Digital Winners and Losers: What Winning Brands Have In Common (video)

What Benjamin Button and Winning Brands Have In Common

(Editor's note: Please note language in video at 2:37 to the end may be offensive to some readers.)

Video above published on Feb 23, 2017 by L2inc.com:  NYU Stern Marketing Professor Scott Galloway on digital winners and losers:

Winner: Firms whose products become more valuable with use--SalesForce.com, Facebook.com, Amazon.com, Priceline.com, Redhat.com, TripAdvisor.com, Alphabet (Google.com),-- a trait shared by most of today's top-performing companies. In contrast, old-economy successes including Ford and Caterpillar produce items that decline in value.

Winner: Facebook Messenger. With a third of Americans on the platform, brands that haven't yet launched chat bots may be missing a major opportunity.

Loser: Twitter. Despite the engagement boost from Trump's controversial missives, the platform barely gained any monthly users in Q4 - prompting Twitter to start counting daily users instead.

Plus: does (Netflix) cheating count when the other person is asleep?

Unedited Transcript via YouTube.com:
0:00  a winner the Benjamin Button economy
0:04  that 13 companies in the S&P 500 beat
0:07  the S&P average five years running
0:10  showing that we are in fact in a
0:11  winner-take-all economy what is Benjamin
0:15  Button companies have in common they age
0:17  reverse their products become more
0:19  valuable with use every time you're on
0:22  Facebook the core platform becomes more
0:24  useful when you turn on ways it adds
0:26  additional utility to people's traffic
0:28  patterns yesterday's economic Titans for
0:31  Procter & Gamble caterpillar produce
0:34  products that decline in value
0:35  perishable with use the other group of
0:39  terms that are winning are the ones
0:40  caring for the ages specifically firms
0:42  that are cutting costs for old economy
0:44  firms we have two sets of winners
0:47  companies that age in reverse and those
0:50  that are caring for the ages a winner
0:52  facebook Messenger I don't nothing about
0:54  messenger if you have any insight into
0:56  the platform please message me on
0:58  another platform with one in three
1:00  Americans using facebook Messenger
1:02  one-in-three the platform represents a
1:05  major opportunity for brands eighty-one
1:07  percent of brands we track Adele to
1:08  allow customers to message the brand on
1:11  Facebook the most brands have not tapped
1:13  to the message was real potential just
1:15  2% are leveraging chat BOTS early
1:19  adopter sephora is using box so
1:21  customers can book in-store appointments
1:23  mcallen spots help users choose a
1:26  whiskey and bud light spot reminds users
1:28  when it's time for a beer during begin a
1:31  loser Twitter despite the engagement
1:33  boots from Trump's controversial missus
1:35  Twitter angel 2 million monthly users in
1:38  comparison facebook increased by 72
1:41  million what you do in the metrics don't
1:43  go your way
1:44  change the metric following snapchats
1:46  lead twitter now reports daily active
1:49  users and their fourth quarter earnings
1:51  call Twitter highlighted its daily
1:53  active user base increase of eleven
1:55  percent year-on-year while monthly users
1:57  only grew four percent
1:59  however unlike snapchat the firm has not
2:02  disclosed its total number of daily
2:04  users a continued winner netflix we
2:07  believe will be the fifth Horseman
2:09  almost half of couples who watch netflix
2:11  together have cheated on each other by
2:13  watching episode ahead of their partner
2:15  according to a new survey 25-percent of
2:18  cheating happens when one partner
2:20  faultlessly however half of respondents
2:22  they sleep cheating doesn't count i have
2:25  connected my uber app to my amazon alexa
2:27  to my network now and when it says play
2:30  next episode
2:31  I just need to run and automatically a
2:34  guy named hey-zeus takes a person next
2:37  to me and their sh*t away from me within
2:39  seven minutes or just thirteen dollars
2:41  and fifty eight steps
2:43  Who am I kidding i watch netflix alone i
2:47  do get lonely one of my most alone when
2:49  do I feel most alone when I'm around
2:52  other people who are total f*cking
2:54  idiots will get you now
2:59  [Music]

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The Next $300 Billion Company and Why NFL Football & Yahoo Are Losers

Scott Galloway: The Next $300 Billion Company:

What's the next $300 billion company? NYU Stern marketing professor Scott Galloway puts his money on Netflix, which aims to quintuple its revenue in the next four years.

See also on Domain Mondo: Netflix $NFLX Q3 2016 Earnings Boosted by Surge in International Growth

Galloway also make his calls on this week's Losers:

• Loser: the NFL. Audiences have fallen 11%, signaling that the football franchise is no longer immune to the death of television.
• Loser: Yahoo - yes, again. While the hack isn't their fault, failing to disclose it is.
• Loser: space travel, which seems like yet another head fake.

