Latest / Let's talk Marketplace / The EU Is Coming for Shemu – Plus More Marketplace News LTM #154

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The EU Is Coming for Shemu – Plus More Marketplace News LTM #154 · Let's talk Marketplace

• 0:00
  The
• 0:00
  best
• 0:00
  thing
• 0:00
  that
• 0:00
  they
• 0:01
  can
• 0:01
  do
• 0:01
  is
• 0:01
  keep
• 0:02
  their,
• 0:03
  keep
• 0:03
  a
• 0:03
  look
• 0:03
  on
• 0:03
  their
• 0:04
  marketplaces,
• 0:04
  what
• 0:05
  they
• 0:05
  are
• 0:05
  doing
• 0:06
  in
• 0:06
  the
• 0:06
  AI
• 0:06
  space
• 0:07
  and
• 0:08
  then
• 0:08
  optimize
• 0:08
  their
• 0:09
  products
• 0:09
  there.
• 0:10
  Because
• 0:10
  if
• 0:10
  you
• 0:11
  are
• 0:11
  on
• 0:11
  Amazon
• 0:12
  or
• 0:12
  on
• 0:13
  mediamarkt
• 0:14
  or
• 0:14
  on
• 0:14
  whatever
• 0:15
  as
• 0:15
  a
• 0:15
  marketplace
• 0:16
  and
• 0:16
  they
• 0:16
  are
• 0:17
  good
• 0:18
  at
• 0:18
  presenting
• 0:19
  their
• 0:19
  products
• 0:19
  to
• 0:20
  an
• 0:20
  AI,
• 0:20
  then
• 0:21
  your
• 0:21
  products
• 0:21
  are
• 0:22
  there
• 0:22
  as
• 0:22
  well.
• 0:27
  Let's
• 0:27
  talk
• 0:27
  Marketplace.
• 0:28
  The
• 0:28
  Marketplace
• 0:29
  podcast
• 0:29
  with
• 0:30
  Ingrid
• 0:30
  Lohmer
• 0:31
  and
• 0:31
  Vanavrita
• 0:31
  History.
• 0:35
  Hi
• 0:35
  everyone
• 0:36
  and
• 0:36
  welcome
• 0:36
  back
• 0:37
  to
• 0:37
  let's
• 0:37
  Talk
• 0:37
  Marketplace.
• 0:38
  I'm
• 0:39
  Ingrid
• 0:39
  and
• 0:39
  today
• 0:40
  I'm
• 0:40
  back
• 0:40
  behind
• 0:41
  the
• 0:41
  mic.
• 0:42
  I've
• 0:42
  been
• 0:42
  for
• 0:42
  two
• 0:43
  weeks
• 0:43
  in
• 0:43
  Italy.
• 0:44
  That
• 0:44
  was
• 0:44
  quite
• 0:44
  great
• 0:45
  actually.
• 0:45
  No
• 0:45
  marketplaces,
• 0:46
  no
• 0:46
  slack,
• 0:47
  no
• 0:47
  newsletters,
• 0:48
  no
• 0:48
  podcast
• 0:49
  either
• 0:50
  that
• 0:50
  was
• 0:50
  needed.
• 0:51
  It
• 0:51
  was
• 0:52
  a
• 0:52
  little
• 0:52
  boring,
• 0:52
  to
• 0:52
  be
• 0:53
  honest,
• 0:53
  I
• 0:53
  have
• 0:53
  to
• 0:54
  say,
• 0:54
  but
• 0:54
  at
• 0:54
  least
• 0:55
  I'm
• 0:55
  now
• 0:56
  absolutely
• 0:57
  relaxed
• 0:58
  and
• 0:58
  yeah,
• 0:58
  and
• 0:59
  Valerie,
• 0:59
  from
• 0:59
  the
• 1:00
  way
• 1:00
  that
• 1:00
  my
• 1:00
  slack
• 1:01
  exploded
• 1:01
  when
• 1:01
  I
• 1:01
  reopened
• 1:02
  it
• 1:02
  yesterday,
• 1:03
  I
• 1:03
  guess
• 1:03
  that
• 1:03
  things
• 1:04
  weren't
• 1:04
  so
• 1:04
  boring
• 1:05
  on
• 1:05
  your
• 1:05
  end,
• 1:06
  were
• 1:06
  they?
• 1:07
  No,
• 1:08
  so
• 1:08
  boring
• 1:08
  isn't
• 1:09
  even
• 1:09
  in
• 1:09
  my
• 1:09
  vocabulary
• 1:10
  right
• 1:10
  now.
• 1:11
  I
• 1:11
  mean
• 1:12
  I
• 1:12
  spent
• 1:12
  those
• 1:13
  two
• 1:13
  weeks
• 1:13
  actually
• 1:14
  setting
• 1:14
  up
• 1:14
  three
• 1:14
  Marketplace
• 1:15
  Universe
• 1:16
  Connect
• 1:16
  events.
• 1:17
  One
• 1:17
  in
• 1:17
  July,
• 1:18
  so
• 1:18
  just
• 1:18
  with
• 1:18
  like
• 1:19
  six
• 1:19
  weeks
• 1:20
  pre
• 1:21
  setup
• 1:22
  time.
• 1:23
  One
• 1:23
  in
• 1:23
  September
• 1:24
  while
• 1:24
  in
• 1:25
  Mexico
• 1:25
  and
• 1:25
  one
• 1:26
  already
• 1:26
  in
• 1:26
  February
• 1:27
  while
• 1:27
  the
• 1:28
  world
• 1:29
  biggest
• 1:30
  toy
• 1:30
  fair.
• 1:31
  Yeah,
• 1:31
  looking
• 1:31
  forward
• 1:32
  to
• 1:32
  that
• 1:32
  one
• 1:33
  Nuremberg
• 1:33
  for
• 1:34
  the
• 1:34
  first
• 1:34
  time.
• 1:35
  So
• 1:35
  three
• 1:35
  events,
• 1:37
  quite
• 1:38
  a
• 1:38
  lot
• 1:38
  of
• 1:39
  things
• 1:39
  to
• 1:39
  plan.
• 1:39
  Two
• 1:40
  podcast
• 1:40
  episodes
• 1:41
  I
• 1:41
  recorded,
• 1:42
  one
• 1:42
  webinar
• 1:42
  I
• 1:43
  did
• 1:43
  and
• 1:43
  actually
• 1:44
  we
• 1:44
  had
• 1:44
  just
• 1:44
  like
• 1:46
  eight
• 1:46
  now,
• 1:47
  seven
• 1:47
  working
• 1:48
  days
• 1:49
  because
• 1:50
  I
• 1:50
  also
• 1:50
  had
• 1:50
  like
• 1:51
  a
• 1:51
  long
• 1:51
  weekend
• 1:51
  now,
• 1:52
  so
• 1:52
  it
• 1:52
  was
• 1:53
  a
• 1:53
  challenge.
• 1:54
  Weather
• 1:55
  was
• 1:55
  nice
• 1:55
  actually.
• 1:56
  And
• 1:57
  I
• 1:57
  mean
• 1:57
  I
• 1:58
  still
• 1:58
  have
• 1:58
  my
• 1:58
  baby
• 1:59
  which
• 1:59
  I
• 1:59
  breastfeed
• 2:00
  in
• 2:00
  between.
• 2:01
  So
• 2:02
  I
• 2:03
  would
• 2:03
  say
• 2:03
  it
• 2:03
  was
• 2:04
  a
• 2:05
  lot
• 2:05
  but
• 2:05
  not
• 2:05
  boring.
• 2:08
  But
• 2:08
  it's
• 2:08
  also,
• 2:09
  I
• 2:09
  like
• 2:10
  it
• 2:10
  also
• 2:10
  when
• 2:10
  there's
• 2:11
  like
• 2:11
  so
• 2:11
  much
• 2:11
  to
• 2:11
  do
• 2:12
  and
• 2:12
  to
• 2:12
  organize
• 2:13
  and
• 2:14
  if
• 2:14
  so
• 2:14
  much
• 2:15
  and
• 2:16
  so
• 2:16
  many
• 2:16
  good
• 2:16
  things
• 2:17
  keep
• 2:17
  going.
• 2:18
  So.
• 2:19
  Yeah,
• 2:19
  and
• 2:19
  going
• 2:20
  on.
• 2:20
  So
• 2:21
  yeah,
• 2:22
  I
• 2:22
  see
• 2:23
  lots
• 2:23
  of
• 2:24
  stuff
• 2:24
  happening.
• 2:24
  I
• 2:25
  have
• 2:25
  been
• 2:25
  eating
• 2:25
  pasta
• 2:26
  and
• 2:26
  pizza.
• 2:27
  And
• 2:28
  saltfish
• 2:28
  and
• 2:30
  Sergeant
• 2:30
  Bocca
• 2:31
  and
• 2:31
  you
• 2:32
  know,
• 2:32
  thank
• 2:32
  you.
• 2:33
  All
• 2:33
  those
• 2:33
  nice
• 2:34
  things
• 2:34
  that
• 2:34
  Italy
• 2:35
  has
• 2:35
  to
• 2:35
  offer.
• 2:36
  But
• 2:36
  yeah,
• 2:36
  you
• 2:37
  know,
• 2:37
  but
• 2:37
  in
• 2:37
  my
• 2:38
  defense,
• 2:38
  I
• 2:38
  wasn't
• 2:38
  all
• 2:39
  useless
• 2:39
  because
• 2:40
  we
• 2:41
  had
• 2:41
  a
• 2:41
  long
• 2:41
  car
• 2:42
  ride
• 2:42
  home
• 2:42
  to
• 2:43
  catch
• 2:43
  up
• 2:43
  and.
• 2:43
  And
• 2:44
  I
• 2:44
  used
• 2:44
  the
• 2:44
  time
• 2:44
  there
• 2:44
  to
• 2:45
  catch
• 2:45
  up
• 2:45
  on
• 2:45
  the
• 2:45
  most
• 2:46
  important
• 2:46
  Marketplace
• 2:47
  news
• 2:47
  and
• 2:48
  because
• 2:48
  I
• 2:49
  figured
• 2:49
  as
• 2:49
  you
• 2:50
  have
• 2:50
  so
• 2:50
  many
• 2:51
  things
• 2:51
  to
• 2:51
  do,
• 2:51
  you
• 2:52
  might
• 2:52
  not
• 2:52
  be
• 2:52
  able
• 2:53
  to
• 2:53
  look
• 2:53
  a
• 2:53
  lot
• 2:53
  at
• 2:53
  the
• 2:53
  news.
• 2:54
  So
• 2:55
  yeah,
• 2:55
  I
• 2:56
  looked
• 2:56
  around
• 2:56
  and
• 2:58
  I
• 2:58
  have
• 2:58
  to
• 2:58
  say
• 2:59
  a
• 2:59
  lot
• 2:59
  of
• 2:59
  ground
• 2:59
  to
• 3:00
  cover.
• 3:00
  Obviously
• 3:00
  you
• 3:01
  weren't
• 3:01
  the
• 3:01
  only
• 3:01
  person
• 3:02
  being
• 3:02
  really
• 3:02
  busy
• 3:03
  because
• 3:03
  there
• 3:03
  was
• 3:04
  lots
• 3:04
  of
• 3:04
  stuff
• 3:04
  happening
• 3:05
  actually.
• 3:06
  Yeah.
• 3:06
  And
• 3:07
  actually,
• 3:07
  I
• 3:07
  mean
• 3:08
  Mainly
• 3:09
  it
• 3:09
  was
• 3:09
  holiday
• 3:09
  season,
• 3:10
  meant
• 3:10
  to
• 3:11
  be.
• 3:11
  Right.
• 3:11
  But
• 3:12
  yeah,
• 3:13
  no,
• 3:13
  I
• 3:13
  didn't
• 3:13
  have
• 3:14
  time
• 3:14
  a
• 3:14
  lot
• 3:14
  to
• 3:16
  like
• 3:16
  to
• 3:16
  stay
• 3:17
  up
• 3:17
  to
• 3:17
  date
• 3:17
  with
• 3:17
  the
• 3:17
  latest
• 3:18
  news.
• 3:18
  Sometimes
• 3:19
  I
• 3:19
  scrolled
• 3:20
  LinkedIn,
• 3:21
  but
• 3:21
  to
• 3:21
  be
• 3:21
  very
• 3:21
  honest,
• 3:22
  my
• 3:22
  LinkedIn
• 3:22
  is
• 3:22
  quite
• 3:22
  flooded
• 3:23
  about
• 3:23
  mom
• 3:24
  and
• 3:24
  dad
• 3:24
  posts,
• 3:25
  so
• 3:25
  I
• 3:25
  didn't
• 3:26
  know
• 3:26
  how
• 3:26
  that
• 3:27
  happened.
• 3:27
  But
• 3:28
  less
• 3:28
  marketplace
• 3:29
  content.
• 3:29
  I
• 3:29
  need
• 3:30
  to
• 3:30
  challenge
• 3:31
  the
• 3:31
  algorithm,
• 3:32
  I
• 3:32
  guess
• 3:33
  a
• 3:33
  bit.
• 3:35
  So
• 3:35
  you
• 3:35
  need
• 3:35
  to
• 3:35
  really
• 3:36
  update
• 3:36
  me
• 3:36
  as
• 3:37
  well
• 3:37
  on
• 3:37
  the
• 3:37
  latest
• 3:38
  news.
• 3:38
  So
• 3:38
  that's
• 3:39
  what
• 3:39
  we
• 3:39
  do
• 3:39
  today,
• 3:39
  right?
• 3:40
  Yeah,
• 3:40
  absolutely.
• 3:41
  I
• 3:41
  thought
• 3:41
  that
• 3:41
  would
• 3:41
  be
• 3:42
  a
• 3:42
  good
• 3:42
  point
• 3:43
  in
• 3:43
  time
• 3:43
  to
• 3:44
  just
• 3:44
  have
• 3:44
  a
• 3:44
  look
• 3:45
  back
• 3:45
  at
• 3:46
  what
• 3:46
  happened
• 3:46
  in
• 3:46
  the
• 3:46
  marketplace
• 3:47
  industry
• 3:47
  in
• 3:48
  the
• 3:48
  last
• 3:48
  round.
• 3:49
  About
• 3:49
  six
• 3:50
  weeks.
