How technology changes commerce.
I research AI Commerce, digital transformation, and the systems shaping how products are discovered, evaluated, and bought.
I've spent more than 20 years working across ecommerce, merchandising, marketplaces, Amazon, digital commerce, and technology. This site is where I document what I'm learning about how AI and other technological shifts are changing commerce, and what operators need to understand before the shift becomes obvious.
What I'm exploring
The questions I keep returning to as technology reshapes how commerce works, and how the pieces connect across disciplines.
AI Commerce
How AI is reshaping the way products get discovered, evaluated, and bought across marketplaces and retail. Rufus, Sparky, ChatGPT, and the agentic surfaces are the current front line.
Product Discovery
How shoppers, and increasingly their agents, actually find products. What surfaces a listing, what gets skipped, and how discovery is shifting from search boxes to conversations.
Digital Transformation
How commerce operations, tooling, and data systems evolve when technology moves faster than the org chart. What it takes for teams to keep up without simply adding headcount.
Search, GEO, and AI Recommendations
How search is moving from keyword ranking to AI recommendation. Generative Engine Optimization, Agentic Engine Optimization, and what decides whether an engine cites or recommends you.
Recent research
ChatGPT Ads Hit a $1 Billion Run Rate in 200 Days. The Audience Came First.
OpenAI says ChatGPT Ads reached a $1 billion annualized revenue run rate in under 200 days. A run rate is an extrapolation, not collected revenue. The more useful question is how any ad business scales that fast, and the answer sits in a sentence about something else: more than a billion weekly active users were already there.
The Trade Desk Is Showing What Agentic Media Buying Actually Looks Like
Kokai Zuma is being read as agentic AI arriving in programmatic. The release notes are more restrained: the assistant is in closed beta, one narrow execution capability exists, and the 32% CPA result came from a generally available optimization model. The interesting part is what The Trade Desk says it spent the money on.
YouTube and Amazon Just Split the Shopping Journey
Amazon joined the YouTube Shopping Affiliate Program today. The interesting part is not that creators can tag Amazon products. It is that YouTube’s own documentation says creators cannot see which videos or products drove the purchases, which tells you exactly where the seam between the two companies sits.
This is not an AI news site. It is a public notebook for understanding how technology changes commerce. The goal is to compound knowledge, connect ideas across disciplines, and document the questions, experiments, and patterns that help operators make better decisions.