The Anti-Amazon Alliance

Google Shopping is changing its model, suggesting Google is joining the Anti-Amazon Alliance; 3rd-party merchants should do the same.

Apple’s Social Network

Apple’s decision to stop reporting unit sales is defensible; the company, though, should provide more data to support its new growth story.

Amazon Go and the Future

Amazon Go exemplifies how Amazon is building its monopoly in three ways: horizontally, vertically, and financially. Plus, why automation is worth being optimistic about.

Walmart and the Multichannel Trap

Walmart wasted years trying to retrofit their model to ecommerce. Buying Jet.com will give them a better chance, but it’s almost certainly too late to compete with Amazon.