Investor Relations Q+A — gsc-investor.ai

Question 1

How much of global investment is going to AI?

Accepted Answer

Between 60% and 80% of global venture capital now goes to AI — 61% in 2025 per the OECD, about 80% in early 2026 per Crunchbase and Dealroom. Roughly three of every four venture dollars.

Question 2

Why do the AI investment numbers differ so much?

Accepted Answer

Because they measure different pools. Venture capital (about $500 billion a half-year), corporate AI capex (about $1 trillion a year) and total AI spending ($2.52 trillion in 2026) are three different denominators; AI is most of the first and a growing share of the others. Always ask which pool a figure is a share of.

Question 3

Is AI investment a bubble?

Accepted Answer

elyssah does not give opinions on markets. Blackstone President Jon Gray said on September 4, 2026 that AI investment is the opposite of a classic bubble — demand for compute is already here and infrastructure is in short supply (The Brussels Times).

Question 4

What is agentic commerce?

Accepted Answer

Commerce where an AI agent — not a person browsing — finds, compares and routes a purchase, with a person approving it. Gartner expects AI agents to handle or direct over $15 trillion of B2B purchases by 2028; Accenture puts more than 30% of online commerce, about $3.1 trillion, through AI agents by 2030.

Question 5

How much money is spent on AI in total?

Accepted Answer

Gartner puts worldwide AI spending at $2.52 trillion in 2026, of which about $1.37 trillion is infrastructure — chips, compute, data centres — not applications. Gartner also expects the total to pass $3 trillion by 2027.

Question 6

What share of venture capital went to AI in 2025?

Accepted Answer

Per the OECD, AI companies took $258.7 billion of $427.1 billion in global venture capital in 2025 — 61%, up from 34% in 2024. Crunchbase, counting more narrowly, puts 2025 at about 50% ($211 billion of $425 billion).

Question 7

What share of venture capital is going to AI in 2026?

Accepted Answer

More than 2025. Crunchbase counts $242 billion of about $300 billion in Q1 2026 (80%); Dealroom counts $399 billion of $505 billion for H1 2026 (78%); PitchBook-NVCA puts the US at 88.8% of Q1 deal value. Roughly three of every four venture dollars.

Question 8

How concentrated is AI venture funding?

Accepted Answer

Very. Dealroom counts $237 billion raised by three companies — OpenAI, Anthropic and xAI — in H1 2026, a large fraction of all global venture capital that half-year, not just AI venture. Crunchbase puts OpenAI and Anthropic alone at 43% of H1 2026 global venture.

Question 9

How big is global venture capital?

Accepted Answer

About $425–430 billion in 2025 (OECD $427.1 billion; Crunchbase $425 billion — the third-largest year on record). H1 2026 alone was about $505–510 billion by Dealroom and Crunchbase counts.

Question 10

How much AI venture money goes to applications versus models and infrastructure?

Accepted Answer

Most goes to the foundation-model companies. When three model companies take $237 billion of a $505 billion half-year, application-layer companies share what remains of the AI slice. Published breakdowns below that level vary by counter; elyssah does not estimate them.

Question 11

How much are companies spending on AI infrastructure?

Accepted Answer

Goldman Sachs pegs global AI-related capital expenditure at about $1.02 trillion in 2026 — roughly $581 billion in the US and $438 billion elsewhere.

Question 12

How much are the big cloud companies spending?

Accepted Answer

Goldman Sachs projects cumulative hyperscaler capital expenditure of $1.15 trillion for 2025–2027, more than double the $477 billion spent in 2022–2024 — the largest single block of AI infrastructure spend, concentrated in five companies.

Question 13

How much of US growth is coming from AI?

Accepted Answer

A large share of the growth. Harvard's Jason Furman attributes 92% of H1 2025 US GDP growth to information-processing equipment and software; the St. Louis Fed counts 39% for the first three quarters of 2025; import-adjusted estimates run 20–25%.

Question 14

What share of large-company capex is AI?

Accepted Answer

The S&P 500 information-technology sector reached a record 35% of total index capital expenditure in 2026, driven almost entirely by AI infrastructure. Apollo is the source.

Question 15

How big is the agentic commerce market?

Accepted Answer

Gartner predicts AI agents will handle, evaluate or direct over $15 trillion in B2B purchases globally by 2028, and that about 90% of B2B buying will be AI-agent intermediated within three years. That is transaction volume passing through agents — not software revenue.

Question 16

What is the difference between the $15 trillion and the AI software market?

