900 Seconds and 90 slides - The Four Horsemen of the Future: Amazon, Apple, Facebook, and Google, by Seth Galloway of NYU Stern, DLD15
Adam Rifkin stashed this in The Future
Many factors come into play when you want to win a horserace.
Next to the fastest horse, there’s a need for the best team, perfect daily condition, an extraordinary rider and sometimes also a big bunch of luck.
Passionate trademark analyst and L2 founder Scott Galloway will calling out for us the rates of Amazon, Apple, Facebook, and Google.
Top Reddit comment:
He's basically saying that he thinks that companies that are investing in their brands are going to outperform companies that are investing in technology. PS. He runs a brand management company...
Amazon: Shipping costs are killing them, people are going to start doing flexible shipping (something like Uber) which is much cheaper and faster. ... how is this bad for Amazon?? This seems like exactly what they want. It's like saying that FedEx will be the new Amazon.
Facebook: Instagram is great (but we said that 2 years ago, so I better not be wrong) and FB gets compared to Twitter and Google -- although G+ almost never gets mentioned despite this weird looking chart:
Google: "When people are on apps they're less inclined to search on Google" is said without any supporting data whatsoever. I didn't see any other relevant points.
Apple: Is a luxury brand - if anyone can find another luxury brand that has the same level of sales as Apple I'd be shocked. The rest of this was just a mismash of boring brand tropes.