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Inside the Amazon and Walmart rivalry, with Jason Del Rey

GeekWire

GeekWire

Tech News, News, Technology

4.8127 Ratings

🗓️ 21 June 2023

⏱️ 36 minutes

🧾️ Download transcript

Summary

Our guest this week is Jason Del Rey, a business reporter who covered Amazon, Walmart and the business of online retail for more than a decade at Recode and Vox Media. His new book is "Winner Sells All: Amazon, Walmart, and the Battle for our Wallets," which takes an inside look at what he calls "the defining business clash of this generation—a battle waged for our loyalty and wallets, with hundreds of billions of dollars at stake and millions of jobs on the line."

With GeekWire co-founder Todd Bishop; edited and produced by Curt Milton.

 

See omnystudio.com/listener for privacy information.

Transcript

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0:00.0

Doug McMillan, you know, worked at Walmart very long time. Early 2014, he becomes CEO. And at some

0:08.4

point early in his tenure, he does the Silicon Valley pilgrimage. One of his key stops was Google

0:15.2

and meeting with Larry Page and a few others. Larry basically makes the case to Doug. You guys, you know, you want to do this digital transformation thing.

0:24.2

You really don't have a shot unless you partner with Google, essentially.

0:31.4

It just did not go over well with him.

0:34.2

And my reporting showed that it did have a real outcome on both companies, businesses,

0:39.7

and how they thought about each other for a few years, at least.

0:42.7

It's also very good for Microsoft because Walmart wasn't about to take its cloud business to

0:47.2

AWS, Amazon Web Services. And you've seen Microsoft and Walmart get pretty close over the years.

0:53.7

Absolutely.

0:54.4

Thank you. I've seen Microsoft and Walmart get pretty close over the years. Absolutely.

1:00.2

Welcome to Geekwire. I'm Geekwire co-founder Todd Bishop.

1:02.6

That anecdote about Google and Walmart in the opener

1:05.6

is one of the revelations in the new book,

1:07.8

Winner Sells All, Amazon, Walmart, and The Battle for Our Wallets,

1:12.7

by my guest, Jason Del Rey, the business journalists who developed a reputation for scoops

1:17.9

and smart reporting about the online retail industry as a reporter for more than a decade at

1:23.1

Recode and Vox Media. Jason, thanks for joining me. Hey, really appreciate it. Of course, I followed

1:29.4

your reporting for many years. And I got to say, the structure of this book, comparing Walmart

1:36.0

to Amazon in a long form really focused the Amazon story for me because it focused it on its core

1:42.6

business. And my first thought as I got into the book was it made me wonder if this general construct

1:49.9

might be a good way for Amazon to focus its business because like Project Kuiper wasn't

...

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