This Month Above the Fold w/ Patrick Miller - Amazon's "agents versus AWS" strategy, Walmart's AI and assortment bets, & Amazon's grocery pivot
Mon Feb 02 2026
In this month’s episode, Emma and Patrick unpack what Andy Jassy’s AI comments really mean for where Amazon is betting on growth in his recent "The Information" interview, and how that could reshape the tools brands get for search, ads, and measurement.
Next, they dig into Walmart’s latest AI moves with Gemini and the challenge of who owns shopper traffic, as well as highlight areas where Walmart is set up for growth.
To close it out, they break down Amazon’s decision to shut down Go and Fresh stores and double down on Whole Foods and online grocery delivery, and what that means for your assortment, trade terms, and supply chain.
You’ll walk away with a clearer view of where the big platforms are headed next, and what your brand should start changing now so you’re not playing catch‑up in 12–18 months.
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In this month’s episode, Emma and Patrick unpack what Andy Jassy’s AI comments really mean for where Amazon is betting on growth in his recent "The Information" interview, and how that could reshape the tools brands get for search, ads, and measurement. Next, they dig into Walmart’s latest AI moves with Gemini and the challenge of who owns shopper traffic, as well as highlight areas where Walmart is set up for growth. To close it out, they break down Amazon’s decision to shut down Go and Fresh stores and double down on Whole Foods and online grocery delivery, and what that means for your assortment, trade terms, and supply chain. You’ll walk away with a clearer view of where the big platforms are headed next, and what your brand should start changing now so you’re not playing catch‑up in 12–18 months.