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Marketplaces have ever-shifting dynamics. Supply chains get disrupted. Cross-border commerce comes with cross-border confusion. How do you stay on top, and, how can you think differently about it?
Newsletter Archives
Here are a few items that have appeared in some of my previous newsletters:
Target's latest earnings call reveals deep-seated issues. From a shackled marketplace to a CEO transition and aggressive analyst questions, discover why the company's strategy is failing to inspire confidence in 2025.
Learn about the AI barbell effect, where a reluctant middle management blocks innovation. Discover the only solution to overcome internal resistance and a crucial warning for software vendors selling AI tools.
Amazon reports strong Q2 earnings, but analysts question AWS growth and margins. Dive into the key highlights, challenges, and Amazon's bold claim that AI is the biggest tech shift of our lifetime.
Software company CEOs: Is your business ready for the shift to Agentic AI? Join our new content series to explore practical strategies for product development, sales, and company structure in the age of AI.
Is your organizational structure holding you back? This article reveals why "best practices" don't exist and how the Peter Principle can undermine success. Learn the key questions to ask to improve your org design and fix problems.
Is a chatbot in your store the answer? Discover why an in-store robot might not be the best idea and how a personal AI agent could be the real future of retail. Learn the biggest opportunity for agentic AI and LLMs in physical shopping.
Walmart's untapped goldmine: Discover how retail media, thriving eCommerce profitability, and strategic acquisitions are driving Walmart's massive growth. Learn key insights on inventory, tariffs, and the future of retail advertising.
Temu’s collapse may be faster than expected—58% drop in users, slashed ad spend, and a death spiral in motion. What’s next for the discount juggernaut?
OpenAI’s bet on hardware isn’t just flashy—it’s essential. Why context, collaboration, and delivery may define the next era of artificial intelligence.
UPS Q1 2025 earnings reveal how SMBs are taking the brunt of tariff impacts while UPS aggressively pivots post-Amazon. Strategic cost-cutting and network changes hint at a company in full transformation mode.
A look inside the MACH Composable Conference in Chicago: U.S. tech projects are frozen, Europe is heating up, and MACH's community-driven approach continues to spark debate in the enterprise architecture world.
Debating UI frameworks instead of serving the business? Discover why overly complex front ends, outdated PIM/PLM systems, and implementation budget cuts lead to composable commerce failure.
Walmart's recent Investor Day revealed challenges and insights, particularly about eCommerce, tariffs, and their future strategy. With over two-thirds of inventory sourced domestically, Walmart navigates the uncertain global landscape. Find out how the company plans to play offense amid the challenges.

Debating TikTok's future? Discover why the app is here to stay, the real threat posed by competitors like Meta and Google, and the likely scenario for the ongoing negotiation over its US operations.