Hey y’all,
Sorry I’m a few days late on the letter this week. I’m back from Biarritz and still thinking about that water. I’ll spare you the full love letter this time — it’s a heavy news week and I’d rather spend the room on you.
Quick framing before we go in. Last week was about the number: Shopify finally put a dollar on AI sales inside your admin. This week is about the scoreboard. The platforms have started handing brands actual instruments to see how they show up inside AI — including one that grades you against your competitors, where everyone can see the standings.

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