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Latest Podcast

Companies

Amazon

  • In Defense of The New York Times

    Amazon and The New York Times had a fascinating exchange this week, on Medium of all places. What that exchange represents — the search for truth, now open to anyone — is far more important than the particular article in question.

  • AWS Re:invent, Pure Storage IPOs, Dell to Buy EMC; Enterprise Disruption; Dell’s Logic

    Three news events from last week — Amazon’s AWS conference, the Pure Storage IPO, and Dell’s plan to buy EMC — make for a text case of disruption in all its forms.

  • Amazon to Stop Selling Chromecast, Apple TV; Google’s New Hardware

    There are lots of reasons why Amazon may have decided to stop selling the Apple TV and Chromecast; the true answer probably is a little bit of each. Plus, Google announced new devices, and it wasn’t that exciting.

  • The AWS Platform, The Liability Shift Has Arrived, Samsung Pay Launches in the U.S.

    With all the talk of platforms I’d be remiss in discussing what may be the most vibrant platform of all: AWS. Then, the liability shift arrives today, and a surprising number of merchants aren’t ready. Maybe Samsung Pay had the right strategy after all…or maybe not.

  • The Amazon Fire Lineup, The Apple TV, Cable’s User Experience Advantage

    An overview of Amazon’s new fire lineup and how it fits with the company’s overall strategy, an overview of the Apple TV from last week’s event, and a discussion about the fundamental challenge facing all of these TV boxes.

  • Medium and the Publishing Long Tail, Content Blockers and Facebook, Amazon Prime and the Washington Post

    A bit of follow-up on yesterday’s post Popping the Publishing Bubble, and why Medium is potentially trying to replicate Stripe’s strategy. Plus, the key decision-maker when it comes to ad-blocking is Facebook, and it’s not at all clear what they will do. Finally, an experiment from Jeff Bezos with the Washington Post and Amazon Prime.

  • Amazon Retrenches on Hardware, Apple to Create Original Programming?

    Amazon is making big changes at Lab126, its hardware subsidiary, after the Fire phone flop. I think it’s a fantastic sign for the company going forward. Plus, Apple is reportedly thinking about getting into original content; there are both optimistic and pessimistic spins to put on this, but ultimately I think it’s a bad idea.

  • Aggregation and the New Regulation

    Because of the Internet realities described by Aggregation Theory a smaller number of companies hold an increasing amount of power. However, an increasing focus on market forces reduces the latitude for bad behavior, and the incentives — and means — to hold those companies to account are greater than ever.

  • Amazon Continued and the Role of Journalism, Three Streaming Developments: HBO, Amazon Prime, and ESPN

    The Amazon story continues, and it is striking how there is zero common ground between people who work in tech and the journalists who cover it. Will this mark a shift in the relationship? Plus, what HBO’s Sesame Street deal, Amazon’s Top Gear deal, and NBC’s Premier League deal say about the future of streaming.

  • The New York Times on Amazon, Jeff Bezos’ Email, Why Work for Amazon

    The New York Times has a very in-depth critique of Amazon’s work culture. Some of what was reported was truly deplorable, and Jeff Bezos wrote that he agrees; other parts, though, deserve a much more nuanced and respectful discussion than what the New York Times provided.