Podcasts about Amazon Go

Today I am joined by Andrea Wightwick! Andrea has over 20 years of experience in the consumer packaged goods (CPG) industry, specializing in strategy and portfolio growth for food and beverage brands. Her career highlights include launching iconic products like vitaminwater zero, Chobani Oatmilk, and Honest Kids and advising pet food brands such as Nestlé Purina, Rachael Ray Nutrish, and FreshPet. With a client roster exceeding 200 brands, Andrea has driven organic growth through innovative marketing strategies, from pioneering the first Amazon Go store to reshaping household consumption with creative packaging solutions like Siggi's Skyr Yogurt Tubes.In 2023, Andrea crafted Salty Seagull, the first bubble-free, low-calorie, non-alcoholic cocktail under the Hapsy brand. Designed to make every gathering inclusive and festive, Hapsy cocktails offer a vibrant alternative for those choosing to drink with or without alcohol.Based in Atlanta with her husband and two children, Andrea also co-owns three additional businesses that provide IT support, cybersecurity, and AI-driven solutions to clients. She brings a wealth of expertise, creativity, and a forward-thinking approach to every venture she undertakes. Andrea's WebsiteAndrea's InstagramHapsy's WebsiteHapsy's InstagramGiving Kitchen

Welcome to Omni Talk's Retail Daily Minute, sponsored by Retail Club and Mirakl. In today's Retail Daily Minute:Amazon launches “One Grocery” – unifying Whole Foods, Amazon Fresh, and Amazon Go under a single leadership team and shared corporate systems to accelerate omnichannel innovation.Walmart & Amazon explore stablecoins – major retailers are considering launching their own crypto-backed currencies to lower payment fees and speed up transactions, pending new federal legislation.Costco gives Executive Members a boost – starting June 30, exec-tier members get in an hour earlier and all members get extra Saturday shopping time as Costco doubles down on member perks after strong Q3 results.The Retail Daily Minute has been rocketing up the Feedspot charts, so stay informed with Omni Talk's Retail Daily Minute, your source for the latest and most important retail insights. Be careful out there!

Welcome to Omni Talk's Retail Daily Minute, sponsored by Mirakl. In today's Retail Daily Minute:Kroger Creates a Standalone E-Commerce Unit – Kroger is doubling down on digital sales, launching a dedicated e-commerce business unit led by Yael Cosset to drive online growth and optimize fulfillment.Allbirds Shifts Away from DTC Amid Sales Decline – As Allbirds exits its direct-to-consumer focus, store closures and a wholesale pivot have reduced revenue but improved margins, setting the stage for a potential turnaround.Amazon Reshuffles Grocery and Convenience Store Teams – Amazon consolidates its Amazon Go and Amazon Fresh corporate teams, signaling a new phase in its physical retail strategy while continuing to refine its grocery ambitions.The Retail Daily Minute has been rocketing up the Feedspot charts, so stay informed with Omni Talk's Retail Daily Minute, your source for the latest and most important retail insights. Be careful out there!

Shoot us a Text.Today, we talk about the massive $1.34 Billion acquisition of The Herb Chambers Companies by Asbury Automotive. Plus, there still could be a path forward for Honda and Nissan's merger, and Amazon is not doing well in the physical retail space.Show Notes with links:One of the biggest dealership acquisitions in U.S. auto retail history is on the horizon as Asbury Automotive Group signs a definitive agreement to acquire The Herb Chambers Companies. This $1.34 billion deal includes 33 dealerships, 52 franchises, and three collision centers, adding to Asbury's nationwide footprint.The acquisition represents $2.9 billion in revenue in 2024, making it one of the most significant transactions in the industry.Herb Chambers will retain ownership of Mercedes-Benz of Boston but will step into a Special Advisor role at Asbury.The deal is expected to close late in Q2 2025, pending customary approvals.Asbury's CEO David Hult praised the move, saying, “Herb is an icon in Boston, and he has built a world-class organization.”Herb Chambers reflected on the sale: “As I look back on the last 40 years in business, I do so with immense pride, and as I look forward, I will do so with great satisfaction knowing what we built together will be in trusted hands,”The possibility of Honda and Nissan merging to form the world's fourth-largest automaker is back on the table—but with one major condition: Nissan CEO Makoto Uchida must step down, according to the Financial Times.Talks to create a $60 billion company collapsed last week, deepening Nissan's struggles amid hybrid shortages and Chinese competition.Renault and Nissan's board are reportedly pushing Uchida to exit, with informal discussions on his departure already underway.Honda CEO Toshihiro Mibe has ruled out a hostile takeover but is open to renewed negotiations under new Nissan leadership.Mitsubishi shares jumped 8.6% on the news, as a Honda-Nissan deal would stabilize its position, reducing its dependence on Nissan.Analyst Tatsuo Yoshida sees a potential Honda-Nissan partnership as a win-win, but warns that Nissan must first “get its act together.”Despite its dominance in e-commerce, Amazon continues to stumble in physical retail, as detailed in a Wall Street Journal report. From Amazon Go to Amazon Style, the company has repeatedly failed to make stores work, raising questions about its brick-and-mortar strategy.Amazon Go now has just 16 stores, after cutting half its locations since 2023.Amazon Books, Amazon 4-Star, and Amazon Style all shut down within the past three years."Just Walk Out" tech was removed from Amazon Fresh stores in April 2024, as customers preferred Dash Cart smart shopping carts instead.Critics argue Amazon “doesn't understand retail,” with poor store design and a lack of clear purpose in past concepts.Whole Foods remains its one success story, with Amazon making price cHosts: Paul J Daly and Kyle MountsierGet the Daily Push Back email at https://www.asotu.com/ JOIN the conversation on LinkedIn at: https://www.linkedin.com/company/asotu/ Read our most recent email at: https://www.asotu.com/media/push-back-email

Welcome to Omni Talk's Retail Daily Minute, sponsored by Mirakl. In today's Retail Daily Minute:Bloomingdale's to Close San Francisco Location – Bloomingdale's departs San Francisco Center after nearly 20 years, reflecting ongoing struggles in urban retail and the uncertain future of the mall under receivership.Amazon Go Shrinks Brick-and-Mortar Footprint – Amazon announces the closure of its Woodland Hills Amazon Go store, as part of broader cost-cutting measures, while doubling down on Just Walk Out technology and Amazon Fresh expansion.Hy-Vee Launches Red Media Targeting Solution – Hy-Vee introduces Hy-Vee ID in collaboration with Dentsu, offering brands advanced audience targeting capabilities through digital TV advertising and enhanced shopper alignment.Stay informed with Omni Talk's Retail Daily Minute, your source for the latest and most important retail insights. Be careful out there!

Andrea Wightwick has over 20 years of experience in the consumer packaged goods (CPG) industry, specializing in strategy and portfolio growth for food and beverage brands. Her career highlights include launching iconic products like vitaminwater zero, Chobani Oatmilk, and Honest Kids and advising pet food brands such as Nestlé Purina, Rachael Ray Nutrish, and FreshPet. With a client roster exceeding 200 brands, Andrea has driven organic growth through innovative marketing strategies, from pioneering the first Amazon Go store to reshaping household consumption with creative packaging solutions like Siggi's Skyr Yogurt Tubes. In 2023, Andrea crafted Salty Seagull, the first bubble-free, low-calorie, non-alcoholic cocktail under the Hapsy brand. Designed to make every gathering inclusive and festive, Hapsy cocktails offer a vibrant alternative for those choosing to drink with or without alcohol. Based in Atlanta with her husband and two children, Andrea also co-owns three additional businesses that provide IT support, cybersecurity, and AI-driven solutions to clients. She brings a wealth of expertise, creativity, and a forward-thinking approach to every venture she undertakes.https://behapsy.com/20% off + free shipping with code PREPPY

Consumers are bracing for another year of tough inflation. Kimberly James has joined Amazon to lead the U.S. convenience categories for its cashierless Amazon Go stores. And Family Dollar's chief merchandising officer will be stepping down.

Workers at Amazon facilities nationwide strike before the holiday shopping rush, demanding a labor contract. Also, President-Elect Trump's criticism of the spending deal raises fears of a government shutdown. Plus, Prince Andrew will miss out on Royal Family holiday celebrations amid controversy. And, a guide on holiday tipping—when and how much to give.

Welcome to Omni Talk's Retail Daily Minute, sponsored by Scratch Event DJs, Ownit AI, and Mirakl. In today's Retail Daily Minute:Amazon Grocery Head Tony Hoggett Announces Departure: Amazon's SVP of worldwide grocery, Tony Hoggett, will leave the company on November 1, 2024, after a pivotal tenure that oversaw operations for Amazon Fresh, Whole Foods Market, and Amazon Go.Tractor Supply Expands into Pet Care with Allivet Acquisition: Tractor Supply is acquiring online pet pharmacy Allivet to strengthen its foothold in the pet care sector, projected to boost its market reach by $15 billion.7-Eleven to Open 600 Large-Format, Food-Centric Stores: 7-Eleven will open 600 large-format stores in North America by 2027, focusing on food and beverage enhancements as part of its “New Standard” concept. Building on the success of its Evolution stores, these locations offer expanded foodservice, EV charging, and in-store seating.Stay informed with Omni Talk's Retail Daily Minute, your source for the latest and most important retail insights. Be careful out there!

Welcome to Omni Talk's Retail Daily Minute, sponsored by Scratch Event DJs, Ownit AI, and Mirakl. In today's Retail Daily Minute:Economic Insights: The U.S. economy presents mixed signals as inflation rises modestly, while jobless claims surge. The Federal Reserve faces challenges balancing inflation control with labor market shifts.JD Sports Launches Re JD Program: JD Sports introduces a second-hand sneaker platform offering pre-owned sneakers at discounted prices, promoting sustainability and accessibility.Amazon Go Store Closures: Amazon Go shuts down three NYC locations but continues expanding its Just Walk Out technology in other regions, including universities and stadiums.Stay informed with Omni Talk's Retail Daily Minute, your source for the latest and most important retail insights. Be careful out there!

AI Engineering is expanding! Join the first

We're talking about the lab of the future! Better than that… we're *building* it. In this episode of *The Resonance Test,* two of the builders are giving us a tour of sorts! Listen as Sridhar Iyengar, Founder, Chief Strategy and Technology Officer and Chairman of Elemental Machines, and Chris Waller, EPAM's VP and Chief Scientist, chew the scientific fat about creating a collaborative model cell and gene therapy laboratory. Waller says the lab of the future seeks to “reinvent the way we look at equipment and utilize equipment in a laboratory setting that's used to manufacture cells” by making it, as we say, real. “We're building out that facility at the EPAM Continuum office in Boston and partnering with folks like Elemental Machines” to enable “the transformation that we're looking for in these laboratory settings.” Creating such a next-gen lab is a very complicated task, says Iyengar. “Unlike many other disciplines that are primarily software driven or even mechanically driven, the life sciences have a much greater degree of variability.” To minimize this variability, they're putting an Amazon Go level of scrutiny on lab processes. AI, Iyengar says, “can spot patterns across an enormous number of variables and dimensions, much more than any human being can do… To do that you need lots of data, so you can cancel out the noise and you can find the signal in the noise.” The key step here, he adds, is to collect “as many dimensions of data as possible and make it computationally available.” Iyengar says that capturing the context around how lab data is collected is essential for making generative AI a useful lab tool. GenAI, he says, “creates something when you give it a prompt,” but in this case “the prompt has to include the context in which that work was carried out.” He reports being hopeful about GenAI's role in the lab, “but I think we're still a few years away.” At present, says Waller, the EPAM Continuum facility enables us to give the future a test run. The lab “allows us to bring our clients, our members of the [Pistoia] Alliance [and] our technology partners together in a safe space to work collectively to derisk the introduction of new technologies into these laboratory settings and show us the future.” Iyengar adds that when he walks people through the lab, “You see their eyes light up and say, ‘Ohh, I get it; that means we can do XYZ!'” Listen to these two and you'll soon be having your own XYZ thoughts. Host: Alison Kotin Engineer: Kyp Pilalas Producer: Ken Gordon

Sponsored by Santander https://ad.doubleclick.net/ddm/clk/585659384;394367517;h En esta tertulia online comenzamos con Bernat, quien comparte sus planes de viajar en caravana, además de su reciente visita a las innovadoras tiendas Amazon Go en Seattle. Nos adentramos en un problema técnico masivo que afectó a millones de computadoras debido a una actualización de Crowdstrike, y cómo esto impactó a sectores como la banca y las aerolíneas. También discutimos el crecimiento rápido de Crowdstrike bajo el liderazgo de George Kurtz y las implicaciones de su potencial salida a bolsa. Hablamos sobre las estrategias y desafíos de grandes empresas tecnológicas como Facebook y Google, incluyendo sus adquisiciones y desarrollos en inteligencia artificial. Además, analizamos la importancia de los datos en el desarrollo de modelos de IA y las inversiones significativas en infraestructura tecnológica por parte de figuras como Elon Musk. Finalmente, exploramos movimientos de inversión, implicaciones fiscales y debates sobre fiscalidad en el ámbito tecnológico, así como recomendaciones de lectura para emprendedores y la relevancia de centrarse en los inputs para el crecimiento empresarial.

