Don Weinland

speaker

359 appearances 5 recordings 1 series first heard May 2026 last heard 28 Aug

Don Weinland’s voice in public audio — every appearance, attributed to the second.

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recordings per month · last 12 months

Recordings per month over the last 12 months — 5 in all, peaking in May 2026 with 2.

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The Intelligence from The Economist · No big deal: murky Iran-war negotiations · 26 May 2026 podcast

And I click a button to make the payment, and within about 15 minutes, the coffee arrives at my office.

It's really convenient.

So this is what we call agentic AI.

It's when artificial intelligence makes a decision on your behalf and then sometimes produces a physical object in the real world.

You think it sounds like heaven, but the AI doesn't always pick you the best coffee.

I received a rose petal vinegar-flavored coffee a couple days ago when I asked the AI to pick me something.

Something special.

But anyways, there are more than 600 million people in China that are already using some form of agentic AI.

That's a government estimate.

And the companies behind these apps are really well positioned to push into this new era of the internet.

So we often think of AI as something that we interact with and they help us do our work sometimes.

But if you think about the companies that are behind AI in China, these big tech groups, Alibaba, Tencent, Vipe Dance, these are entertainment, social media, and commerce companies.

And for them,

The point of AI in many respects is to push you into their e-commerce networks or their entertainment network.

What they're trying to do is create a super app that uses their AI to direct you to all the goods and services and entertainment that you're ever going to need.

And you don't need to go anywhere else.

Well, they have to figure out some way of cashing in on their AI.

They've been making massive investments over the past two years, and their investors really haven't seen big returns from this.

For a company like Alibaba, which heavily relies on e-commerce as one of its main businesses, it's actually seeing that part of its business slow down.

And it's worth keeping in mind that consumer spending is

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