Ben Thompson
By me @stratechery: Losing my Amazon Religion
http://stratechery.com/2014/losing-amazon-religion/ …
I like Amazon reinvesting profits; I wish they invested differently
Matt Drance
@monkbent I think it’s pretty simple: Android + Google Shopping Express + mobile payments completely shut Amazon out of customer engagement.
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@monkbent 2014 feels late to the game, but rather than not see it coming, I think they underestimated how hard it would be to build a phone. -
@drance fantastic points - View other replies
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@monkbent I think you’re asking good questions. And I hadn’t seen@BenedictEvans’ piece from last year which is a very nice take as well. -
@drance@BenedictEvans thanks. Feel like both defenders and critics are tending towards absolutism - Show more
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@drance@monkbent Bezos sees future in which USERS seek branded device as portal to web. Could be the#NewNationalism & Fire is for patriots -
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Abe Burmeister
Douglas Faneuil
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