Retailgentic

Scot Wingo
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Jul 31, 2025 • 47min

AI-Native Brands, Agentic Commerce, and the Future of Retail | Karl Haller, IBM

In this episode of the Retailgentic podcast, we sit down with Karl Haller, Partner at IBM Consulting and leader of their Consumer Industry Center of Competency. Karl brings deep insight into the retail, CPG, and fashion sectors, sharing how AI is reshaping enterprise operations, from store-level automation to the rise of agentic shopping and AI-native brands.We explore:How IBM uses AI internally to save billionsThe future of AI-native startups with 5x leaner orgsWhat retailers need to know about agent-based shoppingHow personalization and dynamic pricing could transform the consumer experience📍 Timestamps:00:00 – Intro & Karl’s background01:10 – IBM's early AI work and internal cost savings05:00 – AI’s shift from hype to workflow transformation07:15 – Retail use cases: contact centers, operations, and automation10:55 – The agentic shopping shift: consumers vs. retailers16:00 – Why gift-giving may tip agentic shopping into the mainstream18:30 – ChatGPT’s hosted checkout and new marketplace dynamics22:00 – The rise of AI-native brands and single-person unicorns30:00 – Store-level orchestration and event-triggered workflows36:00 – Personalization in stores—like having Anna Wintour’s whisperer39:00 – Dynamic pricing and loyalty-based personalization44:00 – Final thoughts: the slow shift until the tipping point hits🧠 Want to stay ahead in AI commerce? Subscribe and follow along: 📰 Subscribe to the free Substack: retailgentic.ai📺 Watch episodes on YouTube: youtube.com/@retailgentic🎧 Listen wherever you get your podcasts: Spotify, Apple, etc.
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Jul 29, 2025 • 36min

Amazon's Secret Plan to Beat Walmart with AI Vans & Micro-Fulfillment | Interview with Brittain Ladd

Amazon is quietly building the future of grocery and retail logistics and former Amazon exec Brittain Ladd is here to break it all down.In this exclusive conversation, Brittain reveals never-before-shared insights into Amazon's local vending machines (LVMs), robot-powered Rivian vans, and the AI-driven strategy to dethrone Walmart in grocery. He also discusses Amazon's ambitions in third-party logistics and why they might one day buy the USPS.Whether you're into e-commerce, logistics, or the future of automation, this is an episode you don't want to miss.Timestamps:0:00 – Intro & Brittain Ladd background2:00 – Instacart talent exodus and Walmart's poaching3:00 – Amazon’s $4B rural delivery investment4:45 – Amazon’s grocery strategy gap vs. Walmart6:30 – Micro-fulfillment & why Amazon is still behind8:00 – Whole Foods as a broken link in Amazon’s chain10:00 – Local Vending Machines (LVMs): Amazon's secret weapon13:00 – Robotized Rivian delivery vans explained16:30 – Printer cartridge model for replenishing vans18:30 – AI-powered inventory prediction by ZIP code21:00 – Amazon’s long-term vision to beat Walmart23:00 – Humanoid robots & autonomous delivery26:00 – Amazon as the next FedEx/UPS29:00 – Will Amazon buy the USPS?🧠 Want to stay ahead in AI commerce? Subscribe and follow along: 📰 Subscribe to the free Substack: retailgentic.ai📺 Watch episodes on YouTube: youtube.com/@retailgentic🎧 Listen wherever you get your podcasts: Spotify, Apple, etc.
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Jul 24, 2025 • 42min

Comet in Action: The Future of AI Shopping Agents | Retailgenic Live Demo

Missed the Retailgenic livestream? We’ve got you covered. In this special replay, Scott Wingo walks you through the rise of agentic browsers, gives a full demo of Perplexity’s new browser Comet, and explores how tools like Comet are transforming shopping as we know it. From multi-tab research to automatic cart additions and product comparisons, this is your front-row seat to the next generation of AI-driven commerce.Highlights include:What makes agentic browsing different from traditional searchHow Comet leverages your local context to automate tasksA live showdown of Comet vs. Amazon, Target, and WalmartA surprise appearance by Alexa 2.0🧠 Want to stay ahead in AI commerce? Subscribe and follow along: 📰 Subscribe to the free Substack: retailgentic.ai📺 Watch episodes on YouTube: youtube.com/@retailgentic🎧 Listen wherever you get your podcasts: Spotify, Apple, etc.
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Jul 17, 2025 • 35min

Generous: The AI Gifting Assistant Changing How We Shop | Kyle Montgomery, CEO @ Generous

