Business Models
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Amazon and Shopify, Shopify and Its Merchants, The Payments Question
Shopify and Amazon have finally made a deal over Buy with Prime; everyone is a winner, but it may have been Amazon that wanted it more.
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The Rise and Fall of ESPN’s Leverage
Charting ESPN’s rise, including how it build leverage over the cable TV providers, and its ongoing decline, caused by the Internet.
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An Interview with Lisa Ellis about Payments
An interview with Lisa Ellis about payments, including Paypal, Adyen, and Stripe, and the coming battle between online and offline providers over omnichannel.
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ChatGPT Enterprise, Connectors and Small Businesses, Nvidia Competitors
ChatGPT has an enterprise offering, continuing its coopetition with Microsoft. Then, an overview of Nvidia’s competitors.
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Adyen Earnings, Adyen’s European Context, Adyen vs. Stripe
Adyen, the Stripe of Europe, had its roughest earnings as a public company; the biggest takeaway is how different their business actually is
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Disney Earnings, A Split Disney?, ESPN’s Advertising
Disney’s earnings point to the importance of advertising going forward; that’s also the best argument for keeping Disney a conglomerate.