In the comedic series "Monitor Mischief," a group of four colleagues—Sam, Linda, Raj, and Becca—monitor customers in an Amazon Walk Out store, making humorous assumptions about their purchases. Their lighthearted banter leads them to solve a sweet-smelling mystery involving a woman who uses roses and chocolates for a children's science workshop. Inspired by their success, they escalate their antics by tapping into citywide surveillance systems, observing and joking about various urban scenes from street performers to pet antics. Their adventures, filled with witty exchanges and playful investigations, reveal the humorous side of everyday observations and the power of teamwork in uncovering unexpected stories behind ordinary events.

EP319 - Amazon Q1 2024 Recap http://jasonandscot.com Join your hosts Jason "Retailgeek" Goldberg, Chief Commerce Strategy Officer at Publicis, and Scot Wingo, CEO of GetSpiffy and Co-Founder of ChannelAdvisor as they discuss the latest news and trends in the world of e-commerce and digital shopper marketing. Episode Summary: In this episode, Jason "Retailgeek" Goldberg and Scot Wingo dive deep into Amazon's first quarter results for 2024, analyzing the company's performance in various segments such as retail, offline and online sales, marketplace, AWS, and advertising. They also explore the impact of AI on Amazon's business and provide insights into the company's future guidance for Q2 2024. Amazon Q1 2024 Earnings Release Amazon Q1 2024 Earnings Call Transcript In our latest episode, Jason and Scott cover a range of topics, starting with their reflections on recent events such as May the 4th and Cinco de Mayo. Jason shares intriguing stories from his extensive travels and interactions with listeners worldwide. Scott delves into the intersection of e-commerce and the auto industry, honing in on Carvana. The duo also delves into the U.S. Department of Commerce retail indicators data, shedding light on trends in retail sales and e-commerce growth. The conversation pivots towards Amazon's recent earnings report, contextualizing it within the realm of AI investments by tech giants like Meta and Alphabet, offering valuable industry insights and analysis. The discussion continues with a focus on Amazon's earnings report, zooming in on concerns around AWS amid heightened competition from Alphabet and Azure. The rising trend of AI investments, particularly in data training applications, is explored, alongside the growing popularity of open source AI models due to cost and privacy considerations. Despite a conservative Q2 guidance, Amazon impresses with robust revenue that surpasses Wall Street expectations, particularly in operating income. The retail segment shows exceptional growth, exceeding operating income estimates for both domestic and international divisions. Notably, Amazon's performance in brick-and-mortar stores, spearheaded by Whole Foods, demonstrates resilience with a 6.3% growth rate. AWS stands out with a 17% growth, dispelling market share concerns and showcasing accelerated revenue growth, illustrating Amazon's continuous growth potential and innovation prowess. Scott delves deeper into Amazon's positive quarterly earnings report, emphasizing the remarkable revenue performance, especially in operating income. Insights are shared on Amazon's successful agnostic approach to LLM models and the potential advancements in generative AI. The conversation shifts towards the burgeoning ads business at Amazon, underlining its profitability and future growth prospects. Scot also outlines Amazon's Q2 guidance and the potential impacts of consumer spending patterns on the retail sector, including concerns about changing consumer behaviors and economic pressures shaping market dynamics. Jason complements the discussion with additional perspectives on consumer behavior and economic influences reshaping the market landscape. Furthermore, we embark on a detailed exploration of supply chain logistics, with a spotlight on Amazon's expansion into third-party logistics services, revolutionizing traditional retail strategies by sharing proprietary capabilities for wider adoption. Insights from Andy Jassy shed light on Amazon's logistics business approach. The conversation expands to include how companies like Spiffy are embracing a similar model of sharing proprietary products to drive innovation and revenue growth, showcasing an evolving landscape of retail innovation. The podcast unpacks the complex world of grocery retail, highlighting Amazon's experimental forays like Just Walk Out technology and the Amazon Dash cart, while examining the challenges in delineating Amazon's grocery sector strategy. A comparison is drawn between Amazon's strategies and those of rivals like Walmart and Target, who are adapting their product offerings to match evolving consumer preferences, offering a comprehensive view of the dynamic retail and supply chain management sphere. Dive into our engaging discussion, explore retail dynamics, and keep a lookout for more insightful content. Don't forget to like our facebook page, and if you enjoyed this episode please write us a review on itunes. Episode 319 of the Jason & Scot show was recorded on Sunday, May 5th, 2024. Chapters 0:23 The Jason and Scott Show Begins 2:56 World Travel Adventures 5:53 Commerce Tools Elevate Show 6:53 Jason's World Tour Plans 7:22 Where in the World is Retail Geek? 20:43 Amazon's First Quarter Earnings 23:23 Sandbagging Strategy 26:45 Amazon's Dominance in E-commerce 27:44 Online Segment Growth Analysis 28:53 Offline Store Segment Analysis 31:35 Spotlight on AWS Performance 34:32 Data at AWS 42:02 Gen AI Revenue Growth 46:24 Consumer Pressure 49:56 Supply Chain Evolution 53:46 Leveraging Technology 58:08 Disruption in E-commerce 1:01:54 Amazon's Grocery Strategy 1:05:01 Retail Industry News Transcript Jason: [0:23] Welcome to the Jason and Scott Show. This is episode 319 being recorded on Sunday, May 5th, 2024. I'm your host, Jason Retail Guy Goldberg, and as usual, I'm here with your co-host, Scott Wingo. Scot: [0:37] Hey, Jason, and welcome back, Jason and Scott Show listeners. It's been a while, but first, happy Cinco de Mayo, and also a belated May the 4th, Jason. Did you have a good Star Wars day? Jason: [0:49] I did. I did. I feel like Star Wars Day always makes me think of the podcast because I feel like we have spent many of them in my latter life together. Scot: [1:01] Yeah, absolutely. Any exciting new Star Wars experiences or merch? Jason: [1:08] No, I understand you got some vintage merch. merch. Scot: [1:13] It's not, but they, back when I was a kid, you would go and if you went every week to, I think it was Burger King, you would for the, I think it was Empire. I have the Empire right here. So definitely Empire, but you would get a glass. Now it turns out these were full of lead paint, which would kill you, but that was the downside. Jason: [1:32] Not recommended for drinking. Scot: [1:33] You got a very, yes, I never, being a collector, I never drank out of them. So that's good. Jason: [1:37] Saved your life right there. Scot: [1:38] Yes, but I did drink out of the Tweety Bird. So that me, me. I'm sure I got some yellow lead paint from a twitty bird glass. Anyway, so they came out with a Mandalorian kind of homage to those glasses and they were at the Hallmark store of all places, not where I usually hang out, but I got to go to a Hallmark store and the little ladies that worked there were, I wish them all an awesome May the 4th. And they looked at me like I was from another planet and it was hilarious. My wife's like, stop, they don't know what you're doing. Jason: [2:07] Wait, they didn't have a big May 4th section in the Hallmark store? Scot: [2:11] They did. The little ladies didn't know. Jason: [2:13] The overlap of people that still buy Papyrus cards and celebrate May 4th is probably not great. Scot: [2:21] It was very humbling. It was a humble May the 4th, but I got my glasses and I was happy. I'm happy for you. And then tonight we had tacos for dinner, so I'm hitting all the holidays. Jason: [2:30] I feel like we should have tacos for dinner every night, whether it's Cinco de Mayo or not, but I'm i am happy for that. Scot: [2:35] We do have a lot of tacos but this was a special single denial edition. Jason: [2:42] Well, very well done, my friend. Scot: [2:44] Thanks. Well, listeners of the pod have been all over me. They're like, why aren't you recording? And I said, it's not me. It's Jason. It's Jason. Because you have been traveling Scot: [2:55] the earth, spreading retail geek goodness. Tell us, we are way far behind on trip updates and all the different countries. It's like you're playing, do you have like a little travel bingo where you're just like punching, what is it, 93 countries? Jason: [3:09] I do. They call it a passport. Oh, nice. Yes. Scot: [3:13] That, uh, little book that you get to carry. Yeah. Jason: [3:15] Yeah. Yeah. Yeah. I have been on a lot of trips and it sounds like you and I may be telling complimentary lies because I also, I've had an opportunity to meet a lot of listeners in the last, we'll call it seven weeks and which they're always super nice. And it's always super fun to talk to people. And obviously they're, you know, strangers recognize my voice in line at Starbucks at all these e-commerce shows. And then we strike up a conversation. And then the next question is always, where the heck is Scott? Because they're always disappointed to meet me and not you. And now the new thing is, and why aren't you producing more frequent shows? And my answer is always that you're dominating the world at Get Spiffy and that you're too busy. Scot: [4:00] Uh-huh. I see. Okay. Jason: [4:02] Well, we're both very busy. Scot: [4:05] You're traveling more than I am. I'm busy washing cars. Jason: [4:08] Yes. I think both are fairly true, but I did finish a grueling seven-week stint where I got to come home a couple of times on the weekends, but I basically had seven weeks of travel back to back. In my old life, that would not have been that atypical, but post-pandemic, The travel has been a little more moderate. And I have noticed that I have my travel muscles have atrophied and I don't really want to redevelop. Jason: [4:35] So the seven weeks was a lot. Please don't ask me for trip reports for all the commerce events because I kind of can't remember some of them. They're all a little bit of a blur. But I was at Shop Talks, I think, since the last time we talked, which is, of course, probably the biggest show in our industry. And that was a very good show. I did get to see a lot of our mutual friends and a lot of fans of the show there. So that was certainly fun. And maybe in another podcast, we can do a little recap of some of the interesting things that came out of Shop Talk. I did produce a couple of recaps in other formats for work clients, so we could certainly pull something together. I also went to a vendor show. One of the e-commerce platforms out there is called Commerce Tools, and they had their annual customer show, which is called Elevate in Miami. So I got a chance to go visit there. They're one of the commerce platforms that I would say is winning at the moment in the kind of pivot away from the old school monoliths to these new sort of SaaS-based solutions. And commerce tools in particular are kind of pioneers in pushing this actual certification around a more modern earned stack that they they coined mock. And I think I think we've had Kelly from from commerce tools on the on the podcast Jason: [5:51] in the past to talk about that. But that was a good show. I got to meet a lot of listeners there. And a funny one, several listeners were like. Jason: [5:59] I would apologize for the, the, our publishing schedule lately. And they're like, I'm cool with it. I like that. Like you don't do a show if there's not something worthwhile. And then, you know, when I do get a show, it's like a treat. So I don't know if they're being honest or not, but that made me feel a little better about some of our, our, our Tardis shows lately. So those, those were good events. I also spent a week in India with some clients and that super interesting, a lot of commerce activity going on there, a lot of different market dynamics than here. So that's kind of intellectually pretty fun to learn about and see what's working there that might be working here or what, you know, why things tend to play out differently there. So that's interesting. And then I have a lot more international trips booked right now. Jason: [6:48] So coming up, I'm going to Barcelona, London, Paris, and Sao Paulo. So if anyone either has any favorite retail experiences in any of of those cities, please send them my way. I'll be doing store visits in all those cities. And if you're based in any of those cities, also drop me a line. Hopefully we can do some meetups while I'm out there. Scot: [7:07] Cool. It's Jason's world tour. You can do a little pod while you're there. Jason: [7:12] We have done a bunch of international pods in the distant past. I remember hotel rooms in South Korea and all over the place, Jason: [7:19] Japan that we've, we've cut shows from. So, so totally could. Scot: [7:23] Yeah. We'll have to do it. Where in the world is retail geek? That could be the theme song. I just sampled that. Jason: [7:30] Yeah. So besides cleaning the world's cars, what have you been up to, Scott? Scot: [7:35] Well, it's kind of funny. My worlds are colliding. So a lot of the analysts that you and I know from the e-commerce world are creeping into the auto world and their gateway drug is Carvana. So in the world of retail, we have Amazon, obviously. Well, Carvana is kind of Amazonifying used cars. They had a bit of a drama kind of situation. They were the golden child of online cars. And then they totally pooped the bed. They did this acquisition. They loaded up with debt. And then after, I think it was 21. So they had a good COVID. They surged. And then the debt got in front of them. Used car prices bop around and they kind of like got in an open door situation where they had bought a lot of cars for more than they were worth suddenly. And then they plummeted and everyone thought they were going out of business, but they have had a resurgence. So it's causing a lot of the internet analysts to now pick up auto tech or mobility or whatever you want to call it. So it was fun. I got to do a live chat with Nick Jones. He's been a friend of the show. I don't think we've had him on due to some compliance stuff that his company has rules around, but he's at this firm JMP and it was kind of wild to talk about, with someone about both Amazon and what we're doing at Spiffy, which is basically a lot of Amazon principles applied to car care. So it was interesting to have someone reach out and say, hey, I think this is a thing. And everyone tells me I should talk to you about it. And I was like, oh, yeah, I would love to. So it's kind of fun. Jason: [9:01] That's very cool. And isn't it also a thing, I think half the vehicles on the road are now owned by Amazon. So I assume that's an overlap too. too? Scot: [9:09] Yeah, not half, but a lot are. The number of last mile delivery vehicles are very, very large. And we work with a lot of them, so it's kind of fun. I started spiffy somewhat to get away from Amazon and still all I can talk about. Nope. So embrace it. I love Amazon. Love me some Amazon, Jason. Jason: [9:29] I'm glad you do. I love them too, but I feel like I spend most of my career You're unsuccessfully helping people compete with them. Scot: [9:38] Hey, got to play one side of the coin. It's a gig. You're going to be more like them or how to fight them. Jason: [9:43] It's a gig. It is indeed. Yeah. Scot: [9:46] Cool. I thought we are going to talk about some Amazon news. But before we jump in, you have done your magic with your data analysis interns. And I'm sure there's an LLM and an AI thrown in there. Let's start with some of the things you're seeing in commerce trends from the data that's out there. Jason: [10:07] Yeah. So as everyone knows, I have a little bit too much of an infatuation with the U.S. Department of Commerce retail indicators data. And these guys, you know, publish monthly estimates of retail sales in a bunch of categories. And, you know, we've talked about this many times on the show, but broadly over the last several years have been really interesting in retail. 2020, 2021, and 2022 were the greatest three years in the history of retail. Like we mailed like $6 trillion in economic stimulus. People didn't travel or go to restaurants as much. And so we sold way more goods than ever before. And so those three years, retail grew respectively at like 8%, 14%, and 9%. The 20 years prior, retail averaged about 4% a year in growth. So normally pre-pandemic, you'd expect 4% growth. We had these three, you know, wildly pandemic influence years where we grew really fast. And then last year we finished a little below 4%. So, so we were around, I want to say it was like 3.6%. So it was growth. It would, it would have been in line with pre-pandemic growth, but it certainly felt like a significant deceleration from those heady pandemic years. And so, you know, people are super interested to see how does 2024 play out? Does it? Jason: [11:32] Kind of return to pre-pandemic levels, like what is the new normal? Jason: [11:37] And we now have the first quarter's data from the U.S. Department of Commerce, and I would call it kind of a mixed bag. If you just look at the raw retail data that the U.S. Department of Commerce publishes, they're going to tell you that retail grew in the first quarter 2.8%. So that's a little anemic, right? Compared to historical averages, that's not a great growth rate. Most of the practitioners that follow this podcast care about a particular subset of retail that the National Retail Federation has dubbed core retail. And so the National Retail Federation pulls gas and automobiles sales out of that number. And gas is a decent size number and it's very volatile based on the commodity prices of gas. And auto is a huge number that has, as you're well familiar, its own idiosyncrasies. And so that's how they justify taking those two out. And if you take those two out and you get this core retail number, retail in the first quarter grew 3.9%. So kind of to align with how the NRF talks about retail, we'll say Q1 overall was 3.9%, which is very in line with the pre-pandemic historic average. So disappointing by pandemic standards, but kind of traditionally what we would expect. Jason: [13:05] What is unique in that number is. Jason: [13:09] That it's very bifurcated. There are clear winners and losers, both by categories and specific practitioners. So if you break down the categories, e-commerce is the fastest growing chunk of retail. I'm sure we'll talk more about that. Restaurants were the next fastest growing categories. And categories like mass merchants and healthcare providers outperform that industry average, every other segment of retail underperformed the industry average. So things like furniture stores did the worst, building materials did really poorly, gas stations did very poorly, electronics did poorly, and side note, electronics have been the worst performer since the pandemic, which is kind of interesting and challenging. So you've had this weird couple categories doing really well, a bunch of categories doing really poorly. And then within the categories even, if you look at the public company's individual earnings calls, what you tend to see is a couple of big players performing really well in overall retail, that's Amazon and Walmart. And then a lot of other retailers really struggling. So that even that's like in general merchandise, it's Amazon and Walmart that are lifting the boats. And it's folks like Target traditionally that have performed really well are actually struggling at the moment. So the average is kind of hard to follow at the moment. Jason: [14:37] But that is kind of how things play out. And then we have some preliminary e-commerce data, but the actual Q1 e-commerce number that the U.S. Department of Commerce publishes will publish on May 17th. So that's 12 days from now. Jason: [14:53] And crunching the numbers that we have available at the moment, that growth is likely to come in at somewhere between 8% and 10%. I'm guessing more like 8% or 9% growth. And so that also is twice as good as overall retail, and it's more than twice as good as brick-and-mortar retail. But that is noticeably slower than the historic e-commerce growth rates pre-pandemic. So kind of file those two numbers away. The overall retail industry is growing at 3.9%. The overall e-commerce industry is growing at about 9%. And then we have our friends at Amazon that dropped their earnings announcement just before May 4th so that they could celebrate May 4th, I think. Scot: [15:39] Yeah, yes, that's a good setup. And without further ado, let's talk about Amazon's fourth quarter. It wouldn't be a Jason Scott show without a little bit of... Scot: [16:01] That's right. On April 30th, Amazon announced their first quarter results. And the setup coming into these, so you had the data you talked about, but like to drill in a little bit. We had Meta, the artist formerly known as Facebook, and Alphabet, the artist previously known as Google. They announced and they both basically told Wall Street, AI is the cat's pajamas and we're going to spend anywhere between $10 and $40 billion of capital expenditures on it, meaning NVIDIA chips. So it turns out the way to play all this is basically buying NVIDIA. So hopefully you bought some NVIDIA stock. Maybe this is not a stock recommendation or when it's too late, so... And also don't take stock recommendations from podcasters. Anyway, so there was all this angst and people were a little freaked