Digital Winner Microsoft $MSFT, Digital Loser Facebook $FB? (video)

2018's Most Spineless Board

L2inc.com video above published Nov 29, 2018--Scott Galloway's digital winners and losers--it's time for Facebook's Board of Directors to stand on their feet.

$MSFT

$FB

$AAPL

$AMZN

Auto-generated transcript:

00:00  A Winner: Microsoft earlier this week
00:04  Microsoft dethroned Apple even if just
00:07  for a minute as the most valuable firm
00:10  in the US boasting a market
00:11  capitalization north of 800 billion
00:15  dollars to be fair it's not that
00:16  Microsoft passed Apple but that Apple
00:19  fell below Microsoft shedding a quarter
00:21  of a trillion dollars in value as
00:23  analysts wonder if we've reached peak
00:25  iPhone what explains Microsoft success
00:28  or more specifically their staying power
00:31  two things first
00:32  diversity Microsoft maintains a diverse
00:35  revenue stream from software hardware
00:36  and cloud services meanwhile Alphabet
00:40  and Facebook are mostly ad dependent
00:42  Apple is a hardware firm and Amazon
00:44  relies mostly on product sales to
00:47  recurring revenue successful
00:49  organizations have convinced customers
00:51  to enter into a monogamous relationship
00:53  via recurring revenue streams think
00:57  Netflix Spotify and Amazon run what
01:00  Amazon Prime has done with the consumer
01:02  market Microsoft has done with the
01:04  business market visa vie their office
01:06  offering it's much easier to plan a
01:08  business against recurring revenue and
01:10  the market loves it a Loser the Facebook
01:14  Board of Directors our 2018 award for
01:17  most spineless and damaging Board of
01:19  Directors what is the role of a Board of
01:21  Directors care and duty specifically
01:24  serve as fiduciaries for stake holders
01:26  that includes teens that includes the
01:29  Commonwealth and of course shareholders
01:31  who have seen the value of their shares
01:33  shed a third of their value because of
01:36  irresponsible reckless negligent
01:39  behavior on the part of the CEO and the
01:42  CEO oh so at the end of the day what is
01:44  a board supposed to do they decide if
01:46  and when the company gets sold and to
01:48  hire and fire the CEO what has the board
01:51  done here nothing what should they do
01:54  first they should fire Sheryl Sandberg
01:57  the problem with a two-class shareholder
01:59  structure and the reason the SEC should
02:02  revisit the concept of banning all to
02:05  class companies or perhaps making it
02:08  such that when a company punched through
02:10  a hundred billion in market cap it
02:11  reverts to one class of stock
02:13  it has a ripple effect of unintended
02:16  consequences in the unintended
02:17  consequence here is that their COO that
02:20  should have been fired a year ago is
02:22  still here because quite frankly the
02:24  board does not want to be the board that
02:26  fires the woman in a sea of men in big
02:29  tech and that's a legitimate excuse
02:31  however she has made a billion dollars
02:35  and she will move on and do just fine
02:37  every day executives are fired for a
02:39  fraction of the infractions of Miss
02:42  Sandberg and the Zuck at the end of the
02:45  day the person ultimately responsible
02:47  for all of this reckless behavior that
02:49  this company is Mark Zuckerberg and he
02:52  should be removed from the CEO role he
02:55  should likely maintain his chairmanship
02:56  his DNA and programming genius is key to
03:00  retention of the value of this firm he
03:02  deserves to stick around he owned 16% of
03:05  the company however he can be fired and
03:08  this is how he could fight back he
03:11  controls 60% of the voting shares so if
03:13  he is removed from the CEO role it is
03:15  technically feasible that the next day
03:17  he removes the entire board what would
03:20  actually happen play this out the day
03:23  after he is removed from the CEO role he
03:26  fires his entire board that would be
03:29  utter chaos a five-car alarm alerting
03:33  legislators shareholder rights lawsuits
03:36  and governments globally we have to ask
03:38  would in fact the Zuck burn his castle to
03:42  save it the board should not be asking
03:44  this the board should be asking what is
03:47  the right thing to do as Emiliano Zapata
03:49  famously said it is better to die on
03:52  your feet than to live on your knees it
03:54  is time for the Board of Directors at
03:56  Facebook to stand on their feet ....

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DISCLAIMER

Could Amazon $AMZN Be The Demise of Apple $AAPL? (video)

Could Amazon be the demise of Apple?

L2inc.com video published Nov 15, 2018. Scott Galloway poses the above question.

L2inc analysis:

See also: Amazon strikes deal with Apple to sell new iPhones and iPads | TheVerge.com

Editor's note: Only Apple or Apple-authorized resellers will be allowed to sell Apple and Beats devices through Amazon, and any other companies that are currently selling Apple products on Amazon will see their listings taken down starting on January 4th, 2019, after which they will need to apply to Apple to become official resellers before being allowed to sell them again on Amazon.

Transcript (unedited, auto-generated):
00:01 Clash of the Titans what happens when an
00:05 unstoppable force a mossad up against an
00:08 immovable apple not fire not brimstone
00:11 but a big deal check that a big deal on
00:16 Sunday news broke that Amazon and Apple
00:18 had signed a deal to expand the products
00:20 Apple sells on the e-commerce platform
00:22 Apple has largely been absent from
00:24 Amazon with the exception of Apple TV
00:27 products while Amazon's typical strategy
00:29 is to partner with a brand copy their
00:31 product and sell the brand for a lower
00:33 price and then outsource the part of the
00:36 ecosystem
00:36 Amazon's attempts to enter the
00:38 smartphone arena have failed anyone
00:41 remember the fire what does Amazon's
00:43 master plan with this deal simple
00:45 everyone buys everything on Amazon
00:47 luxury has been a long-term holdout from
00:50 the platform but the ultimate luxury
00:52 brand is now distributing officially on
00:55 Amazon that luxury brand is Apple prior
00:57 to this week's deal searching for Apple
00:59 on Amazon led mostly to refurbish phones
01:02 and accessories from third-party sellers
01:04 that is junk which extended the
01:07 replacement cycle for Apple which they
01:09 do not like the leap from selling $10
01:11 cases $2,000 smart phones means big
01:14 bucks and margin for Amazon and Apple
01:18 what does Apple get here one control
01:20 this gives Apple a means to control
01:21 content and pricing on its secondary
01:23 market a strategy Nike tried to
01:26 implement but was largely unsuccessful
01:28 we'll see if Apple has the power that
01:30 Nike didn't in addition Santa is coming
01:33 the timing of this deal sets Apple up
01:35 well for the 2018 holiday season and
01:38 Apple can now be included in Amazon's
01:40 massive global holiday marketing efforts
01:43 Apple also has to feed the beast of
01:45 growth iPhone sales have been slowing
01:47 over the years everyone who's going to
01:48 buy the thousand dollar iPhone X most
01:51 likely already did they have bought into
01:53 the religion and camped out at Apple
01:55 stores or pre-ordered them online the
01:57 strategy here is a simple one maintain
01:59 the temples to the brand the Apple
02:00 stores for the fresh off the runway
02:02 looks
02:02 for example the iPhone X align and also
02:05 open an outlet store for the less
02:08 aspirational products going into less
02:10 aspirational distribution is a bad eye
02:13 this is a company [Apple] that's so hungry for
02:15 growth to keep feeding the beast they
02:17 have decided to make a brand denigrating
02:20 move and are going into less
02:21 aspirational distribution which will
02:23 come back to haunt them
02:25 this is another symbol that Apple has
02:27  jumped the shark ....
 [Music] "Whip It" by Devo

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DISCLAIMER

Amazon & UK Tech Tax Are Winners says 'Incendiary' Scott Galloway

Should Prof G Tone it Down?

