More on The Moat Map, and how it applies to Uber, YouTube, Spotify and the public cloud.
Softbank and Sprint, Amazon’s Earnings, Jeff Bezos’s Letter and Interview
Sprint and the problem of fixed costs, Amazon and the advantage of fixed costs, and Jeff Bezos’ fundamental optimism
Dropbox’s Cost of Revenue, Cost of Revenue and Churn, Cloudy Dropbox
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.