The Four Horsemen: Amazon/Apple/Facebook & Google - Who Wins/Loses (Scott Galloway, L2 Inc.) | DLD15
Why Hacker News recommends it
Shared in 2015 threads as an insightful framework for strategic moves by the big tech companies.
What it is
Scott Galloway's DLD15 talk assessing the competitive positions of Amazon, Apple, Facebook and Google. He argues about where each is strong and weak, including Amazon's need for physical retail.
Recommended by 1 HN commenters across 1 different months, 2015 to 2020.
What Hacker News said
Recommends julianpye · 2015-02 · on “Amazon Is in Talks to Buy RadioShack Stores, Report Says”
Scott Galloway talked about this at last week's DLD. You can hear his points and arguments at 6:50 -very insightful video on why Amazon has reached a point where they must make a brick and mortar acquisition [this video]
Cites wsc981 · 2015-03 · on “Tag Heuer will make the first 'luxury' Android Wear watch”
I feel like this luxury Android watch will fail for several reasons: - the average Android device consumer has less money to spend compared to the average iOS device consumer. - full control of the device is not in the hands of a single company, which will likely result in bad compromises. - to me at least, Android is not something I associate with "luxury". Some of the above points are explained by Scott Galloway in this presentation: [this video]
Cites toomuchtodo · 2020-09 · on “Anatomy of a Bubble – Tesla and Bitcoin”
You shouldn't be using the X for comparison, but the Y (which is closer to $45k, $55k for the Performance version that puts you close to muscle car territory). EDIT: (HN Throttled, can't reply, replying here) I agree there is a premium, but I do not agree it's considerable considering a) people buy a payment and b) we're in a low interest rate environment where people can stretch for a luxury car like a Tesla due to low carrying costs of the auto debt. Why? [this video] (13:17-14:15 is the relevant time window)