L2inc video above published on Nov 1, 2018, on Scott Galloway's Digital Winners & Losers.  Winners: 1. Amazon private label furniture brands Ravenna, Rivet, Stone & Beam; 2. United Kingdom (government) for 2% tax on tech giants' top-line revenue.

55 Percent of Online Shoppers Start their Product Searches on Amazon--Recode.net, Sep 2016.

After attracting comment trolls following an appearance on Fox Business, Scott Galloway worries that he’s crossed the line between provocative and incendiary. Below is the video of Galloway on Fox Business via YouTube--Provocative or Incendiary?

Scott Galloway on Fox Business:

Fox Business video above published Oct 25, 2018: NYU Stern Professor Scott Galloway on concerns over the impact of Facebook and its management team.

Galloway says in the video:

Sheryl Sandberg is "one of the most dangerous, damaging executives in the history of business." 

“You’ve heard the term lipstick on a pig. Mark Zuckerberg and Sheryl Sandberg are lipstick on cancer.”

“If these individuals [Zuckerberg and Sandberg] weren't so likable they would have been out a long time ago and District Attorneys would be talking about bringing charges of criminal negligence. This management team will go down in history as one of the most dangerous and damaging management teams in the United States.”

 Provocative or Incendiary? 

Galloway speaks highly of Facebook and its management in this Oct 2015 video below @4:32:

Oct 19, 2015: Scott Galloway of NYU Stern School of Business talks with Betty Liu about why Yahoo should be sold, the e-commerce strength of Amazon, and the juggernaut that is Facebook. He appeared on "Bloomberg Markets."

Transcript of first video above:
00:00  a loser Furniture brands as Amazon has
00:05  launched a new private label brand its
00:07  third this week Ravenna home the day of
00:10  the announcement e-commerce home goods
00:12  company Wayfair saw its stock shed six
00:15  percent of its value wait there's more
00:17  pain to come Amazon launched two
00:19  furniture brands last year Rivet and
00:21  Stone & Beam all three feature the
00:23  Amazon Prime badge meaning free shipping
00:26  and free returns I'm launching my own
00:29  furniture brand called cialis home
00:31  living the more you use it the older it
00:33  gets the harder it feels okay so it's
00:38  the beginning of the end for Wayfair
00:39  perhaps with more than half of consumer
00:42  searches for products starting on Amazon
00:43  and global online furniture sales expected
00:46  to grow at an average rate of 12
00:48  percent over the next four years this
00:50  might be another great move for Amazon
00:53  who sits on top of every piece of data
00:55  outsources the crappy parts of the
00:58  e-commerce echo system and then moves in
01:00  on the white meat of e-commerce the high
01:02  margin high-volume sector a winner the
01:06  United Kingdom whose government unveiled
01:07  plans this week to introduce a two
01:09  percent tax on top-line revenue
01:11  registered by big tech estimates place
01:14  the potential gains from the tax at four
01:17  hundred million pounds or about five
01:19  hundred and ten million u.s. dollars is
01:21  this enough the average corporate tax
01:23  rate in the United Kingdom is 19% close
01:26  to the recently reduced US federal
01:28  corporate income tax rate of 21%
01:30  however in 2017 amazon reported paying
01:33  two point three percent in tax to the
01:35  british government while in america the
01:37  seattle giant paid effectively zero
01:39  federal tax in 2017 what happens when
01:43  the most successful companies in the
01:46  world pay less than their fair share of
01:48  taxes simple everyone else pays more the
01:51  UK tax is a step in the right direction
01:53  but a small dent compared to their
01:55  impact on the economy and wages over the
01:58  years this is simple complexity or a
02:00  complex tax code favors the wealthy
02:03  favors the organizations with large
02:06  sg&a budgets and the UK has said ok big
02:09  tech your tax lawyers are smarter than
02:11  our tax authorities and begin taxing them
02:13  on the top line. A loser the United
02:16  States -- pipe bombs people being murdered
02:18  in their place of worship it feels that
02:20  we are the Frog that wakes up and
02:22  realizes it's in boiling water what is
02:25  each of our roles and what has become an
02:28  incredibly coarse dialogue in our nation
02:31  I go on CNBC CNN and Bloomberg and all
02:34  the other business television shows and
02:35  now go on Fox as I wanted to get out of
02:38  my bubble
02:38  however most recently I was on with
02:40  Stuart Varney of Varney & Co I think
02:42  Stuart is a fantastic host and in
02:45  general like the people a lot at Fox
02:46  what was disturbing was my segment was
02:50  then posted on YouTube and the people
02:52  here did an analysis of the top comments
02:55  so some of those results and they are
02:57  very very disturbing approximately half
03:00  of the results had some sort of
03:02  misogynistic or anti-semitic tone we
03:05  analyzed these top segments and found
03:07  that some of the comments were
03:08  especially vile concerning Ms. Sandberg
03:11  have I crossed the line from being
03:13  provocative to incendiary is the
03:16  question that I'm asking myself while
03:18  these comments don't seem to happen on
03:20  CNBC or CNN am I going into a room
03:23  knee-deep in gasoline and passing out
03:26  lighters to arsonists or is it just that
03:29  bad actors have decided to weaponize Fox
03:32  or put greater efforts into weaponizing
03:33  Fox versus the other networks I don't
03:36  know but it's an honest question I have
03:38  decided that I am going to tone it down
03:41  that this is the new me and I'm going to
03:44  be a little less incendiary
03:47  [Music]

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DISCLAIMER

Digital Winners & Losers: Instagram, Amazon, Nike, Sears (video)

The Amazon of 1886

L2inc.com video above published Oct 18, 2018: Professor Galloway's on his week's Digital Winners & Losers: Facebook's Instagram, and the company that taught us how to shop just got killed by the company that taught us how to shop online, and more. 

Some say Instagram shamelessly copied Snapchat’s popular Stories feature, nevertheless, Instagram’s simple design appears to be more appealing to users than Snapchat’s sometimes confusing user interface. Facebook acquired Instagram for $1 billion in 2012, and Instagram recently passed the 1 billion monthly active users mark:

source: statista.com

Sources:

(00:12) Source: Gartner L2 Analysis of CNN, TechCrunch, and Snap Data. 

(00:21) Source: “Facebook Will Soon Rely On Instagram For The Majority Of Its Ad Revenue Growth,” Recode, October 2018. 

(00:48) Source: “Amazon Raises Minimum Wage to $15 For All US Employees,” CNBC, October 2018. 

