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…
-
AWS Follow-up; Tesla Powerwall; Google, LinkedIn, and Playing Nice
Today’s Daily Update includes: – Follow up on yesterday’s post on AWS, including why Amazon still worries me – An overview of the Tesla Powerwall and what kind of company Tesla is – A discussion about Google’s real estate set-back in Mountain View and the bigger question about where the company is going — and why
-
The AWS IPO
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 already very profitable indeed is a really big deal both for AWS but also for Amazon itself.
-
Getting Amazon (Partly) Wrong, Xiaomi in India
-
Daily Update: Amazon, Microsoft, and Google Earnings
-
Daily Update: Tidal and Telling the Same Story, The Brilliant Amazon Dash Button, Amazon Dash Replenishment Service
-
Daily Update: Microsoft is Rebuilding Office, Amazon Home Services
-
Daily Update: Was I Wrong About Cyanogen?, Weekly Wrap-Up
-
Daily Update: The Trouble with Amazon, China’s E-Commerce Battle, Asia’s Advantage
-
Daily Update: Google’s Earnings, Amazon Earnings (and WorkMail)