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EconStor: Apple, Amazon, Google, Facebook, Microsoft: Market concentration - competition - innovation strategies
Abstract

"Based on a systematic review and evaluation of business reports, documents, statistics, literature and press releases, this paper analyzes the market concentration and the expansion and innovation strategies of the leading internet companies Google, Facebook, Apple, Amazon and Microsoft. The findings invalidate any claims that a decentralization of the market and a democratization of the internet is taking place, or that research, development and innovation processes are becoming more open and collaborative. The five examined companies, as the operators of the core infrastructures of the worldwide web, shape the overall products and services offer of the internet, determine access to the web, structure the communication possibilities for users, and are the main drivers of innovation in this field. Not decentralization, democratization and open innovation, but market concentration, control and power struggles are categories to adequately describe the fundamental dynamics of the commercial internet."
antitrust  GAFA  Apple  Amazon  Google  Facebook  Microsoft 
15 days ago by pierredv
The Gap Between the Haves and Have-Nots of Tech Widens - The New York Times
The Gap Between the Haves and Have-Nots of Tech Widens

"In the last two weeks, Microsoft, Apple and Amazon — like Alphabet, all flirting with a $1 trillion stock value on Wall Street — posted record results. The final member of tech’s Big Five, Facebook, which is a little more than halfway to a $1 trillion valuation, also reported strong earnings."

“The strong are getting stronger, and the weak are getting weaker. It’s a market of haves and have-nots,” said Daniel Ives, managing director of equity research at Wedbush Securities. “In 20 years covering tech, it’s unlike anything I’ve ever seen.”

"Sonos has sued Google, accusing Google of infringing on five of its patents, including technology that lets wireless speakers connect and synchronize with one another."

"To assuage some concern about sluggishness in its main search ad business, Alphabet disclosed for the first time detailed revenue figures for its YouTube and cloud computing units, which are growing faster than the rest of the company. YouTube sold $15.1 billion worth of ads in 2019, up 36 percent, while its cloud unit grew more than 50 percent to $8.9 billion. Ad revenue from search increased 15 percent to $98.1 billion."
NYTimes  GAFA  Google  Alphabet  Amazon  Facebook  Apple  Microsoft  advertising 
8 weeks ago by pierredv
Amazon buys Ring, the smart doorbell maker backed through Alexa Fund, CNBC Feb 2018
“To say Amazon will not compete with you is lunacy because they compete with everybody,” Siminoff said. “They’re like nuclear power. They are very, very powerful and you can get amazing, clean energy from them but there’s also the possibility of getting human radiation if you’re not careful.”
CNBC  metaphor  Amazon  nuclear 
8 weeks ago by pierredv
Tech giants step up lobbying in Washington, Irish Times, Jan 2020
"Four of the five biggest US technology giants boosted their lobbying spending last year as they battled charges of unfair competition, sought to shape privacy legislation and pursued large government contracts in an increasingly hostile Washington. Facebook led spending increases by Amazon. com, Apple, and Microsoft. Alphabet was the lone member of the quintet with a decline."
"The tech industry has become one of the biggest spenders in Washington and is rivaling traditional lobbying powerhouses, including the pharmaceutical industry and big business lobbies."
lobbying  Facebook  Apple  Microsoft  Alphabet  Google  Amazon  GAFA 
8 weeks ago by pierredv
Amazon's playbook for crushing startups - YouTube, Nov 2019
"And that's the PlayBook: With (1) an unfair advantage in access to information, (2) capital and (3) sales channels, plus (4) strong ecosystem plays like Prime and Alexa as well as (5) a lack of pressure from investors to show short-term profitability, it's no wonder Amazon is one of the scariest competitors on Earth "
Amazon  business-models  TechAltar  video  YouTube  antitrust 
9 weeks ago by pierredv
Amazon’s latest warehouse machine demonstrates the slow drip of automation - The Verge, May 2019
"A few jobs lost here, a few lost there; it all adds up"

