When compared to Netflix and Disney+, Amazon Prime is the most durable revenue stream of the three. We cover Prime's attributes and where we believe leverage points exist, including Amazon's strategic investment in "COVID-proofing" its distribution and customer-facing operations. There could be an AWS-like opportunity if Amazon decides to commercialize its COVID response. Part I … Continue reading Pt. I: Amazon Prime vs. Netflix & Disney+. Pt. II: Is Amazon Sitting On AWS 2.0?
Tag: Amazon Alexa
Sure, Amazon’s Alexa-powered devices are nifty, but there’s only one AI king of the jungle - Google. Google benefits from more nodes on the network - i.e. more input data from which to learn - than any other single technology platform. “Google By the Numbers” or “How We Feed the AI”: Google processes 63,000+ search … Continue reading “Google By the Numbers” or, “How We Feed the AI”
Amazon is making smart home bundles easy. In the process, Amazon is becoming a CyberSecurity and Data Privacy leader. It was Cable and Software bundles in the 1980s, 1990s and 2000s. Today, it’s Smart Home bundles and Amazon is making it easy. For technology vendors it pays to own the “bundle” (a word antitrust regulators … Continue reading Amazon is Making Smart Home Bundles Easy