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ChatGPT Is the Next Superapp — and Southeast Asia Just Got Its Ad InventoryThe next superapp isn't an app you download. ...
24/09/2026

ChatGPT Is the Next Superapp — and Southeast Asia Just Got Its Ad Inventory

The next superapp isn't an app you download. It's a conversation you have — and as of today it has an ad inventory in Southeast Asia....

The next superapp isn’t an app you download. It’s a conversation you have — and as of today it has an ad inventory in Southeast Asia.

We Don’t Need a Chief Agentic Officer. We Need the Framework to Actually Exist.The Chief Agentic Officer is a title look...
22/09/2026

We Don’t Need a Chief Agentic Officer. We Need the Framework to Actually Exist.

The Chief Agentic Officer is a title looking for a problem. We don't need more chiefs — we need the agentic framework to actually exist, and someone accountable to ship it....

The Chief Agentic Officer is a title looking for a problem. We don’t need more chiefs — we need the agentic framework to actually exist, and someone accountable to ship it.

Thai Banks Cannot Put a Kill Switch on an AI Agent They Cannot SeeToday’s Bangkok Post carries a serious piece on AI ris...
22/09/2026

Thai Banks Cannot Put a Kill Switch on an AI Agent They Cannot See

Today’s Bangkok Post carries a serious piece on AI risk. The experts it quotes are the right people to ask, and their advice is sound: limit agent permissions, keep a kill switch outside the agent’s own decision-making, hold suppliers to the same standard as internal systems....

Today’s Bangkok Post carries a serious piece on AI risk. The experts it quotes are the right people to ask, and their advice is sound: limit agent permissions, keep a kill switch outside the agent’…

Transformation: From Catching up to rewiringLast Friday, September 11th, 2026, I gave the keynote at the INSEAD alumni m...
13/09/2026

Transformation: From Catching up to rewiring

Last Friday, September 11th, 2026, I gave the keynote at the INSEAD alumni meetup in Bangkok and had the opportunity to share my thoughts on corporate, and indeed even startup, transformation....

https://axelwinter.com/2026/09/13/transformation-from-catching-up-to-rewiring/

Explore the journey of corporate transformation in banking and AI, highlighting strategies for in-house innovation and rapid adaptability.

AI in Retail Stopped Assisting — It Started OperatingPhysical AI runs the store. Agentic AI runs the transaction. H&M's ...
06/09/2026

AI in Retail Stopped Assisting — It Started Operating

Physical AI runs the store. Agentic AI runs the transaction. H&M's sensor grid, Walmart/Visa checkout agents, luxury's AI-first play, and Thailand operating — not piloting....

Physical AI runs the store. Agentic AI runs the transaction. H&M's sensor grid, Walmart/Visa checkout agents, luxury's AI-first play, and Thailand operating — not piloting.

The Single-Model Enterprise Is Dead. Buy Tickets, Not the Railway.Stripe pays $7B+ for a switchboard, NVIDIA pays $6B fo...
24/08/2026

The Single-Model Enterprise Is Dead. Buy Tickets, Not the Railway.

Stripe pays $7B+ for a switchboard, NVIDIA pays $6B for a model factory it won't sell you, and your moat just moved to the context layer....

Stripe's OpenRouter acquisition and NVIDIA's Poolside deal price the routing layer. Why CEOs should rent models, own context, and stop planning data centres.

Luxury Brands Are On The MoveLVMH, Cucinelli, Kering, Zegna, Hugo Boss, Ralph Lauren and Korea's retail giants are rebui...
19/08/2026

Luxury Brands Are On The Move

LVMH, Cucinelli, Kering, Zegna, Hugo Boss, Ralph Lauren and Korea's retail giants are rebuilding luxury around AI. The four-layer stack they are actually building, what it earned them, and a five-point CEO agenda....

LVMH, Cucinelli, Kering, Zegna, Hugo Boss, Ralph Lauren and Korea's retail giants are rebuilding luxury around AI — the four-layer stack, the numbers, the timeline, and a five-point CEO agenda.

The AI Commerce Shift: Retail Is Driving Innovation AgainAI referral traffic to US retail grew 393% YoY. Six companies —...
09/08/2026

The AI Commerce Shift: Retail Is Driving Innovation Again

AI referral traffic to US retail grew 393% YoY. Six companies — Amazon, Walmart, Shopify, Shopee, DoorDash, Instacart — are pursuing four distinct str...

AI referral traffic to US retail grew 393% YoY. Six companies — Amazon, Walmart, Shopify, Shopee, DoorDash, Instacart — are pursuing four distinct strategies. Retail is driving AI innovation again.

Retail Is Out-Investing Banks in AI — And the Gap Is WideningThe world's biggest retailers are investing in AI at a scal...
04/08/2026

Retail Is Out-Investing Banks in AI — And the Gap Is Widening

The world's biggest retailers are investing in AI at a scale that rivals banks. Lotte, Walmart, and Alibaba are rebuilding their entire operations aro...

The world's biggest retailers are investing in AI at a scale that rivals banks. Lotte, Walmart, and Alibaba are rebuilding their entire operations around AI.

Open Source Is Geopolitics Now — And China Is WinningKimi K3, WAICO, and the numbers that show China is winning the AI d...
27/07/2026

Open Source Is Geopolitics Now — And China Is Winning

Kimi K3, WAICO, and the numbers that show China is winning the AI distribution war through open source. How local hosting works across the US, Europe, and the Global South — and why your data never needs to go to China....

Kimi K3, WAICO, and the numbers that show China is winning the AI distribution war through open source. How local hosting works, why data never goes to China, and what it means for the future of AI.

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