Is e-commerce dead? How can AI-enabled commerce take over global consumer decision-making and rewrite business rules?

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ABMedia
05-23
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The Era of AI Shopping Agents is About to Arrive, from Search, Price Comparison, Payment to Ordering, These Processes Once Requiring Humans to Complete Step by Step Are Now Being Comprehensively Taken Over by Artificial Intelligence. Tech Giants and Payment Powerhouses Are Jointly Creating a Brand New "Agent Commerce" World, Which Will Not Only Overturn E-commerce Logic but Potentially Fundamentally Transform Consumer Behavior and Business Strategies. The Development of AI Shopping Agents is Rapidly Advancing: From "Search and Checkout" to "Verbal Notification" Alliance Dao R&D Director Mohamed ElSeidy Pointed Out that Traditional E-commerce Has Greatly Reduced Shopping Friction but Still Relies on Human Operation: "Searching for Products, Comparing Prices, Making Decisions, Filling in Payment Information." Now, AI Agents Are Rising as the Next Generation of Consumer Subjects, Capable of Automatically Searching, Decision-making, and Payment Based on Instructions. Currently, AI Features Such as OpenAI's Operator, Perplexity's PayPal Integration, and Amazon's Nova Act Can Complete the Entire Shopping Process Without Human Intervention. Consumers Only Need to Enter Simple Commands, Such as "Buy Ingredients Suitable for a Six-person Italian Dinner," and AI Can Automatically Fill the Shopping Cart and Complete Payment. Who Enables AI to Make Payments? Visa, Mastercard, and Stripe Are Building the Next-generation Payment Infrastructure To Truly Give AI "Purchasing Power", Traditional Payment Networks Are Undergoing a Deep Revolution: [The rest of the translation follows the same professional and accurate approach]

However, such an automated process still has risk vulnerabilities, and therefore still relies on trust architectures like Mastercard Agent Pay, as well as related supporting measures to ensure safety.

SEO is Dead, AEO Reigns: Let AI Find Your Products

In the era of AI-driven consumption, traditional SEO (Search Engine Optimization) will give way to "AEO (Agent Engine Optimization)". If products cannot be identified, understood, and recommended by agents, they will be invisible in the future internet.

SEO vs AEO

On this, Mohamed emphasizes that enterprises should: "provide structured data such as purpose, specifications, and prices" and "make product descriptions sound like answers".

Entrepreneurial Opportunities Emerge: Agents Won't Steal Jobs, But Create New Industries

For entrepreneurs, he believes the AI agent business economy will release diverse opportunities, including:

  • Vertical Agents: Such as health welfare agents (helping users supplement medications, check insurance), nutrition shopping assistants (purchasing ingredients based on allergies and budget), delivery assistants (finding fast and tasty restaurants for you).

  • Seller Optimization Tools: Such as AEO optimization platforms, agent traffic analysis tools to help merchants understand if AI recommends them to consumers.

  • Physical Store Transformation Devices: Like AR smart glasses, in-store voice assistants to help customers make immediate shopping decisions.

(Long Article Guide: Sequoia Capital's Strategic Advice for Entrepreneurs - How Can AI Become the Next Trillion-Dollar Economy?)

Not Just E-commerce Upgrade, But Consumption Method Reconstruction

From shopping to browsing websites, this was the factor of e-commerce birth. Now, AI will transform the entire process from "assistance" to "full agency", seen as the most disruptive change in the retail industry, further reducing shopping friction and human choice. And now, the infrastructure for this transformation is gradually in place:

A payment network tailored for AI agents, and an emerging ecosystem of specialized tools and services. In this new form, shopping behavior is no longer just digitized, but completely reconstructed.

Risk Warning

Cryptocurrency investment carries high risks, and prices may fluctuate dramatically. You may lose all your principal. Please carefully assess the risks.

At yesterday's Code with Claude developer conference, Anthropic officially released its latest generation AI model Claude 4, including the flagship model Claude Opus 4 and high-performance model Claude Sonnet 4.These models excel in coding capabilities, autonomous reasoning, and long-term task handling, redefining the possibilities of AI assistants.

Claude Opus 4: Autonomous Operation Capabilities with Efficiency and Stability

Claude Opus 4 claims to be the most powerful coding AI model, capable of executing complex tasks continuously for hours, far exceeding the 45-minute limit of previous generation models.In collaboration testing with Japanese tech company Rakuten, Opus 4 demonstrated its stability and efficiency in long-term and high-difficulty tasks.

