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AshuJoshi

Mark: Great post! And thanks for the link to Andy Kessler's post. I read his post, and then re-read yours again. Like the summation and the inference.
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Amazon and Google have commoditized that which can be commodatized, but what rises in response is companies born of the Apple ethos - integrated, differentiated and delightful. That's the wave that is going to drive industry for the next 30 years.
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Although I do feel that even Amazon & Google are creating value - especially with AWS, and the constant (but may be commercially inviable) experiments Google keeps carrying out. Without AWS - many startups would have had a harder time getting off the ground!

Mark Sigal

@Ashu, thanks for the comment. To be clear, I am not suggesting that Amazon and Google are not in the business of innovating; they most certainly are.

Just that their primary business models are all about bringing once high margin market segments into lower margins or free buckets.

In Amazon's case, this is to capture a high percentage of the consumer's spend, loyalty, and get the consumer (or developer) to lock themselves into Amazon goodness.

In Google's case, they happen to have one of the highest margin businesses on the planet and a very broad landscape in search. They can afford to play defense or offense as they see fit unless and until that primary business is disrupted.

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