Meta Just Announced $135 Billion in AI Spending for 2026
Meta’s earnings show AI reshaping feed distribution and ad performance, email delivers $36 …
The Thread: Your weekly DTC roundup
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Wait... Consumer Confidence is at its Lowest Since When?
Spending data contradicts falling confidence surveys, Meta launches an AI video app, Google Ads prioritizes intent over keywords, and OpenAI gets a very 'Meta' makeover.
AI shopping is here and it's going to cost you 4%
Shopify adds a new AI checkout fee for ChatGPT purchases, Reels overtakes Instagram …
Ecommerce Growth Just Hit its Slowest Rate Since 2022
Ecommerce growth slows as order volume concentrates among top brands, shoppers become more …
AI Agents Are Now Deciding What Your Customers Buy
Retailers struggle with omnichannel logistics, AI redefines product discovery, reserve a seat at …
Q5 Starts in 7 Days (and Most Brands are Gonna Miss It)
January creative strategies, Meta AI ad personalization changes, ecommerce returns data revealing …
Record Sales Funded by Record Debt and AI-Driven Commerce
Shopify’s 150+ AI tools, LLM shopping insights, holiday debt and delinquency math, Shopify’s …
$14.6B in 4 Days (How it Actually Happened)
Shopify BFCM hits $14.6B, ecommerce growth surpasses in-store shopping, AI agents guide …
Slowest Growth Since 2022, Shattered Confidence, and the $200M Scaling Trap
Holiday spending is slowing, consumer confidence is slipping, and DTC growth is …
The Signal Hiding Inside November’s Revenue Spike
A quick rundown of this week’s DTC shifts: Shopify’s AI upgrades reward …
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