Amazon
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Amazon’s new Buy With Prime announced the arrival of Amazon Logistics as a Service, and is a big red flag for Shopify.
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Jeff Bezos is retiring, and will go down as one of the great CEO’s in tech history, in part because of how he transformed Amazon into a tech company in every respect.
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Amazon.com was showing signs of being a Day Two company, including the alleged manipulation of search. There is reason, though, to be optimistic that the company has gotten back to Day One. Plus, where are…
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Money is made at chokepoints, and the most valuable chokepoints are operating systems; Amazon is building exactly that with Alexa.
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Amazon is building a lot of businesses that look like AWS: taxes on major industries that work to everyone’s benefit. The reason, though, is that AWS is a lot like Amazon itself.
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AWS has long been a question mark when it comes to Amazon: it’s a good idea, and it makes money, but like it’s parent company, will it ever be profitable? The revelation that AWS is…
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Netflix to Sell Streaming Services?, Streamers as Aggregators, Revisiting Roku
Netflix is considering selling other streaming services, and I think it’s a good idea; it’s also a let-down for Netflix’s original goals and potential pivots.
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Nvidia’s Risky Business
Nvidia is finding new ways for its customers to raise money, and it’s expanding the risk of the AI buildout significantly.
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Apple Earnings, More on Amazon’s Earnings
Apple’s earnings (and stock) are limited not by memory but rather chip shortages; then, more on Amazon’s earnings and Andy Jassy’s market analysis.
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Google Earnings, The Frontier Case, Amazon Earnings
Google’s earnings seemed to confirm the Anthropic hedge; it was Andy Jassy who explained why their — and Amazon’s — capex was justifiable.
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Nvidia Earnings, The AI Stack, Nvidia’s New Reporting
Nvidia is changing its reporting to delineate between hyperscaler sales — where Nvidia is fighting commoditization — and everyone else, where Nvidia runs the whole stack.
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Amazon Earnings, Trainium and Commodity Markets, Additional Amazon Notes
Amazon’s earnings suggest that the shift away from training towards inference and agents means their bet on Trainium is paying off. Plus, additional notes on ads, agents, and sports rights.