Amazon.com Inc

December 15, 2024
Wayfair Final Mile Delivery: Operations & Economics
Former Senior Manager at Wayfair
IP Interview
Wayfair IncRestoration HardwareWilliams-Sonoma IncAmazon.com IncThe Home Depot IncArhausWestwing Group SETarget CorporationCounter PositioningNetwork EffectsScale EconomiesSwitching CostsVertically Integrated RetailerPhysical Infra & NetworksConsumer DiscretionaryConsumer Staples
December 3, 2024
Wayfair: Drayage Process & Economics
Former Associate Director at Wayfair
IP Interview
Wayfair IncAmazon.com IncArhausWilliams-Sonoma IncRestoration HardwareThe Home Depot IncWalmart IncTarget CorporationWestwing Group SEBeyond IncOVERSTOCK COM INCCounter PositioningNetwork EffectsScale EconomiesSwitching CostsVertically Integrated RetailerPhysical Infra & NetworksConsumer DiscretionaryConsumer Staples
November 25, 2024
Wayfair & Impact of Potential Tariffs - A Supplier’s Perspective
Wayfair Supplier
IP Interview
Wayfair IncWilliams-Sonoma IncTarget CorporationThe Home Depot IncAmazon.com IncArhausRestoration HardwareHomeGoodsKathy-Kuo-DesignsWalmart IncCounter PositioningNetwork EffectsScale EconomiesSwitching CostsVertically Integrated RetailerPhysical Infra & NetworksConsumer DiscretionaryConsumer Staples
October 16, 2024
Waymo vs Tesla: Perception, Behavior, & End-to-End Machine Learning
Former Senior Director at Waymo
IP Interview
Tesla IncGoogleApple IncNVIDIA CorporationBaidu IncGeneral Motors CompanyAmazon.com IncProcess PowerBrand EquityNetwork EffectsSwitching CostsScale EconomiesMarketplaces & PlatformsVertically Integrated RetailerPhysical Infra & NetworksConsumer DiscretionaryInformation TechnologyCommunication Services
October 7, 2024
AWS & Hyperscalers vs Lambda, CoreWeave & Mid Tier GPU Cloud Providers
Former Senior Executive at Lambda Labs
Partner Interview
NVIDIA CorporationAmazon.com IncApplied Digital CorpMicrosoft CorporationAlphabet IncGoogleCore Scientific IncOracle CorporationMeta Platforms IncCoreWeaveLambda LabsNetwork EffectsScale EconomiesSwitching CostsVertically Integrated RetailerPhysical Infra & NetworksMarketplaces & PlatformsB2B SoftwareInformation TechnologyConsumer DiscretionaryCommunication Services
September 23, 2024
Amazon Logistics: Regionalization, Cross-Docking & Fulfillment Cost Optimization
of Leading Amazon Logistics Consulting Firm
Partner Interview
Amazon.com IncWayfair IncShopify IncWalmart IncFedEx CorporationUnited Parcel Service IncNetwork EffectsScale EconomiesSwitching CostsCounter PositioningVertically Integrated RetailerPhysical Infra & NetworksB2B SoftwareConsumer DiscretionaryInformation TechnologyConsumer StaplesIndustrials
August 5, 2024
MongoDB, Snowflake vs Databricks and the GenAI Tech Stack
President at Data Management Consulting Firm
Partner Interview
MongoDB IncAmazon Web ServicesElastic N.V.PineconeSnowflake IncDatabricksOracle CorporationAmazon.com IncSwitching CostsNetwork EffectsScale EconomiesB2B SoftwareVertically Integrated RetailerPhysical Infra & NetworksInformation TechnologyConsumer Discretionary
July 29, 2024
Wayfair vs Amazon: Supplier Experience, Return on Ad Spend & Discounting
Furniture Retailer (Amazon & Wayfair)
Partner Interview
Wayfair IncOVERSTOCK COM INCAmazon.com IncBeyond IncPottery BarnWilliams-Sonoma IncThe Home Depot IncRHWestwing Group SEInter IKEA Holding B.V.Walmart IncTarget CorporationCounter PositioningNetwork EffectsScale EconomiesSwitching CostsBrand EquityVertically Integrated RetailerPhysical Infra & NetworksUnique IP & BrandsConsumer DiscretionaryConsumer Staples
May 20, 2024
Douyin, PDD, Taobao, & JD: a Merchant Perspective
Former Senior Manager at Douyin, ByteDance and Alibaba
Partner Interview
PDD Holdings IncAlibaba Group Holding LimitedByteDanceJD.com IncAmazon.com IncShopify IncCounter PositioningNetwork EffectsScale EconomiesSwitching CostsVertically Integrated RetailerPhysical Infra & NetworksB2B SoftwareConsumer DiscretionaryInformation Technology
April 11, 2024
AO World, Amazon & UK Online White Goods Competition
Former Director at AO World
IP Interview
AO World PLCAmazon.com IncNetwork EffectsScale EconomiesSwitching CostsVertically Integrated RetailerPhysical Infra & NetworksConsumer Discretionary
March 14, 2024
Wayfair: Demand Forecasting
Former GM of Global Demand Planning and Inventory Management Strategy at Wayfair
Partner Interview
Wayfair IncWilliams-Sonoma IncThe Home Depot IncRHWestwing Group SEPottery BarnOVERSTOCK COM INCBed Bath & Beyond IncInter IKEA Holding B.V.Walmart IncTarget CorporationAmazon.com IncCounter PositioningBrand EquityNetwork EffectsScale EconomiesSwitching CostsVertically Integrated RetailerUnique IP & BrandsPhysical Infra & NetworksConsumer DiscretionaryConsumer Staples
February 20, 2024
HashiCorp: Sales & Marketing Strategy
Former Enterprise Marketing Director
Partner Interview
HashiCorp IncAmazon.com IncMicrosoft CorporationNetwork EffectsScale EconomiesSwitching CostsVertically Integrated RetailerPhysical Infra & NetworksInformation TechnologyConsumer Discretionary
February 16, 2024
Wayfair: CastleGate vs Amazon FBA Product-Market Fit
Wayfair Supplier
Partner Interview
Wayfair IncAmazon.com IncOVERSTOCK COM INCWalmart IncCounter PositioningNetwork EffectsScale EconomiesSwitching CostsVertically Integrated RetailerPhysical Infra & NetworksConsumer DiscretionaryConsumer Staples
January 23, 2024
Amazon: Shipping Bulky Goods Through the FBA Network
Former Senior Manager at Amazon Logistics
IP Interview
