Shopify is back to sustained growth thanks to discovering the leverage of software.
Amazon Earnings, Robotics and Amazon’s Expanding 1P Business
AWS had strong growth, in part thanks to AI, but the real impact of automation is on the expansion of their retail business.
Google Decision Follow-Up, Amazon Earnings
Grappling with the implications of the Google decision require accepting that antitrust intervention interferes with the market; then Amazon looks like it has unlocked a new retail category.
Windows Returns
Microsoft held its most compelling Windows’ event in years, because Windows is no longer the center of the company.
An Interview with Ben Thompson at the MoffettNathanson Media, Internet, and Communications Conference
An interview of me by Craig Moffett, Michael Nathanson, and Michael Morton about what an AI re-alignment in tech might look like, Meta’s spending, the realities of scale and the challenges in regulating Aggregators, the current state of the bundle, and a few other additional questions from the audience.
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.
Does VR Matter?, Modular Products and Defining New Markets, TikTok Acquirers
First, the theoretical case for why Meta’s approach to VR is more likely to succeed, then, which companies should acquire TikTok
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.
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.
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.