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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Alexa Follow-Up; Alexa vs Cortana, Siri, Google Assistant; Medium Retrenches
Why voice is the interface of the future, and comparing Alexa to Cortana, Siri, and Google Assistant. Then, Medium retrenches.
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Alexa: Amazon’s Operating System
Money is made at chokepoints, and the most valuable chokepoints are operating systems; Amazon is building exactly that with Alexa.
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Tech and Trump: The Meeting, Google Self-Driving Cars = Waymo, Uber Deploys Self-Driving Cars in San Francisco
The rhetoric of the president-elect in his meeting with technology executives was more worrying that it appears. Then, Google is forcing its self-driving car initiative to actually build a business, while Uber launches self-driving cars in San Francisco in the most Uber way possible.
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Tech and Trump, Tech and Politics
Tech executives are meeting with Trump, and it’s the right decision; now is the time, though, to establish the conditions when opposition is appropriate. Then, why technologists should not outsource politics.
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The State of Technology at the End of 2016
The annual Stratechery review of the state of technology, and call to build products that unlock human potential
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OpenAI Universe and DeepMind Lab, Amazon Go
OpenAI and DeepMind released broadly similar products that speak to their different approaches, but what is most interesting from a business perspective are products like Amazon Go.
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Amazon Re:Invent; Google vs AWS vs IBM vs Microsoft; Stratechery Gifts, Schedule, Subscription Switching
Some Stratechery announcements around gifts, schedule, and subscription switching, then a reminder that AWS is still the clear leader in the cloud, and why Google has a customer service challenge
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How Google Is Challenging AWS
AWS seems to have a dominant position in enterprise computing, but Google is trying to change the rules to favor their inherent strengths.
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Why Apple Shouldn’t Buy Netflix, Amazon Earnings
A follow-up to yesterday’s weekly article that Apple Should Buy Netflix, then a look at Amazon’s earnings.