Kyle Montgomery, founder of Generous, joins Retailgenic to talk about building an AI-powered gifting agent that actually feels human. From his background in e-commerce to the "20 nieces and nephews" moment that sparked his startup journey, Kyle unpacks what it takes to build an agentic marketplace and why gifting is the perfect place to start.Sign up for the waitlist: https://meetgenerous.comFollow Kyle: https://www.linkedin.com/in/kyleamontgomery/⏱️ Key Timestamps:Timestamps:00:00 – Hands on the wheel: what autonomy in gifting looks like02:05 – Meet Kyle Montgomery, founder of Generous04:00 – Kyle’s background: From Demandware to Estound Digital06:00 – What sparked the idea for Generous? (Hint: 20 nieces + no app)11:00 – Generous: What it is and who it's for13:00 – Contact syncing, user onboarding, and AI-powered suggestions18:00 – No search bar?! The power of chat-first shopping22:00 – Agentic checkout and payment flow27:00 – The humanity of gifting—why agents shouldn’t replace people30:00 – What happens when brands no longer need websites?34:00 – Are agencies ready for the agentic future?38:00 – Kyle’s thoughts on Scott’s 5 Levels of Agentic Commerce41:00 – Where to sign up + what’s next for Generous📰 Subscribe to the free Substack: retailgentic.ai📺 Watch episodes on YouTube: youtube.com/@retailgentic🎧 Listen wherever you get your podcasts: Spotify, Apple, etc.
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Jul 10, 2025 • 43min

AI Agents That Shop for You? Nekuda Is Building the Future of Payments | Ayal Karmi, CEO @ Nekuda

Can your AI assistant really shop for you? What happens when the “Buy Now” button isn’t clicked by a person? In this episode, Nekuda CEO Ayal Karmi explains how his company is rethinking payments for a world where autonomous agents act on our behalf.We talk about:• The lightbulb moment from a failed pizza-ordering agent• Why authorization (not just authentication) is the future• Real-world agent examples: fashion stylists, car modders• Competing (and not competing) with Stripe & PayPal• Raising a seed round led by Madrona, with Visa & Amex on board🔗 Visit Nekuda: https://nekuda.ai🧠 Read their Substack: https://nekuda.substack.com⏱️ Key Timestamps:00:35 – Ayal’s background in payments, AI, and crypto02:30 – The failed pizza-ordering agent that sparked Nekuda05:00 – The shift from AI-enhanced search to full agentic checkout08:10 – Early product pivots and the importance of intent in transactions12:00 – Who actually uses Nekuda’s tech: agent builders18:30 – Real-world agentic use cases: stylists, mechanics, and more21:00 – How their Substack brought in Visa & Amex as investors26:00 – Competing with incumbents like Stripe & PayPal34:45 – Will websites even exist in 2030?📰 Subscribe to the free Substack: retailgentic.ai📺 Watch episodes on YouTube: youtube.com/@retailgentic🎧 Listen wherever you get your podcasts: Spotify, Apple, etc.
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Jun 26, 2025 • 49min

Agentic Shopping, Retail Data, & AI's Future | Ananda Chakravarty, VP Research @ IDC Retail Insights

In this episode of Retailgenic, Scot Wingo welcomes Ananda Chakravarty, VP of Research at IDC’s Retail Insights Group. Ananda shares his decades of retail and technology experience spanning Monster, Staples, Oracle, Diebold Nixdorf, and Forrester to help break down:The real definition of Agentic AIHow retailers must prepare their data and sites for AI agentsWhy product discovery is ripe for AI-driven transformationThe massive implications for pricing, loyalty, personalization, and retail mediaHow agent-to-agent commerce may soon reshape buying behavior entirelyThis is a must-listen for anyone thinking about the future of retail, commerce, and AI.📰 Subscribe to the free Substack: retailgentic.ai📺 Watch episodes on YouTube: youtube.com/@retailgentic🎧 Listen wherever you get your podcasts: Spotify, Apple, etc.Highlights:00:02:15 Ananda explains his IDC report on agentic AI & product discovery00:05:00 His career journey: engineering to business to retail tech00:10:45 Early e-commerce work at Monster, Staples, Talbots00:26:00 Deep dive into agentic AI orchestration & multi-agent workflows00:36:00 What retailers should do today to prep for AI agents00:41:00 How pricing, loyalty, and personalization will change00:44:00 Agents negotiating with agents (agent-to-agent commerce)00:48:00 The rapid acceleration of agentic traffic vs human traffic00:49:00 Where to follow Ananda's work
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Jun 19, 2025 • 48min

Why the Next Billion-Dollar Brand Won’t Have a Website | Roy Rubin, Entrepreneur and Investor

