By EveryTicker Research | Published on December 11, 2025
Rezolve AI plc is a London-based developer of commerce-specific AI solutions leveraging its proprietary large language model, BRAiNPOWA, optimized for retail sales and customer engagement. It offers conversational commerce products through partnerships with Microsoft (TICKER:MSFT) and Google (TICKER:GOOGL), targeting global enterprise retail clients with a vertical AI SaaS model.
Executive Summary / Key Takeaways
- First-mover in agentic commerce with hyperscaler tailwinds: Rezolve AI has developed a proprietary commerce-specific LLM, BRAiNPOWA, and secured partnerships with Microsoft (MSFT) and Google (GOOGL) that provide access to approximately 90% of enterprise retail customers, creating a distribution advantage that would take years for competitors to replicate.
- Explosive revenue trajectory from near-zero to $100M ARR: The company grew from $188,000 in 2024 revenue to $70 million in annual recurring revenue by June 2025, targeting $100 million by year-end—a growth rate that validates market demand but raises execution risks as the organization scales rapidly.
- Path to profitability is materializing but cash burn remains critical: Management improved the break-even target to $90 million ARR (from $100 million), with gross margins around 95%, yet the company burned $2.2 million monthly in Q1 2025 with only $18.9 million in cash, creating a narrow runway that demands flawless execution.
- Roll-up acquisition strategy accelerates enterprise adoption but dilutes equity: The $55 million GroupBy acquisition and subsequent CrownPeak deal demonstrate a “roll-up strategy” that quickly yielded a $10 million annual contract with Liverpool Mexico, yet these equity-funded deals increase share count while the company explicitly avoids using cash to preserve operating runway.
- Key risk is execution at scale amid big tech competition: While Rezolve’s vertical LLM approach differentiates it from horizontal AI platforms, the company faces indirect competition from cloud giants (Amazon (AMZN), Microsoft, Google) that could erode its market position, and short-seller allegations (Fuzzy Panda) questioning revenue quality create overhang until proven false through sustained performance.
Setting the Scene: The Agentic Commerce Revolution
Rezolve AI plc, founded in 2016 in London and publicly listed on NASDAQ in August 2024, occupies a unique position at the intersection of artificial intelligence and digital commerce. The company addresses a structural problem in the $30 trillion global retail sector: while seven out of ten customers complete purchases in physical stores, the inverse is true online, where seven out of ten abandon their carts. This 70% digital attrition rate represents a massive economic inefficiency that traditional e-commerce tools have failed to solve.
The company’s founder, Daniel Wagner, brings deep domain expertise from building pre-internet commerce platforms that operated in 192 countries and licensing search technology to IBM (IBM), Microsoft, and Fujitsu (FJTSY) before selling to Thomson Reuters (TRI) in 1999. This background explains Rezolve’s strategic focus: rather than building a general-purpose AI, the company developed BRAiNPOWA, a proprietary large language model trained on over 300 billion tokens and optimized for 30 billion parameters specifically for commerce applications. This vertical specialization is the core differentiator—while horizontal LLMs can converse about anything, BRAiNPOWA is engineered to be “the best salesperson on the planet,” with deep product catalog knowledge, empathy-driven prompt analysis (patented), and trained sales closing techniques.
Rezolve’s go-to-market strategy reflects this enterprise focus. The company leverages three channels: direct sales, strategic partnerships, and acquisitions. The second half of 2024 marked a pivotal inflection point when Rezolve secured multi-year partnerships with Microsoft and Google, making its Brain Suite available on Azure Marketplace and Google Cloud Platform. These partnerships provide access to approximately 90% of enterprise retail customers and include powerful incentives: cloud customers can credit Rezolve subscription spend against their cloud commitments, and sales agents can attribute Rezolve subscriptions to their quotas. This “double incentive” structure accelerates adoption in ways that direct sales alone cannot achieve, effectively turning the hyperscalers’ massive sales forces into Rezolve’s channel partners.
Technology and Strategic Differentiation: The Vertical LLM Moat
Rezolve’s product suite—Brain Commerce (conversational commerce in 96 languages), Brain Checkout (fast checkout with geolocation triggers), and Brain Assistant (after-sales support)—sits atop the BRAiNPOWA foundation. This architecture matters because it solves a critical technical challenge: AI hallucination in product catalogs. The company has patented processes for structuring product data that prevent the “drift” that plagues generic LLMs when they encounter specific SKUs, pricing, and inventory data. Google and Microsoft have recognized this advantage, which is why they partnered rather than built competing solutions.
The empathetic prompt analysis system is particularly significant. Unlike chatbots that simply match keywords, BRAiNPOWA understands customer intent and emotional state, enabling it to replicate the nuanced interactions of a skilled retail associate. This drives measurable commercial improvements for partners: stronger conversion rates, higher average order values, and increased omnichannel adoption like Click and Collect. The platform has already facilitated over $50 billion in gross merchandise value and more than 13.5 million transactions through April 2025, providing real-world validation that the technology works at scale.
Management’s R&D strategy focuses on deepening this moat rather than broadening horizontally. The company invests heavily in sales and marketing headcount (approximately 75% of employee costs) to drive enterprise adoption, while maintaining a flexible cost base that can scale with revenue. This suggests a capital-efficient model once break-even is achieved—unlike horizontal AI players that must continuously retrain on everything, Rezolve’s vertical model becomes more valuable as it accumulates domain-specific data, creating network effects within commerce that are difficult for competitors to replicate.
Financial Performance: Explosive Growth Meets Cash Reality
Rezolve’s financial trajectory tells a story of explosive growth from a standing start. The company generated just $188,000 in 2024 revenue, primarily from ancillary activities, while incurring a GAAP net loss of $172.6 million and negative operating cash flow of $21.6 million. This included $28.9 million in one-time non-cash DESPAC expenses , $44.3 million in debt extinguishment costs, and $25 million in share-based compensation—noise that obscured the underlying business momentum.AnnualQuarterlyRevenue (USD)Net Income (USD)
By the first quarter of 2025, the monthly cash burn rate had stabilized at approximately $2.2 million, driven by employee costs and professional services. The company held $18.9 million in cash while carrying $30 million in traditional bank loans and $6 million in remaining convertible debt expected to convert to equity. This liquidity position matters because it provides roughly eight months of runway at current burn rates, making the path to $90 million ARR and break-even not just an operational target but a financial imperative.AnnualQuarterlyOperating Cash Flow (USD)Free Cash Flow (USD)
The growth inflection is stark: first-half 2025 revenue reached $6.3 million, up 426% year-over-year, and annual recurring revenue surged to $70 million by June 2025. Management expects to surpass $100 million ARR by year-end, with the Liverpool Mexico deal alone contributing nearly $10 million annually—ten times the original $1 million per customer estimate. This deal size expansion, driven by the GroupBy acquisition and upsell of Brain Commerce with Google’s SEO Studio, validates the roll-up strategy’s revenue acceleration potential.AnnualQuarterly
Gross margins around 95% demonstrate the inherent scalability of the SaaS model, while the improved break-even target of $90 million ARR (versus the prior $100 million) reflects management’s confidence in cost flexibility. CFO Rich Burchill emphasized that cost growth is “highly elastic” and will increase in line with revenue, primarily through headcount additions in revenue-generating roles. This implies operating leverage will materialize quickly once the company crosses the break-even threshold, potentially driving significant margin expansion in 2026.
Competitive Context and Market Positioning
Rezolve competes in a landscape divided between horizontal AI platforms and specialized commerce tools. Direct competitors include Sprinklr (CXM), which offers broad customer experience management but lacks commerce-specific LLM capabilities; LivePerson (LPSN), whose conversational AI focuses on customer service rather than transaction completion; and SoundHound (SOUN), which specializes in voice AI but doesn’t address the full commerce funnel. Rezolve’s 426% growth rate in H1 2025 dramatically outpaces these peers, while its 95% gross margins exceed Sprinklr’s 68.7% and SoundHound’s 39.8%, reflecting the premium value of vertical specialization.
The more significant threat comes from indirect competitors: Amazon, Microsoft, and Google. Amazon CEO Andy Jassy’s declaration that “AI and agentic commerce” represent the “next great transformation in online shopping” validates Rezolve’s market timing but also signals Big Tech’s intentions. These giants can bundle AI commerce tools with existing cloud and marketplace services, creating convenience that could erode Rezolve’s market share. However, Rezolve’s partnerships with Microsoft and Google create a strategic paradox: it leverages their distribution while competing with their native capabilities. The implication is that while partnerships provide near-term distribution advantages, they create long-term dependency risk if the hyperscalers decide to prioritize their own solutions.
Rezolve’s competitive moat rests on three pillars: the proprietary BRAiNPOWA model’s commerce-specific training, patented anti-hallucination processes for product catalogs, and the empathetic sales engine. Management argues that horizontal LLMs suffer from “boiling the ocean”—trying to know everything rather than selling anything—while Rezolve’s vertical approach delivers measurable ROI. The Liverpool deal exemplifies this: GroupBy’s existing search relationship enabled an upsell to Brain Commerce at 10x the expected value, demonstrating that embedded relationships plus AI capabilities create pricing power that pure-play AI vendors cannot match.
Risks and Asymmetries: Execution at Scale
The most material risk is execution velocity. Rezolve must scale from $70 million to $100 million ARR while integrating GroupBy and CrownPeak, managing a $2.2 million monthly burn rate, and preserving its technology edge. The cash runway of approximately eight months creates a binary outcome: either the company achieves break-even by early 2026 or requires dilutive equity financing. Management’s explicit preference for equity-funded acquisitions—”we don’t want to use the valuable cash we’re using to fund our business”—acknowledges this constraint but increases share count pressure.
Short-seller allegations from Fuzzy Panda Research, which claimed Rezolve is “faking ARR growth by acquiring failing AI start-ups” and that 2024 revenue came from “soccer ticket sales, not AI,” represent a significant reputational risk. Rezolve categorically rejected these claims as “misleading and inaccurate,” noting Fuzzy Panda’s disclosed short position. Such allegations can depress valuation and create financing headwinds, even if false. The company’s response—pointing to audited financials, SEC filings, and real operations—will only be validated by sustained organic growth that outpaces acquisition contributions.
Competitive risk intensifies as Big Tech accelerates agentic commerce initiatives. Amazon’s Rufus shopping assistant, Google’s Gemini for retail, and Microsoft’s Copilot for commerce could commoditize the capabilities Rezolve is building. The company’s saving grace is its patented product catalog structuring, which prevents hallucination—a problem that has plagued generic LLMs in commerce applications. If Rezolve can maintain this technical edge while scaling its enterprise sales force, it may carve out a defensible niche. If not, it risks becoming a feature that gets absorbed into hyperscaler platforms.
The roll-up strategy itself presents integration risk. GroupBy brought enterprise search capabilities and customer relationships, but merging cultures, product roadmaps, and sales processes can distract management and slow organic innovation. CrownPeak’s acquisition adds content management capabilities, further expanding the product suite but also increasing complexity. The thesis depends on these acquisitions delivering revenue synergies that exceed their dilution cost—a bet that the Liverpool deal suggests is plausible but not yet proven at scale.
Valuation Context: Pricing in Perfect Execution
At a market capitalization of $858.55 million and enterprise value of $884.25 million, Rezolve trades at approximately 12.6x its June 2025 ARR of $70 million. This multiple sits between slower-growing Sprinklr (2.36x sales) and high-growth SoundHound (34.05x sales), reflecting the market’s attempt to price a company transitioning from startup to scale-up. This multiple embeds expectations of flawless execution: achieving $100 million ARR by year-end, reaching break-even at $90 million ARR, and maintaining 95% gross margins while scaling operations.
The company’s balance sheet shows $18.9 million in cash against $30 million in bank debt, resulting in net debt of approximately $11 million. This modest leverage is manageable, but the negative operating cash flow of $21.6 million in 2024 and $9.9 million in the latest quarter highlight the urgency of reaching profitability. The remaining $6 million in convertible debt expected to convert to equity in 2025 will provide some balance sheet relief but at the cost of dilution.
Comparing unit economics, Rezolve’s 95% gross margin significantly exceeds direct competitors (Sprinklr at 68.7%, LivePerson at 66.6%, SoundHound at 39.8%), suggesting that if the company can achieve scale, its profitability potential is superior. However, the operating margin of -513% reflects massive upfront investment in R&D and sales infrastructure. Investors must believe that these costs will leverage dramatically post-break-even, similar to how Salesforce (CRM) and ServiceNow (NOW) achieved margin expansion after crossing critical revenue thresholds.AnnualQuarterlyGross Profit MarginOperating Profit Margin
The valuation leaves no room for error. At 12.6x ARR, the stock prices in achievement of the $100 million ARR target and successful integration of acquisitions. Any slowdown in growth, increase in cash burn, or competitive pressure from Big Tech could compress the multiple toward Sprinklr’s 2.36x, implying 80% downside. Conversely, if Rezolve demonstrates consistent organic growth above 200% while expanding margins, the multiple could expand toward SoundHound’s 34x, suggesting 170% upside. This asymmetry makes the stock a high-conviction bet on execution rather than a value play.
