Commerce

Podcast: Shopify as a marketing operating system (with Venkat Prabhu)

https://www.youtube.com/watch?v=wtUrjt-L4RE On this week's episode of the podcast, I am joined by Venkat Prabhu, Director of Product for Shop Campaigns…

The enterprise AI price war and OpenAI’s consumer advantage

Last week, the WSJ reported that OpenAI is considering applying "drastic price cuts" to its enterprise API to win customers…

Bending Spoons files to go public

Bending Spoons, the Italian roll-up operator that owns, among many other properties, AOL, Eventbrite, and Vimeo, filed to go public…

Podcast: Understanding Amazon’s advertising advantages (with Adam Epstein)

https://www.youtube.com/watch?v=yhiRPl6v4Nk On this week's episode of the podcast, I am joined by Adam Epstein, the co-founder and CEO of Gigi,…

The generative RecSys revolution

The application of generative methodologies to recommendation systems infrastructure ("RecSys") is an exciting area at the frontier of ML research.…

Google’s Gambit, Part 4: The end of Static Search

Google announced a major overhaul to Search at its Google I/O developer event yesterday. From a blog post titled A…

Amazon’s advertising advantages

Amazon's advertising advantages have always been somewhat obvious: as a retail platform, and through its Prime subscription, it benefits from…

Podcast: The modern mobile gaming economy (with Phil Black)

https://www.youtube.com/watch?v=o3LcrehySa4 On this week's episode of the podcast, I am joined by Phil Black, one of the co-hosts of the…

Amazon, Rufus, and the agentic commerce question

Amazon released its Q1 2026 earnings last week: the company generated advertising revenue of $17.2BN, up 22% year-over-year. That puts…

Search is the wrong mental model for chatbot advertising

The Wall Street Journal reports that eMarketer, an analytics firm, estimates that Meta will overtake Google in 2026 in terms…