Lowe’s Companies IncWayfair IncAmazon.com IncWilliams-Sonoma IncOVERSTOCK COM INCBeyond IncThe Home Depot IncWalmart IncRHWestwing Group SECounter PositioningNetwork EffectsScale EconomiesSwitching CostsBrand EquityVertically Integrated RetailerPhysical Infra & NetworksUnique IP & BrandsConsumer DiscretionaryConsumer Staples
January 12, 2024
Amazon Fresh, Whole Foods, & US Online Grocery
Former Head of Launch Management at Amazon Fresh
IP Interview
Amazon.com IncOcado Group plcWalmart IncThe Kroger CoNetwork EffectsScale EconomiesSwitching CostsVertically Integrated RetailerPhysical Infra & NetworksOEMs w/ Installed BaseConsumer DiscretionaryConsumer Staples
December 27, 2023
Fulfillment by Amazon vs Wayfair CastleGate: A Supplier's Perspective
Furniture Retailer (Amazon & Wayfair)
IP Interview
Wayfair IncAmazon.com IncWilliams-Sonoma IncRHBed Bath & Beyond IncOVERSTOCK COM INCWalmart IncTarget CorporationCounter PositioningNetwork EffectsScale EconomiesSwitching CostsBrand EquityVertically Integrated RetailerPhysical Infra & NetworksUnique IP & BrandsConsumer DiscretionaryConsumer Staples
December 22, 2023
Amazon & Wayfair: Handling Large & Bulky Goods
Former Regional Director of Operations – Fulfillment Centers (FCs) - at Amazon
Partner Interview
Wayfair IncAmazon.com IncWalmart IncTarget CorporationRHOVERSTOCK COM INCBed Bath & Beyond IncWilliams-Sonoma IncCounter PositioningNetwork EffectsScale EconomiesSwitching CostsBrand EquityVertically Integrated RetailerPhysical Infra & NetworksUnique IP & BrandsConsumer DiscretionaryConsumer Staples
December 19, 2023
Amazon vs Temu: Business Model & Logistics
Former Senior Manager at Amazon Logistics
Partner Interview
Amazon.com IncTemuSHEINShopify IncTarget CorporationWalmart IncNetwork EffectsScale EconomiesSwitching CostsCounter PositioningVertically Integrated RetailerPhysical Infra & NetworksB2B SoftwareConsumer DiscretionaryInformation TechnologyConsumer Staples
December 18, 2023
The Trade Desk: Publisher Programmatic Strategies
Former EVP Digital Ad Sales at Warner Bros Discovery
IP Interview
The Trade Desk IncThe Walt Disney CompanyNetflix IncRoku IncAmazon.com IncDiscovery IncMagnite IncNetwork EffectsBrand EquityCounter PositioningScale EconomiesSwitching CostsMarketplaces & PlatformsUnique IP & BrandsVertically Integrated RetailerPhysical Infra & NetworksCommunication ServicesConsumer Discretionary
December 11, 2023
Wayfair vs Amazon: A Supplier's Perspective
Furniture Retailer (Amazon & Wayfair)
Partner Interview
Wayfair IncAmazon.com IncOVERSTOCK COM INCWilliams-Sonoma IncPottery BarnCounter PositioningNetwork EffectsScale EconomiesSwitching CostsVertically Integrated RetailerPhysical Infra & NetworksConsumer Discretionary
November 20, 2023
The Trade Desk: CTV Ecosystem, Netflix Ads, & Programmatic Buying
Former Head of Investments at Ocean Media
IP Interview
The Trade Desk IncMagnite IncNetflix IncThe Walt Disney CompanyAmazon.com IncRoku IncGoogleNetwork EffectsCounter PositioningBrand EquityScale EconomiesSwitching CostsMarketplaces & PlatformsUnique IP & BrandsVertically Integrated RetailerPhysical Infra & NetworksCommunication ServicesConsumer Discretionary
IP Dialogue
Investor Dialogue: Wayfair, Temple & Webster, Furniture Logistics, & Structural Advantages
November 11, 2023
November 5, 2023
Wayfair CastleGate Economics: Supplier's Perspective
Wayfair Supplier
Partner Interview
Wayfair IncOVERSTOCK COM INCAmazon.com IncWilliams-Sonoma IncCounter PositioningNetwork EffectsScale EconomiesSwitching CostsVertically Integrated RetailerPhysical Infra & NetworksConsumer Discretionary
November 1, 2023
Wayfair: German Market Challenges
Former Head of EU Commercial Analytics at Wayfair
Partner Interview
Wayfair IncAmazon.com IncWestwing Group SECounter PositioningNetwork EffectsScale EconomiesSwitching CostsVertically Integrated RetailerPhysical Infra & NetworksConsumer Discretionary
October 23, 2023
Overstock.com vs Wayfair: Product Flow through the Network
Wayfair Supplier
IP Interview
Wayfair IncOVERSTOCK COM INCAmazon.com IncWilliams-Sonoma IncRHCounter PositioningNetwork EffectsScale EconomiesSwitching CostsBrand EquityVertically Integrated RetailerPhysical Infra & NetworksUnique IP & BrandsConsumer Discretionary
October 20, 2023
Amazon Robotics: Sparrow & Warehouse Cost Efficiencies
Former Head of Systems and Products at Amazon Robotics
IP Interview
Amazon.com IncNetwork EffectsScale EconomiesSwitching CostsVertically Integrated RetailerPhysical Infra & NetworksConsumer Discretionary
October 15, 2023
Spotify Podcast Ads: Monetising a Megaphone Show
Co-founder at Megaphone
IP Interview
Spotify Technology S.A.Sirius XM Holdings IncAmazon.com IncGoogleAlphabet IncNetwork EffectsScale EconomiesSwitching CostsMarketplaces & PlatformsVertically Integrated RetailerPhysical Infra & NetworksCommunication ServicesConsumer Discretionary
October 6, 2023
Spotify Podcasting: Original Content Strategy
Former Podcast Executive at Spotify
IP Interview
Spotify Technology S.A.GoogleAlphabet IncAmazon.com IncApple IncNetwork EffectsScale EconomiesSwitching CostsBrand EquityMarketplaces & PlatformsPhysical Infra & NetworksVertically Integrated RetailerCommunication ServicesConsumer DiscretionaryInformation Technology
October 1, 2023
Wayfair: Dropshipping Unit Flow
President at a Wayfair Supplier
IP Interview
Wayfair IncWilliams-Sonoma IncAmazon.com IncOVERSTOCK COM INCRHCounter PositioningNetwork EffectsScale EconomiesSwitching CostsBrand EquityVertically Integrated RetailerPhysical Infra & NetworksUnique IP & BrandsConsumer Discretionary
September 21, 2023
Shein: Disrupting Fast Fashion
Former Shein Manager and Zara and ASOS Supplier
IP Interview
