The Battle for the Home

Amazon, Google, Apple, and Facebook are battling for the home; what are their strengths, weaknesses, go-to-market strategies, and business models, and who is the favorite? Or does it matter?

New Alexa Devices, Amazon and the EU Commission

Why is Amazon selling more Alexa devices? More broadly, do the company’s house brands leave it susceptible to an antitrust challenge?

Netflix Follow-up, Sonos + Alexa, MongoDB IPOs

Netflix cancels its non-evergreen content, and isn’t really relevant to Nielsen. Then, a Sonos and Alexa partnership makes sense for both sides, and MongoDB has a thoroughly modern IPO.

Alexa and Cortana, Apple Moves Siri, Tim Cook’s Blindspot

Alexa and Cortana’s partnership makes sense when you consider the company’s business models, goals, and partnership impetus (and it shows why Apple and Google won’t come along). Then, why Siri’s reorganization won’t help much.

Amazon Echo Show, Siri Speaker, Echo Look

Echo Show is a naturally evolution of the Echo and Amazon’s goal to own the house. Siri speaker, meanwhile, is locked into iPhone thinking. Plus, the Echo Look’s focus on selfies highlights the decline in offline retail.

Alexa: Amazon’s Operating System

Money is made at chokepoints, and the most valuable chokepoints are operating systems; Amazon is building exactly that with Alexa.