AI Geopolitics, Agentic Commerce, and the OpenAI Moat
Thursday, July 9, 2026 · 9 min
TBPN, Dean Ball, and Razorpay frame AI’s next turn: export controls and government stakes on one side, agentic commerce and defensible startups on the other. The through-line is power—who controls models, compute, payments, and distribution as agents move into real workflows.
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Show notes
TBPN, Dean Ball, and Razorpay frame AI’s next turn: export controls and government stakes on one side, agentic commerce and defensible startups on the other. The through-line is power—who controls models, compute, payments, and distribution as agents move into real workflows.
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