The emergence of 5G and IoT has opened a flood of applications that are latency sensitive, tremendously boosting the growth of edge computing. A division is likely to emerge where most of the processing of data like AI inference is taking place at the edge. The public cloud will remain for storage and large computation […]
November 5th, 2019 · Comments Off on Amazon’s Edge In Edge Computing Can Be Blunted By The Telecom Carriers
January 9th, 2018 · Comments Off on Amazon’s Mobile Problem
Amazon is dominating online shopping search and enjoys a high conversion rate. That domination provides it with a lot of leverage versus the competition. However, this picture isn’t complete; in other areas of shopping search, like mobile and social media, Amazon isn’t doing well. But they have opened another arena, voice assistants, which make the […]
January 2nd, 2018 · Comments Off on The Amazon Economy
Amazon undoubtedly brings efficiency to the shopping process, but there is a considerable price to pay for this. By monopolizing online market access, it forces most other online sellers to either join Amazon or become irrelevant. Amazon increasingly owns the underlying infrastructure of commerce, and this gives it ample opportunity to tilt the playing field […]
January 2nd, 2018 · Comments Off on Amazon Is A Multi-Trillion-Dollar Monopoly Hidden In Plain Sight
Amazon is both a direct retailer and a near indispensable platform for competing resellers. In that latter capacity, it sets the rules and it can tilt the game in its favor and extract most of the value and valuable data and information. That information allows it to start competing businesses by picking off its merchants’ […]
December 28th, 2017 · Comments Off on Amazon Is A Multi-Trillion Dollar Monopoly Hidden In Plain Sight
Amazon is both a direct retailer and a near indispensable platform for competing resellers. In that latter capacity, it sets the rules and it can tilt the game in its favor, extract most of the value and valuable data and information. That information allows it to start competing businesses by picking off its merchants best […]
September 22nd, 2017 · Comments Off on Amazon Has Become A Macro Phenomenon
Has Amazon become so big that it is starting to affect how the US economy behaves? The evidence is somewhat mixed, Amazon probably exerts downward pressure on prices, but not on wages. At least, not yet, because we are likely to be close to an inflection point where the automation of the whole logistical trajectory […]
June 9th, 2017 · Comments Off on The 5 Unstoppable Titans Of Tech
As technology stocks power higher, much of this is driven by the five titans of tech. These companies benefit in various degrees from virtuous cycles, some of which they share, providing them with a near unassailable position. We will discuss these virtuous cycles and try to assess which of these companies benefit most. Source: The […]
June 1st, 2017 · Comments Off on Will Amazon Retain Its Cloud Supremacy?
Amazon has enjoyed a significant first mover advantage in cloud computing, enabling it to establish a presence that is much bigger than any of its competitors. This enabled the company to finally gain in a fast growing market and enjoy high profit margins at the same time. However, with the acceleration of AI and machine […]
May 30th, 2017 · Comments Off on Amazon Isn’t Just Busting Retail, It’s Busting Brands
Amazon’s platform is driven by powerful economies of scale and scope. It is able to offer an increasing variety at prices that are difficult to match for the competition and repeat this trick in ever more sectors. In the process, the company gathers a wealth of information about users, which enables it to become a […]
April 19th, 2017 · Comments Off on Is Amazon Cornering Yet Another Platform?
Amazon seems to be on an inexorable rising path. The main reason for this is that management keeps relentlessly focused on the long-term building technologies and platforms that can be leveraged. With the development of voice control devices, AMZN seems to have developed yet another platform with substantial leverage. Is Amazon Cornering Yet Another Platform?