← All investment areasPillar 01

Shopping Experiences

The front-end of retail — discovery, storefronts, smart carts, marketplace infrastructure.

What this pillar covers

The front-end of retail — where discovery, guided shopping, and increasingly the purchase itself happen on the same surface. Ecommerce and AI-discovery storefronts, smart carts, video-first and social commerce, agentic and assisted-shopping interfaces, and the marketplace infrastructure beneath them.

Where we look

The kinds of companies and infrastructure CEP focuses on here include:

  • AI-powered product discovery and search platforms
  • Smart-cart and self-checkout hardware + software
  • Video-first and livestream commerce infrastructure
  • Marketplace and storefront platforms
  • Conversational and assisted-shopping interfaces
Consumer 2050 lens

Customer expectations are shifting from catalog browsing to guided, contextual discovery. The shopping surface itself is becoming a software product.