Video above published on Oct 20, 2016, by L2inc.com.

Transcipt auto-generated by YouTube.com:
0:02  So under the category of don't try this at home,
0:04 I own three stocks: Apple, Amazon and Nike -
0:08 and I'm about to purchase a fourth.
0:10 Here at L2 we've attempted to suss out the underpinnings of the Four Horsemen (Apple, Amazon, Facebook and Google).
0:16 They have great CEOs, visionary capital, they become an operating system for their respective categories, they're seen as good citizens,
0:22 they're a bike ride from a major engineering university, they have vertical distribution and several other factors.
0:28 We've applied those to other companies to try and identify who could be the Fifth Horseman,
0:33 or who could be worth $300 billion-plus.
0:36 Netflix.
0:37 By 2020, Netflix revenue is expected to quintuple to $11 billion with a subscriber base of 60 million in the US.
0:45 Netflix has a real shot at becoming the operating system for the joy and relaxation in our life.
0:50 It could be worth in my view $200-300 billion. I'm buying Netflix.
0:55 The NFL, which for the past decade has remained relatively immune to the death of television,
0:59 has finally fallen.
1:01 What a shocker. A bunch of rich old white dudes putting a bunch of young amazing athletes in uniforms and then telling them to crash into each other so they can have Parkinson's by the time they're 45.
1:11 Audiences for NFL games are down 11%.
1:14 We have seen the beginning of the end.
1:17 A loser - again? Yahoo. I don't think you can fault Yahoo for complying with the law and helping the government scan emails under court order.
1:25 What they can be blamed for is not disclosing what is turning out to be the largest hack in history
1:30 of 500 million email accounts - two years after it happened.
1:35 If they in fact withheld material information from an acquirer, Verizon has every right to demand a reduction in price -
1:41 and supposedly Verizon is. They've asked for a $1 billion discount.
1:44 Yahoo goes back into the marketplace, the private equity guys sharpen their pencils and offer at least $1 billion less. Verizon gets this.
1:52 Yahoo shareholders and the board decided to take their medicine and do a deal that is a fraction of the value this company commanded five to 10 years ago.
2:01 However, the CEO walks away with a quarter of a billion dollars.
2:05 Losers: billionaires engaged in the intergalactic pissing contest.
2:09 I wanted to say sword fighting with their dicks
2:10 but Katherine wouldn't let me.
2:12 Anyway, despite President Obama's recent plans to take innovation beyond the bounds of Earth's orbit,
2:17 we believe space travel is the next big head fake to join 3D printing and virtual reality.
2:23 In September, Mark Zuckerberg's $200 million Amos-6 satellite blew up on Earth.
2:28 Richard Branson and Jeff Bezos are betting big on space tourism with commercial space jets
2:33 and not to be outdone, Larry Page is stuck on microsatellites.
2:36 And the biggest little dick?
2:37 Elon Musk, who is trying to colonize Mars.
2:40 However, what these billionaires don't realize:
2:42 in space no one can hear you scream.
2:49 Subscribe now.
3:15 By the way, I am onto you, Elon. It's pretty obvious you are from Mars and trying to get us to pay for your trip back home.
3:23 Sorry. Not buying it.

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Winners: Snapchat; Amazon; Google | Losers: Costco; Sam's Club; Fashion

Scott Galloway: Innovation is a Snap:

NYU Stern Marketing Professor Scott Galloway presents this week's "biggest winners and losers in digital"--

Winner: Snapchat. No longer just an app, the company aims to reinvent the camera with Spectacles, its new hardware product. Domains: snap.com, snapchat.com, spectacles.com

Loser: Warehouse clubs like Costco and Sam's Club, which are rapidly losing share to Amazon Prime. Domains: costco.com, samsclub.com, amazon.com

Loser: Fashion insiders. As brands adopt the see now, buy now format and post on Instagram and Snapchat, fashion executives need to keep pace with the changing times.

Winner: Google, which recently celebrated its 18th birthday. Domain: google.com

Video above published Oct 13, 2016, by L2inc.com.

