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  1. Data & Insights

12 early breakout AI and software companies right now 

By Jenny Liu, Director of Product @Yipitdata New Signals data across ~250,000 software and AI vendors highlights a small group of early-stage companies converting rapid adoption into real spend.  A small group of early-stage AI and software companies are breaking out in early 2026, showing rapid customer adoption paired with real spend growth across YipitData’s […]
6 min read
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  1. Data & Insights

Anthropic’s Mythos is Here. Is OpenAI’s Spud Next?

After Anthropic’s introduction of Mythos — the mega-model it said is too dangerous to release to the public — OpenAI is poised for AI’s next big moment with “Spud.” “Spud” is a massive new base model that OpenAI President Greg Brockman recently told us is “a new pre-train” that can understand instructions and context better. […]
6 min read
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  1. Data & Insights

Jason & Scot Show Episode EP337 – Agentic Commerce at Citi’s Global Consumer & Retail Conference

A weekly podcast with the latest e-commerce news and events. Episode 337 is a panel discusion on the Future of Agentic Commerce from Citi’s Global Consumer & Retail Conference. Subscribe: Apple Podcasts Google Podcasts Spotify Podcast RSS SoundCloud TuneIn iHeartRadio Google Play Music Overcast Pocket Casts Facebook ????? Chapters 0:30 Welcome to the Jason and […]
3 min read
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  1. Technology & Innovation

AI becomes central to M&S technology transformation: these are the biggest retail stories from March

March is done and dusted, April is up and running, so let’s kick back and reflect on another eventful month for the retail technology space. Here’s your briefing on the most important stories from March, including VenHub Global, RTS 2026, Zalando, Nomagic, Co-op, VoCoVo, StrongPoint, Iceland Foods, AiFi, Boxbar Tech, Groupe Dynamite, and Manhattan Associates. […]
7 min read
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  1. Data & Insights

Is AI Retail’s New Front Door? with Bret Taylor (OpenAI Board Chair & Sierra CEO) and Guest Co-Host Neil Saunders

Steve Dennis and Michael LeBlanc are joined by guest co-host Neil Saunders, Managing Director and retail analyst at GlobalData, bringing his signature analytical rigour and on-the-ground store insights to a wide-ranging discussion of the week’s biggest retail developments and the future of AI-powered commerce. For our feature interview, Steve sits down live at ShopTalk with […]
2 min read
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  1. Data & Insights

Merchandising a Marketplace: The Magician Behind Etsy’s Curatorial Magic

With more than 120 million listings and millions of active sellers, Etsy operates one of the most unique marketplaces in retail. But surfacing the right products for the right buyers requires more than algorithms alone. In this episode of Retail Remix, host Nicole Silberstein speaks with Mary Andrews, Head of Global Merchandising at Etsy, about […]
< 1 min read
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  1. Technology & Innovation

Senator Mark Warner on AI’s Risks: “I Want To Be More Optimistic, But I Am Terrified.”

Senator Mark Warner seemed worried. Sitting in his office in Washington D.C., the three-term legislator from Virginia leaned forward, looked into his computer, and told me he didn’t believe the government, or anybody for that matter, was prepared for what might happen if AI reaches its potential. “I don’t think the government’s ready. I don’t […]
4 min read
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  1. Data & Insights

Descript vs Veed vs Kapwing: Who’s Winning AI Video in 2026?

By Jenny Liu, Director of Product @Yipitdata New YipitData analysis of 1,300+ mid-market and enterprise companies shows Descript widening its lead in AI video editing, driven by accelerating customer growth and a step-change in monetization. Descript is emerging as the clear leader in AI video editing — and the gap is widening. That’s the pattern […]
6 min read
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  1. Technology & Innovation

Anthropic Takes The Pentagon To Court This Week. Here’s What Could Happen.

On Tuesday, a federal judge in California will hear Anthropic’s argument to freeze the supply-chain risk designation the government slapped on it after it refused to grant the Pentagon the right to use its Claude models for domestic surveillance or autonomous warfare. The hearing is a key next step in Anthropic’s parallel lawsuits against the […]
7 min read
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  1. Data & Insights

Spicy Thinking.

Image by Gemini “Charles’s conversation was as flat as a sidewalk, and everyone’s ideas filed along it in their ordinary clothes, exciting no emotion, no laughter, no reverie” ―Gustave Flaubert,Madame Bovary Today there is a surfeit of data and reports and white papers and podcasts and… AI is enabling the creation of content, video, presentations, […]
4 min read
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  1. Data & Insights

Is AI Reducing Demand for Project Management Software? New Data on Asana, Atlassian, and monday.com

By Jenny Liu, Director of Product @Yipitdata New Signals data from 730 companies shows AI leaders are reallocating software budgets away from project management tools, with consistent declines across Asana, Atlassian, and monday.com. Across the entire project management category, mid-market companies leading AI adoption are reducing their share of spend on PM tools relative to […]
7 min read
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  1. Technology & Innovation

