Shopify’s earnings were disappointing; worse, they were confusing. The company knows its mission, but needs to clarify its strategy
Amazon messed up its capacity planning and the result was a big loss; CEO Andy Jassy seems focused on scalability above everything else.
Amazon’s new Buy With Prime announced the arrival of Amazon Logistics as a Service, and is a big red flag for Shopify.
Amazon launches its streaming gaming service with a Prime tie-in; then Apple stops selling hardware in Russia, but didn’t take down the App Store. Both make sense.
Shopify should build an advertising business to complement Shop Pay and the Shopify Fulfillment Network
Breaking down what is going wrong with Peloton’s business, and why it might make sense to go in the opposite direction.
Foillow-up on Digital Advertising in 2022, plus Monday’s Daily Update about Spotify.
The advertising has shifted from a Google-Facebook duopoly to one where Amazon and potentially Apple are major forces.
Amazon’s logistics investment makes the company increasingly attractive to 3rd party merchants.
AWS re:Invent keynote, with new CEO Adam Selipsky, charted a different path than that taken by Andy Jassy. Plus, the new announcements that caught my eye.