Riskified (RSKD) is highlighted as a beneficiary of the secular tailwind created by AI-driven shopping agents, which pose significant threats to traditional retailers like CMRC and SHOP. As AI platforms disintermediate retailers and erode direct traffic, RSKD's fraud prevention and risk management solutions become increasingly critical for businesses navigating this evolving e-commerce landscape. This shift could drive demand for RSKD's services as retailers become more dependent on third-party AI ecosystems.