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RESEARCHQUARTERLY · BY INVITATION

Notes from the field.

Quarterly reports, market briefings, and operator notes — written by the team deploying the capital, not analysts watching from a distance. Distributed to a private list of clients and partners.

COMMERCE INTELLIGENCE · OCTOBER 2026

The next customer starts with a conversation.

What Shopify agentic commerce, ChatGPT shopping and Google Universal Cart mean for your business—and how to prepare.

Explore AI shopping readiness ↗
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