Amazon

We recently surveyed 520 consumers about smart speakers and found that over 45% of respondents own at least one smart speaker. 9% of smart speaker owners surveyed owned more than one. In a similar survey earlier this year, only 27%…

Amazon has reached a $1 trillion market cap for two reasons. First, the company has a relentless focus on “delighting the customer.” Second, Jeff Bezos has investor support to run Amazon for the long-term at the cost of near-term profitability, allowing…

We’re investing in Skupos as a play on our vision of the future of retail. Skupos’ real-time inventory data fundamentally changes the game for convenience stores (c-stores), distributors, and brands. Automated retail and same day delivery are the future of commerce, and…

We asked Siri, Google Assistant, Alexa, and Cortana 800 questions each. This time, Google Assistant was able to answer 86% of them correctly vs. Siri at 79%, Alexa at 61%, and Cortana at 52%. As part of our ongoing effort…

Amazon Prime Day — one of Amazon’s greatest inventions — starts on Monday, June 16th at 12 PM PT. Prime Day 2018 will last 36 hours (+6 hours y/y) and will be available in 17 countries (4 more than last…

As we hit the halfway point of 2018, we wanted to check in on one of our boldest predictions for the year: Amazon will acquire Target in 2018. So far, we’ve been wrong. Getting the timing correct is difficult, and every…

Bloomberg reported on April 23rd that Amazon was working on a home robot, but specific use cases of the robot were unclear. Based on what we know about Amazon’s commerce strategy, filed patents, product speculation, and competitive landscape we believe…

In venture, our job is to swing for grand slams because venture returns follow a power law function where your biggest winner is going to provide the majority of your return. Base hits do not add up to a grand…

We hear a lot about the exploding budgets that tech giants are spending on original content as consumers continue to cut the cord. In the last few years, some of the same players have started to add live sports to…

CNBC reported on Friday that Amazon is building a health and wellness team inside its Alexa division to work on making Alexa a better tool for healthcare. Amazon, Berkshire Hathaway, and JP Morgan recently announced plans for a joint healthcare company focused on…

Last week, we attended the AUVSI XPONENTIAL trade show in Denver, the largest global gathering of unmanned systems providers, robotic software developers, and industry experts. We spent time with 15 executives from some of the leading commercial drone companies and thought leaders…

Amazon reported Mar-18 results highlighted by profitability that was 2x analyst expectations. Recall that from time to time Amazon will flex its gross margins to remind investors of the model’s leverage potential. Going forward we expect margins to dip lower…