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Dive into a collection of past posts and rediscover timeless content.
Retail media gets harder when paid placement explains too little.
TikTok Shop says U.S. small sellers grew sales 66% in 2025. The bigger story is entertainment becoming a marketplace discovery engine.
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.
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.
Google is turning AI Search from a discovery surface into a paid-answer machine.
Anthropic is buying compute capacity, and SpaceX is learning to rent the AI choke point.
AI shoppers are reaching checkout before liability rules are ready.
The new export is identity: coffee, collectibles, and fashion that wants to be “cool.”