Olympic Ratings are down, but less than expected! Unfortunately for NBC, so is revenue. That, though, is expected: sports and its advertisers remain interconnected. Then, at least NBC finally figured out how to manage multiple mediums.
The Disney-21st Century Fox was certainly the biggest acquisition that happened last week, but it wasn’t the only one. Netflix may loom large, but Amazon arguably looms larger.
A follow-up on The Athletic’s potential and challenges, then Amazon’s earnings and the mystery of its increased investment. Then, a reminder of why Amazon is a threat to Netflix in the long run.
The key to understanding Amazon’s purchase of Whole Foods is to understand that Amazon didn’t buy a retailer: the company bought a customer.
Amazon is shutting down Quidsi, and taking the fight for CPG goods to Wal-Mart.
In case I wasn’t clear in yesterday’s article, Walmart really has no chance to catch Amazon in e-commerce. Then, the news that P&G will reduce targeting isn’t a surprise, but it’s not necessarily that much of a problem for Facebook. Plus, notes on Facebook’s earnings.
Walmart wasted years trying to retrofit their model to ecommerce. Buying Jet.com will give them a better chance, but it’s almost certainly too late to compete with Amazon.
More news and follow-up on Didi and Uber, and whether or not Instagram Stories will succeed. Then, Walmart is reportedly buying Jet.com, but Amazon’s earnings show how far they have to go.
More on exactly how Dollar Shave Club succeeded, and if it’s replicable. Then, Musk has another inspiring blog post, but is it enough to erase nagging doubts about Tesla?
Dollar Shave Club is a textbook example of how the new Internet economy will destroy value in incumbent industries.