Back in 2018, Amazon opened its first cashier-less grocery store. The technology -- which it later branded as "Just Walk Out" -- was intended to allow customers to do exactly that. All you had to do was put items into your cart and walk out of the store. And then, through the magic of sophisticated computer vision, machine learning, and lots of sensors, you would be billed and sent a receipt.

However, this month the company announced that it will be moving away from this technology, and instead focusing on its Dash Carts (more on this shortly). It turns out that the technology wasn't nearly automated enough.

Last year, The Information reported that "Just Walk Out" was relying on at least 1,000 off-site workers in India to constantly review video footage and figure out who had bought what. This is why it apparently took so long to receive a bill sometimes; humans far away were working to figure out if that was a persimmon in your hand, or a tomato.

I'm not an expert on this space, but I'm guessing it is not (yet) feasible to do what Uniqlo and other retailers now do with their supply chains and checkouts. So this was the workaround. Whatever the case, Amazon has now said that it will be focusing on its Dash Carts, which are kind of like roaming checkout counters. They come with screens and scales for weighing things.

Obviously the ideal solution is to not have to do or scan anything. But being able to avoid check-out lines still feels like meaningful progress. I just wonder if these smart carts will encourage or discourage spending. Because now everyone will have a live receipt in front of them. That might discourage spending unless you can offset it with rewards and/or other incentives.

I did something this week that I don't often do: I shopped for (non-grocery) things in person. Like, in a physical store. So I recognize that this isn’t entirely bleeding edge. Still, I am thoroughly impressed by the self-checkout process at Uniqlo.

All of their items now include RFID tags, which means you don’t need to scan anything. You just place your basket or items down, and then everything shows up automatically on the screen. Done. The most frictionless checkout that I have ever experienced.

My understanding is that this was done more for supply chain management and that it is now possible because the cost of these tags have come down to something like a few cents per unit; but the added benefit is that they have greatly improved checkout throughput and the overall experience.

This has been a part of the promise of RFID tags for many years. And this week I experienced it IRL for the first time. It was awesome. Now I hope this same experience comes to grocery stores in the near future.

Fashion, like architecture, says a lot. It is, according to Wikipedia, an "aesthetic expression at a particular time, place and in a specific context." So it's interesting to consider how fashion might translate, and not translate, around the world. This recent article by The Economist, called "The United Nations of Uniqlo," offers up one comparison, albeit a generalized one, between Japanese and American clothing preferences. (It's an article about the Japanese fashion label Uniqlo.)

Japan:

At first glance there seems nothing obviously Japanese about Uniqlo’s wares. But a strong strain of minimalism pervades Japanese culture. Buddhism remains an important influence on Japanese society even in an increasingly secular age, and among its core tenets are renunciation and detachment – concepts that mean being able to suppress one’s lust for the material elements of daily life. Mario Praz, an Italian critic, contrasts the Japanese style with the suffocating abundance of Victorian interiors in Europe and America which, he says, stemmed from horror vacui (fear of emptiness). More recently, young people in the West have also grown less enamoured with acquiring stuff, hence the widespread popularity of another Japanese export: Marie Kondo, a professional declutterer.

America:

The American market has proved harder to crack. The 56 Uniqlo stores in America fall far short of Yanai’s plan, in 2012, to open 200 there. They still operate at a loss. “When you think about the American market, you don’t always think of subtlety,” said Steve Rowen of Retail Systems Research, a consultancy. “This is a social-climber society. Even if you want to fly under the radar, there still has to be some indication that you’re fashion forward.” Once that urban millennial with a starter job begins to make real money, Rowen postulated, “they move past a brand like Uniqlo pretty quickly.” Americans are perhaps willing to embrace invisibility only until they are rich enough to want to be seen.

You could probably also fashion a similar argument around housing preferences. The Japanese are known for their minimalist houses, as well for completely different views on housing in general. But we shouldn't forget that good minimalism is expensive. Remember: "Only the rich can afford this much nothing." Maybe that's what Uniqlo needs to do in America. The problem is that its nothingness isn't expensive enough.

