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Companies

Amazon

  • AB 5 and Health Care, Project Connected Home Over IP, Ecosystem Pragmatism

    A more flexibility economy would benefit from a stronger safety net. Then, a new standard that actually has real potential. It’s a win for some companies, but questionable for others.

  • AWS re:Invent; Transformations, Transitions, and Databases; Amazon Outposts

    The AWS re:Invent keynote was quite compelling, as Amazon made the case for enterprises to not simply transition to the cloud but to transform their approach to IT — which, of course, favors Amazon.

  • Portability and Interoperability

    Data portability is friendly to consumers, but it has very little to do with encouraging competition, at least relative to interoperability.

  • Facebook Pay, Google Checking, Tech Company Differences

    Facebook announced Facebook Pay, which is far different from Libra. Then, Google is apparently getting into checking, which leads to a question of motivations: each of the tech companies are approaching financial services from a different angle.

  • Amazon Earnings, AWS Concerns, Google Earnings

    Amazon’s earnings are encouraging because profits are down. Still, there is reason for concern around AWS. Then, Google’s top-line continues to impress, but the company continues to waste huge amounts of money, hurting the bottom line.

  • Microsoft Wins JEDI Contract, Microsoft Versus Amazon, Microsoft Earnings

    Microsoft won the JEDI contract with the Department of Defense under questionable circumstances, which shouldn’t disguise the fact that Microsoft had a compelling case. Then, Microsoft’s earnings are impressive but too vague.

  • Beachheads and Obstacles

    Facebook and Amazon had events on the same day for Oculus and Alexa. Both are driven by lessons from the mobile era, but Amazon seems to have learned more than Facebook.

  • Day Two to One Day

    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 the other big tech companies?

  • Apple Updates Siri Policy, The Missed Middle Way, Alexa and Automobiles

    Apple has updated its Siri policy, but misses a middle way on privacy that Amazon gets right. Then, Alexa has an opening in cars, but probably not for long.

  • The WeWork IPO

    The WeWork IPO is defined by audaciousness and excess, all of which is driven by unlimited access to capital.