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Fitness, Fables, and The Fight For The Wallet, Apps In The Age of AI

Mar 13, 2026

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9 min read

Fitness, Fables, and The Fight For The Wallet, Apps In The Age of AI

And... Is YouTube the largest media company in the world? Email for your agent raises funding, Rhoda AI exits stealth, and Ernesta raises a Series B

Rick Watson

Latest

How Mirakl's Chief Data and AI Officer Thinks About AI; Costco Near Perfect Quarter

Newsletters

How Mirakl's Chief Data and AI Officer Thinks About AI; Costco Near Perfect Quarter

Rick Watson

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Mar 11, 2026

Watson As CEO of PayPal in 2028, Stripe's Agentic Solution Looks Familiar

Newsletters

Watson As CEO of PayPal in 2028, Stripe's Agentic Solution Looks Familiar

Rick Watson

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Mar 9, 2026

Target Bottomed. Shopify Is Betting Everything on One Word. Amazon Just Locked In the AI Race.

Newsletters

Target Bottomed. Shopify Is Betting Everything on One Word. Amazon Just Locked In the AI Race.

Rick Watson

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Mar 6, 2026

The Q4 Earnings Call Stories and Who and What is Going On In the Home Improvement Sector?

Newsletters

The Q4 Earnings Call Stories and Who and What is Going On In the Home Improvement Sector?

Rick Watson

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Mar 4, 2026

Agentic Debate Series Lunch @ Shoptalk Las Vegas 2026 presented by Logicbroker Sponsor Announcement

Events

Agentic Debate Series Lunch @ Shoptalk Las Vegas 2026 presented by Logicbroker Sponsor Announcement

Rick Watson

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Mar 3, 2026

Home Depot Earnings Not A Retreat, About That Viral Citrini Post

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Home Depot Earnings Not A Retreat, About That Viral Citrini Post

Rick Watson

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Mar 3, 2026

The Stripe 2025 Annual Letter, Magic Tricks, Amazon and The Curious Missing Element From Amazon's OpenAI Investment

Newsletters

The Stripe 2025 Annual Letter, Magic Tricks, Amazon and The Curious Missing Element From Amazon's OpenAI Investment

Rick Watson

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Mar 2, 2026

The Ship Without A Captain, Tariffs Redux, Walmart Owns 72% of Grocery

Newsletters

The Ship Without A Captain, Tariffs Redux, Walmart Owns 72% of Grocery

Rick Watson

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Feb 27, 2026

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NEWSLETTERS

Fitness, Fables, and The Fight For The Wallet, Apps In The Age of AI

Mar 13, 2026

Fitness, Fables, and The Fight For The Wallet, Apps In The Age of AI

And... Is YouTube the largest media company in the world? Email for your agent raises funding, Rhoda AI exits stealth, and Ernesta raises a Series B

How Mirakl's Chief Data and AI Officer Thinks About AI; Costco Near Perfect Quarter

Mar 11, 2026

How Mirakl's Chief Data and AI Officer Thinks About AI; Costco Near Perfect Quarter

And... Eight Sleep raises funding, Moltbook acquired by Meta (the irony is priceless), Quince's mega funding, and the one number that tells all about Costco's future

Watson As CEO of PayPal in 2028, Stripe's Agentic Solution Looks Familiar

Mar 9, 2026

Watson As CEO of PayPal in 2028, Stripe's Agentic Solution Looks Familiar

And... PayPal has assets it can utilize for its future. Stripe just built an agentic commerce solution, does it compete with Shopify?

Target Bottomed. Shopify Is Betting Everything on One Word. Amazon Just Locked In the AI Race.

Mar 6, 2026

Target Bottomed. Shopify Is Betting Everything on One Word. Amazon Just Locked In the AI Race.

And... Blue Bottle Coffee cafes sold to a PE firm for a loss, Accenture acquires Ookla for billions, and Anthropic acquires Vercept

EARNINGS & REPORTS

Shopify Winter Editions: DaVinci or AI Hallucination?

Shopify Winter Editions: DaVinci or AI Hallucination?

Dec 11, 2025

Target ChatGPT App Not Going to Save Them

Target ChatGPT App Not Going to Save Them

Nov 21, 2025

Walmart WOW 👀 Q3 FY 2026 Earnings

Walmart WOW 👀 Q3 FY 2026 Earnings

Nov 20, 2025

WEBINARS

Webinar: The 2026 Retail Reckoning: Analyzing Earnings for Amazon, Walmart, Shopify, UPS, & PayPal

Webinar: The 2026 Retail Reckoning: Analyzing Earnings for Amazon, Walmart, Shopify, UPS, & PayPal

Feb 10, 2026

Watson Weekly NRF Recap: Agentic Hype and Complications with Rick and Nick

Watson Weekly NRF Recap: Agentic Hype and Complications with Rick and Nick

Jan 16, 2026

The final debate drops tomorrow December 17th at 12 PM ET

The final debate drops tomorrow December 17th at 12 PM ET

Dec 16, 2025

Debate #6 drops Tomorrow, November 18th: When does the customer really enter the decision process?

Debate #6 drops Tomorrow, November 18th: When does the customer really enter the decision process?

Nov 18, 2025