Future Commerce

Taste can’t be manufactured, so brands are hiring the people who have it. Writer and gr8 collab founder Emma Apple Chozick returns to talk with Phillip about her creative process (sans content calendar), building ShopMy’s Signals Substack on proprietary data, and what the long-gone BEST Products showrooms can teach us about designing retail spaces worth remembering.

A Category of One

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Welcome to Future Commerce Rewind, where we revisit our deepest and most enduring conversations. This week, we're playing back our April 2025 conversation with Andrew McLuhan, grandson of Marshall McLuhan and director of The McLuhan Institute. Andrew joins Phillip and Brian to explain why his grandfather's ideas still hold up: the side effects of a technology tend to become its main effects, and the Global Village was never as idyllic as it sounds. AI has become a companion, an advisor and a shopping assistant. McLuhan's asks the core question: what do our new tools extend, and what do they change...

The in-house research team has hollowed out, and the LLMs picking up the slack are only delivering their best guesses. Merciv, the agentic brain behind Future Commerce’s Signal Reports, has set out to deliver auditable, defensible, and unified reporting solutions — and it’s redefining what brands are capable of achieving in-house in the process. 

Phillip and Alicia welcome Merciv co-founder and CEO Shaia Erlbaum to the show to talk about how brands can read signals in real time, and verify their relevancy. Shaia argues that data itself is commoditizing, but verification is not. The most honest consume...

Nikita Walia and Elliot Vredenburg of U.N.N.A.M.E.D. Studios took to the VISIONS stage at MoMA last year to enlighten a room of retail executives and brand marketers about the realities of worldbuilding. Their theory: a brand’s final form is decided by the public—and the strategist's job is to navigate that story, not control it. And they use Mercator, Buckminster Fuller, Guy Debord, free public Wi-Fi, and an acne sticker to back up their claims.

Mapping Meaning Isn’t About Being Right

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Can anyone tell the staged from the real anymore? On today’s After Dark: We’re growing increasingly certain that everything is fake now. Amazon drones delivering your package to the deep end of your backyard pool? Curiosity bait. A bunch of Kindergarten moms actually keeping up in a group thread? A Suno commercial. That behind-the-scenes footage? AI-generated – but you watched it, didn’t you? PLUS: The minds of Nathan Fielder and Lance Oppenheim have converged to craft what’s anticipated to be one of the most compelling documentaries we’ve ever seen.

This episode is exclusive to Future Co...

The next big advertising opportunity is here. The audio systems in Dollar General’s 21,000 stores connect shoppers with advertisers and drive loyalty. Austin Leonard, VP and GM of Dollar General Media Network (DGMN), sits down with Phillip and Alicia to explain why the retailer has doubled down on audio and the role that non-endemic advertisers play in his long-term vision.

“The Cocktail Party Effect”

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Phillip sits solo to unpack conflicting economic signals: Shopify's monster quarter against a Census report showing eCommerce eating share while retail overall slows. What does this mean for brick-and-mortar? Although stores still make up most retail sales, their mission and value have shifted. The good has become secondary to the experience of acquiring it. Plus, he breaks down why the monoculture returned in a summer of shared events, and what's on the FC docket through November 3rd.

The Monoculture Isn’t Dead, It’s On Substack

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Phillip and Alicia open the back-to-school season with a modern dichotomy: NRF data shows shoppers playing chicken, while Shopify posts a quarter where agentic traffic tripled. PLUS: After a summer abroad in London, Phillip reflects on behaviors unique to U.S. shoppers.

Get ‘Em While They’re Young

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MoMA welcomes three million people to its Midtown campus in a good year. But the beloved cultural institution now has the power to reach multiples of that through a hoodie, a Lego set, and a chicken-shaped cutting board. Chief Retail Officer, Jesse Goldstine, joins the show to explain how MoMA inverted the museum retail model, how every product in the store thoughtfully ties back to MoMA’s art, and where the design institution draws the line between rolling out AI partnerships while protecting human craft. 

Until the AI Overlords Say Otherwise

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Retail media is now a $100 billion industry. Collin Colburn, VP of Commerce and Retail Media at the IAB, says we’ve entered commerce media's "day two" –  the era where operational integration, interoperable measurement, and the arrival of the agentic shelf matter more than launching another network. 

We unpack why brands started calling retail media a tax, why Collin says we should blow attribution up, and whether an ad-supported agent can stay trustworthy.

Welcome to Day Two

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It's a birthday After Dark! On this episode, Phillip and Brian work through the current state of consumer trust (it's not looking good). PLUS: Everyone's a critic! The reviews of The Odyssey are in, and Brian thinks Tarantino would have done it better. Air Bud's also making a triumphant(?) return, rocking some Air Jordans, appropriately.

