What You Need to Know about Commerce 4.0

This Week: AI-powered shopping agents are poised to reshape ecommerce, and creators who sell things. Plus: Web Summit insights, why “slop coding” is a growing risk, and how creators and brands should prepare. Also in the mix: TikTok’s mental health misinformation mess, Meta’s monopoly trial ends, Discord’s ad gamble, and read to the end for three studies that might surprise you about where we shop, where we listen, and where we shouldn’t go for therapy advice.

Hi, I’m Jim Louderback and this is my weekly creator economy newsletter. If you’ve received it, then you are either subscribed or someone forwarded it to you.


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TOP STORIES

SHOPPING 4.0 – WHAT’S YOUR STRATEGY

Remember when your refrigerator was going to shop for you?  Neither do I, although it’s been promised for a while.  But something similar is brewing and it promises to change commerce (again).  First, we had malls, then websites and ecommerce (still just 16% of US retail, closer to 25% if you remove cars and gas).  Now, argues @rex Woodbury, we’re about to enter the agentic commerce age.   It’ll start with utility stuff (think bread and milk) and then move into emotional buys.  If you sell anything online, it’s time to prepare. Should you build an AI shopping agent with your voice and vibe?  Probably.  Optimize a version of your storefront for AI agents?  Definitely.


THE ROAD TO AGI IS PAVED WITH SLOP

Lots of talk last week about if and when AI will become “General Intelligence”, and not just a hallucinating parrot.  I recapped a Web Summit Vancouver session here, where Gary Marcus and two other experts shared their optimistic and pessimistic views.   And a conversation from Google IO between Sergey Brin and Demis Hassabis of Deep Mind surfaced too.  They also seemed skeptical about an imminent breakthrough, saying that simple scaling won’t be enough.  We’ll need real breakthroughs in reasoning, consistency, and world modeling.

Across both conversations, AGI timelines varied widely.  But most agreed – apart from Gary Marcus – that its impact will eclipse even the web and mobile revolutions.  I’d go further: it may eclipse the creator revolution too.

There was also lots of talk about slop.  Poorly generated content isn’t just clogging our feeds, it’s contaminating training data too.  As AI starts eating its own dogfood, the quality of those models will suffer.   Even worse, cybercriminals are already injecting malware into code packages used for AI training.  “Slop coding” is quickly becoming a big red flag for vibe coders and corporate IT teams too.


VANCOUVER’S FINEST ON THE MOVE

Congrats to CAA and @Brent Weinstein, as he moves into a senior leadership role there.  Brent was a brilliant early visionary in the digital space while at UTA and was our secret VidCon weapon too. CAA has been upping its game in the creator economy space recently and it’s great to see the venerable firm expanding its leadership roster along with its talent roster.  (aside, not THAT Vancouver). 


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PLATFORMS   

YOUTUBE

META

TIKTOK

LINKEDIN


QUIBIS

OTHER CREATOR ECONOMY

  • Kai U A Success: At least that’s what his manager says.  My takeaway:  We need more creator education from the experts.
  • Beige Meme Suit Ending: Thankfully.
  • News is Hard: Business Insider lays off 21% of its staff, including stalwart Creator Economy reporter @amanda Perelli
  • Basketball Pins: Pinterest just announced a partnership with the WNBA’s New York Liberty.  LinkedIn exec @Dani Markovits riffs on the news to explore how creators are changing sports.

CREATOR BUSINESS

MARKETING AND BRANDS

CREATOR TECH – AI, AR, VR, MORE


RESEARCH

Audio Research

Interesting study on how audio is being consumed in the UK – with likely parallels in the US and beyond.  Live radio still dominates, while a quarter of the UK population listens to podcasts weekly.  Interestingly more than half of those podcasts are consumed at home.

YouTube Demand Generation Study

A new study from Fospha claims brands that scale YouTube and demand-gen campaigns see up to 145% higher revenue growth, with full-funnel YouTube driving far better ROAS than Last Click models suggest. Yes, it’s vendor-backed and lacks any methodology of note, but the directional insights (and case studies) are worth a look—especially if you’re still under-investing in upper-funnel video.  Rigorous and repeatable, alas, this is not.


Where’s Jim? On my way to Paris for @VivaTech – it’s going to be so fun! And then @VidCon. Hope to see you at one or the other!

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I’ve built and sold multiple creator economy startups to top media companies – including an MCN to Discovery and VidCon to Paramount. Subscribe here to get the full newsletter every Monday.

Let me know what you think – email me at jim@louderback.com. Thanks for reading and see you around the internet.

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