SHEINIndustria de Diseño Textil S.A.ASOS plcAssociated British Foods plcboohoo group plcZalando SEBooztAmazon.com IncPDD Holdings IncCounter PositioningBrand EquityNetwork EffectsScale EconomiesSwitching CostsVertically Integrated RetailerMarketplaces & PlatformsPhysical Infra & NetworksConsumer DiscretionaryConsumer Staples
September 16, 2023
Shein: Perspective of a Supplier
Shein Supplier
IP Interview
SHEINASOS plcboohoo group plcAssociated British Foods plcZalando SEBooztIndustria de Diseño Textil S.A.Amazon.com IncPDD Holdings IncCounter PositioningNetwork EffectsBrand EquityScale EconomiesSwitching CostsVertically Integrated RetailerMarketplaces & PlatformsPhysical Infra & NetworksConsumer DiscretionaryConsumer Staples
September 12, 2023
Shein vs Zara vs ASOS: A Supplier's Perspective
Former Shein Manager and Zara and ASOS Supplier
IP Interview
SHEINIndustria de Diseño Textil S.A.Amazon.com IncPDD Holdings IncAssociated British Foods plcZalando SEBooztboohoo group plcASOS plcCounter PositioningBrand EquityNetwork EffectsScale EconomiesSwitching CostsVertically Integrated RetailerPhysical Infra & NetworksMarketplaces & PlatformsConsumer DiscretionaryConsumer Staples
August 24, 2023
SpaceX: Understanding Starlink
Former Starlink Infrastructure Lead at SpaceX
Partner Interview
SpaceXAmazon.com IncNetwork EffectsScale EconomiesSwitching CostsVertically Integrated RetailerPhysical Infra & NetworksConsumer Discretionary
August 17, 2023
Hyperscalers: Cloud TAM
Former CIO at Global CPG company
Partner Interview
SAP SEAmazon.com IncAlphabet IncMicrosoft CorporationOracle CorporationGoogleNetwork EffectsScale EconomiesSwitching CostsVertically Integrated RetailerPhysical Infra & NetworksMarketplaces & PlatformsB2B SoftwareInformation TechnologyConsumer DiscretionaryCommunication Services
May 9, 2023
Tesla: Artificial Intelligence in Autonomous Driving
Former President, Level 5 at Lyft and Woven Planet (Toyota)
Partner Interview
Tesla IncAmazon.com IncLyft IncAlphabet IncGeneral Motors CompanyAuroraUber Technologies IncMotionalGetaroundWayveFord Motor CompanyArgo AIProcess PowerBrand EquityNetwork EffectsScale EconomiesSwitching CostsVertically Integrated RetailerPhysical Infra & NetworksMarketplaces & PlatformsConsumer DiscretionaryIndustrialsCommunication Services
April 13, 2023
YouTube, Twitch, & Live-Video Monetisation
Former Product Manager at YouTube
Partner Interview
GoogleAmazon.com IncByteDanceNetwork EffectsScale EconomiesSwitching CostsMarketplaces & PlatformsVertically Integrated RetailerPhysical Infra & NetworksConsumer Discretionary
March 21, 2023
Amazon Logistics: US Network Buildout & Rationalization
IP Interview
Amazon.com IncFedEx CorporationShopify IncNetwork EffectsScale EconomiesSwitching CostsVertically Integrated RetailerPhysical Infra & NetworksB2B SoftwareConsumer DiscretionaryIndustrialsInformation Technology
March 2, 2023
Amazon Ads: 1P and 3P Spend Breakdown
Former Sales Manager at Amazon Advertising
IP Interview
Amazon.com IncGoogleMicrosoft CorporationNetwork EffectsScale EconomiesSwitching CostsVertically Integrated RetailerPhysical Infra & NetworksMarketplaces & PlatformsConsumer DiscretionaryInformation Technology
February 28, 2023
Amazon Prime's Sports Rights Strategy
Former Head of Global Sport at Amazon Prime Video
IP Interview
Amazon.com IncApple IncNetflix IncThe Walt Disney CompanyNetwork EffectsScale EconomiesSwitching CostsBrand EquityCounter PositioningVertically Integrated RetailerPhysical Infra & NetworksMarketplaces & PlatformsUnique IP & BrandsConsumer DiscretionaryInformation TechnologyCommunication Services
February 20, 2023
Amazon Ads, Google DoubleClick & the Ad Tech Value Chain
Former Director at Amazon Advertising
IP Interview
Amazon.com IncGoogleMagnite IncTremor InternationalNetwork EffectsScale EconomiesSwitching CostsVertically Integrated RetailerPhysical Infra & NetworksMarketplaces & PlatformsConsumer DiscretionaryCommunication Services
February 15, 2023
Amazon Ads & The Retail Media Landscape
Current EVP at Skai (formerly Kenshoo)
IP Interview
Amazon.com IncGoogleThe Trade Desk IncNetwork EffectsScale EconomiesSwitching CostsVertically Integrated RetailerPhysical Infra & NetworksMarketplaces & PlatformsConsumer DiscretionaryCommunication Services
February 13, 2023
Snowflake, Synapse, and Redshift: Customer Angle
Former Director of Technology at Capital One
Partner Interview
Snowflake IncMicrosoft CorporationAmazon.com IncGoogleSwitching CostsNetwork EffectsScale EconomiesB2B SoftwarePhysical Infra & NetworksVertically Integrated RetailerMarketplaces & PlatformsInformation TechnologyConsumer Discretionary
February 1, 2023
Fedex Express: The Design & Evolution of a Delivery Network
Former Senior Vice President at Fedex
IP Interview
Amazon.com IncFedEx CorporationNetwork EffectsScale EconomiesSwitching CostsVertically Integrated RetailerPhysical Infra & NetworksConsumer DiscretionaryIndustrials
January 23, 2023
Cogent Communications: Hyperscalers' Dark Fiber Demand
Network Acquisition Executive at Hyperscaler
Partner Interview
Amazon Web ServicesGoogleAmazon.com IncMicrosoft CorporationCogent Communications Holdings IncAlphabet IncNetwork EffectsScale EconomiesSwitching CostsMarketplaces & PlatformsVertically Integrated RetailerPhysical Infra & NetworksConsumer DiscretionaryInformation TechnologyCommunication Services
December 22, 2022
Amazon Advertising: Endemic & Non-Endemic Ads
Former Head of Sales at Amazon Advertising
IP Interview
GoogleAmazon.com IncNetflix IncNetwork EffectsScale EconomiesSwitching CostsCounter PositioningMarketplaces & PlatformsVertically Integrated RetailerPhysical Infra & NetworksConsumer DiscretionaryCommunication Services
