Amazon's New Customer
stratechery.com/2017/amazons-n…
Whole Foods is a retailer, but that is not what Amazon bought
Stratechery
1,420 posts
Stratechery
@stratechery
Joined March 2013
- Microsoft, Slack, Zoom, and the SaaS Opportunity stratechery.com/2019/microsoft… The Zoom and Slack IPOs show what Microsoft is missing in its growth story: a way to acquire new customers.
- Stripe: Platform of Platforms Stripe's announcement of Treasury — banking-as-a-service — manifests the breadth of the company's ambition.
- The TikTok War How TikTok exposed Facebook's blindspot, thanks to its Chinese roots, and why that China connection make TikTok a genuine concern.
- The China Cultural Clash stratechery.com/2019/the-china… The NBA controversy in China highlights a culture clash that both tech companies and the U.S. government need to take to heart. Plus, why Tiktok being Chinese is increasingly a problem.
- Neither, and New: Lessons from Uber and Vision Fund stratechery.com/2019/neither-a… Uber represents something new: a company that is different than incumbents because of technology, yet not itself a tech company — just like the Venture Fund is not a VC.
- The Rise and Fall of ESPN's Leverage Charting ESPN's rise, including how it build leverage over the cable TV providers, and its ongoing decline, caused by the Internet.
- India, Jio, and the Four Internets There are four Internets: China versus the U.S., and the E.U. and India. India's potential new model rests on Jio.
- The Value Chain Constraint stratechery.com/2019/the-value… Companies succeed or fail not based on technology but rather according to their ability to integrate within their value chains.
- Clubhouse's Inevitability Clubhouse will do for audio what Twitter, Instagram Stories, and TikTok did for text, images, and video.
- Stratechery 4.0 stratechery.com/2018/strateche… New ways to explore Stratechery, dramatically improved search, and a new logo
- The End of the Beginning stratechery.com/2020/the-end-o… The beginning of technology was about the shift from batched computing in one place to continuous computing everywhere. That era of paradigm changes may be over, which means the real changes are only beginning.
- Disney and the Future of TV stratechery.com/2019/disney-an… TV is moving from a world where distribution dictates business models to one where business models need to fit the jobs consumers want done.
- DeepSeek FAQ DeepSeek has completely upended people's expectations for AI and competition with China. What is it, and why does it matter?