(01:24) Source: World Inequality Database. 

(01:24) Source: Mother Jones, 2016. 

(02:00) Source: “Sears Reshaped America, From Kenmore to Allstate,” Wall Street Journal, October 2018.

(02:05) Source: “The Rise and Fall of Sears,” Smithsonian Magazine, July 2017. https://bit.ly/2q0NOCo 

(02:34) Source: Macrotrends. 

(02:42) Source: “Amazon Takes a Page From Toys ‘R’ Us With a Holiday Catalog,” Bloomberg, July 2018.

(03:14) Source: “With Justin Gallegos Nike Brings Inspiring Dimension To ‘Just Do It’,” Forbes, October 2018.

(03:29) Source: “Justin Gallegos” video.r 2018.

Song: Everybody Wants To Rule The World by Tears For Fears

Transcript (unedited auto-generated):
00:00  a win our Instagram as Facebook
00:04  continues to take gut punches over
00:06  privacy breaches and its aging audience
00:08  the visual platform Instagram remains
00:10  unscathed
00:12  after neutering snapchat and making off
00:14  with its young Instagram is becoming
00:15  Facebook's rising star actually it's
00:18  pretty much already risen and projects
00:20  nine billion dollars in revenue for
00:22  Facebook this year
00:23  flashback Facebook bought in stuff for
00:25  just 1 billion dollars in 2012 and still
00:28  remains probably the best acquisition in
00:30  the history of tech Instagram is now
00:32  responsible for 1/5 of Facebook's
00:35  overall ad revenue and 38% of new ad
00:39  revenue by the end of 2020 Instagram is
00:42  expected to bring home 2/3 of Facebook's
00:45  new ad revenue a winner Amazon and let's
00:49  hope the middle class Amazon has raised
00:51  minimum wage to $15 for all US employees
00:54  and while some employees are complaining
00:57  that without stock awards and certain
00:59  bonuses they're actually making less
01:01  give credit where it's due
01:03  on the whole this is an impressive and a
01:06  smart move as everyone rushes to invest
01:08  in artificial intelligence the real
01:10  gangster move in retail is to invest in
01:13  organic intelligence a hopeful moment
01:16  for the economy and the middle class
01:17  that is largely missed out on the
01:19  incredible productivity gains over the
01:22  last 30 years middle class wages flat
01:24  despite trillions of dollars an
01:26  additional value created almost all of
01:28  it going to the top one or maybe top 10%
01:31  this is not only the right thing to do
01:33  but the smart thing to do is Amazon's
01:34  core asset is access to infinitely cheap
01:37  capital and this forces every other
01:39  competitor to go underwater with a
01:42  smaller tank of oxygen that is access to
01:44  capital and pay their employees the same
01:47  amount but as the labor markets tighten
01:49  this wraps up a key asset their labor
01:52  force and forces everyone else to follow
01:54  rest in peace sears tears for sears our
01:58  worst sears realize anyways iconic
02:00  former largest retailer in america has
02:03  filed for bankruptcy this week Sears
02:05  began as a mail order watch catalog in
02:08  1886 and GU to sell everything from
02:10  bicycles to sewing machine shipping
02:13  catalogs
02:14  nearly every home in the United States
02:16  at the turn of the century Sears taught
02:18  Americans how to shop similar to the way
02:20  Amazon has taught people how to shop
02:21  online millions learned about mail-order
02:23  shipping and return policies through
02:25  their Sears experience the company
02:27  emphasized customer satisfaction above
02:30  all else sound familiar
02:31  since its peak in 2007 Sears has shed 30
02:34  billion dollars in shareholder value and
02:37  200,000 jobs just as Amazon killed
02:39  Borders then opened its own bookstores
02:42  Amazon killed Toys R Us and Sears and is
02:45  mailing out a holiday catalog this
02:47  Christmas I will miss yours as a young
02:49  adult I used to go into the retailer
02:51  find a sales associate and in an
02:53  official sounding voice mutter code for
02:57  and housewares and just see what
02:59  happened and we leave you with a video
03:03  from the brand that probably has the
03:04  most wind at its back right now Nike
03:07  after their genius move endorsing Colin
03:08  Kaepernick helping drive sales and
03:10  increase their stock price Nike is back
03:13  at it they've endorsed 20 year old
03:15  runner Justin Gallegos their first
03:17  professional athlete with cerebral palsy
03:19  so let me preamp some of the comments
03:22  that will claim that this isn't an
03:23  authentic move because it's about
03:24  commercialism and making money the basis
03:27  of capitalism is the notion that as we
03:29  are pursuing economic security for us
03:31  and our families the good things happen
03:34  and this is a very good thing ....

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DISCLAIMER

HBO vs Netflix, LVMH vs Amazon, iOS vs Android (video)

HBO vs Netflix

L2inc.com video above published Sep 13, 2018: HBO execs have proposed moving to a Netflix strategy. This is a terrible mistake says Scott Galloway.

Editor's note: Boutique vs Big:

• HBO vs Netflix
• LVMH vs Amazon
• Mercedes vs Toyota
• Emirates vs Southwest Airlines
• iOS vs Android

