The idea of private labels aren’t new, but Amazon is uniquely positioned to profit from them. Then, the Facebook Audience Network is getting some deserved attention
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?
Google’s Integration of Retail and Hotels, Facebook Page Shops, Netflix’s Earnings
Google’s “buy button” for ads and experiments in hotels fit the pattern of Internet-based disruption. Facebook, meanwhile, is meeting needs it itself created, and Netflix has started a virtuous cycle.
Apple and Privacy Follow-up, The Top 100 Retailers and Apple Pay, Android Pay’s Missing Bank Fee
More on the difference between privacy and security, and why precision in language is critical.
Daily Update: Tidal and Telling the Same Story, The Brilliant Amazon Dash Button, Amazon Dash Replenishment Service
Good morning, I am very sorry for the multiple emails yesterday. I still don’t really know what happened with the subject lines, but I probably should have left well-enough alone instead of spamming your inbox. I appreciate you let me in there every day and I apologize for abusing that privilege. On to the update:Subscribe […]
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 […]
Why Uber Fights
Ride-sharing is a winner-take-all market that depends on controlling demand more than it does supply.
How Apple Creates Leverage, and the Future of Apple Pay
Apple attracts loyal customers through a superior user experience and leverages those customers against its partners.
How Technology is Changing the World (P&G Edition)
P&G is cutting product lines, the plethora of which made far more sense in the retail world than online. More change is coming.
Daily Update: Zillow Acquires Trulia, Samsung Delays Tizen Again, China Investigating Microsoft
Good morning, Tech is amazing: after doing more of a thematic Daily Update yesterday, I now feel behind on everything that is happening. And it’s late July! One more bit of followup though on media and authority: I thought it was interesting to see Nate Silver complain about the attention the New York Times wasSubscribe […]