AI Agents Are Buying Products For People Now
This week in ecommerce: OpenAI enables in-chat shopping that skips Google and …
The Thread: Your weekly DTC roundup
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The Signal Hiding Inside November’s Revenue Spike
A quick rundown of this week’s DTC shifts: Shopify’s AI upgrades reward clean data, TikTok Shop raises the stakes on operational discipline, and November revenue depends heavily on returning customers as new shoppers wait for Black Friday deals.
AI Infrastructure Wars Heat Up While Holiday Forecasts Show $305B Spending Surge
Meta’s ad revenue soars but AI costs rattle investors, holiday forecasts reveal record …
Gaming, Confidence Data, and Q4 Gaps
Gaming, Confidence Data, and Q4 Gaps
Meta Just Revealed Why Your Creative Tests Keep Failing
Meta’s “same ad” trap, record Halloween spend, and AppLovin under fire.
The End of Google Shopping As We Know It
OpenAI just launched in-chat shopping with ChatGPT, Shopify plugged in, and DTC …
TikTok Survives, Meta's AI Works, and Tariffs Might Die
TikTok secures $14B U.S. buyout, Meta launches trending Reels ads, Supreme Court …
Revenue's Finally Climbing (Without Discount Wars)
Revenue growth rebounds as discounts cool, Amazon fulfills competitors’ orders, Shopify AI traps …
IPOs, TikTok records, and forced AI Integration
Klarna surges in IPO, beauty brand breaks TikTok Shop records, Beanstalk reveals DTC …
AI Loyalty, DTC Fundraising Wins, and Shopify’s Global Shipping Move
Klaviyo highlights AI personalization with Away, Feel Goods raises $4.7M, Shopify opens DHL …
Major Platform Shifts Happening Ahead of Q4
AppLovin reopens with caveats, Amazon tests Google Shopping abroad, and DTC brands adjust …
Whistleblowers, Winning Campaigns, and What's Next
More AI-driven disruption, Meta ad controversy, DTC growth trends, insights from Ezra Firestone, …
Bed Rot, AI Search, and Pitching Your Boss
Cozy Earth goes viral with $25K TikTok challenge, DTC revenue rebounds, Google's AI …
Exits, Fees, Lies, and AI Shopping
Yotpo ends email/SMS, Texas sets $10K SMS rule, founder returns to Outdoor Voices, …
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