The novel strategy of making money, and investing to do so - Amazon + Whole Foods
Software Defined Talk LLC·2017-06-30·via Software Defined Talk
Episode 97
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June 29th, 2017
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1 hr 3 mins
Looks like we’ll be getting cheaper organic food what with Amazon buying Whole Foods. What exactly is the strategy at play here, though? Other than the obvious thing of doing online groceries, how is Amazon advantaged here such that others (like Wal-mart), can’t simply do this themselves. We go over these questions and how they related to M&A in general. Plus recommendations and some podcast meta talk.
Mid-roll
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“Buying Slack would help Seattle-based Amazon bolster its enterprise services as it seeks to compete with rivals like Microsoft Corp. and Alphabet Inc.’s Google.”
“No toolchain is perfect, but you can achieve software delivery perfection (or something close to it, at least) when you implement the right culture.” Tools don’t substitute culture.
Not sure this qualifies as “coming out of stealth”, everyone knows they work on open source K8s. I’m not seeing a monetization strategy yet beyond support & training. Not that there’s anything wrong with that, but they raised $8.5 for their A-round
“While the two companies were once dominant in the systems management industry, the analyst notes that CA and BMC have 7.5% and 8% share respectively as of FY16 which combined would put them on a near even footing with IBM, the largest vendor, at 15%.”
“There are also many other vendors in the market including MSFT (7%) and NOW (5%) so anti trust concerns should not be an issue.”
“Basically Kubernetes is a distributed system that runs programs (well, containers) on computers. You tell it what to run, and it schedules it onto your machines.”
