A newsletter that’s mostly about Amazon and iRobot

Shortly after the Amazon/iRobot news was announced on Friday morning, a colleague asked me if I was surprised. The short answer is yes and no. Yes, in the sense that the news dropped suddenly on what should have been a quiet Friday morning in August. No, in the sense that, of course Amazon is buying iRobot.
Buckle up, because we’ve got a lot to unpack here.
Let’s start with the financial stuff up front. The all-cash deal values iRobot at around $1.7 billion, making this Amazon’s fourth-largest acquisition, following Whole Foods ($13.7 billion), last year’s MGM deal ($8.45 billion) and last mon

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