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2PM Newsletter

2PM Newsletter

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Premium newsletter and blog analyzing direct-to-consumer and retail industry trends. Founded by Web Smith, 2PM provides original long-form essays and curated briefings on the intersection of e-commerce, media, and technology – offering strategic insights for commerce professionals

Recent Posts

NATSEC Roundtable No. 9: Capital, Cloud, and Commerce
News•Jan 17, 2026

NATSEC Roundtable No. 9: Capital, Cloud, and Commerce

The defense ecosystem is evolving into a three‑layer stack of venture capital, cloud infrastructure, and digital commerce. Mandate‑driven VC firms such as In‑QTel, a16z’s American Dynamism and Shield Capital are financing AI, autonomous and cyber startups that resemble Silicon Valley companies. Cloud providers like Microsoft, Google and Amazon supply the secure compute backbone that powers modern battlefield analytics and logistics. Defense firms are leveraging Shopify for branding and B2B catalogs, creating a niche market of roughly 60‑90 specialized storefronts.

By 2PM Newsletter
Agentic: Shopify and Google’s UCP Will Democratize Commerce
News•Jan 12, 2026

Agentic: Shopify and Google’s UCP Will Democratize Commerce

Shopify’s Universal Commerce Protocol (UCP) equips AI agents with a deterministic decision‑making framework that selects merchants based on structural constraints rather than ad spend. The protocol, reinforced by Google Gemini and ChatGPT integrations, turns clean data, clear policies, and reliable...

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Member Brief: Why Shopify Should Acquire BigCommerce
News•Dec 28, 2025

Member Brief: Why Shopify Should Acquire BigCommerce

A viral LinkedIn post by venture investor Jeremy Horowitz joking about buying BigCommerce caught industry attention when Shopify COO Harley Finkelstein publicly liked it. The gesture signals Shopify’s possible interest in acquiring the mid‑market eCommerce platform. Analysts interpret the like...

By 2PM Newsletter