In this episode of Investor Perspectives on Retail & the Consumer, Chris Walton sits down with Furhaan Khan, Managing Director and Head of Internet & Digital Commerce Investment Banking at UBS, to explore one of the biggest questions facing retail and technology today: Who actually wins in an AI-driven future?

As AI rapidly transforms how consumers discover, shop for, and purchase products online, thousands of retail technology companies are racing to establish their place in the ecosystem. But according to Furhaan, many won't survive. Drawing on years of experience advising leading technology, internet, and digital commerce businesses, he shares the five-part framework he uses to identify which companies are truly defensible and which are most vulnerable to disruption.

From proprietary data and network effects to distribution, transactional control, and brand trust, Furhaan explains why AI is compressing the discovery layer of commerce and shifting value toward companies that own critical moments in the customer journey. He also breaks down what retail executives should prioritize as they evaluate technology investments in an increasingly AI-driven landscape.

Key topics covered:

• Why many retail technology companies may not survive the AI era

• How AI is reshaping product discovery and the customer journey

• The difference between point solutions and durable platforms

• Why proprietary data is becoming retail's most valuable asset

• The growing importance of distribution and customer access

• What "transactional intensity" means and why it matters

• How brand trust creates long-term competitive advantages

• The five-part framework for evaluating retail technology investments

• What retail leaders should prioritize when making technology bets

#RetailTechnology #ArtificialIntelligence #RetailAI #DigitalCommerce #Ecommerce #RetailInnovation #InvestorPerspectives #RetailLeadership #CustomerExperience #OmniTalk #RetailPodcast #TechnologyStrategy

*Sponsored Content*

This podcast uses the following third-party services for analysis:

Podcorn - https://podcorn.com/privacy