Transcript (auto-generated):
00:01 from the age of 25 to 40 i lost the
00:05 capacity to cry not once not when people
00:08 close to me passed away not when things
00:10 move me just couldn't do it for some
00:12 reason as a matter of fact the only time
00:14 I ever really felt anything I mean
00:17 really felt something between the ages
00:19 of 25 and 40 was when I was under the
00:21 influence of media specifically
00:25 television a hundred years from now TV
00:27 will be recognized as the defining art
00:29 form of our age when Michael realizes is
00:32 on the bus that killed his father Claire
00:35 reviewing her life as she is about to
00:38 pass anything with Hank from the Larry
00:40 Sanders show I will be your champion
00:43 Game of Thrones the original gangster
00:46 Sopranos a mob soldier perusing photos
00:50 of him and his family at the shore
00:51 before he hangs himself what do most of
00:53 these shows have in common three things
00:56 one h-2b and 300 HBO changed the
01:03 television landscape full stop yes they
01:05 should have seen Netflix coming but
01:07 Netflix similar to Amazon and other
01:09 unicorns was able to execute on a
01:11 strategy that HBO's parent company Time
01:13 Warner could not specifically cheap
01:16 capital without pressure for
01:18 profitability Jon stanky the new head of
01:21 Warner entertainment and by the way a
01:22 Bruin grad can't be all bad recently
01:25 addressed his troops at HBO and
01:27 described a future in which HBO would
01:29 increase its subscriber base and their
01:32 viewing hours to pull it off according
01:34 to mr. stanky HBO would have to come up
01:36 with more content and transform from a
01:39 boutique operation to something bigger
01:41 and broader in short become more Netflix
01:44 ish this was a big mistake and will kill
01:47 what is unique and special about HBO to
01:50 move HBO to an Netflix like strategy is
01:53 to walk into the MU say - or say and
01:55 announce we need to scale this makes no
01:58 sense the most efficient way to process
02:00 information binary zeros and ones and
02:02 the entire consumer sector is
02:04 bifurcating there's Amazon at zero
02:06 there's Gucci at one LVMH is at lunch
02:09 hmm is at zero in the mass category
02:12 Mercedes Toyota
02:13 blue and Southwest Airlines and then
02:15 Emirates and Qatar at the top they
02:18 survive and prosper while Delta American
02:21 United and Sears or anyone else in the
02:23 middle gets run over
02:25 we're also bifurcating as a society
02:27 we're turning into a country of three
02:28 hundred and fifty million serfs serving
02:31 three million Lords iPhones only command
02:33 18% of the market but garner 87 percent
02:38 of the profits HBO is iOS garnering not
02:41 only awards but billions in EBIT - every
02:43 year despite spending less on original
02:46 content mr. stanky is taking unnecessary
02:48 even reckless risks with a unique
02:50 process and culture and is in danger of
02:52 killing what is really special about HBO
02:55 HBO and Disney are the only firms over
02:57 the last several decades that have
02:59 managed to create a process and a
03:01 culture for pulling off the impossible
03:03 scaling creativity they attract or
03:06 maintain the not so secret sauce and
03:08 media a list talent HBO should be the
03:11 prize for switching from Verizon to AT&T;
03:13 where the handset messaging and apps can
03:16 molest people's data and pitch marketers
03:18 on there we're number three strategy to
03:21 summarize its Amazon and LVMH southwest
03:24 and Emirates iOS and Android Chipotle
03:28 and Chipotle that's right we're due for
03:32 some near Mexican fare the Big Dawg
03:34 would like to hang out and here's my
03:36 invitation of Romelu Lukaku the english
03:39 striker from Belgium he and I would just
03:42 get along we're in the line he gets a
03:44 burrito bowl I go pulled pork and boom
03:47 they say to him guacamole or cheese on
03:50 your burrito bowl mr. Lukaku and I step
03:52 and I say yes because that's how me and
03:57 Lulu that's what I call him cuz we roll
04:00 that way he calls me Scott this could
04:04 happen we'll see you next week
04:07 [Music]

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DISCLAIMER

Micro Class on Laddering and Apple's Strategy on Privacy (video)

Prof G Micro Class: Laddering

L2inc.com video above published Jun 21, 2018: Laddering, from cigarette brands to Apple $AAPL, Scott Galloway says smart brands use this brand strategy to one-up their competition.

Sources:
(00:04) Source: “Smoke Gets in Your Eyes,” Mad Men, July 2007. https://imdb.to/2yvu80O
(01:07) Source: Bush-Cheney ‘04, Inc. https://bit.ly/22TVORK
(02:24) Source: “Tim Cook Calls Privacy a ‘Fundamental Human Right’,” Bloomberg Markets and Finance, Jun 2018. https://bit.ly/2IbsC3n

Transcript:
00:01 how do you make your cigarettes we
00:04 breed insect repellent tobacco seeds
00:06 grow it cut it cure it toast it there
00:10 you got it there you go but everybody
00:15 else's tobacco is toasted ... no, everybody
00:17 else's tobacco is poisonous, Lucky
00:21 Strike's is toasted. Well gentlemen I
00:25 don't think I have to tell you what you
00:26 just witness here, I think you do ... In my
00:29 brand strategy course at NYU Stern we
00:31 talked about laddering and it's an
00:33 attempt to D position your competition
00:35 by saying we're this they're this and
00:37 then figuring out what attribute you
00:39 want to talk about that not only
00:40 reflects you in a positive light but
00:42 just as importantly D positions or shed
00:45 your competition in a negative light the
00:47 ultimate laddering and D positioning was
00:49 in 2004 when George Bush's campaign went
00:52 through a series of attributes and
00:53 settled in on that he was resolute even
00:56 when he was wrong he was resolute this
00:58 was the perfect deep positioning of
01:00 Senator Kerry who was seen as a
01:02 flip-flopper this is that ad that one
01:04 George Bush the presidency in which
01:07 direction would John Kerry lead Kerry
01:09 voted for the Iraq war opposed it
01:12 supported it and now opposes it again he
01:15 bragged about voting for the 87 billion
01:18 to support our troops before he voted
01:20 against it he voted for education reform
01:23 and now opposes it he claims he's
01:25 against increasing Medicare premiums but
01:28 voted five times to do so John Kerry
01:30 whichever
01:33 so what does apples key push in terms of
01:36 strategy and communications over the
01:37 last three months its 2d position and
01:40 ladder the rest of big tech the
01:42 Cupertino firm is on a PR tour to
01:44 convince people that unlike its big tech
01:46 brethren its concerned about your kids
01:48 the commonwealth and your privacy Tim
01:51 Cook's privacy is a basic human right
01:54 statement puts a finger squarely in the
01:56 eye of Facebook and Google and was
01:59 convenient because Apple hasn't been in
02:01 the business of collecting data it's a
02:03 little bit like Starbucks saying they're
02:05 worried about offshore drilling it's not
02:06 going to cost them anything to be
02:08 sanctimonious with other people's
02:10 decisions anyways it will be interesting
02:12 to see if Apple's position on privacy
02:15 holds when they start advertising in
02:18 their app ecosystem and their
02:19 advertisers demand the same data on the
02:21 audience they are paying for we see
02:24 privacy is a fundamental human right and
02:27 so to us it's right up there with some
02:31 of the other civil liberties that make
02:35 Americans what they are you as defines
02:38 us as Americans Apple also has said they
02:40 too are looking for a new headquarters [second campus]
02:42 but are not going to engage in a beauty
02:44 contest the results in a win-lose for
02:46 municipalities this is essentially
02:48 sticking their finger in the eye of you
02:50 guessed it Amazon saying hey guys we're
02:53 better than you finally Apple has built
02:55 the most addictive technology for kids
02:57 but at the recent Worldwide Developer
02:59 Conference what took center stage the
03:01 iPhone the home pod no the start with
03:04 safeguards for children's framed as
03:06 digital wellness which includes a
03:07 families page with educational material
03:10 for parents and a downtime app which
03:12 allows parents to put usage limits on
03:14 different installed apps Apple is
03:17 consciously uncoupling from the rest of
03:18 big tech it's a passive-aggressive sure
03:20 so is buying your wife an amazing
03:23 Mother's Day gift and while you're
03:25 saying with that gift I love you you're
03:27 my partner for life you might also be
03:28 saying your gift for Father's Day just
03:31 didn't cut it remember me the guy who
03:33 woke up in the middle of the night to
03:35 feed those little monsters so you could
03:37 head off to Goldman Sachs at 5:30 in the
03:38 morning and be a master of the universe
03:40 which by the way is pretty damn
03:41 emasculating well it's time you stepped
03:43 up with a great gift for
03:45 big dog ruff we'll see you next week I
03:51 can't believe people actually watch that
03:53 stuff
03:55 [Music] Song: “I Woof You” by Heiakim https://bit.ly/2IeAp0A

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DISCLAIMER

Tesla CEO Elon Musk & $TSLA Shareholders' Wild Ride (video)

Tesla’s Wild Ride

L2inc.com video above re-published Jun 15, 2018: Scott Galloway's take on Elon Musk's $3.5B tantrum and what it means for Tesla’s shareholders, plus Recode.net's Kara Swisher weighs in.

