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.
DoorDash will Create ‘X,’ an Everything App, Not Twitter
Special thanks to Nancy Luna of Insider for quoting me in this article. Those who frequently read my posts know that I am a fan of DoorDash. In my opinion, DoorDash has one of the best CEOs in business, Tony Xu, and arguably the most capable executive team in the food...
It’s a Supply Web, Not a Supply Chain
GETTY 2022 was the year of supply chain disruption. 2022 was also the year that many people first became aware of the topic of supply chain management. Books and magazine articles were written about supply chain management, and news programs presented...
Reality Check: Amazon Should Shut Down Their Drone Program
There comes a point in time when individuals and companies must face the facts and accept reality. Amazon, for example, has been touting since 2013 that they would become the leader in delivering packages that weighed five pounds or less via drones. Amazon isn’t close...
First Look at Amazon’s Automated Grocery Warehouse System from AutoStore
A recent Bloomberg article about Amazon written by Matt Day, contained this paragraph: "In the New York area the company is testing a new, fully automated facility in Bethpage, on Long Island. The warehouse, which will open later this year or early next year, relies...
First Look at How PepsiCo is Using Tesla’s Electric Semi Trucks in their Business
Tesla has only delivered a limited number of its electric semi trucks, and most of them are in operation in PepsiCo’s fleet – primarily in its Sacramento facility, which has been completely electrified and is solar-powered. Tesla's semi truck has a list price of...
A Simple Plan Gone Awry
My compliments to Caroline O'Donovan of The Washington Post for this article. Amazon’s simple plan for groceries has gone awry. After acquiring Whole Foods Market in 2017, Amazon lost all momentum by FOOLISHLY competing against themselves by scaling Amazon Fresh...