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Briefing

TRD Issue 68 - Briefing: Amazon's $4B AI Bet, Seller Fee Shakeups, Walmart's Ad Expansion, Google’s Personalized Shopping Tools

TRD Issue 68 - Briefing: Amazon's $4B AI Bet, Seller Fee Shakeups, Walmart's Ad Expansion, Google’s Personalized Shopping Tools

Amazon's $2.75B in Anthropic; ChatGPT hype crash; seller fee changes; Mercari drops fees; Walmart & Google ads; Alibaba's $1.1B in S. Korea.

TRD Issue 66 - Briefing: Unilever's Ice Cream Spin-Off, Shein Open Up Supply Chain, D2C Reaccess , Trial's Successful Japan IPO

TRD Issue 66 - Briefing: Unilever's Ice Cream Spin-Off, Shein Open Up Supply Chain, D2C Reaccess , Trial's Successful Japan IPO

Unilever plans €800m savings & ice cream spin-off; SHEIN eyes IPO with supply chain innovation; D2Cs rethink retail strategy; Trial's IPO shines in Japan.

TRD Issue 65 - Briefing: Nvidia's Blackwell, Apple-Google AI Talks, Grok Goes Open, Temu Shifting from US, Alibaba v Coupang in Korea

TRD Issue 65 - Briefing: Nvidia's Blackwell, Apple-Google AI Talks, Grok Goes Open, Temu Shifting from US, Alibaba v Coupang in Korea

Nvidia's Blackwell boosts AI and is set for major adoption. Apple and Google may collaborate on AI. Retail AI evolves; geopolitical shifts and Alibaba's Korean push reshape the landscape.

TRD Issue 63 - Briefing: xAI's Grok Goes Open Source, OpenAI Board Updates, Walmart's Fast Delivery, Instagram Outpaces TikTok

TRD Issue 63 - Briefing: xAI's Grok Goes Open Source, OpenAI Board Updates, Walmart's Fast Delivery, Instagram Outpaces TikTok

OpenAI's Sam Altman rejoins the board amid disputes and Elon Musk sues, alleging betrayal. Walmart launches express delivery, challenging Amazon/Target. Instagram download rates surpass TikTok as it faces potential US sanctions.

TRD Issue 62 - Briefing: Anthropic Claude 3, Meta’s Plan on Llama 3, Coupang Net Profit

TRD Issue 62 - Briefing: Anthropic Claude 3, Meta’s Plan on Llama 3, Coupang Net Profit

Anthropic launches Claude 3 with enhanced AI, Meta plans Llama 3 improvements, and Coupang hits profitability.

TRD Issue 60 - Briefing: Apple Prioritizes AI, Google Gemini's Diversity Issue, Shein UK IPO?

TRD Issue 60 - Briefing: Apple Prioritizes AI, Google Gemini's Diversity Issue, Shein UK IPO?

Apple discontinues EV projects for AI, Google's Gemini faces backlash, Shein contemplates London IPO, and potential Welcia-Tsuruha merger in Japan.

TRD Issue 59 - Briefing: OpenAI's Sora, JD Eyes Currys, Wish Sale to Qoo10

TRD Issue 59 - Briefing: OpenAI's Sora, JD Eyes Currys, Wish Sale to Qoo10

OpenAI's Sora revolutionizes video creation and JD.com eyes Currys. Wish sold to Qoo10, Temu & SHEIN disrupt Japan's e-commerce.