E-Commerce
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Shopify and the Power of Platforms
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.
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Walmart’s E-Commerce Struggles, Textbook Disruption, The Benefits of Not Competing
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.
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Spotify Files Antitrust Complaint Against Apple, Spotify and Warren, More Amazon Marketplace Changes
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.
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Where Warren’s Wrong Follow-up, Amazon’s Price Parity Provision, The Amazon Marketplace Question
More on Senator Warren’s tech antitrust proposal, why regulatory focus should be on contracts, and why 3rd-parties benefit from Amazon Marketplace.
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Walmart Earnings, Walmart’s Grocery Business, Amazon’s Grocery Stumbles
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.
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Apple Music on Amazon Echo, The Implications, Apple-Amazon Quid Pro Quos
Apple Music is coming to the Amazon Echo, a development that I find absolutely fascinating: what does this mean for Apple, and Spotify? Plus, this isn’t the first time Apple and Amazon have made a deal.
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Amazon Acquires PillPack, PillPack’s Alignment With Amazon, The Walmart Miss
Amazon’s acquisition of PillPack makes a lot of sense for both companies, and it’s hard to argue that consumers won’t be the ultimate beneficiaries.