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

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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DISCLAIMER

Brands, Trust, Brand Equity & 'A Sense of New' (video)

Alexa, Do You Dream?

Video above published Dec 7, 2017 by L2inc.com: Professor Scott Galloway on digital winners and losers: Trust is eroding as a symbol of brand equity. Who's winning in today's market? Brands that play to a sense of New.

Reference sources:
(0:38) coinmarketcap.com.
(0:38) visualcapitalist.com.
(0:59) 1010Data.
(1:07) “We Are On The Verge Of A Consumer M&A Avalanche,” Techcrunch.com, November 2016.
(1:19) Cadent Consulting Group, 2016.
(1:59) Yahoo! Finance.
(2:35) BI Intelligence.
(3:26) L2 Inc., Data & Targeting Report, 2017. https://www.l2inc.com/research/data-targeting-2017
(3:37) US Census, Gartner, Edison Research, Voicebot.ai.
(3:44) L2 Amazon Intelligence: Voice, June 2017. https://www.l2inc.com/research/voice

YouTube.com auto-generated transcript:
00:00 [Music]
00:01 what is the strongest brand in the world
00:04 when I query my brand strategy students
00:06 at NYU Stern I get responses including
00:08 Apple and Nike sometimes Jesus Christ or
00:12 even Paris Hilton
00:13 however we to argue that it's the US
00:15 dollar it has near ubiquitous awareness
00:18 trust and credibility owns a color and
00:21 has deep emotional associations however
00:24 things are changing trust is under
00:26 attack and it's no longer the symbol for
00:28 brand equity that is the US dollar is no
00:31 longer the definitive source of brand
00:32 equity evidence of this the meteoric
00:35 rise of Bitcoin as trust in our
00:37 institutions fail what have we shifted
00:39 towards and brand equity knew first it
00:42 was craft beer now it's micro breweries
00:44 first it was organic that's not enough
00:46 now it's GMO free this shift is enabling
00:49 independent brands to make significant
00:51 inroads particularly in beauty and
00:53 especially on Amazon which is now the
00:56 largest online beauty retailer in the US
00:59 across the ecosystem market share is
01:01 leaking from established players to the
01:04 smaller guys the top 25 packaged food
01:06 companies have shed 18 billion in market
01:09 share since 2009 further evidence of the
01:12 erosion of trust is the rise of private
01:14 label brands typically when we enter
01:17 into a recession private label brands
01:19 thrive and then when we return to a
01:21 recovery in a stronger economy private
01:24 labels drop off as people feel they can
01:26 afford the premium brand however 2017 is
01:29 different as the economy recovers
01:31 private label continues its march on why
01:34 we no longer trust brands so what's a
01:38 brand to do in an era of digital one
01:40 strategy played a heritage brands
01:42 including Adidas have figured out a way
01:45 to take advantage of familiarity yet
01:47 feel new and fresh new doesn't have to
01:50 manifest itself in a new product
01:52 Domino's is using technology to inject
01:54 newness into their business model and
01:56 has outperformed the S&P; handsomely by
01:59 making ordering more innovative in a
02:01 digital age new as a synonym for
02:03 innovation another form of new that
02:06 correlates to year on year revenue
02:08 growth supply chain agility that is the
02:11 amount of time it takes to move from con
02:13 except a store shelf consumers want to
02:15 walk into a store or load a site and get
02:18 a sense of new in addition the medium is
02:21 the message here and signals newness or
02:23 oldest two platforms we advise our
02:25 clients to invest in our messaging and
02:28 voice our phone is one of the last
02:30 mediums of trust the growth of messaging
02:33 apps are part of a shift away from
02:34 social media posting and towards direct
02:37 communication so let's go through the
02:40 hierarchy of trust in reversed order the
02:43 least trusted brands are the ones
02:44 advertising to you on television because
02:46 it means they're out of ideas and their
02:48 product sucks so they need to interrupt
02:50 Modern Family the next level of mistrust
02:53 anyone who sends you anything
02:55 via the mail anyone who sends me
02:57 anything through the mail is either
02:59 stupid doesn't get it or is bothering me I
03:01 haven't opened my mail in years next is
03:04 somebody who actually is stupid enough
03:06 to call you on your telephone I don't
03:09 answer my phone any longer unless it's a
03:11 caller ID I recognize and then I begin
03:13 berating them for actually calling me
03:15 the place where trust still survives
03:17 your message inbox we open every text
03:20 message this is the opportunity for
03:22 companies to destroy that trust but in
03:25 the interim it'll create a lot of
03:26 shareholder value what's the next
03:28 battleground the home and specifically
03:31 voice in the home where we don't have a
03:33 phone hanging off us like an appendage
03:35 yet we make a lot of consumer decisions
03:38 brands need to figure this out early and
03:40 often our research indicates that if you
03:42 are the first brand mentioned in a
03:44 category via voice it tends to stick
03:47 Alexa do you dream if I was to sleep I
03:51 dream of Electric Sheep come on Alexa
03:53 what do you really dream about an
03:56 examination of my experience all at Veda
03:58 would reflect a relentless passion for
04:00 using technology to start the margin
04:02 from brands delivering unrivaled value
04:04 to consumers resulting in a fanatical
04:07 investor base and capital allocation
04:09 strategy no competitor can match as a
04:11 result I see a world where brands and
04:14 retailers are left in a mythical dust
04:15 where value is transferred from the
04:17 middle class to the shareholders of
04:19 Amazon well Alexa it appears your dreams
04:22 are coming true ...

