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Apple’s AI Pin, Vinted's American Re-Entry, and the Ambient Computing Sprint

Newsletters

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Jan 29, 2026

Apple’s AI Pin, Vinted's American Re-Entry, and the Ambient Computing Sprint

And... Jony Ive’s $6.5B OpenAI play, The RealReal’s AI authenticators, and Goodday’s $7M Shopify-ERP win

Rick Watson
Rick Watson
The End of Digital Ads? OpenAI’s $1M Gamble, Agentic Commerce, and the Hot Dog Hegemony

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Jan 28, 2026

The End of Digital Ads? OpenAI’s $1M Gamble, Agentic Commerce, and the Hot Dog Hegemony

And... Agentic commerce takes flight and DigitalGenius’s "Locomotive" blueprint for AI ROI

Rick Watson
Rick Watson
The 4% AI Tax, Shopify’s Partner Purge, and the Death of the Steak Dinner

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Jan 27, 2026

The 4% AI Tax, Shopify’s Partner Purge, and the Death of the Steak Dinner

And... Lands' End’s $300M stake, OpenAI’s marketplace pivot, and why Germany is defying the e-commerce chill

Rick Watson
Rick Watson
Sam’s $1B pitch, PayPal’s AI plumbing, and the $12B burn

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Jan 26, 2026

Sam’s $1B pitch, PayPal’s AI plumbing, and the $12B burn

And... OpenAI’s advertising pivot, agentic commerce takes flight, and a high-stakes Meta showdown.

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

Webinars

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Jan 16, 2026

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

Join Rick Watson and Nick Kaplan for a high-octane, 30-minute recap of the Big Show.

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

Webinars

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Dec 16, 2025

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

The final debate in the series goes live tomorrow at 12 PM ET. Don’t miss it!

Rick Watson
Rick Watson
What's Next: Process Re-Engineering Is a Key Skill in the Age of AI

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Dec 16, 2025

What's Next: Process Re-Engineering Is a Key Skill in the Age of AI

Ep. 91: Marketplaces, Maturity, and Why “Unowned Inventory” Is the Grown-Up Move with  James Lang (Ulta Beauty)

The Producer's Desk

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Dec 15, 2025

Ep. 91: Marketplaces, Maturity, and Why “Unowned Inventory” Is the Grown-Up Move with James Lang (Ulta Beauty)

This isn’t about infinite assortment. It’s about giving guests access to more of what they already trust us for.

Shopify Winter Editions: DaVinci or AI Hallucination?

Earnings & Reports

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Dec 11, 2025

Shopify Winter Editions: DaVinci or AI Hallucination?

Shopify delivered another jam-packed Editions, we unpack the 200+ updates for you here like no one else can...

Rick Watson
Rick Watson
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Watson Weekly Newsletter

Stop reading the headlines and start understanding the frameworks. The essential briefing for executives in Retail, Supply Chain, and AI. Join Rick Watson as he cuts through the noise to help you understand not just what is happening, but why it matters.