• 3:51
  Because
• 3:51
  we
• 3:52
  haven't
• 3:52
  done
• 3:52
  that
• 3:52
  for
• 3:52
  a
• 3:53
  while
• 3:53
  and.
• 3:54
  Yeah.
• 3:54
  And
• 3:54
  things
• 3:54
  are
• 3:55
  amassing.
• 3:55
  So.
• 3:55
  So
• 3:56
  for
• 3:56
  example,
• 3:57
  just
• 3:57
  to
• 3:57
  give
• 3:57
  you
• 3:58
  the
• 3:59
  sneak
• 3:59
  peek,
• 3:59
  we've
• 4:00
  got
• 4:00
  some
• 4:00
  EU
• 4:01
  fines
• 4:01
  against
• 4:02
  imo
• 4:02
  and
• 4:03
  we've
• 4:03
  got
• 4:03
  some
• 4:04
  actions
• 4:04
  in
• 4:04
  France.
• 4:06
  And
• 4:06
  Amazon
• 4:07
  has
• 4:07
  moved
• 4:07
  the
• 4:07
  prime
• 4:08
  day
• 4:08
  to
• 4:08
  June
• 4:09
  and
• 4:09
  stretched
• 4:09
  it
• 4:09
  to
• 4:10
  four
• 4:10
  days.
• 4:10
  Why
• 4:10
  not?
• 4:11
  And
• 4:11
  jd,
• 4:12
  who
• 4:13
  is
• 4:13
  trying
• 4:13
  to
• 4:14
  take
• 4:14
  over
• 4:14
  economy,
• 4:15
  which
• 4:15
  is
• 4:16
  not
• 4:16
  happening
• 4:16
  at
• 4:17
  the
• 4:17
  moment
• 4:17
  due
• 4:17
  to
• 4:17
  an
• 4:17
  EU
• 4:18
  investigation,
• 4:19
  is
• 4:19
  now
• 4:19
  eyeing
• 4:20
  a
• 4:20
  British
• 4:20
  retailer.
• 4:21
  And
• 4:21
  yeah,
• 4:21
  lots
• 4:22
  of.
• 4:22
  And
• 4:22
  lots
• 4:22
  of
• 4:22
  things
• 4:23
  going
• 4:23
  on.
• 4:23
  And
• 4:23
  of
• 4:23
  course
• 4:24
  AI
• 4:24
  shopping
• 4:25
  is
• 4:25
  all
• 4:25
  over
• 4:26
  and
• 4:26
  getting
• 4:26
  more
• 4:27
  crowded
• 4:27
  by
• 4:27
  the
• 4:27
  minute.
• 4:28
  Yeah.
• 4:28
  And
• 4:28
  I
• 4:28
  also
• 4:28
  heard
• 4:29
  that
• 4:29
  some
• 4:29
  marketplaces
• 4:31
  expanded
• 4:32
  and
• 4:32
  internationalized,
• 4:33
  so
• 4:34
  that's
• 4:34
  true.
• 4:34
  Yeah,
• 4:35
  that's
• 4:35
  what
• 4:35
  I
• 4:35
  heard
• 4:36
  at
• 4:36
  least.
• 4:38
  That's
• 4:38
  absolutely
• 4:39
  true.
• 4:39
  And
• 4:39
  we're
• 4:39
  going
• 4:39
  to
• 4:39
  cover
• 4:40
  that
• 4:40
  as
• 4:40
  well.
• 4:40
  Well,
• 4:40
  so
• 4:41
  I
• 4:41
  guess,
• 4:41
  yeah,
• 4:42
  I'll
• 4:42
  give
• 4:42
  you
• 4:42
  the
• 4:42
  facts,
• 4:43
  you
• 4:43
  give
• 4:43
  me
• 4:43
  your
• 4:43
  take
• 4:43
  and
• 4:44
  then
• 4:44
  we
• 4:44
  can
• 4:44
  start
• 4:45
  into
• 4:45
  another
• 4:45
  news
• 4:45
  episode.
• 4:46
  Great.
• 4:47
  Let's
• 4:47
  go.
• 4:47
  Okay.
• 4:48
  Right,
• 4:48
  let's
• 4:48
  go.
• 4:49
  Okay,
• 4:50
  then
• 4:50
  I
• 4:50
  guess
• 4:51
  let's
• 4:51
  start
• 4:52
  with
• 4:52
  the
• 4:52
  first
• 4:53
  item
• 4:54
  that
• 4:54
  is
• 4:54
  already
• 4:55
  coming
• 4:55
  quite
• 4:56
  close
• 4:56
  because
• 4:57
  Amazon
• 4:58
  has
• 4:59
  announced
• 5:00
  their
• 5:01
  prime
• 5:02
  day
• 5:02
  for
• 5:02
  this
• 5:02
  year
• 5:03
  and
• 5:03
  they
• 5:03
  announced
• 5:03
  it
• 5:04
  quite
• 5:04
  late
• 5:04
  because
• 5:04
  they
• 5:05
  moved
• 5:06
  prime
• 5:06
  day
• 5:06
  to
• 5:07
  June,
• 5:07
  end
• 5:08
  of
• 5:08
  June
• 5:09
  23
• 5:09
  to
• 5:09
  26,
• 5:10
  to
• 5:10
  be
• 5:11
  more
• 5:11
  specific.
• 5:12
  It's
• 5:12
  going
• 5:12
  to
• 5:12
  be
• 5:13
  live
• 5:13
  in
• 5:13
  26
• 5:14
  countries
• 5:14
  and
• 5:15
  it's
• 5:15
  going
• 5:15
  to
• 5:15
  last
• 5:15
  for
• 5:16
  four
• 5:16
  days.
• 5:17
  So
• 5:17
  it's
• 5:18
  earlier
• 5:18
  than
• 5:18
  ever
• 5:18
  and
• 5:19
  longer
• 5:19
  than
• 5:19
  ever,
• 5:21
  which
• 5:21
  is
• 5:22
  interesting.
• 5:23
  And
• 5:23
  I
• 5:23
  think,
• 5:24
  I
• 5:24
  mean,
• 5:24
  June
• 5:24
  is
• 5:24
  already
• 5:24
  quite
• 5:25
  full
• 5:25
  for
• 5:25
  everyone
• 5:26
  in
• 5:26
  the
• 5:26
  E
• 5:26
  Commerce
• 5:27
  space
• 5:27
  and
• 5:27
  now
• 5:28
  Prime
• 5:28
  Day
• 5:28
  is
• 5:29
  there
• 5:29
  as
• 5:29
  well.
• 5:31
  Any
• 5:31
  ideas
• 5:32
  on
• 5:32
  why
• 5:33
  they
• 5:33
  would
• 5:33
  move
• 5:33
  that
• 5:33
  from?
• 5:34
  It
• 5:34
  always
• 5:35
  had
• 5:35
  been
• 5:35
  in
• 5:35
  July
• 5:36
  and
• 5:36
  now
• 5:36
  it's
• 5:36
  end
• 5:37
  of
• 5:37
  June.
• 5:37
  Well,
• 5:37
  you
• 5:38
  know,
• 5:38
  I
• 5:38
  think
• 5:38
  that,
• 5:39
  I
• 5:39
  mean,
• 5:39
  it
• 5:39
  was
• 5:40
  always
• 5:40
  in
• 5:40
  July,
• 5:40
  as
• 5:41
  you
• 5:41
  said.
• 5:41
  I
• 5:41
  mean
• 5:41
  now
• 5:42
  it's
• 5:42
  exactly
• 5:43
  six
• 5:44
  months
• 5:44
  before
• 5:44
  Christmas.
• 5:45
  It's
• 5:45
  actually
• 5:46
  my
• 5:46
  mother's
• 5:46
  birthday
• 5:47
  and
• 5:47
  K5,
• 5:49
  so
• 5:49
  that's
• 5:49
  why
• 5:49
  I
• 5:50
  remember
• 5:50
  that
• 5:51
  quite
• 5:51
  well.
• 5:52
  And
• 5:53
  I
• 5:54
  mean
• 5:54
  it
• 5:54
  used
• 5:54
  to
• 5:55
  be
• 5:55
  a
• 5:55
  bit
• 5:55
  like.
• 5:55
  Yeah,
• 5:56
  okay.
• 5:56
  That's
• 5:56
  like
• 5:56
  a
• 5:58
  thing
• 5:58
  like
• 5:58
  in
• 5:58
  October,
• 5:59
  right.
• 5:59
  And
• 6:00
  then
• 6:00
  now
• 6:00
  in
• 6:00
  July,
• 6:01
  like
• 6:01
  always
• 6:02
  kept
• 6:02
  a
• 6:02
  bit
• 6:03
  earlier.
• 6:04
  But
• 6:04
  to
• 6:04
  be
• 6:04
  honest,
• 6:05
  I
• 6:05
  think
• 6:05
  it's
• 6:06
  good
• 6:07
  because
• 6:07
  there
• 6:07
  is.
• 6:08
  Yeah.
• 6:09
  I
• 6:09
  mean
• 6:10
  we
• 6:10
  have
• 6:10
  like
• 6:10
  this
• 6:10
  Easter
• 6:11
  days.
• 6:11
  Right.
• 6:12
  There
• 6:12
  are
• 6:12
  also
• 6:12
  like
• 6:13
  some
• 6:13
  discounts
• 6:14
  happening
• 6:14
  on
• 6:15
  Amazon
• 6:16
  and
• 6:16
  now
• 6:16
  in
• 6:17
  end
• 6:17
  of
• 6:17
  June,
• 6:18
  there's
• 6:19
  no
• 6:19
  big
• 6:20
  other.
• 6:22
  Yeah.
• 6:22
  Discount
• 6:23
  time
• 6:24
  in
• 6:24
  between,
• 6:24
  to
• 6:24
  be
• 6:25
  very
• 6:25
  honest,
• 6:25
  before
• 6:25
  Black
• 6:26
  Friday
• 6:27
  and
• 6:29
  the
• 6:29
  spite
• 6:30
  of
• 6:30
  the
• 6:30
  sale
• 6:31
  season,
• 6:32
  which
• 6:32
  is
• 6:32
  a
• 6:32
  bit
• 6:33
  later.
• 6:33
  That's
• 6:34
  true.
• 6:34
  And
• 6:34
  in,
• 6:35
  in
• 6:35
  terms
• 6:35
  of
• 6:35
  fashion.
• 6:37
  Yeah.
• 6:37
  But
• 6:38
  I
• 6:38
  expanded
• 6:38
  it
• 6:38
  to
• 6:39
  from
• 6:39
  two
• 6:39
  to
• 6:40
  four
• 6:40
  days.
• 6:40
  I
• 6:40
  mean
• 6:41
  that's,
• 6:41
  that's
• 6:42
  a
• 6:42
  word.
• 6:42
  Yeah.
• 6:43
  I
• 6:43
  mean
• 6:43
  that's.
• 6:44
  Yeah.
• 6:45
  Making
• 6:46
  this
• 6:46
  a
• 6:47
  lot
• 6:47
  bigger
• 6:47
  than
• 6:48
  it
• 6:48
  was
• 6:48
  like
• 6:48
  prime
• 6:49
  day.
• 6:50
  Yeah.
• 6:50
  Not
• 6:50
  used
• 6:51
  to
• 6:51
  be
• 6:51
  prime
• 6:51
  day.
• 6:52
  Not
• 6:52
  days.
• 6:53
  Yeah,
• 6:53
  yeah.
• 6:53
  Last
• 6:54
  year
• 6:54
  was
• 6:54
  already
• 6:54
  two
• 6:55
  days.
• 6:55
  Yeah,
• 6:55
  it
• 6:55
  was
• 6:55
  already
• 6:55
  two
• 6:56
  days.
• 6:56
  Now
• 6:56
  they
• 6:56
  were
• 6:57
  like
• 6:57
  okay
• 6:57
  for
• 6:57
  it.
• 6:58
  I
• 6:58
  mean
• 6:58
  also
• 6:59
  like
• 6:59
  Black
• 6:59
  week
• 7:00
  is
• 7:00
  also
• 7:00
  black
• 7:00
  weeks
• 7:01
  already,
• 7:01
  right?
• 7:02
  Yes,
• 7:03
  like
• 7:03
  one
• 7:03
  black
• 7:04
  month,
• 7:04
  by
• 7:04
  the
• 7:04
  way.
• 7:05
  Spend
• 7:05
  it.
• 7:05
  Yeah,
• 7:07
  yeah,
• 7:08
  yeah,
• 7:09
  yeah.
• 7:09
  What
• 7:09
  I
• 7:10
  also
• 7:10
  found
• 7:10
  interesting
• 7:12
  regarding
• 7:12
  Amazon
• 7:13
  and
• 7:13
  it
• 7:14
  came
• 7:14
  up
• 7:14
  during
• 7:15
  my
• 7:15
  Prime
• 7:16
  Day
• 7:16
  research
• 7:17
  because
• 7:18
  when
• 7:19
  you
• 7:19
  think
• 7:19
  about
• 7:19
  Prime
• 7:19
  Day,
• 7:20
  you
• 7:20
  always
• 7:20
  have
• 7:20
  to
• 7:20
  think
• 7:21
  about
• 7:21
  fulfillment
• 7:21
  and
• 7:21
  logistics
• 7:22
  and
• 7:22
  stuff.
• 7:22
  And
• 7:24
  there
• 7:24
  Amazon
• 7:24
  has
• 7:25
  already
• 7:25
  always
• 7:26
  been
• 7:26
  very,
• 7:26
  very
• 7:27
  active
• 7:28
  and
• 7:28
  one
• 7:29
  major
• 7:30
  thing
• 7:30
  happened
• 7:31
  and
• 7:31
  that
• 7:31
  is
• 7:31
  Amazon
• 7:32
  Supply
• 7:32
  Chain
• 7:33
  Services.
• 7:33
  That
• 7:34
  is
• 7:34
  Amazon's
• 7:34
  full
• 7:35
  logistic
• 7:35
  network
• 7:36
  where
• 7:37
  they
• 7:37
  offer,
• 7:37
  you
• 7:37
  know,
• 7:37
  freight
• 7:38
  and
• 7:39
  distribution,
• 7:39
  fulfillment,
• 7:40
  parcel
• 7:40
  delivery,
• 7:41
  like
• 7:41
  the
• 7:41
  whole
• 7:41
  package.
