Aggregators

“It feels like step one is, that's going to happen with agentic commerce is, I feel like existing aggregators, if just aggregation is their raison d'etre, then they're going to have a lot of, ah, questions that they need to answer, because ChatGPT and the AI ap…”

“Which I think is gonna be an interesting challenge in the age of AI, too, because you could argue that AI agents can direct Direct people to things if people start their purchase activities there, which could be an opportunity or a challenge for, like, the sin…”

“I definitely think it's a global issue. I mean, there's Razio in North America. They've raised, I believe a hundred million dollars and it's the same thing, right? They don't have consolidation. When it comes to categories on their e-commerce brands, all aggre…”

“Aggregators make sense in the late stage of an era. At the beginning, they curtail too much exploration.”

“One of the reasons I'm excited about LLMs being a disruptive technology is I think that it allows us to get out of this monolithic sense of like, whatever, we're all just beholden to a decreasing number of very powerful organizations and lead into Everybody be…”

“So Thrasio is basically dead. It's, I don't know exactly what the stage is. Is it? It's either a fire sale, bankruptcy, but it's dead. And so are all of the aggregators.”

“The advantage shifted from distribution to owning attention, and the power shifted from traditional media institutions to aggregators.”

“The implication of aggregation theory is that to be large and to be dominant is the natural state of affairs because of these feedback loops. Like the end state for an aggregator is to be, to win it all, to take it all.”