India – Page 2 – Stratechery by Ben Thompson

Amazon Acquires Eero, Owning the Home, Amazon Earnings

Tuesday, February 12, 2019

Amazon acquires Eero, solidifying its play for the home. Then, Amazon’s Earnings show an e-commerce business that is slowing.

The iPhone XR Delay, India, and China; Discriminatory Job Ads on Facebook; EU Versus Internet Follow-Up

Wednesday, September 19, 2018

More follow-up on the iPhone, then how discriminatory job ads on Facebook demonstrate how to police bad behavior on platforms with zero marginal costs. Plus, follow-up on The European Union Versus the Internet.

Platforms Versus Aggregators, What About Amazon?, Walmart Buys Flipkart

Thursday, May 10, 2018

Tech’s two philosophies are also about the difference between platforms and aggregators, but even that has its own divisions. Amazon falls on both sides of the divide. Plus, why Walmart’s Flipkart purchase makes no sense.

Microsoft, eBay, and Tencent Invest in Flipkart; The Indian E-Commerce Market; Lyft Raises $500 Million

Tuesday, April 11, 2017

Microsoft, eBay, and Tencent are investing in Flipkart: the opportunity is just too big to miss out on, even if Amazon looks ever stronger. It’s the same reason investors are putting more money into Lyft.

Twitter Earnings; Twitter Retrenches; Facebook, Andreessen and India

Thursday, February 11, 2016

Twitter’s earnings had good and bad parts, and one big red flag. More interesting was the company’s decision to retrench and own “live.” Then, how Facebook and Marc Andreessen managed to screw up so badly.