Amazon and Walmart’s rivalry has evolved from a price war into a battle over who powers consumers’ daily lives. Amazon is investing heavily in AI, logistics, and satellites, while Walmart leverages its physical network to expand healthcare, automation, and digital services.
Key takeaways
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The competition has shifted: The Amazon-Walmart battle now centers on platform ecosystems that shape daily living, not just shopping convenience.
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Amazon bets on infrastructure: By building layers in AI, logistics, and connectivity, Amazon aims to become the unseen backbone of consumer life.
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Walmart weaponizes physical scale: Through healthcare hubs, automation, and affordability, Walmart is transforming its store network into a service-driven platform.
