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 ↗Insights
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