Industries
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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.
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Roku’s IPO and Origin Story, Netflix Versus Roku and the Conservation of Attractive Profits, “Weak” Aggregators
Roku’s origin story explain Netflix’s strategic acumen — which, by extension, explains why Roku is a risky bet. Then, Roku explains “weak” aggregators, that aren’t really aggregators at all.
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Uber’s New CEO
Uber has a new CEO, and the reason he is a great choice explain why the Uber job is still an attractive one.
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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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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.
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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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Amazon Shutters Quidsi, Amazon and CPG Companies, Amazon and Wal-Mart
Amazon is shutting down Quidsi, and taking the fight for CPG goods to Wal-Mart.
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Opendoor Follow-up, Fitbit Buys Pebble Assets, GoPro Closes Entertainment Unit
The point of writing about Opendoor was to praise the ambition for the very reason that it might not work. Then, hardware continues to be hard: Pebble is out of business, and GoPro is in very big trouble.
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Opendoor: A Startup Worth Emulating
OpenDoor has a unique yet high-risk approach to residential real estate; that’s a great thing, both for its prospects and for society.