Ecommerce
Shopify: The Inevitable Journey to the S&P 500 Inspiration: The tensions that began to develop between CRA and Shopify. While none of this is financial advice, my prior bets on Uber and Palantir showed the power of index inclusion. So, we are going to talk about how Shopify’
Economy & Markets
Ozempic This. Ozempic That. Inspiration: The Economics of Insurance, Marginal Revolution Podcast. By the time I am writing this (October 2025), I am going to assume you were not living under the rock and heard about new drugs like Ozempic at least once. Maybe it was on the news. Maybe
OpenAI
$500B in valuation by the way, ladies and gentlemen... Inspiration: Earlier conversations on Threads and now, OpenAI introducing ChatGPT Atlas. It’s almost like the market did not learn from its past, but hey, maybe this could create another buying opportunity. Today, OpenAI introduced ChatGPT Atlas and the internet was
Economy & Markets
Smart TVs Fueled YouTube's Living Room Takeover, right? Inspiration: Your TV remote sitting next to you. First of all, let’s make it clear that this is not a political post that trashes tariff policy, or taken by an international commerce expert. Once again, this is a performance
Thanks to Google AI/Gemini and Personalized Health Coach, Google will win the wearables space Inspiration: Several attempts by Apple Fitness+ to monetize, my own need for such an agent, and the announcement of the Apple Watch 11. Alright. I wasn’t going to write about this piece this week,
Artificial Intelligence
Best Way to Work with AI (From a Performance Marketer and SEO Expert's Perspective) Inspiration: How people used to call the way I write as Grammarly, and my odd talent for SEO without any prior training. Alright, let’s get it rolling. Before we get into the “best