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Wayfair's Big Bet on Bricks and Mortar

Wayfair is building on its success as an e-commerce furniture and home goods retailer with a move into large-format brick-and-mortar stores. On Bloomberg Chief Future Officer, CFO Kate Gulliver shows Carol Massar around Wayfair's new Atlanta store, and explains how this new initiative is helping the company create a seamless omnichannel "clicks to bricks" shopping experience.

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Bloomberg

How Japan's Top Eyewear Maker is Passing Inflation Test

JINS rose to prominence 25 years ago with its bargain-basement ¥4,990 eyeglasses, becoming a household name for cheap chic as falling or stagnant prices took hold. Now, the Tokyo-based lensmaker is positioning itself to take advantage of the shift toward greater pricing power by opening up stores in ritzy venues and by offering a wider price range. Bloomberg's Reed Stevenson reports from Tokyo.

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Bloomberg

AI Spending Raises Questions on Diverging Chip & Hyperscaler Cycles

In this segment, Songyee Yoon, Director on HP's Board and Founder of Principal Venture Partners, discusses the emerging divergence between the chip cycle and the hyperscaler cycle amid the AI build-out. She highlights the critical issue of whether hyperscalers will reduce their spending as the costs of AI infrastructure escalate, a factor that could significantly impact the broader AI investment landscape and equity market performance. She speaks with Romaine Bostick & Katie Greifeld on "The Close."

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Bloomberg

MNTN CEO Skeptical of Meta's Ambitions to Compete in Cloud Infrastructure

Mark Douglas, CEO of the ad tech company MNTN, discussed Meta's reported ambitions to expand beyond advertising into cloud infrastructure. Douglas expressed skepticism about Meta's ability to compete with established cloud providers like AWS and Google Cloud, citing high switching costs for customers and Meta's lack of excess AI infrastructure capacity to monetize. He speaks with Romaine Bostick & Katie Greifeld on "The Close."

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