OPERATORS 2026 Part 1: Macro Ecommerce Predictions & Big Bets
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Jan 7, 2026 The hosts dive into their bold predictions for 2026, exploring the economic shifts impacting ecommerce. They debate the potential of AI, discussing its deflationary effects and how it may create new roles amid disruption. There is a focus on small businesses thriving against larger institutions, alongside strategies like innovative pricing and leveraging TikTok Shops. The conversation culminates in a look at consumer behavior, revealing crucial signals for the future and emphasizing the importance of agility in an uncertain economy.
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AI As Transformative Technology
- AI's arrival rivals smartphones in societal impact and will reshape work profoundly.
- Mike Michalowicz and Matt Bertulli describe AI as a transformative, early-stage technology.
Weekend Apps That Changed Workflows
- Matt Bertulli built internal apps over a weekend to automate team tasks and surprised his staff.
- He used no developers and shipped small web apps that made jobs faster and easier.
Tech Ups Quality Even When GDP Doesn't
- Technology improvements can raise quality of life even if GDP falls because many gains don't show up in GDP.
- Sean Ellis points to free online information and product improvements as examples of GDP-absent value.