The podcast analyzes the e-commerce landscape of 2026, focusing on Amazon's strategies and the broader impact of AI. It highlights Amazon's "Buy for Me" AI shopping agent, which serves off-Amazon products, sparking debate among Shopify sellers. The host also addresses the inversely proportional impact of AI on company size, noting that smaller businesses benefit more from AI advancements than larger corporations due to bureaucratic obstacles. The discussion includes both a bear and bull case for 2026, citing potential recession, AI bubble bursts, and geopolitical conflicts as risks, while a strong Q4 performance, potential housing market recovery, and the continued growth of large Amazon sellers present opportunities.
Sign in to continue reading, translating and more.
Continue
