Acquired · Thread
Amazon as recurring case
Amazon shows up across decades — the original IPO, AWS as its own company, the Brad Stone book — each time as a different example of the same idea.
Each of the threads on this site is an arc — a set of episodes that only make sense as installments of the same argument. This page is the in-order index of one of them.
Concepts the thread keeps returning to
Compounding profit
When a profitable core funds investments that would be irrational for less-profitable competitors, creating a widening gap over time.
Platform play
Building a substrate that other businesses build on, so growth in the ecosystem accrues back to the platform owner.
The arc · 4 episodes over 6 years
Amazon shows up across decades — the original IPO, AWS as its own company, the Brad Stone book — each time as a different example of the same idea.