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.

Appearances

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

Not very healthy right now.

People aren't spending nearly as much as they used to.

So that's a big concern when you are one of the world's largest e-commerce groups.

There are basically two ways they can make money from this.

One is by taking a cut of whatever you're spending your money on through their payment platform.

Another way is through advertising.

So these companies are already massive advertising.

groups and agentic AI is a big area that they can move into.

They can better recommend things to you when you are asking for it a coffee or a chicken dinner to be sent to your house.

The biggest difference in China is scale.

So the internet in America and the Internet in China have developed in different ways.

In China, people don't use desktop web search very often.

Everyone is on apps on their phone.

A lot of people don't even own computers.

And within these apps, you have a very broad range of services.

So by plugging

Working in AI, it's a lot easier for these companies that already have connections to digital services and physical networks of drivers and warehouses and that type of thing to create one of these agentic services.

In the US, you just don't have these super apps in the same way we do in China.

Yes, I think that lots of these companies would love to create a super AI device.

No one has done it very well at this point.

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