We analyzed the opportunity for Tesla to build an electric delivery truck back in 2018, and estimated a $17.3B sales opportunity over 10 years. That compares to an estimated $9.85B in revenue over 10 years it’d make selling electric Semis (yet to launch,) effectively forsaking over $7B dollars. It appears Rivian will now be tapping...

TLDR: We predict Walmart acquiring a cashier-less tech startup like Grabango. Cashierless forced into mainstream COVID is also pushing retailers to try radical changes. Walmart is testing cashierless checkout by replacing people with self-checkout machines. Customers may not enjoy self-checkout so much. Researchers found that more than 60% of shoppers who use self-checkout don’t use...

Summary: Amazon is ramping up recruiting for Just Walk Out technology, preparing for changing shopping behaviors post-COVID. Retailers without internal tech or analytics teams will benefit most. We wrote in May 2018 that Amazon would make more money selling its cashierless checkout technology to other retailers than opening more Go stores. Well, Amazon finally announced exactly that this past...