Linas's Newsletter

Linas's Newsletter

Walmart's going all-in on AI: world’s largest retailer partnered with OpenAI to bring agentic shopping into ChatGPT 🤖💳; Revolut navigates regulatory roadblocks while betting big on AI travel ✈️🏦

FinTech is Eating the World, 15 October

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Linas Beliūnas
Oct 15, 2025
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Hey Everyone,

Good morning & happy Wednesday! Today’s issue is a special one as we’re going to look into Walmart, which just partnered with OpenAI to bring agentic shopping directly into ChatGPT (why the world’s largest retailer is going all in on AI, why it matters & what’s the hidden risk nobody’s talking about + bonus dive into Walmart & OpenAI that’s also now in FinTech), and Revolut, which is navigating regulatory roadblocks while betting big on AI travel integration (recap of the latest UK bank licencing challenges & why the M&A of AI travel agent startup is a brilliant play + bonus dives into Revolut’s other strategic moves & the list of top AI agent statups of 2025 and their pitch decks inside). So let’s just jump straight into the industry-defining stuff 🌶️

Walmart is going all-in on AI: The world’s largest retailer partnered with OpenAI to bring agentic shopping directly into ChatGPT 🤖💳

The news 🗞️ Retail giant Walmart WMT 0.00%↑ just announced a strategic partnership with $500 billion AI titan OpenAI, enabling customers to browse and purchase products directly within ChatGPT.

This deal represents the largest retail integration for OpenAI to date and signals a fundamental shift in how consumers will shop online. In other words, welcome to the era of agentic commerce & agentic payments 🤖

Let’s take a closer look at this, understand why it could be huge, and what’s next (& the hidden risk nobody’s talking about).

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