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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AppLovin Offers to Buy Unity, Roblox Earnings, Amazon Buys iRobot
More Unity drama, which validates the ironSource deal. Then, games might not be recession proof, and why Amazon bought iRobot.
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Amazon Acquires One Medical, One Medical Allure, Reasons for Skepticism
Amazon acquired One Medical, emphasizing its commitment to the health care space; what are the reasons for both optimism and skepticism?
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Aggregation Follow-up, Netflix’s Ad Partners
Follow-up to Spotify, Netflix, and Aggregation, and why brand advertising makes sense for Netflix.
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Shopify Earnings, Shopify Acquires Deliverr, Shopify and Buy With Prime
Shopify’s earnings were disappointing; worse, they were confusing. The company knows its mission, but needs to clarify its strategy
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Amazon Earnings, Amazon’s Costs, Amazon Closes Stores
Amazon messed up its capacity planning and the result was a big loss; CEO Andy Jassy seems focused on scalability above everything else.
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Beyond Aggregation: Amazon as a Service
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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Amazon Launches Luna, Apple and Russia
Amazon launches its streaming gaming service with a Prime tie-in; then Apple stops selling hardware in Russia, but didn’t take down the App Store. Both make sense.