Tesla, Inc. is a US-based multinational corporation that specializes in electric vehicles, energy storage and solar panel manufacturing, headquarters are in Palo Alto, California.

• Principal domain: tesla.com 
• Stock price: NASDAQ: TSLA $357.72 +12.94 (+3.75%) close June 14, 2018
• Founded: July 2003, San Carlos, CA
• CEO: Elon Musk

Sources referenced in the video:
(00:18) Source: “Tesla’s Elon Musk Mocks Analysts During Conference Call,” Fox Business, May 2018. https://bit.ly/2ybgQGr     
(01:03) Source: Clip from “Enron: The Smartest Guys in the Room,” 2005. https://imdb.to/2JCAxMS
(01:19) Source: Yahoo Finance.
(01:46) Source: Courtesy of Jim Chanos. https://bit.ly/2yaySZr
(03:08) Source: Yahoo Finance.
(03:30) Source: Yahoo Finance.

Auto-generated transcript from June 14 edition (unedited):
00:00 [Music]
00:01 what's a signal that a company may
00:03 struggle over the next year look at the
00:05 behavior of the CEO case in point
00:08 Tesla you can hear an Elon Musk voice
00:10 and in his recent behavior that he's
00:13 under a great deal of pressure and that
00:15 is about to get real and so where
00:18 specifically will you be in terms of
00:21 your next boring bonehead questions are
00:27 not cool
00:27 next what how what percentage have
00:30 actually taken steps to configure we're
00:36 gonna go to YouTube
00:38 sorry these questions are so dry they're
00:44 killing me when you're CEO it's your job
00:47 to answer stupid questions especially
00:49 questions from the investors who've
00:51 allowed you to raise money at four times
00:53 revenues versus less than 0.45 times
00:56 revenues for peers including General
00:59 Motors this is reminiscent of the days
01:01 of Enron you're the only financial
01:04 institution that can't produce a balance
01:06 sheet or a cash flow State know what
01:07 their earnings thank you very much we
01:14 appreciate mr. must high rate took the
01:19 company down seven percent translating
01:21 and doing in maturity tax that cost
01:23 shareholders three and a half billion
01:25 dollars there's no doubt mr. musk has
01:27 clearly under tremendous stress and the
01:29 board is not doing their job that
01:31 rejected two proposals to change board
01:33 leadership including one that would have
01:35 removed must from the chairmen position
01:37 and split it into two positions CEO and
01:39 chairman what they need to do is tell
01:41 them that it sucks to be a grown up must
01:44 behavior coupled with 40 significant
01:46 departures from the company recently are
01:48 all negative for looking indicators
01:51 however we could be wrong as Kara
01:52 Swisher highlighted in our interview
01:54 yesterday it's not that he's coming off
01:57 the rails it's just that he's sick of
01:59 doing very ambitious things and getting
02:00 70 or 80 percent of the way there and
02:02 then getting heckling from the cheap
02:04 seats he's landing a rocket on like a
02:08 platform in the middle of the ocean this
02:09 is not easy stuff he's making a car like
02:12 he's trying to change
02:13 rotation and whatever you think of him
02:16 these are big things big things and so
02:19 if you get 70% of the way there
02:21 yeah what some of the press does and me
02:23 too is say what happened to that 30%
02:26 ignoring the fact that he got 70% of the
02:28 way there I think even if he doesn't
02:29 succeed at it what he's doing is
02:31 important no he's gonna change the world
02:33 that's what we're moving to is the only
02:35 reason I give him just a little more
02:37 like over some dumb stupid photo app
02:39 that people argue over Tesla has an
02:42 amazing product I actually own a Tesla
02:45 not because I'm environmentally
02:46 conscious when you drive at us on the
02:47 East Coast you're spewing more carbon
02:49 into the air because it's not powered by
02:50 electricity it's powered by the coal
02:52 that produces electricity I bought it
02:54 because I want to signal to the world
02:55 that I am hippy granola and rich ie have
02:58 sex with me anyways the company lacks
03:01 the frictionless networking effects of a
03:03 Google or Facebook and doesn't have the
03:05 Hermes like margins of an Apple yet it's
03:07 trading at evaluation reflective of a
03:09 firm that can scale like a Facebook or
03:11 generate the profits of an apple by the
03:14 end of the year Tesla analysts will
03:16 begin wringing their hands over
03:17 liquidity concerns in dilution we
03:20 predicted the stock would fall for these
03:21 reasons however the stock rallied after
03:24 the board meeting on Wednesday as the
03:25 shareholder resolution to separate the
03:27 CEO and chairman roles was voted down
03:29 this was taken as an endorsement of
03:31 Musk's leadership and the stock
03:34 skyrocketed so so far we're wrong so far
03:39 we'll see you next week
03:41 [Music]

Song: Talking Heads - Wild Wild Life
https://youtu.be/616-QGQyx-I

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DISCLAIMER

Amazon, Apple, Facebook, Google - Fifth Horseman Spotify $SPOT?

Scott Galloway 2018's Fifth Horseman Prediction

L2inc.com video above published on May 24, 2018: Amazon, Apple, Facebook, and Google have a combined market value greater than the GDP of France. What company has the potential to join them?

Editor's note: Last year Scott Galloway (speaker in the video) was touting Netflix, this year Spotify. Color me "skeptical," although a company can be very successful without becoming a "Fifth Horseman." If you are looking for a global "Fifth Horseman" consider the largely still untapped digital online streaming media potential of Disney $DIS (market cap $148.10B), or look at the potential beyond China for Tencent (WeChat) (market cap US$498.37B) already the world's fifth-largest internet company by revenue, or Alibaba $BABA (market cap $523.35B).

NYSE: SPOT (market cap 1 Jun 2018: $28.36B):

Spotify Technology
Principal domain: spotify.com
Headquarters: Stockholm, Sweden CEO: Daniel Ek (2006–) Founded: 2006, Stockholm, Sweden Subsidiaries: Spotify AB, Spotify USA, The Echo Nest, Tunigo AB, Spotify USA Inc, Spotify Singapore PTE. Ltd., Loudr, CrowdAlbum, Inc. Founders: Martin Lorentzon, Daniel Ek

Video sources:

(0:09) Yahoo Finance, May 2018. (0:09) “France GDP,” Trading Economics, 2016. https://bit.ly/2IJgqw2 (1:35) Yahoo Finance. (1:45) “4 in 10 Spotify Users Pay for Premium,” Statista, May 2018. https://bit.ly/2LrGYiU (1:53) “Spotify Misses On Revenue In First Earnings Report With 170M Users,” TechCrunch, May 2018. https://tcrn.ch/2xaG8E7 (1:59) “Apple Music Hits 48M Subscribers; Should Spotify Worry?” NASDAQ, April 2018. https://bit.ly/2GLt5Zz (2:25) Yahoo Finance, May 2018. (3:00) “Apple Music on Track to Overtake Spotify in U.S. Subscribers,” The Wall Street Journal, February 2018. https://on.wsj.com/2EEd5sV (3:18) “Spotify’s Losses Widen as Royalty Costs Pile Up,” Statista, March 2018. https://bit.ly/2jAKTjx (see below) (3:24:) L2 Analysis of CNBC, NASDAQ, Yahoo Finance Data.

