Amazon’s earnings are encouraging because profits are down. Still, there is reason for concern around AWS. Then, Google’s top-line continues to impress, but the company continues to waste huge amounts of money, hurting the bottom line.
Amazon.com was showing signs of being a Day Two company, including the alleged manipulation of search. There is reason, though, to be optimistic that the company has gotten back to Day One. Plus, where are the other big tech companies?
More on Shopify, including why I was reluctant to cover the previously, but now see the promise of the Internet in their model. Then, why I’m excited about being uncertain, and how Redfin and Opendoor’s partnership helps define the market in home-buying.
It is all but impossible to beat an Aggregator head-on, as Walmart is trying to do with Amazon. The solution instead is to build a platform like Shopify.
Walmart is struggling in ecommerce for very predictable reasons; the company — and economy — is better off leveraging its assets and not competing directly with Amazon.
A review of the potential antitrust cases against Google, Apple, Facebook, and Amazon suggests that only Google is vulnerable.
Spotify has filed an antitrust complaint against Apple in Europe, and their complaint shows how Senator Warren’s proposal misses the mark. Then, Amazon doesn’t appear to have market power.
More on Senator Warren’s tech antitrust proposal, why regulatory focus should be on contracts, and why 3rd-parties benefit from Amazon Marketplace.
Senator Warren’s proposal about how to regulate tech is wrong about history, the source of tech giant’s power, and the fundamental nature of technology itself. That doesn’t mean there aren’t real problems — and potential solutions — though.
Walmart’s earning suggest that the company’s online grocery business is doing well, even while Amazon struggles. This is not a surprise, given the two companies points of integration.