Hosts: Carlos Mendez & Suki Nakamura

In this episode:

• Today we're tracking the warehouse automation arms race, AI's Main Street moment, and Allbirds' bizarre pivot to becoming an AI compute provider.

• Let's start with the warehouse wars. Home Depot, Walmart, and Amazon are each attacking the same-day delivery problem from completely different angles...

• The numbers here are staggering. Home Depot just announced they're acquiring three automation companies for a combined $2.1 billion. That's a 40% incr...

• But what's fascinating is how differently each player approaches this. Walmart's converting 800 store backrooms into mini-fulfillment centers. They're...

• The data shows Walmart can fulfill orders 73% faster from these micro-centers versus traditional warehouses. But here's what concerns me—the retrofitt...

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