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.
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.”
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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.