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JG Jean-Denis Greze On a16z Podcast

“Supply aggregation is a lot less valuable. It used to be very valuable because human attention was limited. And now supply aggregation is a lot less valuable because human attention can be automated away.”

a16z Podcast · Startups & Venture · October 2026

“Supply aggregation is a lot less valuable. It used to be very valuable because human attention was limited. And now supply aggregation is a lot less valuable because human attention can be automated away.” — Jean-Denis Greze, a16z Podcast

Jean-Denis Greze closing a discussion with a16z's Alex Rampell about what happens to marketplaces and retail giants when AI agents do the shopping. Rampell had framed the question as whether platforms treat agents as adversaries or partners.

Transcript

a16z Podcast Around 58:45 into the episode
Jean-Denis Greze

we're all going to abuse all of our chase and MX benefits and then it's not cost effective. Because

Alex Rampell

then it's going to be adversarial. This is kind of the adversarial versus synergistic thing. So

Jean-Denis Greze

by the way, the through line all those is I just think supply aggregation is a lot less valuable. It used to be very valuable because human attention was limited. And now supply aggregation is a lot less valuable because human attention can be automated away.

Alex Rampell

Yeah. This has been an awesome conversation. Thank you again for coming in today and go town. Yeah.

Jean-Denis Greze

Thanks so much, Alex. It's always great to join.

Alex Rampell

Thank you.

Speaker names from our own diarization · position estimated from where the line sits in the episode

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