"Automation is like climate change: slow-moving and hard to get your head around"
automation  TheVerge  Amazon  employment  climate-change  metaphor  * 
january 2020 by pierredv
Amazon employees struggle with 'nerve-racking' robot co-workers | Fox Business Dec 2019, AP
Doing your job side-by-side with robots isn't easy. According to their makers, the machines should take on the most mundane and physically strenuous tasks. In reality, they're also creating new forms of stress and strain in the form of injuries and the unease of working in close quarters with mobile half-ton devices that direct themselves.
AP  automation  Amazon  work 
december 2019 by pierredv
A brutal year: how the 'techlash' caught up with Facebook, Google and Amazon | The Guardian Dec 2019
"After years of relatively unchecked growth, the tech industry found itself on the receiving end of increased scrutiny from lawmakers and the public and attacks from its own employees.
“The whole year has been brutal for tech companies,” said Peter Yared, chief executive officer and founder of data compliance firm InCountry. “The techlash we have seen in the rest of the world is just now catching up in the US – it’s been a long time coming.”
From new privacy legislation to internal strife, here are some of the major hurdles the tech industry has faced in the past year."

"Throughout the year, tech giants faced congressional hearings on issues such as privacy, antitrust and misinformation. "
TheGuardian  techlash  Facebook  Google  Amazon 
december 2019 by pierredv
Why Amazon, Apple, Facebook, and Google Need to Be Disrupted - Esquire Feb 2018
"Four companies dominate our daily lives unlike any other in human history: Amazon, Apple, Facebook, and Google. We love our nifty phones and just-a-click-away services, but these behemoths enjoy unfettered economic domination and hoard riches on a scale not seen since the monopolies of the gilded age. The only logical conclusion? We must bust up big tech."

"The settlement was criticized by some for being too lenient, but it’s worth asking whether Google—today worth $770 billion and the object of affection for any free-market evangelist—would exist if the DOJ hadn’t put Microsoft on notice regarding the infanticide of promising upstarts. In the absence of the antitrust case, Microsoft likely would have leveraged its market dominance to favor Bing over Google, just as it had used Windows to euthanize Netscape. "
techlash  Esquire  Amazon  Apple  Facebook  Google  Microsoft  antitrust 
december 2019 by pierredv
Google, Facebook, Amazon: Big Tech Is Becoming a Problem | National Review
"It’s not time to smash these companies to pieces. But perhaps we should rein in some of their most egregious practices."
NationalReview  Google  Facebook  Amazon  techlash 
december 2019 by pierredv
Hyperobjects: Philosophy and Ecology after the End of the World (Posthumanities): Timothy Morton: 9780816689231: Amazon.com: Books
Via Matt Corwine, Dec 2019: " It's not about mythology directly, but it does touch on how we experience things that are at a scale beyond our ability to directly perceive them (you can't look at or touch climate change). That guy is bonkers, and I mean that as a compliment."

"Insisting that we have to reinvent how we think to even begin to comprehend the world we now live in, Hyperobjects takes the first steps, outlining a genuinely postmodern ecological approach to thought and action. "
books  Amazon  philosophy  ecology 
december 2019 by pierredv
Amazon Reports Collision Risk For Mega Constellation Of Kuiper Internet Satellites IEEE Spectrum - IEEE Spectrum Oct 2019
"Last month, Amazon provided the U.S. Federal Communications Commission (FCC) with data for its planned fleet of 3,236 Kuiper System broadband Internet satellites.

If one in 10 satellites fails while on orbit, and loses its ability to dodge other spacecraft or space junk, Amazon’s figures [PDF] show that there is a 12 percent chance that one of those failed satellites will suffer a collision with a piece of space debris measuring 10 centimeters or larger. If one in 20 satellites fails—the same proportion as failed in rival SpaceX’s first tranche of Starlink satellites—there is a six percent chance of a collision."
Amazon  FCC  orbital-debris  IEEE-Spectrum 
october 2019 by pierredv
Unlicensed Signal Boosters Get a Boost From Amazon | WIRED Aug 2019
Via Blake Reid

"The FCC requires booster manufacturers to get their products certified as safe, and it publishes each valid certification on its website. WIRED found a number of sellers offering boosters on Amazon that are not listed as certified by the FCC."
Amazon  cellular  enforcement  FCC 
august 2019 by pierredv
LEO Survival of the Fittest…or the Smartest? - NSR
"Financial “fitness” can be thought of as the funding – either self or outside – that is essential for breaking the barriers to entry and for survival in the short-term. “Smartness” can be considered as the right target market, pricing strategy, capability and repeatability to ensure long-term sustainability. So, when it comes to LEO HTS Constellation survival, what is the answer to the question: Fit or smart?"

