Are You Funding #1 Competitor: Amazon? | Ammirati on Innovation

The Big Themes: Wall Street/Main Street: The software sector had a
great year. The markets didn’t correct. Main Street not so much –
stores are boarded up and it’s a ghost town. Disney played this
perfectly: Netflix and Disney are going head-to-head. Both
companies have done well in 2020, but you’re going to see Disney
outperform Netflix in 2021. Walmart and Amazon: Does Walmart really
want to finance their number one competitor – and does Amazon want
that too? Rockefeller, Standard Oil, and AWS: John D. Rockefeller
fought hard not to have Standard Oil split apart, but the wealth
creation that happened was huge. The Big Quotes: “I still think
Amazon needs to spin out AWS. It's crazy that they haven't yet.”
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