ChatGPT just paused its buy button. The agentic commerce skeptics are doing a victory lap. Shiv and Myles aren't buying it.

This week it's just the two of them — no guest, no guardrails — working through the biggest story of the week and a mailbag full of questions from the smartest people in the industry. They break down why ChatGPT backing off instant checkout is a strategic pause, not a retreat, why Amazon's real moat has nothing to do with software, and why the iOS App Store is the most useful analogy for understanding where AI commerce is actually headed.

They also get into Amazon's new sponsored prompts inside Rufus, a wave of AI product launches with increasingly questionable names, and why the utopian promise of the open internet is a pretty good warning sign for what's about to happen to AI.

Plus the mailbag: who's best positioned to build the standard for agentic buying, whether walled gardens will eventually swallow AI the way they swallowed the web, and the hair care products powering the AI Edge podcast.

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New episodes every Monday. Get your AI Edge here.