A YouTube video raised an intriguing point. It claims that around the time Amazon first surpassed Walmart in annual revenue in 2026, Walmart chose to sell its e-commerce delivery algorithm to outside parties. However, we recommend checking the original video directly for the underlying facts and context.
Why This Story Matters from an AX Perspective
When a company builds AI and algorithmic capabilities over a long period, the next step typically branches into two paths. One is to keep that capability hidden as a source of competitive advantage, and the other is to expand a proven capability into a separate revenue model. If Walmart's choice leans toward the latter, it could be read as a message that AX does not end with internal efficiency gains alone. It suggests that once an internally refined logistics and delivery algorithm matures sufficiently, it can itself become the subject of licensing or platform business.
Points for Korean Companies to Consider
- Reviewing both the possibility of