E-Commerce
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An Interview with Walmart CEO Doug McMillon About Omnichannel Retail
An interview with Walmart CEO Doug McMillon about his journey at Walmart, and Walmart’s journey in figuring out omnichannel and becoming one of the largest and fastest growing e-commerce businesses in the world.
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An Interview with Michael Morton About E-Commerce Winners and Losers
An interview with Michael Morton about Shopify’s enterprise business, Amazon’s long-term dominance, and host of other e-commerce topics.
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The Status of Just Walk Out, TSMC Gets CHIPS Act Grant
Amazon’s “Just Walk Out” technology is being scaled back, but it’s not a total failure. Then, the CHIPS Act seems to be doing its job.
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Walmart Earnings, Walmart Connect and Closing the Loop, Walmart Acquires Vizio
Walmart is focused on building an advertising business, and acquiring a TV maker makes perfect sense in that regard.
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Apple Earnings, Shopify Earnings
Apple’s earnings were fine, with a notable Services spike — is it from Google? Then, Shopify is back to the basics, and looking good for it.
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Amazon Earnings, The Logistics Virtuous Cycle, Amazon Aggregator Ads
Amazon’s cloud business doesn’t seem to have AI lift yet, but it’s early; then Amazon’s virtuous cycle in logistics ultimately is paid off with ads.