It's funny the extent to which you have to go digging through financial statements to really understand what's happening. Amazon put in a slide in their final earning result where they basically can finally fast up to this it was there but I think the reason they first up is because it was part of that big debt raise that they did last year. Microsoft and Google with huge just cash positions that are five to eight times the size of Amazon's.
In this week’s episode Ben and James discuss BuzzFeed in the context of the Brother Orange story, then talk about Amazon’s Dash Button and Home Services initiative, along with a dive into the technical details of Amazon’s balance sheet (sorry, it’s a bit dry) and why Ben is nervous.
Links
- Matt Stopera: I Followed My Stolen iPhone Across The World, Became A Celebrity In China, And Found A Friend For Life – BuzzFeed
- Ben Thompson: Why BuzzFeed is the Most Important News Organization in the World – Stratechery
- Matt Stopera: Who Is This Man And Why Are His Photos Showing Up On My Phone? – BuzzFeed
- Peter Osborne: Why I have resigned from the Telegraph – OpenDemocracy
- Introducing Amazon Dash Button – Amazon
- Introducing Amazon Dash Replenishment Service – Amazon
- Amazon Home Services – Amazon
- Ben Thompson: Losing my Amazon Religion – Amazon
- Timothy Green: Amazon.com Inc. Is Losing More Money Than You Think – Motley Fool
- Marc Bain: Consumer culture has found its perfect match in our mobile-first, fast-fashion lifestyles – Quartz
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