E-Commerce
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Brexit and Tech: The Narrow View, HBO Versus Netflix, Amazon Dash Buttons
There is a broader story to be told about Brexit and tech, but today the narrower view of its impact. Then, why Netflix and HBO are different, and how Amazon’s Dash buttons demonstrate the company’s strength and the CPG industry’s weakness.
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Jeff Bezos at the Code Conference, Recent Amazon News
Jeff Bezos gave a great interview at the Code Conference, and while the whole thing is worth watching, I wanted to highlight a few items that touched on Stratechery topics. Plus, three recent Amazon stories that show how the company is winning.
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Amazon Private Label, Facebook Audience Network Adds Video Ads
The idea of private labels aren’t new, but Amazon is uniquely positioned to profit from them. Then, the Facebook Audience Network is getting some deserved attention
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Amazon Earnings, Amazon’s Cloud War
Amazon’s earnings were even better than reported: it looks like the retail business is gaining real economies of scale, and AWS was even stronger than it appeared.
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The Amazon Tax
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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Condé Nast, Hearst Form Joint Venture; Stripe Atlas; An Interview with Stripe CEO Patrick Collison
This Daily Update is about Stripe Atlas, but first a detour to discuss an interesting partnership between Condé Nast and Hearst. Then, and interview with Stripe founder and CEO Patrick Collison.
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The FANG Playbook
The FANG companies — Facebook, Amazon, Netflix, and Google — are far more similar than you might think. Their rise in value is no accident, and it is connected to Aggregation Theory.
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Amazon Unveils New Drone Video, Amazon Flying Airplanes?, Amazon the Logistics Company
Amazon is showing off drones, and may even be flying airplanes. Are we sure this is a retail company?