November 30, 2022
Amazon FBA & 3P Sales: A Seller's Perspective
Amazon Third-Party Seller for 16 years
IP Interview
Amazon.com IncShopify IncNetwork EffectsScale EconomiesSwitching CostsVertically Integrated RetailerPhysical Infra & NetworksB2B SoftwareConsumer DiscretionaryInformation Technology
November 29, 2022
Amazon Web Services: Data Center Economics
Former Director at Amazon Web Services
Partner Interview
GoogleAmazon.com IncMicrosoft CorporationNetwork EffectsScale EconomiesSwitching CostsMarketplaces & PlatformsVertically Integrated RetailerPhysical Infra & NetworksConsumer DiscretionaryInformation Technology
October 29, 2022
Databricks: Melting the SNOW
Former Director at AWS and Current Strategic Executive at Databricks
Partner Interview
DatabricksSnowflake IncAmazon.com IncSwitching CostsNetwork EffectsScale EconomiesB2B SoftwareVertically Integrated RetailerPhysical Infra & NetworksInformation TechnologyConsumer Discretionary
October 29, 2022
Amazon: Deconstructing the Retail P&L
Former Finance Manager at Amazon
IP Interview
Amazon.com IncNetwork EffectsScale EconomiesSwitching CostsVertically Integrated RetailerPhysical Infra & NetworksConsumer Discretionary
October 21, 2022
AWS: Running a Hyperscale Data Center
Former Director at Amazon Web Services
Partner Interview
GoogleAmazon.com IncMicrosoft CorporationNetwork EffectsScale EconomiesSwitching CostsMarketplaces & PlatformsVertically Integrated RetailerPhysical Infra & NetworksConsumer DiscretionaryInformation Technology
October 20, 2022
Netflix Engineering & AWS Relationship
Former Engineering Leader at Netflix
Partner Interview
Netflix IncAmazon.com IncCounter PositioningNetwork EffectsScale EconomiesSwitching CostsMarketplaces & PlatformsVertically Integrated RetailerPhysical Infra & NetworksCommunication ServicesConsumer Discretionary
October 16, 2022
Confluent, Amazon MSK, & Apache Kafka
Former Director, Engineering at Confluent
Partner Interview
Confluent IncAmazon.com IncNetwork EffectsScale EconomiesSwitching CostsVertically Integrated RetailerPhysical Infra & NetworksInformation TechnologyConsumer Discretionary
October 10, 2022
Databricks, Snowflake, GCP, & Public Cloud Competition
Former Director at Google Cloud
Partner Interview
DatabricksSnowflake IncAmazon.com IncMicrosoft CorporationSwitching CostsNetwork EffectsScale EconomiesB2B SoftwareVertically Integrated RetailerPhysical Infra & NetworksInformation TechnologyConsumer Discretionary
IP Dialogue
Investor Dialogue: Amazon Web Services
In Practise Investor Dialogue
October 6, 2022
October 2, 2022
Amazon Retail EMEA Strategy and Profitability
Former Finance Director at Amazon EMEA
Partner Interview
Amazon.com IncNetwork EffectsScale EconomiesSwitching CostsVertically Integrated RetailerPhysical Infra & NetworksConsumer Discretionary
September 23, 2022
Amazon Retail: 1P vs 3P Economics
Former General Manager at Amazon
IP Interview
Amazon.com IncNetwork EffectsScale EconomiesSwitching CostsVertically Integrated RetailerPhysical Infra & NetworksConsumer Discretionary
September 16, 2022
SAP HANA, Google Cloud, & Long-Run Hyperscaler Competition
Former Director at Google Cloud
Partner Interview
GoogleAmazon.com IncMicrosoft CorporationSAP SENetwork EffectsScale EconomiesSwitching CostsMarketplaces & PlatformsVertically Integrated RetailerPhysical Infra & NetworksConsumer DiscretionaryInformation Technology
September 9, 2022
The History of x86, ARM, & Amazon's Graviton Processor
Principal Developer Advocate at Honeycomb and Former SRE Leader at Google
IP Interview
Amazon.com IncMicrosoft CorporationGoogleIntel CorporationNetwork EffectsScale EconomiesSwitching CostsVertically Integrated RetailerPhysical Infra & NetworksMarketplaces & PlatformsConsumer DiscretionaryInformation Technology
September 8, 2022
Amazon Web Services: EC2 Graviton Strategy
Former Senior Manager at Amazon Web Services
IP Interview
GoogleAmazon.com IncMicrosoft CorporationIntel CorporationNetwork EffectsScale EconomiesSwitching CostsMarketplaces & PlatformsVertically Integrated RetailerPhysical Infra & NetworksConsumer DiscretionaryInformation Technology
September 3, 2022
Azure, GCP, BigQuery, Snowflake & Cloud Competition
Former Director of Google Cloud
IP Interview
Amazon.com IncGoogleMicrosoft CorporationSnowflake IncNetwork EffectsScale EconomiesSwitching CostsVertically Integrated RetailerPhysical Infra & NetworksMarketplaces & PlatformsB2B SoftwareConsumer DiscretionaryInformation Technology
August 25, 2022
AWS: Containers, Kubernetes, & EC2 Stickiness
Former Senior Manager at Amazon Web Services
IP Interview
GoogleAmazon.com IncMicrosoft CorporationNetwork EffectsScale EconomiesSwitching CostsMarketplaces & PlatformsVertically Integrated RetailerPhysical Infra & NetworksConsumer DiscretionaryInformation Technology
August 24, 2022
AWS: Culture, EC2, EBIT Margins & Market Share Outlook
Former Senior Manager at Amazon Web Services
IP Interview
Amazon.com IncMicrosoft CorporationGoogleNetwork EffectsScale EconomiesSwitching CostsVertically Integrated RetailerPhysical Infra & NetworksMarketplaces & PlatformsConsumer DiscretionaryInformation Technology
August 19, 2022
AWS, GCP, Azure, Oracle & Cloud Hyperscaler Competition
Former Director of Google Cloud
Partner Interview
Oracle CorporationGoogleAmazon.com IncMicrosoft CorporationSwitching CostsNetwork EffectsScale EconomiesB2B SoftwareMarketplaces & PlatformsVertically Integrated RetailerPhysical Infra & NetworksInformation TechnologyConsumer Discretionary
