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.
Chapters
00:00:00 AI Frenzy and Galaxy Brains
00:02:45 2026 as a Reformation Year
00:03:30 Custom Apps Replace Devs
00:06:30 Jobs Vanish, Life Improves
00:09:00 Tech's Hidden Productivity
00:11:00 Dot-Com Parallels Resurface
00:16:30 Growth Mindset Is the Moat
00:23:00 Big Corps Lag, Small Wins
00:30:00 Hidden Debt and Fragility
00:35:00 Ecommerce’s Toughest Years
00:39:00 Our 2026 Bull and Bear Cases
00:46:00 The Big Bets Shaping 2026
00:56:30 Going Wide as a Superpower
00:59:00 Why 2026 Is Going to “Rip”
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