Varshika Prasanna
@varshikaARK
Research Associate @ARKInvest focusing on digital wallets, payments and e-commerce 📱🛒🛍️💳💰 Disclosure: http://arkinv.st/terms
AI agents could take over online shopping. How can retailers prepare for this? In this week’s newsletter, I break down Model Context Protocol (MCP), the tech powering agentic commerce, & Agent Oriented Optimization, SEO reimagined for the agentic era👇
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In the age of AI, marketplace moats are shifting. It's no longer just about network effects or brand. The real edge? Lowest price Fastest delivery Deepest inventory AI is compressing time, cost, and choice into pure convenience. Those who automate it best will dominate.…
Online marketplaces didn’t just change shopping; they rewired the global economy. This is the story behind the shift and where we see it headed next. Part 2 from @GrousARK and @varshikaARK coming soon. ark-invest.com/articles/analy…
This was not on my 2025 bingo card
JPMorgan CEO Jamie Dimon: We Are Going To Be Involved In Stablecoins And JPM Deposit Coins
In Southeast Asia, where entertainment and community are deeply intertwined, livestream commerce thrives by turning engagement into immediate purchases.
$SE Shopee’s July 7 sale set a new record, with GMV reaching twice its 2024 Black Friday total. Live streams drew a reported 30 million views, while short video uploads on the platform surged to 200,000 per day.