• E-Commerce-Boom: Entwicklung von 5 Jahre in 3 Monaten – von 17-20% der gesamten Einzelhandelsumsätze auf 30% und Stabilisierung in hohen 20ern -> 35% Anstieg in 2 Quartalen https://www.ben-evans.com/benedictevans/2020/11/22/finding-a-new-level-for-ecommerce 
• und Lieferwagen-Knappheit: FedEx, UPS https://www.bloomberg.com/news/articles/2020-11-25/fedex-ups-can-t-get-enough-vans-to-keep-up-with-e-commerce-rush 

• Ethik, Arbeitsbedingungen und Mitarbeiterstreiks https://www.theguardian.com/commentisfree/2020/nov/27/black-friday-global-coalition-amazon-jeff-bezos-workers-planet 
• Regulation: Einführung von Digital-Steuer in Frankreich  https://edition.cnn.com/2020/11/25/tech/france-digital-taxes/index.html 
• AWS-Ausfall: Amazons Cloud-Hosting down https://www.theverge.com/2020/11/25/21719396/amazon-web-services-aws-outage-down-internet
• Amazon: 1,2 Mio. Angestellte – fast 1.300 neue Mitarbeiter – pro Tag (!!) https://www.nytimes.com/2020/11/27/technology/pushed-by-pandemic-amazon-goes-on-a-hiring-spree-without-equal.html 

Totally crazy! Global stock mktcap on course to historic $100tn mark. Gained another $2.1tn this week as string of pos vaccine news continues to overwhelm the here-and-now or rising virus cases & suppressed econ activity. All stocks now worth $98.7tn, equal to 112% of global GDP. pic.twitter.com/mIwwFf6hIS

— Holger Zschaepitz (@Schuldensuehner) November 29, 2020

During Microsoft’s earnings call last month, Satya Nadella talked about the 115M Microsoft Teams users creating a platform effect and driving usage for Microsoft’s Dynamics CRM, a Salesforce competitor.

Perhaps it’s no surprise that Salesforce is thinking about acquiring Slack. — Chetan Puttagunta (@chetanp) November 25, 2020

Slack aims to be the integration layer for every other cloud service – the place you go to search, see what’s going on, comment and discuss and launch any other document or task. So is MS Teams. Salesforce wants that, and also, sees it as a threat.

— Benedict Evans (@benedictevans) December 1, 2020

I’d played it conservative and taken the cash.

It’s never obvious. Even when you’re on the ground floor. That was dumb:https://t.co/SDb5bBms7L — Andrew Wilkinson (@awilkinson) December 2, 2020

Slack joins Apple on the list of companies that took out a newspaper ad to sarcastically welcome an incumbent into their market only to lose to them.

Unfortunately when it comes to enterprise, sales teams beat good user experience 9 times out of 10. https://t.co/7nR9SgZlYx — Dare Obasanjo (@Carnage4Life) December 3, 2020

The final analysis on Slack is simple. Startup vs. incumbent is a race of innovation vs. distribution. Microsoft achieved feature parity faster than Slack reached distribution parity.

— James Wang (@jwangARK) December 3, 2020

• Charles Duhigg (Power of Habit): „A million-dollar investment in a thriving young company might yield ten million dollars in profits. A fifty-million-dollar investment in the same startup could deliver half a billion dollars. “Honestly, it stopped making sense to look at investments that were smaller than thirty or forty million,” a prominent venture capitalist told me. “It’s the same amount of due diligence, the same amount of time going to board meetings, the same amount of work, regardless of how much you invest.” https://www.newyorker.com/magazine/2020/11/30/how-venture-capitalists-are-deforming-capitalism
• Einfluss von Gründern – Jockey vs. horse: „personal attributes including age, education, and personality traits had no significant connection to the valuations of early-stage companies. “It didn’t hurt,” he added, speaking to II by phone. “But it wasn’t predictive of success or failure.” Almost half (47 percent) ranked the management team as the most important factor, versus 37 percent who said that business-related, or “horse,” factors were the most important.“  https://www.institutionalinvestor.com/article/b1p6kjmh25s24b/The-Problematic-VC-Threatening-Study-That-Has-Split-Harvard-Professors
• SPACs als Alternative – was steckt dahinter? Silicon Valley Needs a Shakedown with Chamath Palihapitiya https://hbr.org/podcast/2020/11/silicon-valley-needs-a-shakedown-with-chamath-palihapitiya SPACs erklärt https://www.newcomer.co/p/the-man-with-six-spacs