I see a connection between AWS and Eero but I’m not smart enough to know what it actually is
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Replying to @mattcassinelli
Matthew, brilliance sir! And indeed you are correct. It will lead to an Alexa “Phone” that will completely change and bifurcate the ecosystem. Not a direct iPhone threat but perhaps a lost Apple opportunity.
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Replying to @BrianRoemmele
I’m thinking less about phones and more about homes. Now they own the reservoir and the spigot, but not the pipes – will we see Amazon Prime internet? Amazon as an ISP?
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Replying to @mattcassinelli
Matthew, indeed sir. This new network and the network effect will have many artifacts. The possibility of redefining and investing new product categories are quite massive.
2:15 PM - 11 Feb 2019
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