Pinboard (jerryking)
https://pinboard.in/u:jerryking/public/
recent bookmarks from jerrykingA Niche Real-Estate Corner Goes Mainstream in the Digital Age2023-10-25T01:11:25+00:00
https://www.wsj.com/real-estate/commercial/a-niche-real-estate-corner-goes-mainstream-in-the-digital-age-e7e741f1?mod=hp_major_pos2#cxrecs_s
jerrykingartificial_intelligence AWS Big_Tech Blackstone cloud_computing commercial_real_estate data_centers electric_power Google Microsoft niches private_equity renewablehttps://pinboard.in/https://pinboard.in/u:jerryking/b:560a89bdec68/Will the cloud kill the data centre? Jim Chanos thinks so2022-08-30T03:29:24+00:00
https://www.ft.com/content/b701215b-9c05-475a-921c-7d5fc5a0c0cd
jerrykingAmazon AWS Azure Big_Tech bricks-and-mortar cloud_computing data_centers Google in-house Jim_Chanos Microsoft real_estate REITs short_sellinghttps://pinboard.in/https://pinboard.in/u:jerryking/b:5c3a30d24f12/Why Banks Are Slow to Embrace Cloud Computing - The New York Times2022-01-05T03:06:59+00:00
https://www.nytimes.com/2022/01/03/business/wall-street-cloud-computing.html?surface=icymi-home&fellback=false&req_id=804273717&algo=identity&variant=0_manual_curation&pool=pool/215befff-e8c1-41b4-947b-d712144a34dc&imp_id=35070712&action=click&module=In%20Case%20You%20Missed%20It&pgtype=Homepage
jerrykingAmazon AWS banking banks Capital_One cloud_computinghttps://pinboard.in/https://pinboard.in/u:jerryking/b:d1dd02598916/The battle of the computing clouds is intensifying2021-12-18T18:47:08+00:00
https://www.economist.com/business/the-battle-of-the-computing-clouds-is-intensifying/21806813
jerrykingAmazon AWS Azure cloud_computing competitive_landscape Google_Cloud insurgentshttps://pinboard.in/https://pinboard.in/u:jerryking/b:39414b6e5d3e/Google bets on the cloud breaking up2021-10-15T01:30:04+00:00
https://www.ft.com/content/ab36b9e2-00e0-469c-9388-fa034f9bfd63
jerrykingAWS cloud_computing Google_Cloud Microsoft platformshttps://pinboard.in/https://pinboard.in/u:jerryking/b:cc91ee67392f/Supercomputers to reshape tech landscape2021-05-20T20:31:09+00:00
https://www.ft.com/content/db04daea-d893-4d18-b33b-8b09bb7226af
jerrykingAmazon AWS artificial_intelligence cloud_computing commercialization fuzzy_patterns Google Google_Cloud hard_problems imagination Jevons_paradox Microsoft Richard_Waters search semiconductors supercomputers Gilder's_Lawhttps://pinboard.in/https://pinboard.in/u:jerryking/b:f5b5026a37d2/Amazon Web Services Changed the Way VCs Fund Startups - HBS Working Knowledge2021-04-04T19:55:40+00:00
https://hbswk.hbs.edu/item/amazon-web-services-changed-the-way-vcs-fund-startups
jerrykingAWS funding HBS start_ups vc venture_capitalhttps://pinboard.in/https://pinboard.in/u:jerryking/b:65063e182f80/All | Search powered by Algolia2021-04-04T19:54:25+00:00
https://hn.algolia.com/?dateRange=all&page=1&prefix=false&query=GCP%20AWS&sort=byPopularity&type=story
jerrykingAWS Google_Cloudhttps://pinboard.in/https://pinboard.in/u:jerryking/b:ffd08efd0c00/VC 101: how VCs operate, and what you should know as a founder | AWS Startups Blog2021-04-01T04:27:04+00:00
https://aws.amazon.com/blogs/startups/vc-101-how-vcs-operate-and-what-you-should-know-as-a-founder/
jerrykingAWS primers start_ups vc venture_capital foundershttps://pinboard.in/https://pinboard.in/u:jerryking/b:0cc454984245/With Amazon Atop the Cloud, Big Tech Rivals Are Giving Chase - The New York Times2021-04-01T03:56:44+00:00
https://www.nytimes.com/2015/04/24/technology/amazon-reports-big-profits-in-its-cloud-computing-business.html?searchResultPosition=2
jerrykingAWS start_upshttps://pinboard.in/https://pinboard.in/u:jerryking/b:5abab8978bcd/How Amazon Web Services Changed The Way VCs Fund Startups2021-03-31T13:08:03+00:00
https://www.forbes.com/sites/hbsworkingknowledge/2017/05/10/how-amazon-web-services-changed-the-way-vcs-fund-startups/?sh=77811cfa10dd
jerrykingAmazon AWS funding start_ups vc venture_capital cloud_computing platformshttps://pinboard.in/https://pinboard.in/u:jerryking/b:04492bdf9824/How Google Cloud can increase market share against Microsoft and AWS2021-03-31T12:45:44+00:00
