Today on the Watson Weekly: Google treats compute like a moat, Amazon finally figures out groceries, Vinted runs the Amazon playbook in Europe, Apple shows up late to the glasses party — and finally, The Investor Minute with 5 items this week from the world of venture capital, acquisitions, and IPOs.

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Google's Compute Discipline — Compute isn't just infrastructure anymore, it's the moat.

Amazon's Grocery Crystallizes — The 2025 shareholder letter dropped a $150 billion gross grocery number.

Vinted's Breakout — 47% GMV growth to €10.8 billion.

Apple's Glasses Play: Late but Lethal