Dropbox’s falling cost of revenue has received a lot of attention, but absent more data, the trend appears unsustainable — just a company getting ready to go public.
Google’s Earnings, Amazon’s Earnings
Google gives greater clarity to its acquisition costs, and cloud continues to grow. Amazon, though, still has a big lead, funding the rest of the company (still).
AWS Fargate and Kubernetes Support, Embrace and Extend, AWS’s Execution Advantage
AWS announced Kubernetes support, which seems to fulfill Google’s strategic objectives: strategy without execution, though, can turn the tables.
Amazon’s Earnings, Amazon Logistics Services?, Netflix’s Earnings
A follow-up on The Athletic’s potential and challenges, then Amazon’s earnings and the mystery of its increased investment. Then, a reminder of why Amazon is a threat to Netflix in the long run.
Twitter’s Earnings, Twitter’s Video Push, Amazon’s Earnings
Twitter’s earnings were encouraging when it comes to user growth, but the company’s focus on video is a disappointment. Then, Amazon’s earnings were mixed: AWS has competition, but e-commerce is dominant.
Amazon Re:Invent; Google vs AWS vs IBM vs Microsoft; Stratechery Gifts, Schedule, Subscription Switching
Some Stratechery announcements around gifts, schedule, and subscription switching, then a reminder that AWS is still the clear leader in the cloud, and why Google has a customer service challenge
How Google Is Challenging AWS
AWS seems to have a dominant position in enterprise computing, but Google is trying to change the rules to favor their inherent strengths.
Nobody Wants Twitter, VMware Cloud on AWS, Amazon Convenience Stores and Amazon Music Unlimited
Unsurprisingly, no one wants to buy Twitter, which will likely muddle long. Then, Amazon’s deal with VMWare makes a ton of sense for Amazon in particular; the company is also experimenting with convenience stores and music subscriptions.
Is AWS a Commodity?, Chat App Updates: WeChat, Facebook, and Google
The conventional wisdom is that AWS is a commodity, but that only makes sense in the context of the old world. Then, Google tries to catch up to Facebook which tries to catch up to WeChat which is leaping ahead.
Follow-up: Dollar Shave Club, CPG, and Amazon; Tesla’s Master Plan, Part Deux
More on exactly how Dollar Shave Club succeeded, and if it’s replicable. Then, Musk has another inspiring blog post, but is it enough to erase nagging doubts about Tesla?