Pedro Arnt

Pedro Arnt asked for MercadoLibre's perspective on OpenAI's recent move into e-commerce, including its browser and partnerships with players like Shopify and Walmart, and whether similar opportunities or threats could emerge in South America.

Answer

MercadoLibre Incoming CEO Ariel Szarfsztejn expressed excitement about Agentic AI's potential to enhance discovery, surveys, and productivity within their ecosystem, citing recent launches like a seller assistant and a fintech AI assistant. He emphasized focusing on building the best Agentic experience within MercadoLibre's platform to maintain optionality. While acknowledging it's early to comment on OpenAI's specific partnerships, he stressed the need to understand the long-term role of Agentic AI in consumer relationships and to implement the necessary technology for an agentic experience in MercadoLibre and Mercado Pago in the near term.

Pedro Arnt asked for Mercado Libre's perspective on OpenAI's recent move into e-commerce, including its browser and partnerships with Shopify and Walmart, and whether similar opportunities or threats could emerge in South America.

Answer

Incoming CEO Ariel Szarfsztejn expressed excitement about Agentic AI's potential to enhance discovery, surveys, and productivity within Mercado Libre's ecosystem, citing examples like the seller assistant and Mercado Pago's AI assistant. He emphasized focusing on building the best Agentic experience within their platform. He stated it's too early to comment on OpenAI's specific partnerships, needing to understand long-term development and the role of Agentic AI in consumer relationships before deciding on specific actions.