Cover image for Cloud Wars Live: Are You Funding #1 Competitor: Amazon? | Ammirati on Innovation
Cover image for Cloud Wars Live: Are You Funding #1 Competitor: Amazon? | Ammirati on Innovation

Are You Funding #1 Competitor: Amazon? | Ammirati on Innovation

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Each month, “Ammirati on Innovation” episodes will look at ways that the disruptive-startup mentality is spreading beyond young entrepreneurs to big established corporations. Serial entrepreneur, venture capitalist and Carnegie Mellon B-school professor Sean Ammirati, who sits at the intersection of these high-change dynamics, provides insight.

Episode 20

The Big Themes:

  • Wall Street/Main Street: The software sector had a great year. The markets didn’t correct. Main Street not so much – stores are boarded up and it’s a ghost town.
  • Disney played this perfectly: Netflix and Disney are going head-to-head. Both companies have done well in 2020, but you’re going to see Disney outperform Netflix in 2021.
  • Walmart and Amazon: Does Walmart really want to finance their number one competitor – and does Amazon want that too?
  • Rockefeller, Standard Oil, and AWS: John D. Rockefeller fought hard not to have Standard Oil split apart, but the wealth creation that happened was huge.

The Big Quote: “I still think Amazon needs to spin out AWS. It’s crazy that they haven’t yet.”

You can also stream the audio-only version of this episode:

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Follow Sean on Twitter and LinkedIn for more valuable insights into innovation and entrepreneurship. Check out his podcast, Agile Giants.

Stream more episodes of Ammirati on Innovation, via Cloud Wars Live.

Cloud Wars Live Digital All-Stars

Sean Ammirati is one of our regular Digital All-Stars. The All-Stars are experts whose video podcasts will focus on the critical themes shaping (and re-shaping!) the business world here in the digital age of 2020. Our intention is to provide regular chunks of timely ideas and insights about high-priority subjects from industry veterans with diverse backgrounds.

This episode is brought to you by BMC Software.