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This is a trend to watch. I worry that as agentic commerce rises, legacy brands have a significant advantage. We need to think carefully through how new entrants can win in a coldly analytical world where emotional appeals via Instagram ads are less likely to work.
There seems to be a major rift happening between companies that built their brand before AI and are now cemented in the recommendations
And newer ones that don't get suggested
All the brand work we've done for years has locked Paperbell in as a top choice in our category, and
The opposite of what I predicted would happen two years ago. The strategic play for regulatory capture by some U.S. models, and the willingness of Chinese authorities to tolerate unregulated output, has been an unexpected surprise to me.
"What an upside world when Chinese open-weight models will tell us about Tiananmen Square, but American frontier models won't translate a blog post. Not even Kubrick saw that coming." world.hey.com/dhh/i-m-sorry-…