Logistics
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Amazon’s logistics investment makes the company increasingly attractive to 3rd party merchants.
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Airbnb and DoorDash both created new markets where ones did not previously exist; they are startups played on “hard” mode.
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It is all but impossible to beat an Aggregator head-on, as Walmart is trying to do with Amazon. The solution instead is to build a platform like Shopify.
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Platforms in an Aggregator World
Facebook Shops are good for Shopify merchants, but bad for Shopify; the answer is to push more into the real world.
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The Anti-Amazon Alliance
Google Shopping is changing its model, suggesting Google is joining the Anti-Amazon Alliance; 3rd-party merchants should do the same.
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Shopify and the Power of Platforms
It is all but impossible to beat an Aggregator head-on, as Walmart is trying to do with Amazon. The solution instead is to build a platform like Shopify.
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Amazon Earnings, Amazon Logistics Services?, Netflix Earnings
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.
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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.
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Follow-up: Didi, Uber, and Instagram Stories; Walmart Reportedly Buying Jet.com; Amazon Earnings
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.
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Amazon Unveils New Drone Video, Amazon Flying Airplanes?, Amazon the Logistics Company
Amazon is showing off drones, and may even be flying airplanes. Are we sure this is a retail company?
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Why Uber Fights
Ride-sharing is a winner-take-all market that depends on controlling demand more than it does supply.