The U.S. economy would be a fraction of its incredibly vibrant self if investors truly keyed on “quarterly earnings.” Amazon and Google continue to show us why. For background, in the 1970s the cable television industry was a nascent concept. It gained obscure lift by connecting houses well outside U.S. cities to television and […]
Amazon and Google Crush the ‘Quarterly Capitalism’ Myth Read More »
Bloomberg recently reported that Amazon is set to raise $15 billion in an upcoming bond sale. The funds will be used to continue Amazon’s AI buildout. Better yet for the purposes of this piece, the sizable bond issuance signals impressive market confidence about Amazon’s future. Entities that are doing well, and expected to do better,
If You’re Desperate, You Likely Don’t Have Much Debt Read More »
With Amazon, it was never about the books. No doubt Amazon began as an online bookseller, but what made its stock attractive through years of losses is what books represented. If Amazon could modernize buying habits with an online bookstore, it could eventually be what it became: an everything store. Markets are a look
The Data Center Proliferation Must Be About Much More Than Data Read More »
“Amazon made it easy to sign up for Prime in just two clicks.” That’s how a CNN report on the FTC’s upcoming case against Amazon described it. Which doesn’t help the FTC’s case. To see why, contemplate how easy any business makes it for customers to sign up for its various services in return for an annual
195 Million Prime Members Wrecks the FTC’s Case Against Amazon Read More »
“I want you to know what the risks are, because I still want to come home for Thanksgiving if this doesn’t work.” That’s what Jeff Bezos said to Jacklyn and Miguel Bezos when they invested a little over $245,000 in Amazon, his online bookstore. Bezos placed his odds of failure at 70 percent. It
The Major Economic Lesson In the Life of Jacklyn Bezos Read More »
Amazon and Google are fighting gallantly to remain relevant. Whether or not they will remain relevant is a question that hundreds of billions worth of investment will answer. To which more than a few readers will ask what could possibly be meant by the above comment. Among other things Amazon and Google respectively dominate
Amazon and Google Are Operating Like Startups Read More »
