No Retreat, No Surrender Newsletter

No Retreat, No Surrender Newsletter

Analyzing and commenting on the hot topics in business, politics, and economics globally

I do not play favorites nor do I criticize to be malicious or disrespectful. My goal is simple: Provide opinions that help cut through noise, educate, uncover lies and half-truths, and provide clarity.

AI has Changed Everything

I’m in Florida this week with a technology client that I advise. The primary topic of discussion is AI followed by more AI. The company has no choice. AI has changed everything related to business. Twitter has hired a new CEO. Makes sense. Elon Musk has more important...

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The Albatross: Coles, Ocado and the Grocery War Down Under

One of the most interesting grocery markets in the world is located in Australia. Woolworths Group, is the dominant grocery retailer followed by Coles Group. The two retailers have engaged in some of the most ferocious battles ever seen in the grocery industry. I’ve...

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Amazon’s Road Not Taken

I wake up at 4 AM to go work out. Before I go to the gym, I check for messages. I communicate with people from around the world on LinkedIn including the press, students, professors, consultants, and executives. I’m grateful for the opportunity to interact with so...

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The CEO’s Delimma

OpenAI released ChatGPT on November 30, 2022. After reviewing ChatGPT, I knew I was witnessing something special - like witnessing the unveiling of the Apple iPhone in 2007. Apple's foldable phone that should be released by October, has the potential of becoming...

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Walmart’s Instacart and Amazon Killer

Individuals like to reach out to me off the record to ask for my opinion on strategy, robotics, and operations. In return, they provide me with information. For example, for nearly 2.5 years, I’ve had discussions with individuals from Walmart and dunnhumby about...

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