Future Commerce

Shopify Earnings Go Wild, and American Retail is OVER.

51:24

Phillip and Alicia open the back-to-school season with a modern dichotomy: NRF data shows shoppers playing chicken, while Shopify posts a quarter where agentic traffic tripled. PLUS: After a summer abroad in London, Phillip reflects on behaviors unique to U.S. shoppers.

Get ‘Em While They’re Young

Key takeaways:

Retailers are manufacturing visible human effort as a hedge against frictionless…