April 20th, 2026: Google's Compute Moat, Amazon Grocery, Vinted Finances, and Apple Smart Glasses
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April 20th, 2026: Google's Compute Moat, Amazon Grocery, Vinted Finances, and Apple Smart Glasses
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Today on the Watson Weekly: Google treats compute like a moat, Amazon finally figures out groceries, Vinted runs the Amazon playbook in Europe, Apple shows up late to the glasses party — and finally, The Investor Minute with 5 items this week from the world of venture capital, acquisitions, and IPOs.
The Watson Weekly is sponsored by Avalara - the agentic AI platform automating global tax and compliance for leading eCommerce brands. For more details: https://avalaratax.watsonweekly.com
Google's Compute Discipline — Compute isn't just infrastructure anymore, it's the moat.
Amazon's Grocery Crystallizes — The 2025 shareholder letter dropped a $150 billion gross grocery number.
Vinted's Breakout — 47% GMV growth to €10.8 billion.
Apple's Glasses Play: Late but Lethal