Auto-generated transcript via YouTube.com:
0:00 a winner snap chatters they like to be
0:04 called snap inc no longer just a nap
0:07 the firm is releasing a hardware product
0:09 called spectacles spectacles lets users
0:12 snap with the push of a button
0:14 chief strategy officer in Ron contoured
0:16 advertiser's last week that snap bank is
0:19 not a social media company but a camera
0:21 company he believes the reinventing the
0:23 camera is snaps greatest opportunity
0:26 with a price tag ten percent that of the
0:29 predecessor google glass it's easy to
0:31 see that snap-in gets its users the last
0:34 24 months have been a constant march of
0:36 innovation from the good people at
0:38 snapping concluding geo filters discover
0:41 lenses chat and memories losers
0:45 warehouse clubs in the past four years
0:46 the share of us households only paying
0:49 for a costco membership decline from 15
0:52 to ten percent remember subscribing only
0:54 to sam's club plunge from 17 to ten
0:57 percent at the same time the percentage
0:59 of amazon prime only subscribers has
1:01 more than doubled from seven to sixteen
1:03 percent what a shocker is Amazon
1:06 creating havoc with these guys prime is
1:07 also benefiting from a new trend of
1:10 households joining multiple retail clubs
1:12 forty-four percent of u.s. households
1:13 are amazon prime members think about
1:15 that if cord-cutting continues in five
1:18 to eight years they'll be more
1:19 households in america with a membership
1:21 to amazon prime then have cable
1:23 television a loser fashion insiders
1:26 after Milan Fashion Week vogue editors
1:28 called fashion influencers and bloggers
1:30 pathetic and said they were heralding
1:33 the death of style neiman marcus blame
1:35 bloggers for the past year falling sales
1:37 but who's the real loser here
1:39 fashion retail executive stuck in the
1:41 past who aren't angry at bloggers but
1:44 angry themselves in the world because
1:45 bottom line they're becoming less
1:47 relevant who's into fashion
1:49 Jack Dorsey Marissa Mayer who's not mark
1:52 zuckerberg you do the math a hundred
1:54 percent of brands showing at Fashion Week
1:56 had an Instagram account and seventy
1:59 percent were on snapchat a fifth of
2:00 brands and integrated the new director
2:02 consumer seen out by now
2:04 runway format the devil used to wear
2:07 Prada what does she wear now no one
2:09 gives a shit a winner google in
2:12 September 27 this
2:13 search engine turned 18 so Google
2:16 congratulations you can drive you can
2:18 buy a bullet bike you can serve your
2:20 country join the army
2:22 you can buy a gun but you can't drink
2:23  that makes sense with a market cap of
2:25 541 billion google is second only to
2:28 apple and value the google doodle was
2:31 launched in august of $YEAR 98 a month
2:33 prior to the company's incorporation the
2:35 first doodle inserted the Burning Man
2:37 symbol behind the OS a subtle out of the
2:40 office message is the two founders
2:42 headed to the festival the most popular
2:45 doodle the playable guitar published in
2:47 june 2011 and 48 hours 5.1 million years
2:52 of music was created we leave you with
2:54 some of our favorite Google Doodles
2:56 we'll see you next week
3:15 ok
4:01 proud to announce l2 glass
4:18 subscribe now
4:20 I said what's your problem


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Jet.com Deal: A $3 Billion Acquihire Botox Shot For Walmart? (videos)

Is Walmart's Jet.com Deal for $3B a 'Desperate Move'?

Wal-Mart Stores Inc. agreed to buy e-commerce startup Jet.com Inc. for about $3 billion in cash, giving the world’s largest retailer the resources for a stronger shopping website to compete with Amazon.com Inc., the online market leader. Bloomberg's Jeffrey McCracken reports on "Bloomberg ‹GO›" August 8, 2016.

"If Jet.com was called Yellow.Online instead, do you think it would have sold to Walmart for $3 Billion?"--Andrew Rosener via DomainInvesting.com.

Jet.com: The $3B Hair Plugs - WARNING: Professor Galloway uses profanity

Who are the winners and losers in Walmart's (walmart.com) acquisition of Jet.com? Published August 9, 2016, by L2inc.com. Scott Galloway is a NYU Stern Marketing Professor. 

