Thoughts on AI, consumer behavior, and the business questions underneath the headlines. For people who like understanding what’s happening and thinking about what to do next.
Uber burned through its entire 2026 AI budget in four months as Claude Code adoption soared, exposing a fundamental flaw in how enterprises budget for consumption-based AI tools.
Three mega-deals in six months signal the end of one-size-fits-all brokerages. The winners will be those who become real estate's operating system.
Netflix is turning NFL games into holiday traditions. By owning Christmas, Thanksgiving Eve, and international firsts, the streamer is rewriting the economics of live sports.
A recent panel discussion hosted by On_Discourse founder Toby Daniels brought together Matt Britton, founder and CEO of Suzy and bestselling author of Generation AI, alongside fellow operators and parents Michael Ventura and Katia Beauchamp. The conversation was framed not as another AI optimism panel, but as what Daniels called "a reckoning." The question on the table was uncomfortable for any leader who has spent the past two years championing AI adoption: what are we actually optimizing for, and at what cost to the next generation?
PepsiCo's $1.95 billion Poppi acquisition is already driving 7 points of beverage growth. The lesson: legacy CPG is now paying billions for cultural relevance it cannot manufacture.
59% of Gen Z subscribe and cancel streaming services to chase a single show, forcing media companies to rethink everything about entertainment monetization.
With 54% of C-suite leaders admitting AI adoption is fracturing their organizations, a new corporate caste system is emerging between AI elites and everyone else.
Zillow and Realtor.com now share pre-market listings across 75% of portal traffic. The real estate industry's power structure is being rewritten in real time.
TikTok's Add to Music App feature hit 6 billion saves in one year, proving the platform now owns the most valuable moment in music: discovery to transaction.
With six specialty drinks launching across 14,000 locations and self-serve fountains disappearing, McDonald's is building a Starbucks competitor at value price points.
Only 18% of Gen Z feels hopeful about AI, down 9 points from last year. The generation expected to champion AI is becoming its most vocal skeptic.
Big Tech is investing nearly $700 billion in AI infrastructure while laying off 92,000 workers this year alone. Matt Britton unpacks the real story behind the numbers.
With 6 billion tracks saved to streaming apps in 12 months, TikTok has become the music industry's A&R department, and artists now need viral moments to succeed on Spotify.
Allbirds abandons footwear entirely to become an AI compute company. The $4 billion sustainability darling's capitulation signals the end of the DTC era and exposes the fragility of values-based branding.
44% of Gen Z workers admit to sabotaging their company's AI rollouts. The generation raised on smartphones has become workplace AI's biggest resisters.
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