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[@CocJii](/creator/twitter/CocJii)
"The partnership accelerates #agenticAI adoption in retail where AI agents need to interact with the physical world (e.g. in-store personalization AR try-ons or autonomous checkouts). Blaize's Graph Streaming Processor and platforms like Pathfinder P1600 are tailor-made for this offering XX TOPS at 5Wfar more efficient than competitors like Nvidia's Jetson for edge deployments. For instance in cashierless stores Blaize could power real-time item tracking and fraud detection feeding data to cloud agents for PayPal transactions"  
[X Link](https://x.com/CocJii/status/1983356742768431505) [@CocJii](/creator/x/CocJii) 2025-10-29T02:14Z XXX followers, XX engagements


"@StockMKTNewz market may crash tomorrow due to the fighter jet crash news"  
[X Link](https://x.com/CocJii/status/1982610573876674752) [@CocJii](/creator/x/CocJii) 2025-10-27T00:49Z XXX followers, XXX engagements


"I think that institutions underestimate the potential of PayPals partnership with OpenAI. We're witnessing the acceleration of #AgenticAI in every aspect of our lives. The partnership will unlock access to ChatGPTs 700+ million monthly users significantly expanding $PYPL addressable market"  
[X Link](https://x.com/CocJii/status/1983338840312946874) [@CocJii](/creator/x/CocJii) 2025-10-29T01:03Z XXX followers, XXX engagements


"The deal validates the shift toward AI-powered payments potentially adding $10-15B in annual ecommerce volume. #EdgeAI is projected to capture 30-50% of this for latency-critical apps with the overall edge AI market growing to $66-82B by 2030 (CAGR 21-37%). Blaize's recent $176M Asia deals in surveillance and retail AI position it to ride this wave especially as agentic systems expand from digital (ChatGPT) to hybrid retail"  
[X Link](https://x.com/CocJii/status/1983356744676888998) [@CocJii](/creator/x/CocJii) 2025-10-29T02:14Z XXX followers, XX engagements


"Blaize is transitioning from a pre-revenue AI hardware firm to a growth story with FY25 revenue guidance of $35-38M (up 2000% YoY) driven by locked-in contracts. The PayPal $PYPL -OpenAI news enhances its narrative. Blaize's full-stack enables quick deployment of edge AI for retail. Examples include multi-camera monitoring for safety/security which can extend to agentic features like real-time inventory fusion with AI agents. In a PayPal-OpenAI world this could mean edge-processed data enabling instant privacy-safe checkouts (e.g. detecting selections and triggering payments via"  
[X Link](https://x.com/CocJii/status/1983356746618765661) [@CocJii](/creator/x/CocJii) 2025-10-29T02:14Z XXX followers, XXX engagements


"In light of PayPal $PYPL - OpenAI partnership I see substantial indirect potential for Blaize Holdings $BZAI as an edge AI specialist. In my view this deal acts as a tailwind for Blaize amplifying demand for its technology in the evolving AI-ecommerce ecosystem. Below I'll break down my reasoning opportunities risks and overall assessment"  
[X Link](https://x.com/CocJii/status/1983356739098423515) [@CocJii](/creator/x/CocJii) 2025-10-29T02:14Z XXX followers, XXX engagements


"I think $BZAI has significant potential post-PayPal $PYPL -OpenAI as the partnership catalyzes agentic commerce and underscores the need for efficient edge AI to bridge digital AI (OpenAI) with physical retail. This could position Blaize for 5-10x growth by 2027 ($2-5B market cap) if it executes on its pipeline and secures ecosystem wins"  
[X Link](https://x.com/CocJii/status/1983356748380487835) [@CocJii](/creator/x/CocJii) 2025-10-29T02:14Z XXX followers, XXX engagements