Blog
Analysis
Amazon got a federal injunction against an AI browser. They've blocked 47 bots. They built Rufus. They're not playing defense — they're rewriting the rules of who gets to be the discovery layer for commerce.
Apr 14, 2026 · 7 min read
Analysis
OpenAI killed Instant Checkout. Walmart's conversion rates were 3x worse inside ChatGPT. Now every major retailer is building their own AI — and the implications for commerce are enormous.
Mar 24, 2026 · 12 min read
Essay
Shopify gave a million brands their own storefront. It also gave them all the same shopping experience. The next era of e-commerce won't be about products — it'll be about who makes finding them feel different.
Feb 21, 2026 · 10 min read
Essay
The billion-dollar difference between what customers type and what they mean. Why closing this gap might be the biggest unsolved problem in online retail.
Feb 14, 2026 · 9 min read
Essay
What if finding the right product felt as natural as asking a friend? The technology to understand intent just arrived — and it changes everything.
Jan 6, 2026 · 7 min read
Essay
You have AI everywhere except where it matters most. We've spent years building sophisticated ways to get people to click — then they land on dropdown menus and price sliders from 2015.
Jan 5, 2025 · 8 min read
More essays on the way. We're exploring what happens when discovery finally understands intent.
