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

Americas

Insights

Mexico Leads Latin America's Digital Economy

Smaller economic scale can beat GDP when commerce, media, and payments digitize faster

Americas

Amazon

News

Amazon Put a Gate on Product Reviews

Anti-scraping controls can protect review data while weakening trust at the point of purchase

Delivery Consolidation Has Three Operating Models

DoorDash

Insights

Global

Other Companies

Delivery Consolidation Has Three Operating Models

DoorDash, Uber and Prosus scale global delivery through three very different operating machines

Google

AI & Agentic Commerce

Insights

OpenAI

Global

Product Pages Fail the AI Filter

Retailers wrote for humans while shopping agents need structured product attributes to decide

Nvidia Wants Equity In AI's Infrastructure Layer

Americas

AI & Agentic Commerce

OpenAI

News

Other Companies

Nvidia Wants Equity In AI's Infrastructure Layer

A proposed $3 billion SB Energy investment would move the chip supplier from vendor and guarantor toward ownership of the developer beneath OpenAI's Ohio campus

Americas

Amazon

Walmart

Insights

Amazon Takes Half the Retail Growth

By 2030, Amazon supplies half the top five retailers' combined U.S. sales expansion

AI & Agentic Commerce

Alibaba

Global

News

Alibaba’s Qwen Wins the Download Race

Three billion model pulls turn open weights into a global distribution strategy, not yet a revenue result

Kroger Combines Prescriptions and Groceries

Americas

Logistics & Fulfillment

News

Other Companies

Kroger Combines Prescriptions and Groceries

One Instacart-powered trip joins two recurring missions while pharmacy rules stay separate

Citi Buys Kard To Own The Commerce Media Loop

Americas

News

Other Companies

Citi Buys Kard To Own The Commerce Media Loop

The bank is adding a rewards engine that can connect merchant offers, cardholder identity and verified purchases inside one advertising system

AI & Agentic Commerce

Global

News

Other Companies

Adyen Wants to Reconnect the AI Shopper

Payments and loyalty become the control layer when agents own discovery

Insights

Global

Ecommerce Adds Another Market

Global revenue is forecast to grow by $2.25tn through 2030 as steady compounding replaces shock-driven expansion

Americas

AI & Agentic Commerce

Insights

AI Search Splits the Generations

Younger US shoppers already use AI discovery at twice the rate of older cohorts

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