Amazon is playing to win in the ebook platform wars, and isn't afraid of pulling out the big guns. It is securing exclusive deals. It is building its own publishing house. It is doing everything to increase the number of available titles (see chart).
We believe the winning Kindle platform is likely to have network effects: the more titles it will have, the more consumers it will have, which will lead more titles to the platform and so on, in a virtuous cycle. This is the right move on Amazon's part. It will be fascinating to see what happens when Amazon get serious about streaming video.
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| Number of ebooks available for sale on US Kindle store |
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Original content Bob DeMarco, All American Investor
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