As AI models democratize access to information and analysis, traditional data advantages will disappear. The only durable competitive advantage will be an organization's ability to learn and adapt. The speed of the "breakthrough -> implementation -> behavior change" loop will separate winners from losers.

Rather than programming AI agents with a company's formal policies, a more powerful approach is to let them observe thousands of actual 'decision traces.' This allows the AI to discover the organization's emergent, de facto rules—how work *actually* gets done—creating a more accurate and effective world model for automation.

Walmart's primary view of AI is offensive, focusing on growth opportunities like creating a personalized, multimedia e-commerce experience. This shifts the narrative from AI as merely a defensive efficiency tool to a strategic growth driver, fundamentally changing how people shop.

Walmart demonstrates the tangible revenue impact of mature AI integration. By deploying tools like GenAI shopping assistants, computer vision for shelf monitoring, and LLMs for inventory, the retailer has significantly increased customer spending, proving AI's value beyond simple cost efficiencies.

The biggest hurdle for AI shopping agents isn't the AI, but the messy reality of retail logistics like product data and sales tax. While OpenAI focuses on the AI layer, Amazon's true advantage is its deeply entrenched commerce infrastructure, which is far harder for competitors to replicate.

As AI agents automate day-to-day e-commerce optimization, the primary role for humans evolves. Core competencies will shift from data analysis and execution to high-level decision-making and managing the complex, collaborative joint business planning process with retail partners.

Agentic AI will evolve into a 'multi-agent ecosystem.' This means AI agents from different companies—like an airline and a hotel—will interact directly with each other to autonomously solve a customer's complex problem, freeing humans from multi-party coordination tasks.

While traditional AI predicts and generative AI creates, emerging "Agentic AI" takes autonomous action. For example, it could independently re-route a supply chain away from a new geopolitical conflict zone, proactively finding and negotiating with alternate suppliers—a task that previously required weeks of human re-planning.

Walmart approaches AI upskilling as a partnership. The company drives top-down strategy, resources the change, and provides tools like universal ChatGPT licenses. Simultaneously, it expects its 2.1 million associates to be proactive in their own learning journey to adapt to new technologies.