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Technology Stocks : Amazon.com, Inc. (AMZN)
AMZN 3,379+1.4%Apr 15 4:00 PM EDT

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To: kidl who wrote (164188)2/3/2021 9:26:31 PM
From: Glenn Petersen3 Recommendations

Recommended By
kidl
SirWalterRalegh
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Bezos may have been one of a kind, but Jassy will do fine.

Ben Thompson, though not well known, is probably the best technology journalist in the U.S. This piece is well worth reading. His blog is worth a bookmark.

He is arguably the greatest CEO in tech history, in large part because he created three massive businesses, all of which generate enormous consumer surplus and enjoy impregnable moats: Amazon.com, AWS, and the Amazon platform (this is a grab-all term for the Amazon Marketplace and Fulfillment offerings; it is lumped in with Amazon.com in the company’s reporting). These three businesses are the result of Bezos’ rare combination of strategic thinking, boldness, and drive, and the real world manifestations of Amazon’s three most important tactics: leverage the Internet, win with scale, and being your first best — but not only — customer.

The Relentless Jeff Bezos – Stratechery by Ben Thompson
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