out coming into the Amazon results because Meta was down like pretty substantially, 20 to 30 percent. And Alphabet was also up substantially. You also had Microsoft come in there and they really crushed it. Their Azure is really lighting it up with AI. And they announced that they were going to invest a lot. And there's this rumor that a $100 billion project, it's got a name like Starship or something, but it's not Starship. Spaceship? Stardust? I don't know what it is. But it's going to be this mega data center, and they literally can't find a place to put it because it's going to consume so much power. So they're going to have to maybe build a nuclear plant next to it or some wacky thing. Scot: [17:31] Anyway, that was the setup. up. So coming in, Wall Street was very, very concerned about Amazon's AWS division, which is their cloud computing. Because if Alphabet is building out their infrastructure, and so is Azure, that's the two biggest competitors for AWS. And is AWS getting its fair share? And is it going to announce that it's going to have to go build some $40 billion kind of a thing? Also, another Another thing, and I'm kind of curious on if you're seeing this with your clients, but in the, I follow this, you know, the AI, you can't do much without seeing AI everywhere. But the part I'm most interested in is what are big enterprises spending money on? This is like your Fortune 500s. They're all experimenting and really getting into it. And where they're finding a lot of good use cases is training on their data. So they'll say, you know, hey, I'm Publisys. How many documents do you think are inside of Publisys? I don't know, 8 trillion documents. Documents and you know wouldn't it be helpful just the ones I created and who is this retail geek and he's he's created uh you know 90 of those and you know so you know imagine you're starting new at publicists you're gonna be like where do I start going through some of these documents for us and if you had a chat bot that was like hey I've read all that you know I can navigate you through everything that's been published or you know whatever I'm certainly you. Scot: [18:50] Providing a very big metaphor, certainly be more divisional and all this kind of stuff. But that's where big companies are spending the bulk is they're taking their data in whatever format it's in, be it a relational database, a PDF, whatever it is, they're trying to train it. They don't want it to go up into the, they don't want to train the LLM so that other people get the benefit of that and can see any confidential data. So that's really important. So it needs to be gated in these types of things. Because of that use case, open AI is not great because people are very worried. A, it's very expensive and it's only an API. So OpenAI hosts itself and you call it through an API. Scot: [19:25] Those API calls are very expensive. They're getting, as OpenAI has gotten more popular, there's more latency. It's taking forever to get answers out of this thing. And a lot of people are very concerned that even though there's ways to call the API such that it's in a window and not being trained, that maybe it leaks in there. So because of all these elements, the open source models are becoming very popular. And right around the time Meta announced, they announced their Llama, which has become quite popular. And what's nice is you can host it wherever you want. And it's kind of like WordPress, where if you are a serious WordPresser, you can host it somewhere yourself, and you can kind of understand that. Otherwise, there's other people that will host it for you. But it has the nice feature of you're just getting the weights and whatnot, and it's it's pretty clear, it's pretty obvious, it's not training itself on your data. So a lot of people like it because it's quote unquote free. It's not an API usage based. It's a pay once to set it up, pay for some resources type thing and you're done. And it's also not going to train on the data. That's one of many. There's probably 10 or 20 pretty commercial grade open AIs out there. Scot: [20:38] Okay. So that's kind of the setup to get to the earnings. things. So from a big picture, this was a really good quarter. Asterix, the guide made Wall Street a little bit nervous. So- Scot: [20:53] And one of our research analysts just said it's Stargate, which is also a sci-fi series. They must have that on Prime Video or something. There's probably some callback there. Scot: [21:01] So they beat for the quarter Q1, but then they also kind of tell you what's going on the next quarter. Amazon doesn't provide fully your guidance. They just kind of give you a snippet. So when they report one quarter, a quarter, they then tell you what they think the next quarter is going to do. So Wall Street got a little bit ahead of its skis, and the guide for Q2 was below what Wall Street wants. So it wasn't what we'd call a beat and a raise, which is the current quarter was a beat and the next one they increased. It was a beat and a guide down. So that probably tampered Wall Street. But ever since Jassy came in, Andy Jassy, this has been his MO is to be pretty conservative because Wall Street's very much an expectation engine. And the more, if you can beat and tamp down expectations, it makes it, it's a little bit rougher in the short term from a stock price, but it makes next quarter better and then so on and so forth. So it's a smart way to manage the long-term vibe of the stock, the mindset, the expectations around your stock. Okay. So revenue came in at $143 billion versus Wall Street at $142. So pretty much in line. But most importantly, where Amazon really threw people off was on operating income. Yes, Amazon is profitable. This is the proxy for operating income. True Amazonians would tell you, no, it's cashflow. We can go into that, but this is kind of the way they report to Wall Street. So this is kind of the standard operating system, if you will. So this is what we're going to use, but it's a proxy for cashflow. Scot: [22:28] That was 15 billion for the quarter and Wall Street expected 11. Well, you know, 4 billion on a world of 143 doesn't sound like much, but between 11 and 15, that's a very material beat. What is that? Like 38%, something like that. Scot: [22:44] So that was a really nice surprise. And, you know, Amazon goes through these invest and harvest periods and everyone's been feeling like they're going to be back in investing which would mean they're going to start lowering operating income as they invest but it's actually kind of beating expectations, also this is the fifth quarter amazon has come in at the high end of its guidance or above its guidance since basically you know on operating income and that corresponds with when jassy came in so this is his mo right now is to kind of like beat and lower beat and lower you know exceed expectations tamp them down not get not get ahead of his skis and it's working really well. Jason: [23:24] Sandbagging for the win. I like it. Scot: [23:26] Yes, it is. Having run a public company, this is a lesson I learned painfully. So that's something we can talk about over beer sometime. Jason: [23:33] I will book that date. Yeah. And the retail business sort of followed in line with that. They had like some nice growth, but like the real standout number was the improvement in margins and the significant positive operating income from the retail segment. So I think the actual operating income from U.S. Retail was like $5 billion and the Wall Street expectations were 4.3. So again, that was another strong beat. Total revenue, which revenue is not the same thing as retail sales, as we've talked about on the show many times, that we would use GMV as a proxy for that. But revenue was $86.3 billion for the quarter, which I think was in line with the analyst expectations. Jason: [24:27] And I think this was the largest operating income that Amazon has ever reported for the retail business. So that was super interesting on the domestic side. Traditionally, domestic has done pretty well and international has been a money loser because, you know, they've been less mature. they've been investing a lot in growing international and they haven't had the same kind of margins. This was the first quarter that they reported positive operating income for the international division. So that's another super encouraging sign for investors that maybe they've kind of passed that inflection point on a lot of their international investments that they've made in the EU and Japan and the UK, which reminds me is not part of the EU anymore. Jason: [25:13] So so they kind of beat beat international expectations across the board on income. Revenues were lower. So revenues were like thirty one billion dollars, which was below expectation. Jason: [25:25] But they they earned like nine hundred million in operating income. And I want to say the the the Wall Street expectation was like six hundred million. So so again, like a 30 percent beat, which is pretty, pretty darn good. Good. They also, a bunch of analysts have, you know, taken these revenue numbers and they try to back into a GMV number. And I would say the bummer at the moment is there's a fair amount of variance in the estimates, like different analysts have different models. So I have kind of been putting to a model of the models together and trying to kind of find a midpoint. And like Like based on that, the Amazon's GMV globally probably went up 11.5% for the quarter. So if you're comparing this to other retailers or the U.S. Department of Commerce number, overall GMV went up 11.5%. The U.S. was stronger. So the U.S. probably went up at 12.2%. So again, we talked about core retail was up 3.9%. Well, Amazon U.S. GMV was up 12.2%. So, you know, three times faster growth than the retail industry overall. Jason: [26:39] And again, Amazon is mostly e-commerce, very little brick and mortar, Jason: [26:44] which we'll talk about in just a minute. But even if you're comparing Amazon to that e-commerce number, if e-commerce comes in at 8% or 9% and Amazon's at 12%, they're by far the largest e-commerce player out there and they're still substantially outgrowing the average, which, you know, is very impressive and should be very scary to every other competitor out there. Jason: [27:08] One analyst kind of put together an estimate of what they thought the earned income contribution from Amazon was for retail and ads together, pulling AWS out. And they had it at $27 billion in earned income if Amazon was just a retail with no AWS. And that puts them right in the ballpark of Walmart that spent off about $29 billion in earned income or operating income. I keep saying earned, but I mean operating income. So, so that is all pretty impressive and simultaneously super scary. Jason: [27:45] Scott, did you drill down into the online segment at all? Scot: [27:49] Yeah. And, you know, what I would tell listeners is picture a block diagram where you have this big, big rectangle, that's the whole Amazon entity. And, you know, so what we're going to do is talk about the segments. And the first segment is the biggest one, which is the retail business. And that, that's what you just. Jason: [28:04] Biggest and best. Wouldn't you say? Scot: [28:06] Coolest. Jason: [28:07] Coolest. All right. Scot: [28:08] Cool. Okay. Yeah. Yeah. Okay. I'll, you know, I don't know. Jason: [28:11] It is for you. Scot: [28:14] Um, I think the whole enchilada, I like the, the way they do this and I'm trying to replicate it. It's 50. We'll talk about that in a second. The, so then the, you know, so then another segment is AWS, another segment, I think marketplace should be in some segment, but they don't break it out. So it's just kind of in kind of hidden inside of the blob that is retail. So we tease some of that out here on the show. They purposely hide it in there. So no one knows how awesome it is, I think. And then they've got AWS ads and a couple other things, but we'll talk about this. So as you dig into the retail business, there's a couple of ways to look at it. You can look at it by domestic and international, which Jason just did, Scot: [28:50] or you can look at it by online and physical store. So the online biz grew 7% year over year, which if I remember your stats, well, you don't have it until may 17th so on may 17th we'll be able to know how that compared but probably the one you can compare is the offline biz which is the the store comp that they have, And Jason, you saw on that one, what'd you see? Jason: [29:16] Yeah, so physical stores grew 6.3%. So again, like, you know, when we say all of retail grew 3.9%, a big chunk of that's e-commerce. Brick and mortar probably grew at like two to 3%. So Amazon's brick and mortar growing at 6.3% is actually super impressive. And it's kind of interesting, you know, for several years, Amazon has had experiments in a bunch of retail formats. So they've had these Amazon Go stores, stores. They had Amazon five-star stores. They had bookstores. They had a fashion store. They're trying all these things. And of course, the biggest chunk of their stores is they own Whole Foods. And so offline stores for Amazon was kind of a mix of all these different concepts. In the last couple of years, they've kind of cleaned house and gotten rid of all those concepts. And so, you know, nominally there's a few of their own grocery stores called Amazon Amazon fresh open, but the vast majority of online offline retail for Amazon is, is Whole Foods. And for it to be growing at 6.3% in the current climate is, is a really good sign for Amazon. And, and I would say somewhat impressive, you know, on the earnings call, they, they announced that they're working up a new format for Whole Foods, which is a smaller format store that's It's going to open in Manhattan. So I have that on my ticker file to go visit when that's open. Jason: [30:38] You know, the whole grocery space for Amazon is super interesting, but maybe we'll talk about that a little bit more later. But I will call out, they did launch a service that there's been some controversy over. They launched a $9.99 a month grocery delivery service, which essentially lets you have all you can eat free grocery delivery to your home for an incremental fee of $9.99. And they're spinning that as, you know, a cool new grocery service and enable more people to shop for groceries online. And there are a lot of articles about it, like. Jason: [31:13] They used to have free grocery delivery included in your Prime membership, right? And so they've kind of like, I look at the big arc of all this and say, there used to be a lot more free services in Prime that they've kind of peeled out. Then they started charging for, and now they'll let you get it free again for another $120 a year. Jason: [31:32] So interesting things happening with grocery that we could probably talk more about later. But I'm kind of eager to dive into some of these other businesses like AWS. Scot: [31:42] Yeah. So that's the one that everyone was really waiting on the call to hear how it went. And good news, AWS exceeded expectations. Everyone thought it was going to grow 14% and it came in at 17%. And if Wall Street likes, they like a lot of things, they like beating expectations, that's important to them. But their favorite thing is ARG. And that is not a pirate day thing, ARG. It is Accelerating Revenue Growth. Wall Street loves that more than anything. And that's what they delivered for both the ads and the AWS part of the business. And what that means is that as the law of numbers kicks in, so back on the retail business, the only time we see that accelerate is in the fourth quarter and that seasonal acceleration, right? We've gotten used to that for decades now. It always happens in the fourth quarter and whatnot. So it's what you would expect. But this is quite unusual for a relatively mature business. This thing's $25 billion a quarter. So this is a $100 billion business that accelerated. And so that tells us that there is a lot more wood to chop here. It has not gotten near its addressable market. And it really allayed fears that they were losing massive market share because they're, quote unquote, behind on AI to Azure, which is Microsoft offering, and then the Google hosting solution as well. Scot: [33:05] That does not seem to be the case. So they did very well. So they came in at $25 billion and Wall Street was expecting $24.6. So that was really, that accelerating is what really made everyone very happy. And then the operating income came in at $9.5, way ahead of Wall Street at $7.5. So another pretty material 20% beat on this component at the bottom line. And this is really interesting. There was some really good language around this. And this has been Jassy's statement all along, and it's coming true. His early Amazon's early play was we're going to be agnostic on models and it's kind of like bring your own model we'll work with anything now with open AI they're not going to ever host open AI but they'll they're not going to stop you from working with it and then they for these open source ones they've made it very easy for you to spin up an AWS instance throw a little llama in there and I would make a llama noise if I I knew what they said I guess they make like a sheep sound. So you throw a little alarm in there and it does its thing. And, you know, the benefit of them being agnostic on these LLMs is most likely they have some or all of your data, right? Because they've been at this so long that if you're doing cloud computing versus on-prem, most likely a lot of, if not all of your data is in AWS. Extracting that data, you know, imagine you had terabytes or or what's the biggest, Scot: [34:31] bigger than terabytes? I always forget this one. Jason: [34:33] Petabytes. Scot: [34:34] Petabytes of data at AWS. They literally have a product that they can send a truckload of hard drives around and get your data. That's how much data there is that you could never push it across the internet, that there's so much data. So if they have that data and that's what you want to train on, you don't want to have the latency of the internet between your data and the training. So you'd really need the LLM to operate near your data. And this is what they predicted two or three years ago, kind of around the, the, the launch of chat gpt when all this stuff really started to accelerate and it's coming true so everyone feels a lot better about that then their body language this time a lot of times they were kind of like this is what we're doing and we're pretty sure it's going to work now they're like it's working and people really felt relief around this because everyone there was a set of people that believed it but then you know open ai's pitches nope our lm is going to be we're spending, billions of dollars we're going to be so far ahead none of these open source things are going to keep up. If you don't have us, you're going to be so far behind, you'll be like playing with crayons and everyone's going to be playing with quill pens. Scot: [35:42] So it was really good to see that this is not what's happening, that people are embracing, enterprises are embracing these open source models. They are in the same zip code performance-wise from results and much cheaper than OpenAI's offerings. And what Amazon said specifically was very positive around what is It's kind of abbreviated Gen AI for generative AI. And it's kind of a way to encapsulate this. And they said that it already is a multi-billion dollar run rate business. And you always have to parse what they say. So multi-billion can be anywhere between 1 and 9.9, right? And you'll see why I drew 9.9 there. Scot: [36:25] And inside, as part of that big AWS number, and they believe it can be rapidly tens of billions. Billions so they're basically saying it's not double digit billions so it's a single digit million which is where i get one to nine point nine but they basically hinted that that it is growing so rapidly inside of there that it's gonna be tens of billions and this is why they saw accelerating revenue growth which made everyone happy it wasn't just people you know moving some more you know loads on or something boring loads around relational databases or something it was the juicy ai stuff so this got everyone so lathered up that three analysts did price increases and they cited that this was one of the reasons the biggest price increase was from sig susquehanna and they put the price up to 220. At the time all this happened the stock was at 175 and today it's around 185 so it's been up nicely but 220 is a pretty big big you know even. Scot: [37:20] From where they expect that's where they're thinking i think most these guys look at a year to two years as a time horizon on these prices so and that's the the high i have you know again there's a wide range some people think it's going to go down some people think it's over price so go do your research this is not a stock recommendation but i just thought it was interesting that people get really really excited by by this whole gen ai largely the body language that, and it's, Amazon doesn't pound their chest much. So the fact they were, was kind of a new, new way of managing Amazon and Jassy's pretty conservative. So he must've felt pretty good about it, but also that they needed to ally, allay, allay, allay, whatever the right word is, get rid of these competitive concerns everyone's been talking about. Jason: [38:05] Yeah. It feels like a pretty big prize out there. Jassy and the whole team always talk, Just AWS, even before you get to Gen AI, they always remind everyone, hey, 85% of the workloads are still on-prem. So like this, as big as AWS looks, if the long-term future is 85% of the workloads are on the cloud and only 15% are on-prem, there's a lot of headroom still in AWS. And then, you