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Dive into a collection of past posts and rediscover timeless content.
May 22, 2026
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.
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.
May 20, 2026
The new export is identity: coffee, collectibles, and fashion that wants to be “cool.”
Spark is turning the store into a mixed basket: groceries plus meals.
Gemini turns shopping into a cross-site session — and Google gets closer to checkout.
May 17, 2026
Sea Limited’s Q1 shows Shopee turning buyers, ads, and logistics into a tighter marketplace operating model.