• 7:42
  And
• 7:43
  they
• 7:43
  are
• 7:43
  now
• 7:43
  opening
• 7:44
  to
• 7:45
  any
• 7:45
  business.
• 7:46
  So
• 7:46
  not
• 7:46
  just
• 7:46
  marketplace
• 7:47
  sellers,
• 7:47
  not
• 7:48
  just
• 7:48
  retail,
• 7:49
  but
• 7:49
  also
• 7:50
  healthcare
• 7:50
  and
• 7:51
  automotive
• 7:52
  motive
• 7:52
  and
• 7:52
  manufacturing,
• 7:53
  you
• 7:53
  name
• 7:53
  it.
• 7:54
  Everyone
• 7:54
  is
• 7:55
  now
• 7:55
  able
• 7:55
  to
• 7:55
  use
• 7:56
  Amazon's
• 7:56
  huge
• 7:57
  logistic
• 7:58
  network.
• 7:59
  That's
• 7:59
  interesting.
• 8:00
  And
• 8:00
  actually
• 8:01
  that's
• 8:01
  a
• 8:01
  move
• 8:01
  that
• 8:02
  I
• 8:02
  thought
• 8:02
  would
• 8:03
  come
• 8:03
  much
• 8:03
  earlier
• 8:04
  because
• 8:04
  they,
• 8:05
  I
• 8:05
  mean
• 8:05
  they
• 8:05
  have
• 8:06
  their
• 8:06
  own
• 8:06
  airlines
• 8:07
  and
• 8:08
  their
• 8:08
  own
• 8:09
  truckloads
• 8:10
  and
• 8:10
  stuff.
• 8:10
  So
• 8:10
  of
• 8:11
  course
• 8:11
  that
• 8:11
  is
• 8:11
  a
• 8:12
  move
• 8:12
  that.
• 8:13
  Yeah.
• 8:13
  Has
• 8:14
  been
• 8:14
  in
• 8:14
  the
• 8:14
  making
• 8:14
  for
• 8:14
  a
• 8:15
  few
• 8:15
  years,
• 8:15
  I
• 8:15
  guess.
• 8:15
  Yeah.
• 8:16
  I
• 8:16
  mean
• 8:16
  I
• 8:17
  think
• 8:17
  it's
• 8:17
  also
• 8:17
  good
• 8:17
  that
• 8:18
  they
• 8:18
  expanded
• 8:18
  it
• 8:18
  now,
• 8:19
  I
• 8:19
  mean
• 8:20
  at
• 8:20
  least.
• 8:21
  And
• 8:22
  yeah,
• 8:22
  but
• 8:22
  I
• 8:22
  also
• 8:23
  need
• 8:23
  to
• 8:23
  say
• 8:24
  that,
• 8:24
  I
• 8:24
  mean
• 8:24
  automotive
• 8:25
  manufacturing,
• 8:26
  healthcare,
• 8:27
  it's
• 8:27
  really
• 8:27
  a
• 8:28
  different
• 8:29
  game.
• 8:29
  I
• 8:29
  would
• 8:29
  say
• 8:30
  you
• 8:30
  need
• 8:30
  to
• 8:30
  be
• 8:31
  more,
• 8:32
  more
• 8:32
  strict
• 8:32
  and
• 8:34
  be,
• 8:34
  be
• 8:34
  more
• 8:35
  on
• 8:35
  time.
• 8:35
  Imagine
• 8:36
  if
• 8:36
  you
• 8:36
  deliver
• 8:37
  something
• 8:37
  like
• 8:38
  in
• 8:38
  the
• 8:38
  automotive
• 8:39
  industry
• 8:39
  and
• 8:39
  it's
• 8:39
  like
• 8:40
  too
• 8:40
  late
• 8:41
  and
• 8:41
  the
• 8:41
  production
• 8:42
  is
• 8:42
  stopping
• 8:42
  or
• 8:42
  something.
• 8:43
  So
• 8:43
  you
• 8:43
  have
• 8:44
  like
• 8:44
  a
• 8:44
  lot
• 8:44
  of
• 8:44
  like
• 8:45
  more
• 8:45
  and
• 8:45
  different
• 8:45
  risks,
• 8:46
  especially
• 8:47
  also
• 8:47
  for
• 8:47
  healthcare,
• 8:48
  like
• 8:49
  maybe
• 8:49
  some
• 8:50
  products
• 8:50
  who
• 8:50
  need
• 8:50
  to
• 8:51
  be
• 8:51
  in
• 8:51
  fridge
• 8:52
  and
• 8:52
  cooled,
• 8:53
  etc.
• 8:54
  So
• 8:54
  I
• 8:54
  think
• 8:54
  there
• 8:55
  is
• 8:55
  like
• 8:55
  a
• 8:55
  lot
• 8:55
  of
• 8:56
  like
• 8:56
  things
• 8:56
  to
• 8:57
  adjust
• 8:58
  also.
• 8:58
  Like
• 8:58
  maybe
• 8:59
  flammable
• 8:59
  goods,
• 9:00
  etc.
• 9:00
  So
• 9:00
  there
• 9:01
  is
• 9:01
  a
• 9:01
  huge
• 9:02
  bunch
• 9:02
  of.
• 9:03
  Yeah.
• 9:04
  Challenges
• 9:04
  they
• 9:04
  maybe
• 9:05
  need.
• 9:05
  Needed
• 9:06
  to
• 9:06
  be.
• 9:07
  Yeah.
• 9:07
  Ready
• 9:08
  for
• 9:08
  before
• 9:09
  they
• 9:09
  started.
• 9:10
  And
• 9:11
  I
• 9:11
  mean,
• 9:11
  I
• 9:12
  am
• 9:12
  happy
• 9:13
  about
• 9:13
  that
• 9:13
  because
• 9:14
  to
• 9:14
  be
• 9:15
  very
• 9:15
  honest,
• 9:16
  I
• 9:16
  think
• 9:16
  sometimes
• 9:17
  or
• 9:17
  often
• 9:18
  Amazon,
• 9:19
  I
• 9:19
  mean,
• 9:19
  I'm
• 9:20
  living
• 9:20
  in
• 9:21
  Munich,
• 9:21
  Right.
• 9:22
  The
• 9:22
  delivery
• 9:23
  is
• 9:23
  quite
• 9:23
  fast
• 9:24
  with
• 9:24
  Amazon.
• 9:24
  I'm
• 9:25
  often
• 9:25
  like,
• 9:26
  today,
• 9:26
  this
• 9:26
  morning
• 9:28
  I
• 9:28
  ordered
• 9:29
  something
• 9:29
  because
• 9:30
  we
• 9:30
  forgot
• 9:30
  our
• 9:31
  night
• 9:31
  light
• 9:32
  in
• 9:32
  the
• 9:32
  hotel
• 9:34
  for
• 9:34
  the
• 9:34
  baby.
• 9:34
  And
• 9:35
  then
• 9:35
  we
• 9:35
  were
• 9:35
  like,
• 9:35
  where's
• 9:36
  the
• 9:36
  night
• 9:36
  light?
• 9:36
  Yesterday
• 9:37
  when
• 9:37
  we
• 9:37
  packed
• 9:37
  out
• 9:38
  and
• 9:38
  then
• 9:38
  we're
• 9:38
  like,
• 9:39
  we
• 9:39
  forgot
• 9:39
  it.
• 9:40
  Great.
• 9:40
  So
• 9:41
  I
• 9:41
  ordered
• 9:41
  it
• 9:41
  again
• 9:42
  and
• 9:42
  this
• 9:42
  morning
• 9:43
  at
• 9:44
  7:30
• 9:44
  when
• 9:44
  I
• 9:45
  stood
• 9:45
  under
• 9:45
  the
• 9:45
  shower,
• 9:46
  Amazon
• 9:47
  was
• 9:47
  ringing.
• 9:47
  I
• 9:47
  was
• 9:48
  like.
• 9:49
  But
• 9:50
  I
• 9:50
  imagine
• 9:50
  I.
• 9:52
  I
• 9:52
  bought
• 9:52
  it
• 9:53
  yesterday
• 9:53
  night
• 9:53
  at
• 9:54
  9pm
• 9:54
  or
• 9:55
  something
• 9:55
  and
• 9:56
  this
• 9:56
  morning
• 9:56
  at
• 9:57
  7:30
• 9:58
  they
• 9:58
  already
• 9:58
  delivered
• 9:59
  it.
• 9:59
  Yeah,
• 9:59
  they
• 9:59
  are
• 10:00
  crazy
• 10:00
  good.
• 10:00
  Yes,
• 10:01
  they
• 10:01
  are
• 10:01
  crazy
• 10:01
  good.
• 10:01
  And
• 10:02
  DHL
• 10:02
  or
• 10:03
  Ms.
• 10:03
  Or
• 10:04
  whatever
• 10:04
  is
• 10:05
  like
• 10:05
  sometimes
• 10:05
  a
• 10:06
  bit
• 10:06
  more
• 10:06
  difficult
• 10:06
  in
• 10:07
  timing.
• 10:07
  Oopay.
• 10:08
  I
• 10:08
  don't
• 10:08
  even
• 10:09
  want
• 10:09
  to
• 10:09
  start.
• 10:10
  Absolutely.
• 10:11
  Yeah.
• 10:12
  Yeah.
• 10:13
  Okay,
• 10:13
  let's
• 10:13
  move
• 10:14
  on
• 10:14
  to
• 10:14
  our
• 10:14
  next
• 10:14
  big
• 10:15
  news
• 10:15
  item,
• 10:17
  I'd
• 10:17
  say.
• 10:17
  And
• 10:18
  that
• 10:18
  is
• 10:18
  actually
• 10:19
  not
• 10:19
  just
• 10:19
  one
• 10:19
  item,
• 10:20
  but
• 10:20
  several
• 10:20
  because.
• 10:21
  And
• 10:21
  we
• 10:21
  can
• 10:22
  frame
• 10:22
  it
• 10:22
  under.
• 10:24
  The
• 10:24
  EU
• 10:24
  is
• 10:25
  fighting
• 10:25
  back
• 10:25
  against
• 10:26
  the
• 10:26
  Chinese
• 10:27
  players
• 10:27
  because
• 10:27
  we've
• 10:28
  got
• 10:28
  some
• 10:28
  interesting
• 10:29
  stuff
• 10:30
  happening.
• 10:30
  For
• 10:30
  example,
• 10:30
  the
• 10:31
  EU
• 10:31
  find
• 10:32
  Temu
• 10:32
  for
• 10:33
  200
• 10:33
  million
• 10:33
  euros.
• 10:35
  That
• 10:35
  is
• 10:35
  one
• 10:35
  of
• 10:36
  the
• 10:36
  first
• 10:36
  major
• 10:37
  enforcements
• 10:38
  of
• 10:38
  the
• 10:38
  Digital
• 10:38
  Services
• 10:39
  act.
• 10:40
  And
• 10:40
  they
• 10:40
  were
• 10:41
  fining
• 10:41
  them
• 10:42
  for
• 10:42
  systematic
• 10:43
  risk
• 10:43
  underestimation
• 10:44
  and
• 10:44
  tolerance
• 10:45
  of
• 10:45
  potentially
• 10:46
  addictive
• 10:46
  design
• 10:47
  mechanisms.
• 10:48
  All
• 10:48
  that
• 10:48
  things
• 10:48
  that
• 10:49
  have
• 10:49
  been,
• 10:50
  you
• 10:50
  know,
• 10:50
  reported
• 10:51
  through
• 10:52
  the
• 10:52
  Digital
• 10:52
  Services
• 10:53
  act
• 10:53
  over
• 10:53
  the
• 10:53
  last
• 10:53
  two
• 10:54
  years
• 10:54
  and
• 10:54
  now
• 10:54
  they
• 10:54
  have
• 10:55
  fined
• 10:55
  them
• 10:55
  for
• 10:56
  it
• 10:56
  and
• 10:56
  quite
• 10:56
  big.
• 10:57
  And
• 10:58
  talking
• 10:58
  about
• 10:58
  fines,
• 10:59
  France
• 11:00
  has
• 11:00
  also
• 11:01
  hit
• 11:01
  she
• 11:01
  in
• 11:02
  with
• 11:02
  a
• 11:02
  new
• 11:02
  fine
• 11:04
  for
• 11:04
  just
• 11:05
  22.4
• 11:06
  million
• 11:07
  euros.
• 11:07
  But
• 11:08
  still,
• 11:08
  it's
• 11:08
  not
• 11:08
  the
• 11:09
  first
• 11:10
  fine
• 11:10
  that
• 11:10
  they
• 11:10
  hit
• 11:10
  Shein
• 11:11
  with.
• 11:12
  They
• 11:12
  are
• 11:12
  really
• 11:12
  going
• 11:13
  after
• 11:13
  them
• 11:14
  there.
• 11:15
  Of
• 11:15
  course
• 11:15
  Sheen's
• 11:16
  not
• 11:16
  happy
• 11:16
  calling
• 11:17
  it
• 11:17
  disproportionate,
• 11:18
  but
• 11:18
  yeah,
• 11:19
  whatever.
• 11:20
  So
• 11:21
  there's
• 11:21
  just,
• 11:22
  there's
• 11:22
  lots
• 11:22
  of
• 11:22
  things
• 11:23
  happening
• 11:23
  at
• 11:23
  the
• 11:23
  moment.
• 11:24
  And
• 11:24
  what
• 11:24
  I
• 11:25
  thought
• 11:25
  about
• 11:25
  that
• 11:26
  when
• 11:26
  I
• 11:26
  amassed
• 11:27
  all
• 11:27
  these
• 11:27
  news.
• 11:28
  I
• 11:28
  was
• 11:28
  thinking
• 11:29
  back
• 11:29
  to
• 11:29
  many
• 11:30
  conversations
• 11:30
  that
• 11:31
  we
• 11:31
  had
• 11:31
  with
• 11:32
  sellers
• 11:32
  and
• 11:32
  people
• 11:32
  from
• 11:33
  the
• 11:33
  E
• 11:33
  commerce
• 11:33
  space
• 11:34
  who
• 11:34
  always
• 11:34
  said,
• 11:34
  yeah,
• 11:35
  you
• 11:35
  can't
• 11:35
  rely
• 11:36
  on
• 11:37
  political
• 11:38
  activities
• 11:39
  against
• 11:39
  Timur
• 11:40
  and
• 11:40
  Shein
• 11:41
  and
• 11:41
  stuff
• 11:42
  because,
• 11:42
  you
• 11:43
  know,
• 11:43
  regulations
• 11:44
  will
• 11:44
  never
• 11:44
  be
• 11:44
  able
• 11:45
  to
• 11:45
  really
• 11:45
  help
• 11:45
  you
• 11:46
  fight
• 11:46
  those
• 11:47
  new
• 11:47
  players.
