The Google Squeeze

Google, the real Aggregator, is squeezing OTAs, which acted like Aggregators while depending on Google for demand. It’s easy to say Google is being unfair, but this may be better for consumers.

Amazon Earnings, AWS Concerns, Google’s Earnings

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.

Google’s Earnings, Amazon’s Earnings

Google’s earnings came with the usual dearth of information, although it appears that Google Cloud is growing more than expected. AWS growth, meanwhile, is definitely slowing as Amazon’s business broadly is running out of low-hanging fruit.

Shopify Follow-up, Defining Definitions, OpenDoor Partners with Redfin

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.