https://www.mykpono.com/how-google-cloud-can-increase-market-share-against-microsoft-and-aws/
jerrykingAWS cloud_computing enterprise_clients go-to-market Google Google_Cloud market_share Microsoft switching_costs Azure platforms native_integrationhttps://pinboard.in/https://pinboard.in/u:jerryking/b:ab7443cc0a0e/Amazon Web Services offers start-ups free cloud hosting credits of up to $5,0002021-03-31T04:25:54+00:00
https://www.livemint.com/
jerrykingAWS India vc venture_capital cloud_computing start_ups platformshttps://pinboard.in/https://pinboard.in/u:jerryking/b:128ff02cbccf/To make bright ideas bigger you need cash and vision2021-02-08T17:43:39+00:00
https://www.ft.com/content/4fde8d7a-dc67-407b-b95a-de78b01fb539
jerrykingAmazon AWS books Cambrian_explosion capital_allocation catch_and_kill coffeehouses constraints culling diversification experimentation exploitation exploration GitHub ideas innovation innovators inventiveness Jeff_Bezos jugaad LinkedIn M&A mergers_&_acquisitions Microsoft new_businesses new_products novelty patents organizational_culture Quidsi small_bets Starbucks Stryber systematic_approaches troublemakers kill_rates Play_Bigger thinking_big plussinghttps://pinboard.in/https://pinboard.in/u:jerryking/b:03f6ec8f0b34/Jeff Bezos joins changing of guard at crunch time for Big Tech2021-02-04T22:41:53+00:00
https://www.ft.com/content/40c6a4de-8472-4c7f-a664-dde6ee06632e
jerrykingAmazon Andy_Jassy AWS Big_Tech boards_&_directors_&_governance cloud_computing exits founders leadership_transitions moonshots organizational_culture space_explorationhttps://pinboard.in/https://pinboard.in/u:jerryking/b:16ccaa139f93/Too Interconnected to Fail2020-07-28T04:27:33+00:00
https://notes.pinboard.in/u:jerryking/25a687f3703234056d26
jerrykingeconomic_downturn interconnections SPOF systemic_risks interdependence politicians regulators Amazon Apple AT&T AWS banks Comcast Covid-19 crisis cross-sector data_driven data_scientists network_risk nodes risks threats concentration_risk networks hidden hubs modellinghttps://notes.pinboard.in/https://pinboard.in/u:jerryking/b:11e4108d0b2b/Prime Leverage: How Amazon Wields Power in the Technology World2019-12-15T19:48:42+00:00
https://www.nytimes.com/2019/12/15/technology/amazon-aws-cloud-competition.html
jerrykingAmazon anticompetitive_behaviour AWS lawsuits predatory_practices start_ups trademarks cloud_computing digital_savvy digital_strategieshttps://pinboard.in/https://pinboard.in/u:jerryking/b:2a6a7d120678/Goldman taps Amazon executive as new tech boss2019-09-14T02:49:54+00:00
https://www.ft.com/content/5f030580-d570-11e9-a0bd-ab8ec6435630
jerryking>strip out costs<< over the past few years.]]>Amazon appointments AWS C-suite CIO cloud_computing Goldman_Sachs digital_savvy digital_strategies squeezing_out_costshttps://pinboard.in/https://pinboard.in/u:jerryking/b:ab6fa0364d51/Bezos on why failure is not failure2019-04-12T04:58:46+00:00
https://ftalphaville.ft.com/2019/04/11/1554989596000/Bezos-on-why-failure-is-not-failure/
jerrykingAlexa Amazon AWS big_bets experimentation failure Jeff_Bezos large_companies market_research scaling Amazon_Echo unarticulated_desires voice_interfaces failing_wellhttps://pinboard.in/https://pinboard.in/u:jerryking/b:15390a0f8e26/‘You’re Stupid If You Don’t Get Scared’: When Amazon Goes From Partner to Rival - WSJ2018-06-03T03:17:37+00:00
https://www.wsj.com/articles/how-amazon-wins-1527845402?mod=cx_immersive&cx_navSource=cx_immersive&cx_tag=collabctx&cx_artPos=4#cxrecs_s
jerryking>Amazon<< weapon is >>data<<. In retail, Amazon gathered **consumer data** to learn what sold well, which helped it create its own **branded goods** while making tailored sales pitches with its familiar “you may also like” offer. Data helped Amazon know where to start its own >>delivery services<< to cut costs, an alternative to using United Parcel Service Inc. and FedEx Corp.