• 11:48
  Were
• 11:48
  they
• 11:49
  wrong?
• 11:49
  Is
• 11:50
  regulation
• 11:50
  now
• 11:51
  finally
• 11:51
  kicking
• 11:51
  in?
• 11:52
  So
• 11:52
  I
• 11:53
  hope
• 11:53
  so.
• 11:55
  To
• 11:55
  be
• 11:56
  very
• 11:56
  honest.
• 11:57
  I
• 11:57
  think
• 11:57
  like
• 11:58
  that
• 11:58
  the
• 11:58
  EU
• 11:58
  finds
• 11:59
  Timu
• 11:59
  is
• 12:00
  like
• 12:01
  overdue.
• 12:02
  Mm.
• 12:03
  Because
• 12:03
  I
• 12:03
  mean,
• 12:04
  yeah,
• 12:05
  there
• 12:05
  happens
• 12:06
  like
• 12:06
  so
• 12:06
  many
• 12:06
  different
• 12:07
  things
• 12:07
  in
• 12:07
  terms
• 12:08
  of,
• 12:08
  like,
• 12:08
  also
• 12:09
  illegal
• 12:10
  products,
• 12:12
  product
• 12:12
  safety,
• 12:13
  etc.
• 12:14
  So.
• 12:16
  So
• 12:16
  I
• 12:16
  think
• 12:16
  it's
• 12:17
  good,
• 12:17
  but.
• 12:18
  And
• 12:18
  I
• 12:18
  hope
• 12:19
  it
• 12:19
  helps.
• 12:19
  Right.
• 12:19
  So
• 12:20
  not
• 12:20
  that
• 12:20
  they
• 12:20
  just
• 12:21
  think,
• 12:21
  like,
• 12:21
  okay,
• 12:21
  yeah,
• 12:22
  we
• 12:22
  just
• 12:22
  price
• 12:22
  it
• 12:23
  in
• 12:23
  and
• 12:23
  we
• 12:24
  don't
• 12:24
  care
• 12:24
  about
• 12:24
  it.
• 12:25
  Let's
• 12:25
  go
• 12:25
  further,
• 12:25
  like
• 12:25
  we
• 12:26
  did
• 12:26
  in
• 12:26
  the
• 12:26
  past.
• 12:27
  So
• 12:27
  hopefully
• 12:27
  they
• 12:27
  are
• 12:28
  changing
• 12:28
  off
• 12:28
  some
• 12:29
  things.
• 12:31
  You
• 12:31
  also
• 12:32
  said
• 12:34
  they
• 12:34
  also
• 12:34
  had,
• 12:35
  like,
• 12:35
  the
• 12:35
  thing
• 12:35
  of,
• 12:36
  like,
• 12:36
  tolerance
• 12:36
  of
• 12:36
  potentially
• 12:37
  addictive
• 12:37
  design
• 12:38
  mechanics.
• 12:38
  I
• 12:39
  cannot
• 12:39
  imagine
• 12:39
  what
• 12:40
  that
• 12:40
  is.
• 12:42
  So
• 12:42
  I
• 12:42
  think
• 12:43
  that
• 12:43
  they
• 12:43
  will
• 12:43
  also.
• 12:44
  Some
• 12:44
  things
• 12:44
  won't
• 12:45
  change.
• 12:45
  I
• 12:46
  hope
• 12:46
  that
• 12:46
  something
• 12:47
  changed,
• 12:47
  like,
• 12:48
  as
• 12:49
  I
• 12:49
  said,
• 12:51
  the
• 12:51
  safety
• 12:52
  things,
• 12:54
  the
• 12:54
  illegal
• 12:55
  products,
• 12:55
  etc.
• 12:56
  But
• 12:56
  some
• 12:56
  things
• 12:57
  that's
• 12:57
  like
• 12:57
  just
• 12:58
  their
• 12:58
  business
• 12:58
  model,
• 12:58
  how
• 12:59
  they
• 12:59
  work.
• 12:59
  Right.
• 12:59
  And
• 13:00
  how
• 13:00
  they
• 13:00
  attract
• 13:01
  and
• 13:02
  connect
• 13:02
  and
• 13:03
  stay
• 13:03
  with
• 13:03
  their
• 13:03
  customers
• 13:04
  and.
• 13:06
  Yeah,
• 13:08
  but
• 13:08
  I
• 13:09
  also
• 13:09
  think
• 13:09
  it's
• 13:10
  quite
• 13:10
  a
• 13:10
  bit
• 13:10
  funny
• 13:11
  that
• 13:12
  Sheen
• 13:12
  and
• 13:13
  Timo
• 13:13
  are
• 13:13
  also,
• 13:14
  like,
• 13:15
  excusing
• 13:17
  each
• 13:17
  other.
• 13:18
  Yeah.
• 13:18
  They're
• 13:19
  all
• 13:19
  always
• 13:20
  dragging
• 13:20
  each
• 13:20
  other
• 13:21
  in
• 13:21
  front
• 13:21
  of
• 13:21
  the
• 13:21
  courts.
• 13:21
  Yeah,
• 13:22
  absolutely.
• 13:23
  And
• 13:23
  like,
• 13:23
  yeah,
• 13:24
  you
• 13:24
  are
• 13:24
  much
• 13:25
  worse
• 13:25
  than
• 13:25
  I
• 13:25
  am.
• 13:26
  No,
• 13:26
  I'm
• 13:26
  finding
• 13:27
  you
• 13:27
  for
• 13:27
  whatever.
• 13:28
  But
• 13:28
  you
• 13:28
  are
• 13:28
  doing
• 13:28
  this.
• 13:29
  No,
• 13:29
  but
• 13:29
  you
• 13:29
  are
• 13:30
  doing
• 13:30
  this.
• 13:30
  It's
• 13:30
  like
• 13:30
  something
• 13:31
  like
• 13:31
  that,
• 13:31
  right?
• 13:32
  Yeah.
• 13:32
  So
• 13:33
  expensive.
• 13:35
  That's.
• 13:35
  That's
• 13:35
  absolutely
• 13:36
  expensive.
• 13:36
  Legal
• 13:37
  dispute
• 13:37
  that
• 13:38
  they
• 13:38
  are
• 13:38
  going
• 13:38
  on
• 13:38
  about
• 13:39
  and.
• 13:39
  Yeah,
• 13:40
  maybe
• 13:40
  that
• 13:40
  would
• 13:41
  be.
• 13:41
  Even.
• 13:41
  Could
• 13:42
  be
• 13:42
  the
• 13:42
  solution.
• 13:42
  You
• 13:43
  know,
• 13:43
  those
• 13:43
  two
• 13:44
  just
• 13:44
  fighting
• 13:45
  against.
• 13:46
  Themselves
• 13:46
  in
• 13:46
  the
• 13:47
  eu.
• 13:47
  Yeah.
• 13:48
  And
• 13:48
  what
• 13:48
  do
• 13:48
  you
• 13:49
  think
• 13:49
  about
• 13:49
  it,
• 13:49
  Ingrid?
• 13:50
  Well,
• 13:51
  I.
• 13:52
  I
• 13:53
  have
• 13:54
  not
• 13:54
  been
• 13:55
  one
• 13:55
  of
• 13:55
  the
• 13:55
  crowd
• 13:56
  who
• 13:56
  says
• 13:56
  that,
• 13:57
  you
• 13:57
  know,
• 13:57
  regulation
• 13:58
  and
• 13:59
  EU
• 13:59
  bureaucracy
• 14:00
  is
• 14:01
  something
• 14:01
  of
• 14:01
  a,
• 14:02
  I
• 14:02
  don't
• 14:02
  know,
• 14:02
  a
• 14:02
  lame
• 14:03
  duck.
• 14:03
  I
• 14:03
  think
• 14:04
  it
• 14:04
  really
• 14:05
  can
• 14:05
  hit.
• 14:05
  It
• 14:06
  really
• 14:06
  can
• 14:09
  create
• 14:09
  a
• 14:09
  market
• 14:10
  in
• 14:10
  which
• 14:10
  we
• 14:11
  are
• 14:11
  all
• 14:11
  retailers
• 14:12
  are
• 14:12
  created
• 14:13
  equal
• 14:13
  in
• 14:13
  a
• 14:13
  way.
• 14:14
  But
• 14:15
  the
• 14:15
  problem
• 14:15
  is
• 14:16
  always
• 14:16
  that
• 14:16
  it
• 14:17
  moves
• 14:17
  very
• 14:17
  slowly.
• 14:18
  It
• 14:18
  moves
• 14:19
  very,
• 14:19
  very
• 14:19
  slowly.
• 14:20
  It
• 14:20
  takes
• 14:20
  a
• 14:20
  long,
• 14:21
  A
• 14:21
  lot
• 14:21
  of
• 14:21
  time
• 14:22
  for
• 14:22
  all
• 14:22
  these
• 14:22
  investigations
• 14:23
  to
• 14:23
  go
• 14:24
  through
• 14:25
  and
• 14:25
  then
• 14:25
  to
• 14:25
  put
• 14:26
  that
• 14:26
  into
• 14:26
  investigations
• 14:27
  into
• 14:27
  action,
• 14:27
  it
• 14:28
  takes
• 14:28
  another
• 14:28
  while
• 14:29
  and
• 14:29
  a
• 14:29
  while
• 14:29
  and
• 14:29
  a
• 14:30
  while.
• 14:30
  And
• 14:31
  they
• 14:32
  have.
• 14:33
  If
• 14:33
  you
• 14:33
  look
• 14:33
  at
• 14:34
  what
• 14:34
  the
• 14:34
  EU
• 14:35
  has
• 14:35
  done
• 14:35
  to
• 14:36
  Amazon,
• 14:36
  in
• 14:37
  a
• 14:37
  way,
• 14:38
  because,
• 14:39
  of
• 14:39
  course,
• 14:39
  Amazon
• 14:40
  is
• 14:40
  the
• 14:40
  major
• 14:41
  player
• 14:41
  in
• 14:42
  the
• 14:42
  EU
• 14:43
  and
• 14:43
  the
• 14:43
  EU
• 14:44
  regulations
• 14:44
  couldn't
• 14:45
  stop
• 14:45
  that.
• 14:46
  But
• 14:46
  they
• 14:46
  have
• 14:47
  created
• 14:47
  a
• 14:48
  marketplace
• 14:49
  in
• 14:49
  which
• 14:50
  EU
• 14:51
  retailers
• 14:51
  can
• 14:52
  compete
• 14:53
  on
• 14:53
  an
• 14:54
  equal
• 14:54
  level,
• 14:55
  mostly.
• 14:56
  And
• 14:57
  they
• 14:57
  have
• 14:57
  regulated
• 14:58
  against,
• 14:58
  for
• 14:59
  example,
• 14:59
  Amazon
• 15:00
  kicking
• 15:00
  off
• 15:00
  people
• 15:01
  from
• 15:01
  the
• 15:01
  marketplace
• 15:02
  without
• 15:02
  any
• 15:02
  reason
• 15:04
  and
• 15:04
  stuff
• 15:04
  like
• 15:04
  that.
• 15:05
  So
• 15:05
  it
• 15:05
  has
• 15:06
  worked.
• 15:06
  And
• 15:06
  I
• 15:07
  think
• 15:07
  it
• 15:07
  can
• 15:07
  work
• 15:08
  in
• 15:08
  a
• 15:08
  way
• 15:09
  to
• 15:09
  regulate
• 15:10
  Temu
• 15:10
  and
• 15:10
  Shi'
• 15:11
  in
• 15:11
  as
• 15:11
  well.
• 15:11
  I
• 15:12
  don't
• 15:12
  think
• 15:12
  the
• 15:13
  EU
• 15:13
  will
• 15:13
  be
• 15:13
  able
• 15:13
  to
• 15:14
  push
• 15:14
  Shi
• 15:14
  in
• 15:14
  and
• 15:15
  Temu
• 15:15
  out
• 15:15
  of
• 15:16
  the
• 15:16
  European.
• 15:17
  No,
• 15:17
  but
• 15:17
  that's
• 15:17
  also
• 15:17
  not
• 15:18
  the
• 15:18
  idea.
• 15:18
  Right.
• 15:18
  That's
• 15:19
  not
• 15:19
  the
• 15:19
  idea.
• 15:19
  But
• 15:20
  the
• 15:20
  idea
• 15:20
  is
• 15:20
  to
• 15:21
  create
• 15:21
  an
• 15:21
  equal
• 15:22
  playing
• 15:22
  ground
• 15:22
  and
• 15:23
  I
• 15:23
  think
• 15:23
  they
• 15:23
  can
• 15:24
  absolutely
• 15:24
  do
• 15:24
  that.
• 15:24
  It
• 15:25
  will
• 15:25
  just
• 15:25
  take
• 15:25
  a
• 15:25
  bit
• 15:26
  more
• 15:26
  time
• 15:26
  and
• 15:27
  more
• 15:27
  and
• 15:27
  more
• 15:27
  time
• 15:28
  because
• 15:28
  bureaucracy
• 15:29
  is
• 15:29
  moving
• 15:29
  slowly.
• 15:30
  But
• 15:31
  I
• 15:31
  think
• 15:32
  that
• 15:32
  these
• 15:32
  fines
• 15:32
  are
• 15:33
  a
• 15:33
  good
• 15:33
  sign
• 15:33
  that
• 15:34
  things
• 15:34
  are
• 15:34
  on
• 15:35
  the
• 15:35
  move
• 15:36
  and
• 15:36
  it
• 15:37
  is
• 15:37
  okay
• 15:38
  if
• 15:38
  we
• 15:38
  keep
• 15:39
  some
• 15:39
  trust
• 15:40
  in
• 15:40
  these
• 15:41
  organizations.
• 15:42
  Yeah,
• 15:42
  yeah.
• 15:42
  So
• 15:43
  that
• 15:43
  would
• 15:43
  be
• 15:43
  my
• 15:43
  take.