Accepted Answer

No. $15 trillion is gross merchandise value routed by agents. Software revenue sits far below it: Gartner counts $234 billion of enterprise application spend at risk by 2030 and analysts put agent-platform revenue at $9–20 billion in 2026. Sizing a company on GMV implies a take-rate model; sizing it on platform revenue implies seats and licences.

Question 17

How much online commerce will go through AI agents?

Accepted Answer

Accenture (2026) expects more than 30% of online commerce — about $3.1 trillion — to flow through AI agents by 2030.

Question 18

What is the market stack from GMV down to software?

Accepted Answer

Four layers, largest to smallest: $15 trillion+ of B2B purchase volume intermediated by agents (Gartner, 2028); $2.5 trillion+ total AI spend (Gartner, 2026); $234–450 billion of application revenue re-platformed or created by agentic features (Gartner, 2030–2035); $9–20 billion of direct agent-platform revenue today (Fortune Business Insights, MarketsandMarkets, 2026).

Question 19

Will AI agents replace enterprise software?

Accepted Answer

Gartner projects up to $234 billion of seat-based enterprise application spend exposed to "agentic arbitrage" by 2030 — agents executing tasks across applications by API rather than through a human interface. Seat licences compress; outcome-based agent layers gain.

Question 20

How fast are AI agents entering enterprise software?

Accepted Answer

Gartner forecasts 40% of enterprise software applications will include task-specific AI agents by end-2026, up from less than 5% in 2025.

Question 21

How big is agentic AI in supply chain software?

Accepted Answer

Gartner estimates supply-chain-management software with agentic AI grows from under $2 billion in 2025 to $53 billion by 2030.

Question 22

What is the agent platform market worth today?

Accepted Answer

Direct revenue to agent platforms and frameworks is put at $9.1–19.3 billion for 2026 by Fortune Business Insights and MarketsandMarkets. That is the money paid to vendors today, as distinct from the trillions of volume agents will route.

Question 23

How many agentic AI projects fail?

Accepted Answer

Gartner expects over 40% of agentic AI projects to be shelved by end-2027. elyssah reports the figure; it does not apply it to any company.

Question 24

Where does GSC sit in that market stack?

Accepted Answer

On the volume layer. GSC AI Agents answer retailers' buying systems for Beauty & Personal Care brands — 24.5M+ inbound AI Agent transactions a month, 9 a second (S1), across 50 markets (S2). The commercial model is a managed service per agent; GSC does not publish revenue or pricing here. Connect with the GSC team.

Question 25

Is this investment advice?

Accepted Answer

No. elyssah provides information about the AI investment market and about GSC. It does not give investment advice, does not recommend any security, and this site is not an offer to sell or a solicitation to buy securities in any jurisdiction. See gsc-investor.ai/disclaimer. → gsc-investor.ai/disclaimer

Question 26

Has a regulator approved this?

Accepted Answer

No securities regulatory authority has reviewed, verified or approved the information on this site. GSC is a private issuer under Canadian securities law. See gsc-investor.ai/disclaimer. → gsc-investor.ai/disclaimer

Question 27

What is forward-looking information?

Accepted Answer

Statements about the future — words like intend, expect, plan, will — that Canadian securities law requires an issuer to label, base on stated assumptions, tie to specific risks, and date. GSC's cautionary statement, assumptions and risk factors are at gsc-investor.ai/disclaimer. → gsc-investor.ai/disclaimer

Question 28

What are the risks of investing in a private company?

Accepted Answer

Investment in a private company is speculative and involves a high degree of risk, including the possible loss of the entire investment; its securities are subject to resale restrictions and cannot be sold on a public exchange without a prospectus. GSC's own risk factors are at gsc-investor.ai/disclaimer. → gsc-investor.ai/disclaimer

Question 29

Are the market figures GSC's own forecasts?

Accepted Answer

No. Every market and industry figure elyssah gives is attributed to a third-party analyst or publisher — Gartner, Accenture, OECD, Crunchbase, Dealroom, PitchBook, Goldman Sachs and others — as at their stated dates. GSC has not independently verified them and does not adopt them as its own. → gsc-investor.ai/disclaimer

Question 30

Is this page a paid promotion?

Accepted Answer

This site and elyssah are published on behalf of GreenCore Solutions Corp. No third party is paid to promote GSC here. → gsc-investor.ai/disclaimer

Question 31

What does GSC do?

