Amazon

Bloomberg reported on April 23rd that Amazon was working on a home robot, but specific use cases of the robot were unclear. Based on what we know about Amazon’s commerce strategy, filed patents, product speculation, and competitive landscape we believe…

In venture, our job is to swing for grand slams because venture returns follow a power law function where your biggest winner is going to provide the majority of your return. Base hits do not add up to a grand…

We hear a lot about the exploding budgets that tech giants are spending on original content as consumers continue to cut the cord. In the last few years, some of the same players have started to add live sports to…

CNBC reported on Friday that Amazon is building a health and wellness team inside its Alexa division to work on making Alexa a better tool for healthcare. Amazon, Berkshire Hathaway, and JP Morgan recently announced plans for a joint healthcare company focused on…

Last week, we attended the AUVSI XPONENTIAL trade show in Denver, the largest global gathering of unmanned systems providers, robotic software developers, and industry experts. We spent time with 15 executives from some of the leading commercial drone companies and thought leaders…

Amazon reported Mar-18 results highlighted by profitability that was 2x analyst expectations. Recall that from time to time Amazon will flex its gross margins to remind investors of the model’s leverage potential. Going forward we expect margins to dip lower…

Written by guest author Carlos Castelán with Andrew Murphy. Carlos is Managing Director of The Navio Group. Note: size of bubble represents FY 2017 company revenue In recent years, companies in the retail and consumer goods space have touted “business…

Apple has been criticized for not doing enough in AI. Two recent announcements show the company is closing the gap. In the past two weeks, the company has announced the hiring of Google’s AI head, and an AI partnership with…

Market decline does not change the mega growth opportunities. The heart rate of the market increased the past week because of fears of a trade war, Facebook data privacy, and broken market technicals, but the health of the market is…

Apple and Amazon are relative safe havens. We expect over the next year investors will look favorably on Apple given the company’s privacy-first ethos in an age where privacy is becoming a more prevalent topic. Amazon will also likely benefit…

We tested Target’s Drive Up service with 10 separate orders. The most important metric, park-to-depart, average time was an impressive 1:18 seconds. This delightful service that will gain traction, and something that Amazon can’t offer today. This does not change…

After our first visit to Amazon Go, Amazon's automated retail store in Seattle, we're not surprised to hear the company has plans to open up to six more cashierless convenience stores later this year. The automated retail space is getting…