
The End Of Amazon, Walmart, Best Buy — AI-Driven Retail Unbundling
As I delve into my research, it becomes increasingly clear that the days of big online retail as we know it are numbered. The iconic brands like Amazon, Walmart, and Best Buy will need to reinvent themselves in a world where AI-powered assistants have redefined how people shop.
Traditional e-commerce retailers, including these giants, are facing an existential crisis. Gone are the days when customers typed in URLs or searched for products on their websites. As AI becomes the new interface, the direct entry point is weakening, much like the media homepage died in the past. The shift renders these brands vulnerable and risks making them invisible unless they evolve.
In this era of AI-driven retail unbundling, the winners will be those who adapt to a world where every page is a landing page. I foresee three dominant strategies for e-commerce retailers to survive: Price Leadership – The Walmart Model
Price will always be a factor, as LLMs (Large Language Models) query retailers about the price. If the best price wins, then companies like Walmart with substantial purchasing power will come out ahead by being the cheapest at massive scale.
Distribution Network Leadership – The Amazon Edge
Source: www.forbes.com