• 15:44
  Yeah.
• 15:45
  Talking
• 15:45
  about
• 15:46
  regulations
• 15:47
  and
• 15:47
  what
• 15:47
  the
• 15:48
  EU
• 15:48
  is
• 15:48
  doing.
• 15:48
  The
• 15:49
  EU
• 15:49
  is
• 15:49
  also
• 15:50
  not
• 15:50
  happy
• 15:50
  with
• 15:51
  one
• 15:51
  of
• 15:51
  the
• 15:51
  biggest
• 15:53
  takeover
• 15:54
  plans
• 15:54
  that
• 15:54
  have
• 15:55
  been
• 15:55
  emerging
• 15:55
  in
• 15:55
  the
• 15:56
  last
• 15:56
  half
• 15:56
  year
• 15:56
  and
• 15:56
  that
• 15:57
  is
• 15:57
  JD.com,
• 15:58
  who
• 15:59
  wanted
• 15:59
  to
• 15:59
  take
• 15:59
  over
• 16:00
  the
• 16:00
  economy.
• 16:01
  You
• 16:01
  might
• 16:02
  remember
• 16:02
  sometime,
• 16:03
  I
• 16:03
  think
• 16:03
  in
• 16:03
  March
• 16:05
  things
• 16:06
  were
• 16:06
  actually
• 16:06
  going
• 16:07
  quite
• 16:07
  well
• 16:07
  for
• 16:07
  JD
• 16:08
  and
• 16:08
  the
• 16:08
  economy
• 16:09
  is
• 16:09
  economy
• 16:10
  deal.
• 16:10
  And
• 16:10
  then
• 16:11
  Austria
• 16:11
  of
• 16:12
  all
• 16:12
  countries
• 16:12
  said
• 16:13
  no,
• 16:13
  we're
• 16:13
  not
• 16:14
  going
• 16:14
  with
• 16:15
  this.
• 16:15
  We
• 16:16
  don't
• 16:16
  want
• 16:16
  them
• 16:16
  to
• 16:17
  go
• 16:17
  through
• 16:17
  with
• 16:17
  this
• 16:18
  takeover.
• 16:18
  We
• 16:19
  don't
• 16:19
  think
• 16:19
  that
• 16:19
  this
• 16:19
  is
• 16:19
  a
• 16:20
  good
• 16:20
  idea.
• 16:20
  And
• 16:21
  then
• 16:21
  the
• 16:21
  EU
• 16:22
  opened
• 16:22
  investigations
• 16:23
  as
• 16:23
  well
• 16:24
  and
• 16:24
  is
• 16:25
  now
• 16:25
  looking
• 16:25
  into
• 16:25
  the
• 16:25
  deal
• 16:26
  and
• 16:26
  who
• 16:26
  knows
• 16:27
  at
• 16:27
  the
• 16:27
  moment
• 16:28
  it
• 16:28
  is
• 16:28
  still
• 16:28
  under
• 16:29
  consideration.
• 16:30
  Could
• 16:30
  take
• 16:31
  as
• 16:31
  I
• 16:31
  said
• 16:31
  a
• 16:32
  while
• 16:32
  before
• 16:33
  things
• 16:33
  are
• 16:34
  going
• 16:35
  their
• 16:35
  ways.
• 16:36
  But
• 16:36
  JD.com
• 16:37
  doesn't
• 16:38
  seem
• 16:38
  to
• 16:38
  be
• 16:39
  in
• 16:40
  any
• 16:40
  problems
• 16:41
  with
• 16:41
  this
• 16:41
  because
• 16:42
  they
• 16:42
  are
• 16:42
  now
• 16:42
  looking
• 16:43
  for
• 16:43
  new
• 16:44
  ways
• 16:44
  to
• 16:45
  get
• 16:45
  a
• 16:45
  foot
• 16:45
  in
• 16:45
  the
• 16:46
  door
• 16:46
  and
• 16:46
  they're
• 16:46
  now
• 16:47
  looking
• 16:47
  to
• 16:47
  take
• 16:48
  over
• 16:48
  the
• 16:48
  very
• 16:49
  group
• 16:49
  which
• 16:50
  is
• 16:50
  a
• 16:50
  UK
• 16:52
  fashion
• 16:53
  and
• 16:54
  department
• 16:54
  store.
• 16:56
  So
• 16:57
  JD.com
• 16:58
  we
• 16:59
  have
• 16:59
  been
• 16:59
  talking
• 16:59
  about
• 17:00
  them
• 17:00
  back
• 17:01
  last
• 17:01
  year.
• 17:04
  We
• 17:05
  already
• 17:05
  thought
• 17:05
  about
• 17:06
  Kikonomy.
• 17:07
  Maybe
• 17:07
  we
• 17:08
  need
• 17:08
  to
• 17:08
  add
• 17:08
  that
• 17:09
  Kikonomy
• 17:10
  is
• 17:10
  also
• 17:10
  the
• 17:10
  company
• 17:10
  company
• 17:11
  from
• 17:11
  who
• 17:11
  owns
• 17:12
  media.
• 17:12
  Mark
• 17:12
  Zatron.
• 17:13
  Yes.
• 17:13
  Yeah.
• 17:14
  And
• 17:14
  to
• 17:14
  like
• 17:14
  relate
• 17:15
  to
• 17:15
  that
• 17:15
  one.
• 17:16
  And
• 17:17
  that's
• 17:17
  the
• 17:17
  reason
• 17:18
  why.
• 17:18
  Or
• 17:19
  the
• 17:19
  background
• 17:19
  is
• 17:20
  also
• 17:20
  that
• 17:20
  the
• 17:20
  EU
• 17:20
  is
• 17:21
  asking
• 17:21
  like
• 17:21
  who
• 17:21
  owns
• 17:22
  the
• 17:22
  retail
• 17:23
  business
• 17:23
  then.
• 17:23
  Right.
• 17:23
  Because
• 17:24
  what
• 17:24
  we
• 17:24
  also
• 17:25
  or
• 17:25
  I
• 17:25
  heard
• 17:26
  was
• 17:26
  that
• 17:27
  there
• 17:28
  is
• 17:28
  like
• 17:28
  a
• 17:28
  bit
• 17:28
  of
• 17:29
  the
• 17:30
  EU
• 17:31
  being
• 17:31
  afraid
• 17:31
  like
• 17:31
  who
• 17:32
  owns
• 17:32
  the
• 17:32
  retail.
• 17:33
  Which
• 17:33
  brands
• 17:33
  are
• 17:33
  then
• 17:34
  in
• 17:34
  the
• 17:35
  your
• 17:35
  retail
• 17:35
  stores?
• 17:36
  Are
• 17:36
  they
• 17:36
  mainly
• 17:37
  Chinese
• 17:38
  brands
• 17:38
  etc.
• 17:39
  Will
• 17:39
  the
• 17:40
  EU
• 17:40
  brands
• 17:41
  like
• 17:41
  slowly
• 17:42
  moved
• 17:42
  out
• 17:43
  etc
• 17:43
  so.
• 17:44
  And
• 17:44
  phased
• 17:45
  out.
• 17:45
  So
• 17:46
  there's
• 17:46
  like
• 17:46
  this
• 17:48
  big
• 17:48
  question
• 17:49
  mark
• 17:50
  on
• 17:50
  that
• 17:50
  one
• 17:51
  hand
• 17:51
  side
• 17:52
  and
• 17:52
  I
• 17:53
  mean,
• 17:53
  yeah,
• 17:53
  if
• 17:53
  they
• 17:53
  now
• 17:54
  go
• 17:54
  for
• 17:54
  the
• 17:54
  Vari
• 17:55
  Group,
• 17:55
  that's
• 17:55
  not
• 17:55
  EU
• 17:56
  regulations
• 17:56
  anymore.
• 17:58
  So
• 17:58
  that's
• 17:58
  the
• 17:58
  reason
• 17:59
  why
• 17:59
  they
• 17:59
  can
• 17:59
  like
• 18:00
  go
• 18:01
  both
• 18:01
  ways
• 18:01
  at
• 18:02
  the
• 18:02
  same
• 18:02
  time.
• 18:02
  I
• 18:02
  would
• 18:02
  say.
• 18:03
  Yeah,
• 18:03
  it
• 18:03
  might
• 18:03
  move
• 18:03
  a
• 18:04
  lot
• 18:04
  faster
• 18:04
  actually.
• 18:05
  Yeah.
• 18:06
  Because
• 18:06
  there's
• 18:07
  less
• 18:07
  bureaucracy
• 18:08
  behind
• 18:09
  this.
• 18:09
  And
• 18:10
  I
• 18:10
  mean
• 18:10
  to
• 18:10
  be
• 18:10
  very
• 18:10
  honest
• 18:11
  they
• 18:11
  were
• 18:11
  almost
• 18:13
  gone
• 18:13
  through
• 18:14
  with
• 18:14
  the
• 18:14
  economy
• 18:15
  deal
• 18:15
  already
• 18:16
  because
• 18:16
  everyone
• 18:17
  said
• 18:17
  yeah,
• 18:18
  it's
• 18:18
  fine,
• 18:19
  especially
• 18:19
  Germany,
• 18:20
  go
• 18:20
  ahead
• 18:20
  la
• 18:21
  la.
• 18:21
  And
• 18:21
  then
• 18:21
  The
• 18:22
  Austrians
• 18:22
  said
• 18:22
  no.
• 18:23
  And
• 18:23
  then
• 18:23
  you
• 18:24
  say
• 18:24
  like
• 18:24
  nah.
• 18:24
  Okay,
• 18:25
  well
• 18:25
  actually
• 18:25
  they
• 18:25
  have
• 18:26
  quite
• 18:26
  a
• 18:26
  bit.
• 18:26
  Yeah,
• 18:28
  it
• 18:28
  was
• 18:28
  almost
• 18:28
  really
• 18:29
  gone
• 18:29
  through.
• 18:29
  We
• 18:29
  were
• 18:30
  also
• 18:30
  like.
• 18:31
  We
• 18:31
  also
• 18:31
  thought
• 18:32
  like
• 18:32
  it's
• 18:32
  like
• 18:32
  already
• 18:33
  done,
• 18:33
  right.
• 18:34
  Because
• 18:34
  we
• 18:34
  also
• 18:35
  worked
• 18:36
  a
• 18:36
  lot
• 18:36
  with
• 18:36
  media
• 18:36
  mazzat
• 18:37
  together
• 18:38
  last
• 18:38
  year
• 18:38
  and
• 18:39
  we
• 18:39
  were
• 18:39
  also
• 18:39
  like,
• 18:40
  yeah,
• 18:40
  okay,
• 18:40
  okay,
• 18:41
  let's
• 18:41
  wait
• 18:41
  till
• 18:42
  this
• 18:42
  deal
• 18:42
  is
• 18:42
  over.
• 18:42
  And
• 18:43
  we
• 18:43
  are
• 18:43
  also
• 18:44
  waiting
• 18:44
  and
• 18:45
  it's.
• 18:45
  Like,
• 18:45
  yeah,
• 18:46
  not
• 18:46
  happening
• 18:47
  so
• 18:47
  fast.
• 18:47
  What's
• 18:48
  happening.
• 18:48
  Actually
• 18:49
  I
• 18:49
  have
• 18:49
  to
• 18:49
  say
• 18:49
  I
• 18:49
  understand
• 18:51
  the
• 18:51
  reasons
• 18:52
  behind
• 18:52
  Austria
• 18:53
  putting
• 18:53
  a
• 18:53
  hold
• 18:54
  to
• 18:54
  this
• 18:54
  because
• 18:55
  yeah,
• 18:55
  it
• 18:56
  is
• 18:56
  a
• 18:56
  big
• 18:56
  deal
• 18:57
  and
• 18:57
  this
• 18:58
  economy
• 18:58
  is
• 18:58
  one
• 18:58
  of
• 18:58
  the
• 18:59
  largest
• 19:00
  players,
• 19:01
  retail
• 19:01
  players
• 19:02
  that
• 19:02
  is
• 19:02
  EU
• 19:03
  based
• 19:03
  and
• 19:04
  originating
• 19:04
  from
• 19:05
  the
• 19:05
  EU
• 19:06
  and
• 19:06
  it
• 19:06
  should
• 19:06
  be
• 19:07
  protected
• 19:08
  I
• 19:08
  think,
• 19:09
  if
• 19:09
  it's
• 19:09
  possible.
• 19:10
  So
• 19:10
  I
• 19:10
  think
• 19:10
  it's
• 19:10
  good
• 19:11
  that
• 19:11
  they're
• 19:11
  looking
• 19:12
  more
• 19:12
  closely
• 19:12
  into
• 19:13
  this.
• 19:14
  Yeah.
• 19:14
  Okay.
• 19:16
  I
• 19:16
  guess
• 19:16
  next
• 19:17
  let's
• 19:17
  have
• 19:17
  a
• 19:17
  look
• 19:17
  at
• 19:18
  what
• 19:18
  is
• 19:18
  happening
• 19:18
  in
• 19:18
  the
• 19:19
  AI
• 19:19
  shopping
• 19:20
  space.
• 19:20
  Because
• 19:21
  of
• 19:21
  course
• 19:22
  that
• 19:22
  would
• 19:22
  be
• 19:22
  a
• 19:23
  whole
• 19:23
  different
• 19:24
  podcast,
• 19:25
  maybe
• 19:25
  even
• 19:25
  a
• 19:26
  whole
• 19:26
  series
• 19:26
  if
• 19:26
  we
• 19:27
  need
• 19:27
  to
• 19:27
  keep
• 19:28
  up
• 19:28
  on
• 19:28
  that.
• 19:28
  Maybe
• 19:29
  we
• 19:29
  need
• 19:29
  to
• 19:29
  add
• 19:29
  that
• 19:29
  we
• 19:30
  wrote
• 19:30
  a
• 19:30
  blog
• 19:30
  post
• 19:30
  also
• 19:31
  about
• 19:31
  it
• 19:31
  on
• 19:31
  marketplace
• 19:32
  universe.com
• 19:33
  and
• 19:33
  we
• 19:33
  send
• 19:34
  you
• 19:34
  the
• 19:34
  link
• 19:34
  also
• 19:34
  in
• 19:34
  the
• 19:35
  show
• 19:35
  notes
• 19:35
  to
• 19:36
  read
• 19:36
  a
• 19:36
  bit
• 19:36
  longer
• 19:37
  about
• 19:37
  it
• 19:37
  because.
