Welcome to yet another insightful edition of Market Mosaic.
This week, we follow the one blind spot every AI tool in your business shares, why it matters for the decisions you make, and a few signals worth your attention.
We are also opening a limited number of free early-access spots for Sena, our decision intelligence system. Grab one here.
Now, let's dive into the insights.
Insights Team, Rwazi
Technology
Economy
Consumer Universe
Supply Chain
Your AI knows what the internet knew
Every serious team now has AI in the building. The question quietly shifted from "do we have access" to "can we trust what it tells us about our market."
But here's the catch: most teams haven't named it yet. These tools are brilliant at reasoning over what's already been written down. They're blind to everything that hasn't.
For real-time decisions about a market, the most important evidence often isn't yet in any database.
Key Insights 💡
For any team trusting AI with a real decision, the question isn't how smart the model is. It's whether it can see what's happening now, and whether it tells you when it can't. See what that looks like on a decision you're weighing.
Meet Sena, your decision intelligence system for what your AI can't see
That blind spot we opened with is exactly what we built Sena to close. And we are handing a small group of Market Mosaic subscribers the keys to the door for free.
The deal: book a call with our team, bring one real decision you are weighing, like a market share, marketing ROI, a scenario you can't get clean numbers on, and we will put Sena to work on it with you, live.
You see what it surfaces from your own data and the real-world signals your other tools can't reach.
Amazon just took the top spot from Walmart
Data visualisation for Market Mosaic by Rwazi Insights
For the first time in more than a decade, Walmart is no longer America's biggest company by revenue. Amazon has claimed the top spot after generating $717 billion in fiscal 2025.
Online stores stayed its largest segment, but the fastest growth came from advertising and Amazon Web Services, its cloud and AI infrastructure division.
Key Insights 💡
The companies climbing the revenue ranks are doing it on their highest-margin, data-and-infrastructure businesses, not their original core. Watch where a company, not where its name was made. Curious where yours is really coming from? Let's look together.
The value-seeker is now the mainstream consumer
According to our data analysis, 47% of consumers globally, including 35% of high-income households, now behave as value seekers, regularly trading convenience for lower cost.
Price-value scrutiny has moved up the income ladder, and it isn't retreating with inflation.
For brands, the reflex to protect margin with premium positioning alone no longer holds the top of the market. The case for value now has to be explicit, even to the customers who used to pay without checking.
Key Insights 💡
Premium positioning alone won't hold the high-income segment anymore. The brands keeping those customers are the ones making the value case directly, not assuming loyalty covers it. Want to see how your customers are shifting?
Everyone's rebuilding their supply chain. Almost no one can see across it.
Tariffs and trade volatility have prompted retailers to undertake the biggest sourcing rethink in years.
According to our data analysis, 87% plan to run nearshoring pilots in Mexico or Central America within two years, and most are moving away from single-country dependence toward layered, regional sourcing.
The catch is execution. Many struggle to align their IT systems, order management, warehouse, and transport platforms for real-time fulfilment across multiple nodes.
Key Insights 💡
The bottleneck in this rebuild is visibility. You can redraw the map, but if your systems can't see across it in real time, you're flying the new route blind. The same gap that limits your AI limits your supply chain. See what closing it looks like.
The IT strategy every team needs for 2026
2026 will redefine IT as a strategic driver of global growth. Automation, AI-driven support, unified platforms, and zero-trust security are becoming standard, especially for distributed teams. This toolkit helps IT and HR leaders assess readiness, define goals, and build a scalable, audit-ready IT strategy for the year ahead. Learn what’s changing and how to prepare.
QBR prep used to take a week. Viktor writes the brief, drafts the deck, pulls the receipts. The AI employee in Slack and Microsoft Teams. 3,000+ integrations including every CRM and support tool. Get Started for Free
