Ozempic Economy, Nike's Reset & the AI Compute Crunch
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Ozempic Economy, Nike's Reset & the AI Compute Crunch
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Rick Watson and Jessica Lesesky break down three stories reshaping the consumer and tech landscape. First, why GLP-1 drugs like Ozempic, Wegovy, and Mounjaro are expected to unlock $13B in new retail spending — and which brands stand to win as 80% of users size down.
Then, Nike's latest innovation shake-up: new chief Andy Caine steps in as the stock slides 32%, with Project Amplify, Nike Mind, and Aerofit on the horizon.
The Watson Weekly Weekend edition is sponsored by Avalara - the agentic AI platform automating global tax and compliance for leading eCommerce brands. For more details: https://avalaratax.watsonweekly.com/
Finally, Amazon's $200B and Google's $185B infrastructure bets — and why Sundar Pichai spends an hour a week personally rationing compute.
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