Transcript (auto-generated, unedited)
00:00 [Music]
00:01 the four Amazon Apple Facebook and
00:04 Google have aggregated market
00:05 capitalization greater than the GDP of
00:07 France the accretion of stakeholder
00:10 value for consumers investors and
00:12 employees that these companies is
00:14 staggering five traits that identify a
00:17 company that can become a
00:18 trillion-dollar market capitalisation
00:20 company or as we refer to it the t
00:22 algorithm one their global an offer a
00:25 product that permeates cultural
00:27 boundaries to they apply machine
00:29 learning or AI or whatever you want to
00:31 call it agility network effects that
00:33 basically leverage behavioral data that
00:35 senses your tastes and tailors the
00:37 product to you they employ a Benjamin
00:39 Button effect unlike a car rolling out
00:42 the assembly line or a toothpaste tube
00:44 that has the cap twisted off they don't
00:46 decline in value they actually get more
00:48 valuable with you similar to Google the
00:51 search algorithm sees everything
00:53 everyone else is seeing or the algorithm
00:55 sees and every time you search the
00:57 algorithm gets one three billions better
00:59 for the next user they are likable as
01:01 companies we personify them and we
01:04 perceive them as friendly and is doing
01:06 good in the world a lot of debate around
01:07 how important likability is these days
01:09 lastly they're viewed as a career
01:11 accelerant the team of the best players
01:13 wins and you have to be seen as an
01:14 organization that abandons traditional
01:16 hierarchies and can give a twenty
01:18 five-year-old the responsibilities role
01:20 and compensation of a 35 year old in
01:22 2017 we posited Netflix would be the
01:26 fifth Horseman the firm had become the
01:27 operating system for the second most
01:29 valuable screen in our lives television
01:31 since we labeled Netflix the next 300
01:34 billion dollar firm the stock has
01:35 trebled in value so who's our 2018
01:38 prediction for the fifth Horseman
01:40 Spotify a firm with a hundred and
01:42 seventy million users seventy five
01:44 million of whom are premium subscribers
01:46 the firm registered a billion in revenue
01:49 last quarter representing thirty eight
01:51 percent year-on-year growth that's a
01:52 billion euros which I think's about 1.1
01:55 billion u.s. and Spotify accounts for
01:58 36% of premium music subscribers
02:01 globally young people spend an eighth of
02:03 their waking hours listening to music
02:05 just as real estate identified the most
02:07 valuable companies in the 20th century
02:08 whether were Sears or Walmart real
02:11 estate identifies the most valuable
02:13 companies of the 21st century
02:15 specifically whatever apps are on your
02:17 home screen
02:17 are typically companies were somewhere
02:19 between 100 and 900 billion yet there is
02:22 one with the best real estate on your
02:24 phone and it's only worth 28 billion for
02:27 now Spotify among music streaming
02:29 services Spotify as the best technology
02:31 merchandising and brand pandora was
02:34 first but has no social aspect and is
02:36 only available in the US and is
02:37 seriously uncool what's better than a
02:39 prophylactic having ad-supported
02:41 Pandora's you are about to get down you
02:43 are not going to have sex
02:45 bling ad-supported Pandora Apple music
02:47 should be number one given their
02:49 distribution advantage but Spotify has
02:51 more credits young people and
02:54 influencers and is a better platform for
02:57 discovering and sharing music Apple
02:59 music actually grew faster than Spotify
03:01 in the US last quarter why because Apple
03:03 has monopoly power is abusing that power
03:05 and should be broken up but that's
03:07 another talk show like most ambitious
03:09 digital players Spotify is investing
03:12 which is Latin for hemorrhaging money
03:14 Spotify lost 380 million euros on 4
03:17 billion in sales in 2017
03:20 Spotify currently trades at a hundred
03:22 and fifty dollars a share or twenty
03:24 eight billion dollars in value or five
03:26 times revenues that's an Amazon like
03:28 multiple so as Spotify worth twenty
03:31 eight billion dollars in its current
03:33 state maybe but maybe the better
03:35 question is is it worth fifty to a
03:37 hundred billion dollars to one or more
03:38 of the four and the answer is yes it's
03:40 hard to see why Amazon or Netflix
03:42 wouldn't endure seven and twenty five
03:45 percent Aleutians respectively and pay
03:47 fifty billion dollars plus to submit
03:49 their leadership position and what may
03:51 be the last media battleground music our
03:54 prediction Spotify stock doubles in the
03:57 next 12 to 24 months the next horsemen
04:00 Spotify my Spotify playlist includes
04:04 Katy Perry Arielle Grande and Britney
04:06 Spears or as I like to call it I'm gonna
04:07 get that pregnant list is that a hate
04:10 crime
04:12 we'll see you next week they don't what
04:15 is what what they don't know what is
04:17 what they just struck swish
04:21 [Music]

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DISCLAIMER

Is Mark Zuckerberg The 'Most Dangerous Person’ In The World? (video)

UPDATE: Mark Zuckerberg at the EU Parliament Livestream Video Replay here (Brussels, May 22, 2018)

See also: Schedule of video broadcasts | Multimedia centre | European Parliament:

• 18:00 / 18:05 - 22-05-2018, Press conferences :Antonio TAJANI - EP President - Mark ZUCKERBERG - founder and CEO of Facebook - Handshake 

• 18:20 / 19:30 - 22-05-2018, Other events :EP Conference of Presidents with Mark ZUCKERBERG - founder and CEO of Facebook 

• 19:30 / 20:00 - 22-05-2018, Press conferences :Antonio TAJANI - President of the EP

• Meeting with Mark Zuckerberg at the European Parliament - Multimedia centre

• Other info.

Zuckerberg Is The ‘Most Dangerous Person’ In The World: NYU’s Scott Galloway

CNBC.com video above published May 11, 2018: NYU professor Scott Galloway discusses Facebook $FB CEO Mark Zuckerberg, comparing him to historical dictators.

Note: On Tuesday, May 22, Zuckerberg meets with members of the European Union Parliament. The appearance reportedly will be livestreamed here 18:15 to 19:30 in Brussels which means it starts in the U.S. at 12:15 EDT and 9.15 a.m. PDT.

I have personally discussed with Facebook CEO Mr Zuckerberg the possibilty of webstreaming meeting with him. I am glad to announce that he has accepted this new request. Great news for EU citizens. I thank him for the respect shown towards EP. Meeting tomorrow from 18:15 to 19:30

— Antonio Tajani (@EP_President) May 21, 2018

See EU Press Release May 21, 2018.

