Category Archives: Etc.

Ajit Mohan to Sanjay Gupta: Facebook, Google hot on Hotstar’s big stars

From Ken.

But why would Google look to Hotstar for a replacement? It’s doing something right. At least in terms of video consumption.

Hotstar’s quick rise to 300 million monthly viewers, since its launch over five years ago, has made it a prime target for poaching by deep-pocketed global tech companies in search of talent. Mohan, for one, is said to be earning around $2 million plus stock options at Facebook, according to a report from The Times of India. That’s “significantly” more than what he previously made, the report claims. It is not clear what Gupta’s salary at Google will be.

Complete article here–>

What’s Amazon’s market share? 35% or 5%?

  • Amazon is a big company, but what does that mean? How big is ‘big’? What does ‘dominant’ or ‘scale’ or ‘huge’ mean when US retail is $6 trillion a year?
  • Running the numbers, Amazon has about 35% of US ecommerce. But, it competes with physical retailers as well – it competes with Macy’s, Walmart and Barnes & Noble. On that basis, Amazon’s real market share of its real target market is closer to 6% (it’s 2/3 the size of Walmart)
  • Regulators pick and choose market definitions depending on their objective, and this will probably happen to Amazon – it’s definitely dominant in books and definitely not in cars. But if we’re going to worry about the scale of the Amazon machine, which scale are we talking about? That’s a political question as much as it’s an economic one.

Complete article here–>