Manny and Joe kick off 2026 with the SimilarWeb data that's been making the rounds and it's a wake-up call. ChatGPT dropped from 87% to below 75% traffic share while Gemini surged 260% on Google's ecosystem play. The takeaway? Retailers betting on a single AI partnership are building for a monopoly that's already fragmenting.

We break down what Grok's rise from zero to 2.9% signals, why Amazon's goal to double sales with zero workforce growth should terrify competitors, and make some bold predictions: ChatGPT below 50% by year-end, Gemini hitting 35% by mid-year. Plus: why 2026 is the year of reckoning where CEOs finally demand real ROI on AI investments and a lot of pilots become dead bodies.