Shopify, Unity Get Slammed by Anxious Market
Talk about unforgiving! The great enterprise stock sell-off of 2026 recommenced on Wednesday, and it dragged down a couple of companies—Unity Software and Shopify—after they each reported decent D...
Inside the Stream: ESPN’s DTC Pricing, HBO Max Redux, NewFronts
This week we discuss the new ESPN direct-to-consumer app, which was announced this week. Colin thinks that at $30 per month it’s too expensive relative to other streaming services, yet given the b...
Google Launches Agentic Commerce With Etsy and Wayfair
Google’s standard for connecting businesses and artificial intelligence (AI) agents is beginning to power checkout in the United States.
The Universal Commerce Protocol (UCP), which was i...
Why AI First Slows, Then Accelerates Manufacturing Performance
Manufacturers racing to deploy artificial intelligence (AI) are often experiencing an uncomfortable reality: productivity declines before gains materialize.
A study by MIT Sloan describes w...