An interview with Instacart CEO Fidji Simo about Instacart and why she believes it is a generational company.
Senator Warren’s proposal about how to regulate tech is wrong about history, the source of tech giant’s power, and the fundamental nature of technology itself. That doesn’t mean there aren’t real problems — and potential solutions — though.
Companies succeed or fail not based on technology but rather according to their ability to integrate within their value chains.
Walmart’s earning suggest that the company’s online grocery business is doing well, even while Amazon struggles. This is not a surprise, given the two companies points of integration.
The Disney-21st Century Fox was certainly the biggest acquisition that happened last week, but it wasn’t the only one. Netflix may loom large, but Amazon arguably looms larger.
Acquisitions that make sense involve network effects; that is why the long-term future of antitrust is about network analysis (not that it will affect this deal). Plus, John Mackey’s pragmatic fit with Amazon.
The key to understanding Amazon’s purchase of Whole Foods is to understand that Amazon didn’t buy a retailer: the company bought a customer.