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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Semil Shah: How FANGAM Impacts Startups, How Startups Adjust to FANGAM, Investing in a FANGAM World
Ben is on vacation, so Semil Shah wrote a guest post about startups in a world dominated by FANGAM: Facebook, Amazon, Netflix, Google, Apple, and Microsoft.
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The FANG Playbook
The FANG companies — Facebook, Amazon, Netflix, and Google — are far more similar than you might think. Their rise in value is no accident, and it is connected to Aggregation Theory.
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Apple Drops Planned Live TV Service, YouTube’s Top Ten Videos of 2015, Apple and the NFL?
Apple gives up on its rumored live TV service, which should come as no surprise to Stratechery readers. YouTube’s top video list is a hint as to why. Might apple bid on the NFL to get the train rolling?
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Amazon Unveils New Drone Video, Amazon Flying Airplanes?, Amazon the Logistics Company
Amazon is showing off drones, and may even be flying airplanes. Are we sure this is a retail company?
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Amazon Opens Physical Bookstore, The iPad Pro’s Half Launch
Amazon’s physical bookstore is first and foremost an experiment. However, it’s worth considering how it fits into Amazon’s measurement of success. Then, the iPad Pro launched, but not its accessories. It’s part of a worrying trend.
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TensorFlow and Monetizing Intellectual Property
Google has said repeatedly that machine learning is key to their future. Why, then, did they open source the secret sauce? Is it a mistake, or are there lessons to be learned for IP creators everywhere.
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Amazon’s Transformation, Continued; Microsoft’s Transformation…and Threat
As predicted last quarter, AWS is increasingly the engine driving Amazon’s financial results. However, there is evidence the e-commerce side is changing as well. Then, Microsoft has completely changed itself over the last few years, but the company is not out of the woods just yet.