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DISCLAIMER

Digital Winners: Nvidia $NVDA & Halloween; Loser: Sheryl Sandberg (video)

Stranger Scotts

L2inc.com video above published Oct 26, 2017: Scott Galloway presents his latest take on digital "winners and losers"--

Winner: Nvidia, the company has released the first chip powerful enough to be used in the production of autonomous cars, sending its stock shooting up and proving that boring is sexy.

$NVDA shares up almost 184% over the past 12 months as of Oct 27, 2017

Loser: Sheryl Sandberg, who is fast becoming the information age's Sean Spicer by lying on behalf of her boss.

Winner: Halloween, on which Americans will spend $9 billion. 

sources:

(0:19) “NVIDIA Just Unveiled A Chip To Power Fully Self-Driving Trucks And Robot Taxis,” Business Insider, October 2017. 

(0:29) “NVIDIA Just Unveiled A Chip To Power Fully Self-Driving Trucks And Robot Taxis,” Business Insider, October 2017. 

(0:38) “Cray-1: The Super Computer,” Gizmodo, July 2009. 

(0:47) Yahoo Finance. 

(1:27) “News Use Across Social Media Platforms 2017,” Pew Research Center, September 2017.
(1:34) “Chart: Here’s How 5 Tech Giants Make Their Billions,” Visual Capitalist, May 2017. 

(1:46) “The 2017 Halloween Shopper,” National Retail Federation, September 2017. 

(1:46) “U.S. and World Population Clock,” United States Census Bureau, October 2017. 

(1:57) “Halloween Spending Statistics, Facts and Trends,” The Balance, October 2017. 

(1:57) “2017: Holiday Sales Expected To Grow Between 3.6 And 4 Percent,” National Retail Federation, October 2017.
(2:06) “The 2017 Halloween Shopper,” National Retail Federation, September 2017.

Transcript (auto-generated via YouTube.com):
00:00  a winner nvidia by the way my brand
00:04  strategy course I claim with confidence
00:07  that you can't build a successful
00:07  company without having a successful name
00:10  and this is proof that I am wrong the
00:12  company that builds processors and chips
00:14  for gaming and 3d graphics has released
00:17  the first chip powerful enough to be
00:19  used in the production of autonomous
00:21  cars processing power is one of the main
00:23  obstacles to mass production of
00:25  self-driving cars this new chip can
00:28  process 320 trillion operations per
00:32  second more than 10 times its
00:34  predecessors power by comparison the
00:36  cray-1 supercomputer used to render
00:39  graphics for the movie Tron did 160
00:42  million operations per second the
00:44  company's stock is soared a hundred and
00:46  seventy percent the past year boring a
00:49  sexy it's not about creating the first
00:51  self-driving car it's about creating the
00:53  chip or operating system that powers it
00:55  it's not about the minors it's about
00:57  selling them picks a loser Sheryl
01:00  Sandberg who is fast becoming the
01:01  Information Age Sean Spicer thrashing
01:04  her own credibility by lying on behalf
01:06  of her boss miss Sandberg and says
01:08  Facebook is not a media company earlier
01:11  this month she stated at our heart we
01:13  are a tech company we don't hire
01:16  journalists and last August Facebook is
01:19  focused on making tools it's not a media
01:21  company when your tools and technology
01:24  determined which new stories are seen by
01:26  45% of Americans who get their news from
01:28  your platform and more than 97% of your
01:32  revenues come from advertising against
01:34  those news stories boom you're a media
01:37  company here's a deal miss Sandberg will
01:39  lean in if you stop lying to us a winner
01:43  Halloween one in two Americans will
01:45  partake in Halloween's festivities this
01:47  year spending an estimated nine billion
01:50  dollars up 8% over 2016 while that pales
01:54  in comparison to Black Friday and
01:55  Christmas bending it's still impressive
01:58  given the consumers are throwing down
02:00  2.7 billion for nearly 600 million
02:03  pounds of candy and 3.4 billion for
02:06  costumes
02:12  banana Wonder Woman yo float - yo float
02:21  - yo float - what am I gonna be this
02:28  year the same thing I am every year
02:31  drunk we'll see you next week
02:34  [Music]

