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Sonos + Alexa Strategy

Feld Thoughts

I hope they are thinking hard about it, rather than fearing being disintermediated by Alexa. Or maybe special access to curated channels. As more hardware companies start paying attention to revenue attach, following the lead of companies like Dropbox, Ring, and Peloton, there’s an obvious place for Sonos to do this.

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Why I love the Care Space

A Crowded Space

This may make disintermediation a big challenge. Making this process easy and convenient should be enough to prevent disintermediation. I also believe a marketplace can build a brand around trust and quality by being very proactive about curation and adding standard services like certifications, background checks, and insurance. .