See also:

• The left turns up the heat to break up Facebook | Axios.com May 20, 2018
• California Today: San Francisco Nurses Protest the Zuckerberg Hospital’s Name May 15, 2018: It has not been a good year for the Mark Zuckerberg name, as Facebook has fallen deep into a series of privacy scandals over allowing millions of users’ personal data to be improperly exploited."--New York Times | NYTimes.com

Breaking up big tech could unleash another 20 to 30 years of unbelievable innovation and shareholder growth. New podcast w/ @karaswisher @Recode #tooembarrassed https://t.co/b3q79PDUf5

— Scott Galloway (@profgalloway) May 20, 2018

Facebook, Inc. (principal domain: Facebook.com) is a US-based online social media and social networking service company with headquarters in Menlo Park, California.
Founded: February 2004, Cambridge, MA
CEO: Mark Zuckerberg (Feb 4, 2004–)
Facebook subsidiaries

Stock Exchange: Symbol | NASDAQ: FB

Source of chart above: Statista.com

What happened to Facebook's plan to wire the world? via @jessiwrites https://t.co/GUoCN1QXxG

— Scott Galloway (@profgalloway) May 19, 2018

Apple CEO Tim Cook Touts Privacy In Duke Commencement Speech

CNBC.com video above published May 14, 2018: Recode managing editor Ed Lee discusses Apple CEO Tim Cook’s commencement speech at Duke University.

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DISCLAIMER

Content & Distribution: Amazon $AMZN, Netflix $NFLX, Disney $DIS (video)

The Amazon of Entertainment

L2inc.com video above published May 3, 2018: Scott Galloway chats with The Atlantic's senior editor Derek Thompson about Disney, Netflix, and Amazon, and who will win the war for video entertainment content and distribution.

The Atlantic: theatlantic.com/author/derek-thompson/

Transcript:

Twitter: @DKThomp
Tweets by DKThomp

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DISCLAIMER

Brand Building & Brand Strategy vs Decline in Advertising (video)

Professor Scott Galloway's Micro Class on Brand Strategy

L2inc.com video published Mar 1, 2018: Forget about traditional advertising, here's where you should be investing your advertising budget instead.

Google and Facebook dominance forecast to rise | ft.com: "Tech duopoly to account for 84% of online advertising spend this year, forecasts report." Editor's note: But how effective is it? source: Statista

Auto-generated transcript via YouTube.com:
00:01 this week a summary of the first few
00:04 classes in my brand strategy course so
00:06 loosely speaking think of a brand as all
00:09 the touch points that create emotional
00:10 and tangibles surrounding a product
00:13 there are three basic categories or
00:16 three basic ways to build a brand
00:17 there's pre-purchase purchase and post
00:20 purchase pre-purchase advertising public
00:23 relations the things we typically
00:25 consider brand building purchase where
00:27 you actually buy the product
00:29 distribution in the store and then post
00:31 purchase loyalty programs customer
00:34 service warranties what do we see
00:36 happening pre-purchase which has been
00:38 massively over invested is in structural
00:41 decline why because advertising stocks
00:43 and the advertising industrial complex
00:46 is collapsing young wealthy people ie
00:48 anybody a brand wants to reach have
00:50 decided to opt out of advertising which
00:52 has become the tax that the poor and the
00:55 technologically illiterate pay what does
00:56 this mean for you it means if you're a
00:58 brand you need to reallocate capital out
01:00 of pre-purchase into purchase or post
01:02 purchase so we take that capital out of
01:04 pre-purchase which is the Ricky move and
01:07 brand strategy and we allocate it
01:08 towards the medium whose death has been
01:10 greatly exaggerated and that is stores
01:12 the gangster move of the last 20 years
01:15 that has created more shareholder value
01:16 than any decision in the history of
01:18 business with Steve Jobs crazy
01:20 irrational decision to zag while everyone
01:23 was zigging and take money out of
01:24 advertising and allocate it into a
01:26 medium that was dying specifically store
01:28 this is our store and the first quarter
01:32 of the store has our home section and
01:35 our Pro section with all our great Pro
01:37 products and every product we make is in
01:40 this first 25 percent of the story and
01:42 see the whole product line stores are
01:44 the consummation of a relationship you
01:47 hear about somebody a good family nice
01:49 fun to be around and pre-purchase
01:51 through advertising but the physical
01:53 interaction the first kiss sex with the
01:57 product who we personify and have a
01:58 relationship with is at the store you
02:01 have sex with Tom Brady or Giselle you
02:03 go into an Apple store you go into a
02:05 Samsung store Samsung distribution which
02:07 is an AT&T; or Verizon store that's
02:09 having sex with a guy named Roy with a
02:11 nametag in bad lighting
02:13 you know what this is yes that is a ten
02:16 times larger than life replica of your
02:17 penis that's how the various point of
02:21 distribution stores are more and more
02:23 strategic and wealth
02:25 square footage and stores will decrease
02:27 the amount of money spent on each square
02:30 foot relatively will increase the other
02:32 gangster move post purchase warranties
02:35 some sort of guarantee some way of
02:37 getting data it's really post purchase
02:40 intelligence where we take data from the
02:42 purchase and use it as a means of
02:44 whipping the consumer back around to
02:46 that purchase funnel again think of the
02:48 clock as being an axis unfurled across X
02:53 Y or an x axis pre purchase purchase and
02:57 post purchase we want you to have a bias
02:59 we want to lean the axis this way
03:02 take money and allocation in your own
03:04 human capital out of pre purchase and
03:07 either put it in to purchase the stores
03:09 are under invested you can still make
03:10 money in retail in stores as long as
03:12 there's an omni-channel and we do click
03:14 and Collect but really try and get to
03:16 post purchase who are the best brand
03:18 builders in the world hands down Tobacco
03:20 take a product whose primary benefits
03:22 are death disease and disability and
03:25 turn them into the most aspirational
03:26 brands that make us bill tough and cool
03:29 and you have the best branders in the
03:30 world why are they the best brands in
03:32 the world because we turn them into the
03:34 best brand builders in the world when
03:35 they were advertising on television our
03:37 mothers our sisters and our daughters
03:38 kept dying and so we said that's it
03:41 we're pissed off you can no longer
03:43 advertise so what do they do they took
03:45 all of this capital and they allocated
03:47 it to purchase and they put cute
03:48 pictures of camels and bodegas at
03:50 distribution just about the time this
03:53 was losing its effectiveness good for
03:54 them but here's what happened our
03:56 sisters our daughters and our mothers
03:58 kept dying so we said that's it no more
04:00 cute camel Joey points of purchase just
04:03 as this was starting to lose some
04:04 momentum and they built the largest
04:06 databases in the world and when they
04:07 since you were stopping smoking they
04:09 started sending you Marlboro points or
04:10 coupons to get you back into the
04:12 franchise the original CRM database
04:15 marketers tobacco companies there are
04:17 exceptions to every rule pre purchase ad
04:20 supported media is not going away it's
04:22 just going to be a place to work or in
04:24 as a matter of fact I'll be watching at
04:26 supported media tonight I'll give you
04:29 one hint we'll see you next week
04:47 [Music]

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DISCLAIMER

Scott Galloway: How to Build a Genius Brand (video)

How to Build a Genius Brand

NYU Stern Professor Scott Galloway: Of the 2,303 brands L2 ranked in 2017, only 94 earned the title "Genius." What sets them apart? More info here. L2inc.com video above published Jan 18, 2018.

