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Are You Funding #1 Competitor: Amazon? | Ammirati on Innovation
Episode 171

Are You Funding #1 Competitor: Amazon? | Ammirati on Innovation

The Big Themes: Wall Street/Main Street: The software sector had a great year. The markets didn’t correct. Main Street not so much – stores are boarded up and it’s a ghost town. Disney played this perfectly: Netflix and Disney are going head-to-head. Both companies have done well in 2020, but you’re going to see Disney outperform Netflix in 2021. Walmart and Amazon: Does Walmart really want to finance their number one competitor – and does Amazon want that too? Rockefeller, Standard Oil, and AWS: John D. Rockefeller fought hard not to have Standard Oil split apart, but the wealth creation that happened was huge. The Big Quotes: “I still think Amazon needs to spin out AWS. It's crazy that they haven't yet.” This episode is brought to you BMC Software.

Cloud Wars Live with Bob Evans

January 11, 202129m 29s

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Show Notes

The Big Themes: Wall Street/Main Street: The software sector had a great year. The markets didn’t correct. Main Street not so much – stores are boarded up and it’s a ghost town. Disney played this perfectly: Netflix and Disney are going head-to-head. Both companies have done well in 2020, but you’re going to see Disney outperform Netflix in 2021. Walmart and Amazon: Does Walmart really want to finance their number one competitor – and does Amazon want that too? Rockefeller, Standard Oil, and AWS: John D. Rockefeller fought hard not to have Standard Oil split apart, but the wealth creation that happened was huge. The Big Quotes: “I still think Amazon needs to spin out AWS. It's crazy that they haven't yet.” This episode is brought to you BMC Software. Visit Cloud Wars for more.
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