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 […]
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 […]
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 […]
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 […]
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 […]
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 […]
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, […]
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 […]
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 […]
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 […]