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Dive into a collection of past posts and rediscover timeless content.
May 21, 2026
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.
Feb 5, 2026
Same brands, different stories across AI search engines
Feb 4, 2026
China leads, Temu scales, delivery shifts, mobile wins
Feb 3, 2026
High intent clicks, shallow sessions, weak baskets
Feb 2, 2026
AI, defense, and SaaS redraw venture capital priorities