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.<br>Then, Nike&#x27;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.<br>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/<br>Finally, Amazon&#x27;s $200B and Google&#x27;s $185B infrastructure bets — and why Sundar Pichai spends an hour a week personally rationing compute.<br>Subscribe to the newsletter at watsonweekly.com.

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

The Watson Weekly: eCommerce Strategy & News

Welcome to the weekend edition of the Watson Weekly. I'm your host Rick Watson. Hey, it's Jessica Lesesky. We're back! You thought you could get rid of us. You can't. I know. We are back with another great show for you. Let me break it down. First of all, we're going to talk about GLP-1. These drugs are expected, according to our recent report, to boost apparel retail spending. Do we believe it?

Second, our friends Nike have changed their innovation leadership again. We'll unpack what that means. And finally, Amazon and Google have both released major updates to their shareholder guidance and strategy. Amazon shareholder letter, we're going to break that down. Before we go any further, just let you know, we do have a newsletter. If you aren't subscribed, what are you doing?

Go to watsonweekly.com, click on subscribe, get in to follow us. That's right. Tell your friends. Don't keep it for yourself. It's too good. Too good. Exactly. Too good to pass up. All right, Rick. Well, I'm going to unpack this first story for us. Yes, GLP-1s have been on a tear. And what we're hearing is they're expected to boost retail spending by $13 billion.

So to catch you up, these GLP weight loss drugs, Wegovy, Ozempic, many others, Manjaro, are now taken by roughly one in eight adults in the US. The pill versions have just hit the market, which is going to make them more accessible than ever. You know, and some home girls are micro dosing. It's not just for taming diabetes or tackling some of those health issues. You know, it's just all to keep like the weight in check so you can get that summer bod ready.

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

Read the full transcript

The candid version is on a podcast,
not the earnings call.

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

Read the full transcript

The candid version is on a podcast, not the earnings call.

The candid version is on a podcast,
not the earnings call.