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Scale Used to Be a Moat — AI Is Draining It
In this episode of the YPO Technology Network AI Brief, host Stephen Forte explores how AI is dismantling the traditional competitive advantage of scale.
Stories covered:
Zalando's AI transformation — The German retailer posted strong 2025 results, using AI for product images and virtual try-on tools. Their software unit Scayle signed Levi's to run worldwide e-commerce on their platform.
Aaru: teenagers worth a billion — Three teenagers from the Chicago suburbs built AI-powered digital personas for synthetic market research, now valued at $1B with clients including McDonald's, EY, and Bayer…
The skinny
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