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Executive Briefing
The AI pin is probably doomed
But Humane’s new thing is a sign of things to come. Also: Instacart’s first earnings, when DTC marketplaces make sense, and the Amazon Fashion flop.
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From the Editor
Introducing
Consumer Trends:
AI, Ozempic, and the Economy
Is there anything hotter this summer?
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Executive Briefing
Consumer behavior is ‘difficult to predict at best right now’
Notes from Target and Walmart earnings. Also: Robot salads, Drizly data, and Instacart’s early vision for AI-native grocery shopping.
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Executive Briefing
Why Google’s Pixel Buds matter
And Amazon’s attempt at AirPods. And maybe even Microsoft’s.
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Executive Briefing
Google’s Assistant advantage, Fixing the Apple Store
Plus: Liquid Death canned water, parody or perfection?
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