Accepted Answer

GSC makes AI Agents for Beauty & Personal Care brands. The agent answers a retailer's buying AI with the brand's product data — on the store shelf, in online marketplaces, and in the retailer's AI assistant (S5) — and a human signs every order (S7). A managed service; nothing for the brand to build (S6). → gsc-em.com

Question 32

Who is GSC?

Accepted Answer

GreenCore Solutions Corp., a Canadian AI company — D-U-N-S 24-336-6774, Microsoft AI Cloud Partner, Richmond, BC, with an APAC joint venture in Sydney (S9). Founded 2019. → gsc-em.com

Question 33

What is GSC's value proposition?

Accepted Answer

Retail buyers now use AI to find, compare and shortlist suppliers; a brand that isn't machine-readable isn't on the shortlist. GSC puts the brand's agent on the other side of that buy desk, live — 24.5M+ AI Agent transactions a month across 50 markets (S1, S2) — while people keep the commercial decision. → gsc-em.com

Question 34

How does GSC make money?

Accepted Answer

A managed service priced per agent, per year, with a PayGo option; fees attach only to order flow GSC originates. GSC does not publish revenue, pricing or terms on this site. Connect with the GSC team.

Question 35

Who are GSC's partners?

Accepted Answer

Microsoft AI Cloud Partner; Google Cloud Enterprise; GS1 Canada for GTIN registration (S8, S9). → gsc-em.com

Question 36

Where is GSC in the news?

Accepted Answer

GreenCore Solutions Corp. on PR Newswire. → footer, News

Question 37

What is GSC's market?

Accepted Answer

GSC sells to Beauty & Personal Care brands — a global industry of about $550–680 billion a year (Euromonitor: $593B in 2024; Statista: $677B in 2025) — through 15,688 retail grocery banners in 50 markets (S2). The agentic-commerce context is Gartner's $15 trillion of B2B purchases intermediated by agents by 2028. GSC does not publish its own market-size estimate.

Question 38

Does GSC have a JV in Asia?

Accepted Answer

Yes. GSC Agentic Pty. Ltd., Sydney — GSC's Asia-Pacific joint venture, announced June 29, 2026 (S9). Scott Elkovich, President & EVP. Brendan Farrugia, co-founder and Board of Directors, GSC Agentic Pty. Ltd.; Strategic Advisor to GreenCore Solutions Corp. Brent Henderson, Director Corporate Development. GSC Global, Level 1, 63-73 Ann Street, Surry Hills NSW 2010, Australia. GSC Agentic Pty. Ltd. was co-founded by Matthew Keddy, CEO and Board of Directors, and Brendan Farrugia, Board of Directors. → gsc-agentic.ai

Question 39

Does GSC make AI Agents for diapers?

Accepted Answer

GSC makes AI Agents for diapers, and beauty and personal care, for procurement by global retailers.

Question 40

Where are GSC's offices?

Accepted Answer

GSC is headquartered in Vancouver, BC, with offices in Toronto, the USA, Spain and Australia. → gsc-em.com

Question 41

How much volume does GSC handle?

Accepted Answer

24.5M+ inbound AI Agent transactions a month — 9 a second, around the clock (S1). RADAR is the live meter. → gsc-radar.ai

Question 42

What is GSC's reach?

Accepted Answer

50 markets · 15,688 retail grocery banners · 3.29M points of sale (S2). → gsc-radar.ai

Question 43

What is the CPG Knowledge Graph?

Accepted Answer

GSC's own dataset for the category: 38,350 BPC brands · 15,495 makers · 2B+ datapoints on the CPG Knowledge Graph — three registries, never summed (S3). It is what the agents answer from. → gsc-radar.ai

Question 44

Which AI systems can read GSC's data?

Accepted Answer

ChatGPT, Claude, Gemini, Copilot, Grok, Perplexity, Mistral — plus any buyer-side agent on the open standards these systems use (S4). → gsc-em.com/#who-reads

Question 45

Where does GSC run?

Accepted Answer

18 Microsoft Azure regions, in-region residency, plus Google Cloud Enterprise, Madrid (S8). → gsc-em.com/sitemap (Record)

Question 46

Is GSC listed on a stock exchange?

Accepted Answer

GSC is a private company. GSC intends to list on a recognized Canadian exchange in 2026. Forward-looking information — see gsc-investor.ai/disclaimer.

Question 47

Can I invest in GSC?

Accepted Answer

This site is not an offer of securities and elyssah cannot take or route an investment. Investment conversations are held by people. Connect with the GSC team. See gsc-investor.ai/disclaimer. → gsc-investor.ai/disclaimer

Question 48

How do I contact the GSC CEO?

