$14.6B in 4 Days (How it Actually Happened)
Shopify BFCM hits $14.6B, ecommerce growth surpasses in-store shopping, AI agents guide …
The Thread: Your weekly DTC roundup
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Your ROAS is Probably Misleading You
Google overreports branded search ROAS by 4x, Flexport deploys AI agents for tariff refunds, ChatGPT referral traffic outconverts organic by 31%, and OpenClaw gets acquired by OpenAI in two months.
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 …
AI Agents Are Buying Products For People Now
This week in ecommerce: OpenAI enables in-chat shopping that skips Google and …
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 …
