"Andy wouldn't have shadowed him [Bezos] for the length of time he did if he [Jassy] wasn't a legitimate intellectual sparring partner."
“...as the economy rebounds...India has a rare opportunity to run a larger fiscal deficit without pushing the debt-to-GDP ratio higher.”
“In logistics, fixing problems is much more expensive than when things were done right the first time.”
“If they keep attacking the prices and attracting consumers, do they have enough supply of the really high quality that people expect?”
Instead of investing where they need to most, many retailers have fallen into the price discount trap...
“Gogoro will see that in the long term competitors like Lyft and Lime will have longer lasting batteries and better technology."
Positioning itself as the inclusive, socially-minded ride-sharing company is a smart move.
"Bricks and mortar retailers thought e-commerce would be a small component and adoption would be slower."
Department stores have been struggling...there is still a place for them if they can give customers what they’re looking for.
“We are reasonably certain until approximately June 15 there will be significant measures...After that, God knows.”
