Platforms
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Stripe’s announcement of Treasury — banking-as-a-service — manifests the breadth of the company’s ambition.
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Jeff Bezos at the Code Conference, Recent Amazon News
Jeff Bezos gave a great interview at the Code Conference, and while the whole thing is worth watching, I wanted to highlight a few items that touched on Stratechery topics. Plus, three recent Amazon stories that show how the company is winning.
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The Amazon Tax
Amazon is building a lot of businesses that look like AWS: taxes on major industries that work to everyone’s benefit. The reason, though, is that AWS is a lot like Amazon itself.
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Microsoft SQL Server to Run on Linux, Box’s Great Quarter
Windows is truly dead at Microsoft, as SQL Server will soon run on Linux. Meanwhile, Box had a great quarter, underlying the fact that SaaS economics work — and what happened to Windows Server helps explain why.
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Condé Nast, Hearst Form Joint Venture; Stripe Atlas; An Interview with Stripe CEO Patrick Collison
This Daily Update is about Stripe Atlas, but first a detour to discuss an interesting partnership between Condé Nast and Hearst. Then, and interview with Stripe founder and CEO Patrick Collison.
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Bill Simmons to Launch ‘The Ringer’; More Media Notes on Yahoo, BuzzFeed, Vox
Bill Simmons’ new site looks to take an integrated approach to money-making. Plus, strategies for content creators with examples from Yahoo, BuzzFeed, and Vox
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Amazon Opens Physical Bookstore, The iPad Pro’s Half Launch
Amazon’s physical bookstore is first and foremost an experiment. However, it’s worth considering how it fits into Amazon’s measurement of success. Then, the iPad Pro launched, but not its accessories. It’s part of a worrying trend.