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Door Policy

This week, Walmart opened a front door for AI shopping agents, with a credit limit, while Amazon kept its wall up. Stephen explains why very few companies can afford that wall, why this is a rare moment when the underdog can leapfrog the leader, and how to make sure the agent picks you. Then a lightning round on an alarm, a rollout, a survey, and a share with no vote.

In this episode, Stephen Forte covers:

Door policy. Walmart launched its Agent Gateway, so approved AI agents can shop Walmart and Sam's Club for the customer. Each agent gets its own profile and spending limit, and normal…

The skinny

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