Amazon
-
Amazon’s new Buy With Prime announced the arrival of Amazon Logistics as a Service, and is a big red flag for Shopify.
-
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.
-
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…
-
Money is made at chokepoints, and the most valuable chokepoints are operating systems; Amazon is building exactly that with Alexa.
-
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.
-
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…
-
Target Buys Shipt, Why Target?, The Expansion of Amazon Basics
The Disney-21st Century Fox was certainly the biggest acquisition that happened last week, but it wasn’t the only one. Netflix may loom large, but Amazon arguably looms larger.
-
AWS Fargate and Kubernetes Support, Embrace and Extend, AWS’s Execution Advantage
AWS announced Kubernetes support, which seems to fulfill Google’s strategic objectives: strategy without execution, though, can turn the tables.
-
Netflix Follow-up, Sonos + Alexa, MongoDB IPOs
Netflix cancels its non-evergreen content, and isn’t really relevant to Nielsen. Then, a Sonos and Alexa partnership makes sense for both sides, and MongoDB has a thoroughly modern IPO.
-
Alexa and Cortana, Apple Moves Siri, Tim Cook’s Blindspot
Alexa and Cortana’s partnership makes sense when you consider the company’s business models, goals, and partnership impetus (and it shows why Apple and Google won’t come along). Then, why Siri’s reorganization won’t help much.
-
Amazon Earnings, Amazon Logistics Services?, Netflix Earnings
A follow-up on The Athletic’s potential and challenges, then Amazon’s earnings and the mystery of its increased investment. Then, a reminder of why Amazon is a threat to Netflix in the long run.
-
Alexa and Operating Systems, Privacy, and Integration; Spotify Follow-up
Three Alexa stories point towards Amazon’s drive — and challenges — in building the operating system of the home. Then, Spotify doesn’t create fake music, it just gives consumers what they want.
-
Google’s Precedent Problem, Five Stories In Brief
Leaving aside whether or not the European Commission decision is justifiable, it has been made, and Google has a big problem on its hands. Then, five stories in brief on Amazon, Ransomware, Blue Apron, Nintendo, and car rental companies.