• 19:37
  So
• 19:37
  it's
• 19:38
  like
• 19:38
  10
• 19:38
  minutes
• 19:39
  reading
• 19:39
  time
• 19:39
  or
• 19:39
  something.
• 19:40
  Yes.
• 19:41
  And
• 19:41
  it
• 19:42
  is
• 19:42
  just
• 19:42
  what
• 19:42
  has
• 19:43
  been
• 19:43
  happening
• 19:43
  lately
• 19:44
  because
• 19:44
  we
• 19:44
  stumbled
• 19:45
  across
• 19:45
  on
• 19:45
  my
• 19:45
  speakers,
• 19:47
  it's
• 19:47
  really
• 19:48
  hard
• 19:48
  to
• 19:48
  keep
• 19:48
  up.
• 19:49
  I
• 19:49
  actually
• 19:50
  have
• 19:50
  a
• 19:50
  newsletter
• 19:51
  that
• 19:51
  is
• 19:52
  done
• 19:52
  by
• 19:53
  some
• 19:53
  people
• 19:54
  from
• 19:54
  Snox
• 19:55
  interestingly
• 19:56
  enough
• 19:56
  because
• 19:56
  they
• 19:57
  keep
• 19:57
  track
• 19:57
  on
• 19:58
  what
• 19:58
  is
• 19:58
  happening
• 19:58
  in
• 19:58
  the
• 19:58
  agentic
• 19:59
  space.
• 20:00
  I
• 20:00
  would
• 20:00
  actually
• 20:01
  recommend
• 20:01
  because
• 20:01
  they
• 20:01
  look
• 20:02
  at
• 20:02
  all
• 20:02
  different
• 20:04
  areas
• 20:04
  that
• 20:04
  you
• 20:05
  know,
• 20:05
  the
• 20:05
  different
• 20:05
  companies
• 20:06
  that
• 20:06
  are
• 20:07
  making
• 20:07
  a
• 20:07
  footprint
• 20:07
  here
• 20:08
  and
• 20:08
  it's.
• 20:09
  It
• 20:09
  is
• 20:09
  helpful
• 20:10
  to
• 20:10
  keep
• 20:10
  track
• 20:10
  on
• 20:11
  what
• 20:11
  is
• 20:11
  happening.
• 20:12
  But
• 20:12
  yeah,
• 20:13
  to
• 20:13
  give
• 20:13
  you
• 20:13
  a
• 20:13
  small
• 20:13
  rundown
• 20:14
  on
• 20:14
  what
• 20:14
  is
• 20:14
  interesting
• 20:15
  for
• 20:15
  our
• 20:15
  space
• 20:17
  there
• 20:17
  would
• 20:17
  be
• 20:19
  Google
• 20:19
  Universal
• 20:20
  Card
• 20:20
  I
• 20:20
  guess
• 20:20
  is
• 20:21
  the
• 20:21
  main
• 20:22
  point
• 20:22
  here.
• 20:22
  That
• 20:23
  is
• 20:23
  a
• 20:23
  new
• 20:23
  AI
• 20:24
  powered
• 20:24
  infrastructure
• 20:26
  that
• 20:26
  is
• 20:26
  able
• 20:27
  to
• 20:27
  move
• 20:27
  checkout
• 20:28
  to
• 20:28
  the
• 20:28
  start
• 20:29
  of
• 20:29
  the
• 20:29
  journey.
• 20:29
  So
• 20:30
  you're
• 20:30
  searching
• 20:31
  prices
• 20:32
  and
• 20:33
  it
• 20:33
  can
• 20:33
  check
• 20:34
  availability
• 20:34
  for
• 20:35
  you
• 20:35
  and
• 20:35
  it
• 20:36
  can
• 20:36
  apply
• 20:36
  at
• 20:36
  discounts
• 20:37
  and
• 20:38
  it
• 20:38
  operates
• 20:38
  across
• 20:39
  search,
• 20:39
  YouTube,
• 20:40
  Gmail,
• 20:41
  Gemini,
• 20:41
  wherever.
• 20:42
  So
• 20:43
  you
• 20:43
  can
• 20:43
  basically
• 20:44
  send
• 20:44
  out
• 20:45
  Google
• 20:45
  and
• 20:45
  tell
• 20:46
  Google
• 20:46
  I
• 20:47
  want
• 20:47
  to
• 20:47
  buy
• 20:47
  XYZ
• 20:49
  and
• 20:49
  then
• 20:49
  it
• 20:49
  goes
• 20:50
  ahead
• 20:50
  and
• 20:50
  does
• 20:50
  that.
• 20:51
  In
• 20:51
  theory
• 20:51
  I
• 20:52
  haven't
• 20:52
  tried
• 20:52
  it
• 20:52
  out.
• 20:53
  I
• 20:53
  have
• 20:54
  no
• 20:54
  idea
• 20:54
  how
• 20:55
  that,
• 20:55
  how
• 20:55
  good
• 20:55
  it
• 20:55
  is
• 20:56
  and
• 20:56
  how
• 20:56
  well
• 20:56
  it
• 20:57
  works
• 20:57
  already.
• 20:57
  But
• 20:57
  this
• 20:57
  is
• 20:58
  where
• 20:58
  the
• 20:58
  direction
• 20:59
  that
• 20:59
  they
• 20:59
  are
• 20:59
  going
• 21:00
  like
• 21:00
  one
• 21:01
  active
• 21:01
  and
• 21:02
  all
• 21:02
  over
• 21:02
  available
• 21:03
  shopping
• 21:04
  agent.
• 21:05
  Quite
• 21:05
  a
• 21:05
  huge
• 21:05
  thing.
• 21:06
  Yes,
• 21:07
  definitely
• 21:07
  quite
• 21:07
  a
• 21:08
  huge
• 21:08
  thing.
• 21:08
  And
• 21:08
  I
• 21:09
  think
• 21:09
  also
• 21:10
  I
• 21:10
  mean
• 21:10
  I
• 21:10
  so
• 21:11
  sometimes
• 21:12
  am
• 21:12
  in
• 21:13
  the
• 21:16
  like
• 21:16
  chat
• 21:16
  GP
• 21:17
  or
• 21:17
  Gemini
• 21:18
  or
• 21:18
  Claude
• 21:19
  and
• 21:19
  ask
• 21:20
  them
• 21:20
  like
• 21:20
  hey,
• 21:21
  where
• 21:21
  can
• 21:21
  I
• 21:21
  buy
• 21:21
  this
• 21:22
  or
• 21:22
  that
• 21:22
  etc.
• 21:23
  And
• 21:24
  especially
• 21:24
  in
• 21:24
  the
• 21:25
  past
• 21:25
  it
• 21:25
  was
• 21:25
  limited.
• 21:26
  For
• 21:26
  example,
• 21:26
  Amazon
• 21:27
  has
• 21:28
  its
• 21:28
  limitations
• 21:29
  because
• 21:29
  I
• 21:29
  remember
• 21:30
  when
• 21:30
  I
• 21:30
  said
• 21:30
  like
• 21:30
  okay,
• 21:30
  I
• 21:31
  need
• 21:31
  a
• 21:31
  baby
• 21:31
  phone
• 21:31
  and
• 21:32
  please
• 21:32
  give
• 21:32
  me
• 21:32
  the
• 21:33
  link
• 21:33
  to
• 21:33
  Amazon
• 21:33
  and
• 21:34
  there
• 21:34
  was
• 21:34
  no
• 21:34
  link,
• 21:35
  there
• 21:35
  was
• 21:35
  no
• 21:35
  pricing.
• 21:36
  It
• 21:36
  was
• 21:36
  really
• 21:36
  a
• 21:37
  bit
• 21:37
  annoying.
• 21:38
  But
• 21:38
  Amazon
• 21:38
  blocked
• 21:39
  it,
• 21:39
  right?
• 21:39
  Yes,
• 21:40
  Amazon
• 21:40
  blocked
• 21:40
  it.
• 21:41
  But
• 21:41
  they
• 21:41
  are.
• 21:42
  And
• 21:42
  that
• 21:42
  would
• 21:42
  be
• 21:42
  the
• 21:43
  second
• 21:43
  part
• 21:43
  of
• 21:43
  this
• 21:44
  cluster
• 21:45
  on
• 21:45
  AI
• 21:45
  shopping.
• 21:46
  They
• 21:47
  are
• 21:47
  at
• 21:47
  the
• 21:47
  moment
• 21:48
  opening
• 21:52
  their
• 21:52
  access
• 21:53
  to
• 21:53
  their
• 21:53
  shopping
• 21:54
  areas
• 21:55
  to
• 21:55
  four
• 21:56
  AI
• 21:56
  agents.
• 21:57
  So
• 21:57
  they
• 21:58
  are
• 21:58
  building
• 21:59
  APIs
• 22:00
  which
• 22:00
  external
• 22:01
  AI
• 22:01
  agents
• 22:01
  can
• 22:02
  use
• 22:02
  to
• 22:02
  connect
• 22:02
  to
• 22:03
  the
• 22:03
  catalog
• 22:04
  of
• 22:04
  Anderson.
• 22:05
  So
• 22:05
  yeah,
• 22:06
  that
• 22:08
  opening
• 22:08
  the
• 22:08
  doors,
• 22:09
  but
• 22:09
  the
• 22:09
  back
• 22:10
  door
• 22:10
  in
• 22:10
  a
• 22:10
  way
• 22:11
  and
• 22:12
  yeah,
• 22:13
  I
• 22:14
  don't
• 22:14
  know
• 22:14
  looking
• 22:14
  for.
• 22:15
  I
• 22:15
  think
• 22:15
  they
• 22:15
  will
• 22:16
  be
• 22:16
  very
• 22:17
  clear
• 22:17
  on
• 22:17
  who
• 22:18
  they
• 22:18
  let
• 22:18
  in
• 22:18
  and
• 22:19
  on
• 22:19
  what
• 22:19
  terms
• 22:20
  through
• 22:20
  that
• 22:20
  API.
• 22:21
  But
• 22:21
  it
• 22:22
  seems
• 22:22
  that
• 22:22
  Amazon
• 22:23
  is
• 22:23
  no
• 22:23
  longer
• 22:23
  able
• 22:24
  to
• 22:24
  block
• 22:25
  out
• 22:25
  AI
• 22:25
  agents
• 22:26
  because
• 22:26
  they
• 22:26
  have
• 22:26
  become
• 22:27
  such
• 22:27
  a
• 22:27
  huge
• 22:28
  thing
• 22:28
  in
• 22:28
  such
• 22:28
  a
• 22:29
  short
• 22:29
  time.
• 22:30
  Yes.
• 22:31
  Yeah,
• 22:32
  so
• 22:32
  I
• 22:32
  think
• 22:32
  that's
• 22:33
  very
• 22:33
  important.
• 22:33
  What
• 22:34
  would
• 22:34
  you
• 22:34
  say
• 22:34
  like
• 22:35
  from
• 22:35
  a
• 22:35
  brand
• 22:35
  or
• 22:36
  seller
• 22:36
  perspective
• 22:37
  what's
• 22:37
  the
• 22:37
  one
• 22:38
  question
• 22:39
  or
• 22:39
  practical
• 22:39
  thing
• 22:40
  they
• 22:40
  need
• 22:40
  to
• 22:40
  do
• 22:42
  to
• 22:42
  really
• 22:43
  stay
• 22:44
  connected
• 22:44
  and
• 22:44
  be
• 22:45
  able
• 22:45
  to
• 22:45
  use
• 22:46
  also
• 22:46
  agentic
• 22:47
  commerce?
• 22:47
  That
• 22:48
  is
• 22:48
  really
• 22:49
  a
• 22:49
  big
• 22:49
  question
• 22:50
  and
• 22:51
  I
• 22:51
  think
• 22:51
  it
• 22:52
  corresponds
• 22:52
  with
• 22:53
  the
• 22:53
  problem
• 22:53
  that
• 22:54
  so
• 22:54
  many
• 22:54
  things
• 22:54
  are
• 22:54
  happening
• 22:55
  at
• 22:55
  the
• 22:55
  moment.
• 22:56
  So
• 22:56
  many.
• 22:56
  And
• 22:57
  it's
• 22:57
  really
• 22:58
  hard
• 22:58
  to
• 22:58
  keep
• 22:58
  track
• 22:59
  and
• 22:59
  keep
• 23:00
  up
• 23:00
  to
• 23:00
  date
• 23:01
  even.
• 23:02
  And
• 23:02
  if
• 23:03
  it's.
• 23:03
  And
• 23:04
  just
• 23:04
  to
• 23:04
  keep
• 23:04
  up
• 23:04
  to
• 23:05
  date
• 23:05
  on
• 23:05
  what
• 23:06
  is
• 23:06
  happening.
• 23:06
  And
• 23:07
  it's
• 23:07
  even
• 23:07
  worse
• 23:07
  if
• 23:08
  you
• 23:08
  try
• 23:08
  to
• 23:08
  keep
• 23:09
  your
• 23:09
  products
• 23:09
  up
• 23:09
  to
• 23:09
  date
• 23:10
  or
• 23:11
  your
• 23:11
  own
• 23:11
  shop
• 23:12
  or
• 23:12
  whatever
• 23:12
  because
• 23:13
  things
• 23:13
  are,
• 23:14
  you
• 23:14
  might
• 23:14
  be
• 23:15
  optimizing
• 23:15
  for
• 23:16
  one
• 23:16
  thing
• 23:16
  and
• 23:16
  in
• 23:17
  the
• 23:17
  meantime
• 23:17
  three
• 23:18
  other
• 23:18
  things
• 23:18
  have
• 23:18
  happened.
