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Jeff Bezos Is Playing Chess

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Re: Jeff Bezos Is Playing Chess

#2
> . The “problem”? Apple was too successful, too quickly. Because the iPhone was such a good business

"too quickly"? Apple? Are we talking the same Apple that was founded in 1976?

Re: Jeff Bezos Is Playing Chess

#4
I thought that was a pretty poor article - no real argument and essentially a mixed metaphor between the title (chess) and the body of the article (cards/poker). The bit about "negative cash cycles" seems hopelessly outdated - comparing Amazon to bricks and mortar companies seems appropriate to 2002, not 2013.

Re: Jeff Bezos Is Playing Chess

#5
post #2

> . The “problem”? Apple was too successful, too quickly. Because the iPhone was such a good business "too quickly"? Apple? Are we talking the same Apple that was founded in 1976?

I think the "quick" does not refer to time since foundation, but the fact the success was a spike instead.

Re: Jeff Bezos Is Playing Chess

#6
post #5
post #2

> . The “problem”? Apple was too successful, too quickly. Because the iPhone was such a good business "too quickly"? Apple? Are we talking the same Apple that was founded in 1976?

I think the "quick" does not refer to time since foundation, but the fact the success was a spike instead.

Indeed - Apple seems to be about quick exploitation of big ideas. Amazon seems to be pushing through long trends.

Re: Jeff Bezos Is Playing Chess

#7
A consistent problem I've seen with e-books and streaming video is lack of live content, in particular breaking & current news. Apple provides some live sports, and just added SkyNews, but that's all third-party encapsulated content limited to AppleTV. Google scrapes the Web for news, but just gives pointers to content instead of packaging it. Bezos isn't buying a newspaper, he's buying a content-gathering service - it might not be big, but the core infrastructure is in place to get the content and curate it without negotiating with a fiercely protective third party.

We've been observing the demise of news outlets. The demise continues so long as the owners fight to retain total control of their distribution to eyeballs; having given up, WP has finally given total control to someone who does control distribution of content to a whole lotta readers & viewers. Expect the rebranding of WP as Amazon News, and watch it explode onto the news scene giving CNN, Fox, etc a desperate run for their money.

Re: Jeff Bezos Is Playing Chess

#8
post #7

A consistent problem I've seen with e-books and streaming video is lack of live content, in particular breaking & current news. Apple provides some live sports, and just added SkyNews, but that's all third-party encapsulated content limited to AppleTV. Google scrapes the Web for news, but just gives pointers to content instead of packaging it. Bezos isn't buying a newspaper, he's buying a content-gathering service -…

Almost as easily as I can imagine Kindle Newspapers being improved by this, I can imagine Prime Instant Streaming having a live news channel. I'd be down for it.

Re: Jeff Bezos Is Playing Chess

#9
post #5
post #2

> . The “problem”? Apple was too successful, too quickly. Because the iPhone was such a good business "too quickly"? Apple? Are we talking the same Apple that was founded in 1976?

I think the "quick" does not refer to time since foundation, but the fact the success was a spike instead.

Elaborating on this, Apple giving consumers a glimpse into some very impressive technology for 2007 and then again with the price drop with the 3G gave consumers an expectation of Apple to consistently push boundaries every year with new, groundbreaking technology. Technological developments simply don't evolve as drastically as the introduction of the iPhone in 2007 made it seem.

Re: Jeff Bezos Is Playing Chess

#10
When I saw the headline I said, "Ugh. That sounds like something MG Siegler would write." Then I saw that he had wrote it and I said, "I bet half of it is really about Apple..."

I guess if nothing else you know what you are going to get from Siegler...

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