A look at Walmart’s challenges and opportunities as it builds an ad business, how Walmart became a differentiated competitor to Amazon, and a question about AI skepticism spawns extended discussion of life in the middle of a bubble. At the end: Picks for the NBA Finals.
To email the show: [email protected])
@SharpTechPodcast Channel — YouTube)
@Stratechery Channel — YouTube)
An Interview with Walmart CEO Doug McMillon About Omnichannel Retail — Stratechery Interview)
Walmart Earnings, Walmart Connect and Closing the Loop, Walmart Acquires Vizio — Stratechery Update)
The AI Revolution Is Already Losing Steam — Wall Street Journal)
Get all episodes of Sharp Tech, Sharp China, Stratechery Updates and Interviews, Greatest of All Talk and the Dithering Podcast as part of Stratechery Plus) for $15/month or $150/year.
