ETSY Inc

• Amazon faces 'leader's dilemma' — fight AI shopping bots or join them - Agents like OpenAI's Instant Checkout and Perplexity's Instant Buy threaten to reshape the e-commerce landscape.
• AI shopping could drive $263 billion in holiday sales. Walmart and Target are racing to get in - Consumers are turning to AI chatbots like ChatGPT for gift discovery, reviews and price matching, potentially driving billions in sales this holiday season.