July 27, 2022
Snowflake, Redshift, & AWS Partner Program
ISV Partner Sales Lead at Amazon Web Services
IP Interview
Snowflake IncAmazon.com IncSwitching CostsNetwork EffectsScale EconomiesB2B SoftwareVertically Integrated RetailerPhysical Infra & NetworksInformation TechnologyConsumer Discretionary
July 22, 2022
AWS: Competitive Positioning & Shift from Horizontal to Vertical Selling
Former Head of Strategy, Amazon AWS West-US
Partner Interview
Oracle CorporationSnowflake IncGoogleAmazon.com IncMicrosoft CorporationSwitching CostsNetwork EffectsScale EconomiesB2B SoftwareMarketplaces & PlatformsVertically Integrated RetailerPhysical Infra & NetworksInformation TechnologyConsumer Discretionary
July 1, 2022
Snowflake Positioning vs AWS, GCP, Azure
Former Director of Google Cloud
Partner Interview
Snowflake IncGoogleAmazon.com IncMicrosoft CorporationSwitching CostsNetwork EffectsScale EconomiesB2B SoftwareMarketplaces & PlatformsVertically Integrated RetailerPhysical Infra & NetworksInformation TechnologyConsumer Discretionary
February 25, 2022
Wayfair, Amazon, and Building Global Ecommerce Supply Chains
Former Chief Global Supply Chain Officer at Wayfair
IP Interview
Amazon.com IncWayfair IncNetwork EffectsScale EconomiesSwitching CostsCounter PositioningVertically Integrated RetailerPhysical Infra & NetworksConsumer Discretionary
December 12, 2021
Wayfair: CastleGate & Online Furniture Logistics
Former Head of Global Fulfilment Engineering at Wayfair
IP Interview
Amazon.com IncWayfair IncNetwork EffectsScale EconomiesSwitching CostsCounter PositioningVertically Integrated RetailerPhysical Infra & NetworksConsumer Discretionary
December 3, 2021
InPost & The Automated Parcel Machine (APM) Industry
Co-Founder and Group CEO at alfred24
Partner Interview
Amazon.com IncAllegro.eu SAInPost S.A.Network EffectsScale EconomiesSwitching CostsVertically Integrated RetailerPhysical Infra & NetworksConsumer DiscretionaryIndustrials
September 11, 2021
Etsy, Amazon Handmade, & Potential Limitations to Scale
Former Vice President at Etsy
IP Interview
Etsy InceBay IncAmazon.com IncNetwork EffectsScale EconomiesSwitching CostsMarketplaces & PlatformsVertically Integrated RetailerPhysical Infra & NetworksConsumer Discretionary
July 14, 2021
Amazon Advertising
Founder and Managing Director at Marketplace AMP, Amazon Advertising Agency
IP Interview
Amazon.com IncGoogleWalmart IncNetwork EffectsScale EconomiesSwitching CostsVertically Integrated RetailerPhysical Infra & NetworksMarketplaces & PlatformsConsumer DiscretionaryConsumer Staples
April 3, 2021
Amazon's Outsourced Fulfilment Strategy: 3PL Customer Perspective
Former Director European External Fulfilment at Amazon
IP Interview
XPO IncAmazon.com IncKuehne + Nagel International AGNetwork EffectsScale EconomiesSwitching CostsPhysical Infra & NetworksVertically Integrated RetailerIndustrialsConsumer Discretionary
February 5, 2021
Amazon vs CDON, Allegro, & Bol.com
Former VP, Amazon Logistics Europe
IP Interview
Amazon.com IncCDONAllegro.eu SANetwork EffectsScale EconomiesSwitching CostsVertically Integrated RetailerPhysical Infra & NetworksConsumer Discretionary
October 20, 2020
Evolution of Music: 1980's-2020's
Former Chairman and CEO, Sony Music, UK
IP Interview
Sony Group CorporationWarner Music Group CorpAmazon.com IncSpotify Technology S.A.Cornered ResourceNetwork EffectsScale EconomiesSwitching CostsUnique IP & BrandsVertically Integrated RetailerPhysical Infra & NetworksMarketplaces & PlatformsConsumer DiscretionaryCommunication Services
October 14, 2020
Major Record Labels: Business Model Evolution
Former Chairman and CEO, Sony Music, UK
IP Interview
Warner Music Group CorpSony Group CorporationAmazon.com IncSpotify Technology S.A.Cornered ResourceNetwork EffectsScale EconomiesSwitching CostsUnique IP & BrandsVertically Integrated RetailerPhysical Infra & NetworksMarketplaces & PlatformsCommunication ServicesConsumer Discretionary
October 1, 2020
Atlassian: Reselling Jira and Confluence
Former VP, Product at Adaptavist, largest European Atlassian Reseller
IP Interview
Atlassian Corporation PlcAmazon.com IncMicrosoft CorporationSwitching CostsNetwork EffectsScale EconomiesB2B SoftwareVertically Integrated RetailerPhysical Infra & NetworksInformation TechnologyConsumer Discretionary
September 29, 2020
Alteryx: Land and Expand
Former Senior Vice President at Alteryx
IP Interview
Snowflake IncAmazon.com IncAlteryx IncSwitching CostsNetwork EffectsScale EconomiesB2B SoftwareVertically Integrated RetailerPhysical Infra & NetworksInformation TechnologyConsumer Discretionary
September 27, 2020
New Relic vs Datadog: Fight for Observability
Former Head of Marketing, EMEA at New Relic
IP Interview
Datadog IncNew Relic IncAmazon.com IncSplunk IncMicrosoft CorporationSwitching CostsNetwork EffectsScale EconomiesB2B SoftwareVertically Integrated RetailerPhysical Infra & NetworksInformation TechnologyConsumer Discretionary
September 8, 2020
Google Cloud & Datadog: Cloud Providers vs DevOps SaaS
Former Product Leader at Google Cloud Platform
IP Interview
GoogleAmazon.com IncDatadog IncSplunk IncMicrosoft CorporationNetwork EffectsScale EconomiesSwitching CostsMarketplaces & PlatformsVertically Integrated RetailerPhysical Infra & NetworksB2B SoftwareConsumer DiscretionaryInformation Technology
August 8, 2020
Amazon's Hiring Process: Hiring for Character
Former VP, Amazon Logistics Europe
IP Interview
Amazon.com IncNetwork EffectsScale EconomiesSwitching CostsVertically Integrated RetailerPhysical Infra & NetworksConsumer Discretionary
August 8, 2020
