It was hard to miss this news this week. As usual, Stratechery offers a very interesting analysis of the plan, and how it can come together over the long-term to change healthcare for the better. | learn more
I’ve heard speculation about Amazon’s influence being the source of the recent stock-outs. This convincing article instead lays the blame on a new inventory efficiency campaign that’s working well – maybe too well. | learn more
This article by Benedict Evans of Andreessen Horowitz is a few years old, but I found myself re-reading it recently. | learn more
Until very recently, anything voice-enabled tended to suck. When I first plugged in my Echo earlier this year, it sucked a lot less. I realized this is the start of a shift in how we interact with our homes and […]
Retailers trying to compete the old away against Amazon are asking for trouble. Obviously, they need to find an edge in some other way. I expected to skim this article and archive it forever, but ended up reading it in […]
An unscrupulous competitor ripped off his product & marketing materials, impersonated him, and solicited 30 1-star reviews for his product. Worst of all, it looks like he’s escaping consequence-free. | learn more
In a new tactic, Amazon is discounting some products below prices that marketplace sellers set. They’re funding the difference themselves. Why? One reason – brick & mortar competitors won’t price match marketplace sellers. This means you can’t buy these products […]
Forbes profiles Prologis, the world’s largest owner of industrial real estate (687MM Sq. Ft.). Amazon is their largest tenant, occupying 16MM. My e-commerce company is in a Prologis building, too! | learn more
When I’m thinking about giant tech companies, it’s easy for me to conflate all the giants together. Ben Evans (a16z) relieves me of this misconception by highlighting the massive scale difference between past tech giants (i.e. IBM and Wintel) and […]
Bloomberg published some interesting data and analysis about what clothing brands actually make up Amazon’s sales in the category. Maybe not surprisingly, fashion brands end up falling short. | learn more