At Nvidia’s GTC, Jensen Huang Will Have to Sell AI to an Increasingly Skeptical Public

As Nvidia CEO Jensen Huang takes the stage at his company’s flagship GTC event on Monday, the stakes will be especially high. Nvidia’s annual conference is always a major moment for the company’s products and roadmap, but this year GTC will look more like a legitimacy test for the next phase of AI buildout. Nvidia’s […]
4 min read
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  1. Data & Insights

Predictive Consumer Gifting Behaviour and Seasonal Retail Trends in 2026

Christmas remains pivotal in the UK seasonal retail calendar, but evolving consumer gifting behaviour is reshaping how and when shoppers buy. While overall spending has remained stable, trends in Christmas gift buying tracked by Mintel highlight a shift towards later purchasing, demand for more distinctive gifts, and growing interest in curated and personalised shopping experiences. […]
6 min read
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  1. Technology & Innovation

Target’s Tech Chief Has a Central Role in the Retailer’s Turnaround Plan

Prat Vemana, Target’s chief information and product officer, says improved technology is a throughline in the retailer’s recovery plan after several years of sluggish sales. The company is putting $6 billion into stores, workers, and technology this year to turn things around. Comparable sales have dropped in 11 of the past 13 quarters. Two priorities […]
2 min read
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  1. Technology & Innovation

Andrew Ross Sorkin on the Risk if AI Succeeds, Private Credit, Prediction Markets, and the SpaceX IPO

When Andrew Ross Sorkin released his book on the 1929 stock market crash last year, the prevailing worry was that the debt-reliant AI buildout might end in disaster. Now, six months later, the market is freaking out about AI’s potential to succeed. Every Anthropic blog post seems to cause a mini-meltdown in software stocks and […]
14 min read
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  1. Data & Insights

Is AI Replacing SaaS? Here’s What the Data Shows

By Jenny Liu, Director of product @Yipitdata. In this week’s B2B Spend Signals, we analyze how early AI adopters are reallocating software budgets across project management, customer support, and GTM tools using proprietary spend data from mid-market and enterprise companies. This week, we tested a simple but powerful question: How are early AI adopters actually […]
6 min read
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  1. Technology & Innovation

SXSW AI Preview, Oracle’s Cuts Foreshadow Others?, AI Consciousness Debate

SXSW 2026 kicks off on Thursday and AI news should be pouring out of Austin. This year’s “Tech & AI” track features about two dozen sessions, making up about a third of the festival’s total featured talks. AI-related sessions will feature a mix of researchers, media executives, and technologists including Spotify co-CEO Gustav Söderström, Cloudflare […]
6 min read
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  1. Data & Insights

Agentic Commerce & the Marketplace Boom with Mirakl’s Scott Eckert

In less than five years, launching a third-party marketplace has gone from a questionable move to a strategic imperative for many major retailers. Recorded live at NRF 2026, this episode of Retail Remix digs into that shift with Scott Eckert, CEO of the Americas at marketplace operator Mirakl. Scott explains why retailers are embracing curated […]
< 1 min read
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  1. Data & Insights

Staying Human in the Age of AI

Image by addyfe (UrbanOrigami) using Midjourney. A few days ago at I delivered a keynote at a SAP event at their US Headquarters in Newtown PA on Staying Human in the Age of AI. Nearly 2000 people comprised of technologists ( primarily enterprise architects) from the top 1000 global companies and leaders of SAP listened […]
6 min read
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  1. Data & Insights

Hey, You Should Probably Check Your Chatbot’s Privacy Settings

This week, I was surprised to learn that the world’s leading AI labs have granted themselves free rein to train on our conversations. I’ve since fixed the problem for my account, and you might want to as well. Amazon, Anthropic, Google, OpenAI, Meta, and Microsoft have all built default settings that allow them to train […]
4 min read
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  1. Technology & Innovation

Most AI Training Is Moving To Reinforcement Learning, Scale AI Says

Scale AI, the AI data company that helps DeepMind, Meta, and Apple train their models, is now mostly working on reinforcement learning, a method that trains AI models to complete tasks, as opposed to traditional LLM training, which makes them more book-smart. The shift is a stunning evolution in the direction of large language model […]
4 min read
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  1. Trends & External Forces
  2. Shopper & Customer
  3. Technology & Innovation
  4. Trends & External Forces
  5. Associates & Employees
  6. Merchandising
  7. Stores & Formats

Walmart to Expand Digital Shelf Labels Chainwide

Walmart will deploy digital shelf labels (DSLs) chainwide this year, doubling the approximately 2,300 U.S. locations currently using the technology (Walmart U.S. operates more than 4,600 stores). With more than 120,000 items in a typical Walmart store, managing price changes manually requires significant associate hours. Additionally, these DSLs are equipped with LED lights that make […]
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