shopify's direct monetization [3] - Merchants can still direct sales through their own stores, which would benefit Shopify's platform, and there is potential for Shop Pay to be offered alongside Apple Pay, providing additional upside [3]

Core Insights - Alipay+ and Mastercard have partnered to enable Kakao Pay users to make NFC payments for overseas transactions, enhancing the travel experience for users [1][2][3] Group 1: Partnership and Service Launch - The collaboration allows Kakao Pay users to make NFC payments at over 150 million Mastercard merchant locations globally, including regions like Japan, Southeast Asia, the U.S., Europe, and Oceania [2] - Kakao Pay is one of the first partners to implement Alipay+'s NFC payment solution, complementing its existing QR code and barcode payment methods [2][3] Group 2: User Experience and Security - NFC payments simplify cross-border transactions by allowing users to tap their NFC-enabled Android phones on contactless POS terminals, reducing the need for physical cash [3] - The service ensures transaction security through advanced authentication and encryption, enhancing user confidence while traveling [3] Group 3: Strategic Goals and Market Expansion - Kakao Pay aims to provide a seamless payment experience for users during their overseas trips, positioning itself as an essential travel and payment platform [4] - Alipay+ seeks to empower mobile payment partners like Kakao Pay to expand their market reach and deliver secure payment services, contributing to a more inclusive global payment ecosystem [4][5]

Group 1: Uber Freight and AI Integration - Uber Freight announced upgrades to its AI capabilities to enhance logistics efficiency and simplify operations [1][6] - The transportation management system (TMS) now allows clients to track the entire order-to-cash journey, providing a unified platform for quicker decision-making [6][10] - New features include automated data-gathering for bid awards, enabling real-time comparisons of costs and services, which aims to reduce decision-making time and costs for clients [8][9] Group 2: Google and PayPal Partnership - Google and PayPal have entered a multi-year partnership to enhance digital commerce through AI, focusing on improving transaction experiences [4][3] - The partnership aims to leverage PayPal's payment solutions and Google’s AI capabilities to foster agentic commerce while ensuring secure transactions [4][2] - The collaboration is expected to have significant implications for the technology and e-commerce sectors if executed effectively [3] Group 3: Ethosphere's AI in Retail - Ethosphere raised $2.5 million in a pre-seed round to develop AI technology that captures in-store conversations for feedback [11][12] - The technology aims to enhance customer service by providing actionable insights to employees and managers based on real interactions [12][13] - Ethosphere's approach focuses on empowering retail employees to improve customer experiences and drive sales [15] Group 4: Ralph Lauren's Conversational AI - Ralph Lauren introduced a conversational AI chatbot named Ask Ralph to enhance customer engagement and provide personalized styling recommendations [16][17] - The chatbot aims to create a richer e-commerce experience, allowing consumers to interact as they would with a stylist in-store [17][18] - The technology is powered by Microsoft’s Azure OpenAI platform, reflecting a shift in consumer shopping habits [19][20] Group 5: Inspectorio's Paramo - Inspectorio launched Paramo, an AI-native intelligence layer designed to unify supply chain management systems [21][22] - The system aims to create a single source of truth for data, enhancing risk detection and compliance while streamlining sourcing processes [23][25] - Paramo is positioned to help brands and retailers adapt to a complex supplier landscape by increasing agility and operational intelligence [25]

PayPal and Google are teaming up on agentic commerce. https://t.co/Le8efidwmT ...

Proud to be a launch partner for @Google’s new Agentic Payments Protocol (AP2).The Sui Stack brings fast, programmable payments + privacy-first identity to power real agentic commerce.This is the future of AI automation.MystenLabs.sui (@Mysten_Labs):Sui is a launch partner for @Google’s new Agentic Payments Protocol (AP2) - a standard that lets AI agents transact on behalf of users.Originally developed by Mysten Labs, @SuiNetwork brings fast, programmable payments and privacy-first identity to power the fut ...

Core Insights - Shopify's revenues increased by 31% during the quarter, with no adverse effects from tariffs [1] - The company's performance exceeded expectations, particularly in North America and Europe, with no decline in U.S. demand [2] - Merchants have raised prices in response to inflation, with only 4% of Shopify's gross merchandise value (GMV) shipped under de minimis exemptions [3][4] Financial Performance - Shopify's global payments penetration reached 64%, a 61% increase year over year [5] - Shop Pay's GMV increased by 65% to $27 billion [5] - The company expanded its payments product into 16 new countries and introduced multi-entity support for high-volume merchants [5] Payment Innovations - Shopify introduced a USDC stablecoin option for international transactions in partnership with Coinbase [6] - The company is adapting to changing payment preferences to ensure merchants are prepared for future trends [6] Technological Advancements - Shopify is focusing on "agentic commerce," integrating shopping into AI conversations with new products like Catalog, Universal Cart, and improved Checkout Kit [7] - The AI assistant for merchants, Sidekick, offers actionable insights for inventory optimization and customer churn analysis [7]

Partnerships - Crossmint 与 Visa 合作，利用 Visa Intelligent Commerce 使 AI 代理能够代表用户进行交易 [1] Technology & Innovation - 目标是“将代理商务带给世界” [1]