2026 Part 1: Macro Ecommerce Predictions & Big Bets

Operators · Jan 7, 2026 · 1h 1m

Sean, Mike, Matt, and Jason share their bull and bear cases for 2026, debating the economic shifts reshaping ecommerce — from a potential AI bubble to the frozen housing market to consumer pullback in a hidden recession.

Discover why this moment might be the most pivotal in history for small businesses while threatening large institutions. The hosts cover the deflationary power of AI, macro trends in consumer, and the specific levers each is pulling to win in an uncertain economy: (1) pricing strategies, (2) new product launches, (3) TikTok Shops, and (4) AI-generated creative.

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