When AI Gets a Wallet
Agentic commerce could change who controls discovery, payment and customer trust. The investment question is who owns the permission to act.
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Agentic commerce could change who controls discovery, payment and customer trust. The investment question is who owns the permission to act.
Launches and satellites create the infrastructure; recurring customers and durable margins determine the investment outcome.
Data centres make AI a power, cooling and construction story as well as a software story.