
Kiss the ring. The ring's name is Rufus. - The Ostrich Report with Vinny & Hendrik
Season 1, Episode 1 — Amazon isn't losing the agentic AI war. It's building the toll booths.
Malte Karstan (Marketplace Commentator & Analyst) joins Vinny O'Brien and co-host Hendrik Laubscher for a 50-minute conversation recorded across three continents — Singapore, Cape Town, and Ireland — that stopped being a forecast and became a post-mortem.
Malte called the Amazon SP-API paywall, the PayPal–Cymbio acquisition, and the UK agentic commerce shift months before the press releases dropped. We walk through what he said, what happened, and what it means now.
In this episode:
Amazon's SP-API…
The skinny
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