Special (offers) agent: why retailers should be worried about AI

特殊(优惠)代理商:为何零售商应担忧人工智能

Money Talks from The Economist

2025-11-28

36 分钟
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AI is changing the way we shop. Instead of searching on Google or Amazon, consumers are increasingly asking ChatGPT what to buy. AI agents are even autonomously handling purchases from start to finish. What does the rise of agentic commerce mean for brands—and will big online marketplaces lose out? Hosts: Mike Bird and Alice Fulwood. Guests: Anita Balchandani, senior partner at McKinsey and Julie Borstein, founder of Daydream. Transcripts of our podcasts are available via economist.com/podcasts. Listen to what matters most, from global politics and business to science and technology—subscribe to Economist Podcasts+.
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  • The Economist So we're at Covent Garden Market near Economist HQ and this is a really cool market

  • because it's been here since the 17th century.

  • Avantika Chilkoti is the Economist's global business and luxury fashion correspondent.

  • It used to be all fruit and veg salesman and you kind of still get that vibe as a covered market with all these metal slats but now it is heaving with exactly the kind of stores where you want to do your Christmas shopping.

  • She went down to sample the mood in one of London's busiest shopping districts ahead of Black Friday.

  • There's posh chocolate shops, there's perfume shops,

  • there's a huge apple store for those who are feeling generous.

  • And at the moment, it's super festive.

  • So underneath the market, you've got these ginormous gold bells with the red glitter.

  • There's a disco ball.

  • The Christmas tree is about...

  • God, I don't know how tall that is.

  • It's like 50 of me tall.

  • It's amazing.

  • It's a lovely scene, but in the age of AI,

  • could things be changing for old shopping districts like this?