E-Commerce
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Nike on Amazon; Nike’s Disastrous Pivot; Inevitability, Intentionality, and Amazon
Nike executed a disastrous pivot over recent years, away from physical retail to D2C. Now they have no choice but to embrace Amazon, but that might be the best thing that could happen to them.
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Microsoft Earnings, Microsoft’s Core Capability, Amazon Earnings
Microsoft and Amazon are approaching AI differently, in ways that reflect their core capabilities.
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Amazon, Trump, and Tariff Costs; Amazon Haul and Temu; Political Lessons
Amazon’s collision with the White House over tariffs highlights the political risk factors that every company needs to take seriously.
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Amazon Earnings, Robotics and Amazon’s Expanding 1P Business
AWS had strong growth, in part thanks to AI, but the real impact of automation is on the expansion of their retail business.
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Google Decision Follow-Up, Amazon Earnings
Grappling with the implications of the Google decision require accepting that antitrust intervention interferes with the market; then Amazon looks like it has unlocked a new retail category.
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Windows Returns
Microsoft held its most compelling Windows’ event in years, because Windows is no longer the center of the company.