The Pillars of Amazon's Hiring Process
Former VP, Amazon Logistics Europe
IP Interview
Amazon.com IncNetwork EffectsScale EconomiesSwitching CostsVertically Integrated RetailerPhysical Infra & NetworksConsumer Discretionary
August 8, 2020
Culture & Leadership: Lessons From 18 Years at Amazon
Former VP, Amazon Logistics Europe
IP Interview
Amazon.com IncNetwork EffectsScale EconomiesSwitching CostsVertically Integrated RetailerPhysical Infra & NetworksConsumer Discretionary
August 8, 2020
Amazon Leadership Principles: Think Big, Invent and Simplify, Hire and Develop the Best, Bias for Action
Former VP, Amazon Logistics Europe
IP Interview
Amazon.com IncNetwork EffectsScale EconomiesSwitching CostsVertically Integrated RetailerPhysical Infra & NetworksConsumer Discretionary
August 8, 2020
COVID-19 Disruption: eCommerce Logistics
Former VP, Amazon Logistics Europe
IP Interview
Amazon.com IncNetwork EffectsScale EconomiesSwitching CostsVertically Integrated RetailerPhysical Infra & NetworksConsumer Discretionary
August 8, 2020
The Evolution of Amazon's Logistics Operations in Europe: Business Processes
Former VP, Amazon Logistics Europe
IP Interview
Amazon.com IncNetwork EffectsScale EconomiesSwitching CostsVertically Integrated RetailerPhysical Infra & NetworksConsumer Discretionary
August 8, 2020
Amazon's Europe Logistics Operations Evolution: The Last Mile
Former VP, Amazon Logistics Europe
IP Interview
Amazon.com IncNetwork EffectsScale EconomiesSwitching CostsVertically Integrated RetailerPhysical Infra & NetworksConsumer Discretionary
August 8, 2020
The Evolution of Amazon's Logistics Operations in Europe
Former VP, Amazon Logistics Europe
IP Interview
Amazon.com IncNetwork EffectsScale EconomiesSwitching CostsVertically Integrated RetailerPhysical Infra & NetworksConsumer Discretionary
August 8, 2020
Amazon Logistics: Challenge Scaling
Former VP, Amazon Logistics Europe
IP Interview
Amazon.com IncNetwork EffectsScale EconomiesSwitching CostsVertically Integrated RetailerPhysical Infra & NetworksConsumer Discretionary
August 8, 2020
Amazon Cost per Parcel Delivery
Former VP, Amazon Logistics Europe
IP Interview
Amazon.com IncNetwork EffectsScale EconomiesSwitching CostsVertically Integrated RetailerPhysical Infra & NetworksConsumer Discretionary
August 8, 2020
Amazon vs Fedex and Carriers
Former VP, Amazon Logistics Europe
IP Interview
Amazon.com IncNetwork EffectsScale EconomiesSwitching CostsVertically Integrated RetailerPhysical Infra & NetworksConsumer Discretionary
August 8, 2020
Amazon Last Mile: Density to Insource
Former VP, Amazon Logistics Europe
IP Interview
Amazon.com IncNetwork EffectsScale EconomiesSwitching CostsVertically Integrated RetailerPhysical Infra & NetworksConsumer Discretionary
August 8, 2020
Amazon Last Mile
Former VP, Amazon Logistics Europe
IP Interview
Amazon.com IncNetwork EffectsScale EconomiesSwitching CostsVertically Integrated RetailerPhysical Infra & NetworksConsumer Discretionary
August 8, 2020
Amazon vs Chewy Logistics
Former VP, Amazon Logistics Europe
IP Interview
Amazon.com IncNetwork EffectsScale EconomiesSwitching CostsVertically Integrated RetailerPhysical Infra & NetworksConsumer Discretionary
August 8, 2020
Amazon Logistics Cost Structure
Former VP, Amazon Logistics Europe
IP Interview
Amazon.com IncNetwork EffectsScale EconomiesSwitching CostsVertically Integrated RetailerPhysical Infra & NetworksConsumer Discretionary
August 8, 2020
Amazon Logistics: Random Storage
Former VP, Amazon Logistics Europe
IP Interview
Amazon.com IncNetwork EffectsScale EconomiesSwitching CostsVertically Integrated RetailerPhysical Infra & NetworksConsumer Discretionary
August 8, 2020
Amazon Logistics: Sorting and Picking
Former VP, Amazon Logistics Europe
IP Interview
Amazon.com IncNetwork EffectsScale EconomiesSwitching CostsVertically Integrated RetailerPhysical Infra & NetworksConsumer Discretionary
August 6, 2020
Amazon: Language Advantage
Former VP, Amazon Logistics Europe
IP Interview
Amazon.com IncNetwork EffectsScale EconomiesSwitching CostsVertically Integrated RetailerPhysical Infra & NetworksConsumer Discretionary
August 6, 2020
FBA: Fulfilled by Amazon
Former VP, Amazon Logistics Europe
IP Interview
Amazon.com IncNetwork EffectsScale EconomiesSwitching CostsVertically Integrated RetailerPhysical Infra & NetworksConsumer Discretionary
August 6, 2020
Amazon Logistics Growth Strategy
Former VP, Amazon Logistics Europe
IP Interview
Amazon.com IncNetwork EffectsScale EconomiesSwitching CostsVertically Integrated RetailerPhysical Infra & NetworksConsumer Discretionary
August 6, 2020
Amazon European Logistics Network Buildout
Former VP, Amazon Logistics Europe
IP Interview
Amazon.com IncNetwork EffectsScale EconomiesSwitching CostsVertically Integrated RetailerPhysical Infra & NetworksConsumer Discretionary
August 6, 2020
Amazon Logistics: Inbound
Former VP, Amazon Logistics Europe
IP Interview
Amazon.com IncNetwork EffectsScale EconomiesSwitching CostsVertically Integrated RetailerPhysical Infra & NetworksConsumer Discretionary
May 29, 2020
Amazon European Logistics Buildout
Former VP, Amazon Logistics Europe
IP Interview
Amazon.com IncNetwork EffectsScale EconomiesSwitching CostsVertically Integrated RetailerPhysical Infra & NetworksConsumer Discretionary
May 4, 2020
Challenges in Scaling Deliveroo
Former CFO at Deliveroo & Finance Director, EMEA, Amazon
IP Interview
Amazon.com IncDeliveroo plcNetwork EffectsScale EconomiesSwitching CostsVertically Integrated RetailerPhysical Infra & NetworksMarketplaces & PlatformsConsumer Discretionary
April 29, 2020