Transcript (auto-generated via YouTube.com):
00:00 [Music]
00:01 here at altitude were in the business of
00:04 benchmarking digital performance we take
00:06 the top brands in a given sector run
00:08 them through a methodology that examines
00:10 performance across for digital
00:12 dimensions and spit out a ranking in a
00:14 digital IQ classification of the 2300
00:17 brands l2 ranked in 2017 only 94 earn
00:22 the title genius while no two geniuses
00:25 take the same approach to digital this
00:27 year's winners converged on five key
00:29 themes one getting personal rather than
00:32 appealing to a broad demographic winning
00:34 brands are targeting the individual most
00:36 brands collect a lot of consumer data
00:38 the genius brands use that data in a
00:40 meaningful way through tactics including
00:42 sophisticated loyalty programs or highly
00:45 targeted messages - making it easy it
00:49 sounds obvious but when consumers are
00:50 inspired to make a purchase you need to
00:53 get the friction out of the way and let
00:54 them fall into the purchased winning
00:56 brands in 17 prioritize site efficiency
00:59 over feature overload and make blogs
01:01 look books and Instagram feeds shoppable
01:04 3 facilitating the hand up genius brands
01:07 recognize that consumers are shopping
01:09 online in many locations especially on
01:12 Amazon like other brand sites digital
01:15 geniuses product pages on third-party
01:17 retail sites have rich content and our
01:20 search optimized for investing
01:22 strategically genius brands are scaling
01:24 back on desktop advertising and shifting
01:27 their dollars and creative attention to
01:28 mobile and video which offer higher
01:31 return and engagement geniuses are
01:33 innovating not recycling and creating
01:35 content designed specifically for mobile
01:37 experience and finally 5 going back to
01:41 the store the median age of our genius
01:43 brands is 65 years old suggesting that
01:46 the old guard is not dead yet especially
01:48 since what's old is new again
01:50 many genius brands are figuring novel
01:53 ways to make their stores an asset and
01:55 integrating the online and offline
01:57 experience we predict 18 will be the
02:00 year the storm makes its comeback stay
02:02 tuned we'll see you next week
02:09 [Music]

Song: Pink Floyd - Welcome to the Machine

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DISCLAIMER

Digital Winners & Losers: Samsung, Apple, Mark Zuckerberg & Facebook

The Most Powerful Person in the World

L2inc.com video above published Feb 1, 2018: Scott Galloway on Mark Zuckerberg / Facebook and Samsung / Apple and more--"who wields power over 2 billion people, can influence elections and public opinion, and traffics in one of the most addictive drugs known to mankind? Plus, an unlikely winner from Apple's iPhone success." 

Sources:
(0:21) F8 Facebook Developer Conference, April 2017.
(0:38) “The Top 20 Valuable Facebook Statistics – Updated January 2018,” Zephoria, January 2018.
(0:38) “Muslims And Islam: Key Findings In The U.S. And Around The World,” Pew Research Center, August 2017.
(0:38) “Global Catholic Population Tops 1.28 Billion; Half Are In 10 Countries,” National Catholic Reporter, April 2017.
(0:56) “The Decline in Adult Activities Among U.S. Adolescents, 1976–2016,” Jean M. Twenge and Heejung Park, 2017.
(1:00) “Why Teens Aren’t Partying Anymore,” Wired, December 2017.
(1:31) “Guess How Much Money Samsung Is Expected To Make Selling iPhone X Screens To Apple Next Year,” BGR, December 2017.
(1:40) “Samsung Display To Supply 180-200m OLED Panels For iPhone X Next Year,” The Investor, December 2017.
(1:46) “Samsung Electronics Announces Third Quarter 2017 Results,” Samsung, October 2017.
(1:50) “Guess How Much Money Samsung Is Expected To Make Selling iPhone X Screens To Apple Next Year,” BGR, December 2017.
(2:09) “Google’s Breakdown Of What Americans Don’t Know How To Spell, State By State,” The Washington Post, May 2017.
(2:09) “Walmart Reveals The Most Bizarre Top-Selling Items In Every State,” Business Insider, January 2018.

Transcript (auto-generated via YouTube.com):
00:00 [Music]
00:01 Who is the most powerful person in the
00:04 world who wields power over two billion
00:07 people and has proven influence over
00:09 elections and public opinion who also
00:12 manufactures and traffics in one of the
00:14 most addictive drugs known to mankind
00:16 increasing teen depression worldwide the
00:20 Zuck the most powerful man in the world
00:22 who doesn't have his finger on a button
00:24 all the hype around changing the
00:26 Facebook newsfeed to favorite content
00:28 from friends as a gesture towards
00:30 restoring democracy is just a big head
00:32 fake the Zuck would never do anything
00:34 that doesn't turn a profit Facebook has
00:37 assembled the largest community in the
00:39 history of mankind
00:40 and the individual overseeing this
00:42 community screwed over his friends in
00:44 college then over his best friend right
00:47 after college and spoiler alert isn't
00:49 concerned with the condition of our
00:51 souls or National Defense. A loser: teens
00:54 recent research reveals that teens
00:56 aren't hanging out in person or going to
00:59 parties in fact the number of teens who
01:01 get together every day has been cut in
01:03 half in the last 15 years the culprit
01:06 once again Facebook and other social
01:08 platforms you can't buy cigarettes or
01:11 vote until you're 18 or drink until
01:13 you're 21 why should we let our kids
01:15 have access to these platforms at age 13
01:18 please respond to me in the comments page
01:20 gating social media no Facebook or
01:23 Instagram accounts until you're 18 good
01:26 or bad idea an unlikely winner from
01:29 Apple's iPhone success Samsung the
01:32 Korean tech giant is the only supplier
01:34 for the iPhone 10 OLED screen samsung
01:37 expects to sell to Apple about 200
01:40 million iPhone screens and a teen
01:42 generating more than 20 billion in
01:44 revenue that's almost half Samsung's q3
01:47 revenue and the equivalent of selling 20
01:50 million of their Galaxy Note 8 phones. To
01:53 mark the National Spelling Bee Google
01:55 broke down America's most misspelled
01:57 words by state separately Walmart
02:00 released a list of its top-selling items
02:02 in every state which may or may not
02:04 explain some of the spelling challenges
02:06 sweeping across the country in
02:08 California where I'm from beautiful is
02:11 the most misspelled word
02:12 and protein powder is the best-selling
02:14 Walmart item people in Wisconsin
02:16 apparently can't spell Wisconsin but the
02:20 Green Bay Packers bathmat is the
02:22 best-selling item on the Bentonville
02:25 giant's site and in New Hampshire the
02:27 most misspelled word of 2016 was
02:29 diarrhea and the best-selling item at
02:32 Walmart is cinnamon flavored toothpaste.
02:35 Things were much easier when I was a kid
02:38 we only had 25 letters in the alphabet
02:40 nobody knew why we'll see you next week
02:53 [Music]

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