bullish

Briefing. Why AI Could Mean the End of the Marketplace Model, Meta's Paranoid "Vibe", Coupang's D...

178 Views06 Oct 2025 11:29
Podcast
SUMMARY
  • US Government shutdown delays September jobs report, impacting Fed policy decisions
  • Markets largely unfazed by shutdown, focusing on structural drivers such as interest rates and earnings forecast
  • OpenAI's ChatGPT integration with Shopify and Etsy may signal a shift in marketplace model, impacting revenue and customer touchpoints

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