-
EcommerceOpenAI’s One-Platform Bet: What Greg Brockman Taking the Helm Means for Your AI Stack
Greg Brockman is now officially OpenAI’s product chief, with a single mandate: merge ChatGPT, Codex, and the Atlas browser into one desktop agentic environment for all users — not just developers. Enterprise already accounts for more than 40% of OpenAI’s … Read More
Carlos Martínez Barriga 8 min read
-
EcommerceAmazon Kills Rufus: What Alexa for Shopping Means for Your Brand
Fact: Amazon retired Rufus — used by more than 300 million customers in 2025 — and replaced it with Alexa for Shopping, a full AI agent that can make purchases across the web on a customer’s behalf. Impact: Traditional keyword-based … Read More
-
EcommerceCerebras Prices at $185: What the Year’s Biggest AI IPO Says About Enterprise Compute Costs
Executive Summary Fact: Cerebras Systems priced its IPO at $185 per share on May 13, raising $5.55 billion and reaching a fully diluted valuation of $56.4 billion — the largest AI stock market debut of 2026. Impact: A $20 billion … Read More
-
EcommerceSAP’s Autonomous Enterprise: 50 AI Agents Are Now Running Your ERP
Executive Summary Fact: At SAP Sapphire 2026, SAP launched the Autonomous Enterprise: 50+ domain-specific Joule Assistants and 200+ specialized agents now automate financial close, supply chain, procurement, HR, and CX end-to-end. Impact: Any organization running SAP — roughly 440,000 companies … Read More
-
EcommerceOpenAI Deployment Company: What $4B and 19 Investors Signal for Enterprise AI
Executive Summary Fact: OpenAI launched the OpenAI Deployment Company on May 11, 2026, raising $4 billion from 19 investors — including McKinsey & Company, Bain & Company, and Goldman Sachs — at a reported valuation of $14 billion. Impact: By … Read More
-
EcommerceAlphabet Briefly Topped Nvidia: What Anthropic’s $200 Billion Google Bet Means for Your AI Stack
Executive Summary Fact: Anthropic has committed to spend $200 billion on Google Cloud compute over five years starting in 2027 — representing more than 40% of Alphabet’s disclosed cloud revenue backlog, per The Information. Impact: On May 10, 2026, Alphabet … Read More
-
Epinium newsletter · no fluff, no spam
Every week, the most useful AI insights for your brand
I'm Carlos, CEO of Epinium. I share what actually moves the needle for brands and manufacturers.
Welcome aboard!Check your inbox to confirm your subscription.
-
EcommerceAgentic AI Google: What Cloud Next ’26 Actually Means for Brand Managers
TL;DR — Key takeaways Google committed $750M to agentic AI partner development at Cloud Next ’26 and Gemini Enterprise paid users grew 40% QoQ — yet neither figure tells brands how to actually deploy agents. The Agent-to-Agent (A2A) Protocol sounds … Read More
-
EcommerceCloudflare Cuts 20% of Its Workforce to Go AI-First: The Signal Every COO Must See
Executive Summary Fact: Cloudflare announced on May 7, 2026, the elimination of 1,100 jobs — 20% of its entire workforce — citing a 600% surge in internal AI agent usage across engineering, HR, finance, and marketing in just three months. … Read More
-
EcommerceAgentic Commerce $1 Trillion by 2030: Is Your Catalog Ready?
