The Amazon 3rd Party Seller Ecosystem Might be the Most Important Thing Since the iOS App Store
Ali Hamedcrossstack.substack.com
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The Amazon 3rd Party Seller Ecosystem Might be the Most Important Thing Since the iOS App Store
Every few years within the consumer ecosystem, new waves of distribution open. Businesses experiment with and exploit these emerging distribution channels, and then these avenues of growth become crowded and far less attractive for new entrants.
Talia Goldberg • Distribution and conversion models for consumer startups
The State of FANGEach of the FANG companies is in a similar position in their respective industries: they haven’t so much disrupted incumbents as they have subsumed them:Facebook: The late David Carr, who first broke the news about Facebook’s Instant Articles initiative back in 2014, worried that “media companies would essentially be serfs in a kin... See more
Stratechery • The FANG Playbook
Some takeaways from Acquired’s episode on AWS:
A) There are 3 stories about how AWS was founded (#3 seems to be most true):
1) Amazon’s servers had excess capacity for most of the year (they were staffed up to handle holiday season volume), so they decided to make some use out of it by renting it out to 3rd parties.
2) Tim O’Reilly (book publisher / W
... See moreWhy there still haven’t been more billion-dollar acquisitions for direct-to-consumer commerce startups
Dan Frommernewconsumer.com