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Archives AI

Humane AI pin

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. Read more →

Consumer Trends: AI, Ozempic, and the Economy

From the Editor

Introducing Consumer Trends: AI, Ozempic, and the Economy

Is there anything hotter this summer? Read more →

Sweetgreen’s Infinite Kitchen

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. Read more →

Airbuds

Executive Briefing

Why Google’s Pixel Buds matter

And Amazon’s attempt at AirPods. And maybe even Microsoft’s. Read more →

Executive Briefing

Google’s Assistant advantage, Fixing the Apple Store

Plus: Liquid Death canned water, parody or perfection? Read more →

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