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The novel strategy of making money, and investing to do so - Amazon + Whole Foods
Episode 97
Published 9 years, 3 months ago
Description
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- This episode is sponsored by Casper, who’s looking for some good senior SREs. If you’re into building out and managing infrastructure that keeps code running and makes sure you can sleep soundly at night, check out the job listing, apply, and be sure to mention that you heard about it on Software Defined Talk. According to Glassdoor reviews, it’s a damn fine place to work. You can also just email jobs@casper.com and browse all their openings at casper.com/jobs.
- LOOK, MA! I PUT IN DATES! DevOpsDays Minneapolis, July 25 to 26th: get 20% off registration with the code SDT (Thanks, Bridget!).
- SpringDays - Atlanta (July 18th to 19th)
- Matt will be at:
- Podcasts.app to be able to track what you listen to.
- Just paying for podcasts.
- $220m+ estimated TAM.
- We have a Casper ad!
- This was not covered in the Mary Meeker slide-fest.
- Coté’s notebook on the topic.
- Stratechery on WF Acquisition
- Exponent Podcast
- What exactly are the barriers to entry here for other grocery stores.
- The business: online, and just the grocery store on it’s own...plus the 460+ physical stores for other goods?
- Barriers to entry, Amazon buyers (Whole Foods looks good now?), culture clash?, HEB love, private label
Gartner Magic Quadrant for IAAS is Here!
- Larry D.
- Once again, what a change from way back when:
-
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