🚨Well, I'm taking the leap... I’m launching an independent media company, The Aisle (@ReadTheAisle), dedicated to in-depth reporting on the AI era of commerce. Whether you call it agentic, conversational, or AI-powered commerce, what's clear to me is that we’re on the cusp of the biggest shift in how the world buys and sells in decades. The Aisle will publish weekly, in-depth stories exclusive interviews, and jump on scoops and breaking analysis when news demands it. The newsletter is powered by @beehiiv's Media Collective. The Aisle is backed by my 12 years covering tech commerce and the deep network I’ve built across retail and Silicon Valley. It’s for: • Leaders at brands retailers navigating what AI means for their customers...and their business • Builders inside AI labs, tech giants, and startups reinventing online shopping • Investors backing this next wave The first issue hits paid subscribers this Thursday. 👉 Subscribe: readtheaisle.com/join I can't wait to show you what I've been working on. I'm thrilled I'll continue hosting events with Fortune—more to come on my gratitude for that amazing crew—including Brainstorm AI in San Francisco this December. But I'm ready now to also build a company and community of my own. If you or your org wants to collaborate, sponsor, or bring me in to speak about this transformation, my DMs are open.

Fred gonna sell a kazillion copies

Picture Perfect 🏆

Nothing better! Knicks!

One win away

Can’t sleep. Thinking about my dad Hugged the shit out of him inside MSG when LJ hit the 4-pointer for Knicks in 99 I think he’d be loving this

In Newark airport wandering the halls searching for someone in a Knicks hat to hug and kiss

Kind of bummed I haven’t interviewed a mafia boss in my career. Then i remembered ive interviewed Adam Silver

Had nothing to do with me or any of the Knicks fans watching in the MSG, at home or elsewhere. Social media and clout chasing is an addiction. Attention whoring is at an all time high but let's not conflate the actions of criminals with those of die hard fans.

Think I’m gonna have to wear my shiny black Knicks Kith bomber onstage at Fortune Brainstorm Tech in a couple days. Think I just have to do it

Biggest loser from Game 1: Spurs culture - Fan running on the court at a key moment - Fans screaming ugly things about Brunson - Rookie Harper flexing every time he made a shot - Cartoon intro music for the Knicks Busch League performance for a proud NBA city.

Perfectly 2026

I stood by my sink the whole second half bc that’s where I was standing when comeback started KNICKS

I can’t believe I cannot just get my “Following” feed to load the right tweets in the right order. Insane how bad it is

Story of the first half

Cavs gonna cause thousands of fans to go deaf tonight with how loud they are blasting music to drown out Knicks fans Truly awful

How is this real life

Couldn't help it. My latest newsletter opens with me still riding high from the miraculous Knicks Game 1...and a moment with my son that reminded me of one I had with my own dad decades ago. The connection I make to Google's Universal Cart and all of its agentic commerce announcements at I/O this week was...a creative one. But the real spotlight: my interview with Kate Jensen, head of Americas at Anthropic -- which recently passed OpenAI as the top paid AI service among U.S. businesses (per Ramp spending data). We talked about why Amazon's AI shopping assistant got noticeably better when it switched to Claude, how Anthropic thinks about enterprise vs. consumer differently than competitors, and what genuinely personalized shopping might actually look like in the next year or two. readtheaisle.com/p/anthropic…

Hahaha My face in my hands in the background for the entire last possession. But it worked! 🫡