E-Commerce
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South Dakota v. Wayfair, and Amazon; Wayfair’s Unintended Consequences; Ohio v. American Express, and Tech
Two Supreme Court decisions have an impact on tech: first, states can collect sales taxes on e-commerce, and second, the burden of proof for antitrust just got higher.
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Platforms Versus Aggregators, What About Amazon?, Walmart Buys Flipkart
Tech’s two philosophies are also about the difference between platforms and aggregators, but even that has its own divisions. Amazon falls on both sides of the divide. Plus, why Walmart’s Flipkart purchase makes no sense.
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Softbank and Sprint, Amazon Earnings, Jeff Bezos’s Letter and Interview
Sprint and the problem of fixed costs, Amazon and the advantage of fixed costs, and Jeff Bezos’ fundamental optimism
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Shipping With Amazon, FBA Onsite, Uber and Waymo Settle
Amazon is unsurprisingly moving into logistics. It is another announcement, though, that explains the orthogonal way they are doing so. Then, Uber and Waymo settle in a win-win.
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Google Earnings, Amazon Earnings
Google gives greater clarity to its acquisition costs, and cloud continues to grow. Amazon, though, still has a big lead, funding the rest of the company (still).
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Target Buys Shipt, Why Target?, The Expansion of Amazon Basics
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.
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Stitch Fix and the Senate
Stitch Fix is a perfectly fine company that is a big startup success, in part because it paid attention to costs. It is very problematic that the Senate is threatening that, and potentially entrenching incumbents.
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Netflix Follow-up, Sonos + Alexa, MongoDB IPOs
Netflix cancels its non-evergreen content, and isn’t really relevant to Nielsen. Then, a Sonos and Alexa partnership makes sense for both sides, and MongoDB has a thoroughly modern IPO.