E-Commerce
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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.
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Amazon Earnings, Amazon Logistics Services?, Netflix Earnings
A follow-up on The Athletic’s potential and challenges, then Amazon’s earnings and the mystery of its increased investment. Then, a reminder of why Amazon is a threat to Netflix in the long run.
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Alexa and Operating Systems, Privacy, and Integration; Spotify Follow-up
Three Alexa stories point towards Amazon’s drive — and challenges — in building the operating system of the home. Then, Spotify doesn’t create fake music, it just gives consumers what they want.
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Google’s Precedent Problem, Five Stories In Brief
Leaving aside whether or not the European Commission decision is justifiable, it has been made, and Google has a big problem on its hands. Then, five stories in brief on Amazon, Ransomware, Blue Apron, Nintendo, and car rental companies.
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Mark Zuckerberg: Politician, not President, EU to Fine Google, Amazon Prime Wardrobe
Mark Zuckerberg may be acting like a politician, but I highly doubt he is running for President. Then, Google will be fined by the EU, and Amazon launched Prime Wardrobe
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Acquisitions and Network Effects, Antitrust and Network Effects, The Saga of Whole Foods
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.