Conclusion: A High-Stakes Bet on Agentic Commerce Leadership
Rezolve AI has positioned itself as a first-mover in the agentic commerce revolution, with a vertically-integrated AI platform that addresses a $30 trillion market’s core inefficiency. The company’s trajectory from $188,000 to $70 million ARR in 18 months, driven by strategic partnerships with Microsoft and Google and a roll-up acquisition strategy, validates both the technology and the go-to-market approach. The improved break-even target of $90 million ARR and industry-leading 95% gross margins suggest a clear path to profitability—if execution remains flawless.
The central thesis hinges on whether Rezolve can outrun its cash burn while fending off Big Tech competition. The eight-month cash runway creates urgency, but the hyperscaler partnerships provide a distribution advantage that pure-play competitors cannot match. The Liverpool deal proves that acquisition integration can deliver 10x upsell opportunities, yet the Fuzzy Panda allegations remind investors that rapid growth through M&A invites skepticism that only sustained organic performance can dispel.
For investors, the critical variables are partnership execution velocity, cash management discipline, and competitive response from Amazon and Google. If Rezolve can cross $100 million ARR by year-end while maintaining its technical edge and reducing cash burn, the stock’s 12.6x ARR multiple could expand dramatically as profitability becomes visible. If execution falters, the combination of high burn, equity dilution, and Big Tech encroachment could render the company a strategic acquisition target rather than a standalone winner. The story is compelling, but the margin for error is razor-thin.
Microsoft and Rezolve AI partner to drive global retail innovation with AI-powered commerce solutions
• Rezolve AI’s Brain Suite to be distributed via Microsoft Azure Marketplace with extensive go-to-market and co-sell support
• Companies collaborate to bring differentiated generative AI solutions to customers
REDMOND, Wash., and NEW YORK – Oct. 3, 2024 – Microsoft Corp. (NASDAQ: MSFT) and Rezolve AI (NASDAQ: RZLV), a global leader in AI-powered commerce solutions, on Thursday announced a strategic partnership to empower retailers with advanced capabilities for digital engagement. Through this collaboration, Rezolve AI’s Brain Suite – including Brain Commerce, Brain Checkout, and Brain Assistant – will be powered by Microsoft Azure and available globally via Microsoft’s Azure Marketplace and co-sell channels.
This partnership aims to empower retailers to transform their customer engagement and operations with advanced AI solutions powered by the Microsoft Cloud. In addition, Microsoft will extend extensive Go-to-Market (GTM) and co-sell support, providing marketing, sales, and technical support to accelerate Rezolve AI’s market penetration over the next five years.Click here to load media
“The potential for Generative AI to transform retailers’ businesses is immense,” said Nick Parker, President of Industry & Partnerships at Microsoft. “Through this partnership, we will combine the power of the Microsoft Cloud with Rezolve’s purpose-built solutions built on its unique Gen AI models, to bring a differentiated conversational AI experience to our mutual customers. Together, we can provide retailers with the tools they need to personalize shopping experiences and streamline operations at scale.”
“Partnering with Microsoft is an exciting opportunity,” said Daniel M. Wagner, CEO of Rezolve AI. “Its global reach and advanced Azure infrastructure combined with our Brain Suite create a powerful synergy that will revolutionize retail and commerce. Together, we’re making iteasier for retailers to harness the power of AI to boost engagement, streamline processes, and drive growth.”
Empowering Retailers with Scalable AI Solutions that address Friction in eCommerce and Digital Channels
Retailers today face significant challenges with their ecommerce solutions, including managing complex customer journeys, ensuring seamless checkout processes, and integrating AI-driven insights to enhance customer engagement and boost conversions. Rezolve AI’s Brain Suite, featuring Brain Commerce, Brain Checkout, and Brain Assistant, addresses these issues by providing intelligent, integrated solutions that streamline operations, personalize customer interactions, and drive sales growth.
Key Aspects of the Partnership:
- Levelling Up Digital and Commerce Engagement: By integrating the Brain Suite with Microsoft Azure, Rezolve AI offers retailers scalable and secure AI capabilities, backed by Azure’s enterprise-grade infrastructure, designed to reduce cart abandonment. For example, Brain Suite allows conversational engagement with digital and commerce channels in 95 languages, which can help retailers speed up the check-out flow as well as provide comprehensive generative AI-supported customer support. Additionally, Azure customers will benefit from pre-configured solutions that streamline deployment, offering rapid ROI and operational efficiencies.
- Global Distribution via Azure Marketplace: Rezolve AI’s Brain Suite will be listed on the Microsoft Azure Marketplace, providing seamless access for retailers globally to leverage AI-driven solutions for commerce.
- Extensive Go-to-Market and Co-Sell Support: The partnership will leverage co-sell and marketing support across five years, including:
- Marketing: Joint marketing campaigns, PR, and field enablement.
- Co-Sell Support: Access to Microsoft’s 35,000 incentivized sellers and marketplace rewards to accelerate customer acquisition.
- ISV Success Benefits: Access to Microsoft AI Cloud Partner Program benefits, unlocking incentives, co-sell readiness and technical support.
- Industry Leadership in AI and Retail: The partnership further strengthens Microsoft’s leadership in Generative AI solutions for retail, enabling retailers to stay competitive by adopting cutting-edge AI tools that personalize customer experiences and improve business outcomes.
On Jan 20 2026, Rezolve AI announced a $250 million registered direct offering — selling 62.5 million new shares at $4.00 each to institutional investors. This is essentially the company issuing a large block of new shares to raise capital for growth, sales expansion, potential acquisitions, and general corporate needs.
Why this hit the stock so hard:
- The offering was priced at a discount to the recent closing price — meaning new shares were sold cheaper than existing holders could sell theirs. Investors view that as dilution, which reduces existing shareholders’ ownership stake.
- Even though the capital raise strengthens the balance sheet, short-term selling pressure mounted as traders sold into the news, especially given RZLV’s already volatile price history.
📊 Market Reaction
The stock fell significantly (20%+ in some reports) on the day of the announcement as the news hit the market — a classic reaction when a small-cap or growth stock issues a large new share block.
📌 Context Matters
RZLV’s price behavior in January was already fragile:
- The stock had rallied earlier on ambitious revenue guidance for 2025–2026, which brought volatility.
- Shares are often viewed as speculative due to lack of profitability and heavy dilution risk, which makes investors sensitive to capital raises.
🧠 So Why Exactly Did It Drop?
In simple terms:
Investors sold because Rezolve AI announced a large share issuance at a discount, increasing dilution risk. Even though the company stated it needs the capital to grow, the immediate effect is downward pressure on the share price. This is a well-known market reaction for small/mid-cap tech stocks that rely on equity raises.
🧐 What This Means Going Forward
Neutral/Positive aspects:
- The company now has more cash to invest in sales, growth, and potential acquisitions.
Risk/Reassurance aspects:
- Dilution from new share issuances can keep selling pressure on the stock.
- Investors tend to be cautious with companies still far from profitability, making news like this a trigger for short-term drops.
1️⃣ What dilution actually changed (baseline)
Before offering
- Shares outstanding: ~336.3M
After offering
- New shares issued: 62.5M
- New total shares: ~398.8M
👉 Dilution = ~18.6%
That means:
- Whatever value you thought RZLV had before, the company now needs to be ~19% more valuable just to keep the stock price where it was.
2️⃣ Market cap math (this is the key part)
Let’s compare pre-drop vs post-drop scenarios.
Scenario A: Stock at $4.25 (pre-drop area)
- Market cap = 398.8M × $4.25
- ≈ $1.69B
So for RZLV to deserve $4.25 again:
➡️ The business needs to justify ~$1.7B valuation.
Scenario B: Stock at $3.40 (post-drop-ish)
- Market cap = 398.8M × $3.40
- ≈ $1.36B
That’s what the market is roughly saying now:
“We like the growth story, but we’re discounting execution + dilution risk.”
3️⃣ Does management’s guidance support that valuation?
Management has guided to roughly:
- ~$350M revenue in 2026
- ~$500M ARR exit-2026
Let’s apply reasonable SaaS / AI multiples (not hype ones):
Conservative multiple (3× revenue)
- 3 × $350M = $1.05B
Mid multiple (4× revenue)
- 4 × $350M = $1.4B
Optimistic multiple (5× revenue)
- 5 × $350M = $1.75B
📌 Translation:
- At $3.40, RZLV is priced roughly at a 4× forward revenue multiple
- At $4.25, it needs the market to believe execution will be clean and growth sticks
4️⃣ Why the stock dumped now (psychology piece)
Even if long-term math works:
- Traders hate discounted offerings
- Algorithms auto-sell on dilution
- Small/mid caps almost always overshoot to the downside
This was a mechanical sell-off, not a thesis-breaking event.
5️⃣ Decision framework (brutally honest)
👍 RZLV makes sense IF:
- You’re long-term (12–24 months)
- You believe they can actually hit $350M+ revenue
- You’re okay with volatility + possible more dilution later
- Position size is small/moderate
⚠️ Be careful IF:
- You’re trading short-term
- You expect smooth price action
- You don’t want more equity raises (this is still a growth-stage company)
6️⃣ Smart ways people play this setup
Not advice — just common approaches:
- Scale in (e.g. 25% now, 25% on weakness, 50% after execution proof)
- Event-based hold (stay through earnings / ARR updates)
- Risk-boxed trade (define max loss upfront)
Bottom line (plain English)
RZLV didn’t drop because the story broke.
It dropped because the cap table changed overnight.
From here, returns depend almost entirely on execution, not hype.
The automation curve in agentic commerce
Agentic AI is increasingly a part of shopping, but not all transactions will be automated in the same way. Here’s what agents will handle—and the situations that will call for human involvement.
For many shoppers, this past holiday season may have felt different. Perhaps an AI assistant suggested gifts your relatives might actually like while filtering for items that could arrive before the holidays. Maybe it helped you navigate the specs of three different noise-canceling headphones or scanned five retailers for a specific holiday outfit, assembled a ready-to-buy basket, and politely asked, “Should I go ahead?”
This is the year AI agents stopped being an experiment and became part of how people shop, not in headline-grabbing ways but in everyday moments—helping shoppers make sense of choices, assemble baskets, resolve trade-offs, and move toward action. Yet what looks like small convenience today is an early signal of a much larger shift in the way we shop. According to our research, even under moderate scenarios, AI agents could mediate $3 trillion to $5 trillion of global consumer commerce by 2030.1 Because agents navigate the same internet as humans—visiting websites, engaging with APIs, and interacting with loyalty programs—they can scale quickly. And as they do, they are reshaping how intent forms, how products are discovered, and where value pools can be found.
We introduced many of these themes in our report The agentic commerce opportunity: How AI agents are ushering in a new era for consumers and merchants last fall. This article builds on that foundation. Here, we explore what we call the “agentic commerce automation curve,” which illustrates how the shopper experience shifts at different levels of delegation, and outline how retailers can prepare for a world in which the customer is still human but AI agents increasingly mediate key decisions.
The six-level agentic commerce automation curve
The rise of agentic commerce reflects the collision of three forces. First, AI agents have reached decision-grade usefulness, allowing consumers to delegate not only inspiration but also shortlisting, assembly, and even execution. Second, the ecosystem now has rails for real autonomy. Open-source protocols—such as MCP, A2A, AP2, ACP, and UCP—enable agents to read data, negotiate with other agents, and transact safely. The Linux Foundation recently established the Agentic AI Foundation—a partner-backed effort including Anthropic, Block, Google, Microsoft, OpenAI, and others—focused on the interoperability, identity, and payments building blocks needed to make autonomous commerce viable at scale.2 Third, intent is shifting upstream. Agents increasingly act when consumer goals surface—such as a conversation about an upcoming birthday party, a calendar reminder for a trip, or a low-supplies signal from a device. For retailers, the implications are stark: If your catalog, policies, and value proposition are not machine-readable, agents—and by extension, shoppers—simply will not find you, no matter how beloved your brand is.
That said, the rise of AI agents does not represent a single leap from human-driven shopping to full autonomy. Instead, agentic commerce is unfolding along a curve—one defined by how much of the commerce journey consumers are willing to delegate to machines. This automation curve is composed of six distinct levels of automation, each representing a different mode of delegation—from basic rules-based convenience to fully autonomous multiagent coordination. Importantly, these levels describe what agents are technically capable of doing, not what consumers will always choose to allow.Share
Sidebar
How agentic commerce plays out in B2B
Further, adoption will not necessarily move uniformly “up” the curve. While agentic capabilities continue to advance, two forces are shaping consumer delegation. The first is time and trust: As consumers gain familiarity with agents and see them perform reliably, they become comfortable delegating larger portions of the journey. The second is category dynamics. Willingness to delegate varies sharply by ticket size, emotional salience, identity signaling, and regret risk. (This article focuses on the retail experience; for a look at how agents could impact B2B commerce, see sidebar, “How agentic commerce plays out in B2B.”)
Together, these forces determine a ceiling of delegation, in which autonomy naturally plateaus for a given category or moment. In some contexts, consumers may be comfortable delegating end-to-end execution. In others, they will deliberately stop short, retaining control not because agents are incapable but because human involvement is intrinsic to the value of the experience.
For these reasons, the model is best understood as a curve rather than a ladder. Higher levels of automation are not inherently better or more advanced, and the goal is not maximum autonomy but optimal delegation (exhibit).
Exhibit
Level 0: Programmed convenience (‘set it and forget it’)
This level is the pre-agentic baseline: Recurring replenishment for things that run out—coffee pods, detergent, diapers, shampoo—is handled through subscriptions, scheduled refills, and recurring shipments. At this point on the curve, automation is rules-based—useful but brittle and largely blind to context. When needs change, it breaks, and the human steps back in.
