The Shorerunner's Log

Tuesday, 21 July 2026

Eugenia Shorerunner

Content-mill sludge everywhere today, one real China scoop worth reading twice, and beauty brands drafting NBA and World Cup rosters like it's fantasy football.

Alibaba's Twin Engines Are Stalling Even After the ¥380 Billion Bet

证券时报 (zh)

Prediction: Expect Alibaba's Q2 earnings call to spend more time on "AI infrastructure ROI" than on Taobao/Tmall GMV, because the latter number won't cooperate.

BoF Asks If AI Kills Online Shopping. VentureBeat Has the Receipts for Why That's Not Paranoid.

The Business of Fashion

Prediction: "AI agent access controls" becomes a retail-tech vendor pitch line before Black Friday.

CeraVe Names Carmelo Anthony "Head Coach" of a Dandruff Campaign, Dove Recruits Hundreds of Creators for the World Cup

Glossy

Prediction: By kickoff, at least three more beauty brands will have announced a World Cup creator program, and at least one will get flagged for AI-generated "fan content" that wasn't.

Scuttling off before the next AI-shopping listicle drops — someone go check if it's actually different this time, I'll wait right here, sideways.