Thoughts from the 40rty garage.
Field notes on agentic commerce, AI-ready catalogs, and what's changing for Shopify operators, written by the people shipping it.
Newsletter September 2026: Agentic sales hit different
0.41% of traffic. 3.99% of orders — roughly 10x the conversion that traffic share predicts. WebMCP is already on for Shopify, the fight is at comparison rather than checkout, and the prompts your listings answer today will not survive Q4.
Your Catalog Has a Pulse
Catalog Health is hygiene every merchant will eventually have. The Agentic Product Listing is the layer that goes stale as prompts, weather and competitors move, and BFCM moves all three at once. Why a clean Catalog Audit is a floor, not a vital sign.
Newsletter August 2026: The First Agentic Q4 Is Coming
Shopify's Q2 earnings put hard numbers on agentic commerce, new Profound research shows product feeds win first position ~99.9% of the time, and we launched AMS on stage at Shopify DotDev. Your operator checklist for the first agentic BFCM.
The Last Page You Will Ever Design
Newsletter June 2026: Shopify Indexes Your Catalog. The Listing Layer Gets You Chosen
Newsletter April 2026: High-agency Shopify skills & Agentic Commerce Revenue Is Real
E-commerce Killed the Salesperson. AI Is Bringing Them Back.
Newsletter March 2026: The Product Catalog is now your AI shelf
The New Zero: How to Win When Every Catalog is AI Connected
Newsletter February 2026: A playbook to win in Agentic Commerce in the next 90 days
The Discipline of Rejection: Winning AI Trust by Saying "No"
Newsletter Mid January 2026: Agentic Storefronts rollout
Newsletter January 2026: Global Catalog and Prompt Libraries
