Amazon is exploring potential partnerships with third-party AI shopping agents despite currently blocking them from scraping its site. During an earnings call, CEO Andy Jassy highlighted the transformative potential of AI agents in e-commerce and expressed a willingness to collaborate with external developers in the future. While other companies like OpenAI have established AI shopping integrations with platforms like Etsy and Walmart, Amazon remains focused on refining its own AI capabilities, such as its consumer chatbot, Rufus, which has significantly increased purchase rates. The company reported a 10% year-over-year sales growth in its online stores, yet faces rising AI-related costs, forecasting $125 billion in spending by 2025. Jassy emphasized the need for better personalization in AI agents, citing their current shortcomings. Although Amazon initially launched internal social-commerce products, it now opts for strategic partnerships, aiming to enhance customer experience while navigating a dynamic e-commerce landscape.
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