Is Amazon about to emerge from the AI era even stronger than before? We analyze why Amazon's focus on the "transaction layer" gives them a 60-70% probability of dominating AI-driven commerce.
Key Talking Points:
The integration of Rufus and the next-generation Alexa model into a single conversational interface.
Why owning the logistics and payment information is more important than building the "best" AI model.
The shift from top-of-funnel AI research to bottom-of-funnel purchase completion.
