I just published this big piece on how consumers are using AI right now, and how they're thinking about it. Lots of fresh data and info, including new OpenAI study, my own proprietary The New Consumer survey data, and spending data from Consumer Edge. The highlights: → AI is

Walking 200km of the Kiso-ji (back and forth) starting on Thursday; running a new pop-up newsletter; more deets and signup links here: craigmod.com/ridgeline/216/

Way too stressful already but this is now a Cubs playoffs account

Plenty to discuss around the new Chase Sapphire Reserve's $795 annual fee, its coupon book for upwardly mobile Millennials, and the lock-in value of Ultimate Rewards points. But what's more interesting/impressive is how Chase is moving up the value chain in commerce — aiming to

"I want a slide and to pay our employees double McDonalds!" Another great document dump in the MrBeast Burger lawsuit →

I wrote about OBVIOUS SHIRTS®, your favorite sports fan's favorite shirt company. It's a great case study in how to build a modern content + commerce + community business without spending on ads. It also has an amazing founding story, featuring former Chicago Cubs great Jake Arrieta:

Despite the Cubs’ loss, this is still a great story!

87% of OpenAI’s paid users have shopped at Walmart in the past year, per Consumer Edge card data. New piece on what ChatGPT Instant Checkout + Shopify + Walmart means for brands, platforms, and Amazon’s defensive crouch, at The New Consumer: newconsumer.com/2025/10/the-fu…

I am ready to come in and pitch for either team

This is actually pretty funny

Ozempic and other GLP-1 drugs have not torpedoed the food and CPG industries the way some had feared. But they do drive meaningful shifts in users’ spending: Deli meats 📈 Fries at lunch 📈 Handbags 📈 Wine 📉 Dips 📉 Full report The New Consumer: newconsumer.com/2025/11/ozempi…

Always an honor and a treat to appear on The Talk Show. Thanks, John Gruber! daringfireball.net/linked/2025/11…