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Grocery purchases on Amazon have more than doubled in 10 years

37% of US Amazon customers included traditional grocery store items in their most recent order.

Rani Molla

Getting people to buy grocery items online has long been a tall order. But it’s one that Amazon may be on the cusp of cracking.

Last week, the e-commerce giant sent fear through the hearts of grocery store investors when it announced that Prime subscribers across the country could access free same-day delivery for perishable grocery items for the first time. “This marks one of the most significant grocery expansions for Amazon,” the company said.

New data shared by Consumer Intelligence Research Partners (CIRP) shows that 37% of US Amazon customers purchased traditional grocery store items — perishable and nonperishable — in their latest order. That’s up 7 percentage points from five years ago and is more than double what it was a decade ago, according to the firm’s surveys.

While only a small percentage of those grocery items likely included perishables — the share of grocery shoppers on Amazon who used Amazon Fresh as a delivery method was just 3% — any headway into the grocery category is major.

“It’s not easy to persuade US consumers to change grocery buying habits, much less to persuade them to buy that stuff online and get it delivered, so that’s quite an achievement,” CIRP partner and cofounder Michael Levin told Sherwood News.

Amazon’s latest announcement will only send its portion of the grocery store market up.

“Since the early days of supermarkets, premium perimeter offerings bring in customers who then shop the center-of-the-store,” the CIRP report reads, noting that Amazon has taken the opposite approach with perishables. “Amazon is gaining center-of-the-store market share to tee up its ultimate perimeter business.”

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Report: Anthropic cuts off xAI’s access to its models for coding

Competition between the top AI companies is fierce. Top employees are being poached, and companies are training their AI on competitors’ models to stay ahead of the pack.

Anthropic is taking steps to make sure it’s not helping the competition in any way. According to tech reporter Kylie Robison, this week Anthropic cut access to xAI developers who were using its Claude models for coding via the popular Cursor AI coding tool.

Robison reports that xAI cofounder Tony Wu told his team in an email:
“This is a both bad and good news. We will get a hit on productivity, but it rly pushes us to develop our own coding product / models.”

Robison reports that xAI cofounder Tony Wu told his team in an email:
“This is a both bad and good news. We will get a hit on productivity, but it rly pushes us to develop our own coding product / models.”

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xAI’s revenue is growing, but so are its staggering losses

Good news: xAI’s revenue nearly doubled to $107 million in the third quarter compared to the second.

Bad news: Its net losses grew to $1.46 billion in Q3, up from $1 billion in the first quarter, and more than 13x revenue, Bloomberg reports.

The company, which is currently worth north of $230 billion, is burning through staggering amounts of cash — nearly a billion dollars a month — in service of building data centers and developing what it calls “self-sufficient” AI that can one day power robots like Tesla’s Optimus. Meanwhile, its revenue still looks more like that of a midsize startup than a tech giant.

Despite receiving more yes than no votes, Tesla’s board didn’t approve a shareholder proposal to invest in xAI, leaving a more formal relationship between the companies unresolved, even as xAI continues to burn cash at a pace that will require steady access to outside capital.

Of course, Elon Musk’s AI company is already deeply financially intertwined with his EV company. In 2024, xAI spent nearly $200 million, largely on Tesla Megapack batteries — a figure that appears to have grown significantly in 2025.

The company, which is currently worth north of $230 billion, is burning through staggering amounts of cash — nearly a billion dollars a month — in service of building data centers and developing what it calls “self-sufficient” AI that can one day power robots like Tesla’s Optimus. Meanwhile, its revenue still looks more like that of a midsize startup than a tech giant.

Despite receiving more yes than no votes, Tesla’s board didn’t approve a shareholder proposal to invest in xAI, leaving a more formal relationship between the companies unresolved, even as xAI continues to burn cash at a pace that will require steady access to outside capital.

Of course, Elon Musk’s AI company is already deeply financially intertwined with his EV company. In 2024, xAI spent nearly $200 million, largely on Tesla Megapack batteries — a figure that appears to have grown significantly in 2025.

tech

Apple’s hardware chief is the front-runner to be the next CEO

The New York Times is the latest news organization to cite Apple sources who think the company’s hardware chief, John Ternus, will be the one to fill CEO Tim Cook’s shoes. Citing people close to Apple, the publication reports that Cook is “tired and would like to reduce his workload” and that 50-year-old Ternus is the most likely to take his place, as the company accelerates its succession planning.

The Times is in good company. Both the Financial Times and Bloomberg have previously said Ternus is the top pick to succeed Cook at the helm of the tech giant, and Ternus is currently enjoying the top spot on prediction markets. His market-implied odds of being the next CEO are currently above 60% on both Polymarket and Kalshi event contracts.

The Times is in good company. Both the Financial Times and Bloomberg have previously said Ternus is the top pick to succeed Cook at the helm of the tech giant, and Ternus is currently enjoying the top spot on prediction markets. His market-implied odds of being the next CEO are currently above 60% on both Polymarket and Kalshi event contracts.

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