Back in 2018, Amazon opened its first cashier-less grocery store. The technology -- which it later branded as "Just Walk Out" -- was intended to allow customers to do exactly that. All you had to do was put items into your cart and walk out of the store. And then, through the magic of sophisticated computer vision, machine learning, and lots of sensors, you would be billed and sent a receipt.

However, this month the company announced that it will be moving away from this technology, and instead focusing on its Dash Carts (more on this shortly). It turns out that the technology wasn't nearly automated enough.

Last year, The Information reported that "Just Walk Out" was relying on at least 1,000 off-site workers in India to constantly review video footage and figure out who had bought what. This is why it apparently took so long to receive a bill sometimes; humans far away were working to figure out if that was a persimmon in your hand, or a tomato.

I'm not an expert on this space, but I'm guessing it is not (yet) feasible to do what Uniqlo and other retailers now do with their supply chains and checkouts. So this was the workaround. Whatever the case, Amazon has now said that it will be focusing on its Dash Carts, which are kind of like roaming checkout counters. They come with screens and scales for weighing things.

Obviously the ideal solution is to not have to do or scan anything. But being able to avoid check-out lines still feels like meaningful progress. I just wonder if these smart carts will encourage or discourage spending. Because now everyone will have a live receipt in front of them. That might discourage spending unless you can offset it with rewards and/or other incentives.

I did something this week that I don't often do: I shopped for (non-grocery) things in person. Like, in a physical store. So I recognize that this isn’t entirely bleeding edge. Still, I am thoroughly impressed by the self-checkout process at Uniqlo.

All of their items now include RFID tags, which means you don’t need to scan anything. You just place your basket or items down, and then everything shows up automatically on the screen. Done. The most frictionless checkout that I have ever experienced.

My understanding is that this was done more for supply chain management and that it is now possible because the cost of these tags have come down to something like a few cents per unit; but the added benefit is that they have greatly improved checkout throughput and the overall experience.

This has been a part of the promise of RFID tags for many years. And this week I experienced it IRL for the first time. It was awesome. Now I hope this same experience comes to grocery stores in the near future.

Fashion, like architecture, says a lot. It is, according to Wikipedia, an "aesthetic expression at a particular time, place and in a specific context." So it's interesting to consider how fashion might translate, and not translate, around the world. This recent article by The Economist, called "The United Nations of Uniqlo," offers up one comparison, albeit a generalized one, between Japanese and American clothing preferences. (It's an article about the Japanese fashion label Uniqlo.)

Japan:

At first glance there seems nothing obviously Japanese about Uniqlo’s wares. But a strong strain of minimalism pervades Japanese culture. Buddhism remains an important influence on Japanese society even in an increasingly secular age, and among its core tenets are renunciation and detachment – concepts that mean being able to suppress one’s lust for the material elements of daily life. Mario Praz, an Italian critic, contrasts the Japanese style with the suffocating abundance of Victorian interiors in Europe and America which, he says, stemmed from horror vacui (fear of emptiness). More recently, young people in the West have also grown less enamoured with acquiring stuff, hence the widespread popularity of another Japanese export: Marie Kondo, a professional declutterer.

America:

The American market has proved harder to crack. The 56 Uniqlo stores in America fall far short of Yanai’s plan, in 2012, to open 200 there. They still operate at a loss. “When you think about the American market, you don’t always think of subtlety,” said Steve Rowen of Retail Systems Research, a consultancy. “This is a social-climber society. Even if you want to fly under the radar, there still has to be some indication that you’re fashion forward.” Once that urban millennial with a starter job begins to make real money, Rowen postulated, “they move past a brand like Uniqlo pretty quickly.” Americans are perhaps willing to embrace invisibility only until they are rich enough to want to be seen.

You could probably also fashion a similar argument around housing preferences. The Japanese are known for their minimalist houses, as well for completely different views on housing in general. But we shouldn't forget that good minimalism is expensive. Remember: "Only the rich can afford this much nothing." Maybe that's what Uniqlo needs to do in America. The problem is that its nothingness isn't expensive enough.