Samsung

Machines of Buying and Selling Grace - Adam Behrens, New Generation

Jul 23, 2025 · 19:37

Adam Behrens, CEO of New Gen, argues that AI will transform commerce from static websites to agentic interactions where buyer and seller agents negotiate via intent infrastructure. He traces the evolution from clerk-assisted stores to e-commerce, now to AI-natives where ChatGPT and Claude act as shopping interfaces. Behrens details three challenges: payment delegation (solved via Viza's delegated authentication), product discovery (a unified API akin to Plaid for merchants), and preference representation (two-sided, dynamic, with market-design solutions). He cites Samsung's adoption of an MCP server for chat clients and notes that AI-sourced users convert at higher rates. Behrens predicts revenue sharing via affiliate models and that agents may bypass credit cards for stablecoins, while merchants retain control by embedding transportable data into model providers' surfaces.

The Geopolitics of AI Infrastructure - Dylan Patel, SemiAnalysis

Jun 19, 2025 · 18:29

Dylan Patel of SemiAnalysis argues that despite US sanctions, Huawei has engineered a 384-chip cluster (Cloud Matrix 384) that Nvidia failed to deploy, while accessing TSMC via Softgo and HBM from Samsung via shell companies — all legally. China's SMIC will soon produce 7nm AI chips in high volumes, debunking the notion that China lacks compute. Meanwhile, Middle East players like G42 (UAE) and Datavolt (Saudi Arabia) are building multi-gigawatt data centers, with G42's deal letting it keep 20% of 500,000 GPUs yearly for itself while 80% goes to US companies like OpenAI. Patel highlights the US's 63-gigawatt power shortfall vs. 100 GW of planned data centers, explaining why US companies rely on Middle East capacity and why China's superior power buildout gives it a geopolitical edge.