Topic

AMZN

A collection of 31 issues

Amazon's Ambition in Groceries: Part 1

Back in 2023, Terry Smith from Fundsmith wrote the following as their rationale to exit their position in Amazon (emphasis mine): Relatively new CEO Andy Jassy enunciated some principles of investment which investment projects had to have, namely: 1. Be big and capable of delivering good returns on capital. 2.

Digital Advertising Snapshot, Corpay 2Q'25, Portfolio Change

Digital Advertising Snapshot As is the tradition in every earnings season, I am sharing my digital advertising Snapshot after 2Q’25 earnings. Three key takeaways: 1. For the nine consecutive quarters, Meta has outpaced Google in terms of incremental share. If Meta’s guide is any indication, that will almost

Some notes from Big Tech 10-Qs

I went through Meta, Amazon, and Alphabet’s 10-Qs during this weekend, so just wanted to highlight some interesting points from their 10-Qs. Meta 2Q’25 10-Q Both Alphabet and Meta now disclose total employee compensation expenses. One of the surprising data points for me was that almost half of

Amazon 2Q'25, Portfolio Change

A programming note: For my next Deep Dive, I am currently working on Union Pacific which I will publish sometime later this month. After Union Pacific, I will do a Deep Dive on ASML in September. You can find all the past 61 Deep Dives here. Subscribe Amazon 2Q’25

Video on NotebookLM, Amazon's response to WSJ, Brown & Brown 2Q'25

I have been using NotebookLM pretty frequently for the last 6 months or so. It’s pretty neat to feed a report to NotebookLM and make a podcast out of it which I can then listen during my daily walk. Yesterday, they launched video feature. So, now I can feed

Tariff conundrums, AI capex boom, Edge computing fallacy, AI ARR chicanery

A Programming Note: A couple of you have given me the feedback that instead of generic title of the Daily Doses, I should mention the topics covered in the title/email subject. As you can see, I have decided to implement it from today. Tariff conundrums While there was a

MBI Daily Dose (July 15, 2025)

Companies or topics mentioned in today's Daily Dose: Future of Enterprise software, Some cold water on AI productivity, AWS vs GCP A Programming Note: A number of you have asked whether the Daily Dose might be a short-term experiment. Given the positive feedback I have received so far,

MBI Daily Dose (July 14, 2025)

Companies or topics mentioned in today's Daily Dose: AWS growth, Interest rate in AI boom scenario, LLM Adoption at work As Anthropic scaled its annualized revenue from $1 Billion in December 2024 to $4 Billion by mid-2025, people are starting to wonder what it means for AWS revenue

MBI Daily Dose (July 13, 2025)

Companies or topics mentioned in today's Daily Dose: Future of logistics, Rise of Dupes, Meta vs EU, follow-up on Wealth Ladder Austin Vernon argues that AI-driven autonomy and battery electrification may profoundly transform the labor-plus-fuel cost stack that makes trucking and last-mile delivery so expensive, putting almost a

MBI Daily Dose (July 04, 2025)

Companies or topics mentioned in today's Daily Dose: Follow-up on golden age of digital advertising, LLM adoption in enterprise, Anthropic, Money Happy Fourth of July! It’s a great day to remind myself never to bet against America. While on my walk yesterday, I was thinking about Eric