Tag: Amazon

The Age of Autonomous Video Games

The Age of Autonomous Video Games

The gaming industry - the largest segment of the broader entertainment industry - continues to grow and evolve. Google is set to join Technology giants Amazon (Twitch) and Microsoft (Xbox) in the gaming space - formal announcement coming on March 19th. Not only are the industry players changing, but so is the underlying AI technology. … Continue reading The Age of Autonomous Video Games

Apple’s New Video Service – How Many Subscription Services Can We Eat?

Apple’s New Video Service – How Many Subscription Services Can We Eat?

Will we subscribe to Apple’s forthcoming subscription video on demand (“SVOD”) service simply because it’s Apple? Apple plans to release various service bundles later this year that will contain video and news content. For purposes of this discussion let's focus on video content where the name of the SVOD game is "content quality". At launch, … Continue reading Apple’s New Video Service – How Many Subscription Services Can We Eat?

Amazon is Making Smart Home Bundles Easy

Amazon is Making Smart Home Bundles Easy

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

Google Needs to Acquire Walmart

Google Needs to Acquire Walmart

Google parent company Alphabet (tkr: GOOG) needs to acquire Walmart (tkr: WMT) to better compete with Amazon (tkr: AMZN) and to reverse the negative trend in Google's core search advertising business. While arch nemesis Amazon continues to make strides in retail (Amazon.com, Amazon Go, Key, Prime, Wholefoods), Google’s retail path has not been quite so … Continue reading Google Needs to Acquire Walmart

Scale Matters in Tech

Scale Matters in Tech

Scale matters in Tech. This has never been more true as businesses increasingly go global. Consider Netflix's $13 billion content investment in 2018. Amazon and its Borg-like Prime service is also a significant content player. To round out the “Big 3”, consider Disney and its ESPN+ SVOD (“subscription video on demand”) service as well as Disney’s … Continue reading Scale Matters in Tech

Why Apple Needs to Build the Apple Car

Why Apple Needs to Build the Apple Car

Google, Amazon and Apple are in a war to control the extended home. The automobile is part of that equation. Google, Amazon and Apple are in a three-way heavyweight fight for home supremacy. When it comes to the home - if Google and Amazon are Joe Louis and Muhammad Ali (two pound-for-pound greats) then Apple is Archie Moore (a great heavyweight but … Continue reading Why Apple Needs to Build the Apple Car

Acquire or Be Acquired: FinTech Lions and Lambs<span class="badge-status" style="background:red">Premium</span> 

Acquire or Be Acquired: FinTech Lions and LambsPremium 

FinTech market disruption has led to a bifurcation of FinTech providers - Lions and Lambs. See our "Lions & Lambs" company list with commentary at the end of this note. The FinTech space - whether it be the Capital Markets flavor or the Payments variety - is undergoing rapid change. Within Capital Markets - alternative … Continue reading Acquire or Be Acquired: FinTech Lions and LambsPremium 

Every Company Is A Content Company

Every Company Is A Content Company

Notice anything about the above image? It looks like a Facebook feed and five of the nine content pieces (only three are fully visible), are videos. The image is a screen capture from Goldman Sachs' homepage - part of a modernization/ outreach effort under new Goldman CEO David Solomon. Personally I've noticed that companies are … Continue reading Every Company Is A Content Company

Have A Bundle Discussion with Customers, Not A Product Discussion<span class="badge-status" style="background:red">Premium</span> 

Have A Bundle Discussion with Customers, Not A Product DiscussionPremium 

Bundle Pricing Negotiations Are Preferable to Product Pricing Negotiations Vendors have far more leverage with customers when negotiating pricing for a bundle/platform of products and services as opposed to an a la carte negotiation. There's a reason why cable providers sold content bundles for years - it was the optimal revenue and profit model - … Continue reading Have A Bundle Discussion with Customers, Not A Product DiscussionPremium 

Apple Should Double Down on Apple Health Now<span class="badge-status" style="background:red">Premium</span> 

Apple Should Double Down on Apple Health NowPremium 

The iPhone Is A High-Priced Commodity The iPhone is little more than a high-priced commodity at this juncture. There is little differentiation between it and lower cost alternatives (OnePlus for example) both from a design and feature functionality standpoint. However, with 2 billion-plus devices in circulation, Apple's future does not rest exclusively with new device … Continue reading Apple Should Double Down on Apple Health NowPremium