Jun Kwak - AI Agents and the Future of Commerce (Ep. 335)
Jun Kwak, co-founder and CTO of Overjoy, joins Jim O'Shaughnessy on Infinite Loops to talk about why he believes every B2B SaaS company will have to become a service business, how Overjoy went from selling software to delivering sales outcomes for consumer brands, why tangled data is the strongest moat against the frontier labs, how AI agents could weaken wholesale marketplaces, why brands need websites AI agents can read, why small brands chasing big box stores often abandon their most profitab
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About the Host
Jim O'Shaughnessy built O'Shaughnessy Asset Management (OSAM) into a Wall Street powerhouse, managing billions before its successful acquisition. Now, he's embarked on a new venture: O'Shaughnessy Ventures (OSV), a creative investment firm empowering visionaries across business, tech, science, art, media, and literature.
Hailed as a "legendary investor" by Barron's, Jim authored the New York Times bestseller What Works on Wall Street among his four influential books. His expertise spans quantitative analysis, portfolio management, and investment strategy.
Beyond finance, Jim has served as former chair of the Chamber Music Society of Lincoln Center and host of the popular Infinite Loops podcast. He shares eclectic insights on everything from philosophy to quantum mechanics via his active Twitter presence (@jposhaughnessy). Jim resides in Connecticut with his wife Melissa, surrounded by the joyful chaos of their three children and six grandchildren.