know, you add this new huge demand for AI on top of all that. And like this, it's almost a limitless opportunity. And I want to tie the AI back to retail, though, for just a second, because there's another bit of news that I haven't seen covered very much, but is super interesting to me. Jason: [38:51] There's a particular flavor of AI out there, a subset of generative AI that's now being called agentic AI. And that's sort of a clever amalgamation of agent-based AI. And there's a very famous AI researcher, this guy, Andrew Ng. He's the founder of Coursera. He's done a bunch of things. He was the head of Google Big Think, which was one of the first significant AI efforts. And I want to say he was like on People Magazine's 100 most interesting people list in like 2013 as an AI researcher. So the dude's been around for a long time. He is one of the biggest advocates for this agentic AI. And the premise is that if you just ask an LLM, you take the best LLM in the world, and you ask it to do something for you, that's called zero shot. You give it an assignment, and you take the first result you get. It's a zero shot. You get pretty good results. But if you... Jason: [39:53] Turn that, that LLM into multiple agents and break the task up amongst those agents and potentially agents even running on different LLMs, you get wildly better results. Jason: [40:05] And so his, his research kind of showed that, Hey, if, if Jason goes write a PowerPoint presentation for his client, explaining what's going on in commerce. And I just give that to the turbo version of ChatGBT 4, I'll get a pretty good deck. But if I say, hey, I want to create four agents. I want to create a consultant to write the deck and a copywriter to edit the deck and an editor to improve the deck and three people to pretend to be mock customers to poke holes in the deck and have all those agents work on this assignment. I could give that assignment to chat gbt 3.5 and it would actually output a better work product than the the newer more advanced model was by by breaking the job into these chunks and so in retail you think about like this is the idea of assigning higher level jobs to shopping right so instead of saying like going to amazon and saying oh now it's a ai-based search engine and i'm going to type a long form query into search and get a better result. Jason: [41:09] The agentic AI approach is I'm just going to say to Amazon, never let me run out of ingredients for my kids' school lunches. And the agent's going to figure out what is in my school lunches and what my use rate is for those things and what weeks I have off from school and don't need a school lunch. And it's just going to do all those things and magically have the food show up. And this is a long diatribe, but the reason it's relevant is is this dude, Andrew Ng, was named the newest board member at Amazon three weeks ago. Scot: [41:40] Very cool. Jason: [41:40] I did not see that myself. Yeah. And so if you're wondering where Amazon thinks this is going, like this, in my mind, ties all this tremendous opportunity in generative AI and the financial opportunity in AWS directly to the huge and growing retail business that Amazon runs. Scot: [42:02] Very cool. Oh yeah. I had not seen that. So maybe Wall Street picked up on that. I'm sure. And maybe that was another part of the excitement. Jason: [42:09] Yeah. But all of that is just peanuts compared to the real good business in Amazon, which is the ads business. So again, you know, Amazon used to, to obfuscate their ads business. They've for a number of quarters now had to report it as earnings because it's in their earnings separately, because it's so material. And it was another good quarter for the ads business. It's hard to say whether it's actually accelerating growth or not, because the ads business is very seasonal. So the ad business grew 24.3% for the quarter versus Q1 of 2023. Q4 grew faster. So Q4 grew at 27%, but the 24% growth is much faster growth than other... Q1 year-over-year growth rate. So however you slice it, it's a good, robust growth rate. If you add the last four quarters together, you get $29 billion worth of ad sales. There's lots of estimates for how profitable ad sales are, but there's no cost of goods for an ad, right? Jason: [43:13] And so it's very high margin. So if you just assume, I think 60% gross margins is a very conservative estimate. But if you assume 60% gross margins, that means the ad business spun off $29.5 billion of operating income over the last 12 months. And to put that in comparison, AWS is big and profitable as it is, twice as much revenue at over $100 billion now, but it spun off like $23 billion in operating income. So the ad business is a much more meaningful contributor to Amazon's profits than even AWS. Jason: [43:51] And another way I've been starting to think about this is what percentage of the total GMV on the Amazon platform are the ads? And they are now 6.5%. So that's a very significant new tax. You know, as Amazon has hundreds of millions of SKUs available for sale, no one's ever going to find your SKU or buy it if you don't do some marketing on the platform for that SKU. And that's this 6.5% tax that Amazon's charging. And in the same way we said, hey, AWS is a really robust business. And then there's this thing called generative AI that can make it even huger. All of this ad revenue we're talking about is really coming from their sponsored product listings, which is like basic search advertising on the retail platform. Last quarter, Amazon said, by the way, we have this huge viewership streaming video service called Amazon Prime. And we're going to start putting ads in the lowest tier version of Amazon Prime. So unless you want to pay more, you're going to start seeing ads on Amazon Prime. And that's another huge advertising opportunity that hasn't been very heavily tapped yet. So the analysts are pretty excited about the upside of Amazon potentially tacking on another $6.5 billion in Prime video ads onto the $50 billion of search ads that they already have. Jason: [45:11] And so ads are a pretty good business to be in, which is why every other retailer is trying to follow suit with their own sort of version of a retail media network. Scot: [45:22] Cool. I imagine you get a lot of calls to talk about that. Jason: [45:25] Oh, yeah. I actually, I'm sick of talking about it. So one nice thing about working at an ad agency is there are now thousands of other experts. You know, I was one of the early guys in retail media networks. Now there are thousands of other experts that are way more credible than me. So I don't have to talk about it quite as much, but it still, still comes up in every conversation. Scot: [45:43] Very cool. All right. So then that was the basic gist of the corridor from a high level. And then it came to the what's going on in Q2. So that did come in lighter than folks expected, as I said, and they guided the top line to 144 versus 149. Let's call it 146 and change at the midpoint. They always do this range kind of thing when they're doing their guide. And Wall Street was at 150 consensus. So, you know, a tidge below two or three percent below where they wanted. But the operating income guide was above Wall Street. So they're kind of, we'll take it. Como si, como sa. Scot: [46:21] So that was, you know, I think Amazon tapping things down. Yeah. Now they did talk a lot about consumers being under pressure. So they said in the, it wasn't in a Q and a, it was in the prepared remarks and Jassy said it, which is kind of like the more important stuff. And I will say it's really nice to have the CEO of Amazon back on these calls because Bezos basically ditched them after, I don't know if, I think he came the first two quarters back in 97 but i honestly can't remember but he has not gone to the calls and jassy's been to them all so it's really nice to hear from the ceo and he answers very candidly i feel you know he doesn't feel as kind of like robotic as many ceos when they get on here because it is a stressful thing that you're going to say something wrong, but there was this exchange well first of all he he in his prepared remarks he talked about. Scot: [47:12] I forgot to put the exact language, but he said, we're seeing a lot of consumers trade down. So they're seeing, you know, we're seeing this in the auto industry. Tires is this huge thing where it's under a lot of pressure right now because people are just waiting. So there's a lot of this, you know, it's not showing up in the data that I've seen, but there's, you know, maybe the inflation data, but not the GDP and some of the other unemployment data. But it feels like the consumer is under a bit of pressure here, and they talk about that a lot in the prepared remarks. So I thought our listeners would find that interesting. Jason, before I go into this longish little thing that I wanted to just cover, what do you, did you pick up on any of that consumer stuff? Are you hearing that? Jason: [47:55] Oh, yeah, that's very common. And remember, in the beginning, I mentioned that there's this weird bifurcation that some retailers, even in categories, are doing well and others aren't. And some categories are doing well and others aren't. That's super complicated to get to the why. But the most obvious why is that consumers feel like they're under a lot of economic pressure and are trading down and are deferring certain types of purchases. The easiest way to see this is own brands and private label sales going up and, you know, national brand sales stagnating, see things like chicken protein going up and beef protein going down. You know, there's lots of examples out there, but the retailers that are best able to follow the consumer as she trades down are tending to do well. And the retailers that only cater to the luxury consumer, the super luxury is still doing fine. They're somewhat insulated. But the folks that haven't been as able to cater to the value consumer as much have struggled more. And the non-mandatory categories have struggled more. So Andy's comments exactly mirror what we're seeing going on in market dynamics and what other retailers are saying in their earnings. It is slightly weird because if you just look at the macros. Jason: [49:18] It's objectively, the consumer is doing pretty well. There's actually a lot of favorable things, but there's a ton of evidence that the consumer sentiment is that they're really worried about their household budget and are making, you know, hard, hard financial decisions. Scot: [49:36] Yeah. Yeah. It's tough out there. Well, hopefully it'll get better. So one of the questions I want to just kind of pull out some tidbits, because this has been a theme on our pod for a long time and I thought it was really, really interesting. And this is going to get into the weeds of supply chain and this kind of thing. So sorry if that's not your jam. We like to talk about logistics. Scot: [49:56] Side note to you, Jason, I saw that deep dive we did on Amazon logistics is still like our number one show and all the stats and stuff, which is kind of fun. So someone cares about it. Anyway, one of the friends of the podcast, Yusuf Squally asked a question. He's one of the analysts and he said, as it relates to logistics, so he's talking to andy on the call back in september you launched amazon supply chain can you help us understand the opportunity you see there where are you in the journey to build logistics as a service on a global basis and does that require a huge increase in capex a function increase in capex which means huge so jesse said this was a very long answer so i'm going to pull out two snippets you can go read the transcripts can you put a link to that in the show notes absolutely yep yeah so so i'm just gonna give you the the snippet the whole thing is worth reading but it would be like another 20 minutes to do that. But so Jassy starts out and says, I think that it's interesting what's happening with the business we're building in third party logistics. And it's really kind of in some ways mirror some of the other businesses we've gotten involved in AWS being an example. And even though they're very different businesses, and that we realized that we had our own internal need to build and launch these capabilities. Scot: [51:01] We figured that there were probably others out there who had the same needs we did and decided to build the services out of them so this is this model that really blows the minds of traditional retailers where you know so walmart has this huge data you know capability there's this this urban legend that they know when people are pregnant before they do they can see changes in their habits or they know who all is on weight loss drugs they they see your buying habits so intricately that they can do that that's a neat capability but they view it as proprietary and And that's old school thinking. Scot: [51:32] What Amazon does is says, well, that's a cool capability. Let's certainly someone else needs it. Let's open it up. This is one of my favorite things at Amazon. And it's so counterintuitive that in my current car world, I talk about this and everyone's like, why are you, we're doing it a lot at Spiffy. And they're like, well, why are you doing that? That's like your proprietary thing. And we're like, well, that's just how it should be. And like, this is a better way to do it. And it's really interesting that still today, Amazon's built what I say, $100 billion business out of AWS, which has used this and people are, are befuzzled by the whole thing. So I, I thought that was an interesting use case. And then he, he goes into some details there that are pretty obvious for our listeners, like how this is gonna work. But then he basically kind of brings it back around and then he says he wraps up and says, I would say that supply chain with Amazon is really an abstraction on top of each individual block services. And in those services, he talked about all the things that, that, you know, FBA and last mile delivery and buy with a prime. He talks about each of those kind of and how awesome they are. So he's basically saying Amazon supply chain wraps a bow around all that. And it gives this collective set of business services is growing significantly. Scot: [52:43] It's already what I would consider a reasonable size business. I think it's early days. It's not something we anticipate being a giant capital expense driver. So it's because they've already invested in all this that doesn't require additional capex. And then he finishes and says, we have to build a lot of the capabilities anyway to handle our own business. And we think it will be a modest increase on top of that to accommodate third-party sellers. Scot: [53:05] But our, there's a typo in the thing. Our third-party sellers find very high value in us being able to manage these components for them versus having to do it themselves. And they save money in the process. So I thought that was a really interesting, interesting. So they're really leaning into this supply chain. I think that ultimately they'll open this up to more consumers where you can send Aunt Gertrude in Detroit something from Chicago for three bucks a package and just throw it in an Amazon box, maybe a return box, and it kind of makes it way cheaper than you can FedEx it. I think that's coming, but it's really interesting to see. The way they think about things and his articulation of it was very crisp, Scot: [53:45] and I really enjoyed that. I was geeking out on that when I was listening to the call. Jason: [53:50] Yeah, for sure. That actually came up in some of the conferences I was at that he, you know, Jeff Bezos famously wrote this memo a long time ago about kind of being an object oriented, company and having all these building blocks that people could easily access and use internally and externally. And, and that this was kind of Andy Jassy doubling down on that. Yeah. It's Biffy is an example of that. Like you inventing some cool products that make it your jobs easier. And then you're selling those products to, to your potential competitors. Scot: [54:20] Yeah. So two examples, we have some devices we've developed for ourselves. One is a tire tread scanner. So it does 2D and 3D tires, tire tread scans. It's called Easy Tread. And we developed it for ourselves because we touch 3,000 cars a day right now and we wanted to measure the tire treads. And the state of the art is a Bluetooth needle. And it's, you know, you have to lay on your back. The cars are on the ground for us most of the time. So you have to like get underneath there, measure three things, and then it Bluetooths to a phone. Then you have to take it, the data entry, it doesn't have an API. Then you have to like take what it measured and then now cut and paste it into something else. It's kind of, kind of redonkulous in our world. So we developed a solution for that and we're selling it externally. And then the big, the big one is from day one, this has been the plan is we've built a ton of software for Spiffy. So we're, you know, we've got 400 technicians, 250 vans doing all kinds of services across the US and there's no operating system for that. So we, there's no like Salesforce for that or Shopify. So we had to go build our own. And so we've built, you know, route optimization specific to this parts integration, fitment integration, VIN lookup, all these things that are required integration with tire suppliers, oil filter suppliers, oil suppliers, parts suppliers, all these things. So we have like 150 things we've integrated with and pulled in from all over the place. Scot: [55:44] And then labor management, all the reporting that comes along with it, all that stuff. And we're starting to license that out as its own platform to anyone that wants to do auto services. And so these dealerships and large auto service companies are coming to us and finally saying, this seems kind of obvious now that we need to provide the ability to go to our customers. They call it at their curb. They use a different language than we do. But basically what you and I would call mobile, you know, last mile delivery of the service. And we're starting to license that out. And it's a lot like AWS, right? So we had to build this for our retail business, which is doing the services and now we're licensing it out a lot AWS and we have this device business. So it's been, I would not have, it comes intuitively to me now. Cause I've been, you know, basically living this lifestyle for 20 years and watching Amazon do it, But it's been fun to kind of build a company with this mindset of we're going to take these things we build and give them to other, not give them, but sell them to other people. And then that makes them better. And they help us pay for all the R&D that we've done on it. Jason: [56:48] Yeah, that's very cool. And that gives listeners a very tangible example of why we haven't been able to podcast quite as frequently as we'd like. Scot: [56:56] Yes. Jason: [56:56] I do, at the risk of making this the world's longest episode of our show, I do have a geeky add-on to the supply chain conversation. Yeah. So a lot of these services that they're adding to specifically what they call supply chain with Amazon are around importing services, because an increasingly high percentage of all the stuff Amazon sells is. Jason: [57:20] Amazon is taking care of importing it, right? And most often from China, but from all over the world and taking care of all that logistics and getting it ready to sell and deliver via the world's most impressive last mile to consumers in America. And there's tons of complicated, high friction touch points and processes to flow all those goods. Well, the big competitors out there to Amazon at the moment that we've talked about ad nauseum on the show, like Shein and Timu, had this kind of direct from China model where they're putting all the goods on 747s, flying them over, and they're taking advantage of this loophole in the postal treaty called the de minimis provision to not pay taxes or duties or have all these goods inspected that they ship into the U.S. and U.S. Jason: [58:07] Businesses have been complaining it's unfair. There's like all kinds of talk about it. We've done shows on this and I'm sure we'll do others. So here's the new thing in supply chain. Jason: [58:15] All the people that have been complaining about this are now doing it because guess what's happened? A bunch of these companies have been born that now help every other brand in the world take advantage of the de minimis provisions to near shore their goods. So you're a footwear manufacturer, you make your shoes in Vietnam, Instead of shipping them to the U.S. On a pallet and paying taxes and duties, you ship them on a pallet to Mexico, and then you send them individual parcels across the border from Mexico into the U.S. and never have to pay taxes or duties on the stuff. So I don't know if that will last in the long run, but that's a very disruptive, significant change happening in the whole world of e-commerce supply chains as we speak. That's pretty interesting. Interesting. Had you gotten wind of that yet? Scot: [59:07] No, no. That's all new to me. Thanks for sharing. Jason: [59:09] Yeah. That's probably how you're going to have to start getting your spiffy stuff into the country now too. I won't, I won't, we won't go there. But the one other piece that did not come up in the earnings call, but a controversy around Amazon since our last show is news articles came out that Amazon was de-installing its Just Walk Out technology from its grocery stores. So Amazon had built Just Walk Out into several of these Amazon Fresh stores and they built it into Whole Foods. And if you know the history of Just Walk Out, this was the original intention of Just Walk Out was was to do it for grocery stor

