MoffettNathanson
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An Interview with Michael Morton About AI E-Commerce
An interview with Michael Morton about AI-driven e-commerce, and why this is both Amazon’s category to lose and a threat — and a big opportunity for Walmart and Shopify.
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An Interview with Craig Moffett About Apple and Telecoms
An interview with Craig Moffett about how the iPhone changed the telecoms industry, Apple’s outlook in the age of AI, and how the TV situation has gone from bad to worse.
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An Interview with Michael Morton About E-Commerce Winners and Losers
An interview with Michael Morton about Shopify’s enterprise business, Amazon’s long-term dominance, and host of other e-commerce topics.
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An Interview with Craig Moffett About Charter vs. Disney and the Path Dependency of the Communications Industry
An interview with Craig Moffett about Charter vs. Disney, the 1990s telecom bubble, the history of the U.S. TV and broadband markets, and why Google might win video.
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An Interview with Lisa Ellis about Payments
An interview with Lisa Ellis about payments, including Paypal, Adyen, and Stripe, and the coming battle between online and offline providers over omnichannel.