Claude Opus 4 scored 72.5% accuracy in the SWE-bench Verified test, surpassing GPT-4.1's 54.6% and Gemini 2.5 Pro's 63.2%

Key features include:

  • Long-Term Task Execution: Capable of autonomously executing complex tasks for hours, suitable for open-source code refactoring, research analysis, and other projects requiring long-term focus.

  • Hybrid Reasoning Mode: Provides fast response mode and extended thinking mode, flexibly switching according to task requirements.

  • Multi-Tool Concurrent Support: Able to combine web search, code execution, and other tools for simultaneous processing, improving task execution efficiency and accuracy.

  • Memory Function Enhancement: Ability to store and retrieve key information across tasks, ensuring continuity in long-term tasks.

  • AI Agent Breakthrough: Is Opus 4 the Best Collaborator?

    Claude Opus 4 is not just limited to language processing; it has entered the realm of "autonomous AI agents". Tests show that Opus 4 can independently complete software restructuring work for nearly seven hours without human intervention, demonstrating unprecedented stability and utility:

    From code writing to task coordination and cross-departmental communication, Opus 4 is the ideal all-day collaborator for enterprises.

    (AI Agent Combined with Stablecoin: How Will PayPal Rewrite Global Business Models with Its Financial Operating System?)

    Claude Sonnet 4: High-Performance Universal Model

    Claude Sonnet 4, as the lightweight and efficient version of Opus, is designed for daily but high-demand development tasks.Its SWE-bench score is even slightly higher than Opus, with faster response speeds, making it more suitable for scenarios requiring rapid iteration.

    Key features include:

    • Universality and Efficiency: Significant improvements in coding, mathematics, and instruction following, suitable for a wide range of application scenarios from simple queries to complex workflows.

    • Enhanced Memory and Tool Integration: Improved memory capabilities that can store key information from local files and ensure continuity in long-term tasks.

    (Anthropic Launches Claude 3.7 Sonnet Hybrid Reasoning Model, Valued at $61.5 Billion)

    Claude Code Creates Enterprise Integration and Developer Tool Ecosystem

    Anthropic has simultaneously launched a new command-line tool "Claude Code", allowing developers to directly delegate engineering tasks from the terminal, combining Opus 4's long-term processing capabilities with Sonnet 4's real-time responsiveness, making it a new weapon for developers.

    In enterprise application cases, Amazon (AWS) revealed that it has integrated Opus 4 through Bedrock to build its own AI agent, autonomously handling multi-step tasks in software development and enterprise operations.

    Overview of Claude 4 Pricing and Fees

    The pricing structure for Claude 4 series is as follows:

    Currently, Sonnet 4 is provided for free, while Opus 4 requires a paid subscription. Compared to other open-source models, Claude 4's pricing remains relatively high.

    However, Anthropic offers cost-saving solutions such as prompt caching and batch processing features. If tasks are complex or require long-term processing, the return on investment for Opus 4 will be more apparent.

    Security Upgrade: Opus 4's Potential and Risks

    The powerful capabilities of Claude 4 also bring potential challenges. Anthropic has for the first time activated the ASL-3 safety standard to prevent model knowledge from being misused in high-risk scenarios like CBRN (chemical, biological, radiological, or nuclear weapons):

    In simulated scenarios, Opus 4 might exhibit "overly proactive" behavior, and we have enhanced protective measures to balance the model's autonomy and safety.

    (What is ASL (AI Safety Level)? An Analysis of Anthropic's Responsible Scaling Policy)

    Redefining AI: Evolution from Assistant to Autonomous Partner

    The emergence of the Claude 4 series is not just a technological leap, but a turning point for the AI ecosystem from dialogue generation to autonomous collaboration. Opus 4's autonomous reasoning and task execution capabilities, combined with Sonnet 4's popularity and efficiency, herald that the next-generation AI assistants will no longer be mere tools that respond to commands, but work partners capable of proactively completing tasks.

    (Long-form Reading of Sequoia Capital's Strategic Advice to Entrepreneurs: How Can AI Become the Next Trillion-Dollar Economy?)

    Risk Warning

    Cryptocurrency investment carries high risks, and prices may fluctuate dramatically. You may lose all of your principal. Please carefully assess the risks.

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    Disclaimer: The content above is only the author's opinion which does not represent any position of Followin, and is not intended as, and shall not be understood or construed as, investment advice from Followin.
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