Question 1

Why is Walmart a threat to Amazon sellers?

Accepted Answer

Walmart's recent moves, like appointing an e-commerce executive to lead its US stores and investing heavily in AI and fulfillment, signal a direct challenge to Amazon's dominance. This creates platform risk for sellers who rely solely on Amazon for their revenue.

Question 2

How is Walmart using AI in its business?

Accepted Answer

Walmart is integrating AI, including technologies like ChatGPT and Google Gemini, to enhance the customer experience and enable new features like native checkout through these platforms. This AI-first approach is a core part of its strategy to compete with Amazon.

Question 3

What is the Vizio acquisition and why does it matter?

Accepted Answer

Walmart's $2.3 billion acquisition of Vizio, a smart TV company, gives it a powerful advertising platform. This allows Walmart to create a closed-loop advertising ecosystem, similar to Amazon's, where it can track ad performance from screen to purchase.