2018-01-24
“To understand the economics of tech companies one must understand the difference btwn fixed & marginal costs.” https://stratechery.com/... $AMZN
Stratechery
Amazon Go is another manifestation of Amazon's strategy: invest massively in R&D for a moat that no retailer or software-based competitor can match
Amazon Go is the story of technology, and so is this tweet: … Yesterday the Amazon Go concept store in Seattle opened to the public … Tweets: @frank_s_david , @dtcippy , @ntaylor96...