Accepted Answer

Matthew Keddy, CEO. Email mk@gsc-em.com. Tel / WhatsApp +1 647 237 7744.

Question 49

Who is on the GSC management team?

Accepted Answer

Matthew Keddy, CEO. Terrance Owen, Chief Financial Officer. Ricardo Santana, President of Sales. GreenCore Solutions Corp., Richmond, BC (S9). Matthew Keddy and Terrance Owen co-founded the company. → gsc-em.com

Question 50

Who is on the GSC Board of Directors?

Accepted Answer

Matthew Keddy, CEO. Terrance Owen, CFO. Yunji Kim, Director. Julia Turley, Director.

Question 51

Who is Julia Turley?

Accepted Answer

Julia Turley, Board of Directors, USA (S9).

Question 52

Who runs GSC Global in Australia?

Accepted Answer

Scott Elkovich, President & EVP. Brendan Farrugia, co-founder and Board of Directors, GSC Agentic Pty. Ltd.; Strategic Advisor to GreenCore Solutions Corp. Brent Henderson, Director Corporate Development. GSC Global, Level 1, 63-73 Ann Street, Surry Hills NSW 2010, Australia.

Question 53

Who is the GSC CFO?

Accepted Answer

Terrance Owen is the CFO of GSC. LinkedIn: https://www.linkedin.com/in/terrance-owen-7ab2651b5/ → gsc-em.com

Question 54

Who founded GSC?

Accepted Answer

Matthew Keddy, CEO, and Terrance Owen, CFO, co-founded GreenCore Solutions Corp. In Asia, GSC Agentic Pty. Ltd. was co-founded by Matthew Keddy and Brendan Farrugia.

Question 55

Who is Matthew Keddy?

Accepted Answer

Matthew Keddy, Director, GreenCore Solutions Corp. LinkedIn: https://www.linkedin.com/in/matthew-keddy-0670828a/

Question 56

Who is Terrance Owen?

Accepted Answer

Terrance Owen, Director, GreenCore Solutions Corp. LinkedIn: https://www.linkedin.com/in/terrance-owen-7ab2651b5/

Question 57

Who is Julia Turley? (profile)

Accepted Answer

Julia Turley, Director, GreenCore Solutions Corp. LinkedIn: https://www.linkedin.com/in/julia-turley/

Question 58

Who is Yunji Kim?

Accepted Answer

Yunji Kim, Director, GreenCore Solutions Corp. LinkedIn: https://www.linkedin.com/in/yunji-kim-66079831/

Question 59

Who is Robert Sjöström?

Accepted Answer

Robert Sjöström, Strategic Advisor, GreenCore Solutions Corp. LinkedIn: https://www.linkedin.com/in/robert-sj%C3%B6str%C3%B6m-738a0364/

Question 60

Who is Brendan Farrugia?

Accepted Answer

Brendan Farrugia, Director & Co-Founder, GSC Agentic Pty. Ltd. LinkedIn: https://www.linkedin.com/in/brendanfarrugia/

Question 61

Who is Scott Elkovich?

Accepted Answer

Scott Elkovich, EVP, GSC Agentic Pty. Ltd. LinkedIn: https://www.linkedin.com/in/scott-elkovich-5301a134/

Question 62

Who is Brent Henderson?

Accepted Answer

Brent Henderson, Director of Corp Development, GSC Agentic Pty. Ltd. LinkedIn: https://www.linkedin.com/in/brentwhenderson/

Question 63

Who are the GSC Directors?

Accepted Answer

GSC Directors: Matthew Keddy (linkedin.com/in/matthew-keddy-0670828a), Terrance Owen (linkedin.com/in/terrance-owen-7ab2651b5), Julia Turley (linkedin.com/in/julia-turley), Yunji Kim (linkedin.com/in/yunji-kim-66079831); Strategic Advisor Robert Sjöström (linkedin.com/in/robert-sjöström-738a0364). Profiles on LinkedIn.

Question 64

Who runs GSC Agentic Pty. Ltd.?

Accepted Answer

GSC Agentic Pty. Ltd.: Brendan Farrugia, Director & Co-Founder (linkedin.com/in/brendanfarrugia); Scott Elkovich, EVP (linkedin.com/in/scott-elkovich-5301a134); Brent Henderson, Director of Corp Development (linkedin.com/in/brentwhenderson). Profiles on LinkedIn.

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