Is Commerce Now Happening Inside the Moment? Insights From Our Private Mastermind

Every time we host a RetailWire Private Mastermind, I’m reminded why I love moderating these conversations.

We bring together founders and retail leaders who are in the thick of it, building brands, running businesses, testing platforms, fixing backend systems at 11 p.m. And when we talk about “what’s next,” it’s never theoretical. It’s grounded in real decisions, real budgets, and real risk.

This session on e-commerce was about something much bigger than platforms themselves: It was about authenticity, discovery, AI, and how commerce is increasingly being intertwined into experience itself.

Across YouTube, TikTok Shop, streaming integrations, retail media networks, and AI-powered search, one thing caught my attention from the conversation yesterday.

Commerce is happening inside the moment.

Why Long-Form Is a Competitive Advantage

We kicked off with a question that’s been surfacing in our RetailWire discussions recently: Are brands underutilising long-form content on YouTube?

The responses were immediate and candid.

One participant said: “I buy a lot of things that I see on YouTube, mostly because I trust the authenticity… I almost trust it more if it weren’t used as an advertisement.”

That really struck me. Trust doesn’t come from polish. It comes from perceived independence.

Another added: “I don’t typically have the time to go into a Costco and see their plethora of products, but these influencers really help me discover new product in their stores.”

That’s powerful. Influencers are driving awareness and they’re also acting as curated retail filters.

The group largely agreed: Short-form drives attention. Long-form builds confidence.

One startup founder shared how they deliberately paired formats: “We staged it. We had short form, Instagram and TikTok, but always linked to a long form YouTube channel which spoke about the growing habits and the conservation of water and soil for this product.”

That’s ecosystem thinking. Awareness, education, trust, purchase.

But let’s not pretend it’s easy. As another founder put it: “In addition to being the entrepreneur that wears a billion hats, now you’re a long-form content creator.”

This is a structural shift. Brands are building transparent narratives.

TikTok Shop: Gold Rush?

Then we moved into TikTok Shop, and the energy shifted slightly. Another topic we’ve covered as a discussion at RetailWire. 

There was excitement… but also caution.

One participant framed it like this: “It’s low CAC, high reach. So it’s hard to say how durable it’s going to be. I really look at it like treating it like a channel, not a strategy.”

That distinction matters. Channels come and go. Strategy endures.

We also heard very real concerns about risk: “They got essentially bot-level counterfeiters that flooded their content… captured the sales, and never delivered product.”

For emerging brands, exposure without infrastructure can be dangerous.

Another founder warned: “I actually caution against setting up on TikTok if you don’t plan on making it a strategy. If it’s not a core strategy that you’re going to go big on and be consistent on, you can leave yourself at risk of exposure.”

And once again, authenticity surfaced.

A Gen Z perspective shared: “Yes, I follow people I know that have TikTok shops. I wouldn’t buy from just anyone.”

Trust is selective.

Even more interesting was the separation between discovery and purchase: “I see if that product’s available at Sephora or at the drugstore… they use it for discovery but still complete the purchase in store.”

We’re no longer in a linear funnel world. Discovery and transaction are increasingly happening in different places.

One participant compared TikTok Shop to the early days of TV shopping: “I am of the vintage of remembering the shopping channel… It’s kind of equivalent to that gold rush of late-night TV shopping.”

The difference now? Algorithmic velocity and global scale.

The Collapse of Discovery

One of the most thought-provoking moments of the session came when we began discussing embedded commerce in streaming and AI interfaces.

A participant said: “Now you go to chat and try to search for what you saw… everything is registered and you can click a button.”

And then this: “You’ve moved away from that discovery because it’s already been discovered for you, it’s right there.”

That line stuck with me.

Discovery used to be effortful. Now it’s pre-curated.

And as someone else wisely noted: “That’s definitely going to be a challenge and an opportunity — depends how you look at it.”

We also heard a blunt but accurate description of traditional e-commerce: “Traditional e-commerce sites are catalogs, right? It really is the catalog model just brought to a digital thing… it’s a two-dimensional experience.”

That’s unsettling, but true.

What’s emerging instead?

“All of this other stuff today is starting to bring in deeper knowledge about customers.”

“We’re able to create experiential kinds of events online.”

“All of these pieces are creating a humanized and a far more relevant engagement cycle with the customer.”

And perhaps the clearest articulation of where we’re heading: “The two-dimensional world is not gonna be the primary channel of how people are engaging as we go further out.”

But, and this is important,  there was also humility in the room: “I don’t think necessarily what we see today is exactly the way it’s gonna look either… all of this stuff is gonna mature in some interesting ways.”

We are still early.

AI and the Rewiring of Product Search

Our final theme was AI, and this is where the strategic implications really sharpened.

One industry veteran summed it up: “It is a huge opportunity for these retailers, and it is a huge risk if they don’t get involved.”

He warned that: “These curation bots ultimately are going to be searching the back end of these retailers… exposing all of that.”

For smaller brands? “If you’re not already with one of the big platform players, it’s gonna be a lift.”

And here’s the part that many retailers may not want to hear: “Retailers shouldn’t be spending as much money as they are right now on trying to re-platform the front end of their websites. They should be spending that money more on the backside… to get that data ready and searchable by AI curation bots.”

Back-end is the new battleground.

At the same time, retailers are hedging: “They’ve spent all this money on their retail media networks… and at the same time they’re connecting the back ends to AI.”

The tension was quite prevalent: “Can a consumer get to the brand through LLM without having to pay the toll of our walled garden?”

And again, authenticity surfaced: “Is the response authentic?”

One participant raised a future concern I suspect we’ll revisit in future sessions:

“At what point is AI going to be a pay-to-play game?”

Another shared how they successfully used ChatGPT to find a discontinued product, but wondered what happens when sponsored results become the norm:

“At some point… we will start seeing sponsored listings rather than the more authentic responses we’re getting now.”

The room nodded in agreement: “It’s kind of the Google model all over again.”

And perhaps the most dystopian (but realistic) observation: “You have to pay super premium, premium plus premium in order to get the actual authentic experience.”

Still, there was optimism: “I wonder if there’ll be a toggle… like, I don’t want the advertised items, I want the real thing.”

That question, who controls the filter, may define the next era of digital commerce.

My Final Thoughts

One participant summed up the moment perfectly:

“It’s a huge opportunity… and a huge risk.”

That’s exactly where we are. Commerce is about ecosystems: content, creators, infrastructure, AI curation, and seamless transaction layers working together.

The catalogue era built scale. The next era will build context.

And the retailers and brands who prepare their data, protect their authenticity, and integrate intelligently across channels will shape it.

As always, these Mastermind sessions leave me with more questions than answers.

And that’s precisely why we keep having them. If you’re a retailer or a brand and you’d like to be a part of these discussions, find out how to get an invite here.