Netflix’s earnings beat expectations, but were still concerning; then, why Netflix made a deal with Microsoft, and why Microsoft is the biggest winner
Beyond Aggregation: Amazon as a Service
Amazon’s new Buy With Prime announced the arrival of Amazon Logistics as a Service, and is a big red flag for Shopify.
AWS re:Invent, re:Invent Announcements of Interest
AWS re:Invent keynote, with new CEO Adam Selipsky, charted a different path than that taken by Andy Jassy. Plus, the new announcements that caught my eye.
Cloudflare’s Disruption
Cloudflare’s new storage offering is potentially disruptive both economically and strategically.
An Interview with Brad Stone about Amazon Unbound
An interview with Brad Stone about his new book about Amazon, how the company has changed, and his outlook for a post-Bezos future.
AWS CloudFront Functions, AWS’s Data Residency Whitepaper, Muddles and Mirages
AWS’s responses to Cloudflare are still predicated on an assumption of centralizaion; the truth is in the middle, and the status quo is powerful.
Cloudflare on the Edge
Cloudflare is uniquely positioned to become a major player in an Internet 3.0 world, where politics matter more than economics.
Moderation in Infrastructure
Infrastructure companies need a distinct approach to moderation that focuses on neutrality and due process.
Twitter’s Analyst Day, The Interest Graph, Super Follows
Super Follows made the news, but Twitter’s Analyst Day was interesting for more reasons than that.
The Relentless Jeff Bezos
Jeff Bezos is retiring, and will go down as one of the great CEO’s in tech history, in part because of how he transformed Amazon into a tech company in every respect.