Retail unbundling, AI assistants as the new aisle.
The days of big online retail as we know it are over. Amazon, Walmart, Best Buy, and many others will all need to reinvent themselves as e-commerce changes. Once again, the homepage is dead. What will this mean for the big brands?
— The End Of Amazon, Walmart, Best Buy? AI-Driven Retail Unbundling · Forbes
Now LLMs decide what gets recommended. I have argued that Amazon’s homepage is dying and that retail is being unbundled the way media was a decade ago. To become visible, you need to be discovered by ChatGPT and Claude. A new discipline, GEO (Generative Engine Optimization), is replacing SEO (Search Engine…
— The State Of E-Commerce: Every Layer Of Discovery Changed At Once · linkedin