A bit of chaos at the Shanghai Port thanks to the lockdowns. Let's see what the knock on effect is! 🛳

My latest piece touching on some leading technologies which will amplify the future of e-commerce: 1. WiliotHQ: Ubiquitous e-commerce & insights 2. Niantic: Real-world AR experiences 3. Lilium & Beta: eVTOL enabling faster fulfillment holon.investments/three-tech-inn…

This week’s Top 3: ⁦Jack Mallers⁩ ⁦Strike⁩ show us the future of payments with ⁦Shopify⁩ ⁦NCR Corporation⁩, Wing ⁦Walgreens⁩ ⁦ezyVet⁩ and the future of fulfilment. Plus ⁦Meta⁩ announce monetisation terms linkedin.com/posts/activity…

This week's Top 3: ⭐The dawn of in-game advertising 🎮 Xbox Sony ⭐$675m for The Boring Company with eyes on 7 miles/day tunneling 😲 ⭐ Shopify move on Deliverr to fast track their fulfillment ambitions 📦🚚 linkedin.com/posts/activity…

$DIS quickly closing the gap with $NFLX in what continues to be a VERY congested sector. How will this all look in 5 years' time? Who has the most to gain/lose? 📺

⭐ Brightseed accelerating identification of plant compounds ⭐Admix 💎 shows us the future of metaverse monetisation ⭐Autonomous Vehicle roadmaps impacted by chip supply chains linkedin.com/posts/activity…

E-Com leaders $AMZN $MELI $SE $JMIA $BABA $JD $SHOP $CPNG generate long-term consumer / merchant value (and retention) through vertical integration of payments and ancillary services

This is how a standard online payment works today. Highly complicated and up to 4% in fees taken by a bunch of intermediaries. In time, Web 3.0 solutions like the Lightning Network will completely shake this up. Lightning Labs⚡️🌐 Square Strike Shopify

$ROKU $WMT join forces on interactive TV advertising. A small step, but a 👀at how freemium streaming could be in the future. Perhaps we'll see shoppable product placement mid-stream..... (i.e. pause Top Gun Maverick and buy the watch worn by Tom Cruise).

$SHOP will enable merchants to create stores within their Twitter accounts (linking seamlessly to their live inventory). Another great product launch from Shopify, which is becoming a ubiquitous, agnostic e-commerce platform powering millions of merchants globally.

Metaverse ecosystem. Key players in gaming, hardware, software, graphics engines, decentralised platforms, cloud, payments. $META $NVDA $AMD $GOOG $SNAP $SQ $ADBE $MTTR $ADSK $MSFT $AMZN $QCOM $RBLX $APP $IS $U $BABA $VUZI Niantic Valve SoulMachines👥 Magic Leap

Shopify: The Invisible Selling Machine Click below for 100+ pg report breaking down Shopify, global e-commerce, competitors, opportunities, and threats. *Report is general information (NOT financial advice) tobi lutke Harley Finkelstein Allan Leinwand granitebaycap.substack.com/p/shopify-the-…

Who will be the big winners in an increasingly congested e-commerce landscape? All outlined in this free 100pg Shopify $SHOP report: granitebaycap.com/insights Woo Ecwid by Lightspeed BigCommerce OpenCart eComchain Adobe Commerce GXO ShipBob Deliverr Red Stag Fulfillment

The Weekly Innovation Review (WIRE) is back. $NVDA, Lightmatter, J.P. Morgan #IndexGPT, WPP, Potato open.substack.com/pub/granitebay…

Weekly Innovation Review (WIRE) #59. Apple Neuralink Arm 🦊 GitLab CoreWeave open.substack.com/pub/granitebay…

This week’s innovation review comes from the sidelines of Creative Destruction Lab (CDL) Super Session in Toronto. Key WIRE topics this week - AI and Semiconductors + some great med tech advancements! granitebaycap.substack.com/p/weekly-innov…