Even when a product is growing and customers are happy, AI can still undercut the core economics that made the business viable in the first place. This episode looks at how AI collapses defensibility by attacking pricing power, distribution, and differentiation simultaneously, why “great execution” is no longer a sufficient moat, and what kinds of businesses are most exposed as AI capabilities move up the value chain. In the headlines: Google pushes Gemini deeper into Gmail as the inbox becomes a battleground for personal assistants, Nvidia’s China chip sales face new uncertainty as Beijing pumps the brakes, and AI-powered shopping surges as Amazon, Microsoft, and Salesforce race to own agentic commerce.

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