Archive

Dive into a collection of past posts and rediscover timeless content.

PayPal Turns Checkout Into Identity Infrastructure

Global

News

Payments & Checkout

Other Companies

PayPal Turns Checkout Into Identity Infrastructure

Slow core growth forces a bet on agentic payments, digital identity and higher-value users

Retail Media & Advertising

Meta Profitability Needs More Than CPM

Category benchmarks expose a useful ratio—and the economics it still fails to measure

Google

Retail Media & Advertising

Insights

OpenAI

Global

OpenAI's $100B Ads Math Problem

Audience scale is only half the battle; mature search monetization is the harder build.

Americas

Walmart

Logistics & Fulfillment

Insights

Walmart Turns Stores Into Drone Nodes

One million deliveries show how proximity can turn urgent orders into a new retail channel.

Michaels Turns Project Ideas Into Baskets

Americas

Google

AI & Agentic Commerce

News

Other Companies

Michaels Turns Project Ideas Into Baskets

Ask Mike's early conversion result shows why conversational discovery can outperform keyword search for complex shopping missions

Google

AI & Agentic Commerce

Global

News

Google Makes AI the Search Front Door

Merchants gain visibility while Google keeps more comparison and intent inside its answer layer.

Americas

News

Payments & Checkout

Other Companies

X Puts a Bank Account Inside the Feed

The US rollout combines deposits, peer-to-peer payments and a Visa card, giving X a new route from attention to financial activity.

Americas

Marketplaces & Platform Power

TikTok Shop

News

TikTok Wants to Own the Checkout

A US membership test bundles discounts and delivery to keep more purchases inside TikTok Shop.

Facebook Marketplace Builds a Seller Operating System

Americas

Marketplaces & Platform Power

Facebook Marketplace Builds a Seller Operating System

Meta gives high-frequency U.S. sellers a dedicated console while keeping buyer demand inside Facebook

Google

Retail Media & Advertising

Global

News

Google Turns AI Search Into Ad Inventory

Gemini widens shopping matches while advertisers surrender more control over delivery and measurement.

Insights

Commerce Economics & Market Structure

Global

SHEIN's Growth Machine Hits One Percent

The $41.8 billion retailer reached IPO scale just as quarterly revenue growth stalled.

Google

Retail Media & Advertising

Insights

OpenAI

Global

ChatGPT Ads Need a Different Edge

Audience overlap kills the reach pitch, leaving conversational intent as OpenAI's real advantage.

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