Google's AI Mode is turning Agentic
My thoughts on the Instacart partnership
Business Wise
A weekly read for DTC and consumer brands on how AI search, shopping agents, and brand visibility are reshaping discovery.
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Getting cited by ChatGPT once is not a moat
A conversational assistant that converts at 2x, why citations decay, and the one place shoppers still won't let AI take over.
Still think your customers don't shop with AI?
This letter is for you
I got Shopify on the phone about the new AI reports
What Shopify's agentic dashboard counts — and what it can't
AI-referred shoppers convert 42% better.
And a low-tech AI measurement any founder can start
You can finally see your AI sales
Shopify just turned the lights on
The #1 source on Pampers isn't Pampers.com
It's a Forbes forum thread... what that tells every DTC brand about visibility in AI search right now.
The receipts are in: AI search is compounding, fast
Real May numbers from three DTC brands
Amazon wants to be your shopping brain
The deal you need to read carefully
Plan as if Google sends you zero
The Condé Nast memo DTC can't ignore
US retail sites aren’t machine-readable to be visible to AI search at all
I'm BACK!!
Why OpenAI's Instant Checkout quietly disappeared
And why half your GEO strategy is missing
Traffic from AI assistants to U.S. retail sites grew 4,700% last year.
The AI Traffic Stats You Can’t Ignore
If You Hate AI, This One’s For You
Why you can hate the hype and still prepare your brand for what’s coming.
When Distribution Changes, Everything Changes
MCP is reshaping the media and PR ecosystem
AI Commerce Is Breaking Things (And That's the Point)
AI returns fraud is here, so is agentic commerce
AI Search Is Driving More Revenue to Your Brand Than You Can See
Plus: Walmart’s 35% bigger AI baskets and Reddit’s new shopping experience
Building a Brand AI Can’t Ignore
From Bing’s AI citations to Reddit. Why GEO is now infrastructure for DTC visibility.
The First Step to Understanding ROI from AI Search
Brand safety in AI is the prerequisite for return on investment from AI Search
AI shopping agents are coming for Instagram
We need to start treating agents as a real channel in 2026