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jasondelrey.bsky.social
Tech correspondent at @fortune.com covering Amazon, commerce & more. Author of WINNER SELLS ALL: Amazon, Walmart, and the Battle for Our Wallets. Signal: 917-655-4267. [email protected]
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Top U.S. Amazon sellers have long complained about an unlevel playing field battling against an "avalanche" of Chinese sellers Now they are pushing for Trump & Co. to intervene My latest for @fortune.com explores this dynamic, with a cameo by @mcuban.bsky.social fortune.com/2025/02/12/a...

submitted 17 days ago • 0 comments

In 2024, Amazon posted more than $150 BILLION in revenue from fees it charges sellers, EXCLUDING ads That's basically a Fortune 25 biz But how much profit Amazon banks from this is a mystery. So after record Amazon earnings, I decided to dissect this in @fortune.com fortune.com/2025/02/07/a...

submitted 19 days ago • 0 comments

Stoked to help program and host this great London AI event. Interested in attending or speaking? Please reach out!

submitted 36 days ago • 0 comments

Mark Zuckerberg has lost at least $60 billion over 5 years chasing virtual reality. www.businessinsider.com/meta-apple-m...

submitted 45 days ago • 1 comment

At last night’s #FortuneBrainstorm dinner, @mcuban.bsky.social told guests that BlueSky is where he’s spending most of his social media time since the discourse is by and large level-headed “Twitter’s a shithole these days”

submitted 53 days ago • 0 comments

Thanks to @quinnypig.com & other sources who helped me craft this profile of Amazon's most important exec not named Andy While Garman is seen as a steady hand who's been with AWS since launch, he faces big challenges on people, product & policy fronts I hope you'll take a read below (free link)

submitted 71 days ago • 2 comments

Looking forward to these interviews I'm conducting Monday and Tuesday at @fortune.com 's #brainstormAI conference. Have questions for Dave, Sanjay or Mano? Hit me up!

submitted 82 days ago • 1 comment

Amazon's AI strategy for AWS now centers on low prices and wide selection with the introduction of its Nova AI models and its Bedrock Marketplace. Feel like I've witnessed this playbook inside Amazon before My latest for @fortune.com with a nod to @simonwillison.net fortune.com/2024/12/04/a...

submitted 86 days ago • 1 comment

non-update update: Amazon =CEO Andy Jassy said at today's @amazonwebservices.bsky.social Re:Invent conference that "you can expect [the new Alexa] in the coming months"

submitted 87 days ago • 0 comments

Thought this was a great interview on both sides. Appreciated Jason’s candor on the stuff that 404 thinks it has figured out and the stuff that’s still a work in progress

submitted 90 days ago • 0 comments

I have a sinking feeling that we are gonna have to talk with family about crypto again this thanksgiving

submitted 94 days ago • 0 comments

It's amazing to experience a new platform where I'm not greeted with different versions of a post like this every time I log on... "Today, we said goodbye to my little brother for the final time"

submitted 99 days ago • 0 comments

Excited to get to share this story about "Muskification" in a small Texas town that I've been working on in the background since March. fortune.com/2024/11/18/e...

submitted 102 days ago • 1 comment

Why, hello. Amazon has repeatedly pushed back the launch of a Gen AI-powered Alexa that it teased over a year ago. I reviewed more than a dozen pages of recent internal docs highlighting major issues with the new version. Among them: Severe latency and subpar satisfaction scores (4.7 out of 7)

submitted 102 days ago • 3 comments