ReFiBuy

Check out the latest article in my newsletter: Retailgentic Exclusive: Live from the Shoptalk AI Stage - The First Shoptalk Debate: Will AI Agents Transform Retail? linkedin.com/pulse/retailge… via @LinkedIn

Check out the latest article in my newsletter: 🚨ALERT🚨: Amazon Expands Shop Direct/Buy-for-Me Program: Now Accepting Datafeeds, Self-Service Merchant Portal Coming Soon... linkedin.com/pulse/alert-am… via @LinkedIn

Bryan Kim lays out the case for why AI subscriptions won’t reach “everyone,” and why ads (plus commerce / affiliate paths) are the inevitable bridge to broad access. The part we’re watching: which formats win? pure intent ads (search-like), conversational ads (ask questions inside the ad), affiliate/checkout inside the assistant, or something totally new? #ConsumerAI #Monetization #AgenticCommerce #AdTech

Check out ARK's predictions on Agentic Commerce sources of revenue 👀

LLMs just changed the rules, and brands that don’t adapt are about to feel it. Read the full breakdown → retailgentic.com/p/free-yoursel… #AgenticCommerce #AIShopping #DigitalMarketing #EcommerceStrategy

We’re working with @Microsoft to power shopping in @Copilot. Users in the US can now buy from @Etsy, @UrbanOutfitters, and @Anthropologie without leaving the chat.

SEO is dead. a16z just called it: traditional search is dead. Welcome to Generative Engine Optimization (GEO). Now people ask AI, not Google and if you’re not in the answer, you don’t exist. Here’s the mega prompt I use to get my brand recommended by ChatGPT, Claude, and Gemini

Excited to partner with @perplexity_ai to power seamless agentic shopping experiences. Starting next week, customers will be able to search, shop and pay for their holiday purchases with @PayPal in Perplexity. Let’s go! @AravSrinivas 🚀 cnbc.com/2025/11/19/per…

Great interview!

Leading GenAI Tools MoM Growth Rates - September 2025: → Gemini leads with over 3x the growth of runner-up Perplexity. → Grok is the only website with negative growth. → DeepSeek sees first month-over-month growth since February.

AI-first shopping starts in chat. With Instant Checkout + the Agentic Commerce Protocol (ACP), you don’t have to leave. This is Agent Customer Experience: chat → consider → buy. Near term: specialty buys shift to chat (bikes, strollers, mixers). Agents shortlist, explain trade-offs, convert. Longer term: commodity buys flip from search-led to agent-led replenishment. Your assistant keeps you stocked and price-optimized. What won’t change (for specialty): social discovery still sparks demand. Brand still earns trust (and premium). What does change: the front door to commerce is chat. Storefronts become APIs. The funnel compresses—intent, eval, checkout—in one conversation. Incumbents: Adobe/Salesforce et al get re-architected for ACX. Differentiation shifts from page design to data, agents, outcomes. Founder opportunities: agent-native merchandising + attribution; ACP connectors + merchant tooling; product knowledge graphs/RAG; compliance + brand controls; agentic journey analytics. ACX won’t kill commerce—but it will reroute the path to purchase for many brands.

Google Gemini in September 2025: → 1.057B visits. → First time surpassing 1 billion visits. → 9th consecutive month of growth. → +285.07% YoY. → +46.24% MoM.

🤔🤔🤔

@Cartman477 @Similarweb I found it -> similarweb.com/corp/wp-conten…

@Similarweb Does this link to the wrong tracker? It’s not the AI tracker.

GenAI Traffic Share Update Takeaways: → Gemini's rapid ascent continues. → Perplexity catches up with Grok. 🗓️ 12 months ago: ChatGPT: 87.1% Gemini: 6.5% Perplexity: 1.7% Claude: 1.7% Copilot: 0.9% 🗓️ 6 months ago: ChatGPT: 77.2% DeepSeek: 7.6% Gemini: 5.5% Grok: 3.2% Perplexity: 1.9% Claude: 1.6% Copilot: 1.2% 🗓️ 3 months ago: ChatGPT: 78.6% Gemini: 8.6% DeepSeek: 4.8% Grok: 2.1% Perplexity: 1.6% Claude: 1.5% Copilot: 1.1% 🗓️ 1 month ago: ChatGPT: 78.1% Gemini: 9.1% DeepSeek: 4.0% Grok: 2.3% Claude: 1.9% Perplexity: 1.8% Copilot: 1.2% 🗓️ Today: ChatGPT: 73.8% Gemini: 13.7% DeepSeek: 3.9% Grok: 2.0% Perplexity: 2.0% Claude: 1.8% Copilot: 1.2% >>

FLASH: ChatGPT Close to Launching ChatGPT Checkout... (Buy on ChatGPT?) open.substack.com/pub/scotwingor…

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good morning google trends

That's no moon! (Also, @sama let's not forget the Death Star had a fatal flaw that the Rebels used to, well you know..) ""Evacuate? In our moment of triumph? I think you overestimate their chances." - Grand Moff Tarkin (RIP, blew up about 30 seconds after saying this)

Twas the night before ChatGPT-5: 'Twas the night before ChatGPT-5, when all through the net, Not a server was idle, not even a bit; The coders were frantic, their keyboards ablaze, Dreading the dawn of AI’s newest phase. Startups were quaking, their dreams turned to dread, Fearing their businesses soon would be dead; Retailers puzzled, with checkout in sight, What tricks would this model unleash in the night? Investors, oh my, with dollar signs gleaming, Their wallets were ready for riches past dreaming; While coders and founders tossed in their beds, Visions of obsolescence danced in their heads. -Grok 4 with a long prompt from @scotwingo

@Shopify just announced their agentic commerce tools, making commerce agents first-class citizens. For the first time, third-party agent developers can search and buy across Shopify’s entire merchant catalog. We wrote more about it here: nekuda.substack.com/p/shopify-make…