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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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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Traditional Retailers Are Losers, The Retail Winner Is Amazon (video)

Brands Shift, Amazon Lifts:

• Loser: Traditional retail. Macy's is closing 100 stores, and fashion brands like Coach and Michael Kors are pulling products from department stores in an effort to burnish their aspirational image. Meanwhile, Amazon's apparel business is taking off. See  also Amazon Eats the Department Store | Bloomberg.com.
• Winner: Weibo. After being left for dead with the rise of WeChat, the platform is making a comeback on the strength of livestreaming and video.
• Winner: The New York Times, whose infographics team raises the bar for all of us in the data and storytelling business. @UpshotNYT and @nytgraphics

Domains of referenced brands:

• macys.com
• coach.com
• michaelkors.com
• amazon.com
• weibo.com
• wechat.com
• nytimes.com

Scott Galloway is a NYU Stern Marketing Professor. Video above originally published August 25, 2016, by L2inc.com. Song credit: CapnDesDes

Transcript via YouTube:
0:02 A loser: traditional retail.
0:03 With most major department stores' stock prices in free fall, Macy's decided to close 100 stores.
0:09 The market responded, sending the stock up 17%.
0:13 How many stores would need to close to bring back pre-recession sales per square foot at different retailers?
0:18 Nordstrom would need to shutter 25%, JCPenney 30%, and Sears 40%.
0:26 (I think Sears needs to close 100% of their stores.)
0:28 The real winner here?
0:30 Amazon, whose apparel business is taking off.
0:33 As stores close, brands are reacting.
0:36 Coach is pulling its bags from 250 low-volume department stores to restore its association with luxury.
0:43 The biggest challenge, from Nike to Samsung and Rolex:
0:49 if you want to maintain an aspirational brand position, you've got to control more of your distribution.
0:54 Branding is moving toward the consumer.
0:56 Winner: Weibo [weibo.com].
0:58 After being left for dead with the rise of WeChat, the platform is making a comeback
1:01 on the strength of livestreaming and short form video - features not integrated directly into competitor WeChat.
1:07 Weibo's net income in Q2 rose 516% and daily users increased 36% year-on-year to 126 million.
1:16 Weibo has surpassed Twitter in both growth and mobile users.
1:20 When L'Oréal used the platform to promote a livestream of brand ambassador Li Yuchun attending the Cannes Film Festival,
1:26 the lip balm she mentioned sold out in just four hours.
1:31 A winner: The New York Times.
1:32 A well-deserved shout-out to the NYT infographics team.
1:35 The combination of data and insight that these visualizations provide readers sets the Times apart
1:41 and raises the bar for all of us in the data and storytelling business ....

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Conference on the Global Digital Content Market, Jaron Lanier Keynote

Highlights from Jaron Lanier Keynote at Digital Content Market Conference:

Writer, composer and tech futurist Jaron Lanier delivered the keynote address at the opening of the Conference on the Global Digital Content Market, April 20-22, 2016 at WIPO Headquarters in Geneva, Switzerland. (Published April 21, 2016)

Above: video playlist from the Conference on the Global Digital Content Market, April 20-22, 2016, at WIPO Headquarters in Geneva, Switzerland. First 3 videos:

1. Naja Nielsen, Chief Editor, DBC Radio: Naja Nielsen, Chief Editor of DBC Radio (Denmark), on "Best, worst of times."

2. Dima Khatib, Managing Director, AJ+: Dima Khatib, Managing Director of AJ+ online news channel (Qatar), shares her views: "Everyone is copying us."

3. Ritu Kapur, CEO, Quintillion Media: Ritu Kapur, founder and Chief Executive Officer (CEO), Quintillion Media Pvt. Ltd.: Curation (without a link to the source) can be jargon for plagiarism.

WIPO Conference on the Global Digital Content Market: April 20 – 22, 2016, Geneva, Switzerland--"The creative content economy has seen radical change to access and business models for more than a decade. The tensions between increased access and a sustainable economic value chain are the essence of this conference, which explores: copyright in the digital age the impact of the digital environment on creators the role for publishers, producers and distribution platforms digital markets, access, and participation."

• Program (pdf)
• Speaker profiles (pdf)
• YouTube Playlist
• World Intellectual Property Day – April 26, 2016
• World Intellectual Property Day 2016 - Events

#digicontent2016:
#digicontent2016 Tweets


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