Dec. 30 at 12:22 AM
An under discussed, and relatively large bear case on
$AMZN is agentic commerce. Everyone thought
$GOOG was the one at risk from ChatGPT, but it might end up that Amazon is the one who actually gets hurt.
The reason why everyone uses Amazon today is because it’s the fastest way to identify the optimal cost to quality ratio for practically everything.
It’s inconvenient and a pain to search around online, and compare prices for different products on different websites with different reviews.
But what might be painful for us is unlikely to be painful for a shopping agent who can easily scan dozens or hundreds of products, alternatives, and quickly compare prices and reviews.
$SHOP $SLV