Future Commerce

People will let AI be their therapist but not their partner, their assistant but not their manager. Gillian Katz of Hannah Grey VC joins Phillip and Brian to unpack the firm's newest Cultural Vibrations journal and the qualitative study behind it: a read on how people are actually negotiating AI's role in their lives, domain by domain, role by role; from anthropology to sommelier frameworks to Goodhart's Law.

You Can Manage AI,...

"There will be a lot fewer people employed doing existing work in not just insurance, but in all business." Phillip reports from the press pool at Semafor World Economy 2026, where 500 CEOs, a quarter of the US Senate, and 20 G20 finance ministers spent two days in Washington DC sketching out the next decade. Inside: why the AI race is really the electricity race (and why we may have already lost it to China), the $10 trillion and ...

Furniture.com is a new kind of furniture marketplace: a single platform aggregating more than 3 million SKUs from 80+ retail partners, using standardized data and AI-powered personalization to replace the 15-hour odyssey most shoppers endure. VP of Brand & Creative Olivia Hnatyshin joins Phillip and Brian to unpack how the team is rebuilding the third-most expensive purchase of a person's life – one where hunter green and forest gr...

Evelyn Mora, founder and CEO of VLGE, joins Phillip and Brian to challenge how we think about AI training data, brand identity, and the coming era of individual-first commerce. We move from the mechanics of world modeling to the cultural philosophy of what it means for brands to let go, adapt, and become an ingredient rather than the star of the show. 

PLUS: Strata Volume 001 is available for purchase now! 

Key Takeaways:

Andrew Youderian joins Phillip and Brian to break down the 2026 eCom Trends Report: a decade in the making, 300 brands surveyed, and a lot of conventional wisdom overturned. The data reveals a diverging landscape where gross margins are climbing but net margins are shrinking, Amazon's dominance is quietly unwinding, and AI's productivity promise hasn't quite arrived – yet.

Key Takeaways:

• Paid advertising isn't the pr...

How does a 76-year-old legacy retailer reinvent itself as a tech-powered ecosystem? Lisa Horton, Chief Communications & Creative Officer at David’s Bridal, dishes on the company’s grand modernization and how they’ve expanded to accommodate the next generation’s Gen-Z-sized aspirations. 

Here Comes the Algorithm

Key takeaways:

• David's Bridal's "Aisle to Algorithm" pivot puts AI at the center of everything — f...

Recorded live on the Shoptalk Spring show floor, Phillip and Alicia sit down with Leah Logan, VP of Retail Media Transformation for Inmar Intelligence, and Andrew Lipsman, Founder & Chief Analyst at Media, Ads + Commerce, fresh off a spirited on-stage debate about agentic commerce. We debunk AI Traffic Apocalypse predictions and make the case for creators as a critical yet overlooked retail media channel. 

The AIpocalypse, Expl...

Recorded live at Shoptalk, Phillip and Brian sit down with Heather Rivera, Chief Business Officer at Wing (an Alphabet company), to talk about how Wing has crafted our five-minute delivery future. Spoiler: the novelty of drones wearing off might be the best thing that ever happened to the industry.

Building the Drone While We’re Flying It

Key takeaways:

• Wing's fastest recorded delivery: 2 minutes, 37 seconds...

Recording LIVE from the show floor of Shoptalk Spring 2026, the Future Commerce team brings our hottest takes and deepest insights from this year’s event. PLUS: We celebrated the launch of our newest zine, STRATA Vol. 001, with over 150 of our favorite people (including Snoop Dogg?). Get your copy at futurecommerce.com/strata. 

Our Week In the STRATAsphere

Key takeaways:

• AI was the headline theme, but the hu...

Armand Wilson, Chief Revenue Officer at Whatnot, joins Phillip and Brian to unpack why live shopping finally took hold in the West. Drawing from Whatnot’s recent 2026 State of Live Selling Report, we trace the platform's origin from a niche Funko Pop marketplace to an $8B GMV juggernaut after landing $225 million in Series F funding.

Main Street Went Live

Key Takeaways:

• The barrier to entry for live selling ...

Zia Daniell Wigder, Global President of Shoptalk and Groceryshop, joins Brian and Alicia to mark Shoptalk's 10th anniversary and unpack the themes defining the spring show in Las Vegas. (Hint: AI isn't the headline, it's the backdrop.) A week before one of retail’s biggest, most beloved shows, Zia maps the tensions, the conversations, and the hot topics shaping the next era of retail events. 

The More We Automate, the More We M...

As ChatGPT pulls back on native in-app checkout, malls becomemainstream again. Is agentic commerce ready for primetime, or are consumers seeking more analog experiences? PLUS: Dick's Sporting Goods' loyalty loop that turns steps into spending power, and a dystopian new platform that rents out humans for AI agents that can't operate in the physical world. Everything old is new again.

Granny’s Favorite Store Goes to TikTok Shop

Phillip and Brian get deep on a week when everything felt a little unhinged: Shopify's AI sidekick started building custom apps, Iran allegedly took out AWS data centers mid-Claude-outage, and the McDonald's CEO went mega-viral just days after Phillip prophesied it. Underneath the chaos, a throughline emerges: the things we've used to measure value (view counts, credit card rewards, third-party apps, and AI contracts) are quietly e...

We’re live and poolside at the close of eTail Palm Springs. This year’s conference brought less theory and more proof, from agentic platforms doing actual operational work to the quiet rise of go-to-market tooling among merchants. One thing is clear: AI stopped talking and started shipping. Brian and Phillip break down the sessions, hallway conversations, and briefings that mattered most, and dive into their marathon week of discus...

Jonathan Cohen, CMO of Onyx Global Group (Pure Daily Care & Aquasonic), joins Phillip and Alicia to trace the arc from Amazon-first launches to TikTok Shop dominance. This week, we unpack the unmeasurable and explore what it actually means to cede your marketing playbook to a creator economy that doesn't need your permission.

Control Is Overrated, Anyway

Key Takeaways

• Creators are the new CMOs. Brands don't ...

In just one year, Daily Harvest was acquired by Chobani, dropped its subscription requirement, and launched a campaign calling out the wellness hype machine. CEO Ricky Silver joins us to talk about the facts in an industry dominated by fiction.

Selling Food, Not Fiction

Key takeaways:

• The wellness hype machine is exhausting consumers. Daily Harvest's "Eat Food, Not Fiction" is its counter-punch.
• Subscriptio...

Most Super Bowl ads failed before they aired. Dr. Marcus Collins explains why. We break down the Super Bowl as a cultural spectacle: the ads, the Bad Bunny halftime show, and the Levi's strategy that no one is talking about.

Key takeaways:

• Why Marcus felt bad for every marketer who ran a Super Bowl ad this year
• The Lay's ad was beautiful. Marcus saw a father handing his daughter a lifetime of debt.
• How Levi's turned a 30-s...

LIVE from Manifest 2026: Shipium CEO Jason Murray reveals why AI transformation isn't about making old processes faster but fundamentally rethinking workflows. From turning three-day analytics tasks into minutes with Orca to exploring adjacent areas such as auditing and consulting, Phillip, Brian, and Jason unpack how domain-specific AI creates competitive moats in an era when traditional advantages are dissolving.

Some Kid In H...