"A grand total of almost $48 B [in capex] must be invested to deploy all constellations as they are currently planned."

"From this assessment, based on the funding status and CAPEX to funding ratio, OneWeb is the “fittest” player today. That said, even though Amazon does not have any announced funding at this stage, NSR believes their deep pockets ensure that this will not be a challenge in the launch of Project Kuiper."

"... revenue estimates are a different game altogether. NSR forecasts $43.6B in overall Non-GEO revenues over the 2018 – 2028 period. "

"To compensate for higher than anticipated expenses during the early stages, OneWeb has shifted their short -term priority towards higher revenue generating applications. "

"As one of the biggest constellations planned, SpaceX’s constellation is also associated with the highest expenses. With over $1B in funding raised so far, it makes up a mere 7% of the total estimated CAPEX. ... Starlink’s architecture does allow SpaceX to offer high speed Internet to markets with high price tolerance. But will the market size be big enough to support SpaceX’s long-term plans?"

"The latest news from Telesat indicates it will hedge its bets with a hybrid architecture."

"Short-term “fitness” remains the biggest question for LeoSat as they work towards lowering the overall system CAPEX."
NSR  LEO  NGSO  market-research  OneWeb  SpaceX  Telesat  LeoSat  Amazon 
july 2019 by pierredv
Amazon lists more than 70 jobs for Project Kuiper satellite operation – GeekWire
"Boy, that escalated quickly: Just hours after GeekWire revealed that Amazon is planning a 3,236-satellite constellation to provide global broadband access, code-named Project Kuiper, the company posted scores of job openings for the new space venture."

"Meanwhile, the Secure World Foundation’s Brian Weeden voiced concern over Project Kuiper’s potential impact on orbital debris."
Virtually all of the 73 Kuiper-related jobs listed on Amazon’s website are in Bellevue, Wash. One exception is a Seattle opening for a senior corporate counsel specializing in international trade and export control.

The timing is notable given Amazon’s decision to relocate its worldwide operations team from Seattle to Bellevue — a decision that seems to signal that the tech giant is cooling on its hometown.
GeekWire  space  Amazon  satellite  Seattle  Bellevue  employment  space-debris  orbital-debris 
april 2019 by pierredv
The Market as God: Harvey Cox: 9780674659681: Amazon.com: Books
"The Market has deified itself, according to Harvey Cox’s brilliant exegesis. And all of the world’s problems―widening inequality, a rapidly warming planet, the injustices of global poverty―are consequently harder to solve. Only by tracing how the Market reached its “divine” status can we hope to restore it to its proper place as servant of humanity.

The Market as God captures how our world has fallen in thrall to the business theology of supply and demand. According to its acolytes, the Market is omniscient, omnipotent, and omnipresent. It knows the value of everything, and determines the outcome of every transaction; it can raise nations and ruin households, and nothing escapes its reductionist commodification. The Market comes complete with its own doctrines, prophets, and evangelical zeal to convert the world to its way of life. Cox brings that theology out of the shadows, demonstrating that the way the world economy operates is neither natural nor inevitable but shaped by a global system of values and symbols that can be best understood as a religion.

Drawing on biblical sources, economists and financial experts, prehistoric religions, Greek mythology, historical patterns, and the work of natural and social scientists, Cox points to many parallels between the development of Christianity and the Market economy. At various times in history, both have garnered enormous wealth and displayed pompous behavior. Both have experienced the corruption of power. However, what the religious have learned over the millennia, sometimes at great cost, still eludes the Market faithful: humility."
Amazon  books  theology  religion  markets 
january 2019 by pierredv
Amazon tells FCC to reject T-Mobile, CTIA, CCA efforts to get more licensed high-band spectrum | FierceWireless Apr 2017
"Dismissing claims by CTIA, T-Mobile and the Competitive Carriers Association (CCA), Amazon is voicing support for the FCC’s decision on unlicensed operations in the 64-71 GHz band.
Amazon executives recently met with FCC advisers to commissioners Michael O’Rielly and Mignon Clyburn to discuss aspects of the commission’s Spectrum Frontiers proceeding on spectrum above 24 GHz. Amazon says the availability of unlicensed spectrum is of great interest to Amazon and its 180,000 U.S. employees."

