Jason Del Rey

Founder and Author of The Aisle (@ReadTheAisle). Co-Chair @FortuneMagazine Brainstorm Tech/AI. Author @WinnerSellsAll. [email protected] DM for Signal

[Jason Del Rey @DelRey]

🚨Well, I'm taking the leap...

I’m launching an independent media company, The Aisle (@ReadTheAisle), dedicated to in-depth reporting on the AI era of commerce.

Whether you call it agentic, conversational, or AI-powered commerce, what's clear to me is that we’re on the cusp of the biggest shift in how the world buys and sells in decades.

The Aisle will publish weekly, in-depth stories + exclusive interviews, and jump on scoops and breaking analysis when news demands it. The newsletter is powered by @beehiiv's Media Collective.

The Aisle is backed by my 12 years covering tech + commerce and the deep network I’ve built across retail and Silicon Valley.

It’s for:

• Leaders at brands + retailers navigating what AI means for their customers...and their business
• Builders inside AI labs, tech giants, and startups reinventing online shopping
• Investors backing this next wave

The first issue hits paid subscribers this Thursday.
👉 Subscribe: https://t.co/ppm509D9GR

I can't wait to show you what I've been working on.

I'm thrilled I'll continue hosting events with Fortune—more to come on my gratitude for that amazing crew—including Brainstorm AI in San Francisco this December. But I'm ready now to also build a company and community of my own.

If you or your org wants to collaborate, sponsor, or bring me in to speak about this transformation, my DMs are open.

[Jason Del Rey @DelRey]

@phkeane @spurs Welp

[Jason Del Rey @DelRey]

@heyitsnoah Gotta do what we gotta do!

[Jason Del Rey @DelRey]

I stood by my sink the whole second half bc that’s where I was standing when comeback started

KNICKS

[Jason Del Rey @DelRey]

@dinabass Full psycho here!

[Jason Del Rey @DelRey]

I can’t believe I cannot just get my “Following” feed to load the right tweets in the right order. Insane how bad it is

[Jason Del Rey @DelRey]

@JCMacriNBA I thought Frank Williams was the truth

And I was the last man standing on Frankie Smokes island

[Jason Del Rey @DelRey]

Story of the first half

[Jason Del Rey @DelRey]

Cavs gonna cause thousands of fans to go deaf tonight with how loud they are blasting music to drown out Knicks fans

Truly awful

[Jason Del Rey @DelRey]

Cavs gonna cause thousands of fans to go deaf tonight with how loud they are blasting music to drown out Knicks fans

Truly awful

[Jason Del Rey @DelRey]

How is this real life

[Pat Boyle @PatBoyle44]

this is out of control.

The Knicks offense is statistically the greatest offense of all time in the last 10 games.

2nd highest FG% in a 10 game span in NBA History (87 Lakers). And single greatest effective FG % in a 10 game span in NBA History

[Jason Del Rey @DelRey]

@typesfast I live 6 minutes from the stadium. We can put a big screen in my backyard and prob hear the cheers on big plays. Solved

[Jason Del Rey @DelRey]

Couldn't help it.

My latest newsletter opens with me still riding high from the miraculous Knicks Game 1...and a moment with my son that reminded me of one I had with my own dad decades ago.

The connection I make to Google's Universal Cart and all of its agentic commerce announcements at I/O this week was...a creative one.

But the real spotlight: my interview with Kate Jensen, head of Americas at Anthropic -- which recently passed OpenAI as the top paid AI service among U.S. businesses (per Ramp spending data).

We talked about why Amazon's AI shopping assistant got noticeably better when it switched to Claude, how Anthropic thinks about enterprise vs. consumer differently than competitors, and what genuinely personalized shopping might actually look like in the next year or two.

https://t.co/hQkq987Y5x

[Jason Del Rey @DelRey]

Hahaha

My face in my hands in the background for the entire last possession. But it worked!

🫡

[CP "The Fanchise" @CPTheFanchise]

Everytime I sit by @DelRey Knicks get a dub. Serendipity! What a time. 🫡

[Jason Del Rey @DelRey]

MSG gonna be the BO game tonight.

95 degrees and end of a long workday.

Gonna be extra grimey

[Jason Del Rey @DelRey]

If you love basketball, you just have to love watching Wemby.

Never been anyone like him

[Jason Del Rey @DelRey]

Cheapest face value get-in price for MSG for finals is $850 for absolute nosebleeds

[Alex Thompson @AlexThomp]

AOC picks up critical Woj endorsement ahead of the 2028 draft.

[Jason Del Rey @DelRey]

Amazon is taking the technology behind its Rufus assistant and attaching it to a brand many shoppers already know: Alexa.

The new “Alexa for Shopping” will live across Amazon’s app and site, melding Rufus’s product expertise and our Amazon shopping history with the context Alexa+ picks up from our voice interactions.

Which raises my favorite question: Was the Rufus name always partly a ruse to get AI shopping rivals to name their assistants after dogs? (Walmart and Sparky, Lowe's and MyLow.)

More seriously: Does a familiar name help Amazon get regular shoppers to use AI for shopping more regularly?

More in my latest for @ReadTheAisle : https://t.co/8XRCC4TCKh

[Jason Del Rey @DelRey]

Who’s tried it? Cmon

[Temu @shoptemu]

Order your snacks right here on Temu – what are you waiting forOrder your snacks right here on Temu – what are you waiting for?

[Paul do Forno 🛒 🇺🇸🇨🇦🇵🇹 @dofornop]

"Amazon is staffing up for a serious push in agentic commerce"
🤖 Amazon posted a role for a technical leader to oversee its "strategic integration with third-party agentic platforms" — building next-gen on-site and off-site commerce experiences
👥 The position leads a team of 40 engineers, signaling this is a serious infrastructure investment, not an experiment
🛒 Two likely directions: embedding Amazon's shopping capabilities inside ChatGPT, Claude, and other AI assistants — and/or turning "Buy for Me" into a sanctioned checkout layer for outside retailers and brands
🔗 Amazon recently joined the tech council for the Universal Commerce Protocol (UCP) — a new standard designed to let AI agents shop across platforms more seamlessly
⚠️ Even as Amazon opens up, it appears intent on controlling where, how, and with whom its commerce data and capabilities appear beyond https://t.co/DaphBLL5uW
📈 CEO Andy Jassy has signaled partnerships with third-party AI companies are a matter of "when and how," not "if"
#agenticcommerce #ecommerce
via @delrey