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Oliver Buchannon
Jason Del Rey
Shopify thinks we're all obsessed with the wrong AI shopping story

Jun 17, 2026

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5 min read

Shopify thinks we're all obsessed with the wrong AI shopping story

Plus...a new SEMrush study, Claude shows product cards, and happy 7 months to us.

Jason Del Rey
Jason Del Rey
Marc Lore's kinda insane AI-powered food delivery dream

Jun 14, 2026

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10 min read

Marc Lore's kinda insane AI-powered food delivery dream

Starring drones, an AI nutritionist, and salad-making robots.

Jason Del Rey
Jason Del Rey
Inside retail's new obsession: Where should the AI shopping assistant live?

Jun 3, 2026

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8 min read

Inside retail's new obsession: Where should the AI shopping assistant live?

Plus, a big AEO exit. And survey says: "agentic commerce" risks a "trust tax."

Jason Del Rey
Jason Del Rey
9 unresolved questions defining this summer of agentic commerce

May 27, 2026

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6 min read

9 unresolved questions defining this summer of agentic commerce

Plus, Amazon wants to white-label its "Alexa for Shopping" tech for other retailers.

Jason Del Rey
Jason Del Rey
Inside Anthropic's strategy to win AI shopping from the inside out

May 20, 2026

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9 min read

Inside Anthropic's strategy to win AI shopping from the inside out

An exclusive interview with Anthropic's Americas chief. Plus, Google brings AI-powered shopping to...everything.

Jason Del Rey
Jason Del Rey
Breaking: Amazon folds the Rufus AI assistant into a new "Alexa for Shopping" feature

May 13, 2026

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5 min read

Breaking: Amazon folds the Rufus AI assistant into a new "Alexa for Shopping" feature

Plus, Shopify says AI traffic is the best traffic. And the latest Perplexity legal drama.

Jason Del Rey
Jason Del Rey
Amazon is staffing up for a serious push in agentic commerce

May 8, 2026

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2 min read

Amazon is staffing up for a serious push in agentic commerce

A free Friday update.

Jason Del Rey
Jason Del Rey
Can Hungryroot’s older-school AI win the grocery AI race?

May 6, 2026

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7 min read

Can Hungryroot’s older-school AI win the grocery AI race?

Plus Claude consumer apps, eBay's stunning turnaround, and an agentic commerce maximalist gets $$.

Jason Del Rey
Jason Del Rey
Inside the Arkansas factory trying to upend retail inertia--one AI-powered photo shoot at a time

Apr 30, 2026

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7 min read

Inside the Arkansas factory trying to upend retail inertia--one AI-powered photo shoot at a time

Backed by $300 million from Walmart, Eko is challenging the status quo. Plus, a new entrant in the Google/Shopify vs OpenAI protocol battle.

Jason Del Rey
Jason Del Rey
Amazon's next moves in AI shopping

Apr 22, 2026

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5 min read

Amazon's next moves in AI shopping

Plus, more ChatGPT ads are coming. And Ring spots a "bear" on my sidewalk.

Jason Del Rey
Jason Del Rey
Inside the design studio transforming Gucci, Glossier, and Nike stores into AI-powered wonderlands

Apr 16, 2026

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6 min read

Inside the design studio transforming Gucci, Glossier, and Nike stores into AI-powered wonderlands

Plus, Amex vs. AI agents gone wild. And a great time for curious people.

Jason Del Rey
Jason Del Rey
Stitch Fix was an OG in AI. Can its comeback stick?

Apr 8, 2026

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13 min read

Stitch Fix was an OG in AI. Can its comeback stick?

Plus, what to make of OpenAI's very confusing week. And Amazon's latest seller revolt.

Jason Del Rey
Jason Del Rey
The real talk happening off-mic at Shoptalk

Apr 1, 2026

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7 min read

The real talk happening off-mic at Shoptalk

Starring conversations about—and with—ChatGPT, Perplexity, The Home Depot, Lowe’s, Phia, Daydream, Alta, Glance, Firmly, and more.

Jason Del Rey
Jason Del Rey
Exclusive: ChatGPT’s new commerce product chief opens up about the hard lessons of building shopping in AI

Mar 25, 2026

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10 min read

Exclusive: ChatGPT’s new commerce product chief opens up about the hard lessons of building shopping in AI

In: faster, more visual shopping. Out: In-chat checkout, standalone shopping models.

Jason Del Rey
Jason Del Rey
How Target's tech chief hopes to lead an AI-powered turnaround

Mar 18, 2026

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14 min read

How Target's tech chief hopes to lead an AI-powered turnaround

An interview with Target's chief product officer. Plus, find me at Shoptalk next week.

Jason Del Rey
Jason Del Rey
Inside Google and Shopify's sprint to build the future of AI shopping

Mar 11, 2026

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11 min read

Inside Google and Shopify's sprint to build the future of AI shopping

...just as ChatGPT resets its approach. Plus, the Amazon/Perplexity saga continues.

Jason Del Rey
Jason Del Rey
An interview with one of my favorite e-commerce analysts, Part 2

Mar 5, 2026

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14 min read

An interview with one of my favorite e-commerce analysts, Part 2

Plus, ChatGPT already pulls back on one of its big AI shopping launches

Jason Del Rey
Jason Del Rey
Jack Dorsey's AI layoff theater and a tale of what Square could have been

Mar 3, 2026

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8 min read

Jack Dorsey's AI layoff theater and a tale of what Square could have been

A bonus issue of The Aisle.

Jason Del Rey
Jason Del Rey
Inside the messy AI vendor boom

Feb 25, 2026

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12 min read

Inside the messy AI vendor boom

Plus what the viral Citrini Research AI doomsday post gets wrong about DoorDash.

Jason Del Rey
Jason Del Rey
Exclusive: Amazon and OpenAI have discussed custom AI models for shopping

Feb 18, 2026

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5 min read

Exclusive: Amazon and OpenAI have discussed custom AI models for shopping

The latest in the will they/won't they AI reality drama.

Jason Del Rey
Jason Del Rey
Why the most popular mobile shopping app is saying No to AI shopping

Feb 11, 2026

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9 min read

Why the most popular mobile shopping app is saying No to AI shopping

Live-shopping giant Whatnot has other plans. Plus, a first look at Google's new "buy button" rollout.

Jason Del Rey
Jason Del Rey
The rise and fall of Amazon's AI-powered Go stores

Feb 4, 2026

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10 min read

The rise and fall of Amazon's AI-powered Go stores

An interview with one of its inventors. Plus, what does PayPal's CEO shakeup mean for its agentic commerce future?

Jason Del Rey
Jason Del Rey
Amazon, ChatGPT, and the AI race to shape our most personal consumer decisions

Jan 28, 2026

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10 min read

Amazon, ChatGPT, and the AI race to shape our most personal consumer decisions

The startup General Medicine wants a piece too. Plus a big cash infusion for a hot AI shopping app.

Jason Del Rey
Jason Del Rey
Tobi Lutke and the inevitability of Shopify

Jan 21, 2026

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9 min read

Tobi Lutke and the inevitability of Shopify

Plus Andy Jassy talks Amazon's agentic commerce thesis.

Jason Del Rey
Jason Del Rey
The real talk happening off-mic at NRF's 'Retail's Big Show'

Jan 15, 2026

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8 min read

The real talk happening off-mic at NRF's 'Retail's Big Show'

The good, good stuff.

Jason Del Rey
Jason Del Rey
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