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Retail & Commerce · 4 min read

Walmart and Home Depot Set the First Rules for AI Shopping Agents

Walmart will launch Agent Profiles with $50–$200 per-order spend caps in November while Home Depot requires identity disclosure — the first major retailer frameworks for agentic commerce.

Oct 30

Retail & Commerce · 3 min read

Walmart Deploys AI-Powered Electronic Shelf Labels Nationwide Before Holiday Season

Walmart is rolling out AI-driven electronic shelf labels with Shop, Pick, and Stock to Light features across its U.S. store network ahead of the holiday season, enabling real-time dynamic pricing and reducing manual shelf labor at scale.

Oct 2

Transportation & Logistics · 4 min read

PepsiCo Launches 41 Gatik Driverless Trucks Across Three States in the Largest U.S. Autonomous Delivery Fleet

PepsiCo deployed 41 fully driverless Gatik trucks in Arizona, Texas, and Arkansas to deliver Frito-Lay products to Walmart and Dollar General — the largest autonomous commercial delivery fleet in U.S. history, backed by a $600 million multiyear commitment.

Jun 10

Retail & Commerce · 5 min read

Amazon and Walmart Race to Own Retail's AI Decision Layer

68% of consumers used AI-enabled shopping tools in the past three months. Amazon and Walmart are racing to control the AI interface — the decision layer — that mediates every purchase those consumers make.

Jun 4

Retail & Commerce · 5 min read

Amazon and Walmart Are Racing to Control Retail's AI Decision Layer

Nearly half of online shoppers now use AI during purchase journeys, and ChatGPT's share of product research has jumped from 2% to 30% in two years. Amazon and Walmart are fighting to control the AI system that determines what consumers see, consider, and ultimately buy.

Jun 2

Transportation & Logistics · 4 min read

AI-Orchestrated Transportation Is Moving From Concept to Commercial Reality

Gatik has completed more than 60,000 driverless orders for Walmart. Aurora is targeting 200 driverless trucks by year-end. A sweeping industry analysis shows the autonomous freight sector has passed the pilot phase — what is emerging is a layered AI stack across existing logistics infrastructure.

Jun 2

Transportation & Logistics · 4 min read

ACT Expo: Autonomous Trucking Leaders Say Virtual Drivers Are Ready to Scale Commercially

At ACT Expo, leaders from Torc, Kodiak, and Gatik declared autonomous trucking has moved from proving technology to proving scale — with Gatik completing 60,000 driverless commercial orders for Walmart.

May 16

Retail & Commerce · 4 min read

Retailers Are Rewriting Their Products to Be Read by AI, Not Humans

Canadian Tire, Walmart, and other major retailers are restructuring product descriptions and metadata to be parsed by AI shopping agents — the traditional SEO playbook is becoming obsolete.

May 8

Retail & Commerce · 3 min read

Retailers Are Making a Risky Bet on Agentic AI That Could Cost Them Their Customer Relationships

Retailers embracing agentic AI risk ceding direct customer access and first-party data ownership to the platforms hosting those agents — a structural threat most are not taking seriously enough.

May 4

Retail & Commerce · 5 min read

AI Is Redefining What Physical Stores Are For — With $1 Trillion in Commerce at Stake

An AI decision layer controlled by Amazon, Walmart, and Google is increasingly determining what consumers buy before they step into a store—putting $1 trillion in annual commerce at stake.

May 1