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Founders · stratechery.com · Saturday, 20 June 2026

AI will upend e‑commerce: distribution, grocery and autonomous delivery

Michael Morton argues AI will upend e‑commerce by shifting power from referral models to distribution‑centric platforms, accelerating grocery disruption and enabling autonomous delivery. He warns that traditional bear‑case forecasts are unreliable, urging firms to rethink growth levers in an AI‑driven landscape.

Read the source: stratechery.com ↗In the 20 June issue →