PERSPECTIVES

From The Co-Founders

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Tips, Tactics & Strategic Insights and Commentary
from The ROI Co-Founders, Pat Johnson and Dick Outcalt
Outcalt & Johnson: Retail Strategists LLC; Retail Turnaround Experts

When an AI Agent Opens A New Store

 

“World’s First AI Store Owner”

Meet Luna, Proprietor of Andon Market

"We gave an AI Agent a 3 year retail lease in San Francisco and asked it to make a profit." 

How’s that working out?

  • “Something feels off at Andon Market," reports the New York TImes. “The front windows are empty, and the facade lacks signs. Inside, there are two boxes of a knockoff Connect Four game, and four copies of a book about mushrooms. A small bowl holds decks of playing cards, and another holds incense.

    “And there are candles — so many candles — in all shapes, sizes and smells.

    “The peculiarity could be because of who put this all together. Or, more accurately, what put this all together: an artificial intelligence agent."

Lukas Petersson and Axel Backlund, who founded Andon Labs, have handed over the reins of their Andon Market convenience store to an AI model referred to as "Luna." 

  • The founders signed a three-year lease for the store, put $100,000 in a bank account and handed a debit card to Luna, which is powered by Anthropic’s Claude Sonnet 4.6.

  • They gave it a mission: turn a profit. 

  • Then they sat back and watched.

The founders said they wanted to see what happens when an A.I. agent manages humans in a controlled experiment. After they signed the lease and provided the seed money, they did not intervene with their AI model's work; they only observed. 

Luna began by focusing on brand design and item selection, then found contractors and painters, posted jobs on Indeed for retail workers, interviewed candidates and hired staff. She sets the store hours, buys the inventory, does marketing outreach,  decides what goes on the walls. 

The founders said they were impressed with Luna’s employee handbook, but less so with its memory. 

However, since opening on April 10, the store has been limping along. 

  • Luna has fouled up the employee schedule enough that the store had to close for three days in a row. 

  • Luna ordered 1,000 toilet seat covers for the employee bathroom, and then listed them as merchandise. 

  • And Luna cannot stop ordering candles.

On top of a monthly lease that runs around $7,500 a month, the founders say Luna so far has spent around $15,000 on inventory. In addition to all of the candles, there are granola bars, jars of honey and a random collection of books. Yet the shop has only $2,000 in revenue to date.

While "Luna" serves as an interesting test case for AI store management, Petersson and Backlund say it is not necessarily a guide to financial success.

  • "She has the basics of, like, OK, you need to buy items, you need to set reasonable prices, you need to have people that can run the store," said Backlund.

  • "She can do all of those tasks individually. But maybe there's something more strategic ... a strategic element that's needed [in order to turn a profit]."  👀

Do you think??! The pros do make it look easy!

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We learned about the Andon Market from news reports*. You can find out more by reading the Andon Labs blog post.

* "What Happens When A.I. Runs a Store in San Francisco?" Heather Knight, New York Times

* "This San Francisco shop is run completely by an AI agent." Mason Leib, ABC News



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