“In many ways, Amazon is nothing except a data company,” said James Thomson, a former Amazon manager who advises brands that work with the company. “And they use that data to inform all the decisions they make.”
In web services, data across the broader platform, along with customer requests, inform the company’s decisions to move into new businesses, said former Amazon executives.
That gives Amazon a valuable window into changes in how corporations in the 21st century are using >>cloud computing<< to replace their own data centers. Today’s corporations frequently want a >>one-stop shop<< for services rather than trying to stitch them together. A food-services firm, say, might want to better track data it collects from its restaurants, so it would rent computing space from Amazon and use a data service offered by a software company on Amazon’s platform to better analyze what customers order. A small business might use an Amazon partner’s online services for password and sign-on functions, along with other business-management programs.]]>Amazon AWS cloud_computing coopetition partnerships fear data_centers unfair_advantages data data_driven delivery_services 21st._century brands new_businesses strengths platforms small_business tools rivalries private_labels contra-Amazon data_collection one-stop_shop customer_datahttps://pinboard.in/https://pinboard.in/u:jerryking/b:3c91a3149660/The era of the cloud’s total dominance is drawing to a close - Life on the edge2018-03-18T19:49:45+00:00
https://www.economist.com/news/business/21735022-rise-internet-things-one-reason-why-computing-emerging-centralised
jerrykingcloud_computing connected_devices edge AWS artificial_intelligence cloud-firsthttps://pinboard.in/https://pinboard.in/u:jerryking/b:d13cb06bf802/The case for ending Amazon’s dominance2018-01-20T01:35:41+00:00
https://www.ft.com/content/aba8d444-fb94-11e7-a492-2c9be7f3120a
jerryking>consumers’ interest<< in quality, variety and price. This has been the standard approach in US antitrust policy for several decades. Since Amazon makes slim profits and charges low prices, it raises few antitrust questions.
The alternative view — which harks back to an earlier era of antitrust during which Standard Oil and later AT&T were broken up — argues that competition is inherently good even if it is **hard to quantify** [i.e. = "hard to measure"] a benefit to consumers and that society should be wary of large or dominant companies even if their behaviour seems benign. ....The narrowing in antitrust thinking is described by Lina Khan in a much-read article, “Amazon’s Antitrust Paradox”. Ms Khan berates modern antitrust thinking for its “hostility to false positives”.[i.e. = "false alarms"] ....Tim Harford disagrees, he shares modern antitrust’s hostility to false positives; there is a real cost to cumbersome and unnecessary meddling in a dynamic and rapidly evolving marketplace. US president Donald Trump’s history of publicly attacking Mr Bezos is worth pondering too: Harford asks, "do we really want the US government to have more discretion as to who is targeted, and why?"....Yet for all this,Tim Harford remains deeply uneasy about Amazon’s apparently unassailable position in online retail. Yes, customers are being well served at the moment. Yet the company has acquired formidable entrenched advantages, from the information about customers and the suppliers who sell through it, to the bargaining power it has over delivery companies, to the vast network of warehouses. Those advantages were earned, but they can also be abused.
Antitrust authorities face a difficult balancing act. Regulate Amazon and you may snuff out the innovation that we all say we want more of. Punish it for success and you send a strange message to entrepreneurs and investors. Ignore it and you risk leaving vital services in the hands of an invincible monopolist.
There are no easy options, but it is time to look for a way to split Amazon into two independent companies, each with the strength to grow and invest. If Amazon is such a wonderful company, wouldn’t two Amazons be even better?
]]>Amazon Tim_Harford antitrust regulators mom-and-pop competition platforms predatory_practices AWS informational_advantages Lina_Khan contra-Amazon underinvestments false_alarms hard_to_measure consumers'_interestshttps://pinboard.in/https://pinboard.in/u:jerryking/b:d15c2121f18a/Amazon forecasts quarterly loss as spending spree shows no signs of abating2017-08-11T18:14:24+00:00
https://www.evernote.com/Home.action?login=true#n=f2b42a89-e86a-4fa6-9c87-c55368d0332a&ses=4&sh=2&sds=2&
jerryking>capital-intensive<< business model with permanently higher headcount and a much bigger physical footprint. This represents a shift from the more streamlined online sales model that relies on big, efficient warehouses to keep costs as low as possible....Amazon’s hiring jump in the second quarter points to a different but equally important shift: Mr Olsavsky said adding sales staff for the company’s advertising and cloud computing divisions were the key reasons behind the rise in headcount, which increased from 351,000 at the beginning of the quarter to 382,400 at the end.
