HBO’s Numbers

Yesterday, HBO announced that it had 800,000 subscribers on its standalone streaming service, HBO GO. CEO Richard Plepler was optimistic: “I wouldn’t say only 800,000 subs,” Plepler said in a response to an analyst who had used the word “only” in his question. “We’re just getting started. … I think we’re going to make a lot … Continue reading HBO’s Numbers

Amazon’s Offline Expansion

The Times ran an article yesterday, speculating that Amazon may be looking to open more brick-and-mortar bookstores, to complement the one it built a few months ago: The Internet retailer plans to open more brick-and-mortar bookstores following the unveiling last year of one such location here in its hometown, according to a person briefed on … Continue reading Amazon’s Offline Expansion

Amazon Gets Physical

Looks like Amazon is opening a bookstore in Seattle. The Seattle Times reports: The store, called Amazon Books, looks a lot like bookstores that populate malls across the country. Its wood shelves are stocked with 5,000 to 6,000 titles, best-sellers as well as Amazon.com customer favorites. Some interesting things here, starting with the exposure it … Continue reading Amazon Gets Physical

Swappa

I’m due for a new phone, and, like any Apple-head without a contract, I spent a long time traversing the internet in search of an unlocked iPhone 6. I spent a while on Amazon and an inordinate amount of time on eBay. Amazon is a cleaner purchasing process, and eBay, for better or worse, offers a bit … Continue reading Swappa

Uber Cool Evaluations

Bill Gurley has a great article on Uber’s valuation – actually a response to Aswath Damodaran’s piece – that raises some of the various markets Uber seeks to enter. He points out: When I used to travel to Los Angeles and Seattle on business I would use a rental car. Today I only Uber. It is materially … Continue reading Uber Cool Evaluations