ontap.daily (May 5th 2026)

In today's episode, John unpacks a series of major infrastructure moves reshaping the eCommerce landscape. Amazon has opened its entire logistics network: fulfilment centres, freight, air cargo, and last-mile delivery to any business, not just marketplace sellers. It's the AWS playbook applied to supply chain, and it could transform how mid-market and DTC brands think about logistics. Meanwhile, GameStop made headlines with a $55.5 billion unsolicited bid for eBay, pitching a collectibles-focused merger that would use its store fleet as a fulfilment network. John explores the strategic logic and the questions that remain unanswered.Amazon Supply Chain Services (ASCS) launch, what it includes and the dependency risks merchants should considerGameStop's bold $56B bid for eBay and the collectibles strategy behind itTarget's new $265M "Receive Centre" concept for supply chain flexibilityWhy AI visibility is replacing traditional SEO as the primary discovery channelGoogle Search Console's year-long data logging fix and what it means for your historical dataSaks Global's planned bankruptcy exit and Gap's AI-powered supply chain traceabilityThe common thread: infrastructure as the new competitive battlegroundFor more insights and to connect with the On Tap team, visit www.ontapgroup.com.