Marissa Mayer's going to be on this list shortly.
She's pretty and smells good but I think we need some more solid proof.
Nah, tech doesn't have a sexism problem at all.
/s
Who’s afraid of Jeff Bezos?
61–70 of 86 posts
Re: Who’s afraid of Jeff Bezos?
#62Marissa Mayer's going to be on this list shortly.
She really isn't. Her efforts at Google, especially as time went on, were increasingly mediocre, and at Yahoo she's proven to be little different. What she has going in her favor is that Yahoo was mismanaged to an utterly stunning degree before her time. I don't doubt that a more sensible approach is going to do net-good things for them. But there's just no way she's going to be included in the same chapter of histor…
Maybe not the same chapter, but at least the same font size.
I think she's going to go down as the first female major player in the Big Tech realm -- which is not to disparage Meg Whitman or Carly Fiorina, but they haven't achieved the same level of household recognition that Marissa has.
(I'm not really familiar with her goings-on at Google, but everything she's done at Yahoo seems incredibly positive. Like you said, though, that could just be a 'going from awful to merely okay' effect.)
Re: Who’s afraid of Jeff Bezos?
#63Reinvest in infrastructure and put quality ahead of everything, including dividends and share price? Wow, what a concept...
Well nobody else is doing it apparently. Everybody gets seduced to pursue vanity metrics once they go big, that's the art in it.
Re: Who’s afraid of Jeff Bezos?
#64Reinvest in infrastructure and put quality ahead of everything, including dividends and share price? Wow, what a concept...
well i guess we'll never impress you
Re: Who’s afraid of Jeff Bezos?
#65Re: Who’s afraid of Jeff Bezos?
#66There's a lot of overlap between business commentary and sports commentary.
What does that have to do with the price of tea in China?
Sports commentary has been called (paraphrase) 'a business built on talking about the results of a weighted random number generator'. I expect that parent is using this comparison to express a judgement on the value of the article...
Re: Who’s afraid of Jeff Bezos?
#67Earlier quoted context omitted.
They've done a lot of acquisitions. I think the biggest was Tumblr. Not much to show from the acquisitions yet, but based on the fact that there has been acquisitions, Googlers moving to Yahoo, etcetera, I think there's a pretty good chance they're working on some things that will eventually pay off.
Yahoo was mismanaged to an utterly stunning degree before her time, so I don't doubt that a more sensible approach is going to do net-good things for them.
Yes-Yes-and Yes. Yahoo decline always bothered me. I
think their stock will eventually be higher than Google, as
long as they don't start acting like Google. Yahoo
still has historical stock API's, while Google decided to
hog the info, and is most likely charging. I wish I bought
Yahoo stock a few years ago.
Re: Who’s afraid of Jeff Bezos?
#68Earlier quoted context omitted.
She really isn't. Her efforts at Google, especially as time went on, were increasingly mediocre, and at Yahoo she's proven to be little different. What she has going in her favor is that Yahoo was mismanaged to an utterly stunning degree before her time. I don't doubt that a more sensible approach is going to do net-good things for them. But there's just no way she's going to be included in the same chapter of histor…
Maybe not the same chapter, but at least the same font size. I think she's going to go down as the first female major player in the Big Tech realm -- which is not to disparage Meg Whitman or Carly Fiorina, but they haven't achieved the same level of household recognition that Marissa has. (I'm not really familiar with her goings-on at Google, but everything she's done at Yahoo seems incredibly positive. Like you said…
I wouldn't call an end to remote work incredibly positive.
Re: Who’s afraid of Jeff Bezos?
#69I admire Bezos tactic of reinvesting in new markets. It's something that the other 'kingpins' in the article haven't done as well. Beyond that, he's done quite well in these markets.
Re: Who’s afraid of Jeff Bezos?
#70Earlier quoted context omitted.
They are hardly a non-profit. He is maybe the most aggressive CEO in the US right now for putting money back into the company. Amazon's cash flow is insane, if they put the brakes on reinvestment right now, they would be making billions and billions per quarter.
1. I'm not so sure about that. According to the most recent financial statement[1], AMZN hasn't generated much in the way of net cash from operations over the past 12 months. Worse yet, they're spending an amount in excess of that on investments (some of which is really capitalized operating expense, like internal software development, that companies like MSFT expense directly). In fact, for the 12 months ended 6/30/…
There are quite a few companies I know that exist for decades now who are living on a (relativly) low margin and cash flow focus. Most of them are retail discounters. And by coincidence these very companies are eating up market share from other retailers.
The whole eCommerce business of Amazon is very supply chain heavy, and here they are among the best (along companies like Apple and McDonalds).
On the other hand I know more than one company with incredible margins who are bleeding money for years now. And they are not doing well. Agreed, Amazon will be facing the challenge of slower growth. Wether they can pull another strategy and execute on it only time will tell. But untill they hit this point Amazon is in very strong position.
Maybe a little anecdote regarding Wal-Mart. Back the day, Wal-Mart invented things like cross-docking. That basically reduced the inventory levels in their warehouses to zero (well, not quite, but in theory items were no longer stocked but transfered from on truck to another). Things like that made Wal-Mart the giant they used to be. And then Amazon recruited a lot of Wal-Marts supply chain and logistics people when they started to built there own network of fullfillment centers.
Regarding the operation of a private fleet of trucks, well back in the 80s it was quite common. But these days are more or less gone. That was replaced by specialised 3rd and even 4th party logistcs providers.
Regarding point 2: These two metrics (cash flow and profit) and as much related as you think. Imagine you sell a product for 100 on day one. Your customer pays you on day 2. And you pay your supplier 80 for that product on day 30. Perfect from a cash-flow perspective, now you can invest without going to a bank.
Profit is a completely different matter now. Imagine your operating cost is 10, then you are cash-flow positive AND profitable. If your operating cost is 30, then you are still cash-flow positive but you are losing money. In theory, a company can live eternally on a positive cash-flow and zero profit (or very low profit). As long as shareholders buy it, that is.
Excuses for the very simple explanation, but I hope the general point more or less came across.