Three ways retailers can survive the AI-driven transformation of commerce.
First is price leadership, the Walmart model. LLMs will query retailers about price, likely via agent protocols like Model Context Protocol, and companies with substantial purchasing power will win. Second is distribution network leadership, Amazon’s edge. Speed and reliability in delivery matter even as homepages fade. Third is content and advisory leadership. Retailers will win by delivering expert advice, like REI for outdoor equipment or Tom’s Guide instead of Best Buy. Brands with unique and authentic takes on questions will be remembered by the LLM.
— The End Of Amazon, Walmart, Best Buy? AI-Driven Retail Unbundling · Forbes