謝謝收聽。 如果你也喜歡我們的節目，請幫忙按讚或五星好評並分享給你的朋友，如果還沒有訂閱，歡迎免費訂閱(Follow)我們在Podcast和YouTube的頻道：go潮生活，每次更新你都會第一時間收到通知。   聯繫我們：gofreshfashionus@gmail.com   YouTube頻道: go潮生活 https://www.youtube.com/channel/UCTIHAxGvS-a1_-9FbrAEyww   Podcast播客: go潮生活   Spotify: https://open.spotify.com/show/1x9cWijAsecL7ZywPV38yn Spotify for Podcasters: https://podcasters.spotify.com/pod/show/gofreshfashion Radio Public: https://radiopublic.com/go-6r3q1k Pocket Casts: https://pca.st/pip6qwsv Google Podcasts: https://www.google.com/podcasts?feed=aHR0cHM6Ly9hbmNob3IuZm0vcy8zMGM4NTI4Yy9wb2RjYXN0L3Jzcw==   追蹤我的 Instagram： radio_host_vic  追蹤我的Facebook：Go潮生活 追蹤我的小紅書： http://www.xiaohongshu.com/user/profile/606b8cd5000000000100132d?xhsshare=CopyLink&appuid=606b8cd5000000000100132d&apptime=1646789932 --- Support this podcast: https://podcasters.spotify.com/pod/show/gofreshfashion/support

