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Dive into a collection of past posts and rediscover timeless content.
May 25, 2026
Europe's resale winner tests whether zero seller fees can travel.
Delivery Hero turns food-delivery consolidation into a live valuation test.
The appeal could shape defaults, data sharing, and AI discovery.
PLUS: Vinted chases US closets, Google defends search control, and AI ad inventory gets messier.
May 24, 2026
Growth now comes from building systems, not buying clicks.
May 22, 2026
PLUS: AI balance sheets, eBay seller controls, fertility demand, and AI trust
More controls also mean more marketplace rule management.
Compute, capital, and talent are becoming the real AI moat.
Store density is becoming Walmart's ecommerce moat.
May 21, 2026
Google is turning AI Search from a discovery surface into a paid-answer machine.