Ecommerce
Meta just quietly shipped native Image Templates inside Commerce Manager. If you run Catalog Ads, you just watched an entire SaaS category die. No more Flexify. No more CustomPix hacks. It's all built-in now.
Artificial Intelligence
We assume artificial intelligence will soon autonomously buy all our groceries and manage our daily shopping. The reality is that agentic commerce is a theoretical fantasy completely blocked by unresolvable payment liability and fundamental consumer psychology.
Robotics
We assume the future of online retail is a race to the bottom controlled entirely by the Amazon search bar. The success of independent footwear brands like Atoms proves that modular infrastructure allows obsessive founders to bypass monopolies and build highly lucrative cult communities.
Meta
We think Meta is just a social feed where brands buy basic image advertisements. They are actually building an ecosystem where businesses can instantly generate custom applications using simple text prompts.
Artificial Intelligence
We assume artificial intelligence will completely revolutionize digital advertising through personalized creative assets. In reality, generative algorithms are actively shifting the entire balance of ecommerce power directly toward aggregate customer reviews.
Technology
Financial media is usually incredibly dry and brutally boring to consume on a daily basis. TBPN solved this massive engagement problem by wrapping hardcore market analysis in a highly entertaining, brotherly dynamic.
Shopify
We talk about AI replacing writers. But the real disruption is coming for the "Purchaser." Agentic Commerce will connect the demand signal directly to the factory floor, removing the human bottleneck in the middle.
Artificial Intelligence
The tools finally caught up to the hype. This year, we didn't just "play" with AI; we built our entire Black Friday strategy on it. Inspiration: Early performance surprises and the realization that I could generate 50 high-quality ad variants in the time it used
Economy & Markets
Shopify: The Inevitable Journey to the S&P 500 Inspiration: The tensions that began to develop between CRA and Shopify. While none of this is financial advice, my prior bets on Uber and Palantir showed the power of index inclusion. So, we are going to talk about how Shopify’