Fact: McKinsey and ICSC forecast $1 trillion in US retail revenue to be orchestrated by AI agents by 2030 — rising to $5 trillion globally. Impact: 68% of consumers already used at least one AI tool in their last three … Read More
-
EcommerceOpenAI and Anthropic Both Launch Enterprise AI Joint Ventures on the Same Day
Executive Summary Fact: On May 4, 2026, OpenAI and Anthropic each announced enterprise AI joint ventures backed by Wall Street — OpenAI raising $4 billion at a $10 billion valuation, Anthropic building a $1.5 billion firm with Blackstone, Goldman Sachs, … Read More
-
EcommerceDoes Amazon Have a Brand? What Sellers Need to Know
TL;DR Amazon runs two distinct brand types: its corporate platform brand (Prime, Alexa, AWS, Kindle) and roughly 30 active private label product lines including AmazonBasics, Solimo, and Goodthreads Amazon private labels account for just 3% of dollar sales in grocery … Read More
-
EcommerceAmazon Rufus Goes Agentic: 115% Growth and the Catalog Gap Every Brand Must Close
Fact: Amazon’s Rufus AI shopping assistant reached 115% year-over-year monthly active user growth and drove $12 billion in incremental annualized sales — confirmed on Amazon’s Q1 2026 earnings call by CEO Andy Jassy. Impact: Rufus now places orders autonomously through … Read More
-
EcommerceHow to Apply for Amazon Vendor Central
TL;DR Amazon Vendor Central is invite-only — but brands that wait passively rarely receive the call. The real path in: build Seller Central credibility first, then proactively signal Amazon’s category teams. Once invited, the negotiation matters as much as the … Read More
-
EcommerceHow to Register for Amazon Vendor Central (And What Nobody Tells You Before You Accept)
TL;DR Amazon Vendor Central is invitation-only — there is no sign-up form, and there never has been. Proactive outreach to your Amazon category manager is the fastest path to an invitation, not passive optimization. Registration takes 2–4 hours if you … Read More
-
EcommerceAmazon Vendor Central: The Cost Stack Brands Ignore
TL;DR — Amazon Vendor Central is a wholesale relationship where Amazon buys your stock, controls the retail price, and sells under the “Sold by Amazon” label. The invite feels like validation. The terms, if you accept them without scrutiny, are … Read More
-
EcommerceAI Photo Editing for Ecommerce: What Actually Works at Catalog Scale
TL;DR — AI photo editing can cut product image costs from $85–250 to $3–12 per SKU. The problem is that most brands reach for the tool before they have solved the underlying workflow. This article explains the three things you … Read More
- Ecommerce
Anthropic Eyes $900 Billion: The Valuation Race Every AI Buyer Must Track
Fact: Anthropic is seeking to raise ~$50 billion at a valuation exceeding $900 billion — up from $380 billion just three months ago, and potentially ahead of OpenAI’s $852 billion post-money valuation. Impact: Amazon has committed up to $25 billion … Read More
-
EcommerceAnthropic Nears $1 Trillion: The Revenue Sprint Every CTO Must Read
Executive Summary Fact: Anthropic’s annualized revenue climbed from $9 billion at the end of 2025 to roughly $40 billion by April 2026 — a trajectory with almost no precedent in enterprise software. Impact: A board meeting in May could approve … Read More
-
EcommerceOpenAI Breaks Microsoft Exclusivity: What Enterprise Buyers Must Know
Executive Summary What happened: OpenAI and Microsoft dissolved their exclusive cloud agreement on April 27, 2026 — GPT frontier models, Codex, and Managed Agents are now available on Amazon Bedrock in limited preview. Why it matters: For the first time … Read More
-
EcommerceAI Agents Can Now Browse Your Product Catalog. Are You Ready?
Executive Summary Fact: Commerce (Nasdaq: CMRC), parent of Feedonomics, launched Agentic Catalog Exports (ACE) on April 27, connecting merchant product catalogs directly to OpenAI/ChatGPT, Google Gemini, Microsoft Copilot, PayPal, Stripe, Perplexity, and Amazon in a single feed. Impact: Dell is … Read More
-
EcommerceGoogle’s $40 Billion Anthropic Bet: What It Means for Enterprise AI
Executive Summary Fact: Google committed up to $40 billion to Anthropic on April 24 — $10 billion deployed immediately at a $380 billion valuation, with a further $30 billion tied to performance milestones. Impact: Anthropic’s annualized revenue hit $30 billion … Read More
-
EcommerceOpenAI’s GPT-5.5 Doubles API Price — What Enterprise Teams Must Know
Executive Summary: OpenAI released GPT-5.5 on April 23, 2026 — exactly six weeks after GPT-5.4 — at $5 per million input tokens and $30 per million output tokens, precisely double what its predecessor cost. For enterprise teams, the sticker shock … Read More
-
EcommerceOpenAI Workspace Agents: The End of ChatGPT as a Chatbot
Executive Summary Fact: OpenAI launched Workspace Agents on April 23, 2026 — persistent, cloud-native AI agents that run 24/7 inside ChatGPT Business, Enterprise, and Edu plans, integrating directly with Slack, Salesforce, Google Drive, and Microsoft 365. Impact: This marks the … Read More
-
EcommerceEcommerce AI Companies: The Strategic Guide to Picking What Actually Moves Revenue
TL;DR — Key takeaways AI drove $262 billion in global retail revenue during the 2025 holiday season — roughly 20% of total sales 84% of ecommerce brands rank AI as a top strategic priority, but only 26% generate tangible value … Read More
