$AMZN: Online marketplaces like Amazon “claim they are not legally responsible for deceptive content on their sites or even delivering the products as advertised” | Dec 2019

On #CyberMonday, remember that big online marketplaces like Amazon claim they are not legally responsible for deceptive content on their sites or even delivering the products as advertised. Unsurprisingly, fake reviews and fraud plague these platforms. https://t.co/y82ebq03Ze — Rohit Chopra (@chopraftc) December 2, 2019

$AMZN: Sales on Black Friday are shrinking in importance versus other retailer designated shopping days | Nov 2019

1./In 2018,🔸3.61% of Alibaba’s total GMV came from Singles Day🔸1.43% of Amazon’s total GMV came from Prime Day🔸1.39% of Shopify’s total GMV came from Black Friday Meaning that consumers showed less interest in BF as compared to the other two brand created shopping events. https://t.co/zrk6KMEtMD — Seun (@seunthesage) December 1, 2019

$AMZN: Hyperscale cloud co’s will alternate annual spend between data centers (real estate, buildings, etc.) and compute/ network/ storage (CPUs, GPUs, accelerators, memory, HDD, etc.) to fill those data centers | Oct 2019

1) Hypothesis: hyperscale cloud co’s alternate annually between spending on data centers (real estate, buildings) and compute/network/storage (CPUs, GPUs, Accelerators, Memory, HDD, etc.) to fill those data centers based on the timing of new semiconductor manufacturing nodes. — Gavin Baker (@GavinSBaker) October 12, 2019

$SPOT: The continued existence of music label oligopoly means there will unlikely be a free music offering to compete with current paid services like Spotify | Sep 2019

-Amazon Music Unlimited: $7.99/month for a monthly subscription for Prime Members.-Non-Prime customers pay $9.99/month.” You can say label oligopoly makes life hard for $SPOT. Flip side is it guarantees we’d never see free music offering from FANG. Great for $SPOT — Quesnel Capital (@QuesnelCapital) September 26, 2019