Still, level 0 proves a foundational point at which consumers delegate when automation is reliable and reversible. For example, around 23 percent of US Amazon shoppers had at least one active Subscribe & Save order in 2024.3
Level 1: Assist (‘the cognitive sidekick’)
At level 1, agents help shoppers think and make decisions, but they do not execute. A shopper might ask, “Find four gifts under $75 that can ship by Friday; prefer sustainable brands; and summarize trade-offs.” Or, in a more complex category, “Compare three noise-canceling headphones, and explain how they differ on sound quality, battery life, and comfort.” The agent’s role is analytical. It scans catalogs, parses reviews, compares features, and synthesizes options into short lists or recommendations. Crucially, it does not commit to a configuration or resolve operational constraints. There is no cart, no basket, and no readiness to transact. The human evaluates the options, weighs trade-offs, and decides what to do next.
In other words, level 1 replaces search and comparison but leaves assembly and execution entirely with the shopper.
Implications for retailers: Verifiable data beats marketing gloss. Agents require information they can parse and compare—structured attributes, clear eligibility rules, sizing and fit certainty, and claims that can be substantiated.
Level 2: Assemble (‘the personal shopper’)
Level 2 marks a qualitative shift: Agents move from analysis to orchestration. Here, the shopper expresses an intent, and the agent returns a purchase-ready basket. “Build a cozy winter outfit under $150.” “Stock a pantry for a vegan guest arriving tomorrow and staying for three days.” Or, more complex, “Put together a home office setup under $2,000 that supports dual 4K monitors and quiet video calls and has next-day delivery.” Unlike level 1, the agent is tasked with resolving trade-offs and constraints rather than merely surfacing them. It selects specific items, ensures technical compatibility, and balances performance against price, availability against delivery speed, and promotions against eligibility. Taxes, shipping windows, loyalty benefits, and substitutions are handled by default. The output is not a list of options; it is a coherent configuration that is ready to check out. The shopper’s role shifts accordingly from comparing options to approving or adjusting a proposed solution.
Implications for retailers: Success at level 2 requires API-first merchandising. Inventory, pricing, shipping promises, promotions, and returns logic must be exposed cleanly so agents can assemble baskets with human-level fidelity.
Level 3: Authorize (‘the supervised executor’)
At level 3, consumers delegate not only actions but also rules. Instead of approving each step, they authorize an agent to execute within clear boundaries. “If groceries are under $120 and arrive Friday 6–8 p.m., place the order.” “If my preferred sneakers drop below $80 from merchants I trust, buy them.” The agent then runs the workflow end to end, choosing among eligible options, swapping out-of-stock items for approved substitutes, applying loyalty benefits, and escalating to the shopper for approval only when something falls outside the rules.
Implications for retailers: To support shoppers at level 3, merchants must make it possible for an agent to pay and act on a customer’s behalf with safety and transparency. That means purchasing authorization that can be limited (by budget, time window, merchant, or category), activity that can be audited (what was bought and why), and actions that can be reversed (easy cancellations, refunds, and overrides when needed).
Level 4: Autonomize (‘the intent steward’)
At level 4, agents operate against standing goals rather than one-off transactions. For example, “Keep household essentials under $300 per month.” “Maintain my airline loyalty status at the lowest total cost over the course of 2026.” “Make sure we never run out of baby supplies.” The agent continuously monitors needs, anticipates replenishment, compares options across merchants, and optimizes for longer-term outcomes such as maintaining or achieving a certain loyalty status. The agent then handles the operational follow-through, including changes, returns, and replacements. The shopper becomes episodic, stepping in mainly for meaningful decisions or exceptions.
Implications for retailers: Competition at level 4 shifts from winning a single purchase to earning a place in the agent’s ongoing plan. Merchants need deeper integration—especially around loyalty, eligibility, substitutions, and service guarantees—so agents can reason about trade-offs and execute reliably. Put simply, it’s no longer enough to expose a catalog; retailers must expose the rules and policies that determine what “good” looks like.
Level 5: Networked autonomy (‘multiagent commerce’)
This forward-looking level is still emerging and points to a world in which commerce becomes agent-to-agent by default. Personal agents won’t just interact with merchant websites; they will negotiate directly with a network of specialized agents that optimize pricing, logistics and delivery, payment authorization, and loyalty programs. Ultimately, this will result in multiagent marketplaces where intent can be brokered, trust is carried through reputation signals, and transactions are settled through shared protocols—enabling “procurement as a service” to run continuously in the background.
Implications for retailers: Level 5 will be shaped by those that are already proficient at level 4. Retailers that expose policies, guarantees, and loyalty logic in machine-readable ways will be positioned to influence how these ecosystems route demand. Those that don’t risk becoming interchangeable suppliers competing primarily on price in machine-negotiated flows.
How the automation curve bends: Where delegation accelerates, plateaus, and reshapes value
The automation curve describes what AI agents can do across the shopping experience. It also can help explain the way that delegation can play out in practice and why automation does not unfold evenly across categories, moments, or consumers.
In the real world, consumers do not climb the curve uniformly, nor do they aspire to full autonomy in every context across shopping categories. Instead, delegation accelerates where automation removes friction without sacrificing meaning. It plateaus where human involvement is intrinsic to value, and it becomes selective amid trade-offs and uncertainty. Understanding these patterns is critical for retailers deciding where to invest, what to expose to agents, and how to compete in an agent-mediated world.
Where delegation accelerates: Utility, repetition, and low-regret purchases
In categories where shopping is primarily a task rather than an experience, delegation tends to move quickly up the curve. Low-regret purchases such as groceries, household essentials, and basic consumables are natural candidates for higher autonomy. Here, the value of shopping lies in efficiency, reliability, and predictability rather than discovery or expression.
As agents prove capable of assembling baskets accurately, executing within guardrails, and handling substitutions or delivery changes gracefully, consumers become comfortable delegating execution entirely. Attention shifts from evaluating options to reviewing outcomes: Was the order on time? Did it stay within budget? Were substitutions reasonable? Over time, approval becomes implicit and intervention becomes the exception.
For retailers, this dynamic reshapes competition. Brand storytelling and front-end experience matter less than operational trust. Agents optimize for delivered value—factors such as price, availability, service reliability, and reversibility. Merchants that expose clean inventory data, predictable fulfillment performance, and transparent substitution and return policies become default suppliers, often without ever “winning” a traditional moment of consideration. In these categories, being agent-readable and dependable matters more than being distinctive.
Where delegation plateaus: Identity, aspiration, and regret risk
In high-consideration categories, such as luxury goods or milestone purchases, delegation often plateaus lower on the curve. Here, shopping is not merely about outcomes; it is about identity, intent, and emotional assurance. Consumers may enthusiastically enlist agents to research, compare, and analyze but stop short of fully autonomous execution.
Consider a luxury handbag purchase: A consumer may ask an agent to evaluate how different brands hold value over time, analyze resale markets, or assess how a particular style aligns with their personal aesthetic. The agent may surface alternatives, identify better price points in the resale market, or locate in-store availability. But the final decision and the transaction itself remain firmly human.
In these moments, the agent functions less as an executor and more as an analyst and curator. The ceiling of delegation is set not by technical limitations but by emotional and identity-based considerations, such as the desire for a tactile experience, social signaling, or the avoidance of regret. Importantly, lower autonomy does not imply lower value. In many such categories, human involvement is itself a key component of the product.
For brands, this distinction is critical. Competing effectively does not require pushing consumers toward full automation. It requires enabling agents to support deliberation by exposing rich contextual attributes, provenance, craftsmanship, and long-term value signals while preserving human control at the point of commitment. In these categories, winning means shaping how decisions are informed, not how quickly they are executed.
Where delegation is selective: Complexity, trade-offs, and context
Most categories sit between these two poles. In travel, consumer electronics, home goods, and other complex purchases, delegation is selective and situational. Agents may autonomously handle research, comparison, monitoring, and assembly while escalating decisions that involve meaningful trade-offs. An AI travel agent, for example, might assemble an itinerary, optimize for loyalty benefits, and monitor for disruptions but still surface choices that require judgment—time versus comfort, cost versus flexibility. A home electronics agent may narrow options based on specifications and reviews but defer to the human when design, compatibility, or brand preference becomes decisive.
In these categories, trust is built not through perfect execution but through explainability and reversibility. As autonomy increases, consumers want to understand not just what the agent did but why it behaved in that manner. Why did it choose a particular option? Why did it make a substitution? Why did it escalate an exception? Graceful handling of edge cases matters more than success on the happy path.
This is where metadata becomes strategy. Humans infer meaning intuitively, considering factors such as fit, feel, mood, and suitability for a particular occasion. AI agents, of course, do not. They rely on structured, contextual signals. Products that are emotionally legible to people but semantically opaque to machines risk becoming invisible in agent-mediated flows. This requires retailers to invest in rich, machine-readable attributes that enable agents to act with nuance—and to know when to pause and elevate questions to human shoppers.
How value pools shift when agents mediate commerce
Across these patterns, one shift is consistent: the compression of the traditional funnel. Search, comparison, and consideration collapse into a single agent-mediated moment. Continuous commerce replaces episodic decisions. Loyalty becomes less about sentiment and more about policy.
As a result, value pools migrate. Advantage accrues to merchants that can reliably execute against agent constraints, not just those that attract human attention. Margins are shaped by service guarantees, fulfillment reliability, and clarity of policies. For some players, this will unlock efficiency and scale. For others, particularly those dependent on discovery-driven traffic, it introduces the risk of disintermediation.
Importantly, this does not imply a single end state. The automation curve does not prescribe where every category should end up. Instead, it describes the instances where delegation creates value and where it does not. Retailers that recognize these contours early can invest accordingly, pushing toward higher autonomy where it reduces friction and deliberately preserving human moments where they matter most.
The future of commerce is not about maximizing automation. It is about placing autonomy where it enhances experience, economics, and trust. The automation curve offers a practical lens for making those choices. Retailers that use it to guide capability investment, category strategy, and agent readiness will be best positioned to compete as AI agents become an increasingly central interface of commerce.
Agentic Commerce Adoption Is Inevitable—And Resisting It May Not Be An Option
Clara Ludmir Feb 16, 2026, 12:40pm EST
While agentic commerce is on the agenda of most brands and retailers, its pace of adoption remains uncertain. What is already clear is its potential to redefine how buying decisions are made. As AI agents shift from assisting shoppers to acting on their behalf—controlling discovery, traffic and conversion—power will begin to move away from brands toward AI-driven intermediaries. As giants like eBay and Amazon push back, a question emerges: do they have more to lose by resisting agentic commerce than by embracing it?
From AI Chats to Agentic Commerce
While industry leaders such as Google or Walmart are clearly advancing fast when it comes to integrating agentic commerce within their interfaces and for merchants, the reality is most retailers are still very much in the consideration and exploration phase. Juan Pellerano-Rendón, CMO of Swap, explains: “If you look at classic adoption curves, we’re clearly still early. I do think this year will be a tipping point, though—particularly in the second half of the year—when these tools become more accessible and more embedded in the zeitgeist and consumer behavior. ”
In his role at the AI-powered global commerce solutions platform—which recently announced a $100 million Series C funding—Pellerano-Rendón believes agentic commerce will rapidly evolve from experimentation to everyday adoption. As consumers become more comfortable with large language models (LLMs), agentic commerce will naturally follow, especially given that it is designed specifically for commerce use cases.
“What we’re seeing today is a proliferation of tools, and there’s a lot of uncertainty around which ones will stand out or truly stick. To put it into perspective: Google handles billions of search queries per day, while ChatGPT reported around 50 million daily shopping-related queries in its most recent Q4 data. On a relative basis, that’s still small—but it’s growing fast.”
Retailers recognize the urge to understand and adopt AI as part of their e-commerce strategy. According to a survey led by Metapack, which interviewed 8,000 consumers and 400 retail executives, “adopting AI and emerging technologies to maintain an edge” was the number one factor retailers identified as most likely to impact business performance in 2026. This underscores both the opportunity and complexity AI presents, particularly as consumers grow more familiar with—and dependent on—agents in their day-to-day lives. Over the next few years, conversational AI is expected to evolve into more autonomous retail agents, not just advising shoppers but acting on shoppers’ behalf for automated tasks such as replenishment, delivery, or checkout.
Control: The Main Threat Posed by Agentic Commerce Adoption
As with any disruptive technology, uncertainty remains around how agentic commerce will impact the retailers that adopt it. However, some risks are already obvious. “What is clear is that up until the point of transaction, the LLM owns the data. Until checkout happens, the merchant doesn’t know how the consumer arrived there, why their brand surfaced, or what intent led to the purchase,” says Pellerano-Rendón.
This loss of visibility across the path-to-purchase is particularly problematic for brands. While orders may be attributed to ChatGPT, Gemini, or other LLMs, merchants are largely in the dark about everything that happened before the transaction.
In many ways, agentic commerce is becoming the new Google search—but with far less transparency. This raises a critical question around customer data ownership. Whether retailers are willing to relinquish such valuable insights remains unclear. Some are already taking decisive steps to signal their position: on February 20, eBay will begin blocking AI agents from interacting with its website without consent.
