Millions of Americans will invite Amazon into their homes via Amazon's in-home drone video service ("Always Home Cam") powered by Amazon Ring. Ring's Always Home Cam will do more than provide customers with on-demand, in-home video surveillance. The Always Home Cam will provide Amazon with a visual map of customers' homes and insights into personal … Continue reading Amazon Wants To Watch You Inside Your Home
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
The Three Rings of Amazon (AMZN)
Amazon's 1st Ring Amazon's Core Services Portfolio drives the company's macro strategy. AMZN's more recent product and service offerings (both organic and acquired offerings) are covered in the "2nd Ring" and "3rd Ring" sections and serve to strengthen the Core portfolio. Amazon.com: Amazon's crown jewel. The world's broadest and deepest ecommerce platform. Amazon Web Services (AWS): … Continue reading The Three Rings of Amazon (AMZN)
What if Alphabet Were to Acquire Walmart in an Effort to Better Compete with Amazon?Premium
It’s fun to speculate. What if Google parent company Alphabet were to acquire Walmart in an effort to better compete with Amazon? One of the advantages that Amazon has in an AI-driven world is a fully integrated retail experience. Amazon customers may speak buy orders into their Alexa-powered smart device - “re-order paper towels” - … Continue reading What if Alphabet Were to Acquire Walmart in an Effort to Better Compete with Amazon?Premium
Amazon HQ2 – A Masterclass in Marketing
Earlier this week Amazon released the 20 finalist cities in the Amazon HQ2 sweepstakes. By running a prolonged, public HQ location selection process, Amazon is in effect running (and benefitting from), the world’s largest free marketing campaign. We discuss in CEORater Podcast episode 112 (which is now available on Amazon Alexa-powered devices such as the … Continue reading Amazon HQ2 – A Masterclass in Marketing
Price Disruption in Smart Speaker Land
Price pressure in the AI-powered Smart Speaker market. Amazon is the catalyst with price reductions to its Alexa-powered Amazon Echo product line. Google Home and Apple (HomePod) are forced to react. Read the WSJ article here: Amazon Echo Prices Turn Smart-Speaker Market On Its Ear
Apple’s Acquisition of Shazam Will Benefit Siri
I have previously been critical of Apple’s AI effort. Siri lags both Google and Amazon (Alexa) in terms of speed and accuracy. Apple’s Shazam acquisition is good for consumers in that it bundles a service people enjoy with Apple Music. More importantly, the acquisition will drive more Siri queries – something Siri needs to get … Continue reading Apple’s Acquisition of Shazam Will Benefit Siri
Amazon’s Retail Experience Provides the Company with an Edge vs. Google in the AI War.
Amazon's straight-through-processing ("STP") retail experience provides the company with an edge vs. Google in the AI war: Visual output from our Amazon Alexa query - "Buy Amazon Echo": Consumers may execute the purchase transaction with one or two instructions. This is true for millions of products sold via Amazon's retail platform. Amazon provides consumers with … Continue reading Amazon’s Retail Experience Provides the Company with an Edge vs. Google in the AI War.
AT&T’s Proposed Acquisition of Time Warner – Justice Department is MisguidedPremium
AT&T Ought to Be Allowed to Acquire Time Warner "As Is" AT&T (T) ought to be allowed to acquire Time Warner (TWX) “as is” (earlier today AT&T extended the deal close deadline to April 22 2018). It is puzzling why the Justice Department would push back on the deal. We recently covered the topic in … Continue reading AT&T’s Proposed Acquisition of Time Warner – Justice Department is MisguidedPremium
Autonomous Vehicle Ecosystem: Winners and LosersPremium
As the automobile sector transitions to autonomous vehicles we decided to publish our thoughts on prospective segment winners and losers across the automotive ecosystem. Our analysis assumes that the Automotive OEMs have achieved a baseline level of autonomous capability. We expect for the OEMs to develop autonomous capability via a three-pronged approach: 1.) internal R&D, 2.) … Continue reading Autonomous Vehicle Ecosystem: Winners and LosersPremium
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