ReFiBuy

[ReFiBuy @ReFiBuyAI]

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? https://t.co/xOfNyODAFN via @LinkedIn

[ReFiBuy @ReFiBuyAI]

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... https://t.co/bXExeWCzIU via @LinkedIn

[ReFiBuy @ReFiBuyAI]

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

[Bryan Kim @kirbyman01]

https://t.co/R3NrQ5BUoS

[ReFiBuy @ReFiBuyAI]

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

[Varshika Prasanna @varshikaARK]

Subscriptions won't be the dominant revenue stream. Our research suggests that lead generation for agentic commerce and AI advertising revenue will unlock far greater monetization, representing the lion's share of a ~$900B consumer revenue opportunity in 2030.

[ReFiBuy @ReFiBuyAI]

LLMs just changed the rules, and brands that don’t adapt are about to feel it.

Read the full breakdown → https://t.co/mQN0IDFqBW #AgenticCommerce #AIShopping #DigitalMarketing #EcommerceStrategy

[Stripe @stripe]

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.

[Jonson @SagorMolla31534]

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

[Alex Chriss @acce]

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 🚀

https://t.co/OjSm4AAxB7

[ReFiBuy @ReFiBuyAI]

Great interview!

[Fidji Simo @fidjissimo]

Was fun talking to @WIRED about my first few months at @OpenAI and what I’m focused on.
https://t.co/yIvVTsn6iX

[Similarweb @Similarweb]

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.

[Patrick Salyer @patricksalyer]

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.

[Similarweb @Similarweb]

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.

[ReFiBuy @ReFiBuyAI]

🤔🤔🤔

[Similarweb @Similarweb]

Growth rate of the top ten websites globally: ChatGPT is the only one with positive growth.

[ReFiBuy @ReFiBuyAI]

@Cartman477 @Similarweb I found it -> https://t.co/69LBReh2u5

[ReFiBuy @ReFiBuyAI]

FLASH: ChatGPT Close to Launching ChatGPT Checkout... (Buy on ChatGPT?) https://t.co/WKJuS8h9le

[ReFiBuy @ReFiBuyAI]

🥰

[nekuda @nekuda_ai]

💘

[nekuda @nekuda_ai]

good morning google trends

[ReFiBuy @ReFiBuyAI]

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)

[ReFiBuy @ReFiBuyAI]

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

[nekuda @nekuda_ai]

@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: https://t.co/LeYcAUI35a