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Thursday, Mar. 15, 2018 - How Amazon Conquers

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Mar 15, 2018
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INSIGHT

Siri's Early Compromises Hurt Progress

  • Siri was rushed into the iPhone and later suffered from internal turf battles and unclear vision.
  • That fragmentation likely left Apple behind in voice assistant progress compared with Alexa.
INSIGHT

Amazon's Rapid Rise Is Recent And Multifaceted

  • Amazon's recent dominance is a rapid, three-year transformation driven by AWS and Prime maturation.
  • The company now captures a huge share of online spending and still has room to grow into physical retail's large market.
ANECDOTE

Debt Accelerated Toys "R" Us's Demise

  • Toys "R" Us's collapse was accelerated by a 2005 leveraged buyout that loaded the company with debt.
  • The debt prevented investments that might have let the chain adapt and survive longer despite competition.
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