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Briefing

TRD Issue 72 - Briefing: Amazon's Q1 beats, Uncertain Future of TikTok Shop in the US, OpenAI-FT Deal, Alibaba's 1st Investment in South Korea

TRD Issue 72 - Briefing: Amazon's Q1 beats, Uncertain Future of TikTok Shop in the US, OpenAI-FT Deal, Alibaba's 1st Investment in South Korea

Amazon's Q1 earnings soar with AI and ads; TikTok Shop faces uncertainty in the US; OpenAI partners with FT; Alibaba eyes first South Korean investment.

TRD Issue 71 - Briefing: Meta's Llama 3, Amazon's Secret Ops, and Adastria's Acquisition

TRD Issue 71 - Briefing: Meta's Llama 3, Amazon's Secret Ops, and Adastria's Acquisition

Meta's Llama 3 outperforms AI; Amazon gathers rival intel; Adastria acquires brands; Temu's ad blitz impacts D2C; Adobe enhances Firefly; retailers tackle returns.

TRD Issue 69 - Briefing: Inflation Persists, Amazon's AI Woes, Ikea's Small Store Strategy, Adastria's Record Profit

TRD Issue 69 - Briefing: Inflation Persists, Amazon's AI Woes, Ikea's Small Store Strategy, Adastria's Record Profit

Inflation persists as CPI rises 0.4% in March. Amazon's "Just Walk Out" relies on human contractors. Ikea adapts to smaller stores. TikTok Notes launches. Adastria thrives.

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.