Open AI is teasing plans for a physical device

Here's what is happening in the world of DTC / e-commerce - Newsletter January 20th

The Moast Team

January 26, 2026

Welcome to the Moast newsletter. We spend the week collecting news, trends, and other content that we think would be interesting to e-commerce founders and CMOs. Our goal is to provide value without sounding like a promo for our app. Helpful wether you use Moast or not.

The 'Fresh Prince of Bel-Air' mansion went on the market for the first time since 1978.

Turns out this sweet piece of nostalgia will cost you $30M. Here's the link if you'd like to place an offer.

Here's what caught our attention in the world of DTC / e-commerce 👇

1/ DTC Headlines

Amazon opened a new brick-and-mortar store in Chicago

→ Amazon continued testing physical retail alongside its online business.

→ The store blended digital features with in-person shopping and faster fulfillment.

→ The move signaled Amazon’s renewed interest in experimenting with offline formats.

Check out the plans

OpenAI teased plans for a physical device during Davos discussions

→ OpenAI hinted at moving beyond software into consumer hardware.

→ Executives framed the idea as a new way to interact with AI outside screens.

→ The comments fueled speculation about how AI could reshape everyday devices.

Here’s what it would look like

Levi’s launched a push to teach Gen Z how to repair their clothes

→ Levi’s leaned into repairs as part of its sustainability strategy.

→ The brand aimed to extend product lifespan instead of pushing constant replacement.

→ The effort connected durability, circular fashion, and Gen Z values around waste.

Here’s how they’re doing it

Amazon warned tariffs are pushing prices higher for shoppers

→ Amazon said new tariffs could raise costs across parts of its marketplace.

→ The company flagged price pressure for both sellers and consumers.

→The update highlighted how trade policy still rippled through ecommerce pricing.

Google planned to introduce ads inside its Gemini chatbot

→ Google explored ads as a new revenue layer for generative AI.

→ The move mirrored how search monetization evolved into sponsored placements.

→ Marketers could gain a new surface to reach users inside AI-driven conversations.

Here’s how it’ll work

TikTok Shop expanded its AI toolkit with video listing and dubbing tools

→ TikTok Shop added tools to help sellers create product videos faster.

→ AI dubbing supported multi-language listings for cross-border selling.

→ The update lowered production friction for merchants scaling on the platform.

Quince teamed up with A$AP Rocky on exclusive products tied to his new album

→ Quince launched limited items inspired by the Don’t Be Dumb album rollout.

→ A$AP Rocky brought fashion credibility and cultural reach to the drop.

→ The collab blended music, merch, and ecommerce into a tightly timed release.

Check out the collab

Quince x ASAP Rocky clothing collab

2/ Shopify Stuff

Shopify President Harley Finkelstein breaks down why they built the Universal Commerce Protocol (UCP)

→ UCP was developed in partnership with Google.

→ It’s an open standard with primitives + extensions (discovery → checkout → post-purchase).

→ Merchants/agents negotiate capabilities + payments; humans can step in when needed.

Check out Harley's breakdown here

3/ What We Found Interesting

Instagram shifted most of its ads to Reels in 2025, data showed

→ Instagram funneled the majority of ad spend into short-form video formats.

→ Reels kept delivering stronger engagement compared to feed and Stories ads.

→ The shift signaled how video-first placements now dominated Meta’s ad strategy.

Check out the breakdown

4/ What We Found Helpful

This is how brands use video carousels to lift Shopify product page conversions

→ Video carousels gave shoppers quick visual proof without leaving the product page.

→ The report pointed to AI-powered creativity and faster trend cycles shaping campaigns.

→ Brands were encouraged to build flexible strategies that react in real time.

Check out how

5/ Campaigns we're following

Calvin Klein tapped Tell Me Lies stars for a new fashion campaign

→ Calvin Klein cast rising TV talent to connect with younger audiences.

→ The campaign featured actors from Tell Me Lies, leaning into pop culture relevance.

→ The move showed how fashion brands used streaming stars to stay culturally current.

Check out the campaign

Kinder Bueno made its Super Bowl debut with its first Big Game ad

→ Kinder Bueno used humor and indulgence to stand out during the broadcast.

→ The ad focused on brand awareness rather than pushing a hard product message.

→ The move marked a major marketing milestone for the candy brand in the U.S.

Check out the campaign

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"One of my favorite newsletters is Moast's. It helps me zero in on relevant Shopify news for Orangily."
Kristin Marley Patrick
Co-Founder, Orangily