iiinova — where your digital self keeps evolving

Jason Del Rey @jasondelrey.bsky.social · 12/02/2026

While many in Ecommerce are chasing new shopping features from AI labs, Whatnot is focusing elsewhere I interviewed the head of product for the #1 shopping app in the US, about where the “live commerce” giant is/isn’t making AI bets His answers surprised me www.readtheaisle.com/p/whatnot-ai...

readtheaisle.com

Live-shopping giant Whatnot has other plans. Plus, a first look at Google's new "buy button" rollout.

010

Jason Del Rey @jasondelrey.bsky.social · 17/06/2025

I spent the last few weeks digging into the remarkable, under-the-radar success of Whatnot -- a $5 billion live-streaming app that's like eBay meets Twitch Is it the booming collectibles industry? A design that encourages impulse buys? An eclectic group of sellers? Yes My latest for @fortune.com

fortune.com

Inside the rapid rise of Whatnot, the wildly-entertaining, FOMO-inducing, most popular shopping app you’ve never heard of

Livestreaming shopping app Whatnot will sell $6 billion in goods this year. Can it keep growing?

011

Jason Del Rey @jasondelrey.bsky.social · 14/04/2025

My latest exclusive for @fortune.com: Chinese suppliers are offering some solutions to US Amazon sellers to combat crazy high tariffs …. The problem? They sure sound like customs fraud. Desperate SMBS are being forced into very tough choices cc @mcuban.bsky.social fortune.com/2025/04/12/c...

fortune.com

Panicked Chinese suppliers are offering a tariff solution to Amazon sellers — but it's not legal

In emails and WeChat messages viewed by Fortune, Chinese suppliers proposed illegal workarounds to executives from a brand with a large presence on Amazon.

030

Jason Del Rey @jasondelrey.bsky.social · 07/04/2025

Exclusive for @fortune.com: The US Chamber of Commerce is considering suing the Trump administration to halt global tariff agenda The move would effectively provide cover for CEOs distressed about the tariffs but fearful of incurring the President’s wrath fortune.com/2025/04/07/c...

fortune.com

Exclusive: The US Chamber of Commerce is considering suing the Trump administration to halt global tariff assault

Many big-company CEOs have been resistant to speaking out against the tariffs; No one wants a target on their back. Enter trade groups like the Chamber of Commerce.

000

Reposted by Jason Del Rey

Jason Del Rey @jasondelrey.bsky.social · 28/03/2025

My most recent magazine feature for @fortune.com is one of my favorite pieces I've ever written. It's ostensibly a profile of the serial entrepreneur Marc Lore. But it's really a story of trauma, of entrepreneurial ingenuity, and the pain and glory of insatiable ambition. I hope you'll read it.

fortune.com

The pain—and glory—of a self-made billionaire's insatiable drive

Marc Lore is worth an estimated $2.8 billion and his drive has already cost him his marriage of 22 years. Why is he still working 90 hours a week on Wonder, the startup aiming to be the Amazon of food...

022

Jason Del Rey @jasondelrey.bsky.social · 28/03/2025

fortune.com

The pain—and glory—of a self-made billionaire's insatiable drive

022

Jason Del Rey @jasondelrey.bsky.social · 10/03/2025

If you're at sxsw today, I hope you'll consider dropping into my session with Chewy's CEO at 4 pm With all the talk of AI displacing jobs, I'm intrigued to talk to the leader of a Fortune 500 company that is known for great, HUMAN-led customer service but also is aggressively investing in tech

Side by side headshots of Jason and Sumit, with details on the content, time and location of their discussion underneath

010

Jason Del Rey @jasondelrey.bsky.social · 12/02/2025

Top U.S. Amazon sellers have long complained about an unlevel playing field battling against an "avalanche" of Chinese sellers Now they are pushing for Trump & Co. to intervene My latest for @fortune.com explores this dynamic, with a cameo by @mcuban.bsky.social fortune.com/2025/02/12/a...

fortune.com

Top U.S. Amazon sellers want Trump to intervene in battle with Chinese competitors.

The billionaire investor Mark Cuban is also warning that competition with Chinese merchants on Amazon is a 'huge problem' for small U.S. brands.

