Episode 97: The novel strategy of making money, and investing to do so - Amazon + Whole Foods

Published: June 29, 2017, 7 p.m.

Looks like we\u2019ll be getting cheaper organic food what with Amazon buying Whole Foods. What exactly is the strategy at play here, though? Other than the obvious thing of doing online groceries, how is Amazon advantaged here such that others (like Wal-mart), can\u2019t simply do this themselves. We go over these questions and how they related to M&A in general. Plus recommendations and some podcast meta talk.

\n\nMid-roll\n\n\n\nPodcast meta-talk\n\n\n\nAmazon Buys Whole Foods\n\n
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  • This was not covered in the Mary Meeker slide-fest.
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  • Cot\xe9\u2019s notebook on the topic.
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  • Stratechery on WF Acquisition
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  • Exponent Podcast
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  • What exactly are the barriers to entry here for other grocery stores.
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  • The business: online, and just the grocery store on it\u2019s own...plus the 460+ physical stores for other goods?
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  • Barriers to entry, Amazon buyers (Whole Foods looks good now?), culture clash?, HEB love, private label
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\n\nBONUS LINKS! Not covered in episode.\n\nGartner Magic Quadrant for IAAS is Here!\n\n\n\nHow Microsoft Is Shifting Focus to Open Source\n\n
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  • Link
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  • \u201cChef is used to manage thousands of nodes internally across Azure, Office 365 and Bing.\u201d
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\n\nAmazon Eyeing Slack?\n\n
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  • Link
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  • \u201cBuying Slack would help Seattle-based Amazon bolster its enterprise services as it seeks to compete with rivals like Microsoft Corp. and Alphabet Inc.\u2019s Google.\u201d
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\n\nWalmart Buys Bonobo\n\n\n\nWalmart Sez Get Off the AWS\n\n\n\nWhat\u2019s Wrong with Jenkins?\n\n
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  • Jenkins is the Nagios of CI/CD
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  • \u201cNo toolchain is perfect, but you can achieve software delivery perfection (or something close to it, at least) when you implement the right culture.\u201d Tools don\u2019t substitute culture.
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\n\nOracle\u2019s Swinging For the Fences (and missing)\n\n
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  • Link
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  • \u201cHe was also unwilling for Specsavers to become a guinea pig for Oracle's cloud.\u201d
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\n\nUbuntu Mobile Post Mortem\n\n\n\nServerless and the Death of DevOps\n\n
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  • Link
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  • Spoiler: \u201cDevOps is the ultimate reactive, or event-driven, tech use case. It\u2019s not going anywhere\u201d
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\n\nState of DevOps 2017 Report\n\n\n\nCommercial Open Source Software Companies\n\n
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  • Link
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  • A bit of sourcing on the numbers would be valuable
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  • Glad Chef\u2019s not on the list, wouldn\u2019t want to comment on the numbers
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\n\nCloud Foundry Summit\n\n\n\nHeptio Out of Stealth Mode with K8s Management Tool\n\n
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  • TheNewStack covere
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  • Official page
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  • File under \u201cIt didn\u2019t already do that. I see.\u201d
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  • Not sure this qualifies as \u201ccoming out of stealth\u201d, everyone knows they work on open source K8s. I\u2019m not seeing a monetization strategy yet beyond support & training. Not that there\u2019s anything wrong with that, but they raised $8.5 for their A-round
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\n\nBMC Software Exploring Merging with CA\n\n
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  • STOP THE PRESSES! TERRIBLE MEETS TERRIBLE?
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  • So far, no confirmation, but:
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  • \u201cWhile the two companies were once dominant in the systems management industry, the analyst notes that CA and BMC have 7.5% and 8% share respectively as of FY16 which combined would put them on a near even footing with IBM, the largest vendor, at 15%.\u201d
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  • \u201cThere are also many other vendors in the market including MSFT (7%) and NOW (5%) so anti trust concerns should not be an issue.\u201d
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\n\nHigh Level Kubernetes Overview\n\n
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  • Link
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  • \u201cBasically Kubernetes is a distributed system that runs programs (well, containers) on computers. You tell it what to run, and it schedules it onto your machines.\u201d
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\n\nMore on Service Meshes\n\n\n\nRecommendations\n\n

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