The Watson Weekly: eCommerce Strategy & News
335 episodes — Page 1 of 7
Costco Runs its Own Chicken Plant in Nebraska to Keep a $4.99 Loss Leader Going
Oct 9, 20267 min
Tom McFadyen's AI Commerce Book Went From 125 Use Cases to 500
Oct 7, 20265 min
Anthropic Has $518B in Compute Bills and $4.6B in Revenue
Oct 5, 202613 min
Amazon Blocks AI Shopping Agents as Oreos Climb From 10% to 70%
Oct 2, 20268 min
Your Data Lake Won't Make You AI-Ready
Sep 30, 202627 min
Amazon Wants to Handle Agent Payments While Blocking Agents
Sep 25, 20261 min
Hairstory Collected Tax It Never Remitted, Then Fixed It
Sep 23, 202627 min
Amazon's First Price Rate Went From 4% to Nearly 80%
Sep 21, 202613 min
Amazon Isn't Your Friend. The FTC Says It Overcharged Sellers $20B
Sep 18, 20267 min
How to Buy AI Agents Without Getting Stuck on One Model
Sep 16, 202632 min
Costco Said Next Was Growing, Then Deleted It Over a Weekend
Sep 15, 202613 min
Let the AI Agents Do the Shopping So They Don't Kill Us All
Sep 11, 20269 min
The Middle Miles Are Where B2B Money Is, with Andy Hoar
Sep 9, 202630 min
Walmart Got $2.9B Back And Won't Say What Reached The Shelf
Sep 7, 202614 min
Walmart's 11K Rollbacks and Who Actually Pays for Them
Sep 4, 20268 min
The CFO Who Didn't Care About a 35% Return Rate
Sep 2, 202626 min
Three Years In, We Finally Ranked the Stores We Actually Shop
Sep 1, 202623 min
Tariff Refund Quarter: Walmart's 28.8%, Target's $994M, and Lowe's 11 Cents
Aug 31, 202612 min
Google Buys a Dead Airline's Data, Mom Outranks TikTok, QXO's $55M Loss, Stripe Bids for PayPal
Aug 24, 202610 min
Stripe wanting PayPal says more about Stripe than about PayPal
Aug 21, 20268 min
The B2B Order Management Problem Distributors Don't Know They Have
Aug 19, 202635 min
Cohen May Drop the $56 Billion Bid and Keep the 9.8%
Aug 17, 202613 min
Amazon Sold the Last Organic Surface
Aug 14, 202610 min
De Minimis Went To Zero And Your P&L Hasn't Caught Up
Aug 12, 202627 min
Shopify Tripled AI Orders — From a Base It Won't Name
Aug 10, 202613 min
Shopify Has Stripe by the Throat and Both Sides Know It
Aug 7, 20269 min
Agentic Commerce Does Not Exist. It's Also 25% of Commerce by 2030
Aug 5, 202625 min
Attentive's Eric Miao: CRM Is About to Lose Its Ad-Ops Moment
Jul 29, 202628 min
Inside Lowe's AI Portfolio: Shop, Sell, Work
Jul 22, 202631 min
Shopify Just Evicted Every Vape Seller
Jul 17, 202625 min
The $40 Billion Retail Tax Nobody Sends You a Bill For
Jul 15, 202629 min
July 13th, 2026: Nike Posted a Record Quarter, Shopify Reviews, Walmart's Ad Platform, and Target's Marketplace
Jul 13, 202613 min
Taylor Swift Got Married and Every Brand Crashed the Reception
Jul 10, 202621 min
The Different Storefront Is Dead: Shopify Design at the Enterprise
Jul 8, 202628 min
July 6th, 2026: Shopify, Amazon, UPS, Walmart, FedEx and PayPal
Jul 6, 202614 min
The Bold and the Cold of 2026 So Far
Jul 3, 202613 min
The Big Green Bag Of Promise: Unified Commerce Is a Data Strategy First
Jul 1, 202630 min
June 29th, 2026: Papa John's and Instacart, Amazon Prime Day, FedEx Earnings, and Agentic Cannes
Jun 29, 202614 min
Shopify Points Its Catalog at Amazon (and ChatGPT Sells Ads)
Jun 26, 202627 min
The Real Enterprise Shopify Math Isn't Cost. It's Opportunity Cost
Jun 24, 202629 min
June 22nd, 2026: Shopify Editions: Spring 2026, Kimberly-Clark Supply Chain, Amazon's DeSantis at VivaTech, and Air Freight: 41% Up on 4% Demand
Jun 22, 202614 min
Three Big Numbers, One That's Real - TikTok Shop, Saks Global, and CaaStle
Jun 19, 202620 min
Agentforce Commerce: New Architecture or New Logo?
Jun 17, 202629 min
June 15th, 2026: Walmart Delivers Subway, CaaStle Fraud, Apple and Siri AI, and Shopify and AI
Jun 15, 202614 min
Shopify's Buyback, Apple's Borrowed Brain, Anthropic's Three Futures
Jun 12, 202630 min
The Highest-Converting Shopper on the Internet Isn't Human with Stripe's Danny Smith
Jun 10, 202632 min
June 8th, 2026: Amazon Prime Day, FedEx Freight, Anthropic Files, and ShipStation Global
Jun 8, 202615 min
IPOs, Last-Mile Deals, and Acquisitions: Anthropic, USPS–DHL, Salesforce
Jun 5, 202629 min
AI Replaces Average Design, Not Designers
Jun 3, 202627 min
June 1st, 2026: Walmart Earnings, ABG Leadership Change, Google I/O, and Kroger News
Jun 1, 202614 min