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 Agentic Org Now.

Here is the link to our Tech Tours.

My 5 points are:

Grok bot and AI Assistants are the iPhone moment.
Buyers are delegating, and that changes everything downstream.
Lots of brands will lose humans as customers. Attention, data and brand equity all fall. Selling to agents will be necessary.
Brands win where humans don’t delegate. That's your core.
Agents weaken marketplaces like Amazon. But strengthen platforms like YouTube and Payment.
Alibaba is ahead of Amazon in most agentic commerce capabilities.

Here are the mentioned articles:

Amazon vs Alibaba: Who’s Winning in Agentic Commerce? (1 of 2) (Tech Strategy)
Alibaba vs. Amazon in Agentic Commerce: Every Merchant Gets an AI Team (Tech Strategy) (2 of 2) (Tech Strategy)

*Disclosure: AsiaTech Services, LLC has had a partnership with Alibaba within the past 12 months. This article received no financial sponsorship or backing.*

——–

I am a founder, consultant and keynote speaker specialized in digital and AI agentic strategy.

I am the founder of Agentic Org Now, a firm that helps leadership teams launch AI and agentic initiatives fast.

I write (a lot) about digital and digital AI strategy (3 best selling books, +2.9M followers on LinkedIn). You can get a free book at the email sign-up below.

My Moats and Marathons book series is a framework for building and measuring competitive advantages in digital and AI businesses.

Subscribe to My Free “Agentic Frontier Email”. And Get My Free Book.

Note: This content (articles, podcasts, website info) is not investment advice. The information and opinions from me and any guests may be incorrect. The numbers and information may be wrong. The views expressed may no longer be relevant or accurate. Investing is risky. Do your own research.

Support the show

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

The Tech Strategy Podcast

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