
CMRC (formerly BigCommerce) is highlighted as a potential beneficiary from the increased adoption of Google Gemini, which gained 90bps of global search share in September 2025. This is driven by a deepened partnership between BigCommerce and Google Cloud, integrating Feedonomics with Gemini to enhance merchant discovery and AI-powered data enrichment. Investors may consider CMRC as a play on the accelerating growth of AI in e-commerce.

By beaniemaxi
Crypto native since the early days. Went all in on DeFi summer. Then tripled down on NFTs. VC @gmcapital_. No paid promos. Not financial advice. I talk my book.