• 23:19
  So
• 23:20
  that
• 23:20
  is
• 23:20
  what
• 23:21
  I
• 23:21
  also
• 23:22
  have
• 23:22
  been
• 23:22
  saying
• 23:23
  on
• 23:23
  stage
• 23:23
  in
• 23:24
  Berlin
• 23:25
  during
• 23:25
  my
• 23:25
  talk
• 23:26
  because
• 23:26
  I
• 23:27
  think
• 23:27
  that
• 23:27
  this
• 23:28
  is
• 23:28
  where
• 23:28
  platforms
• 23:29
  are
• 23:29
  really
• 23:30
  excelling
• 23:30
  in
• 23:30
  because
• 23:31
  they
• 23:31
  have
• 23:32
  the
• 23:32
  means
• 23:33
  and
• 23:33
  the
• 23:33
  infrastructure
• 23:35
  and
• 23:35
  the
• 23:36
  knowledge
• 23:37
  and
• 23:37
  the
• 23:37
  know
• 23:38
  how
• 23:38
  in
• 23:38
  house
• 23:39
  to
• 23:39
  keep
• 23:39
  up
• 23:39
  with
• 23:40
  this.
• 23:40
  So
• 23:41
  which
• 23:42
  one
• 23:42
  brand
• 23:43
  or
• 23:43
  one
• 23:43
  retailer
• 23:44
  can't
• 23:44
  do?
• 23:45
  So
• 23:45
  I
• 23:46
  think
• 23:46
  the
• 23:46
  best
• 23:47
  thing
• 23:47
  that
• 23:47
  they
• 23:47
  can
• 23:47
  do
• 23:48
  is
• 23:48
  keep
• 23:48
  their,
• 23:49
  keep
• 23:50
  a
• 23:50
  look
• 23:50
  on
• 23:50
  their
• 23:50
  marketplaces
• 23:51
  what
• 23:51
  they
• 23:52
  are
• 23:52
  doing
• 23:52
  in
• 23:53
  the
• 23:53
  AI
• 23:53
  space
• 23:55
  and
• 23:56
  then
• 23:56
  optimize
• 23:57
  their
• 23:57
  products
• 23:57
  there.
• 23:58
  Because
• 23:59
  if
• 23:59
  you
• 23:59
  are
• 23:59
  on
• 24:00
  Amazon
• 24:00
  or
• 24:00
  on
• 24:01
  mediamarkt
• 24:02
  or
• 24:02
  on
• 24:03
  whatever
• 24:04
  as
• 24:04
  a
• 24:04
  marketplace
• 24:04
  and
• 24:05
  they
• 24:05
  are
• 24:06
  good
• 24:06
  at
• 24:08
  presenting
• 24:08
  their
• 24:08
  products
• 24:09
  to
• 24:09
  an
• 24:09
  AI,
• 24:10
  then
• 24:10
  your
• 24:10
  products
• 24:11
  are
• 24:11
  there
• 24:11
  as
• 24:11
  well.
• 24:13
  You
• 24:13
  can
• 24:13
  do
• 24:13
  that
• 24:13
  for
• 24:14
  your
• 24:14
  own
• 24:14
  shop
• 24:14
  as
• 24:14
  well.
• 24:14
  But
• 24:15
  as
• 24:15
  I
• 24:15
  say,
• 24:15
  I
• 24:15
  think
• 24:16
  it's
• 24:16
  going
• 24:16
  to
• 24:16
  be
• 24:16
  really
• 24:17
  difficult
• 24:17
  to
• 24:17
  Keep
• 24:18
  up.
• 24:18
  So
• 24:19
  at
• 24:19
  least
• 24:20
  for
• 24:20
  the
• 24:20
  time
• 24:20
  until
• 24:21
  the
• 24:21
  AI
• 24:22
  race
• 24:22
  is
• 24:23
  decided,
• 24:24
  because
• 24:24
  there
• 24:24
  will
• 24:24
  be
• 24:24
  a
• 24:24
  decision
• 24:25
  sooner
• 24:25
  or
• 24:25
  later
• 24:26
  someone
• 24:26
  will
• 24:27
  emerge
• 24:27
  on
• 24:28
  top.
• 24:28
  At
• 24:28
  the
• 24:28
  moment
• 24:28
  I
• 24:29
  couldn't
• 24:29
  say
• 24:29
  who
• 24:29
  it
• 24:30
  will
• 24:30
  be,
• 24:30
  but
• 24:30
  there
• 24:30
  will
• 24:31
  be
• 24:31
  one
• 24:31
  or
• 24:31
  two
• 24:31
  players
• 24:32
  that
• 24:32
  emerge
• 24:32
  on
• 24:32
  top.
• 24:33
  But
• 24:34
  as
• 24:34
  long
• 24:34
  as
• 24:34
  this
• 24:35
  is
• 24:35
  not
• 24:35
  decided
• 24:36
  as
• 24:36
  a
• 24:36
  brand
• 24:37
  or
• 24:37
  retailer,
• 24:38
  I
• 24:38
  wouldn't
• 24:39
  put
• 24:39
  all
• 24:39
  my
• 24:40
  money
• 24:41
  on
• 24:41
  one
• 24:42
  horse.
• 24:42
  No.
• 24:42
  You
• 24:42
  know,
• 24:43
  I
• 24:43
  would
• 24:43
  also
• 24:44
  do
• 24:44
  the
• 24:44
  best
• 24:45
  that
• 24:46
  like
• 24:46
  on
• 24:46
  a
• 24:47
  wide
• 24:47
  range
• 24:47
  my
• 24:48
  product
• 24:48
  data
• 24:49
  is
• 24:49
  so
• 24:49
  much
• 24:50
  up
• 24:50
  to
• 24:50
  date
• 24:50
  and
• 24:51
  yes.
• 24:51
  Expanded
• 24:53
  and
• 24:53
  added
• 24:54
  that
• 24:54
  they
• 24:54
  can
• 24:54
  like
• 24:55
  most
• 24:55
  of
• 24:55
  them
• 24:56
  can
• 24:56
  find
• 24:56
  my
• 24:56
  product.
• 24:57
  Yeah.
• 24:57
  Despite
• 24:58
  off
• 24:58
  marketplace
• 24:59
  or
• 24:59
  et
• 24:59
  cetera.
• 24:59
  So
• 25:00
  that
• 25:00
  you
• 25:00
  have
• 25:00
  really
• 25:00
  the
• 25:01
  best
• 25:01
  product
• 25:02
  data
• 25:04
  which
• 25:04
  is.
• 25:04
  Is
• 25:05
  interesting
• 25:05
  for
• 25:06
  AI.
• 25:07
  Yeah.
• 25:07
  And
• 25:07
  you
• 25:08
  know,
• 25:08
  this
• 25:08
  is
• 25:08
  something
• 25:08
  that
• 25:09
  will
• 25:09
  help
• 25:09
  you
• 25:10
  anyways
• 25:10
  because.
• 25:11
  And
• 25:11
  that
• 25:11
  is
• 25:11
  the
• 25:11
  nice
• 25:11
  thing
• 25:12
  about
• 25:12
  this
• 25:12
  AI
• 25:13
  shopping.
• 25:13
  If
• 25:13
  it's
• 25:14
  good
• 25:14
  for
• 25:14
  the
• 25:14
  AI
• 25:15
  in
• 25:16
  general,
• 25:16
  it's
• 25:17
  also
• 25:17
  good
• 25:17
  for
• 25:17
  your
• 25:17
  human
• 25:19
  consumer.
• 25:20
  So
• 25:20
  if
• 25:21
  you're
• 25:21
  updating
• 25:22
  and
• 25:22
  controlling
• 25:23
  your
• 25:23
  product
• 25:23
  data
• 25:24
  and
• 25:24
  are
• 25:25
  really
• 25:25
  focusing
• 25:26
  on
• 25:26
  giving
• 25:27
  very,
• 25:27
  very
• 25:27
  structured
• 25:28
  data,
• 25:29
  then
• 25:29
  this
• 25:29
  is
• 25:29
  also
• 25:29
  helpful
• 25:30
  to
• 25:30
  your
• 25:30
  consumers,
• 25:32
  to
• 25:32
  your
• 25:32
  human
• 25:32
  consumers
• 25:33
  and
• 25:33
  it
• 25:34
  will
• 25:34
  absolutely
• 25:34
  be
• 25:35
  helpful
• 25:35
  for
• 25:35
  AI
• 25:35
  shopping.
• 25:36
  So
• 25:36
  yeah,
• 25:37
  definitely.
• 25:38
  Yeah.
• 25:38
  But
• 25:38
  this
• 25:39
  is
• 25:39
  a
• 25:39
  space
• 25:39
  that
• 25:39
  we're
• 25:39
  going
• 25:40
  to
• 25:40
  keep
• 25:40
  watching
• 25:41
  because
• 25:41
  so
• 25:41
  many
• 25:41
  things
• 25:42
  are
• 25:42
  happening.
• 25:43
  Yeah.
• 25:44
  So
• 25:44
  I
• 25:44
  guess
• 25:44
  these
• 25:45
  were
• 25:45
  the
• 25:45
  most
• 25:45
  important
• 25:46
  big
• 25:48
  news
• 25:48
  items.
• 25:49
  But
• 25:49
  there
• 25:49
  has
• 25:49
  also
• 25:50
  been
• 25:50
  a
• 25:50
  lot
• 25:50
  of
• 25:50
  smaller
• 25:51
  things
• 25:51
  happening.
• 25:52
  As
• 25:53
  you
• 25:53
  said
• 25:53
  in
• 25:53
  the
• 25:53
  beginning,
• 25:53
  we
• 25:54
  had
• 25:54
  a
• 25:54
  few
• 25:54
  marketplaces
• 25:55
  that
• 25:55
  are
• 25:56
  expanding
• 25:56
  or
• 25:56
  reopening.
• 25:58
  For
• 25:58
  example,
• 25:59
  we
• 26:00
  have
• 26:00
  been
• 26:00
  already
• 26:01
  talking
• 26:01
  and
• 26:01
  writing
• 26:02
  about
• 26:02
  Otto
• 26:03
  who's
• 26:04
  opening
• 26:04
  their
• 26:04
  marketplace
• 26:05
  to
• 26:06
  international
• 26:06
  sellers.
• 26:07
  They
• 26:08
  launched
• 26:08
  Netherlands
• 26:09
  in
• 26:09
  March
• 26:09
  and
• 26:09
  April
• 26:09
  and
• 26:10
  now
• 26:10
  opening
• 26:11
  to
• 26:11
  Polish
• 26:12
  sellers,
• 26:12
  for
• 26:12
  example.
• 26:14
  So
• 26:15
  they're
• 26:15
  not
• 26:15
  opening
• 26:16
  a
• 26:16
  marketplace
• 26:17
  in
• 26:17
  these
• 26:17
  countries,
• 26:17
  but
• 26:18
  they
• 26:18
  are
• 26:18
  allowing
• 26:19
  sellers
• 26:19
  from
• 26:20
  Poland
• 26:20
  or
• 26:21
  the
• 26:21
  Netherlands
• 26:22
  to
• 26:22
  sell
• 26:22
  on
• 26:22
  the
• 26:22
  German
• 26:23
  auto
• 26:23
  marketplace.
• 26:24
  Yeah.
• 26:24
  And
• 26:24
  there
• 26:25
  will
• 26:25
  also
• 26:25
  be
• 26:26
  added
• 26:26
  countries
• 26:27
  like
• 26:27
  Denmark,
• 26:28
  Spain,
• 26:29
  Italy
• 26:29
  and
• 26:30
  France
• 26:30
  later
• 26:30
  in
• 26:30
  the
• 26:31
  year.
• 26:31
  Yeah,
• 26:31
  absolutely.
• 26:31
  Latest
• 26:32
  till
• 26:32
  February
• 26:33
  2027.
• 26:35
  Yeah,
• 26:35
  yeah.
• 26:35
  And
• 26:36
  talking
• 26:36
  about
• 26:36
  expansion,
• 26:37
  the
• 26:38
  same
• 26:38
  thing
• 26:38
  is
• 26:38
  happening
• 26:38
  on
• 26:39
  a
• 26:39
  TikTok
• 26:39
  shop
• 26:40
  they've
• 26:40
  been
• 26:41
  launching
• 26:41
  in
• 26:41
  Poland
• 26:42
  and
• 26:42
  Netherlands
• 26:43
  and
• 26:43
  in
• 26:44
  Austria,
• 26:45
  seller
• 26:46
  registration
• 26:46
  just
• 26:47
  opened
• 26:47
  on
• 26:47
  June
• 26:48
  1st.
• 26:50
  Yeah.
• 26:50
  So
• 26:51
  that
• 26:51
  was
• 26:52
  the
• 26:53
  expansions.
• 26:55
  We
• 26:55
  also
• 26:55
  had
• 26:56
  some
• 26:57
  expansions
• 26:58
  of
• 26:59
  catalog
• 26:59
  inside
• 27:00
  some
• 27:01
  areas.
• 27:01
  For
• 27:02
  example,
• 27:02
  Zalando
• 27:03
  has
• 27:03
  been
• 27:04
  announcing
• 27:05
  a
• 27:05
  partnership
• 27:06
  with
• 27:06
  Vestia
• 27:06
  Collectif
• 27:07
  which
• 27:08
  I
• 27:08
  think
• 27:08
  that
• 27:08
  is
• 27:08
  interesting
• 27:09
  because
• 27:11
  pre
• 27:11
  owned
• 27:11
  luxury
• 27:12
  on
• 27:12
  Solando.
• 27:12
  Sounds
• 27:13
  good.
• 27:14
  Yeah,
• 27:15
  it
• 27:15
  sounds
• 27:16
  very
• 27:16
  good
• 27:16
  and
• 27:16
  it's
• 27:16
  actually
• 27:17
  quite
• 27:17
  well
• 27:17
  connected
• 27:18
  because
• 27:18
  I
• 27:18
  think
• 27:18
  that
• 27:19
  both
• 27:19
  target
• 27:19
  groups
• 27:20
  are
• 27:20
  fitting
• 27:20
  quite
• 27:20
  well
• 27:21
  to
• 27:21
  each
• 27:21
  other
• 27:22
  because
• 27:23
  they
• 27:23
  are
• 27:23
  a
• 27:24
  really
• 27:24
  luxury
• 27:26
  recommerce
• 27:27
  topic.
• 27:28
  And
• 27:28
  yeah,
• 27:29
  that's
• 27:29
  quite
• 27:30
  a
• 27:30
  good
• 27:30
  match.
• 27:31
  We
• 27:31
  also
• 27:31
  see
• 27:31
  that
• 27:32
  Otto
• 27:33
  now
• 27:33
  partners
• 27:33
  with
• 27:34
  Talia,
• 27:35
  so
• 27:36
  they
• 27:36
  expanded
• 27:37
  also
• 27:37
  with
• 27:37
  100,000
• 27:38
  books
• 27:39
  on
• 27:39
  Autod.
