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Topics

AWS

  • Amazon Earnings, Amazon’s Cloud War

    Amazon’s earnings were even better than reported: it looks like the retail business is gaining real economies of scale, and AWS was even stronger than it appeared.

  • Dropbox Leaves AWS, Should UPS and Fedex Be Afraid?

    In an inconvenient bit of timing Dropbox announced they were leaving AWS just as I was singing its praises; in fact the storage company’s decision reinforces the benefits AWS provides. Then, why Amazon’s move into logistics makes sense, and how it might play out.

  • 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.

  • Amazon’s Transformation, Continued; Microsoft’s Transformation…and Threat

    As predicted last quarter, AWS is increasingly the engine driving Amazon’s financial results. However, there is evidence the e-commerce side is changing as well. Then, Microsoft has completely changed itself over the last few years, but the company is not out of the woods just yet.

  • AWS Re:invent, Pure Storage IPOs, Dell to Buy EMC; Enterprise Disruption; Dell’s Logic

    Three news events from last week — Amazon’s AWS conference, the Pure Storage IPO, and Dell’s plan to buy EMC — make for a text case of disruption in all its forms.

  • The AWS Platform, The Liability Shift Has Arrived, Samsung Pay Launches in the U.S.

    With all the talk of platforms I’d be remiss in discussing what may be the most vibrant platform of all: AWS. Then, the liability shift arrives today, and a surprising number of merchants aren’t ready. Maybe Samsung Pay had the right strategy after all…or maybe not.

  • Amazon’s Transformation, The Apple Music Backlash

    Amazon turned a surprising profit: was it on purpose? More importantly, what does it say about the fundamental nature of Amazon as a company and as an investment? Plus, why the Apple Music backlash shouldn’t be a surprise, and a survey about meet-ups for this summer.

  • AWS Follow-up; Tesla Powerwall; Google, LinkedIn, and Playing Nice

    Today’s Daily Update includes: – Follow up on yesterday’s post on AWS, including why Amazon still worries me – An overview of the Tesla Powerwall and what kind of company Tesla is – A discussion about Google’s real estate set-back in Mountain View and the bigger question about where the company is going — and why

  • The AWS IPO

    AWS has long been a question mark when it comes to Amazon: it’s a good idea, and it makes money, but like it’s parent company, will it ever be profitable? The revelation that AWS is already very profitable indeed is a really big deal both for AWS but also for Amazon itself.

  • Getting Amazon (Partly) Wrong, Xiaomi in India