#amazon

Amazon's Next Big Bet-- Unbundling Residential Real Estate?

A seismic change in home real estate could be the next bold move for Amazon

Sep 26 •

The All-In Podcast on Thinking Clearly, Debates and Memos -- Big Bet Style

Rewire Your Brain by Working in Memos. Like many of you, I’m a fan of the All-In Podcast. Fast-paced, debate-oriented, divergent opinions welcome…

Sep 5 •

Amazon's Shareholder Letter -- Why are we discussing "unit costs" and "primitives"?

I was initially uninspired by Amazon’s 2023 Shareholder Letter (released April 7, 2024). Typically, this letter is an annual fountain of inspiration…

May 9 •

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