Why Data Network Effects and Data Scale Aren’t Moats. Plus, More on Bundling. (260)

Why Data Network Effects and Data Scale Aren’...

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What Happens to Amazon, Alibaba and Brands When Agents Do the Buying (302)

This week’s podcast is about agentic commerce. Who is winning and losing. And how to think about it. I have 6 basic points. See below.You can listen to this podcast here, which has the slides and graphics mentioned. Also available at iTunes and Google Podcasts.Here is the link to ...  Show more

Cainiao’s Global 3 Day Delivery Beats Anything Amazon Offers (301)

This week’s podcast is about Cainiao's 3 big moves in 2026. Specifically their launch of Global 3 Day Delivery.You can listen to this podcast here, which has the slides and graphics mentioned. Also available at iTunes and Google Podcasts.Here is the link to Agentic Org Now.Here i ...  Show more

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