Podcast: Future Commerce

“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 Balzac saw the “exterminator economy” coming 200 years ago. Plus: white smoke from Apple Park.

Future Commerce

Future Commerce | Episode 457: We Already Lost the Power Race to China. Now What?

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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.

Future Commerce

Future Commerce | Episode 456: How Furniture.com Repaired Furniture Shopping For Everyone

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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.

Future Commerce

Future Commerce | Episode 455: Everything Is Trained On You: Inside the World Model Layer

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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.

Future Commerce

Future Commerce | Episode 454: The Blueprint for Independent Brands with eComFuel

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00:00 / 00:42:33

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.

Future Commerce

Future Commerce | Episode 453: LIVE at Shoptalk Spring: Architecting a 360° Wedding Ecosystem with David's Bridal

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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.

Future Commerce

Future Commerce | Episode 452: LIVE at Shoptalk Spring: Retail Media Confessions, Hype Cycles, and the Creator Reckoning

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00:00 / 00:26:49

Recorded live at Shoptalk, Phillip and Brian sit down with Heather Rivera, Chief Business Officer at Wing (an Alphabet company), to talk about how Wing has crafted our five-minute delivery future. Spoiler: the novelty of drones wearing off might be the best thing that ever happened to the industry.

Future Commerce

Future Commerce | Episode 451: LIVE at Shoptalk Spring: Wing’s Heather Rivera on Five-Minute Futures

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Oreos are Baptist, Biscotti are Anglican, and we’re losing our minds. Cookie theology, meme reality, mass hallucinations, the price of attention, and more on the full After Dark episode – accessible to Future Commerce Plus members.

Future Commerce

Future Commerce | Episode *TEASER* Baptist Oreos, Anglican Biscotti

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00:00 / 00:06:49

Recording LIVE from the show floor of Shoptalk Spring 2026, the Future Commerce team brings our hottest takes and deepest insights from this year’s event. PLUS: We celebrated the launch of our newest zine, STRATA Vol. 001, with over 150 of our favorite people (including Snoop Dogg?). Get your copy at futurecommerce.com/strata.

Future Commerce

Future Commerce | Episode 450: Shoptalk Spring Recap: STRATA, Snoop Dogg, & the Simulacra

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Armand Wilson, Chief Revenue Officer at Whatnot, joins Phillip and Brian to unpack why live shopping finally took hold in the West. Drawing from Whatnot’s recent 2026 State of Live Selling Report, we trace the platform’s origin from a niche Funko Pop marketplace to an $8B GMV juggernaut after landing $225 million in Series F funding.

Future Commerce

Future Commerce | Episode 449: The Live Commerce Window Is Open Now

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00:00 / 00:44:23