Future Commerce

Phillip and Brian run the docket: why "proof of work" is the new luxury signal, what the AI export-control fight shares with a brand guarding its trade secrets, and how AI is flooding the patent office while quietly favoring incumbents.

But perhaps the most profound part of the conversation lies in two trends taking internet culture by storm. "Tasteslop" and Korea's "dopamine sites" appear as distinct ideas, but they’re actually two faces of the same impulse: consumption stripped down to pure signal.

Resale is forcing brands to rethink product design, pricing, and customer acquisition from the ground up.

Ryan Rowe (Archive) and Alison Buchanan (Lululemon) join Brian and Alicia to unpack how lululemon’s Like New evolved from a sustainability pilot into a meaningful commercial channel. We unpack messy reverse logistics, the AI agents now quietly running warehouse decisions, and the organizational vision required to make circular commerce work across a vertically structured enterprise.

Dr. Mark Grether, SVP and General Manager of PayPal Ads, joins Phillip from PayPal's Manhattan offices to argue that the merchant storefront is migrating off owned websites and into LLMs. This may make the mechanics of customer experience and loyalty a bit murky, but Mark explains how PayPal's "transaction graph,” built on real purchases across 30 million merchants and 400 million consumers, acts as the deterministic identity layer that the post-cookie ad world has been missing.

We also cover the evolving world of commerce media, from zero-click commerce and CTV attribution to PayPal Ads’ newest product, Storefront Ads, which transforms the creative into the checkout.

Snap, Inc.'s Sid Malhotra makes the case that the platform most brands wrote off as "babies and teens" has quietly grown up. Now, commerce is migrating into these private, conversational spaces where nearly one billion users actually spend their time. We dig into why the traditional funnel no longer holds consumers’ nuanced behaviors, how creators and chat shape decisions long before the last click, and what AI Sponsored Snaps mean for brands willing to be the answer rather than just another link.

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An AI agent burns $12 building a fake Android phone nobody asked for. From there: Pope Leo's encyclical, a tick crisis blamed on vanishing chickens, a website that's cookied Phillip into Spanish forever, and The Devil Wears Prada 2, feat. why media was the visionary all along.

Recorded live at Google Marketing Live 2026, Phillip and eCommerce reporter Nicole Silberstein sit down with Ashish Gupta, VP & GM of Merchant Shopping at Google, who is behind the foundational commerce infrastructure powering the Shopping Graph and Universal Commerce Protocol. Gupta breaks down the GML announcements: UCP's expansion beyond shopping into hotels and food delivery, the multi-item Universal Cart that spans Search, Gemini, YouTube, and Gmail, and why the future of agentic commerce still depends on merchants nailing the fundamentals.

Recorded live at Google Marketing Live 2026, Phillip sits down with Nick Fox, SVP of Knowledge & Information at Google — the executive overseeing Search, Ads, Commerce, and geographic mapping products. Building on the prior day's I/O announcements, Fox unpacks how Gemini is reshaping Google's consumer and advertising products, why the Universal Cart strikes a balance between human taste and agentic convenience, and how two-plus decades at Google inform his view of building technology that shapes the lives of billions.

At Google I/O 2026, Phillip sits down with Suresh Ganapathy, Senior Director of Product Management for Consumer Shopping at Google, to unpack the day's announcements: Universal Commerce Protocol's expansion into new verticals, agentic payments arriving in Gemini Spark, and the debut of Universal Cart. We trace what these foundational pieces mean for how a billion daily shoppers, and the merchants serving them, will operate in an agent-mediated economy.

The Swatch x AP "Royal Pop" arrived after a week of generative AI fan renders, watch-Twitter speculation, and a 24-hour emotional rollercoaster from disappointment to "actually, this might be iconic." Phillip and Brian sit down with Michael Miraflor to unpack the speedrun spectacle, the high/low collab playbook, and why the purchase is just the tip of consumer participation.

Matt Maher, founder of M7 Innovations and the thirty-fifth member of the MIT Media Lab Consortium, joins Phillip and Brian to interrogate what really happens when enterprises leap from "zero to one" to "one to a hundred" with AI. The conversation moves from the productivity paradox (studies showing AI can add 20% to completion time even as users swear it saves them work) to the human hand-off in commerce, the limits of agentic shopping, and the shrinking aperture of the internet. The big takeaway is that 2026 is the year of assessment, not aspiration.