In the broader context of Agentic Commerce, Walmart is quite active, but it's all 'inside out' - vs. the horizontal 'engines' are outside -> in - meaning they grab consumer attention, answer their prompts and send traffic via citations to retailers and brands. I don't see Walmart doing that, unless it's in a limited way like Amazon's 'buy for me'.
Scot do you not see Walmart getting into the mix as well? I know some of the projects they have worked on, so was curious if you see them as a player?
In the broader context of Agentic Commerce, Walmart is quite active, but it's all 'inside out' - vs. the horizontal 'engines' are outside -> in - meaning they grab consumer attention, answer their prompts and send traffic via citations to retailers and brands. I don't see Walmart doing that, unless it's in a limited way like Amazon's 'buy for me'.