Transcript via YouTube:
0:00  yeah
0:01  most powerful instinct of survival in a close second is propagation will mate
0:09  with younger women because the more fertile we want to mate with young women
0:12  because they're more fertile and women want to mate with men who appear to be
0:16  the strongest such as their kids their offspring have a greater chance of
0:20  survival so guys like me will spend a lot of money on glasses and a ridiculous
0:25  amount of money on a shirt with a collar such a 51-year old professor can look 50
0:29  and seven-eighths again what we had yesterday was the ultimate three billion
0:34  dollar Botox shot in the form of walmart acquiring jetdotcom three billion
0:41  dollars this was always about a sale this company never made any sense is a
0:45  distinct standalone company it started as a membership model and pivot is that
0:49  was not working and then began spending 25 million dollars a month on
0:53  advertising when you're a startup and you start spending tens of millions of
0:57  dollars a month on branding that is latin for this company makes no f__ing
1:02  sense and this one never did as a standalone entity the firm has dynamic
1:06  pricing which is a technology asset that claims to score millions of algorithms
1:12  in order to optimize warehousing and shipping to maximize margins there are
1:17  some big winners and losers here the first big winner is obviously jetdotcom's
1:22  investors and mr. lure investors were likely noxious every time they left the
1:26  board meeting seeing the amount of money this firm was burning through jet com
1:30  was the 50 cent of e-commerce get rich or die trying' one was bound to happen
1:35  soon however walmart blinked first and executed what will go down is the most
1:40  expensive aqui-hire in history
1:43  it's not about the revenues walmart doesn't care much about the $MONEY
1:46  billion dollars in incremental e-commerce revenue to add to their 15
1:50  billion it's about mr. Lore and his team Mr. Lawrence a big winner adds to his
1:55  pocket reportedly 750 million dollars and will now have deeper pockets to
2:00  plant traffic with some big losers as well specifically walmart ecommerce team
2:05  walmart management said effectively as my dad did to his third wife IE my mom
2:10  I've outgrown you and
2:12  moving in with a much younger flight attendant I met on the pan am flight to
2:15  Puerto Vallarta she makes me feel young again
2:18  dust off your resumes walmart ecommerce employees this is walmart saying no it's
2:23  not about me it's about you
2:25  this is yet another blow to the advertising industrial complex will miss
2:28  the 25 million dollars plus jet com was spewing into the echo system trying to
2:33  build a brand I think walmart marketing people are much more discipline at this
2:37  also a huge win probably the biggest win for jet com's banker who did a masterful
2:43  job convincing walmart management there was another potential buyer here there
2:47  wasn't there has always been just one and only one exit or buyer only two
2:53  firms have the balance sheet to pull this off the other being amazon and the
2:57  Seattle firm was likely sick of giving mr. Lore money to hang out for three
3:01  years and then go compete with them so Walmart gets wrinkles to disappear from
3:06  their analog forehead for about six months and jet dot com founders and
3:10  investors get a huge return consumers will also benefit as Walmart will pursue
3:15  youth at the expense of their shareholders who could reasonably ask
3:19  okay but three billion dollars for a Corvette and hair transplant
3:25  really
3:29  yeah

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Dating Apps, Winners, Losers, Traditional Advertising No Longer Works

Goliaths vs. Innovators

Video above: Scott Galloway, NYU Stern Marketing Professor. Video published July 28, 2016, by L2inc.com.

• Loser: Established CPG [ConsumerPackaged Goods] companies. Brands like L'Oréal Paris and Gillette are rapidly losing share to smaller, more agile rivals skilled at maximizing search visibility.
• Loser: Specialty Retail brands who email too much. Retailers sent 15% more emails in Q1 2016 than during the holiday season, but the resulting open rates proved that sometimes less is more.
• Winner or loser? Parents now spend less on food, transportation, and clothing than they did fifty years ago. However, childcare and education costs have soared.
• Who's winning in dating apps? Match Group, which owns 64% of the app ecosystem, including OKCupid and Tinder. 

Transcript:

A loser: established CPG [consumer-packaged goods] brands. 90 of the 100 largest CPG brands in the US lost share in the past year and two-thirds registered sales declines. The reason? Traditional advertising no longer works. Who's winning? Smaller brands with agile product innovation that digital - specifically search - rewards.

Two examples: NYX, who outperforms L'Oréal Paris 3 times in organic search visibility despite only bidding on 129 terms, versus 60,000 terms for L'Oréal Paris or Harry's, who in 5 short months jumped from number 9 in organic search visibility to number 3 as Gillette fell to second and Amazon secured the top spot.

So what's going on here? In sum, the diligence vehicles of Amazon reviews and Google search make it easier to connect you and the right product without having to default to the safety of a brand.

A loser: Specialty Retail brands who email too much. If your inbox feels overwhelmed, that's because it is. Retailers sent 15% more emails in Q1 2016 than during the overwhelming holiday season. But more isn't always better. With each additional email campaign, open rates declined by 15 basis points. Asking consumers explicitly and implicitly for additional information - such as you can customize the content and the email - is a winning strategy.