000

Jason Del Rey @jasondelrey.bsky.social · 10/02/2025

In 2024, Amazon posted more than $150 BILLION in revenue from fees it charges sellers, EXCLUDING ads That's basically a Fortune 25 biz But how much profit Amazon banks from this is a mystery. So after record Amazon earnings, I decided to dissect this in @fortune.com fortune.com/2025/02/07/a...

fortune.com

Amazon is boasting record profits but one mystery remains: How much are seller fees boosting the bottom line?

Amazon's cloud and ad divisions are key contributors to its record profit. But the tech giant keeps the full picture murky.

000

Jason Del Rey @jasondelrey.bsky.social · 24/01/2025

Stoked to help program and host this great London AI event. Interested in attending or speaking? Please reach out!

040

Reposted by Jason Del Rey

Peter Kafka @pkafka.bsky.social · 15/01/2025

Mark Zuckerberg has lost at least $60 billion over 5 years chasing virtual reality. www.businessinsider.com/meta-apple-m...

1143

Jason Del Rey @jasondelrey.bsky.social · 07/01/2025

At last night’s #FortuneBrainstorm dinner, @mcuban.bsky.social told guests that BlueSky is where he’s spending most of his social media time since the discourse is by and large level-headed “Twitter’s a shithole these days”

050

Jason Del Rey @jasondelrey.bsky.social · 20/12/2024

Thanks to @quinnypig.com & other sources who helped me craft this profile of Amazon's most important exec not named Andy While Garman is seen as a steady hand who's been with AWS since launch, he faces big challenges on people, product & policy fronts I hope you'll take a read below (free link)

2153

Jason Del Rey @jasondelrey.bsky.social · 09/12/2024

Looking forward to these interviews I'm conducting Monday and Tuesday at @fortune.com 's #brainstormAI conference. Have questions for Dave, Sanjay or Mano? Hit me up!

111

Jason Del Rey @jasondelrey.bsky.social · 04/12/2024

Amazon's AI strategy for AWS now centers on low prices and wide selection with the introduction of its Nova AI models and its Bedrock Marketplace. Feel like I've witnessed this playbook inside Amazon before My latest for @fortune.com with a nod to @simonwillison.net fortune.com/2024/12/04/a...

fortune.com

Amazon's new AI cloud strategy is ripped straight from the ecommerce playbook that built a $2 trillion juggernaut

AWS is betting that an AI model marketplace with low prices and wide selection will be the key to success.

1162

Jason Del Rey @jasondelrey.bsky.social · 03/12/2024

non-update update: Amazon =CEO Andy Jassy said at today's @amazonwebservices.bsky.social Re:Invent conference that "you can expect [the new Alexa] in the coming months"

000

Jason Del Rey @jasondelrey.bsky.social · 01/12/2024

Thought this was a great interview on both sides. Appreciated Jason’s candor on the stuff that 404 thinks it has figured out and the stuff that’s still a work in progress

000

Jason Del Rey @jasondelrey.bsky.social · 27/11/2024

I have a sinking feeling that we are gonna have to talk with family about crypto again this thanksgiving

010

Jason Del Rey @jasondelrey.bsky.social · 22/11/2024

It's amazing to experience a new platform where I'm not greeted with different versions of a post like this every time I log on... "Today, we said goodbye to my little brother for the final time"

010

Reposted by Jason Del Rey

Jessica Mathews @jessicakmathews.bsky.social · 19/11/2024

Excited to get to share this story about "Muskification" in a small Texas town that I've been working on in the background since March. fortune.com/2024/11/18/e...

fortune.com

Welcome to Elontown, USA: an unlikely Texas home base for Musk’s business empire

New jobs and developments are booming, but locals have been left to guess how their community fits into the billionaire’s plans.

134

Jason Del Rey @jasondelrey.bsky.social · 19/11/2024

Why, hello. Amazon has repeatedly pushed back the launch of a Gen AI-powered Alexa that it teased over a year ago. I reviewed more than a dozen pages of recent internal docs highlighting major issues with the new version. Among them: Severe latency and subpar satisfaction scores (4.7 out of 7)

fortune.com

Exclusive: Leaked Amazon memos identify critical flaws in the upcoming AI version of Alexa

The planned update to voice assistant Alexa is bogged down with problems including latency, which requires "significant improvements,” an internal memo said.

340