E-Commerce
-
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.
-
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.
-
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.
-
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.
-
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?
-
Amazon Opens Physical Bookstore, The iPad Pro’s Half Launch
Amazon’s physical bookstore is first and foremost an experiment. However, it’s worth considering how it fits into Amazon’s measurement of success. Then, the iPad Pro launched, but not its accessories. It’s part of a worrying trend.
-
Amazon’s Transformation, Continued; Microsoft’s Transformation…and Threat
As predicted last quarter, AWS is increasingly the engine driving Amazon’s financial results. However, there is evidence the e-commerce side is changing as well. Then, Microsoft has completely changed itself over the last few years, but the company is not out of the woods just yet.
-
Amazon to Stop Selling Chromecast, Apple TV; Google’s New Hardware
There are lots of reasons why Amazon may have decided to stop selling the Apple TV and Chromecast; the true answer probably is a little bit of each. Plus, Google announced new devices, and it wasn’t that exciting.