Everyone knows raising a child is expensive, but the complexion of that cost has changed dramatically in the past 50 years. I've told both my sons they need to start pulling their weight. Lorde wrote a Grammy-nominated song when she was 13. My kid at nine still lets the bath overflow - even when he's in it. Parents are spending less on food, transportation, and clothing but childcare and education costs have surged, accounting for a fifth of parental expenses - a big change from 1960, when they were just 2%.

The most affordable place in the US to raise a child? Morristown, Tennessee, where a family of 4 can meet their basic needs on $50,000 a year. That's half the required income necessary to raise a family in New York or Washington, DC.

Dating apps: winners or losers? By the way, my nickname around here is Swipe Left. It depends which one you're on and what you're looking for. Let''s look at some of the data.

• Tinder is the most popular and Happn has the most daily engagement.
• Christian Mingle has the highest proportion of women.
• Grindr has the lowest churn rate and eHarmony has the highest.

But who really wins? Match Group, which owns 64% of the dating app ecosystem.

I can save you some money. This is literally a fail-safe way to approach women. You walk up. Scott. Scorpio. Never fails.


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Amazon, Apple, Facebook, Google, Winners, Losers (video)

DLD15 - The Four Horsemen: Amazon/Apple/Facebook & Google--Who Wins/Loses - 

Passionate trademark analyst Scott Galloway on The Four Horsemen: Amazon, Apple, Facebook, Google. (Published on Jan 20, 2015)

Hat tip: Lefsetz Letter: "... in tech you admit your mistake and pivot. And I could poke holes in a number of Galloway’s theses, but his presentation is so stimulating... tech is where the action is...."

Domain Mondo says: "In tech you either admit your mistake and pivot OR you die."

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New gTLDs, Winners, Losers, Rod Beckstrom, Kurt Pritz, ICANN (video)

Rod Beckstrom: Consumers will choose the "winners" and the "losers"

Blast from the past (published on Aug 18, 2012): Rod Beckstrom, CEO and President of ICANN, and Kurt Pritz, Senior Vice President of ICANN, discuss establishing a broad array of new generic top-level domains.

ICANN Floods the Market -- That's a competitive marketplace! And of course, we now know ICANN compromised Internet stability and security with the new gTLDs.

Hell of a way to run the global Internet DNS!

But remember, for ICANN, the new gTLDs (new generic Top-Level Domains) were never about what is in the public interest, instead, it's all about the money!

And the sad thing is, it didn't have to be this way--

"INTA favors the alternative single, shared registry model, propounded under the gTLD Memorandum of Understanding (MoU), with the registry operating on a cost-recovery basis and with competition between registrars. Under this model, the new corporation [ICANN] would be empowered to manage the gTLD name-space as a public resource, would be able to take its decisions in the wider public interest and would not be involved in the dubious practice of granting proprietary monopolies to commercial enterprises to control individual gTLDs. The single registry model is also much preferred for dealing with disputes. Instead of having to deal with different dispute policies in different jurisdictions, businesses and challenged domain name holders would have a single consistent policy and jurisdiction would be clearly determined." (emphasis added) Source: INTA Response to the U.S. Government Paper ["Green Paper"] on the Improvement of Technical Management of Internet Names and Addresses (pdf) (1998)

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New gTLD Domains, 2014 #FAIL, Hucksters and Losers

Hope you didn't buy into any of the BS of ICANN and the new gTLD hucksters in 2014, and Domain Mondo certainly hopes you were not an investor in a new gTLD Registry--it was one of the worst investments you could have made in an otherwise up-market year--here's an example:

"Antony Van Couvering was appointed CEO of Minds + Machines Group (L:MMX) five years ago in 2009. In the last 1 year the average annualized return to shareholders was -45.4%. The present value of GBP1,000 (PV1000) invested 1 year ago is now GBP546, a loss of GBP454." (Source: www.BuySellSignals.com)

Moral of the story: "Buy into the new gTLDs (new generic Top-Level Domains)--and lose your money!"

But of course, Domain Mondo warned you all about this.

Caveat Emptor into 2015!

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New TLDs, Whimpers, Losers

So much for the "doom talk" about Dot Com domain names - the new TLDs look like LOSERS out of the gate -- Thank you ICANN! Hope you made a lot of money off the dumb, gullible, and greedy who bought your BS!

Read more at the link: New TLDs come out with a whimper | Domain Name Wire

Read closely the two comments at the link above made by none other than the Domain King, Rick Schwartz!

--John Poole, Domain Mondo, January 10, 2013

P.S. No, I won't be at NamesCon -- I have already heard enough about the new great ICANN Con, er, new gTLDs. If you are going, enjoy! (And congrats to Richard Lau et al for pulling it all together in such a short time frame!)

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