This episode is exclusive to Future Commerce Plus members.  Subscribe to listen at www.futurecommerce.com/plus

Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Boll & Branch spent 12 years doing the unfashionable thing: perfecting the product first and figuring out distribution second. Chief Commercial Officer Katia Unlu joins Phillip and Brian on today’s episode to discuss Boll & Branch’s store expansion strategy, an AI-generated damage claim that went viral, and the case for stimulation over substitution. 

That’s Not How the Waffle Blanket Tears

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Maveron partner Natalie Dillon joins Brian and Alicia to challenge the consumer-collapse narrative: sentiment sits at post-9/11 lows while spending breaks records. Natalie sheds light on truths of today’s consumer, who is skeptical but continually shopping amid a cultural undertow where AI adoption stays surprisingly shallow, Gen Z turns skeptical, and analog living re-emerges as status. PLUS: Are cults the new future of commerce? 

Your Gen Z Consumer Is Busy Touching Grass

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Ben Dietz convenes Casey Lewis (After School), Daisy Alioto (Dirt), and Erica Chen (Media Futures Group, WPP) on the collapse of the wall between editorial and commerce. Publishers are shipping perfume, brands are hiring writers, and the relationship forming in your inbox isn’t human-to-human anymore. 

What happens when the scenic route is quicker? When “wasted” time actually is the relationship? Your total addressable market now includes agents, and those agents are trained on the taste you are curating. After all – what you buy is who you become, but what you read is how you decide. 

Base No...

The funnel most marketers grew up on – see the ad, click, browse, add to cart, buy – did not gradually erode. It came apart almost overnight, as shoppers got comfortable discovering, deciding, and buying inside social feeds and LLMs, often in a single moment.

Recorded live at K:LDN 2026 in London, this is the close-out conversation for the series, a step back to ask what actually replaces the funnel and what it demands of the brands trying to keep pace.

Alicia Esposito of Future Commerce sits down with Kelsey Capps, who leads Klaviyo's product work across anal...

"Service is the new storefront" has been a slogan for the better part of a decade, usually followed by a promise to turn a cost center into a profit center that never quite arrived. What changed is not the ambition. It is that the plumbing finally exists.

Recorded live at K:LDN 2026 in London, this conversation is about what becomes possible when a brand can pull customer data from any channel and hand it, in real time, to a human or an AI agent.

Phillip Jackson sits down with Kelly Thacker of Klaviyo's product marketing...

For years, the marketer's job ended when the campaign shipped. Hit send, check the numbers, measure growth, repeat. That model is changing, and what replaces it is agentic orchestration, where the system and the journey around a message matter more than a single send.

Recorded live at K:LDN 2026, this conversation pairs the person building the AI with an operator running it at real scale. Gilbert Hsu, who leads Marketing AI at Klaviyo, sits down with Alon Turchin, VP of Retention at Particle, a US-manufactured DTC self-care brand for men with a marketing team based in Israel.<...

Social is where discovery happens now, but it is rented land. You can build an audience of hundreds of thousands and still not own the relationship, because the algorithm decides who sees you and the landlord keeps raising the rent.

Recorded live at K:LDN 2026 in London, this conversation is about turning borrowed reach into something a brand actually owns. It pairs the person building the tooling with the person living the problem every day.

Brett Bernstein, who came to Klaviyo through its acquisition of Gatsby and now leads its new social product, sits down...

Recommending the wrong whiskey to a loyal customer does not just miss a sale. It breaks trust, and once trust breaks, no amount of personalization copy fixes it.

Recorded live at K:LDN 2026 in London, this conversation is about the thing every brand now has in common. Everyone has access to the same AI tools. So what actually separates the brands winning with them from the ones just using them?

Phillip Jackson sits down with Jake Cohen, VP of Insights at Klaviyo, and Tim Martin-Harvey, Head of Ecommerce at The Bottle Club, a UK multi-brand...

K:LDN 2026 opened to more than a thousand merchants and set a clear vision with several key product announcements: Klaviyo’s expanding toolset has become powerful enough to let a brand of any size operate at a scale that once required a full team. The promise of personalization, long marketed but rarely delivered, has finally become something all brands can ship.

Phillip Jackson sits down live with Klaviyo CMO Jamie Domenici and IDC research director Roger Beharry Lall to break down the trends that are shaping the future of retail and Klaviyo as an organization: 

the...

On this edition of After Dark: Spielberg's flop(?), GLP-1s are melting nightlife, Midjourney's health pivot, and why this is the Bad Place. this episode is exclusive to Future Commerce Plus members – sign up now at futurecommerce.com/plus.

Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

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.

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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.

When the Future of Commerce Is Circular, Every Brand Is A Secondhand Brand

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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 transf...

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.

Where Are Your Next New Customers?

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Get all After Dark releases by joining Future Commerce Plus: www.futurecommerce.com/plus.Future Commerce Plus members get 20% off STRATA: www.futurecommerce.com/strata.

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.

Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

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.

A Shopper for Every Shopper

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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.

Enabling People To Be People

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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.

Enter the Delegation Era

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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.

The Royal Pop Heard 'Round the Internet

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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.

Paleolithic Brains; Medieval Infrastructure; Godlike...

The funnel’s compressing, content volume is exploding, and everything is quickly descending into AI slop. But the Miami heat and chilled coconut water hit just right, so everything is juuuust fine. 

We’re unpacking our hot takes fresh out of POSSIBLE, Hyve’s sprawling beachside conference at the Fontainebleau and Eden Roc resorts. Between Walmart's "Who Knew" thesis, EMARKETER's no-safe-channels reset, and Phillip's case for what it would take for POSSIBLE to rival Cannes, the team weighs what makes a conference culturally relevant and what's still missing from most experiences.

Great, Now We’re Drowning...

What happens when a cultural figure with 20 years in the limelight decides to become a brand operator? Adam Domian, SVP & Head of Commerce and Audience at 11:11 Media, joins Phillip and Brian to break it down. From Walmart shelves to TikTok lives, Adam shares how Paris Hilton's portfolio balances licensing cash flow with equity-driven brands like Parive, and why "founder energy" is becoming a moat in an AI-saturated marketplace, especially with someone “sliving” such a dynamic and coveted life. 

Commerce Is Hot

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People will let AI be their therapist but not their partner, their assistant but not their manager. Gillian Katz of Hannah Grey VC joins Phillip and Brian to unpack the firm's newest Cultural Vibrations journal and the qualitative study behind it: a read on how people are actually negotiating AI's role in their lives, domain by domain, role by role; from anthropology to sommelier frameworks to Goodhart's Law.

You Can Manage AI, but AI Can’t Manage You

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"There will be a lot fewer people employed doing existing work in not just insurance, but in all business." Phillip reports from the press pool at Semafor World Economy 2026, where 500 CEOs, a quarter of the US Senate, and 20 G20 finance ministers spent two days in Washington DC sketching out the next decade. Inside: why the AI race is really the electricity race (and why we may have already lost it to China), the $10 trillion and 250 gigawatts Meta says AGI will cost, Senator Mark Kelly on the new commercial space economy, Levi's 50% DTC milestone, Ralph Lauren's experience-economy flex, and why...

Furniture.com is a new kind of furniture marketplace: a single platform aggregating more than 3 million SKUs from 80+ retail partners, using standardized data and AI-powered personalization to replace the 15-hour odyssey most shoppers endure. VP of Brand & Creative Olivia Hnatyshin joins Phillip and Brian to unpack how the team is rebuilding the third-most expensive purchase of a person's life – one where hunter green and forest green finally mean the same thing.

Building the Zillow of Furniture, One Couch At A Time

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Evelyn Mora, founder and CEO of VLGE, joins Phillip and Brian to challenge how we think about AI training data, brand identity, and the coming era of individual-first commerce. We move from the mechanics of world modeling to the cultural philosophy of what it means for brands to let go, adapt, and become an ingredient rather than the star of the show. 

PLUS: Strata Volume 001 is available for purchase now! 

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Andrew Youderian joins Phillip and Brian to break down the 2026 eCom Trends Report: a decade in the making, 300 brands surveyed, and a lot of conventional wisdom overturned. The data reveals a diverging landscape where gross margins are climbing but net margins are shrinking, Amazon's dominance is quietly unwinding, and AI's productivity promise hasn't quite arrived – yet.

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How does a 76-year-old legacy retailer reinvent itself as a tech-powered ecosystem? Lisa Horton, Chief Communications & Creative Officer at David’s Bridal, dishes on the company’s grand modernization and how they’ve expanded to accommodate the next generation’s Gen-Z-sized aspirations. 

Here Comes the Algorithm

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Recorded live on the Shoptalk Spring show floor, Phillip and Alicia sit down with Leah Logan, VP of Retail Media Transformation for Inmar Intelligence, and Andrew Lipsman, Founder & Chief Analyst at Media, Ads + Commerce, fresh off a spirited on-stage debate about agentic commerce. We debunk AI Traffic Apocalypse predictions and make the case for creators as a critical yet overlooked retail media channel. 

The AIpocalypse, Explained

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