Amazon has been opening a growing number of bricks-and-mortar stores, including a convenience store and two grocery pick-up points, and its purchase of Whole Foods will add hundreds of US stores virtually overnight.....One of the fastest areas of growth was in third-party logistics, as it provides handling services for an increasing array of merchants who sell goods through Amazon. Revenue from these third-party logistics services rose 38 per cent during the quarter to hit $7bn, representing more than a sixth of Amazon’s sales....The growth in that division, as well as intense competition from rivals Microsoft and Google, has pushed Amazon to spend more than $8bn on servers over the past 12 months.
These two divisions — logistics and Amazon Web Services — are two of the fastest-growing in the company but both will require heavy investment to keep on trend.
]]>Amazon logistics capital-intensity Whole_Foods hiring capex AWS delivery_serviceshttps://pinboard.in/https://pinboard.in/u:jerryking/b:ace9cb68ea08/Why Amazon is eating the world | TechCrunch2017-07-03T14:50:51+00:00
https://techcrunch.com/2017/05/14/why-amazon-is-eating-the-world/?ncid=txtlnkusaolp00000629
jerrykingAmazon AWS software_is_eating_the_worldhttps://pinboard.in/https://pinboard.in/u:jerryking/b:9c3411be6971/Wal-Mart to Vendors: Get Off Amazon’s Cloud - WSJ2017-06-22T15:49:13+00:00
https://www.wsj.com/articles/wal-mart-to-vendors-get-off-amazons-cloud-1498037402
jerrykingWal-Mart Amazon AWS cloud_computinghttps://pinboard.in/https://pinboard.in/u:jerryking/b:211058c0b66f/Whole Foods Deal Shows Amazon’s Prodigious Tolerance for Risk2017-06-19T12:55:18+00:00
https://www.nytimes.com/2017/06/17/technology/whole-foods-amazon.html?emc=eta1&_r=0
jerrykingAmazon Whole_Foods long-term risk-taking Jeff_Bezos grocery supermarkets organizational_culture experimentation AWS Amazon_Prime Echo Alexa intelligent_assistantshttps://pinboard.in/https://pinboard.in/u:jerryking/b:2c5f898e5307/Amazon’s Next Big Move: Take Over the Mall2017-02-12T19:21:41+00:00
https://www.technologyreview.com/s/602780/amazons-next-big-move-take-over-the-mall/
jerrykinge-commerce shopping_malls Amazon Amazon_Prime books Nicholas_Carr Amazon_Books bricks-and-mortar Jeff_Bezos pure-plays bookstores omnichannel strengths smartphones mobile_applications loyalty_management impersonal people_skills Achilles’_heel weaknesses convenience_stores pop-ups kiosks voids merchandising AWS physical_world mom-and-pop coldness touchy-feely cyberphysical emotional_connections empathy_vacuum Amazon_Go sterile soulless cashierless locked_in distribution_centreshttps://pinboard.in/https://pinboard.in/u:jerryking/b:9b7f4eea57e3/Amazon to Sell Predictions in Cloud Race Against Google and Microsoft - NYTimes.com2015-04-11T17:39:48+00:00
http://bits.blogs.nytimes.com/2015/04/09/amazon-to-sell-predictions-in-cloud-race-against-google-and-microsoft/?ref=technology
jerrykingQuentin_Hardy Amazon Google machine_learning cloud_computing Microsoft Azure predictions predictive_analytics predictive_modeling automated_reasoning AWS Google_Cloudhttps://pinboard.in/https://pinboard.in/u:jerryking/b:6204b295798f/What Cars Did for Today's World, Data May Do for Tomorrow's - NYTimes.com2014-08-12T02:29:52+00:00
http://bits.blogs.nytimes.com/2014/08/10/g-e-creates-a-data-lake-for-new-industrial-ecosystem/?_php=true&_type=blogs&_r=2
jerrykingQuentin_Hardy data data_driven massive_data_sets ecosystems GE sensors Databricks Uber Airbnb data_coordination instrumentation_monitoring efficiencies unexpected unforeseen resource_allocation orchestration match-making platforms resource_management AWS asset-light centralized_repositorieshttps://pinboard.in/https://pinboard.in/u:jerryking/b:e292b32c725a/