16 »Amazon liefert nicht an Amazon« Götz Kubitschek zu #Remigration 1

Le petit monde de la FrenchTech est en émoi depuis que Jean de la Rochebrochard s'est fait dégager de New Wave, le fonds qu'il avait co-fondé avec Pia d'Iribarne. (Presque) tout le monde y est allé de son petit

¿Si nos consta que las IA sean .. IA? Cachan a Amazon Go usando a humanos haciéndose pasar por una IA. ¿Y si esto es más común de lo que creíamos? Hablemos de esto El show es en vivo así que no me responsabilizo por... mucho.

The world's first Amazon Go store in Seattle opened on Jan. 22, 2018. The New York Times called it “A Store of the Future,” where all customers had to do was pop an item in their cart and walk out. A little over six years in the future, developers for Amazon's “Just Walk Out” technology are facing layoffs, and the technology itself is being fazed out at 40 Amazon Fresh grocery stores.

Master your life with AI: Join The Community: https://10xyou.us Like this? Subscribe to our newsletter at https://thinkfuture.com Get AIDAILY every weekday. Subscribe at https://aidaily.us --- Amazon's innovative 'Just Walk Out' technology, exemplified by Amazon Go stores, marked a leap towards seamless commerce with its sensor-laden, personnel-free shopping experience. Shoppers could simply enter, pick up items, and leave without the traditional checkout process, with charges applied automatically to their accounts. However, recent developments suggest Amazon is reevaluating this approach. While the technology promised convenience and efficiency, practical challenges and societal factors have prompted Amazon to reconsider. Issues such as the necessity for personnel to oversee operations, the potential for misuse, and varying levels of societal trust are at the heart of this reassessment. As Amazon moves away from 'Just Walk Out', it explores alternatives like intelligent shopping carts, highlighting the delicate balance between innovation and the human element in retail. This pivot reflects a broader conversation about trust in technology and society's role in shaping the future of commerce. --- Send in a voice message: https://podcasters.spotify.com/pod/show/thinkfuture/message Support this podcast: https://podcasters.spotify.com/pod/show/thinkfuture/support

Le supermarché du futur a (déjà) du plomb dans l'aile. Des magasins dans lesquels on peut faire ses courses 24/24h, pas de personnel, pas de caisses, ... Amazon a été précurseur de ces technologie et d'autres chaînes ont suivie. Notamment chez nous, Carrefour et Colruyt font des tests. Mais Amazon, le leader, retire cette technologie de ses magasins Amazon Go après y avoir investi des milliards. Un fameux revirement. La raison est simplement financière. Merci pour votre écoute Matin Première, c'est également en direct tous les jours de la semaine de 6h à 9h sur www.rtbf.be/lapremiere Retrouvez tous les épisodes de Matin Première sur notre plateforme Auvio.be : https://auvio.rtbf.be/emission/60 Et si vous avez apprécié ce podcast, n'hésitez pas à nous donner des étoiles ou des commentaires, cela nous aide à le faire connaître plus largement.

For the last few years, Amazon has been experimenting with what they called just walk out technology. Their Amazon Fresh and Amazon Go stores had no cashiers or cash registers; your app tracked what you bought. Amazon hoped to sell the technology to other companies but wanted to iron out the problems in their few retail locations first. They pulled the plug on this experiment this week because it didn't work. The computers never picked up everything, so humans had to oversee the process, and that defeats the point... Click Here To Subscribe Apple PodcastsSpotifyAmazon MusicGoogle PodcastsTuneIniHeartRadioPandoraDeezerBlubrryBullhornCastBoxCastrofyyd.deGaanaiVooxListen NotesmyTuner RadioOvercastOwlTailPlayer.fmPocketCastsPodbayPodbeanPodcast AddictPodcast IndexPodcast RepublicPodchaserPodfanPodtailRadio PublicRadio.comReason.fmRSSRadioVurblWe.foYandex jQuery(document).ready(function($) { 'use strict'; $('#podcast-subscribe-button-13292 .podcast-subscribe-button.modal-6612f17b6a213').on("click", function() { $("#secondline-psb-subs-modal.modal-6612f17b6a213.modal.secondline-modal-6612f17b6a213").modal({ fadeDuration: 250, closeText: '', }); return false; }); });

Frank Rosenthal, expert de la grande distribution et du marketing du commerce, était l'invité de Frédéric Simottel dans Tech & Co, la quotidienne, ce jeudi 4 avril. Il décrypté le clap de fin de certains magasins Amazon, sur BFM Business. Retrouvez l'émission du lundi au jeudi et réécoutez la en podcast.

In this episode of The Wantrepreneur to Entrepreneur Podcast, host Brian Lofrumento delves into the cutting-edge world of AI with guest Ryan Strong, CEO of Product Pal and a product visionary and entrepreneur specializing in AI technology with an ethical approach. Throughout the conversation, Brian and Ryan discuss the potential of AI in content creation and marketing, while also addressing the ethical considerations and societal impacts of AI. They share insights into using AI tools for research, generating content, and ethical AI practices. Ryan emphasizes the importance of AI complementing human life and encourages a mindful approach to its development and application. The episode sheds light on the intricacies of AI, its potential impacts on privacy and autonomy, and the responsibility of businesses and corporations in ethical AI use. Tune in as they explore the dynamic landscape of AI technology and its implications on our future.ABOUT RYANRyan Strong is a visionary entrepreneur who has made significant contributions to the world of technology and AI. His journey began with the development of the first cashierless store, similar to Amazon Go, using AI and computer vision technology. After this groundbreaking achievement, Ryan went on to lead product development at a startup, where he further honed his skills in AI and computer vision. His passion for innovation led him to start his own business, Product Pal, in late 2022, with a focus on using generative AI to automate tasks for product managers. Throughout his career, Ryan has pushed the boundaries of AI and technology, always striving to stay ahead of the curve. His dedication and determination have earned him a reputation as a trailblazer in the tech industry.LINKS & RESOURCES- Visit Product Pal's Website- Connect with Ryan on LinkedIn

หนังสือขายดีของหนังสือพิมพ์นิวยอร์กไทมส์เล่มนี้ได้รับการยกย่องเป็นผลงานชิ้นเอก และจะพาไปผู้อ่านไปทำความเข้าใจกับบริษัทที่ Jeff Bezos สร้างขึ้นมา หนังสือเล่มใหม่ที่เขียนโดย Brad Stone ซึ่งจะเผยให้เห็นเรื่องราวทางธุรกิจที่สำคัญที่สุดในช่วงเวลาหลังจากที่เขาสามารถขึ้นครองตำแหน่งมหาเศรษฐีอันดับหนึ่งของโลก เกือบ 10 ปีที่แล้ว Brad Stone นักข่าวจากบลูมเบิร์กได้ทำการบันทึกเรื่องราวการก้าวขึ้นสู่ความยิ่งใหญ่ของ Amazon ในหนังสือขายดีของเขาเรื่อง The Everything Store ตั้งแต่นั้นมา Amazon ได้ขยายตัวอย่างรวดเร็ว ทำการคิดค้นผลิตภัณฑ์และนวัตกรรมใหม่ ๆ เช่น Echo , Amazon Go , Amazon Prime และ Disrupt อุตสาหกรรมนับไม่ถ้วน ในขณะที่พนักงานมีจำนวนเพิ่มขึ้นห้าเท่า และมูลค่าของบริษัทพุ่งทะยานสู่เกือบสองล้านล้านดอลลาร์สหรัฐ เลือกฟังกันได้เลยนะครับ อย่าลืมกด Follow ติดตาม PodCast ช่อง Geek Forever's Podcast ของผมกันด้วยนะครับ ========================= ร่วมสนับสนุน ด.ดล Blog และ Geek Forever Podcast เพื่อให้เรามีกำลังใจในการผลิต Content ดี ๆ ให้กับท่าน https://www.tharadhol.com/become-a-supporter/ ——————————————– ติดตาม ด.ดล Blog ผ่าน Line OA เพียงคลิก : https://lin.ee/aMEkyNA ——————————————– ไม่พลาดข่าวสารผ่านทาง Email จาก ด.ดล Blog : https://www.getrevue.co/profile/tharadhol ——————————————– Geek Forever Club พื้นที่ของการแลกเปลี่ยนข้อมูลข่าวสาร ความรู้ ด้านธุรกิจ เทคโนโลยีและวิทยาศาสตร์ ใหม่ ๆ ที่น่าสนใจ https://www.facebook.com/groups/geek.forever.club/ ========================= ช่องทางติดตาม ด.ดล Blog เพิ่มเติมได้ที่ Fanpage : www.facebook.com/tharadhol.blog Blockdit : www.blockdit.com/tharadhol.blog Twitter : www.twitter.com/tharadhol Instragram : instragram.com/tharadhol TikTok : tiktok.com/@geek.forever Youtube : www.youtube.com/c/mrtharadhol Linkedin : www.linkedin.com/in/tharadhol Website : www.tharadhol.com

Milly is a total powerhouse of a human being and will leave you with no doubt that you can overcome anything life throws at you. In 2017 she lost a leg in an accident and immediately set new goals for herself academically and physically. She's now the first Amputee to complelete the worlds steepest 400m race. We chat just as she is starting her training for the London Marathon!    Find Milly at https://millypickles.co.uk/about-me/   Find Milly on Instagram @millypickles    New podcast instagram @trailrunningwomenpod   Get better recovery! Curranz discount! 20% off of your first purchase of CurraNZ 30 capsules,  code: TRW20 Redeemed at : www.curranzusa.com  (not Amazon) Go to www.athleticgreens.com/TRWP to get 5 FREE travel packs and one year supply of Vitamin D! 

