{"href":"https://api.simplecast.com/oembed?url=https%3A%2F%2Fremarkable-retail-a0721f60.simplecast.com%2Fepisodes%2Fkartik-hosanagar-DnRMb1LN","width":444,"version":"1.0","type":"rich","title":" Amazon Surges, Luxury Splits, Wayfair Surprises, Plus Wharton's Kartik Hosanagar on Why AI Is the Customer Now","thumbnail_width":300,"thumbnail_url":"https://image.simplecastcdn.com/images/7052712a-5e8d-4859-ad44-dbe25616454f/cf17d693-f75f-4f14-ad41-703abcaee5c5/chatgpt_image_aug_10_2026_080355_pm.jpg","thumbnail_height":300,"provider_url":"https://simplecast.com","provider_name":"Simplecast","html":"<iframe src=\"https://player.simplecast.com/04eeb856-45da-424a-a9fb-9c9ce82ff34e\" height=\"200\" width=\"100%\" title=\" Amazon Surges, Luxury Splits, Wayfair Surprises, Plus Wharton&apos;s Kartik Hosanagar on Why AI Is the Customer Now\" frameborder=\"0\" scrolling=\"no\"></iframe>","height":200,"description":"Amazon posts numbers that should worry every competitor. Shopify keeps surging. Luxury proves anything but evenly distributed. Steve and Michael break down Wayfair's turnaround, Warby Parker's mixed quarter, tariff rebates, and whether live selling has finally found its moment. Plus: live from the CommerceNext Growth Show, Wharton's Kartik Hosanagar argues AI isn't a new channel, it's a new customer — and why retailers have to pick between efficiency and meaning and not get stuck in the murky middle."}