Amazon has taken a similar stance, announcing it would not allow AI agents to scrape its site. Such tools bypass Amazon’s shopping platform entirely, threatening its most prized assets: customer data, loyalty, and advertising revenue. During Amazon’s fourth-quarter earnings call on February 5, CEO Andy Jassy acknowledged that AI agents are becoming serious competitors as they position themselves as shopping destinations. He also shared that: “These horizontal agents don’t have any of your shopping history, they get a lot of the product details wrong. They get a lot of the pricing wrong.” While Amazon may be able to block AI agents given its market dominance, smaller retailers may not have that luxury.
The reality is a future without agentic commerce being embeded in the e-commerce experience now seems unlikely. “AI will eventually become invisible—everything will just have AI. I think agents will follow the same path. At some point, blocking agents will be a liability, not an asset,” believes Pellerano-Rendón.
A clear divide is emerging between those embracing this evolution and the ones resisting it. Swap’s CMO falls into the first camp. “The players who win will be the least restrictive,” he says. “Agents are coming whether companies like it or not. Putting up barriers may feel protective in the short term, but it limits future opportunity.” As brand consideration becomes increasingly influenced by AI algorithms, a new vertical focused on optimizing for AI visibility is emerging. Retailers that resist embracing it may preserve some degree of control—but at what cost?
InvestorWisdom
Jan 15, 2026 4:02 AM
i’ve seen small companies do deals with Microsoft but unless it’s significant, i dont think Microsoft usually releases a PR themselves. It’s usually just the small company announcing it, with MSFT approval…
bluebird23
That $209 million ARR (Annual Recurring Revenue) they reported exiting 2025 is the “silver bullet” for their cash burn problem.
When a company has that much contracted revenue, the math starts to work in favor of the shareholders. Here is why that $209M figure is so critical when paired with Dan’s buying and the recent $250M raise:
1. Crossing the Profitability Threshold
Rezolve actually hit a major milestone last month (December 2025): their first profitable month. * They brought in over $17 million in revenue for that single month.. The 2026 “Moonshot”
Management has guided for $350 million in total revenue for 2026 and an exit rate of $500 million ARR.
If they hit $500M ARR by December 2026, they will be doing roughly $41.6 million a month.
At that scale, a software company with their margins (which they’ve claimed are in the 90% range) becomes a “cash cow” rather than a cash burner.
Jan 25, 2026 11:47 AM
The “Show Me” Phase
The next big catalyst will be the Q1 2026 earnings report. Investors will be looking to see if that $17M/month run rate stays steady or climbs toward the $25M mark. If it does, the “cash burn” conversation might disappear entirely.
1
V_T
Van
@V_T
Dan has been buying comfortably scooping up the weak hand’s shares😀. I bet he is not the only insider doing so. There was no pressure on them to report since the new rule starts on March 18th.
I am buying on Monday and I don’t care what the price is🥂
Bullish
Jan 25, 2026 5:27 AM
iVeee
Based on recent social media news, as speculation can easily spin out of control, this post is so we remain factual and informed. Since no filing explicitly details Dan’s buying, his post on X/Twitter remains an unverified claim. RZLV is a Foreign Private Issuer, he is not under the strict “2-day” deadline to file a Form 4, so there may be a lag—or he may be relying on the exemption to not file immediately. Without filing, investors have no “receipt” to verify his statement. Having said that, Dan acquired shares last year approx ~$3/share filed 13D to show receipt. It can also be done under 6-k. The “Processing” Lag: Under UK rules, there can be a gap of up to 6 business days (3 for him to tell the company + 3 for them to publish). If he bought recently, the paperwork might still be in the pipeline. That said, since he says he’s buying again ~$3s alludes to helping fight short attack, I personally TRUST him on his words and will act, before not after, the moment of truth.
Jan 25, 2026 8:06 AM
Ultrasuede
Evolution of The Mind
@Ultrasuede
Joined May 2020
For those who didn’t know, Dan and the team will be presenting and meeting with reps of some of the most prestigious brands in the world in Abu Dhabi, Starting tomorrow.
luxe.shoptalk.com/home
Bullish
Home Page
https://luxe.shoptalk.com
Jan 26, 2026 8:45 PM
iVeee
Disagree. Microsoft and Google doesn’t have all the products needed to make “agentic commerce” work. They rely on 3rd party providers, and together create the ecosyst. For example, geofencing. McDonalds rely on RZLV’s tech acquired from Bluedot, with Google as Cloud provider. Same goes for payment rails and blockchain data rail. Understand that there is only one company out there with blockchain data rail for online commerce, and that company is RezolveAI. A technology that many banks today have implemented into production due to its resilience and auditable ledger – you can follow ever cent transaction without getting hacked/fudged the data. This is currently missing on the online retail space but banks use it today. There is more to the partnership between rivals Microsoft and Google, partnering with the same company RezolveAI, which also deeply embedded partnership with Tether. But Rome wasn’t built in a day.
Feb 01, 2026 11:17 PM
garfield688
Yesterday 10:59 PM
RZLV strategy during 2025 was based on a strong belief that the partnerships with Google and Microsoft would bring lots of new customers, which would result in organic growth.
As far as we know, the partnerships didn’t bring many new customers, but still, were valuable to get RZLV into major events and get visibility.
Looking back, and with more insights from recent announcements, it’s easy to understand why the partnerships were not bringing new customers.
The partners (Google, Microsoft) were developing their own e-commerce agentic AI experiences natively integrated into their products.
So, Google and Microsoft would not send their customers to RZLV, because they were planning to offer similar products.
The partners became direct competitors.
https://blog.google/products/ads-commerce/agentic-commerce-ai-tools-protocol-retailers-platforms/
Microsoft propels retail forward with agentic AI capabilities that power intelligent automation for every retail function – Source
REDMOND, Wash. – Jan. 8, 2026 – Microsoft Corp. on Thursday announced agentic AI solutions designed to bring intelligent automation to every part of the retail business. These new capabilities help retailers move faster, serve shoppers with greater relevance, and operate with resilience and efficiency, delivering a modern foundation for growth in a highly competitive market.
https://news.microsoft.com/source/2026/01/08/microsoft-propels-retail-forward-with-agentic-ai-capabilities-that-power-intelligent-automation-for-every-retail-function/
https://www.reddit.com/user/UnhappyEye1101/
Palantir 2.0 but in WHOLE different sector.
Rezolve AI benefits from the “Unlikely Allies” trend by positioning its proprietary technology as the specialized commerce “brain” that powers these larger platforms.
While the chart shows tech giants like Google, Microsoft, and OpenAI partnering with Shopify and retailers to combat Amazon, Rezolve AI acts as a strategic “middleman” that integrates deeply into those larger platforms.
We talk about Agentic Commerce revolution that is already rolling but retail investors are not catching it yet.
RZLV technology will be integrated everywhere & without RZLV – tech future online shopping will feel like real fiasco.
RZLV will be big in the future & making it’s early steps NOW to become market leader in Agentic Commerce. This sector is predicted to be 3 – 5T in 2030. Potential is HUGE.
WE investors are still early in RZLV even though it’s early 2026.
I got first time in the stock February 2025 stock was trading 2 – 3$ share.
Where it trades now? Around same area, 2 – 3$’s.
What has been happening inside the company?
LOTS OF THINGS that share price is not showing for us.
Do you folks remember the Amazon – share price situation back in early 2000’s? From 113$ to around 6$ even though all the metrics in the company were showing things are improving.
Lots of great things has been happening & only minimal “bad things” if you are in the stock with long term vision.
One example: How markets are pricing RZLV currently after share offering? —> Markets are probably pricing in super shit earnings report or something worse. What RZLV – management is projecting for full year 2026? 350M revenue & 500M ARR.
https://rezolve.com/press-releases/rezolve-ai-guides-to-350-million-2026-revenue-and-500-million-arr-exit-run-rate/
Those are not baby numbers. Those are hyper growth numbers. Real BÄNGER – NUMBERS & markets are not yet believing what RZLV – management is projecting.
When markets make turnaround with RZLV & really believe what RZLV projects hold your horses & I really hope you’ve accumulated great long term position until that happens.
Think deeper & make deeper DD folks. We ain’t leaving. Remember: Timing the markets sucks BUT time in the markets is the key for success.
Agentic Commerce
For years, ecommerce has been built around a simple assumption. Shoppers browse websites, compare options, and decide for themselves.
That model is starting to change.
With the rise of AI shopping agents that can act on a shopper’s behalf, discovery and decision-making are increasingly being delegated.
Instead of clicking through dozens of product pages and forums, customers can describe what they need and let AI evaluate options and even complete purchases for them.
This shift has major implications for ecommerce businesses. When buying decisions are mediated by agents rather than humans, visibility and persuasion work differently.
What is agentic commerce?
Agentic commerce refers to shopping powered by AI agents. These agents act on behalf of consumers to evaluate options and complete purchases.
Instead of manually browsing websites, comparing products, and checking out themselves, shoppers define intent, preferences, and constraints. The agent then handles discovery, comparison, and transaction execution.
What makes this agentic is autonomy. The agent is not just assisting or recommending. It can make decisions and take action without requiring step-by-step approval.
How has agentic commerce changed shopping behavior?
Agentic commerce changes how people shop by reducing the amount of work they need to do themselves.
A typical ecommerce journey used to look like this:
The shopper searches for a product or browses a category
They click through multiple product pages
They compare features, prices, and reviews
They cross-check information across forums or external sites
They narrow down options and make a final decision
They complete checkout themselves
This process relies on human judgment at every step. Shoppers actively evaluate trade-offs and absorb large amounts of information before buying.
With agentic commerce, the flow changes:
The shopper describes what they need and sets constraints
An AI agent scans available options across sources
The agent filters products based on requirements
One or a small number of qualified options are surfaced
The agent completes the purchase or prepares it for approval
Why does agentic commerce matter to ecommerce businesses?
Agentic commerce is not just another change to ecommerce. It represents a structural shift in how businesses compete for discovery and conversion.
For years, ecommerce optimization has focused on influencing shoppers across a long, human-led funnel.
Each stage offered opportunities to shape perception, build confidence, and nudge shoppers toward conversion. Like this:
Awareness and discovery: Businesses invested in search rankings, paid ads, marketplaces, and social channels to capture attention early in the journey.
Consideration: Marketplace and product pages, descriptions, imagery, and reviews were the only ways to differentiate offerings and persuade shoppers as they explored options.
Evaluation: Detailed specifications, FAQs, and social proof supported human decision-making. Shoppers validated claims, compared trade-offs, and built confidence before committing.
Conversion: Checkout optimizations, promotions, and retargeting helped recover hesitation and push decisions over the line.
When agents take on more of the work of shopping, influence shifts earlier in the funnel and happens faster. Like this:
Awareness and discovery: Instead of browsing results, shoppers express intent directly to an agent. Products are surfaced based on relevance, fit, and availability, rather than visibility alone.
Consideration: Product data and content play a critical role in helping agents understand what a product is, who it’s for, and whether it meets the shopper’s needs. Clarity, completeness, and consistency matter more than surface-level persuasion.
Evaluation: Much of the evaluation is delegated to agents and happens upstream. Accurate attributes, clear specifications, and reliable information determine whether a product progresses or is filtered out before a shopper ever sees it.
Conversion: Once a product is selected, conversion can happen quickly, sometimes automatically. With fewer touch points, there are fewer opportunities to intervene late in the journey.
Across the funnel, the opportunity to influence decisions hasn’t disappeared. It has moved earlier, become more compressed, and increasingly depends on how well product information communicates intent, suitability, and confidence.
Conclusion
As ecommerce moves toward agent-led discovery and purchasing, product data becomes the deciding factor. It determines whether a product is understood, evaluated, and ultimately acted on by an agent.
At Hypotenuse AI, we’re seeing more brands invest in stronger product data foundations. Teams are using Hypotenuse AI to enrich product attributes, generate accurate product content, and keep catalogs aligned across channels at scale.
Agentic commerce doesn’t replace ecommerce fundamentals. It raises the bar on them. Brands that treat product data as a growth lever, not just an operational task, will be better positioned to stay visible, trusted, and chosen as shopping increasingly shifts toward delegation.
Future of Agentic Commerce: an Interview with Arthur Yao Deputy CEO of Rezolve AI
https://www.youtube.com/watch?v=_styKm4Whhs
20250408
They_Call_Me_Tater_Salad
Lots of comments still about Fuzzy 🐼. I have a different take.
The recent price action on RZLV is a masterclass in institutional manipulation and you just need to look at the anchor investors.
Alyeska and Citadel are the backbone of the company’s recent capital structure, and anchored two $250 million raises at $5 and $4 PPS.
”Why would they short a stock where they have $500M on the line at a higher price?”, you ask?
Control.
By temporarily suppressing the price, they create an environment where they can vacuum up more shares from retail at $2.20 – $3.00. This lowers their total cost before the stock takes its next leg up.
They can’t just “buy” 50 million shares without the price hitting $20 instantly. They need retail to panic. They need stop-losses to trigger to create the “sell-side liquidity” required to fill their massive buy orders.
They are flushing weak hands to ensure that when the actual catalysts hit (like the 2026 revenue guidance or M&A news) they own the float.
Feb 04, 2026 4:23 AM
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DVD22
4:37 AM
@They_Call_Me_Tater_Salad
Interesting angle. I’d frame it less as manipulation and more as institutional patience vs retail emotion.
