Alex and Nick open the show with news that Amazon is officially offering to license their "Just Walk Out" cashierless technology to retailers, something we called on WTA months ago! Next, they look at how the PLAT ETF has been performing during the market downturn and then cover incumbent tech integrations, highlighting multiple deals over the past years.
TIMESTAMPS:
00:23 - Amazon's "Just Walk Out" technology licensing
8:17 - PLAT ETF Performance
9:45 - Incumbent and Tech Integration
23:08 - QVC and Zulily
31:19 - Comcast/Golf Channel + GolfNow
34:40 - Ping An + Good Doctor
41:42 - Sotheby's + Viyet
49:00 - Walmart Grocery
Winner Take All