This is an interesting article about Amazon’s delivery network, which is now the 4th largest in the United States. Here are the numbers (most of which are as of 2019): Since 2014, Amazon has spent $39 billion building out its delivery network. When you add… Read More
This week the FT reported that Amazon is in “advanced talks” to acquire the self-driving startup Zoox. This would be Amazon’s first acquisition in the space, though it did lead a $530M funding round in Aurora in early 2019. Zoox last raised two years ago… Read More
This is an interesting business story. Deliveroo is a London-based online food delivery company that was founded back in 2013 and today accounts for a big chunk of the online restaurant platform market in the UK. (They are also developing a network of “ghost kitchens”… Read More
Benedict Evan’s latest post on Microsoft, IBM, and anti-trust is excellent. In it he argues (reminds us) that market power during one generation of tech, doesn’t necessarily guarantee market power in the next. And that anti-trust intervention isn’t actually responsible for Microsoft missing out on,… Read More
This week it was announced that Amazon, Apple, Google, and the Zigbee Alliance are joining forces to develop a new royalty-free connectivity standard for smart home products. The working group is called Project Connected Home over IP and the goal is to develop a “USB-like… Read More
Benedict Evan’s most recent blog post, called “Amazon as experiment,” draws some interesting parallels between what Amazon is doing today (and experimenting with) and the beginning of mass retail, namely the invention of the department store. He also talks about some of the shortcomings of… Read More
The below chart from this morning’s Wall Street Journal is perhaps a good example of our ongoing transformation from an industrial economy to an information economy. Just four stocks — namely Microsoft, Apple, Amazon, and Facebook — have accounted for 19% of the S&P 500’s… Read More
Kawhi Leonard doesn’t say very much, but when he does, he tends to focus the discussion less on himself and more on the achievements of the Toronto Raptors as a whole. He has said many times before in interviews that he doesn’t aspire to be… Read More
Back in 2016, the United States Postal Service published a report on the public perception of drone delivery in the US. This was nearly 3 years after Jeff Bezos announced on 60 Minutes that Amazon was working on a drone delivery service and that it… Read More
Jeff Bezos published his annual letter to shareowners this week. You can find it here. And as is his usual practice, he has attached his 1997 letter to shareholders at the bottom of it. This is his “Day 1” and he clearly likes the reminder.… Read More