Alyssa is back to answer listener Q & A! We have some great questions about off season running, cross training on the bike, gut issues, and your first 7km race.    Gary's blog: http://garyrobbinsrun.com/blog/2023/10/what-really-went-down-in-whistler   Find Alyssa: @theory_in_motion New podcast instagram @trailrunningwomenpod   Get better recovery! Curranz discount! 20% off of your first purchase of CurraNZ 30 capsules,  code: TRW20 Redeemed at : www.curranzusa.com  (not Amazon) Go to www.athleticgreens.com/TRWP to get 5 FREE travel packs and one year supply of Vitamin D!   

Jim's guest on The CMO Podcast this week is Kelly Lohr, the Chief Marketing Officer for Orangetheory Fitness, the leading heart-rate-based workout that combines science, technology and expert coaching to help members live a longer, more vibrant life. Orangetheory's history begins in Fort Lauderdale, Florida, where founder Ellen Latham opening the first studio in 2010. Now more than a decade later, Orangetheory has expanded to 1500 studios throughout the US and 24 countries, with over one million members, and surpassing $1 billion in sales.Kelly first discovered Orangetheory as a member herself, before joining the team in 2022. She brought her 20 years of marketing experience to the brand, including time at Freshly and Amazon Go. Kelly shares her remarkable personal story, as well as the story of a brand that sought to revive interest in in-person workout classes following the shutdowns of 2020 and 2021. Orangetheory has certainly achieved their goal; the brand is stronger today than it was pre-pandemic. Recorded at the Next Gen CMO Academy at Deloitte University in Dallas Texas, this episode features a conversation with a CMO who loves working out as much as Jim does!See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Is Amazon on a downward retail slide? It's backing off physical stores (except grocery) and its Amazon Go technology hasn't gained traction. And then there's Walmart down every American's street that continues to up its game. So, Andrew Jassy is focusing on Amazon's emerging technologies including Amazon ONE biometric payment tech and heavy investments in generative AI.  Amazon also has big plans to increase its B2B business from $35 billion to over $100 billion and process improvements to reduce costs. Join Robin and Shelley as they dig into Amazon's continuing success (Q2 overall revenue up 11%)  and possible downfall. Listen and learn.For more strategic insights and compelling content, visit TheRobinReport.com, where you can read, watch, and listen to content from Robin Lewis and other retail industry experts, and be sure to follow us on LinkedIn and Twitter.

In this riveting episode, we delve into how tech giants Apple and Amazon are making groundbreaking strides in integrating AI into every facet of their operations, with Amazon notably incorporating AI innovations across all its divisions. Discover the transformative impacts of these initiatives on the tech landscape, and what this deep dive into AI means for the future of consumer experiences. Get on the AI Box Waitlist: ⁠https://AIBox.ai/⁠ Investor Contact Email: jaeden@aibox.ai Facebook Community: ⁠⁠https://www.facebook.com/groups/739308654562189/⁠⁠ Discord Community: ⁠https://aibox.ai/discord⁠ Download Selfpause: ⁠https://selfpause.com/Podcast⁠ Follow me on Twitter... er... X.com: ⁠https://twitter.com/jaeden_ai⁠

Here's another one biting the dust. Amazon Go has thrown in the towel and shuttered yet another store in the heart of Seattle. Originally placed at the epicenter of city life, these digital stores were supposed to represent the future of retail. But alas, just three months ago, Amazon announced the closure of eight high-tech outlets across the United States. And now, another casualty. This time, it's the five-year-old store at the Madison Center office tower's base, barely ten days since its last day of business.The peculiar thing about this closure is, unlike traditional brick-and-mortar stores, Amazon Go has everything sorted - their demographics, market, products. So, why are these futuristic, cashier-less stores going under? Well, one explanation could be the seismic shift of businesses from physical offices to working from home. After all, if you don't have the thronging masses filling up the surrounding office buildings, who's there to stop by for a quick snack or a convenient lunch? Additionally, the questionable location and increasing street conditions may have played their part. But let's not forget, folks, this isn't just another business struggling. It's Amazon, a company known for its meticulous attention to detail, deciding that something just doesn't add up.#SeattleDowntown #AmazonGo #BrickAndMortarSupport the show

In this week's Omni Talk Fast Five, sponsored by the A&M Consumer and Retail Group, Firework, SPS Commerce, and Sezzle, Anne and Chris: - Discussed why the new INFORM legislation to curb organized retail theft is a necessary first step but nowhere near enough - Questioned the veracity of the report that Amazon is interested in acquiring Ocado - Highlighted why Amazon Go as a store concept had a flawed experimentation plan from the get-go - Predicted what the ramifications of DoorDash going to guaranteed hourly pay would be on retail store operators - And closed with a look at why Dollar Tree's decision to expand its assortment and pricing tiers is a gosh darn no brainer There's all that, plus Jack in the Box tacos, first dates, and the favorite fictional homes from their youth that Chris and Anne would most like to see on Airbnb.

What's the state of commercial real estate in San Francisco, California? I will be giving you my personal insights of what I have seen happen to the city and what I think has led the city to its current demise. Read this entire episode here: bit.ly/3NExVNY 1. A San Francisco office building that was worth $300 million pre-pandemic is now in contract for around $60 million. And that is between 200 to 225/sf. The building next door at 550 California St is reportedly in contracts for $130 a square foot. Lastly, a friend of mine put an offer in an office building about a month ago, her offer was $75 a square foot and although she did not get the building, she ended up going to the second round, which means that people are considering $75/sf offers. Let that sink in for a bit! Rent was getting close to $100/sf per year. And now you are able to buy an entire office building for between 1.5-2 years worth of rent pre-pandemic. 2. Uber announced that they will be leasing out their entire office building in San Francisco. 3. Google announced that they will be shedding 1.4 million square feet of office space in Silicon Valley. As we all know commercial loans are 3, 5 or 7 year fixed, a lot of them are coming up and they have to refinance at not only double the interest rates, but also they have to refinance when their office building is completely vacant - and nobody will give you financing for that. Operators are returning the keys to the bank, or they are having fire sales which is what happened with this 350 California Street building. 4. Nordstrom is closing both of its Stores in downtown San Francisco, citing the changing dynamics of the area that hasn't recovered since the pandemic and has been in the spotlight for crime. 5. AT&T just announced that they're closing its flagship store, citing declining customer visits, occupancy and sales. 6. Cinemark also just decided to permanently close the Century San Francisco Centre 9 and XD theater following a review of local business conditions. 7. Whole Foods in Downtown San Francisco Closing a Year After Opening due to safety issues. 8. Several Other Major Retailer closures since the pandemic: Saks Off Fifth, Anthropologie, Office Depot, Amazon Go, The Real Real, CB2, Banana Republic, Athleta, The Container Store, Crate and Barrel, Disney, Marshalls, H&M, The Gap. Imagine how many hundreds of 1,000s if not millions of square feet will be available for rent right now in the retail space alone in this city? But who would want to open anything when criminals can steal what they want, technically up to $950. There are homeless tents in many of these major streets. These people are on drugs, a lot of the times shooting themselves up with needles. Sometimes you're stepping on needles yourself, sometimes they're defecating or urinating right in front of you. Why and who would want to take up that space for rent and who would even be successful there to begin with? 9. Westfield Mall announces that they are returning the keys to the bank, they have been operating in the San Francisco center for over two decades. They are attributing this decision to the challenging operating conditions in downtown San Francisco, which have led to decline in sales, occupancy, and foot traffic. 10. Hilton Union Square (which is one of the largest hotels in the city, an entire block) along with Park 55 Hotel will be stopping payments on their loan. 11. Huntington Hotel and Yotel were recently sold in foreclosure auctions. This is not only because San Francisco took a very long time to get out of the COVID mentality, but also, because of the crime and all of the issues with the homeless and everything else. 12. People don't want to have conferences in San Francisco anymore. Hotels are struggling. Follow me on Twitter: https://twitter.com/steffbold Join our investor club: https://montecarlorei.com/investors --- Support this podcast: https://podcasters.spotify.com/pod/show/best-commercial-retail-real-estate-investing-advice-ever/support

Rich talked about the self-service economy and how much we are doing ourselves these days. Which is why we relish our face-to-face time with friends and family.Carol from Los Angeles called in to ask how to prepare her laptop before sending it in for repair.Amazon might charge you a $1 fee for returns to a UPS store if you have a free return option available to you at Whole Foods, Amazon Fresh, Amazon Go or Kohl's.Dan Goodin, Security Editor at Ars Technica, joined to explain if we should we worried about the FBI juice jacking warning.Diane in Texas called to ask why her computer turns on and off randomly.Warner Bros Discovery is launching a new streaming service called Max.Google Home as added support for motion sensors. Plus, Matter is a new smart home standard that works with Samsung, Amazon, Apple and Google smart home systems.John called in to ask about upgrading a Windows PC from 8.1 to 11.Western Digital says its cloud system for IBI and My Drive are back up and running. Bad news is that hackers say they got 10 terabytes of data from the company including customer data.Linda called in to say she loves coverage of assistive technology to help folks like herself that are low vision or blind.Mitched called in to ask about a Bluetooth speaker for his home. Rich recommended Sonos Move, Sonos Roam or anything from Ultimate Ears.Mike wrote in and asked how to save old voice messages off an old phone recorder.Ben Fischer of Sports Business Journal called in to talk about the NFL Sunday Ticket being available on YouTube TV and YouTube for the first time ever.LinkedIn has new ways to verify you are who you say you are and where you work.Google TV is adding more than 800 free channels to stream.Nancy wrote in to ask what will change about her Discovery+ streaming service.Nintendo is holding an event called Nintendo Live 2023 in Seattle in September.Matt Swider of TheShortcut.com called in to talk about seeing the new Super Mario Bros movie in all five formats. He has his favorite.Beau emailed to ask why his Netflix streaming service is so choppy. Rich recommended checking the Status page to see if it's a Netflix issue vs your own Wi-Fi issue.Art emailed to ask how to get rid of problematic spam emails. Rich recommends turning off remote image loading, unsubscribing to legitimate emails and marking unsolicited emails as spam.Amazon shared some tips for avoiding scams and a website to report them.Google Maps is getting helpful features for exploring US National parks.See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Amazon's grocery business model has been the subject of scrutiny recently, with reports of store closures, layoffs, and struggles to compete in the retail industry. Despite being the largest e-commerce enterprise in the world with an annual revenue of over $450 billion, Amazon's grocery business is facing challenges that have led to questions about its future. According to an analysis, Whole Foods, Amazon Go, and Amazon convenience stores may disappear from the U.S. economic landscape. This news comes as the retail industry faces immense pressure, with even the biggest companies falling victim to the retail apocalypse. During the latest earnings call, CEO Andy Jassy admitted that Amazon still hasn't figured out a successful model for the grocery sector. As a result, the company is canceling plans to expand its chains until it can differentiate them from established competitors in the market. Amazon's Fresh supermarkets and cashier-less convenience stores saw a sales boom during the pandemic, but foot traffic has sharply declined since the second half of 2021, and the company's revenue is steadily shrinking. This decline in sales has led Amazon to introduce cost-cutting measures to its brick-and-mortar business. The company has postponed the construction of its second headquarters in Northern Virginia and confirmed plans to cut 18,000 jobs from its global workforce. Additionally, in a memo to staff, Jassy announced that the retailer is going to eliminate an additional 9,000 jobs in the next few weeks, marking the second largest round of layoffs in the company's history. Jassy noted that Amazon is not done making final decisions on which roles will be eliminated, and in the next couple of months, more roles could be on the chopping block

Amazon is permanently closing eight of its cashierless Amazon Go convenience stores in Seattle, San Francisco and New York. The eight stores will remain open until April 1, a spokesperson for the company told TechCrunch. The closures mark Amazon's latest move to rein in some of its brick-and-mortar retail operations. The news was first reported by GeekWire. “Like any physical retailer, we periodically assess our portfolio of stores and make optimization decisions along the way,” a spokesperson for the company told TechCrunch in an email. “In this case, we've decided to close a small number of Amazon Go stores in Seattle, New York City, and San Francisco. We remain committed to the Amazon Go format, operate more than 20 Amazon Go stores across the U.S., and will continue to learn which locations and features resonate most with customers as we keep evolving our Amazon Go stores.”The company debuted its first cashierless location near its headquarters in Seattle in 2016. Amazon says that it continues to grow Amazon Go stores, noting that it recently opened a new location in Puyallup, Washington.Support the showSign Up For Exclusive Episodes At: https://reasonabletv.com/LIKE & SUBSCRIBE for new videos every day. https://www.youtube.com/c/NewsForReasonablePeople

3:54:06 – Frank in NJ, plus the Other Side. Topics include: 20 years ago today I recorded The Overnightscape #1, Ilegal Mezcal Reposado, rainy drive home, dreamlike roads, Google Bard AI, Magical Mystery Tour, statewide pothole repairs, Forget the 80s, cereal shirt, Bumper Chain Cosmic, Internet Archive lawsuit, Oyster Bar, saloon synchronicities, Amazon Go, Tia Lupita Cactus […]

Guest Bill Tolson of Archive360 joined Dave Bittner to discuss the M-19-21 extension for document management and the technology shortcomings for moving forward. Ben Yelin shares a New York City court case about biometric surveillance at Amazon Go, its brick and mortar store chain. Dave looks at new and potential regulatory moves from a pair of government agencies. While this show covers legal topics, and Ben is a lawyer, the views expressed do not constitute legal advice. For official legal advice on any of the topics we cover, please contact your attorney.  Links to stories: Amazon sued for not telling New York store customers about tracking biometrics CFPB Launches Inquiry Into the Business Practices of Data Brokers Wall Street regulator proposes new hacking, data and market resiliency rules Got a question you'd like us to answer on our show? You can send your audio file to caveat@thecyberwire.com. Hope to hear from you.