They anchored $500M at $4-5 for a reason. If the thesis still holds, they’re likely adding quietly while retail sells. No complex scheme needed just experience.
The real question is does the 2026 revenue story still make sense? If yes, current price could be opportunity. If no, institutions got it wrong too.
Watching volume and price action into Q1 to see how this develops.”
Bullish
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They_Call_Me_Tater_Salad
4:45 AM
@DVD22 My concern has always been organic growth. Honestly, I don’t know if they have that yet. However, even as a solo investor I can get C-Suite 1 on 1s and I always come out knowing far more than when I went in. If I was giving you $250,000,000 you can be damned sure I will have a team meet with you and will know everything about everything. I’m investing here because I am betting that the diligence of those two anchor investors was sufficient to warrant a strong entry at a price point 42%+ below their recent average.
Bullish
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DVD22
4:55 AM
@They_Call_Me_Tater_Salad
Fair point on the organic growth question, that’s the key risk here.
But you’re right about the anchor diligence angle.
Alyeska and Citadel don’t write $250M checks without deep dives. They saw something.
I’m in a similar boat, betting their homework was solid and this dip is mispricing vs. what they know.
Time will tell if we’re right to piggyback on their conviction.
Care to share what you’ve learned from your c-suite convos that moved the needle for you? 😉
Bullish
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They_Call_Me_Tater_Salad
5:55 AM
@DVD22 Those aren’t related to RZLV specifically. Generally you go into those meetings with questions around topics that there is no public response to, and often that analysts avoid asking for some reason. If I was talking to Dan I would ask about organic vs inorganic growth numbers.
Inevitably the CEO or CFO will answer something like, ”Well we need to answer carefully, but lets just say we are extremely pleased with our organic numbers and they surpassed our expectations” or ”Our organic growth has not been as strong as we hoped.”
l’ve exited entire positions within minutes of meetings and also doubled down.
————
DVD22
6:15 AM
@They_Call_Me_Tater_Salad
Many thanks indeed for taking the time to share these insights, genuinely appreciated.
Your perspective on the value of direct engagement and reading between the lines in management commentary is particularly instructive. 🍻 Cheers!
Bullish
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erik1025
4:29 AM
@They_Call_Me_Tater_Salad Wagner cant mandate that they dont short? Or is it kind of understood that this is the way it goes?
Bullish
————–
They_Call_Me_Tater_Salad
4:37 AM
@erik1025 He can’t.
In a Registered Direct Offering (RDO) like the one RZLV just closed, the company enters into a “Securities Purchase Agreement”.
Through this Wagner and ACHV are usually restricted from issuing new shares for 30–60 days. Unlike an IPO, where insiders have a strict 180-day lock-up, the institutional buyers in these raises receive fully registered, freely tradable shares immediately or very shortly after closing.
It is extremely rare (almost unheard of) for a multi-billion dollar fund to sign a contract saying they cannot hedge or short. They view it as a violation of their fiduciary duty to their own clients to give up their right to manage risk.
Once the deal is closed and the shares are in their account, Rule 105 (which restricts shorting during a deal close period only) no longer applies. They can short the open market all they want to “hedge” their $4.50 entry or to engineer the “liquidity sweep” we discussed.
arihelle
“Dan has already mentioned that if they were to stop their progress of further growth, the company would be profitable today. They clearly wish to capture as much of the market as possible, and they have no issue raising capital via institutions.” THIS!!!
and for those of you who have been yapping and complaining about not seeing or being able to test out the tech, my suspicion is that they want to move in silence and take a nice big bite out of the total addressable market before anyone tries to copy their tech. they have a head start, why throttle it by showing off too early!? #moveinsilence
Bullish
TKthe7th
8:46 PM
$RZLV Now I’m seeing too many mentions in videos and social platforms of a possibility for ‘reverse split’ (Even Creative mentioned it in his recent video). Please cut that noise and nonsense. Dan has already mentioned that if they were to stop their progress of further growth, the company would be profitable today. They clearly wish to capture as much of the market as possible, and they have no issue raising capital via institutions. Dan even stated he is currently buying shares, and why wouldn’t he when the discount is there for the taking?
One of the main reasons companies need to do a reverse stock split is their inability to raise capital. Typically, when a stock is RS, its chances of success are fairly low. RZLV will never have the stain of a R/S on their record.
Every chance I get….
Bullish
Feb 07, 2026 9:34 PM
V_T
Soundhound ($8.56) has a market cap valuation of 3.6 billion based on 150 million in revenue. It has 386.3 million shares outstanding.
That is 3.3 times higher than Rezolve’s current market cap.
What will Rezolve’s valuation be when 350 million revenue is achieved in 2026? Add profitability if you wish😀🥂
Bullish
Feb 07, 2026 8:30 PM
iVeee
for the record, I’ve already addressed Bloomreach + other similar “competition” RezolveAI may face last year like Aisera and Sierra AI. M&A is my forte after all, proper deep dive on “competition” had to be done for analysis of RZLV.
Bloomreach’s market is a foot to an overall “agentic commerce” ecosystem, “search and discovery”. RZLV acquired Groupby, a direct competitor. RZLV is faster, CHEAPER & technologically superior (tech stack full suite). Bloomreach is at risk of becoming redundant.
In the architecture of modern commerce, commercetools is the “Engine,” while Crownpeak is the “Body” + Brain Commerce the “Driver” & Brain Checkout the “Gears”.
Watch for a PIM (Product Information Management) or a CDP (Customer Data Platform) acquisition next. It completes the “Holy Trinity” of Commerce:
CMS (Crownpeak): Storefront
PIM (Next Target?): Inventory
Brain (Rezolve): AI connecting them all
RZLV is unique – the only players that can topple their tech stack are Microsoft/Google, but we already know where they positioned themselves in the AI-race, agentic commerce division… Cloud. So their partnership with RZLV is very deep for a reason. They don’t plan to and won’t move into “agentic commerce”, their business model anchored in datacenters and extremely large language models (not specific to commerce). Their revenue in “agentic commerce” is operating datacenters, so it is in their interest for RZLV to grow big & successful to take a chunk out of AWS, retaining existing clients, as well as Amazon’s 50% e-commerce market pie.
Bullish
Feb 08, 2026 1:08 PM
Talent follows conviction and vision.
When executives who have shaped Apple’s retail strategy, driven Google’s global expansion, built Microsoft’s enterprise engines, and launched Tata Digital’s ecosystem join Rezolve, it sends a clear message: the best minds in technology see where commerce is heading and they’re betting on Rezolve.
Daniel M. Wagner
November 12, 2025
Three weeks ago at NRF 2026, the agentic commerce protocol war officially began. Google launched UCP. Microsoft unveiled Copilot Checkout. And the industry suddenly had to reckon with a new reality: AI checkout isn’t coming—it’s here.
R3dThirteen
The Strategy to Expand Footprint
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Reward Loyalty UK operates a large customer engagement and loyalty platform that’s embedded with hundreds of retailers and dozens of major banks across Europe, the Middle East, and Asia. It reaches tens of millions of cardholders through loyalty and offer programs delivered via partners like Visa and Mastercard. RZLV’s purchase of Reward Loyalty UK Limited is a major strategic acquisition aimed at boosting revenue, expanding global reach, and enhancing its AI-driven commerce and loyalty capabilities.
The Dubai Connection
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Reward has opened and expanded an office in Dubai’s financial district as a central hub for Middle East operations, with senior leadership and staff based there to grow its business across the region to support regional banking and retail partnerships.
Bullish
Feb 11, 2026 7:37 AM
BlackRock
bought shares BEFORE RZLV got added to Russell2000
20260212, 13F, 9,914,308 shares
iVeee
“spinning”? It’s in my interest to see the business grow irrespective of current stock price. I’ve been invested since Dec 2024, DCA daily for 14months accumulated shy of 5M shares across multiple accounts. I’m not spinning, I am an investor. LT-shareholder. A Rezolvian. I’m not here for pennies, I’m here for the billion dollar paycheck. I know the company inside out, know the board, advisors + fellow investors cordially, know it’s under a short ladder attack and know the current market price is a heavily discounted cost per share manufactured by MMs to shake out silly little retail investors like you who can’t see the forest from the trees chasing green candles and don’t know how to value companies relying solely on daily stock price unable to see a diamond in the rough even if it’s right in front of their eyes impatiently jumps from one stock to the next for a quick buck pump and dump. I buy, hold and wait it out.
JuliusCoolius
****35+ years as an investor. A combination of deep value and undervalued (leading to growth), event based (leading to growth) and speculative investments (leading to growth or losses), all with some serious due diligence.****
If you are a serious investor and the CEO says in January that ‘I have been buying’ and then says in February ‘I can’t right now because I am an insider’, which do you believe?
There has been no filing, so he was never buying in January.
Those words in January constitutes a ‘materially false statement designed to inflate the stock price’. That is the definition of market manipulation. If a competent lawyer latches unto this he could be under serious fire.
Don’t take this one lightly. You could wake up one morning with a release saying Dan has been fined by the SEC or charged with market manipulation.
When Dan Wagner says online “I have been buying” was he buying or not?
Dan now says he can’t buy because he is an insider.
What is the truth. Do you have 100% confidence that you know the truth?
This is by far the biggest risks right now for investors in this stock.
A CEO simply cannot lie about buying stock in his own company. There is no gray area.
I think Dan LIED about buying shares. Then his compliance or legal team said what the fuck did you just say? He got the correction, but he can’t go back and correct the record.
Feb 15, 2026 3:22 AM
BTW, Dan likes to hide behind all sorts of rules, and I doubt he fully understands how those rules work.
The biggest one right now is being in a quiet period.
The quiet period lasts about 2-4 weeks before the company releases their report. Since Dan has confirmed that the report will be no sooner than late March, we are not in a quiet period for Rezolve. He just pulled that out of his ass to explain why there isn’t more transparency. But he doesn’t even know what it means.
Furthermore, a quiet period doesn’t mean the company can’t provide factual information. It simple limits their ability to provide information that could be viewed as promotional.
How do you know Dan is hiding behind a nonsensical rule that doesn’t apply.
Look back at the interviews that Dan gave last year August and September. Look at the press releases at that time, with all the talk about valuation. Was the company in a quiet period, or not?
Dan is a man who can’t be trusted.
JuliusCoolius
You go to work and put in the hours to earn some money to invest. You have more than 5000 choices in what to invest. You have top notch CEOs like Sundar Pichai, Jensen Huang and Elon Musk. Yet you choose to invest it with a company led by Dan Wagner. Dan Who?
Feb 15, 2026 2:56 AM
JuliusCoolius
I’m in my second day of DD on this deal.
Looked up some competitors to Reward Loyalty UK.
Turns out there is a listed competitor to Reward called Cardlytics (CDLX). They have much more revenue and is trading under $60M. Wouldn’t that have been a much better acquisition? CDLX has over 200M in revenue and 230M customers WW with most in the US, compared to the 10M for Reward. Remember, Dan says he is paying for bank relationships and customers. CDLX has this at multiples of Reward and was available cheaper.
There is also Meniga and a few other competitors in this Card Linked Offer (CLO) space.
A couple key questions Dan needs to answer:
1. Was the senior leadership of Reward (founder and CEO) required to sign employment agreements?
2. Was there any clawback or escrow? If not, why not?
3. What assurance does Rezolve have for this 90M in revenue and profit cited? What if it’s less?
4. Was there any staged payments, or was the entire amount paid upfront? If no, why not staged?
Feb 12, 2026 4:03 AM
======================
soretito987
Why Rezolve likely bypassed the “Cheaper” Cardlytics
1. The “Distressed Asset” Trap Cardlytics is currently trading at a P/S ratio of 0.2x, which is typically reserved for companies the market believes are headed for bankruptcy or permanent decline. Between losing major bank partners and seeing revenue shrink (down over 20% YoY in late 2025), buying CDLX would mean Rezolve taking on massive debt, legacy tech debt, and a “falling knife” reputation.
2. Reward’s “Bank Moat” in the UK Reward isn’t just a platform; it’s a gatekeeper. They recently renewed their 10-year deal with NatWest Group and have deep roots with Barclays. In the UK, those two represent a massive, stable chunk of high-spending consumers. For Rezolve, paying a 2.5x revenue multiple for a profitable leader is a standard “Growth Tech” price, whereas CDLX’s $50M valuation reflects a “Crisis” price.
Feb 12, 2026 10:32 AM
The Verdict: Strategic Premium vs. Public Pessimism
If you look at the $230M price tag, Rezolve paid a fair multiple for a profitable, growing business that secures the UK’s most valuable banking data. They essentially paid for a certainty of future revenue ($90M and rising).
In contrast, the market cap of CDLX suggests that investors aren’t sure Cardlytics will even exist in its current form in two years. Buying Reward was a bet on growth; buying Cardlytics would have been a turnaround project.
why did rezolve ai acquired reward instead of cardlytics
Here’s a clear **strategic explanation for why Rezolve Ai chose to acquire Reward rather than targeting a company like Cardlytics, as some investors or traders may have speculated:
📌 1. Reward was a direct strategic fit with Rezolve Ai’s core platform
Rezolve framed the Reward acquisition as deeply aligned with its existing AI commerce strategy — not just a lateral add-on. Reward’s technology already:
delivers transaction-linked customer engagement, loyalty, and personalized offers through partnerships with banks and retailers,
is embedded with dozens of major banks and hundreds of retailers and payment networks globally,
directly ties into everyday consumer spending and transaction behavior.
