Jason & Scot Show

Scot Wingo and Jason “Retailgeek” Goldberg sit down with David Bellinger, Executive Director and Senior Analyst at Mizuho, who covers about 20 consumer and retail names including Walmart, Costco, Target, Wayfair and Chewy. David was one of the first analysts to pick up on agentic commerce, and buy-side investors have been calling him ever since...

In this joint episode of The Jason & Scot Show and Retailgentic, recorded in our mobile studio on a trade show floor, Jason and Scot welcome back Matt Nichols, General Partner at Commerce Ventures, for his third appearance. Matt leads retail tech investing at the firm, which has backed commerce and fintech infrastructure for 14...

Episode 354 of The Jason & Scot Show is all earnings. Jason “Retailgeek” Goldberg and Scot Wingo break down Amazon’s Q3, Google’s Q3, and DoorDash’s acquisition of Instacart, which Jason sees as an infrastructure play to power DashMart. They cover why Google’s search queries went up while search revenue slowed, the Wall Street “Muse Mania”...

Recorded live on day two of the RetailClub AI Festival in Huntington Beach, Jason and Scot sit down with Eli Anselm, an investor at Ridge Ventures. Eli spends his time on early-stage B2B enterprise software, and he has been thinking about agentic commerce since before most of the industry had a name for it. The...

Bonus episode for Jason & Scot Show listeners: we’re sharing an episode of AdGentic, another show in the ReFiBuy Media Network. If you’ve been following our retail media conversations, this one asks what happens when the ads move inside your AI agent. If you like it, subscribe to AdGentic for more. Personal AI agents feel...

In this live episode, Jason “Retailgeek” Goldberg and Scot Wingo take the stage for an audience-driven debate on the future of AI in retail. The room picks the topics, and Jason and Scot argue the sides. Sometimes they even disagree. They start with why Walmart has moved so fast on AI: a top-down mandate from...

Recorded live at the RetailClub AI Festival in Huntington Beach, Jason and Scot sit down with Kristi Carlson, VP of Digital Technology at Kendra Scott, and Chris Hardisty, who leads the brand’s e-commerce business. Kristi is a 25-year Austinite who came to Kendra Scott from Whole Foods. Chris is an old friend of the show...

Recorded live at the Retail Club AI Festival in Huntington Beach, Jason and Scot sit down with Tom Verrilli, Chief Product Officer of Whatnot. Jason says Whatnot is now his answer when big brands ask what they aren’t paying enough attention to, the way TikTok Shop was two years ago. Tom came to Whatnot after...

Recorded live from the Retail Club AI Festival in Huntington Beach, Jason and Scot sit down with Nicole Netland, head of design and research at Google Shopping, fresh off her main-stage session. Nicole brings a rare vantage point: years of retail experience at Amazon, Target, and Best Buy, and now a team that designs shopping...

The second half of the briefing starts with the experience layer that holds Amazon’s grocery push together, including the new green grocery interface and the end of the three-cart problem. From there it’s Prime at 21 years old and why Amazon would rather it never became a profit center, a walk through the Prime Air...