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Dive into a collection of past posts and rediscover timeless content.
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.
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.
PLUS: SpaceX Sells The Bottleneck and Ads Move Into Answers
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.