Walmart and Amazon Converge on Commerce Control

Walmart crossed a $1 trillion valuation on Feb. 3, signaling its shift into a tech-enabled, data-driven commerce platform, while Amazon in late January announced 16,000 job cuts and said it increased same- or next-day Prime deliveries in 2025 by 30%. The article argues both companies are converging on payments, first-party data, and infrastructure as the decisive competitive battleground, pressuring practitioners to prioritize last-mile and payments strategy.