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...Read a transcript of this episode on FT.com...
...Now turn to Amazon’s retail business. It enjoys network effects, but also depends very heavily for its increasing returns on traditional economies of scale and learning by doing....
...Email us: robert.armstrong@ft.com and ethan.wu@ft.com. The Mag 7 value trade Market pundits often talk about the Magnificent Seven big tech stocks as a homogeneous entity. This is a mistake....
...But critics said the company had been hemmed in by its hugely profitable search business and cautious about introducing generative AI products that could cannibalise its business model....
...Email us: robert.armstrong@ft.com and ethan.wu@ft.com. Is Uber’s buyback a good idea? Yesterday Uber announced a $7bn buyback authorisation as part of a larger investor update....
...emma.jacobs@ft.com...
...The Russian business now operates as a standalone unit, Van de Put said. The company sold fewer goods in 2023, he added, but was more profitable because of lower investment....
...Anyway, it will be fun to watch, and I’m curious to hear your thoughts: robert.armstrong@ft.com....
...If other CEOs out there (other than John Ridding) have complaints, send them to: robert.armstrong@ft.com and ethan.wu@ft.com....
...It is nice to walk out locally, meet people, have a meal, visit a pharmacist, collect parcels and so forth: doing it all together would be very convenient. john.gapper@ft.com...
...stephen.bush@ft.com...
...If AI turns out to be as disruptive as many in the tech world believe, the new PC chip wars will change the computing landscape. But it is likely to be a very long campaign. richard.waters@ft.com...
...Let us know who you would like to hear from on future Fridays: robert.armstrong@ft.com and ethan.wu@ft.com....
...I’m midway through investigative journalist Eyal Press’s excellent book Dirty Work, which examines the often appalling conditions faced by people doing society’s toughest, most thankless tasks, such as slaughterhouse...
...Source: US Census Business environment This category looks at the cost and ease of doing business....
...Email us: robert.armstrong@ft.com and ethan.wu@ft.com. What’s next for the magnificent seven?...
...soumaya.keynes@ft.com Follow Soumaya Keynes with myFT and on X...
...News Corp’s history shows that it can be convinced to sell or spin off key assets, so long as there is money to be made by doing so....
...What that shows is that big companies have shied away from doing mega deals but smaller acquisitions have gone ahead as they probably posed less of a threat....
...It is a bad idea to present a fast-growing but still unprofitable bank as an adjusted-ebitda-profitable tech company. It makes it hard to see how the business is really doing....
...It begs the question as to why PayPal is doing it....
...We are confident there is no wrong-doing, we are putting additional financial controls in place at this subsidiary and are assured that these accounts give a true and fair view of the Company, as stated...
...As I said, everyone knew what needed doing)....
...Sinéad O’Sullivan is a senior researcher at Harvard Business School’s Institute for Strategy and Competitiveness....
...“We’re doing everything we can to fix it,” says one insider. “But we’ve been dealt a bad hand.” samer.alatrush@ft.com...
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