Distribution and Demand – Stratechery by Ben Thompson
On the business, strategy, and impact of technology. While Salmon’s question was driven by the news that AT&T would spin out WarnerMedia and mer...
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Amazon - business model and strategy - Stratechery analysis (platform, moats more)
a collection of articles looking at Amazon- it's business model and strategy
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Resources · 7
Beyond Aggregation: Amazon as a Service – Stratechery by Ben Thompson
Amazon’s new Buy With Prime announced the arrival of Amazon Logistics as a Service, and is a big red flag for Shopify.
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Day Two to One Day – Stratechery by Ben Thompson
Amazon.com was showing signs of being a Day Two company, including the alleged manipulation of search. There is reason, though, to be optimistic th...
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Divine Discontent: Disruption’s Antidote – Stratechery
Apple has long defeated disruption by focusing on the user experience; Jeff Bezos and Amazon, though, show that user expectations for their experie...
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Alexa: Amazon’s Operating System – Stratechery
Money is made at chokepoints, and the most valuable chokepoints are operating systems; Amazon is building exactly that with Alexa.
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The Anti-Amazon Alliance
Google Shopping is changing its model, suggesting Google is joining the Anti-Amazon Alliance; 3rd-party merchants should do the same.
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Amazon’s New Competitive Advantage: Putting Its Own Products First
Brands have long been able to bid for the premier slot at the top left of Amazon’s listings, but during the pandemic the online retailer has begun ...
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