An interview with Instacart CEO Fidji Simo about Instacart and why she believes it is a generational company.
Amazon Just Walk Out, Waymo Raises $2.25 Billion
Amazon Go is licensing its technology, contrary to my previous prediction. Then Waymo is taking on outside investors which should result in a needed shift in incentives.
Walmart’s E-Commerce Struggles, Textbook Disruption, The Benefits of Not Competing
Walmart is struggling in ecommerce for very predictable reasons; the company — and economy — is better off leveraging its assets and not competing directly with Amazon.
The Value Chain Constraint
Companies succeed or fail not based on technology but rather according to their ability to integrate within their value chains.
Walmart Earnings, Walmart’s Grocery Business, Amazon’s Grocery Stumbles
Walmart’s earning suggest that the company’s online grocery business is doing well, even while Amazon struggles. This is not a surprise, given the two companies points of integration.
Amazon Go and the Future
Amazon Go exemplifies how Amazon is building its monopoly in three ways: horizontally, vertically, and financially. Plus, why automation is worth being optimistic about.
Target Buys Shipt, Why Target?, The Expansion of Amazon Basics
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.
Acquisitions and Network Effects, Antitrust and Network Effects, The Saga of Whole Foods
Acquisitions that make sense involve network effects; that is why the long-term future of antitrust is about network analysis (not that it will affect this deal). Plus, John Mackey’s pragmatic fit with Amazon.
Amazon’s New Customer
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.
Daily Update: LINE Launches Grocery Services, Google Versus Uber?
Good morning, Thank you all for your patience yesterday in my ongoing litigation of the viability of blogs-as-a-business. Do note that I edited the piece a fair bit; the current version on Stratechery is a bit shorter and bit fairer to Vox (no poop references). As I’ve written, I’m cheering for all of the newSubscribe […]