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Freda Duan posts on X about agentic, ads, open ai, $shop the most. They currently have XXXXXX followers and XX posts still getting attention that total XXXXXX engagements in the last XX hours.
Social category influence stocks #3240 technology brands XX% finance #3308
Social topic influence agentic #10, ads #61, open ai #348, $shop #17, $googl #453, $400b 5%, $100b 5%, $300b 5%, $13b 5%, $12t X%
Top accounts mentioned or mentioned by @ss17321_s @magnaint @walmart @openai @shopify @etsy @salesforce @visa @stripe @sri_batchu @tropicalvalue @aklen @compunders35 @ajaynabh1 @itsparaj @bexelinitiative @cernbasher @jobhakdi @todd_0_matic @xing101
Top assets mentioned Shopify Inc (SHOP) Alphabet Inc Class A (GOOGL) Amazon.com, Inc. (AMZN)
Top posts by engagements in the last XX hours
"Exciting to see all the announcements around agentic commerce an unstoppable force transforming retail ads ecommerce and payments. 1/ @Walmart is now partnering with @OpenAI on agentic commerce. Total agentic GMV already exceeds $400B+: $100B @Walmart $300B @Shopify $13B @Etsy Total U.S. e-commerce GMV (2024): $1.2T Im not surprised at all to see @Walmart in the mix they were an early pioneer quietly partnering with Perplexitys Buy with Pro. Ive already bought a few items from Walmart through it and I wasnt even a customer before. Walmart U.S. online GMV (estimate): $103B. Math: FY2025"
X Link @FredaDuan 2025-10-14T19:38Z 21K followers, 38.4K engagements
"Agentic commerce's impact on merchants / platforms / Googl / payment ecosystem. The new digital tax: Convergence of ads expense (ads) & take rate (e-commerce). X The new digital tax: Convergence of ads expense (ads) & take rate (e-commerce): This is a really interesting (and important) mental framework in consumer internet: ads expense and take rate are interchangeable forms of digital tax. Every networked economy can be viewed as charging a take rate. - YouTubes "tax" is XX% on creators. - $META captures ("tax") XX% of creator economics via ads. - $AAPL App Store: "tax" 1530%. In the OTA"
X Link @FredaDuan 2025-10-13T01:09Z 21K followers, 55.5K engagements
"Agentic Commerce Deep Dive Most people talk about 3P commerce as if its one thing. Its a SPECTRUM $AMZN and $SHOP are two ends of the spectrum everything else sits in the middle: $AMZN Platform is the merchant of record (MoR); platform handles everything - refunds chargebacks unified payment and tax. Merchants do NOT own any of the customer relationships. $SHOP Merchant is the MoR; everything is handled by the merchant they choose their own PSP manage fulfillment and process returns independently. Merchants own XXX% of the customer relationships. Everything else falls somewhere in between:"
X Link @FredaDuan 2025-10-10T04:18Z 21K followers, 21.9K engagements