In episode 1444, Jack and and guest co-host super producer Justin Connor are joined by writer, actor, and comedian, Ify Nwadiwe, to discuss… Amazon is Being Sued For Not Warning Customers About Facial Recognition, People Love The Flamin' Hot Cheetos Movie and more! Amazon is Being Sued For Not Warning Customers About Facial Recognition Amazon Go Store Accused of Violating NYC's Biometric Surveillance Law Know Before You Amazon Go That Your Privacy Will Be Low I'm being watched at Amazon Go — and I don't care I spent 53 minutes in Amazon Go and saw the future of retail People Love The Flamin' Hot Cheetos Movie The man who didn't invent Flamin' Hot Cheetos What Critics Are Saying About the Flamin' Hot Cheetos Movie ‘Flamin' Hot' Review: Believe It or Not, This Neato Latino History Lesson Will Change Your Take on Cheetos LISTEN: Supercalifrigida by The Clerk & MudimbiSee omnystudio.com/listener for privacy information.

Here are some impressive facts about Amazon and how they make so much money: Net Revenue: In 2020, Amazon reported a net revenue of $386 billion, an impressive increase of 38% compared to 2019. The company's diverse revenue streams, including e-commerce, Amazon Web Services, and advertising, have contributed to this exceptional growth. Amazon Web Services (AWS): In 2020, AWS generated $45.4 billion in net sales, accounting for 12% of Amazon's total revenue. AWS is the world's leading cloud computing provider, powering millions of businesses worldwide with its scalable and reliable infrastructure services. Third-Party Seller Services: Third-party sellers accounted for 54% of paid units sold on Amazon in 2020. The company made $80 billion from these services in 2020, earning money through commissions, subscription fees, and fulfillment services like FBA (Fulfillment by Amazon). Prime Membership: As of 2021, Amazon Prime had over 200 million subscribers globally. With an annual fee of $119 (or $12.99/month), Prime membership generates significant recurring revenue while encouraging customer loyalty and increasing overall spending on the platform. Advertising Business: Amazon's advertising business brought in more than $21 billion in 2020. As the third-largest digital advertiser in the United States, Amazon capitalizes on its vast customer data and targeted advertising capabilities to generate revenue from sponsored products, display ads, and video ads. Physical Stores: As of 2021, Amazon operated over 600 physical retail locations, including Amazon Go, Amazon Books, Whole Foods Market, and Amazon 4-star. These stores not only drive sales but also offer valuable customer insights and serve as testing grounds for new retail technologies. Expansion and Diversification: Amazon's constant expansion into new markets and industries, such as healthcare (Amazon Pharmacy), entertainment (Amazon Studios), and logistics (Amazon Air), has allowed the company to increase its revenue sources and maintain a competitive edge. By staying at the forefront of innovation, Amazon continues to dominate the market and grow its financial prowess.

This week we welcome Kevin Tulip, Primark's US President, as our guest to discuss what makes the Ireland-based purveyor of affordable fashion, home, and beauty products so remarkable and why they've chosen a slow and steady approach to global expansion.We also learn about the brand's Dublin origins, how the concept has evolved, and their decision to grow to 60 locations in the US by 2026 and 530 stores worldwide. We also learn why they've historically and rather controversially avoided a big push into e-commerce and how they view the critical role of physical stores in growth strategy. But first we dissect the week in retail news with a return to the Wobbly Unicorn Corner (and Steve's warnings of a retail disruptor apocalypse) by reviewing poor earnings news from Allbirds, Stitch Fix, and ThredUp. In far happier news, Dick's Sporting Goods and Ulta show us the money, adding to their string of strong results. In our quick hits section we review an unusual view into JC Penney's (poor) earnings, Gap's disappointing holiday season and leadership revolving door, and question whether Amazon Go might be going, going, gone. We wrap up wondering whether Bunning's (the Australia-based home improvement retailer) move into the pet category suggests a novel evolution of the format.******Past episodes mentioned:BONUS EPISODE: Suzanne Long, Chief Sustainability and Transformation Officer, Albertsons, Previews Her World Retail Congress KeynoteDot Com Bomb: The Sequel? with Special Guest Daniel McCarthy About KevinKevin Tulip is the US President of Primark, leading US operations. He previously led Primark's Benelux business and joined the US team in October 2021. He has been with Primark since the beginning of his career when he started working at a retail store in 2002.About UsSteve Dennis is an advisor, keynote speaker and author on strategic growth and business innovation. You can learn more about Steve on his       website.    The expanded and revised edition of his bestselling book  Remarkable Retail: How To Win & Keep Customers in the Age of Disruption is now available at  Amazon or just about anywhere else books are sold. Steve regularly shares his insights in his role as a      Forbes senior contributor and on       Twitter and       LinkedIn. You can also check out his speaker "sizzle" reel      here.Michael LeBlanc  is the Founder & President of M.E. LeBlanc & Company Inc and a Senior Advisor to Retail Council of Canada as part of his advisory and consulting practice.   He brings 25+ years of brand/retail/marketing & eCommerce leadership experience, and has been on the front lines of retail industry change for his entire career.  Michael is the producer and host of a network of leading podcasts including Canada's top retail industry podcast,       The Voice of Retail, plus  Global eCommerce Leaders podcast, and The Food Professor  with Dr. Sylvain Charlebois.    You can learn more about Michael   here  or on     LinkedIn. Be sure and check out Michael's latest venture for fun and influencer riches - Last Request Barbecue,  his YouTube BBQ cooking channel!

Ian C. Williams is an educator, speaker, and business advisor. Through mindfulness, systems thinking, and regenerative design, he empowers the growth and development of individuals and communities.  As a business advisor, he fosters healthy organizational cultures through process optimization, wellness integration, and environmental restoration.  He dedicates himself to humanitarian and environmental endeavors to generate systemic change for the common good and in today's episode we talk about the simple thing we can do individually (and as a whole) to become aware and care more for the environment. Resources:Soil and spirit book on AmazonGo to https://GreenChef.com/gratitude60 and use code gratitude60 to get 60% off plus free shipping! This episode is brought to you by BetterHelp. Give online therapy a try at https://www.betterhelp.com/GRATITUDE and get on your way to being your best self. Thank you so much for listening to The Gratitude Podcast! Please rate and review us everywhere you listen to podcasts, including Spotify & Apple Podcasts. Stay in touch on social:Insta: https://www.instagram.com/thegratitudepodcast/ Twitter: http://twitter.com/GeorgianBentaFacebook: http://facebook.com/TheGratitudePodcast/ See omnystudio.com/listener for privacy information.

In the latest edition of the Omni Talk Fast Five, sponsored by the A&M Consumer and Retail Group, Firework, SPS Commerce, and Sezzle Chris Walton and Anne Mezzenga discuss: Amazon Closing Several AmazonGo Stores For the full episode head here: https://omnitalk.blog/2023/03/10/fast-five-video-amazon-gos-pull-back-dollar-trees-grocery-push-the-walmart-doctor-will-see-you-now/

In this week's Omni Talk Fast Five Podcast, sponsored by the A&M Consumer and Retail Group, Firework, SPS Commerce, and Sezzle, Chris and Anne discussed: – All there is to love about Walmart's plan to double its health centers by 2024. – Why Amazon's Just Walk Out tech, in the wake of more Amazon Go store closures, may be forever relegated to licensing opportunities. – Dollar Tree's sure-to-win large scale push into grocery. – The scale efficiencies of Uber's new “Shop and Pay” concept. – And closed with a look at a new digital marketplace, Shef, that makes it easy for anyone to test the waters of becoming an actual chef. There's all that, plus Anne's 82 insect bites, Blue Steel gazes, and the body part I would most likely pierce (and the answer may just surprise you). P.S. Go to terrapinn.com/homedeliveryworld to register for Home Delivery World 2023. Music by hooksounds.com

In 2018 Amazon launched Amazon Go, "the store of the future." Customers walk in, grab what they want, and go. No cashier, no line.On Friday, the retail giant announced they would close eight of those stores–including in Seattle. It's another cost-cutting measure, part of the company's streamlining plan to get it right in other "just walk out" locations. Lauren Rosenblatt, the Seattle Times Amazon reporter, is here to help us make sense of Amazon's latest moves.We can only make Seattle Now because listeners support us. Make the show happen by making a gift to KUOW: https://www.kuow.org/donate/seattlenowAnd we want to hear from you! Follow us on Instagram at SeattleNowPod, or leave us feedback online: https://www.kuow.org/feedback

Dr. Barbara Roberts' life is a story of passion: for women's rights, motherhood, medicine, love, and the underdog. She stood up for what she believed in and battled politics, career stereotypes, her children's fathers, the Family Court system, public scrutiny, and even her own conscience at times. And she made it through all, proving to be the hero of her own unique journey. Her memoir, The Doctor Broad [Heliotrope Books, September 3, 2019], details it all. Resources:The Doctor Broad book on AmazonGo to https://GreenChef.com/gratitude60 and use code gratitude60 to get 60% off plus free shipping! This episode is brought to you by BetterHelp. Give online therapy a try at https://www.betterhelp.com/GRATITUDE and get on your way to being your best self. Thank you so much for listening to The Gratitude Podcast! Please rate and review us everywhere you listen to podcasts, including Spotify & Apple Podcasts. Stay in touch on social:Insta: https://www.instagram.com/thegratitudepodcast/ Twitter: http://twitter.com/GeorgianBentaFacebook: http://facebook.com/TheGratitudePodcast/ See omnystudio.com/listener for privacy information.

Cancer survivor David Dachinger and his wife Tamara Green remind us of the importane of appreciating our body, they're the founders of Loving Meditations, and international best selling authors of their book, Live Calm With Cancer (and Beyond...). David is a survivor of head, neck and lymphatic stage-4 cancer, a featured author, fire lieutenant and Grammy® nominated composer who scored inspiring music for America's most celebrated sporting events and television shows.  Tamara is an author, speaker and trainer, dubbed by Elle Magazine as “The Soul centered Psychotherapist and Meditation Facilitator.” Resources:Tamara and David's book on AmazonGo to https://GreenChef.com/gratitude60 and use code gratitude60 to get 60% off plus free shipping! This episode is brought to you by BetterHelp. Give online therapy a try at https://www.betterhelp.com/GRATITUDE and get on your way to being your best self. Thank you so much for listening to The Gratitude Podcast! Please rate and review us everywhere you listen to podcasts, including Spotify & Apple Podcasts. Stay in touch on social:Insta: https://www.instagram.com/thegratitudepodcast/Twitter: http://twitter.com/GeorgianBenta Facebook: http://facebook.com/TheGratitudePodcast/See omnystudio.com/listener for privacy information.

The Monologue: There are a ton of transit cuts due coming to buses and ferries -- all while lawmakers demand you take buses and ferries and get out of your car. The Interview: Dori Monson on Snohomish and King County buses that allow homeless people to bring aboard stolen shopping carts because… equity.The Monologue: Seattle police chief candidates explain why they're best for the job LongForm: John Messner (Bothell High social studies teacher) is helping a movement to retain school resource officers on campus The Quick Hit:  Wegmans ends self-checkout app after too much shoplifting. Does this impact Amazon Go tech? Unlikely. The Last Rantz: Prepare for automation, folks.See omnystudio.com/listener for privacy information.

Thoughts on the new iPhones after using them for a week; Inside the Amazon Go store; entry level Kindle gets USB-C; iOS 16 tips and tricks; Google Photos revamps memories feature and a primer on eSIM.Viewers ask if the iPhone 14 Pro is worth it over the regular model; why an email account suddenly won't work; if you should turn your computer off each night; whether the Oura Ring is worth it; how to recover photos deleted from iCloud.Follow Rich!richontech.tv See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.