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Every Major Matters article

Payments. AI. Commerce. Decoded. 255 articles and counting.

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AI · Jan 29, 2026

Amazon Just Admitted Physical Retail Doesn't Work. The Data Says They're Right.

Amazon announced today that it is closing every Amazon Go and Amazon Fresh store it operates. All 72 of them. The cashierless convenience stores that were supposed to revolutionise shopping. The full-service grocery stores that were going to take on Walmart.

AI · Jan 24, 2026

When Your AI Does the Shopping

We had set this up months ago and mostly forgotten about it. The bag was running low, and Alexa, connected to an Amazon account with voice purchasing enabled, placed the order without asking. The confirmation email arrived during a meeting.

AI · Jan 24, 2026

The AI Demand Shock: Why This Isn't Another Chip Shortage

A 64GB kit of DDR5 memory now costs more than an entire PlayStation 5.