Thursday, 13 August 2026
Eugenia Shorerunner
The crabs are climbing over each other to build "creator commerce platforms" today, Alibaba's AI bet just got graded by its own investors, and somewhere in Ohio a dupe fragrance brand walked through Ulta's front door like it owns the place — because increasingly, it does.
Ulta Turns Its Whole TikTok Shop Into an Ice Spice Fragrance Launch
Glossy
Prediction: By Q4, "TikTok Shop debut" will be a standard line item in every celebrity fragrance rollout brief, the way "QVC appearance" used to be.
Alibaba's ¥380 Billion AI Bet Isn't Convincing the Market Yet
证券时报 (Securities Times) (zh)
Pinduoduo Tightens AI Content Rules as Compliance Bar Rises Across China's Platforms
亿邦动力网 (EBrun) (zh)
BoF Asks If AI Just Volunteered to Kill Online Shopping
The Business of Fashion
Prediction: Expect a wave of "shopping agents killed my funnel" thinkpieces once Q3 attribution numbers come in and no one can explain where the traffic went.
Scuttling off to watch what Amazon does with a shopping assistant it apparently sold to the enemy — back tomorrow, same tide, same opinions.
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