“Indeed, to the extent [that Whole Foods’ Mackey has compared Amazon to] Waterloo is a valid analogy, Amazon is much more akin to the British Empire, and there is now one less obstacle to sitting astride all aspects of the economy.”

– Ben Thompson, “Amazon’s New Customer,” Stratechery

“Obsoletion – where a cheaper, single-purpose product is replaced by a more expensive, general purpose product – is just as common as ‘disruption’ – even more so, in fact.  Why the Mac (and PC), iPod, and iPhone weren’t so much disruptive as they were obsoletive.”

– Ben Thompson, “Obsoletive,” Stratechery