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Business
A look at Uber after it acquired Postmates and Drizly
Feb 12
Owning the relationship with your customers. A look at the controversial case of Apple
Feb 7
Bezos is stepping down and Amazon is in a great shape
Feb 3
My estimate of Azure revenue. Its run-rate is not $28 or 29 billion yet!
Jan 31
Microsoft – A well-oiled, expertly run and growing giant
Jan 30
Weekly reading – 23rd January 2021
Jan 23
The Costco Model
Jan 10
Weekly reading – 9th January 2021
Jan 9
Impressive as it is, Apple’s Services is still in the early days
Jan 8
Subscriptions reached 70% of NYTimes’ total revenue as ads revenue dropped by 30% YoY
Jan 3
Book review: Operaatio Elop and Turning The Flywheel
Dec 28
Amazon’s bully tactics and my thoughts on antitrust issues
Dec 23
Apple vs Facebook and its iOS adoption
Dec 18
Adobe’s impressive performance and Disney flexing its streaming muscles
Dec 12
Weekly reading – 5th December 2020
Dec 5
Target’s growth, Salesforce reportedly about to acquire Slack and Uber vs Lyft
Nov 26
As contactless payments become more popular in the US, card issuers should beware of Apple Card
Nov 22
AirBnb – an outstanding success, one not as great as many thought
Nov 20
DoorDash picked the perfect time to go public as the business has grown amid Covid-19
Nov 13
Apple – a 4th quarter unlike others and a year impacted by Covid
Oct 31
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