Over the past few weeks, a growing narrative has emerged arguing that AI could destabilize the economy and disrupt entire business models. Last week, I published my view that AI is far more likely to be a productivity revolution than an economic collapse. But what does this mean specifically for marketplaces? Many founders are asking: •    Will LLMs capture discovery? •    Will AI compress take rates? •    Will traffic shift away from platforms? •    How defensible are marketplaces in an AI-native world? In this upcoming episode, I break down: •    Why most fears around AI disintermediating marketplaces are overstated. •    Where AI does threaten marketplace margins. •    The structural advantages marketplaces retain. •    The immediate opportunities AI creates for liquidity, cross-border trade, and profitability. •    What founders should do now. If you're building, investing in, or operating a marketplace, this episode is for you!