Business

Tesla, software and disruption

Benedict Evans is a partner at Andreessen Horowitz, a leading venture capital firm based in Silicon Valley. This piece is a deep dive into the automotive industry, comparing the incumbents (Ford, GM, et al) with the disruptor (Tesla), and searching for insights in other industries that have already seen disruption (mobile phones, desktop and laptop computers).

A Kingdom from Dust

A profile of the biggest farmers in the US “a married couple working in partnership” and the story of their extraordinary rise via floor cleaning, security, plastic figurines, advertising, and philanthropy. Their story is also now the story of water in California as the yields from their crops continue to increase just as the water supply has declined through nearly a half-decade of drought.

Why Amazon is eating the world

A look at the radical way in which Amazon is systematically turning each component of its business into an productised commercial venture with external clients – starting with their technology infrastructure, then their fulfillment service and so on. The objective goes beyond revenues and profit (though they come – Amazon Web Services has a $14bn annual run rate) to building a “moat” around their market position and ensuring that the pressure of servicing external clients keeps all units in Amazon lean and competitive.