Amazon Europe: Logistics, Hiring and Leadership Principles
Former VP, Amazon Logistics Europe
IP Interview
Amazon.com IncNetwork EffectsScale EconomiesSwitching CostsVertically Integrated RetailerPhysical Infra & NetworksConsumer Discretionary
April 6, 2020
What Drives High-Performing Teams
Former CFO at Deliveroo & Finance Director, EMEA, Amazon
IP Interview
Amazon.com IncDeliveroo plcNetwork EffectsScale EconomiesSwitching CostsVertically Integrated RetailerPhysical Infra & NetworksMarketplaces & PlatformsConsumer Discretionary
April 6, 2020
Amazon: Culture and Scaling
Former CFO at Deliveroo & Finance Director, EMEA, Amazon
IP Interview
Amazon.com IncDeliveroo plcNetwork EffectsScale EconomiesSwitching CostsVertically Integrated RetailerPhysical Infra & NetworksMarketplaces & PlatformsConsumer Discretionary
April 6, 2020
How to Hire for Fast-Growth Companies
Former CFO at Deliveroo & Finance Director, EMEA, Amazon
IP Interview
Amazon.com IncDeliveroo plcNetwork EffectsScale EconomiesSwitching CostsVertically Integrated RetailerPhysical Infra & NetworksMarketplaces & PlatformsConsumer Discretionary
April 6, 2020
How Amazon Drives Long-Term Oriented Behaviour Through Incentives
Former CFO at Deliveroo & Finance Director, EMEA, Amazon
IP Interview
Amazon.com IncDeliveroo plcNetwork EffectsScale EconomiesSwitching CostsVertically Integrated RetailerPhysical Infra & NetworksMarketplaces & PlatformsConsumer Discretionary
April 6, 2020
Lessons from Scaling Amazon's European Business
Former CFO at Deliveroo & Finance Director, EMEA, Amazon
IP Interview
Amazon.com IncDeliveroo plcNetwork EffectsScale EconomiesSwitching CostsVertically Integrated RetailerPhysical Infra & NetworksMarketplaces & PlatformsConsumer Discretionary
April 6, 2020
How Amazon Deals With Failure
Former CFO at Deliveroo & Finance Director, EMEA, Amazon
IP Interview
Amazon.com IncDeliveroo plcNetwork EffectsScale EconomiesSwitching CostsVertically Integrated RetailerPhysical Infra & NetworksMarketplaces & PlatformsConsumer Discretionary
April 6, 2020
How Ego Gets in the Way of Learning From Failure
Former CFO at Deliveroo & Finance Director, EMEA, Amazon
IP Interview
Amazon.com IncDeliveroo plcNetwork EffectsScale EconomiesSwitching CostsVertically Integrated RetailerPhysical Infra & NetworksMarketplaces & PlatformsConsumer Discretionary
April 6, 2020
Cultivating Self-Awareness and Learning From Failure
Former CFO at Deliveroo & Finance Director, EMEA, Amazon
IP Interview
Amazon.com IncDeliveroo plcNetwork EffectsScale EconomiesSwitching CostsVertically Integrated RetailerPhysical Infra & NetworksMarketplaces & PlatformsConsumer Discretionary
April 6, 2020
The Relationship Between CEO and CFO: A Balancing Act
Former CFO at Deliveroo & Finance Director, EMEA, Amazon
IP Interview
Amazon.com IncDeliveroo plcNetwork EffectsScale EconomiesSwitching CostsVertically Integrated RetailerPhysical Infra & NetworksMarketplaces & PlatformsConsumer Discretionary
April 6, 2020
What Prevents Managers Growing into Leaders?
Former CFO at Deliveroo & Finance Director, EMEA, Amazon
IP Interview
Amazon.com IncDeliveroo plcNetwork EffectsScale EconomiesSwitching CostsVertically Integrated RetailerPhysical Infra & NetworksMarketplaces & PlatformsConsumer Discretionary
April 5, 2020
Amazon's Approach to Hiring: Growing a Pool of Talent
Former CFO at Deliveroo & Finance Director, EMEA, Amazon
IP Interview
Amazon.com IncNetwork EffectsScale EconomiesSwitching CostsVertically Integrated RetailerPhysical Infra & NetworksConsumer Discretionary
April 5, 2020
Amazon: Creating a Learning Environment
Former CFO at Deliveroo & Finance Director, EMEA, Amazon
IP Interview
Amazon.com IncDeliveroo plcNetwork EffectsScale EconomiesSwitching CostsVertically Integrated RetailerPhysical Infra & NetworksMarketplaces & PlatformsConsumer Discretionary
April 5, 2020
Defining Excellence in Leadership: Service and Humility
Former CFO at Deliveroo & Finance Director, EMEA, Amazon
IP Interview
Amazon.com IncDeliveroo plcNetwork EffectsScale EconomiesSwitching CostsVertically Integrated RetailerPhysical Infra & NetworksMarketplaces & PlatformsConsumer Discretionary
March 30, 2020
Lessons from Eight Years at Amazon, Inc.
Former CFO at Deliveroo & Finance Director, EMEA, Amazon
IP Interview
Amazon.com IncNetwork EffectsScale EconomiesSwitching CostsVertically Integrated RetailerPhysical Infra & NetworksConsumer Discretionary
January 4, 2020
Netflix versus HBO, Apple, and Amazon
Former Vice President, Head of International Originals, at Netflix
IP Interview
Amazon.com IncWarnerMedia EntertainmentAT&T IncNetflix IncNetwork EffectsScale EconomiesSwitching CostsCounter PositioningVertically Integrated RetailerPhysical Infra & NetworksMarketplaces & PlatformsConsumer DiscretionaryCommunication Services
January 3, 2020
How Amazons Embeds Company Leadership Principles in Day-To-Day Behaviour
Former CFO at Deliveroo & Finance Director, EMEA, Amazon
IP Interview
Amazon.com IncNetwork EffectsScale EconomiesSwitching CostsVertically Integrated RetailerPhysical Infra & NetworksConsumer Discretionary
May 24, 2019
Amazon's Culture
Former CFO at Deliveroo & Finance Director, EMEA, Amazon
IP Interview
Amazon.com IncNetwork EffectsScale EconomiesSwitching CostsVertically Integrated RetailerPhysical Infra & NetworksConsumer Discretionary
April 25, 2019
Amazon Fulfilment Process
Former Global Director of Operations Benchmarking at Amazon
IP Interview
Amazon.com IncNetwork EffectsScale EconomiesSwitching CostsVertically Integrated RetailerPhysical Infra & NetworksConsumer Discretionary