Roy Rubin, co-founder of Magento and now a venture capitalist at R-Squared Ventures, shares intriguing insights on the future of e-commerce. He believes the next billion-dollar brand may not need a website at all. The conversation highlights the concept of agentic shopping, the evolution of Magento, and the challenges faced during its acquisition by eBay. Rubin also discusses the transformative role of AI agents in commerce, as well as the potential disruption of current platforms like Shopify and Amazon.
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Jun 12, 2025 • 53min

Agentic Commerce, AI Checkout, and the Future of Retail | Matt Nichols, Commerce Ventures

In this episode of Retailgenic, host Scot Wingo sits down with Matt Nichols, General Partner at Commerce Ventures, to unpack the future of agentic commerce, the evolving role of AI shopping agents, and the new infrastructure needed to support them.Matt shares:- Why enriched product catalogs will power LLM-driven shopping- How AI-native checkout layers could disrupt traditional eCommerce- What retailers and marketplaces must decide about exposing data to AI platforms- Insights into Commerce Ventures’ investment thesis and portfolio companies like Kevel, Portless, and OptiversalFrom personalized retail media to tokenized payments and stablecoins, this wide-ranging conversation explores the critical infrastructure needed for a future where AI, not humans, drive most online shopping.🔔 Subscribe for more insights at the intersection of retail, eCommerce, and AI⏱ Notable Timestamps:00:01:56 – Guest intro: Matt Nichols, General Partner at Commerce Ventures00:04:50 – From VC to operator: Lessons from running a jewelry eCommerce brand00:06:00 – How SEO and dynamic product creation powered growth00:10:38 – How Commerce Ventures partners with strategic LPs00:14:00 – Unique investment model: small first check, large follow-on00:19:15 – Thematic investment areas: low-inventory retail, agentic payments, and AI-powered email00:25:56 – Agentic product catalogs: new expectations for PDP data00:28:00 – Why we need a Shopify for AI-driven commerce00:30:00 – Mastercard’s agentic wallet concept explained00:34:00 – How retailers can create compelling AI on-site experiences00:39:00 – Pricing wars: Will agentic shopping force new price structures?00:44:00 – Why eCommerce growth has plateaued (and what might reignite it)00:49:00 – Ads in AI overviews: The next monetization challenge for Google📰 Subscribe to the free Substack: retailgentic.ai📺 Watch episodes on YouTube: youtube.com/@retailgentic🎧 Listen wherever you get your podcasts: Spotify, Apple, etc.
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Jun 5, 2025 • 36min

Retail Media, GenAI & Agentic AI Shopping | Sucharita Kodali, Forrester

Sucharita Kodali, Vice President at Forrester Research and retail expert, joins the discussion to unpack the rise of agentic AI in shopping. She dives into the surge of retail media networks post-COVID and how generative AI is reshaping brand strategies. TikTok’s growing role in product discovery poses a challenge to traditional platforms like Google. The conversation also touches on the hype versus reality of agentic shopping, as well as the potential threats AI poses to industries like ticketing, making it a must-listen for retail enthusiasts.
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Jun 3, 2025 • 47min

How AI Agents Are Already Transforming Retail | Michelle Grant, Salesforce

In this episode of Retailgentic, Scot Wingo is joined by Michelle Grant, Director of Strategy & Insights for Retail and Consumer Goods at Salesforce. Michelle brings powerful insights from Salesforce’s massive retail data sets, surveys, and first-hand industry experience.They dive deep into:🧠 How Gen Z is driving the adoption of AI shopping agents📊 Data from Salesforce’s Connected Shoppers Report🤖 Where AI agents are showing up in real-world retail—from customer service to marketing and inventory📈 What brands and retailers must do to stay relevant in the agentic future💬 Why websites aren’t going away—but will need to evolve fastIf you want to understand the real-world impact of generative and agentic AI in commerce, this episode is a must-watch.0:00 - Intro and Michelle’s background  2:00 - What Michelle does at Salesforce  5:45 - Salesforce’s data sources: Commerce Cloud + surveys  8:00 - GenAI traffic trends (Q1 2025 data)  10:30 - AI agent traffic from ChatGPT & Gemini  12:00 - Social vs. search vs. agentic behavior  14:10 - Connected Shoppers Report overview  15:00 - Gen Z adoption of AI agents  18:20 - What consumers want AI agents to do (customer service, returns, loyalty)  22:00 - Retailer adoption of agentic tools  26:00 - The future of retail websites  30:00 - Hyper-personalization and AI memory  35:00 - Final thoughts on retail strategy in the AI era📰 Make sure to subscribe to the Retailgentic Substack: https://www.retailgentic.com📺 Watch episodes on YouTube: youtube.com/@retailgentic🎧 Listen wherever you get your podcasts: Spotify, Apple, etc.

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