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.

Tech companies announced 38,242 layoffs in May — the highest single month in nearly two years and AI was cited as the reason 40% of the time. That's the highest monthly share since tracking began in 2023. Meta cut 8,000 workers to offset AI investment costs. Intuit cut 3,000. Cloudflare cut 20% of its workforce after internal AI usage jumped 600% in three months.

The uncomfortable reality: the same companies spending billions on AI are the ones cutting the most people to pay for it.

Here's what else caught our attention this week 👇

1/ DTC Headlines

Warby Parker launches AI smart glasses with Google and Samsung

-> Intelligent Eyewear runs Gemini and Android XR — navigation, voice queries, daily tasks, all hands-free.

-> Launching this fall in optical and sunglass styles that support a broad range of prescriptions.

-> The direct shot at Meta Ray-Bans: frames people actually want to wear, with Google's AI underneath.

Why Warby Parker's Google collab could finally make smart glasses mainstream →

Costco's personalized recommendation carousels drove $500M in digital sales last quarter

-> The carousels convert at 3x Costco's normal rate — and AI search traffic (still tiny) converts highest of all.

-> Web and app traffic up 37% YoY. The personalization flywheel is compounding quarter over quarter.

-> Net sales up 11.6% to $69.2B. One of the clearest proofs we've seen of personalization driving real revenue.

What Costco's $500M personalization result says about where retail AI is headed →

Amazon is now selling its AI shopping tech to other retailers

-> AWS Agentic Shopping Assistant packages the tech behind Alexa for Shopping — deployable in ~60 days.

-> Kate Spade launched its AI Gift Concierge using it in April. More retailers are in testing.

-> Same playbook as the original AWS: build it for yourself, then sell it to everyone else.

What Amazon selling its AI to competitors means for the agentic commerce race →

Lululemon cuts its full-year guidance — and stock fell 11%

-> Revenue guidance cut to $11-11.15B (down from $11.35-11.5B); EPS cut by more than $1/share.

-> Americas comps down 5%, "negative media commentary," and product launches that didn't land.

-> Incoming CEO Heidi O'Neill (Nike veteran) starts in September. The brand is in a holding pattern until then.

What Lululemon's guidance cut says about the state of the athleisure market →

Dell launches a $699 XPS 13 — the first credible MacBook Neo rival

-> Touch display, backlit keyboard, up to 32GB RAM, 17-hour battery — $599 for students. Available June.

-> MacBook Neo starts at $599/$499 for students, so Dell is close but not quite on price.

-> The best time to buy a premium ultraportable in years. Both machines are genuinely compelling.

Why Dell's new XPS 13 is the most interesting laptop of 2026 →

Google just updated its Ads Terms of Service for the first time in 8 years

-> New terms clarify how your inputs — URLs, copy, briefs — can be used to improve AI-powered campaigns.

-> Takes effect July 1. No action required, but worth reading if you're running any automated campaigns.

-> The subtext: Google is formalizing its right to use your data across its full AI ads stack.

What changed in Google's new Ads Terms of Service →

$20B in IEEPA tariff refunds paid out — and the Trump admin is trying to stop more

-> The Supreme Court struck down IEEPA tariffs in February. $165B was collected; $85B accepted for processing.

-> The admin has paid $20.6B so far and is now appealing to limit refunds only to importers who sued.

-> Walmart says it will use its $2.4B in expected refunds to cut prices. This is one to keep watching.

What the $20B tariff refund situation means for brands and prices →

Baskin-Robbins launches "Fútbol Fireworks" for the World Cup

-> Sweet cream soda ice cream, cherry sherbet, blue raspberry swirls, and popping candy. Available June 1.

-> Timed perfectly to the FIFA World Cup, which kicks off in North America this summer.

-> A textbook example of tying a limited release to a major cultural moment. Simple, on-brand, timely.

Why Baskin-Robbins' World Cup flavor is a masterclass in seasonal marketing →

2/ Shopify

Shopify now integrates with v0, Replit, and Manus AI — describe your store, they build it

-> Three leading "vibe coding" tools now connect directly to Shopify — no developer needed to get started.

-> Describe your business, let the AI build the store, connect to Shopify, and you're selling.

-> Harley Finkelstein: "This is exactly what I mean when I talk about lowering the barrier to entrepreneurship."

Why Shopify's vibe coding integrations are the most interesting thing they've shipped this year →

3/ What We Found Interesting

Gap, Best Buy, and Dick's are all betting on AI personalization — and it's working

-> Gap rolled out AI shopping partners and fit guidance; Best Buy is using AI for employee productivity and CX.

-> Dick's "Coach" AI launched this week — personalized training tips and product recs in the mobile app.

-> The pattern: Q1 earnings calls are now effectively AI investment progress reports. Every major retailer has one.

What Gap, Best Buy, and Dick's Q1 AI updates say about the state of retail AI →

New York's AI influencer disclosure law takes effect today (June 9)

-> Any ad featuring an AI-generated human (model, UGC creator, influencer) must be labeled as AI in New York.

-> Applies to any brand whose ads reach NY residents — regardless of where the brand is based.

-> Fines range from $1,000 to $5,000 per violation, per image. If you use AI creative, check your campaigns now.

What New York's AI disclosure law means for every DTC brand running digital ads →

4/ What We Found Helpful

Google Search Console now shows how your site performs inside AI Overviews and AI Mode

-> New dedicated Generative AI Performance reports launched June 3 — impressions, pages, countries, devices.

-> Rolling out to UK sites first, then globally. No click data yet, but impressions is a meaningful starting point.

-> Also new: a toggle to block your content from appearing in AI features without affecting organic rankings.

How to use Google's new AI performance reports in Search Console →

How to increase Shopify PDP revenue with shoppable video

-> A practical guide to adding shoppable video directly to product pages — where it converts best.

-> Covers placement, video types, and the specific formats that drive add-to-cart on PDPs.

-> If your PDPs don't have video yet, this is the place to start.

How to use shoppable video to increase Shopify PDP revenue →