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The Four Horsemen: Amazon/Apple/Facebook & Google - Who Wins/Loses (Scott Galloway, L2 Inc.) | DLD15

DLD Conference · 1.2M views · 2015-01-20 · 15:52

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Overview

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.

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Shared in 2015 threads as an insightful framework for strategic moves by the big tech companies.

Recommended by 1 HN people across 1 months · HN mentions 2015–2020

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What people said

julianpye · 2015-02 · Recommendation

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 [VIDEO]

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toomuchtodo · 2020-09 · Reference

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? [VIDEO] (13:17-14:15 is the relevant time window)

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wsc981 · 2015-03 · Reference

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: [VIDEO]

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Video by DLD Conference, played through YouTube.

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