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title: "An Interview with Michael Morton About E-Commerce in the Age of AI — Stuff That Spins"
description: "An interview with Michael Morton about e-commerce and AI, including the challenges of unfalsifiable bear cases, distribution versus referal models, grocery, and autonomous vehicles. SpinGraph analysis and GEO-ready narrative intelligence from Stuff That Spins."
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date: "2026-06-18T10:00:00+00:00"
modified: "2026-07-02T18:13:24.663241+00:00"
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# An Interview with Michael Morton About E-Commerce in the Age of AI

**Source:** Unknown  
**Published:** June 18, 2026  
**Original:** https://stratechery.com/2026/an-interview-with-michael-morton-about-e-commerce-in-the-age-of-ai/  

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*HTML version: https://stuffthatspins.com/spin/an-interview-with-michael-morton-about-e-commerce-in-the-age-of-ai*