KLW Commentary

As AI Assistants Fight Over Shoppers, Infrastructure Gets Paid Either Way.

As AI Assistants Fight Over Shoppers, Infrastructure Gets Paid Either Way.
As AI Assistants Fight Over Shoppers, Infrastructure Gets Paid Either Way.
September 30, 2026  |  Retail

In April 1956, a trucking executive named Malcom McLean loaded 58 metal boxes onto a converted tanker in Newark and sent it to Houston. Nobody...

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Agentic Commerce Needs Its Febreze Moment
Agentic Commerce Needs Its Febreze Moment
September 23, 2026  |  Artificial Intelligence

In the mid-1990s, Procter & Gamble made a stunning claim. They said they’d invented a miracle in a bottle. A chemist working there found a...

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AI Has a Frankenstein Dilemma
AI Has a Frankenstein Dilemma
September 16, 2026  |  Artificial Intelligence

AI Has a Frankenstein Dilemma Mary Shelley published Frankenstein in 1818. More than two hundred years later, it’s said to sell about 40,000 to 50,00...

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Paycheck-to-Paycheck Consumers Have Already Cut the Lattes
Paycheck-to-Paycheck Consumers Have Already Cut the Lattes
September 09, 2026  |  Consumer Finance

Meet Tom and Elaine. (Our names, not theirs.) Both report household income between $65,000 and $70,000. Both are married, live in a city and say...

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Apple’s New CEO Has a Hardware Event and an AI Problem
Apple’s New CEO Has a Hardware Event and an AI Problem
September 08, 2026  |  Apple

John Ternus has been Apple’s CEO for all of eight days, counting weekends, which I’m sure he worked. This coming Wednesday he headlines his first...

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AI Disruption Has Plenty of Opinions. Now It Has a Prediction Market.
AI Disruption Has Plenty of Opinions. Now It Has a Prediction Market.
August 31, 2026  |  Artificial Intelligence

AI Disruption Has Plenty of Opinions. Now It Has a Prediction Market. Everyone’s heard the Sherlock Holmes story about the dog that didn’t bark. The...

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Why the Mall of the Future Won’t Have a Parking Lot
Why the Mall of the Future Won’t Have a Parking Lot
August 12, 2026  |  Retail

Every morning, they start showing up to shop. By the time the East Coast is at work, the crowd is in the tens of millions....

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Why Buy Now, Pay Later Was Never Just About Credit
Why Buy Now, Pay Later Was Never Just About Credit
August 05, 2026  |  BNPL

I thought that would get your attention. The tale of two Lucys will make my point. Meet 22-year-old Gen Z Lucy. She’s buying a $120...

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