TRD Issue 95 - Briefing: Why Even Microsoft Can't Win Everything
Microsoft exits retail media, Japan kills convenience store cafés, TikTok Shop's billion-dollar problem and FinTech battle in PH.
Clement Tang
TRD Issue 94 - Briefing: Meta Sees, FedEx Ships, DoorDash Calls, The Platform Transformation Race
Meta adds image capabilities to Llama AI as FedEx and DoorDash launch full commerce platforms. Walmart tests 3D printing while retailers battle discount fatigue.
TRD Issue 93 - Briefing: Meta AI Hits 500M Users as Amazon Expands Off-Platform
Meta AI reaches 500M users as Amazon's off-platform shipping surges 70%, likely driven by TikTok Shop. Retail boundaries blur while tech giants bet on AI assistants and smart wearables.
TRD Issue 92 - Briefing: How AEON and Walmart Are Outlasting Disruptors
Legacy retailers reinvent while challengers stumble: AEON turns 50, Temu falters, Slack goes AI.
TRD Issue 91 - Briefing: How a Single AI Image Changed Everything for One Lucky Startup
From supermarket shelves to viral Adidas deals, plus Walmart's StockX partnership bringing street style to the masses.
TRD Issue 90 - Briefing: Meta AI Surges to 400M Users, Walmart's Bold Amazon Challenge
Meta AI reaches 400M users, Walmart expands the marketplace with Premium Beauty, and Temu faces headwinds. Plus, retail media networks are under fire for strong-arm tactics.
TRD Issue 89 - Briefing: Meta's AI Strategy, Walmart's Unique Position, and E-commerce's New Reality
Meta's Llama faces cloud adoption challenges as e-commerce software startups pivot business models. Meanwhile, TikTok's "super-app" ambitions threaten specialized platforms.