• 27:40
  Yeah,
• 27:41
  yeah.
• 27:41
  Also.
• 27:42
  So
• 27:43
  that's
• 27:43
  something
• 27:43
  that
• 27:43
  we
• 27:44
  have
• 27:44
  been
• 27:44
  seeing
• 27:44
  over
• 27:45
  the
• 27:45
  last
• 27:45
  year.
• 27:45
  Is
• 27:45
  it?
• 27:46
  That
• 27:46
  marketplaces
• 27:47
  are
• 27:47
  opening
• 27:47
  to
• 27:48
  other
• 27:48
  categories
• 27:50
  or
• 27:50
  integrating
• 27:51
  new
• 27:51
  partners
• 27:52
  into
• 27:52
  their
• 27:53
  catalog.
• 27:54
  Not
• 27:55
  necessarily
• 27:56
  in
• 27:56
  their
• 27:57
  main
• 27:57
  space,
• 27:58
  but
• 27:58
  maybe
• 27:58
  opening
• 27:59
  a
• 27:59
  different
• 28:00
  platform
• 28:01
  or
• 28:02
  in
• 28:02
  the
• 28:02
  case
• 28:02
  of
• 28:02
  Zalando,
• 28:04
  going
• 28:04
  through
• 28:04
  a
• 28:04
  partnership.
• 28:05
  That's
• 28:05
  interesting.
• 28:07
  Yeah,
• 28:08
  we
• 28:09
  also
• 28:10
  another
• 28:10
  news
• 28:10
  that
• 28:11
  we
• 28:11
  should
• 28:11
  touch
• 28:11
  upon
• 28:12
  is
• 28:12
  that
• 28:12
  ebay
• 28:13
  is
• 28:13
  also
• 28:13
  moving
• 28:15
  their
• 28:15
  focus
• 28:15
  a
• 28:16
  little
• 28:16
  bit.
• 28:16
  They
• 28:16
  are
• 28:17
  now
• 28:17
  focused
• 28:17
  much
• 28:18
  more.
• 28:18
  They
• 28:18
  have
• 28:19
  been
• 28:19
  over
• 28:19
  the
• 28:19
  last
• 28:19
  year
• 28:19
  but
• 28:20
  now
• 28:20
  it
• 28:20
  also
• 28:21
  shows
• 28:21
  in
• 28:21
  their
• 28:22
  commission
• 28:23
  structure
• 28:24
  because
• 28:24
  they
• 28:24
  are
• 28:24
  now
• 28:25
  refocusing
• 28:25
  on
• 28:26
  E
• 28:26
  commerce
• 28:27
  and
• 28:27
  refurbished
• 28:29
  inventory.
• 28:30
  So
• 28:32
  everything
• 28:32
  that
• 28:32
  you're
• 28:33
  placing
• 28:33
  in
• 28:33
  these
• 28:33
  categories
• 28:34
  on
• 28:34
  ebay
• 28:35
  will
• 28:35
  be,
• 28:36
  will
• 28:36
  have
• 28:36
  a
• 28:36
  fixed
• 28:37
  commission
• 28:37
  of
• 28:37
  5%.
• 28:38
  But
• 28:38
  if
• 28:39
  you
• 28:39
  are
• 28:39
  placing
• 28:40
  new
• 28:40
  goods
• 28:41
  on
• 28:42
  ebay
• 28:43
  then
• 28:43
  this
• 28:43
  is
• 28:44
  going
• 28:44
  to
• 28:44
  be
• 28:44
  a
• 28:44
  bit
• 28:44
  more
• 28:45
  expensive
• 28:45
  than
• 28:45
  it
• 28:45
  used
• 28:46
  to
• 28:46
  be
• 28:46
  before.
• 28:47
  And
• 28:47
  they
• 28:48
  say
• 28:48
  that
• 28:48
  this
• 28:48
  is
• 28:48
  part
• 28:49
  of
• 28:49
  their
• 28:50
  restructuring
• 28:51
  and
• 28:52
  moving
• 28:52
  their
• 28:53
  focus
• 28:53
  on
• 28:54
  what
• 28:54
  is
• 28:55
  very
• 28:55
  essentially
• 28:56
  ebay
• 28:57
  that
• 28:57
  is
• 28:57
  used.
• 28:58
  Used
• 28:58
  items.
• 28:59
  Okay,
• 28:59
  yeah,
• 29:00
  interesting.
• 29:01
  Speaking
• 29:01
  about
• 29:02
  fee
• 29:03
  expansion
• 29:05
  also
• 29:05
  DHL
• 29:06
  and
• 29:06
  other
• 29:07
  like
• 29:07
  carriers
• 29:08
  expanded
• 29:09
  also
• 29:09
  with
• 29:09
  like
• 29:10
  fuel
• 29:10
  add
• 29:11
  ons
• 29:12
  and
• 29:12
  fuel
• 29:13
  charges
• 29:14
  which
• 29:14
  is
• 29:15
  also
• 29:15
  very
• 29:16
  much
• 29:16
  unpredictable
• 29:17
  because
• 29:17
  they
• 29:17
  are
• 29:18
  like
• 29:18
  okay,
• 29:18
  like
• 29:19
  if
• 29:19
  it's
• 29:19
  the
• 29:19
  price
• 29:19
  of
• 29:20
  this
• 29:20
  barrel
• 29:21
  in
• 29:21
  two
• 29:21
  weeks
• 29:22
  time,
• 29:22
  then
• 29:22
  you
• 29:22
  get
• 29:23
  in
• 29:23
  one
• 29:23
  week
• 29:23
  time
• 29:24
  this
• 29:24
  fee
• 29:24
  or
• 29:25
  that
• 29:25
  fee
• 29:25
  or
• 29:25
  up
• 29:26
  to
• 29:26
  3%
• 29:27
  and
• 29:27
  I
• 29:27
  think
• 29:27
  that's
• 29:28
  a
• 29:28
  lot.
• 29:30
  Yeah,
• 29:31
  yeah,
• 29:31
  absolutely.
• 29:32
  Especially
• 29:32
  in,
• 29:33
  in
• 29:33
  times
• 29:33
  like
• 29:34
  these,
• 29:34
  you
• 29:34
  know,
• 29:35
  where
• 29:35
  everyone
• 29:35
  is
• 29:35
  going
• 29:35
  for
• 29:36
  profitability
• 29:36
  and,
• 29:37
  and
• 29:37
  3%.
• 29:38
  I
• 29:38
  mean
• 29:38
  3%
• 29:39
  is
• 29:39
  quite
• 29:39
  a
• 29:40
  lot.
• 29:41
  Yeah.
• 29:41
  And,
• 29:41
  and
• 29:42
  relatively
• 29:42
  short
• 29:42
  notice
• 29:43
  as
• 29:43
  well.
• 29:44
  So
• 29:44
  like,
• 29:44
  okay,
• 29:45
  thank
• 29:45
  you
• 29:45
  very
• 29:46
  much
• 29:46
  I
• 29:46
  guess
• 29:46
  for
• 29:47
  ruining
• 29:47
  my
• 29:48
  summer
• 29:48
  business.
• 29:49
  Yeah,
• 29:49
  yeah,
• 29:49
  yeah,
• 29:50
  yeah.
• 29:51
  Well
• 29:52
  I
• 29:52
  guess
• 29:53
  that
• 29:53
  brings
• 29:53
  us
• 29:53
  to
• 29:54
  the
• 29:54
  end
• 29:54
  of
• 29:54
  this
• 29:54
  news
• 29:54
  flash.
• 29:55
  As
• 29:55
  I
• 29:55
  said
• 29:55
  before,
• 29:56
  it
• 29:56
  was
• 29:57
  a
• 29:57
  lot.
• 29:58
  So
• 29:58
  we
• 29:59
  got
• 29:59
  some
• 30:00
  regulation
• 30:00
  escalating.
• 30:01
  We've
• 30:01
  got
• 30:01
  Amazon
• 30:02
  building
• 30:02
  infrastructure
• 30:03
  at
• 30:03
  scale.
• 30:04
  We've
• 30:04
  got
• 30:05
  JD
• 30:05
  moving
• 30:06
  into
• 30:06
  new
• 30:06
  places,
• 30:07
  we've
• 30:07
  got
• 30:08
  new
• 30:08
  marketplaces
• 30:09
  expanding
• 30:10
  to
• 30:10
  new
• 30:10
  countries
• 30:11
  and
• 30:12
  we've
• 30:12
  got
• 30:12
  of
• 30:12
  course
• 30:12
  AI
• 30:13
  everywhere.
• 30:14
  Yeah,
• 30:15
  that
• 30:15
  was
• 30:15
  quite
• 30:16
  the
• 30:16
  drive.
• 30:17
  I
• 30:17
  would
• 30:17
  say
• 30:17
  worth
• 30:17
  the
• 30:18
  drive.
• 30:18
  And
• 30:20
  yeah,
• 30:20
  thank
• 30:20
  you
• 30:21
  for
• 30:21
  doing
• 30:21
  the
• 30:21
  homework.
• 30:24
  Well,
• 30:24
  I
• 30:24
  had
• 30:24
  to
• 30:24
  do
• 30:24
  it
• 30:25
  now,
• 30:25
  you
• 30:25
  know,
• 30:25
  because
• 30:26
  I'll
• 30:26
  be
• 30:27
  on
• 30:27
  the
• 30:27
  road
• 30:27
  this
• 30:28
  week
• 30:28
  again
• 30:29
  tomorrow
• 30:29
  I'm
• 30:29
  off
• 30:29
  to
• 30:30
  ecommerce
• 30:30
  day
• 30:30
  by
• 30:31
  Kaufland
• 30:31
  and
• 30:31
  Cologne
• 30:33
  where
• 30:33
  I'm
• 30:33
  going
• 30:34
  to
• 30:34
  give
• 30:35
  a
• 30:35
  presentation
• 30:36
  on
• 30:36
  our
• 30:37
  marketplace
• 30:37
  Country
• 30:38
  Quadrants
• 30:38
  and
• 30:39
  also
• 30:39
  host
• 30:39
  the
• 30:40
  Speed
• 30:40
  Connect
• 30:40
  and
• 30:41
  host
• 30:42
  a
• 30:42
  panel
• 30:43
  discussion
• 30:43
  on
• 30:44
  AI
• 30:44
  of
• 30:44
  all
• 30:45
  topics.
• 30:46
  Yeah.
• 30:46
  And
• 30:46
  in
• 30:46
  two
• 30:47
  weeks
• 30:47
  time
• 30:47
  we
• 30:47
  are
• 30:48
  both
• 30:48
  on
• 30:48
  our
• 30:48
  way
• 30:48
  to
• 30:49
  Berlin
• 30:49
  to
• 30:49
  K5
• 30:50
  conference.
• 30:50
  So
• 30:51
  you
• 30:51
  can
• 30:51
  meet
• 30:51
  us
• 30:51
  there.
• 30:52
  We'll
• 30:53
  be
• 30:53
  happy
• 30:53
  to
• 30:53
  meet
• 30:53
  you
• 30:54
  there.
• 30:54
  Just
• 30:55
  like
• 30:55
  talk
• 30:56
  to
• 30:56
  us
• 30:56
  because
• 30:56
  sometimes
• 30:57
  we
• 30:57
  don't
• 30:57
  even
• 30:57
  get
• 30:58
  it.
• 31:00
  And
• 31:01
  yeah,
• 31:02
  so
• 31:02
  event
• 31:02
  season
• 31:03
  is
• 31:03
  in
• 31:03
  full
• 31:03
  swing.
• 31:04
  Yeah.
• 31:05
  And
• 31:05
  we
• 31:05
  also
• 31:05
  would
• 31:06
  love
• 31:06
  to
• 31:06
  invite
• 31:06
  you
• 31:07
  to
• 31:07
  our
• 31:07
  Marketplace
• 31:07
  Universe
• 31:08
  Connect
• 31:08
  event
• 31:08
  on
• 31:09
  8
• 31:09
  July
• 31:10
  in
• 31:10
  Munich
• 31:11
  for
• 31:11
  all
• 31:12
  mainly
• 31:12
  brands
• 31:12
  and
• 31:12
  Marketplace
• 31:13
  people.
• 31:15
  So
• 31:15
  our
• 31:16
  last
• 31:16
  event
• 31:16
  before
• 31:17
  the
• 31:17
  pre
• 31:17
  summer
• 31:18
  break
• 31:18
  I
• 31:18
  would
• 31:18
  say
• 31:19
  and
• 31:20
  yeah,
• 31:20
  we
• 31:21
  would
• 31:21
  love
• 31:21
  to.
• 31:22
  Yeah,
• 31:24
  listen
• 31:25
  to
• 31:25
  us
• 31:26
  and
• 31:27
  yeah,
• 31:28
  so
• 31:28
  just
• 31:28
  follow
• 31:29
  us,
• 31:29
  subscribe
• 31:30
  us
• 31:30
  to
• 31:30
  let's
• 31:30
  Talk
• 31:30
  Marketplace
• 31:31
  on
• 31:31
  Spotify,
• 31:32
  Apple
• 31:32
  Podcast,
• 31:33
  YouTube
• 31:34
  or
• 31:34
  wherever
• 31:34
  you
• 31:35
  are
• 31:35
  listening
• 31:35
  to
• 31:35
  us.
• 31:36
  And
• 31:37
  yeah,
• 31:37
  tune
• 31:38
  in
• 31:38
  again
• 31:38
  for
• 31:39
  the
• 31:39
  next
• 31:39
  episode.
• 31:40
  For
• 31:40
  next
• 31:40
  episode.
• 31:41
  Yeah.
• 31:41
  Thank
• 31:41
  you
• 31:41
  for
• 31:41
  the
• 31:42
  day
• 31:42
  and
• 31:42
  goodbye.
• 31:43
  Goodbye.
• 31:49
  You
• 31:49
  listen
• 31:49
  to
• 31:50
  let's
• 31:50
  Talk
• 31:50
  Marketplace,
• 31:51
  the.
• 31:51
  Marketplace
• 31:52
  podcast
• 31:52
  with
• 31:53
  Ingrid
• 31:53
  Lommer
• 31:54
  and
• 31:54
  Vanari
• 31:54
  Dichtel.