Member Brief: A Familiar Strategy

Amazon operates in such a way that it’s no longer just a business, it’s a generational institution. The Bezos-led retailer lords over the industry with an astounding 300 million shoppers, each month. For a vivid picture, there are 325 million Americans and 110 million Amazon Prime subscribers. Amazon Web Services (AWS) powers a disproportionate number of government and digital publishing websites. And on top of these figures, Amazon is the number two employer in America with nearly 600,000 workers on its payroll. Only Walmart employs more (2.5 million).

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Member Brief: The Great Infrastructure

On Amazon’s great HQ2 debacle. The drive from Palo Alto to Santa Cruz winds through dense forests and creeks. On a recent trip, I made that drive – back and forth – between my wife’s meetings and my own. At one point, I stopped and marveled at the beauty and efficiency of this particular stretch. How did they develop this? How did they pave these roads through hilly, treacherous forests? How many workers were harmed in the process? Could these same innovations be executed today? The infrastructure that we depend on today is often taken for granted. It’s always been there; we never have to consider the discomforts and sacrifices of those times. The Amazon debate reminds that we are in a different era, long past collective efforts and general consensus. The New York HQ2 debacle is an examination of the complexities of for-profit infrastructure, i.e. what Amazon is continuing to build.

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Member Brief: The Netflix Report

Consider your favorite film of all time. You’ve probably watched it fifteen times. You know the lines, the body language of the main characters, you know the movie’s score. You may even have the screenplay lying around at home. Odds are, you’ve watched it in the comfort of your own home far more often than you watched it in the theater. Scarface bombed in the theater; Blade Runner didn’t earn half of its budget. And It’s a Wonderful Life fared no better on the silver screen. Each of these films were designated ‘classic’ after years in the living room. They were failures before they were classics.

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