Rick Watson and Jessica Lesesky break down three stories reshaping the consumer and tech landscape. First, why GLP-1 drugs like Ozempic, Wegovy, and Mounjaro are expected to unlock $13B in new retail spending — and which brands stand to win as 80% of users size down. Then, Nike's latest innovation shake-up: new chief Andy Caine steps in as the stock slides 32%, with Project Amplify, Nike Mind, and Aerofit on the horizon. The Watson Weekly Weekend edition is sponsored by Avalara - the agentic AI platform automating global tax and compliance for leading eCommerce brands. For more details: https://avalaratax.watsonweekly.com/Finally, Amazon's $200B and Google's $185B infrastructure bets — and why Sundar Pichai spends an hour a week personally rationing compute.Subscribe to the newsletter at watsonweekly.com.

Rick Watson and Jessica Lesesky break down three stories reshaping the consumer and tech landscape. First, why GLP-1 drugs like Ozempic, Wegovy, and Mounjaro are expected to unlock $13B in new retail spending — and which brands stand to win as 80% of users size down. Then, Nike's latest innovation shake-up: new chief Andy Caine steps in as the stock slides 32%, with Project Amplify, Nike Mind, and Aerofit on the horizon. The Watson Weekly Weekend edition is sponsored by Avalara - the agentic AI platform automating global tax and compliance for leading eCommerce brands. For more details: https://avalaratax.watsonweekly.com/ Finally, Amazon's $200B and Google's $185B infrastructure bets — and why Sundar Pichai spends an hour a week personally rationing compute. Subscribe to the newsletter at watsonweekly.com.

Ozempic Economy, Nike's Reset & the AI Compute Crunch

Stop reading the headlines and start understanding the frameworks.

The Watson Weekly is the premier resource for eCommerce executives, delivering sharp, independent strategy on the industry's most critical developments. Join 20-year veteran Rick Watson as he cuts through the noise to help you understand not just what is happening, but why it matters to your business.

Broadcasting three times a week:

Mondays: Strategic deep dives into earnings, mergers, and market shifts.
Wednesdays: Candid interviews with C-Suite luminaries and tech innovators.
Fridays: Join the Watson Weekend for Spirited debates on controversial topics with co-host Jessica Lesesky.

From AI implementation and marketplace dynamics to supply chain logistics and retail operations, we cover the entire commerce landscape. Whether you are a CEO, VP, or operator, this is your competitive advantage in audio form.

Business

News

Technology

Business News

Management

Stop reading the headlines and start understanding the frameworks. The Watson Weekly is the premier resource for eCommerce executives, delivering sharp, independent strategy on the industry's most critical developments. Join 20-year veteran Rick Watson as he cuts through the noise to help you understand not just what is happening, but why it matters to your business. Broadcasting three times a week: Mondays: Strategic deep dives into earnings, mergers, and market shifts. Wednesdays: Candid interviews with C-Suite luminaries and tech innovators. Fridays: Join the Watson Weekend for Spirited debates on controversial topics with co-host Jessica Lesesky. From AI implementation and marketplace dynamics to supply chain logistics and retail operations, we cover the entire commerce landscape. Whether you are a CEO, VP, or operator, this is your competitive advantage in audio form.

Share Ozempic Economy, Nike's Reset & the AI Compute Crunch

Sign up to save your podcasts

Ozempic Economy, Nike's Reset & the AI Compute Crunch

Ozempic Economy, Nike's Reset & the AI Compute Crunch

More shows like The Watson Weekly: eCommerce Strategy & News

Founders

The Daily

Omni Talk Retail

The Prof G Pod with Scott Galloway

All-In with Chamath, Jason, Sacks & Friedberg

Honestly with Bari Weiss

The Town with Matthew Belloni

OPERATORS

Prof G Markets

Retailgentic | Consumer Behavior & Retail Trend