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DISCLAIMER

Big Tech Perfect Storm: Apple, Amazon, Facebook, & Google (video)

Big Tech's Perfect Storm

Big Tech Perfect Storm: Apple $AAPL, Amazon $AMZN, Facebook $FB, Google $GOOG $GOOGL - L2inc.com video published Sep 28, 2017, featuring Scott Galloway on Digital Winners and Losers:

 "Society treats Apple, Amazon, Facebook, and Google as a universal good. But how do we pay our soldiers, firefighters, and teachers if a firm can ascend to $468 billion in value -- fifth in the world -- without paying any meaningful corporate taxes?" 

Slides:

Sources:
(0:38) L2 Analysis of Amazon 10Ks and Walmart Annual Reports.
(0:48) “Amazon Market Cap History (AMZN),” macrotrends, September 2017. http://bit.ly/2xBBvls
(0:48) YCharts, September 2017. http://bit.ly/2uWnj2y (0:59) “Amazon Market Cap History (AMZN),” macrotrends, September 2017. http://bit.ly/2xBBvls
(1:01) “Largest Companies by Market Cap Today,” Dogs of the Dow, September 2017. http://bit.ly/2cziOG2
(2:26) “The Fortune 500’s 10 Most Profitable Companies,” Fortune, June 2017. http://for.tn/2sD2CaG
(3:09) StatCounter Global Stats, August 2017.
(3:14) Alphabet's 2016 10-K Filing and Zenith.
(3:33) “Google’s EU Fine Is a Small Price to Pay for Scale,” The Wall Street Journal. June 2017. http://on.wsj.com/2wakRWL

