All 19 Retail & E-commerce posts we have indexed from venture capital blogs and newsletters, plus the highest-scoring pieces of the past year and the people who write about it most.
Shopify embraces Meta's Muse shopping agent while Amazon blocks it—a choice driven by business-model incentives. The tension reveals how agentic commerce threatens high-margin ad revenue for platforms like Amazon, while creating new distribution opportunities for others.
As AI shopping assistants intercept customer relationships, marketplaces face a power shift: Amazon blocks Muse while Shopify welcomes it, revealing divergent economics around who captures discovery, advertising, and customer data when agents mediate commerce.
E-commerce is returning to normal growth driven by execution—selection, speed, and price—not pandemic tailwinds. AI is showing measurable impact in search, personalization, and cost reduction rather than hype, while success is broadening across categories and company sizes.
Klaviyo's CEO on how a 2,300-person e-commerce SaaS company is rebuilding its product for AI agents: the L3 autonomy mandate for all employees, Dark Factory (agents that build agents), coaching layers over base models, and API-first architecture as the default product surface.
Shopify, Toast, and Samsara are crushing growth benchmarks (30%+ YoY) because they price on transaction/location/asset throughput rather than seats, and their customers' physical outputs remain immune to AI displacement—unlike seat-based software or knowledge-work tools.
Atlassian eliminated free Creator Lite seats in Loom post-acquisition, forcing viewer-only users to paid tiers and converting a growth distribution channel into a collections problem—a playbook followed by Salesforce/Slack, Intuit/Mailchimp, and IBM/HashiCorp within months of acquisition, driven by per-seat revenue pressure in the AI era.
Consumer AI agents are reshaping retail discovery and commerce, shifting power from retailer storefronts to whoever influences agent recommendations—a structural shift comparable to the desktop-to-mobile transition, with early winners already proving the model works.
Caraway founder Jordan Nathan held his product spec for a ceramic cookware brand and its coffee maker across eight years of delays, factory failures, and cost pressures—choosing to ship exactly what he promised rather than compromise. A case study in execution discipline and the difference between conviction and momentum.
Saastr (5) · The Sociology of Business (3) · Jessie Harris (3) · BIG by Matt Stoller (2) · Newcomer (2) · A16Z (2) · The Micromobility Newsletter (1) · Tanay Jaipuria (1) · Stratechery (1) · Madrona Ventures (1)
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