"CCA has told the commission that the decision to allocate the entire 64-71 GHz band for unlicensed use will negatively impact the future of mobile terrestrial 5G services. "
FierceWireless  Amazon  FCC  ex-parte  60GHz  CCA  CTIA 
april 2017 by pierredv
Team Delft Wins Amazon Picking Challenge - IEEE Spectrum July 2016
"AutomatonRoboticsIndustrial Robots
Team Delft Wins Amazon Picking Challenge

By Evan Ackerman
Posted 5 Jul 2016 | 17:01 GMT
AddThis Sharing Buttons
Amazon Picking Challenge winner Team Delft robot arm
Photo: Team Delft
With warehouses full of robots that can move shelves from place to place, the only reason that Amazon needs humans anymore is to pick things off of those shelves and put them into boxes, and pick other things out of boxes and put them onto those shelves. Amazon wants robots to be doing these tasks too, but it’s a hard problem—hard enough that the enormous bajillion dollar company is asking other roboticists to solve it for them."
IEEE-Spectrum  Amazon  automation  robotics 
july 2016 by pierredv
If managing PCs is still hard, good luck patching 100,000 internet things • The Channel July 2016
via Dale
"Amazon Web Services' (AWS') ... APAC technology head Glenn Gore recently told El Reg AWS likes the idea of dumb things collecting data at the edge, then sending all the information they collect into a cloud for processing."
"Intel, which fancies x86-powered boxen on the edge"
Includes examples of both architectures
TheRegister  IoT  architecture  Intel  Amazon  Cisco 
july 2016 by pierredv
Amazon.com: Send to Kindle
"Reading your documents and web content on Kindle is now easier than ever. Use Send to Kindle applications to read on your Kindle devices and free reading apps on iPhone, iPad, iPod touch and Android phone and tablet"
kindle  app  Amazon 
december 2014 by pierredv
Amazon.com: LTE - The UMTS Long Term Evolution: From Theory to Practice (9780470660256): Stefania Sesia, Issam Toufik, Matthew Baker: Books
Following on the success of the first edition, this book is fully updated, covering the latest additions to LTE and the key features of LTE-Advanced. This book builds on the success of its predecessor, offering the same comprehensive system-level understanding  built on explanations of the underlying theory, now expanded to include complete coverage of Release 9 and the developing specifications for LTE-Advanced. The book is a collaborative effort of more than 40 key experts representing over 20 companies actively participating in the development of LTE, as well as academia. The book highlights practical implications, illustrates the expected performance, and draws comparisons with the well-known WCDMA/HSPA standards. The authors not only pay special attention to the physical layer, giving an insight into the fundamental concepts of OFDMA-FDMA and MIMO, but also cover the higher protocol layers and system architecture to enable the reader to gain an overall understanding of the system
UMTS  book  LTE  Amazon 
april 2013 by pierredv
AWS Just Made It A Whole Lot Easier For Anyone To Create A Virtual Private Cloud Showing Again How Enterprise Tech Is Obsolete | TechCrunch
"Amazon Web Services will now offer the option for everyone to have their own virtual private cloud (VPC), another sign of the company’s intent to push into the enterprise market. The service means that every customer using EC2 will see the option for a VPC as an instance type. Until now, the VPC was a separate service."
via  LinkedIn  virtualization  TechCrunch  cloud  Amazon  storage 
march 2013 by pierredv
Amazon's Kindle winning battle, but Adobe poised to win eBook war | The Industry Standard
"Though Adobe may balk at the comparison, its role in the eBook market is similar to Microsoft's in the PC market: a builder of a semi-open ecosystem of partners to whom it sells publishing tools.
In this analogy, Amazon.com is like Apple: successful, but secretive, with a reliance on proprietary formats like the Kindle's native AZW that creates customer hassle and lock-in."
x:thestandard  books  ebooks  amazon  adobe  apple 
december 2009 by pierredv
More Readers Are Picking Up Electronic Books - NYTimes.com
Endless great factoids about a shift that seems to be happening at last "For a decade, consumers mostly ignored electronic book devices, which were often hard to use and offered few popular items to read. But this year, in part because of the popularity of Amazon.com’s wireless Kindle device, the e-book has started to take hold."
trends  NYTimes  technology  books  amazon  reading 
december 2008 by pierredv

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