Amazon.com Inc

Wayfair Final Mile Delivery: Operations & Economics

Wayfair: Drayage Process & Economics

Wayfair & Impact of Potential Tariffs - A Supplier’s Perspective

Waymo vs Tesla: Perception, Behavior, & End-to-End Machine Learning

AWS & Hyperscalers vs Lambda, CoreWeave & Mid Tier GPU Cloud Providers

Amazon Logistics: Regionalization, Cross-Docking & Fulfillment Cost Optimization

MongoDB, Snowflake vs Databricks and the GenAI Tech Stack

Wayfair vs Amazon: Supplier Experience, Return on Ad Spend & Discounting

Douyin, PDD, Taobao, & JD: a Merchant Perspective

AO World, Amazon & UK Online White Goods Competition

Wayfair: Demand Forecasting

HashiCorp: Sales & Marketing Strategy

Wayfair: CastleGate vs Amazon FBA Product-Market Fit

Amazon: Shipping Bulky Goods Through the FBA Network

Amazon Fresh, Whole Foods, & US Online Grocery

Fulfillment by Amazon vs Wayfair CastleGate: A Supplier's Perspective

Amazon & Wayfair: Handling Large & Bulky Goods

Amazon vs Temu: Business Model & Logistics

The Trade Desk: Publisher Programmatic Strategies

Wayfair vs Amazon: A Supplier's Perspective

The Trade Desk: CTV Ecosystem, Netflix Ads, & Programmatic Buying

Investor Dialogue: Wayfair, Temple & Webster, Furniture Logistics, & Structural Advantages

Wayfair CastleGate Economics: Supplier's Perspective

Wayfair: German Market Challenges

Overstock.com vs Wayfair: Product Flow through the Network

Amazon Robotics: Sparrow & Warehouse Cost Efficiencies

Spotify Podcast Ads: Monetising a Megaphone Show

Spotify Podcasting: Original Content Strategy

Wayfair: Dropshipping Unit Flow

Shein: Disrupting Fast Fashion

Shein: Perspective of a Supplier

Shein vs Zara vs ASOS: A Supplier's Perspective

SpaceX: Understanding Starlink

Hyperscalers: Cloud TAM

Tesla: Artificial Intelligence in Autonomous Driving

YouTube, Twitch, & Live-Video Monetisation

Amazon Logistics: US Network Buildout & Rationalization

Amazon Ads: 1P and 3P Spend Breakdown

Amazon Prime's Sports Rights Strategy

Amazon Ads, Google DoubleClick & the Ad Tech Value Chain

Amazon Ads & The Retail Media Landscape

Snowflake, Synapse, and Redshift: Customer Angle

Fedex Express: The Design & Evolution of a Delivery Network

Cogent Communications: Hyperscalers' Dark Fiber Demand

Amazon Advertising: Endemic & Non-Endemic Ads

Amazon FBA & 3P Sales: A Seller's Perspective

Amazon Web Services: Data Center Economics

Databricks: Melting the SNOW

Amazon: Deconstructing the Retail P&L

AWS: Running a Hyperscale Data Center

Netflix Engineering & AWS Relationship

Confluent, Amazon MSK, & Apache Kafka

Databricks, Snowflake, GCP, & Public Cloud Competition

Investor Dialogue: Amazon Web Services

Amazon Retail EMEA Strategy and Profitability

Amazon Retail: 1P vs 3P Economics

SAP HANA, Google Cloud, & Long-Run Hyperscaler Competition

The History of x86, ARM, & Amazon's Graviton Processor

Amazon Web Services: EC2 Graviton Strategy

Azure, GCP, BigQuery, Snowflake & Cloud Competition

AWS: Containers, Kubernetes, & EC2 Stickiness

AWS: Culture, EC2, EBIT Margins & Market Share Outlook

AWS, GCP, Azure, Oracle & Cloud Hyperscaler Competition

Snowflake, Redshift, & AWS Partner Program

AWS: Competitive Positioning & Shift from Horizontal to Vertical Selling

Snowflake Positioning vs AWS, GCP, Azure

Wayfair, Amazon, and Building Global Ecommerce Supply Chains

Wayfair: CastleGate & Online Furniture Logistics

InPost & The Automated Parcel Machine (APM) Industry

Etsy, Amazon Handmade, & Potential Limitations to Scale

Amazon Advertising

Amazon's Outsourced Fulfilment Strategy: 3PL Customer Perspective

Amazon vs CDON, Allegro, & Bol.com

Evolution of Music: 1980's-2020's

Major Record Labels: Business Model Evolution

Atlassian: Reselling Jira and Confluence

Alteryx: Land and Expand

New Relic vs Datadog: Fight for Observability

Google Cloud & Datadog: Cloud Providers vs DevOps SaaS