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Shifting Strategies in Tech and Retail

This chapter explores a company's transition from a hardware-centric model to integrating software and subscription services, emphasizing the execution challenges in adopting new technologies like AI. It also examines the competitive landscape in retail through the lens of Walmart's international growth and its rivalry with Amazon, highlighting the strategic differences in their operations. The discussion reveals the impact of market sentiment on stock performance and the evolving dynamics between major players in the tech and retail sectors.

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