Rezolve’s AI platform (“Brain Commerce”) is built around combining discovery, engagement, transaction, and measurement in a unified stack — and Reward strengthens that closed-loop commerce model.
In short: Reward adds immediate, real revenue and enterprise distribution that sits directly within Rezolve’s AI-driven commerce stack, rather than being peripheral.
📌 2. The acquisition was structured to be profitable and non-dilutive
Rezolve paid $230 million entirely in cash from existing resources — meaning:
No new shares were issued to fund the deal (no dilution),
No external financing or debt was taken on,
The business being acquired is already profitable and revenue-generating (about ~$90 M EBITDA-accretive expected).
This is attractive for Rezolve shareholders because it immediately strengthens the combined company’s growth and financial base, rather than adding a long runway or speculative future potential.
Rezolve has highlighted this cash-funded, self-financing nature as a key advantage of Reward as a target.
📌 3. Reward’s market and partnerships are complementary and established
Reward already operates at scale with:
strategic relationships with banks like Barclays, NatWest and card networks like Visa and Mastercard,
active deployments across more than 15 countries,
tens of millions of cardholders connected.
That embedded distribution — access to real consumer spend data + customer engagement channels — accelerates Rezolve’s global reach without a long integration build-out.
📌 4. Cardlytics isn’t (currently) publicly tied to a deal or discussion with Rezolve Ai
There’s no announced link between Rezolve Ai and Cardlytics (e.g., negotiations, strategic discussions, exclusivity, or acquisition interest) in the company’s recent filings or press releases. Cardlytics remains a separate public company focused on purchase intelligence and ad incentives.
Cardlytics also has a quite different business model — primarily U.S.-focused ad tech and incentives with its own platform challenges — and has been reporting operational difficulties, restructuring and workforce cuts in recent months.
That means:
Rezolve didn’t (publicly) need to “choose” Reward over Cardlytics in a bidding sense.
They chose Reward because it better matched their strategic goals and could be executed immediately with existing capital, rather than pursuing a larger, possibly unrelated, or more complex acquisition.
✅ Bottom line
Rezolve Ai didn’t choose Reward instead of Cardlytics because they were competing for the same target — rather, Reward matched Rezolve’s strategic positions more closely and was available to acquire on terms that advanced the business quickly and profit-accretively.
Key reasons include:
✔ Reward fits into Rezolve’s AI-commerce ecosystem seamlessly.
✔ The acquisition was fully funded with cash (no dilution).
✔ Reward brings real enterprise revenue and global partnerships now.
✔ There’s no evidence Rezolve was pursuing Cardlytics as an acquisition target.
If you’d like, I can also break down how each company’s core technology and revenue models differ (Reward vs Cardlytics) to show why Reward might be more attractive to Rezolve’s specific business model.
yes, please
Here’s a clean strategic comparison of Reward vs. Cardlytics — and why Reward likely made more sense for Rezolve AI’s model.
1️⃣ Business Model Comparison
🔹 Reward (UK-based transaction-linked loyalty platform)
Core model:
Partners directly with banks
Uses card transaction data
Delivers cashback / loyalty offers
Monetizes through merchant-funded promotions
Key characteristics:
Embedded inside banking apps
Closed-loop measurement (purchase data proves ROI)
Recurring enterprise relationships
High-margin, data-driven performance model
International footprint
This means Reward sits directly at the intersection of banking + payments + consumer spend data, which aligns tightly with Rezolve’s AI-commerce ambitions.
🔹 Cardlytics
Core model:
Also partners with banks
Primarily focused on advertising monetization
Operates more like a banking-based ad network
Key characteristics:
Heavy exposure to U.S. market
Revenue tied to marketing budgets
Historically volatile earnings
More “ad tech” than “commerce infrastructure”
While Cardlytics also uses transaction data, its business leans more toward digital advertising cycles rather than AI-driven commerce enablement.
2️⃣ Strategic Fit with Rezolve AI
Rezolve positions itself as:
AI infrastructure powering discovery → engagement → transaction → optimization
Reward strengthens:
✔ Transaction intelligence
✔ Banking distribution
✔ Performance-based merchant marketing
✔ Immediate EBITDA contribution
Cardlytics would have added:
⚠ Ad-tech cyclicality
⚠ Turnaround risk
⚠ U.S.-centric exposure
⚠ Larger integration complexity
Reward is more of a commerce engine component, while Cardlytics is more of an advertising network.
3️⃣ Financial & Risk Profile
Reward:
Profitable / EBITDA accretive
Acquired entirely with cash
Strong banking integrations
Lower restructuring risk
Cardlytics:
Public company (would require premium takeover)
Has gone through revenue volatility
Has faced restructuring and margin pressure
Larger capital commitment required
From a capital allocation standpoint, Reward was:
Cheaper
Cleaner
Immediately accretive
Lower integration risk
4️⃣ Ecosystem Control vs Ad Network Exposure
Reward gives Rezolve:
Access to real consumer transaction data
Closed-loop ROI proof
Control over loyalty mechanics
Deeper AI training datasets
Cardlytics would give:
Exposure to ad demand cycles
Dependence on marketing budgets
Less structural control
For an AI commerce company, owning behavioral spend infrastructure is strategically more valuable than owning an ad intermediary.
🎯 Big Picture
Reward = infrastructure layer
Cardlytics = monetization/ad layer
Rezolve is building a commerce operating system, not just an ad marketplace.
So the Reward acquisition:
Expands control over the data + loyalty + transaction loop
Strengthens enterprise banking relationships
Adds predictable revenue
Whereas acquiring Cardlytics would have been more of a higher-risk transformation bet.
Azteca_
The Alyeska Warning
The fact that Alyeska dropped from 24.4 million shares down to 14.8 million while the stock was being “pumped” with news is the clearest evidence of an exit liquidity strategy. They were the biggest institutional “believer” (holding ~11% at one point); now they have slashed their position to 4.4%.
Why the 5% mark matters: Now that Alyeska owns less than 5%, they are no longer considered “Beneficial Owners” under SEC rules. This means they can sell the rest of their 14 million shares without filing an immediate 13D or 13G update. They can effectively disappear from the cap table in total silence. So much for that. Nice job from the paid pumpers crew: Ivee, VT, Tater, Arihelle 🤡’s
—————————-
JuliusCoolius
Holy moley, I just noticed that Alyeska sold over 10M shares of Rezolve in Q4.
I figure that would be a big talking point, but I searched back to Friday and only 3 mentions of Alyeska selling. Everyone dismissed it. One renowned poster even claimed they were part of the SPAC process, and it is normal – they were not.
So, you are all celebrating Rakuten buying 63,000 shares but largely ignoring the previously largest institution selling down 39% of their shares (10,000,000). Are you all for real?
BTW, in that same time there were 58 mentions of “Julius” not including posts I made.
Talk about living rent free in your heads!
Did anyone send the letter to the IR team to ask for clarification on Dan’s buying of shares back in January?
I wonder if he was somehow talking about buying shares in Reward Loyalty rather than Rezolve?
ChuckNorris_
did you guys see the 13-f filings for 2/13? A bunch of instos added. Like Morgan Stanley, Wells Fargo, Citi group, etc. but Alyeska who is a big holder of RZLV decreased about 39% of their holdings. Thoughts?
Bullish
Feb 15, 2026 7:16 PM
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iVeee
initial investors especially when company is private and goes to IPO always sell out of a need not a want. Its not too dissimilar to some here wanting to skim some once the stock is at $15, $20 or $30. Once a deSPAC expires, is the time to cash in. That was Q4 2025. Hence buying during their sell is the perfect time to buy into the company. Instos tend to wait until the end of that selling pressure before buying in as it oftens overshoots and gets oversold. That’s the main reason why RZLV is targeted by shorts, though they twist the narrative and make up their own stories of reasons why stock price goes down to serve their interest, which is shorting the stock. The current price point is where instos are buying in, $2.20-$2.70. Once the buying pressure subsides, and it has, we’ll see a lot more instos buying in. It’s often after 6 months period post SPAC lockup, so from Aug 17. I prefer to buy more during the sell pressure not after. As I said, $20-30 easily. Patience.
Oh and to add a great sage advice I picked up along the years, Charlie Munger – “post SPAC lock up period observe for 6 months and then buy in”. He’s a straight shooter and didn’t mince his words. Though his wise words don’t serve my interest and way of investing as I prefer DCA over time. The key takeaway was it’s time in the market not timing the market. My DCA still sits at a good average of $2.80. Even if I waited and bought in at $2.20 bottom, there’s no guarantee I’d get the same exact amount of shares. That’s for professionals who do this day in day out. Plus at $30 once the stock is trading higher, who cares if you bought at $2.20 or $8. You make money nonetheless. Good night
Bullish
Feb 15, 2026 11:23 PM
iVeee
Business growth visible now and don’t need monitoring. Stock will get attention, ~$30 is current IV at $10B+ and don’t let anyone fool you to believing it’s any less. The market should at least adjust value to $5B market cap.
You want less from me? Congrats Azteca, gets the floor to troll and turn newsfeed into circus. Julius can dominate with his telenovela & braggadocio lies. Clearly isn’t going anywhere, despite the big announcement of leaving forever ever, and even dared for us to sue him yet won’t give his name & DOB.
No need for me to share DD, clearly ahead of its time even Julius thought he posted 1st, what was posted 2 months ago (lol). 13F filings, patents, ARR/revenue and customer reach, all growing healthy.
Sorry I can’t predict short attacks.
I stuck around to keep facts & patience alive. Hope my posts served fellow shareholders well.
I’ve accumulated close to 5M shares across multiple accounts. That’s enough.
Sectare Fidem. Good luck! 🐎🧧
Bullish
Feb 08, 2026 12:23 AM
MachineGhost
i love the stock market. You meet so many good people willing to spend their time to help you avoid getting scammed out of your money. Its crazy to think some people are so smart they retire at 30 and spend the rest of their days telling online strangers how to invest their life savings out of sheer altruism.
Feb 16, 2026 6:24 PM
Yacine3196
Just one question: if business is going so badly, why are they hiring so much?
Bullish
Feb 16, 2026 6:20 PM
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Caspar_ghost
@Yacine3196 valid question. They have been in business as a fake AI company for 9 1/2 years and now just bought half a dozen non AI companies. Are you asking why are they hiring for the dozen non AI companies ? Turnover, most likely. I expect lots of turnover and really who would want to work for Dan ?
——————
JuliusCoolius
@Yacine3196 Another possible question – if business is going so well, why do they NEED to hire so many business development and sales people?
Truth is, hiring doesn’t tell you a lot other than they have the money to hire.
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Ultrasuede
@Yacine3196 and how are they able to land the caliber of talent they have with very impressive resumes? Industry professionals don’t gamble with their careers on fly by night companies built on a “house of cards”. The hiring has been somewhat slow and deliberative, bringing in the best of the best. If successful, this strategy will be taught in business schools, in the future.
————–
Sultanthesultan
i went to visit them last year and the Dorman was telling me he hade to print so many badges every day so it’s true they are hiring. Also I have a lot of friends that have been trying to contact them directly because they want there service it’s not easy it’s better now , demand is huge that’s why they need more people it’s world wide. 
iVeee
“paid poster/pumper” narratives are obviously false. But let’s argue it to be true for a moment – those who are accused hold significant shareholdings & consistently showed buying RZLV shares. Wouldn’t that be a good thing? Investors aka “paid posters” are using their money to continually buy the stock & loading up to a falling stock price. That’s not called “pumping”. That’s called confidence. #love
Is this the best these clowns got? Caspar/Azteca, Julius/Thoth, BoLoc/Bear4life etc – these bears are shorting, have multiple accounts liking their own posts therefore con artists showing consistent perfidy towards RZLV calling the company a scam every day for MONTHS and calling Dan all sorts of names. #hate
They’ve got no lie left that can have the cover of plausible deniability resorting to name calling coz all their claims debunked, easily and publicly certifiably false. They post just to bury DD posts by LT-shareholders + genuine retail investors active here. #relaaaaaax!
Bullish
Feb 16, 2026 2:44 PM
Rezolve AI haș faced quite the thrashing over the past few months. The AI agent platform’s shares are down by more than 70% from all-time highs that came near the end of 2025. That also includes a 20% year-to-date drop, but the company’s financials and long-term tailwinds make it a promising buy-the-dip candidate.
The stock has a market cap below $1 billion, so there is a good opportunity for its valuation to surge if it continues to deliver excellent results. These are some of the catalysts that suggest a rally for Rezolve AI stock is in the near future.
The $250 Million Direct Offering Is Actually Good News At This Point
Rezolve AI had a strong start to 2026, with its stock up by more than 60% year-to-date in the first few weeks of January. The company is a leader in agentic AI for workflows and commerce, the industry that Amazon CEO Andy Jassy referred to as the future of e-commerce.
It’s normal for smaller companies to raise money and sometimes dilute investors in the process. Rezolve AI was trading at around $4.61 per share when the company announced a $250 million direct offering at $4.00 per share. Naturally, the stock plummeted on this news, but the extended drop to under $2.50 per share makes no sense. This offering was oversubscribed by institutional investors and ended up closing the next day. That’s where the confusion about the recent drop resides.
