Meta and Amazon have made a deal that represents the major shift in the e-commerce landscape that has happened over the last four years, thanks to ATT and Amazon’s shift away from being an Aggregator.
The real estate industry is poised for major changes after a momentous court decision, and Zillow is poised to finally reach its potential as an Aggregator.
Apple’s earnings were fine, with a notable Services spike — is it from Google? Then, Shopify is back to the basics, and looking good for it.
Amazon’s cloud business doesn’t seem to have AI lift yet, but it’s early; then Amazon’s virtuous cycle in logistics ultimately is paid off with ads.
The FTC is suing Amazon, and some of the complaints are compelling, but ultimately not convincing.
Instacart is two different companies in one: the tech company is dependent on but in some respects in conflict with the logistics one. Then, ARM pops.
Amazon’s earnings touched on its position in AI and the impact of its renewed investments in logistics.
Bob Iger teased what might be next for Disney in an expansive interview, including the end of linear TV and hints about the future of ESPN.
The Hollywood strike is setting talent against studios, but the problem is that both are jointly threatened by the reality of the Internet and zero distribution costs.
More on the trade-offs (and benefits) of Amazon’s scale, and initial reactions to Databricks’ acquisition of MosaicML.