Manny and Joe kick off 2026 with the SimilarWeb data that's been making the rounds and it's a wake-up call. ChatGPT dropped from 87% to below 75% traffic share while Gemini surged 260% on Google's ecosystem play. The takeaway? Retailers betting on a single AI partnership are building for a monopoly that's already fragmenting.

We break down what Grok's rise from zero to 2.9% signals, why Amazon's goal to double sales with zero workforce growth should terrify competitors, and make some bold predictions: ChatGPT below 50% by year-end, Gemini hitting 35% by mid-year. Plus: why 2026 is the year of reckoning where CEOs finally demand real ROI on AI investments and a lot of pilots become dead bodies.

Manny and Joe break down eMarketer's Commerce Summit findings: in-store retail media won't hit $1B until 2028—that's just 1% of total spend despite 80% of sales happening in physical stores. The gap? Measurement infrastructure. While Amazon dominates with 79% of retail media dollars, forward-thinking retailers are instrumenting stores with spatial analytics to prove incrementality before agentic AI makes them commodity fulfillment centers. Plus: why hiding products behind digital screens is definitely NOT the future of retail media.

A Hamburg study shows ChatGPT shopping converts 86% worse than affiliate links despite high engagement. With Black Friday 4 days away, Manny and Joe explain why this is the first major stress test for agentic commerce. The tech works, but trust and infrastructure don't. They analyze why users research in ChatGPT but buy elsewhere, what retailers should monitor this week, and why Black Friday 2025 is about data collection—not revenue. Your infrastructure gaps are about to get exposed.