Institutional investors felt confident buying the stock at $4 per share, and the AI stock seemed poised to reclaim its all-time high at the start of the year. Rezolve AI hasn’t released any negative news since then that would have warranted a drop from the price institutional investors paid to below $2.50 per share. That alone makes the stock interesting, but its underlying fundamentals show how much promise is in this small AI pick.
The company guided for $500 million in ARR this year
Rezolve AI expects to report at least $40 million in 2025 revenue, and that includes roughly $17 million in December revenue. The company leaned into that growth by anticipating $350 million in 2026 revenue, including $500 million in annual recurring revenue by the end of the year. The company expects to earn at least $40 million in December and hold firmly to that recurring revenue stream. This guidance is based on the company’s ability to attract global brands that want access to Rezolve AI’s agentic AI platform.
The $500 million in annual recurring revenue is barely below the company’s $800 million market cap. If Rezolve AI achieves that projection, it’s extremely undervalued at current levels. Rezolve AI also achieved its first profitable month in December. As margins expand, its balance sheet should improve over time and make it less reliant on shareholder dilution in the future.
Some of tech’s biggest leaders are working in Rezolve AI
A company’s management team can give you an idea of where it’s heading, and Rezolve AI has several executives who used to work at big tech. Rezolve AI’s chief revenue officer previously worked at Apple, Alphabet , and Microsoft . Steve Jobs handpicked this executive to lead Apple’s multi-billion dollar EMEA expansion. The Chief Digital Officer and two Senior Vice Presidents were also highlighted as individuals with deep experience helping big tech companies scale their products and services.
These same individuals are now on the same team, actively working to expand Rezolve AI’s reach. Initial growth has been stellar, and the projected jump from $40 million to $350 million in revenue within a single year makes this small stock worth a look.
Marc Guberti
Feb 15, 4:39PM EST
BioAB
You must understand this AI agentic commerce IS the next wave of human inginueity. As opposed to making simple searches to scour through the web, having an agent go and do the heavy leg work across multitude of sites and doing this on your behalf.
Example: you’re trying to move cross country. You’ll need to do a bunch of activities, sell your furniture, find a new apartment, find a new dog walker, etc that’s like 100s of things to do. As merchants, products, services enable themselves they need to be in a marketplace where your agent talks with all agents, having complex requests that currently is either too slow (scouring through the web) across multiple sites to get your intent. This is why this space -Agentic AI: commerce, Crm, etc. is the next wave.
Currently RZLV has that early mover – with trying to position itself as THE infra company to facilitate all this. This is why this a 3-4 Trillion market.
Feb 21, 2026 5:35 AM
BioAB
They’re not only buying the companies face value, etc.
They are buying the data, customer data specifically, banking relationships, the enterprise grade transaction layer.
You can look at this from multiple angles:
> Ai agentic layer – this will be captured by anthropic , openAI, Google
> transaction layer – this is far more and by far the strongest place to be in which we are trying to position ourselves, why? Agents can be easily programmed, but deploying them and being the orchestrator is a much larger space, it’s like the Operating System to enable this new wave.
We are trying to capture data, business relationships, retailers, ai agents, end to end vertical.
For this execution is the only thing that matters, it’s the biggest “?”, if that becomes more clear this would be that 10-100b company. This has the best chance with the people they’re hiring.
Feb 21, 2026 7:50 PM
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Unforgettable
I like too many of our Rezolvian bulls here, but the latest addition to our group—BioAB—is truly a blessing to us. There’s so much wisdom radiating from him/her. He/she instilled so much more confidence in my investment in this stock. When I first invested in Rezolve, I knew this company will be at the forefront of a revolution, and despite knowing about Wagner’s past mistakes (yes, I can read), I saw him as a visionary. He had long envisioned agentic AI, at the time when the mere mention of it would get one locked up in a psychiatric institution.
With all these acquisitions, global outreach, 1,000 employees led by industry-leading talents…the shorts are about to have their a&&es handed to them soon.
Buying another 10,000 shares on Monday. I’m obsessed without regrets.
Bullish
Feb 22, 2026 10:53 AM
Ultrasuede
laughable that Azteca would even use the words “good intent”, when he’s been consistently peddling nonsense lies to fear monger investors into selling their shares. I’ll be here with the rest of the Rezolvian permabulls who share deep due diligence on the progress of the company and defend against these agents of misinformation who remain entrenched until it’s no longer possible for them. Blocked long ago, but still on my radar. 😉
Bullish
Feb 23, 2026 7:14 PM
bluebird23
API stands for Application Programming Interface. If a software program needs information or a specific task done that it can’t do itself, it “calls” another program to do the heavy lifting.
How It Works (The Restaurant Analogy)
The User (You): You sit at a table and want food.
The Kitchen (The Server/System): They have the ingredients to make the food, but you can’t just walk in there.
The API (The Waiter): You give your order to the waiter. The waiter takes that request to the kitchen, and then brings the “response” (your food) back to you.
Every time the waiter travels between you and the kitchen, that is one API call.
Breaking Down the “51 Billion”
When a company like Rezolve says they processed 51 billion API calls, they are bragging about scale. It means their system was pinged 51 billion times to perform a task—like searching for a product, processing a payment, or verifying a user’s location.
Why that number matters:
High Traffic: It shows the system is incredibly busy and can handle massive amounts of data without crashing.
Integration: It suggests many other apps or websites are “talking” to Rezolve’s tech to get work done.
Data Points: Each call is an interaction. 51 billion calls mean 51 billion moments where a user engaged with their service in some way.
Mar 03, 2026 2:27 AM
MarketMaverick
@DiaTSLAPLTR
·
18h
As a $RZLV shareholder who has read every 6-K, investor deck, and earnings release in detail, I respectfully ask you
@realDanWagner
to address these questions publicly. These are standard governance and execution topics every serious investor should understand. These are not attacks at all and I like $RZLV business plan.
𝟏. 𝐆𝐀𝐀𝐏 𝐯𝐬 𝐀𝐑𝐑 𝐃𝐢𝐬𝐜𝐨𝐧𝐧𝐞𝐜𝐭 Where are the audited 2025 financials confirming the $40M GAAP revenue you guided to in January?
—–I stand by the guidance provided in January. We stated that we exited 2025 with over $200M ARR effectively “in the bag” for 2026 based on contracted revenue. Audited financials will be filed in accordance with SEC deadlines, and GAAP revenue will reflect proper revenue recognition standards. ARR and GAAP are different metrics by design, but I remain confident in the guidance given.
𝟐. 𝐀𝐜𝐪𝐮𝐢𝐬𝐢𝐭𝐢𝐨𝐧 𝐃𝐫𝐢𝐯𝐞𝐧 𝐆𝐫𝐨𝐰𝐭𝐡 GroupBy ($55M), Reward ($230M), and other acquisitions appear to drive most of the stated revenue and client base. What percentage of claimed ARR is organic vs. acquired? Are acquired companies growing or declining post acquisition?
————-We disclosed that we exited 2025 with >$200M ARR. GroupBy and Crownpeak together represented less than $100M of that total. Without going into commercially sensitive detail, it is self-evident that organic growth has been material. Acquisitions were strategic platform components — search, personalization, content, loyalty — integrated into Brain Suite to accelerate cross-sell and enterprise expansion. The strategy is integration-led scale, not roll-up optics.
𝟑. 𝐒𝐞𝐥𝐟-𝐃𝐞𝐚𝐥𝐢𝐧𝐠 𝐀𝐥𝐥𝐞𝐠𝐚𝐭𝐢𝐨𝐧𝐬 Fuzzy Panda alleged ~$93.9M was paid to a Seychelles-based LLC linked to the CEO for acquiring a non AI company. Has this been independently audited? Will the board provide a detailed breakdown of related party transactions?
———The allegations circulating online are baseless. All related-party transactions are fully disclosed in SEC filings and approved under proper governance procedures. There is no hidden structure, no undisclosed consideration, and no impropriety. The narrative being pushed is simply wrong.
𝟒. 𝐆𝐨𝐯𝐞𝐫𝐧𝐚𝐧𝐜𝐞 𝐒𝐭𝐫𝐮𝐜𝐭𝐮𝐫𝐞 Combined Chairman/CEO role with 75% golden share voting control. 61 employees for a company claiming $209M ARR and 650+ enterprise clients. Will the board consider appointing an independent Chairman and expanding independent oversight?
———Rezolve today has 1,377 employees, up from 63 in January last year, supporting over 900 enterprise customers globally. That is more than sufficient operational scale to manage our client base. We are founder-led but operate with a public-company Board and governance framework that continues to evolve as we scale.
𝟓. 𝐏𝐨𝐰𝐚 𝐓𝐞𝐜𝐡𝐧𝐨𝐥𝐨𝐠𝐢𝐞𝐬 𝐏𝐚𝐫𝐚𝐥𝐥𝐞𝐥𝐬 Your previous venture Powa reached $2.7B valuation, consumed $200M+ in investor capital, and collapsed amid allegations of fabricated partnerships and inflated metrics. Several current Rezolve executives come from Powa. What specifically is different this time?
——–Rezolve is a NASDAQ-listed, SEC-reporting, audited company operating under full public-market transparency. Different era, different structure, different oversight, different capital discipline. The comparison is superficial.
𝟔. 𝐅𝐨𝐫𝐦𝐞𝐫 𝐄𝐦𝐩𝐥𝐨𝐲𝐞𝐞 𝐂𝐥𝐚𝐢𝐦𝐬 Both Grizzly Research and Fuzzy Panda cited former employees alleging: late/missed payments to staff, acquisitions made because internal products don’t work, and clients that were non-binding LOIs rather than paying customers. Can you provide verifiable proof of active paying enterprise deployments?
———Fuzzy Panda and Grizzly Research are short sellers. Their business model is to create uncertainty and profit if retail investors panic. That is not analysis, it is financial positioning. We categorically reject claims that products don’t work, that customers are fabricated or that revenue is fictional. Our enterprise deployments are real, contracted and verifiable. Attempts to deliberately destabilize public companies for trading gain undermine market integrity. Those guys are A-holes!
𝟕. 𝐃𝐢𝐥𝐮𝐭𝐢𝐨𝐧 𝐑𝐢𝐬𝐤 187.5M+ shares registered for resale via F-3. The July 2025 PIPE at $2.50/share is now underwater. What protections exist for current shareholders against further dilution?
———–An F-3 registration registers shares, it does not issue them. We are disciplined in capital allocation and mindful of shareholder dilution.
𝟖. 𝐋𝐞𝐠𝐚𝐥 𝐎𝐯𝐞𝐫𝐡𝐚𝐧𝐠 Rosen Law Firm is investigating potential securities claims on behalf of shareholders. Two separate short-seller firms published detailed reports. What is the company’s plan to definitively address these allegations beyond press releases?
————-There are no litigations whatsoever pending or active against the company that we are aware of. “Investigations” announced via press release by law firms following short reports are not lawsuits and routinely put out in the hope of getting traction. Ours will not because ‘there is nothing to see here, people”!.
𝟗. 𝐎𝐩𝐞𝐫𝐚𝐭𝐢𝐧𝐠 𝐌𝐞𝐭𝐫𝐢𝐜𝐬 Operating margin stands at -513% with -$217M in TTM losses. The Q2 2026 Adj. EBITDA break-even target is approaching. Will you commit to hosting a live, interactive investor Q&A , not a scripted call, to address these concerns directly?
Dan, shareholders are not adversaries — we’re partners in building long term value. Clear, timely answers on these points would go a long way toward closing the valuation gap. Thank you for your time and continued leadership.
——————-We remain focused on executing toward our profitability targets and will continue enhancing transparency around operating metrics. Constructive engagement is welcome.
Shareholders are partners. I remain confident in our strategy, our execution trajectory and the guidance provided.
Dan Wagner
Oppen AI hasn’t “recalibrated” commerce. It has retreated from it.
Because in commerce, hallucination is not a quirk. They are a liability.
Fake inventory. Broken trust. Failed checkout.
Rezolve AI has solved that problem. That’s why we win.
———–
Open AI Recalibrates E-commerce Ambitions with ChatGPT
JuliusCoolius
in every culture, country, language and region of the WORLD, a “dinner party” is a formal event.
If I walk in 100% of real brick and mortar stores and say “I am looking for a men’s black and gray checkered jacket for a dinner party” I would be offered a series of jackets suitable for such an event.
But Vogie, the Rezolve AI Vogacloset AI which is supposed to be the best sales agent in the world had other ideas.
Ranked suggestions
1. Black gray oversized loose cut button collar checkered LUMBERJECK winter shirt jacket
2. Black compass padded soft shell jacket black/gray
3. Soft padded jacket frosted black/gray
4. Padded Full Zip Crossover jacket space gray/black
5. Workguard zip sleeve heavy duty water repellent windproof jacket.
If a real human agent gave me those, I would laugh and walk away. But Rezolve investors laugh at me instead.
My take: the Vogie AI hallucinated and say ‘dinner party’ and interpreted it as ‘winter party’.
Or it’s just dumb.
————-
V_T
This guy Julius is too simple and a bit slow it seems. He expects AI to read his mind. Why didn’t he specify if the dinner was formal or casual? Probably AI figured him out and recommended fast food attire for him🤣🤣🤣
Bullish
————
garfield688
well, if its the best AI sales agent it should have asked the type of dinner, its not that complicated, no need for mind reading. Thats what agentic AI is about.
And where is that checkout feature, to show OpenAI how its done!
