E-Commerce
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Stripe Relay, Stripe’s Differentiation and Challenges, Mobile E-Commerce and Relay
The launch of Stripe Relay gives me an occasion to cover Stripe for the first time, how it succeeded, its challenges living up to its valuation, and why Stripe Relay could be an important step in that regard
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Amazon’s Transformation, The Apple Music Backlash
Amazon turned a surprising profit: was it on purpose? More importantly, what does it say about the fundamental nature of Amazon as a company and as an investment? Plus, why the Apple Music backlash shouldn’t be a surprise, and a survey about meet-ups for this summer.
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Google’s Impressive Earnings, Ebay’s Uncertain Future
Google had great results that were impressive not just from a dollars and cents perspective, but also from a strategic perspective. Plus, brief thoughts on Ebay as it spins off Paypal.
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Google’s Integration of Retail and Hotels, Facebook Page Shops, Netflix’s Earnings
Google’s “buy button” for ads and experiments in hotels fit the pattern of Internet-based disruption. Facebook, meanwhile, is meeting needs it itself created, and Netflix has started a virtuous cycle.
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Medium the Network, Automattic Buys WooCommerce, Google and the Value of Identity
This Daily Update examines Medium’s seeming pivot towards being a network instead of a publisher, which is a contrast to WordPress.com’s latest move towards e-commerce. Finally, a brief examination of why identity matters.
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Daily Update: Tidal and Telling the Same Story, The Brilliant Amazon Dash Button, Amazon Dash Replenishment Service
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Daily Update: Microsoft is Rebuilding Office, Amazon Home Services