Amazon has tripled its profit margin in 2018. Is this the year investors were waiting for? The year in which Amazon "turns on" the profit faucets? I argue (using the recent news on 1-day delivery) that we will see more reinvestment and continued scaling with thin margins.
Tesla is making it harder to order the 35K Model 3 vehicles. I have argued that such a low price should not have pursued by closing showrooms, in the first place. Shutting showrooms for 35K cars makes it appear as if Tesla needs those less loyal, price-sensitive customers at the cost of diluting the high-service expectation that its top-line customers have.
It was not Amazon that killed Toys 'R' Us. This is evident from their debt data, and also by a comparison with Target, which was also collaborating with Amazon then. Private investors chortled Toys ‘R’ Us — without focus on e-commerce efficiency or on customers — sending it south, even as Amazon was hurtling north.
Boeing and FAA controversy sheds light on the inspection and certification process.
Dreamliner delays have affected Boeing’s 737 plans with tragic consequences. FAA approach to safety compared to China Aviation.
A post about Tesla's decision to cut more than 3,000 jobs and scale back on showrooms. Tesla needs showrooms, but not for the often-quoted reason. I argue that after this decision, Tesla should focus on its most-valued customers by improving on their product service bundle.
NYC and Amazon fall out — remarkable news politically, but very much along the framework we talked about in the blog. I also talk about how cities have become remarkably desirable. Bonus: trivia on Reservoir Dogs.