Tomasz Tunguz, MD @ Theory
Amazon, United, and Dell ban AI shopping agents to protect high-margin ancillary revenue (ads, fees, warranties) that now exceeds their base product profits; Shopify welcomes agents because its business model relies on transaction-processing cuts regardless of buyer type.
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Topics: Retail & E-commerce · AI (Horizontal)
Published by Tomasz Tunguz · their site ↗
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