Where AI is headed in 2026 - Foundation Capital

kept by eddie jan 02

Enterprise AI hits production, decision traces become new moat, AI security surges, agents dominate e-commerce, Gemini overtakes ChatGPT, and an AI lab goes public in 2026.

Monetizing AI surfaces: Ads in the age of AI
OpenAI is testing intent-based ads and affiliate commerce in ChatGPT, with potential to become a $10B+ business if it builds effective measurement and avoids compromising answer quality.
also on #ecommerce, ChatGPT, Google, OpenAI, #ai-agents, #ai
Walmart: ChatGPT checkout converted 3x worse than website
Walmart's test of 200,000 products via ChatGPT's Instant Checkout found conversion rates three times lower than directing users to its website, leading it to drop the feature for its own integrated shopping experience.
also on #ecommerce, ChatGPT, OpenAI, #ai-agents
How will OpenAI compete? — Benedict Evans
OpenAI lacks durable competitive advantages as models commoditize, engagement remains shallow, and incumbents leverage distribution to erode its early lead.
also on Gemini, ChatGPT, Google, OpenAI, Anthropic, #ai-agents, #ai