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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An Interview with Matthew Belloni About Hollywood’s Streaming Struggles
An interview with Matthew Belloni about his career, Puck’s business model, and all of the mistakes Hollywood made over the last decade. Then, how sports, tech, and the future will impact the industry.
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The NBA and Warner Bros. Discovery, Amazon and Microsoft Earnings
The NBA’s next TV deal is coming into focus, and it looks like the last stop on the cable train; then, vignettes from Microsoft and Amazon earnings calls.
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An Interview with Michael Morton About E-Commerce Winners and Losers
An interview with Michael Morton about Shopify’s enterprise business, Amazon’s long-term dominance, and host of other e-commerce topics.
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The Status of Just Walk Out, TSMC Gets CHIPS Act Grant
Amazon’s “Just Walk Out” technology is being scaled back, but it’s not a total failure. Then, the CHIPS Act seems to be doing its job.
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Mistral, Microsoft’s Investment, Generative AI and Customer Support
Mistral is building foundational models in Europe, but Microsoft’s investment is a reminder that GPU is still the point of leverage. Then, customer support is an obvious AI use case that is already gaining traction.
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An Interview with Netflix co-CEO Greg Peters About Strategy and Execution
An interview with Netflix co-CEO Greg Peters about owning the customer relationship, Netflix culture and execution, advertising, games, and content strategy.
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Amazon and Diamond Sports, Netflix and WWE
Amazon has made a deal with Diamond Sports and their regional networks, while Netflix has signed up WWE for its first “sports” rights content.