Thinking

We read the signals before they become trends: AI, agents and owned channels, explained clearly for the people making decisions.

A chef hands a takeaway bag to a courier while a phone displays an ordering conversation.

AI agents

The next delivery app may be your restaurant’s AI chat

A customer can start an order in ChatGPT and send it straight to a restaurant. The real question is who controls the menu, the customer data and the margin.

3 min readRead article

Customer checks a phone in a premium store while an associate prepares a package; conversational checkout happens before the website.

Agentic commerce

Meta, TikTok and Google are moving commerce into the conversation

TikTok and Google are bringing purchases closer to their surfaces, while Meta connects business agents to operational tools. The question is not where payment happens, but how much of the relationship remains yours.

5 min readRead article