Top 5 this week

1. Shopify Opens the Door for AI Shopping Agents to Drive Sales

“Shopify’s Q2 results underscore how AI is becoming the backbone of modern ecommerce, signaling a shift toward intelligent, automated shopping experiences. As brands and consumers increasingly rely on AI-powered workflows, Shopify is positioning itself as the infrastructure powering the next wave of commerce.” ~Tom Rohlf

2. Amazon Wreaks Havoc on Ad Market, Knocking The Trade Desk Off Balance

“Moat? I don’t see a moat. Amazon continues to successfully disrupt most (not all) sectors it enters. DSP is one of those. For TradeDesk, losing half of your market cap in a year hurts. But the truth is, Amazon is winning. They have more 1P data on American consumers than any other ecommerce or ads company, and because of that they’re better suited to sell ad inventory. Amazon DSP is the future. And the future is here.” ~Clayton Atchison

3. The AI Retail Paradox: Optimize for Efficiency, Prepare for Disruption

“This strikes me as an interesting signal of where folks at AWS see things going for ecommerce. Consumers will likely have AI agents shopping for them sooner or later, which means your product’s data needs to be ready for close up algorithmic comparison. Things like emotional ad copy and flashy lifestyle images might lose their punch, while verifiable data on materials and performance become more critical. I’m curious to see which quantifiable attributes (sustainability?  warranties? reviews? sourcing?) end up mattering most to the coming AI shopping delegates.” ~Nikko Patten

4. Seller Updates: Walmart, Shopify, and Amazon Battle for Shopping’s Future

“This week is packed with updates. My favorite is Shopify’s new AI tools. Catalog, Universal Cart, and Checkout Kit signal a future where AI agents drive purchase decisions. If your listings aren’t structured for machine readability, you’ll be invisible. Sellers must optimize product data now to stay in the game as AI reshapes how customers find and buy.” ~Vanessa Hung

5. Apple Pledges Additional $100B in Manufacturing, Incentivizing Suppliers to US

“This is the kind of shift tariffs were meant to spark—bringing more manufacturing back to the U.S. It won’t end reliance on China, but could mark a new era fueled by robotics and automation to offset higher labor costs. The shift will be gradual, but could subtly reshape the industry.” ~Chelsea Cohen

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