Everything on Retail & E-Commerce Economics

Ultra-low-cost e-commerce has reached addressable market saturation, with operating margins compressing despite high gross margins due to fulfillment and marketing cost inflation.

Impact: Retailers must shift from discount-driven acquisition to lifetime value optimization, omnichannel integration, and supply chain efficiency to sustain profitability.

— from AI Infrastructure Financing, Open-Weight Alliances, and Market Saturation · Doppelgänger Tech Talk· Jul 29, 2026