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year-review

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Two Years of AI Commerce: An Honest Assessment

Two Years of AI Commerce: An Honest Assessment

In January 2024, NRF was full of AI announcements and cautious optimism. In May 2026, the infrastructure is built, the first data is in, and the picture is (like most things in commerce) more complicated than the enthusiasts or the sceptics predicted. Here's my honest read.

·8 min read

AI Commerce in 2025: The Year Agents Became Real

The infrastructure for agentic commerce arrived in 2025. Payment rails, checkout integrations, holiday-season data — all of it landed at once. The harder question is why consumer behaviour hasn't caught up yet.

·6 min read