February 2018
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Shipping With Amazon, FBA Onsite, Uber and Waymo Settle
Amazon is unsurprisingly moving into logistics. It is another announcement, though, that explains the orthogonal way they are doing so. Then, Uber and Waymo settle in a win-win.
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Exponent Podcast: The Products They Built Along the Way
On Exponent, the weekly podcast I host with James Allworth, we discuss Apple’s Middle Age. Listen to it here.
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Apple Follow-Up, Apple Earnings, Sony CEO Kazuo Hirai Steps Down
Is Apple setting itself up for disruption, or will its integration lead to more markets? Its earnings offer evidence in both directions, and worrisome China results. Then, Kazuo Hirai steps down after setting Sony on the only sustainable path.
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Apple’s Middle Age
For Apple, hitting middle age means a strategy primarily focused on monetizing its existing customers. It makes sense, but one wonders what happens next.
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Exponent Podcast: Amazon and Health Care
On Exponent, the weekly podcast I host with James Allworth, we discuss Amazon Health. Listen to it here.
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Google Earnings, Amazon Earnings
Google gives greater clarity to its acquisition costs, and cloud continues to grow. Amazon, though, still has a big lead, funding the rest of the company (still).