Sep 25, 2020

Tesla’s “Battery Day”, the DOJ prepares for Google, and Scott’s prediction on “algorithmic e-commerce”

2 predictions · 1–1 · 50% accuracy

Scott's predictions2

The Walmart-TikTok-Oracle restructuring deal for TikTok's US operations will not close.
“I think and by the way, think there's more than 50% likelihood this deal never closed”
M&A · Checkable · by Sep 25, 2021 (inferred)
Came trueResolved Feb 10, 2021
Walmart and TikTok will introduce a new model of algorithmic commerce (which Scott calls ACOM) involving zero-click ordering, where products are selected and shipped to consumers based on algorithmic signal data before the consumer places an order.
Only if: If Walmart partners with TikTok to gather signal liquidity around consumer categories (e.g., starting with grocery)
“I think Walmart and TikTok could potentially, potentially introduce this new field that I'm calling ACOM, and that's algorithmic commerce.”
Tech · Conditional · Judgment call · by Sep 25, 2021 (inferred)
Didn’t happenResolved Feb 2021