———–
V_T
Follow
$RZLV Nonsense. Agentic AI can learn over time customer’s specific preferences. Not on the first interaction. You can’t start shopping experience with the question “guess what I am thinking”
and if Julius wasn’t happy with the initial response he could have easily followed up with more pointed question. He could have said these jackets are not what I had in mind how about checkered suit jacket. And also the vendor may be limited by what they actually have in stock.
———–
garfield688
@V_T why not? That shows lack of understanding of agentic AI. One agent retrieves results, another agent reviews the results, if the results don’t meet customer request, asks more questions to narrow down the results, if no matching results are found just say sorry we dont have what youre asking for, and optionally show other products. Thats the experience you get on a store. If the agent says here is what you asked for and its not what you asked for, thats probably hallucination.
if you were the CTO of VogaCloset, would you be happy with this response?
—————-
V_T
All of this sounds great but when you have a “customer” intentionally trying to deceive the ai agent there is no solution.
In this case “customer” was simply disatisfied by the first response and called it a day. We are entering into the bullshit teritory where “customer” can stay disatisfied no matter what the response is.
When dealing with tastes everything is 100% individual.
One person can perceive the conversational commerce experience as great while the other one can see it as a letdown.
Still the conversational commerece and agentic ai is the future whether one likes it or doesn’t like it.
Each vendor can improve and craft the experience based on the real life results. Rezolve can handle all of this.
Thrilled to welcome Travis Eiland to Rezolve AI as VP of Ecosystem Partnerships, Americas.
Travis brings a rare mix of ecosystem strategy, enterprise GTM execution, and real commercial outcomes. Over the last 15+ years, he has helped leading SaaS and commerce platforms build partner motions that turn alliances into durable revenue engines – across SIs, services partners, ISVs, hyperscalers, and payments. His track record includes helping drive more than $100M+ in partner-sourced and partner-influenced revenue acrosss companies including Adobe, Shopify, and VTEX.
At Rezolve, we’re focused on helping enterprises prepare for a world where commerce is becoming more conversational, more intent-driven, and increasingly AI-mediated – with an enterprise-grade, commerce-native AI execution layer built for that shift. Travis will play an important role in expanding the partner ecosystem that helps bring that vision to market.
Welcome to the team, Travis – excited to build together.
Howe Gu
NEW YORK, March 19, 2026 (GLOBE NEWSWIRE) —
Rezolve Ai (NASDAQ: RZLV), a global leader in Agentic Commerce and AI-powered retail infrastructure, today announced it will showcase its end-to-end agentic commerce platform at Shoptalk 2026, taking place March 23–26 at Mandalay Bay in Las Vegas. At Booth 3249, Rezolve Ai will demonstrate how shoppers can move from discovery to checkout within a single conversational commerce experience, while also hosting live in-booth theater sessions with leading voices from retail, fashion and technology.
The Rise of Agentic Commerce
Commerce is no longer a linear journey that begins and ends on a brand’s website. It is becoming an intent-driven, AI-mediated experience in which agents search, compare, recommend, and transact on behalf of consumers in real time. Bain & Company projects that agentic commerce in the U.S. alone could reach $300 billion to $500 billion by 2030.
Rezolve Ai is built for that shift. Its enterprise-grade, commerce-native AI platform helps brands and retailers deliver more intelligent discovery, engagement and transaction experiences at scale.
Its proprietary brainpowa™ model suite powers conversational, contextual, and commerce-tuned AI across the commerce journey. Combined with Brain Commerce and Brain Checkout, Rezolve Ai provides a unified intelligence layer that helps brands move shoppers from inspiration to purchase with greater relevance, speed and control.
Unlike generic chatbots or disconnected AI overlays, Rezolve Ai is built to operate inside real commerce environments with governance, brand safety and integration into live systems.
Agentic AI: Retail’s Next Growth Engine
Rezolve Ai’s platform has already delivered measurable results across enterprise deployments, including:
Eyebuydirect — 29x ROI driven by AI-powered visual product recommendations
DFS — 10% lift in conversion rate
Myntra — 35% increase in visual search adoption
Rebag — 50% growth in search-driven revenue and a 24% increase in purchases
At Shoptalk, the company will demonstrate its agentic commerce platform, including Brain Commerce—AI-powered discovery, conversational search and hyper-personalized recommendations that guide shoppers from inspiration to purchase across fashion, grocery, B2B, and hospitality.
“Shoptalk is where the retail industry comes to see what’s next,” said Daniel M. Wagner, Chairman and CEO of Rezolve Ai. “What we’re showing at Booth 3249 is not a concept, it’s a production-ready agentic commerce engine. AI has learned to converse; now it must learn to convert. That’s exactly what we’ve built.”
Live Theater Sessions Highlight Future of Human-to-Agent Shopping
Rezolve Ai’s in-booth theater will feature sessions on agentic commerce, AI-powered product discovery, luxury fashion, marketing to machines, and the future of human-to-agent shopping alongside an update on the company’s product roadmap.
Notable presentations include:
Rezolve Ai + Microsoft: Leadership Session | Wed., March 25, 9:30 a.m. Rezolve Ai and Microsoft discuss their expanding collaboration and the future of AI-powered commerce. Speakers: Vic Miles, GM Retail & Consumer Goods Americas, Microsoft; Daniel M. Wagner, Chairman & CEO, Rezolve Ai
Estee Lauder (ELC): Redefining Site Search and Discovery | Wed., March 25, 11:30 a.m. | Learn how ELC balances build vs. buy decisions to accelerate impact, using a scalable, platform-based search architecture that enables rapid deployment across brands. Speakers: Cornell Pineda, Director of Product, Onsite Search and Personization, ELC; Crispin Lowery, Chief Revenue Officer, Rezolve Ai
Inspiring the Future of Fashion by Sonae Group | Thu., March 26, 11:30 a.m. A fireside chat on how agentic commerce is shaping what’s next in retail, plus a live showcase of Rezolve Ai and Fashable’s conversational commerce and virtual try-on capabilities. Speakers: Orlando Ribas, CEO of Fashable, Marlos Silva, Head of Innovation, Sonae Group; Howe Gu, SVP Partnerships and Ecosystem, Rezolve Ai
New York – March 19, 2026 – Rezolve Ai (NASDAQ: RZLV), the company pioneering Agentic Commerce for retail, today announced that its Founder and Chief Executive Officer, Daniel M. Wagner, will participate in a fireside chat alongside Vic Miles, Americas General Manager, Retail and Consumer Goods Industry solutions at Microsoft, on Tuesday, March 24, 2026 at 1:00 p.m. Pacific Time / 4:00 p.m. Eastern Time.
The discussion will focus on the emergence of Agentic Commerce and the growing strategic partnership between Rezolve Ai and Microsoft as retailers seek AI-powered solutions that drive smarter consumer engagement, stronger conversion and more efficient digital commerce.
Among speakers in NRF 2026 is Vic Miles, General Manager of Microsoft’s Retail & Consumer Goods Industry advisory group, where he partners with brands across North and South America to shape their AI strategy driving innovation in the retail value chain. With over three decades of experience in retail technology, Vic is a trusted advisor to executives navigating the evolving landscape of store operations, merchandising, and customer engagement.
Before joining Microsoft in 2008, Vic spent over ten years at Walmart Stores Inc., where he led software engineering initiatives focused on in-store systems and operational efficiency.
His deep understanding of retail environments—shaped by hands-on development and strategic leadership—has made him a key voice in shaping the future of connected commerce.
TheGiantKiller
Rasmus Hyltegard, Sr Director Global Data & AI of Avanade, is speaking at the Executive Forum, hosted by Rezolve Ai and RETHINK Retail at booth #3249
Avanade is one of the world’s largest systems integrators. They’re the leading provider of digital, cloud, advisory services, and industry solutions focused on the Microsoft ecosystem. And, they’re partnered with $RZLV.
Bullish
Mar 21, 2026 2:53 AM
Azteca_
I smell an SEC investigation into Dan.
The “Foreign Private Issuer” (FPI) Shield is GONE
For years, CEOs of foreign companies listed in the US (like RZLV) were exempt from filing Form 4s (insider trade reports). They only had to disclose their trades once a year in an annual report.
Thankfully the law just changed. Under the Holding Foreign Insiders Accountable Act, the SEC removed this exemption for Foreign Private Issuers. As of March 18, 2026, all directors and officers of companies like Rezolve must file Form 3, 4, and 5 just like US companies. This is why Dan Wagner suddenly filed a Form 3 on March 18, 2026. He was legally forced to finally disclose his initial stake because the “British exemption” expired.
The January Tweet vs. The New Law
Since the new law went into effect on March 18, anything he did in January was technically under the “old” rules where he didn’t have to file a Form 4.
But he isn’t “OK” for two reasons:
Anti-Fraud (Rule 10b-5): Even if he didn’t have to file a Form 4 in January, it is still a federal crime to lie to investors to influence the stock price. If he said “I have been buying” and he wasn’t, that is securities fraud regardless of whether he is British, American, or Martian.
Comparing the “Buying” Claims to the Form 3
If you look at the Form 3 he just filed on March 18:
It lists his “Beneficial Ownership” (the shares he already had from the merger).
If he truly “had been buying” in January as he claimed on X, those shares should show up as a recent increase in his holdings.
If his total share count on the March 18 Form 3 is the same as it was before his January tweet, he has effectively handed the SEC a written confession that his tweet was a lie.
———————-
Hype vs Reality
Hype – Revenue guiding to $250 million in 2026, Reality – Last audited revenue was <$200 K.
Hype – Cash "Strongest balance sheet ever", Reality – Just spent $230M of $250M on one deal.
Hype – Partnership "Global Microsoft Collaboration", Reality – Microsoft is a "partner," not a "customer" or "investor."
Hype – Insiders "Filing Form 3s (Ownership)", Reality – No major Form 4 (Buying) has happened at these lows.
I am on the lookout for more dilution since Rezolve has an active shelf registration for up to 37 million shares. the company can drop new shares into the market the moment there is enough "exit liquidity" (buying volume) to absorb them. What a better time than using shoptalk and the fireside chat to dilute into these events.
Mar 21, 2026 2:25 PM
Street_Credibility
Care to explain what happened yesterday ❓❓❓ I’m shocked 🙀🙀🙀
#1 1.6M shares became available to short meaning a large short covered a little before open
#2 Price went down to 2.47$
#3 All of a sudden at 13:48 price spikes from 2.47$ to 2.58$
It seems its not coming from options, weird
Did price spike because of the news the company published in their LinkedIn or the Microsoft+Rezolve.ai news. What happened ❓❓❓
Bullish
Mar 21, 2026 12:14 PM
————
V_T
12:39 PM
@Street_Credibility shorts just got a glimpse of how screwed they are. As soon as they try to cover the price will shoot up too fast because there are not enough shares available for sale. They can start having few of my shares at $30.
Bullish
————-
pennyflipper49
49m
@Street_Credibility just because shares become available to short does not mean they bought back by a short. It can means someone bought shares from someone who was not willing to lend them out and new owner is. Also big blocks get lent out so they can be shorted by a borrower but we’re never sold short and then just got returned. And maybe more ways that I can’t even think of.
The Estée Lauder Cos. is expanding AI-driven search and discovery across its platforms.
The beauty company has tapped Rezolve Ai to power AI-driven search and discovery across 70 markets in EMEA, the two companies will announce at Shoptalk in Las Vegas Tuesday.
For Lauder, which owns Clinique, Bobbi Brown, MAC and Tom Ford, the rollout is expected to deliver automated merchandising across its brands’ digital ecosystem, replacing manual processes with AI-driven product ranking and discovery and resulting in real-time personalization.
Omer Iqbal, senior vice president of omnichannel and consumer technology at The Estée Lauder Cos, said: “Rezolve’s solution has helped ELC enhance merchandising efficiency and automate advanced ranking capabilities, enabling us to scale search and discovery experiences across 70 EMEA markets, ultimately improving operational efficiency for our brand e-commerce teams.”
Crispin Lowery, chief revenue officer at Rezolve Ai, added: “Estée Lauder is a global benchmark for digital excellence. By deploying a scalable, platform-based approach to search and discovery, ELC is moving faster across markets and brands while improving relevance and materially reducing operational complexity.”
Rezolve’s so-called “Brain Suite” is deployed directly inside merchants’ live commerce environments, powering discovery, conversational search, personalization, checkout and fulfillment.
lucullus2
i cannot believe the amount of store people are putting in MSFT being on stage with RZLV…. i am long…but that is meaningless. MSFT has these business partner manager who talk to small business constantly. Anything that might ship more MSFT product. If MSFT invested $1B it would be different….but that not whats happening
Mar 25, 2026 4:42 PM
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Riparipuli
Basic rule. If you believe in your product and what you do, you don’t need to ride the other company’s name in a publication that is supposed to generate interest. I’ve seen this same situation many times and it has never ended well.
Mar 25, 2026 4:55 PM
TheGiantKiller
Jeffrey
@TheGiantKiller
In yesterday’s Roth Capital Partners discussion with $MSFT’s Vic Miles, Dan confirmed his earlier financial guidance:
Exited 2026 with $200 million ARR
Guided to 2026 revenue of $350 million
Guided to 2026 $500 million exit ARR
My bet is they raise forward guidance on Monday.
Bullish
Mar 25, 2026 2:24 PM
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