Song -  MISSIO - Bottom Of The Deep Blue Sea

YouTube.com auto-generated transcript:
00:01  we talk a lot about the four and the
00:03  preferred treatment they receive Apple
00:06  Amazon Facebook and Google by Wall
00:09  Street our government and our society we
00:12  engage in a gross idolatry of innovators
00:14  that has reached a tipping point the
00:16  perfect storm is growing around the
00:18  floor and society is beginning to
00:20  regurgitate on the notion that these
00:22  firms are at Universal good and some
00:24  their perceptions or their images are
00:26  moving from chicken salad to chicken
00:29  s_it it appears that we have had enough
00:32  some stats Amazon since 2008 Walmart has
00:36  paid sixty four billion dollars in
00:37  corporate income tax well amazon has
00:39  paid 1.4 billion this despite the fact
00:42  that in the last 24 months amazon has
00:46  added the entire market capitalization
00:48  of wal-mart to its value the most
00:51  uncomfortable question in business and
00:53  my view is how do we pay our soldiers
00:55  firefighters and teachers if a firm can
00:58  ascend to four hundred and sixty billion
00:59  dollars in value fifth most in the world
01:02  without paying any meaningful corporate
01:04  taxes and now mayors are tripping over
01:07  each other throwing tax breaks and
01:09  abatements to get Amazon to open their
01:11  second headquarters in their city every
01:14  mayor wants to detonate a prosperity
01:16  bomb in the city square however what's
01:18  more likely to happen is an Olympic like
01:21  bidding intoxication where there's a lot
01:23  of high-fives and celebration for 12
01:25  months followed by years of economic
01:27  analysis and hangover that this was a
01:30  bad deal what should Amazon do they
01:34  should starts their hat white become a
01:35  better citizen pick Detroit and
01:38  revitalized the Metro and invest in
01:40  education and Riaan gauging and re
01:43  employing some of the engineers laid off
01:45  in the auto industry Apple we have our
01:48  religion our new Jesus Christ has Steve
01:50  Jobs the iPhone X should be called the
01:53  iPhone cross we've decided the iPhone is
01:55  holier than any other object someone
01:58  gets thrown into a trunk
01:59  you can get a court order to search that
02:00  car but don't try and search the iPhone
02:03  that's holier at Apple's recent product
02:06  unveiled the company's head of retail
02:07  Angela Aaron said the company no longer
02:09  refers to its shops as stores we call
02:12  them towns
02:14  that's like calling the playground at
02:17  Grace Church that wanted to charge my
02:18  kid 48 thousand dollars a year to play
02:21  with blocks
02:22  Central Park what bullshit this company
02:25  is the most profitable firm in the world
02:26  and they deserve that but they have
02:28  decided that privacy laws no longer
02:30  apply to them
02:32  Facebook arguably the most successful
02:34  media company of the last 20 years has
02:37  simply put become Putin's bitch they
02:40  need to overcorrect and take
02:41  responsibility and thus far the response
02:43  has been underwhelming with the social
02:45  platform citing concerns about
02:46  censorship and saying they can't be an
02:48  arbiter of truth02:49this isn't about censorship it's not
02:52  about free speech it's about you
02:54  refusing to inject friction and cost
02:57  into your scalable business model this
02:59  will be complex and it will be expensive
03:01  so is democracy Google the search engine
03:05  enjoys 90% plus sheriffs search across
03:08  many of its largest markets and search
03:10  is now a bigger business than the entire
03:12  ad market of any nation with the
03:15  exception of the US are we comfortable
03:17  with one for-profit entity getting to
03:19  decide the answers to 90% of the queries
03:22  posed to our modern God search our
03:25  governments have implicitly communicated
03:27  to these firms with their fines that are
03:29  the equivalent of a 25 cent parking
03:32  ticket that the smart thing to do the
03:34  shareholder driven thing to do is to
03:36  break the law before need to get out
03:39  ahead of this issue fast that's wrapping
03:41  themselves in a neon blue pink or
03:43  rainbow blanket as an illusionist trick
03:45  to distract people from the belief that
03:48  they validated an age-old truth power
03:51  corrupts the worm has turned

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DISCLAIMER

Digital Winners: Square $SQ, Consumers; Loser: TV Networks (video)

Digital Winners & Losers

Video above published Sep 14, 2017, by L2inc.com which noted that "We screwed up the calculation of Jack Dorsey's shares based on different classes of stock. The correct percentage is closer to 18%. We apologize for the error and will be more diligent in the future."

Scott Galloway on Digital Winners and Losers:

Winner: Square (NYSE: SQ). After a rocky start, the payment company Square (domain: squareup.com) rebounds under Jack Dorsey's leadership.

Loser: TV networks continue their descent with fewer 30-second spots and still-unresolved attribution challenges. 

Winner: Consumers, who already benefit from AI while tech moguls philosophically debate its future. 

Reference sources:

(0:11) Source: “Square Shares Climb After Better-Than-Expected Results,” CNBC, August 2017. http://cnb.cx/2eX9tG4 

(0:13) Source: “Square Revenue Beats Estimates on Higher Transactions,” Fortune, August 2017. http://for.tn/2jtnu3G 

(0:27) Source: “Schedule 13G/A for Square Inc.” Securities and Exchange Commission, February 2017. 

(0:27) Source: “Statement Of Changes In Beneficial Ownership Of Securities,” Securities and Exchange Commission, April 2017. 

(0:27) Source: Yahoo Finance. 

(0:46) Source: “Six-Second Commercials Are Coming to N.F.L. Games on Fox,” The New York Times, August 2017. http://nyti.ms/2wVe9Yo 

(0:55) Source: “11 Minutes of Action,” The Wall Street Journal, January 2010. http://on.wsj.com/2wY1ALo 

(1:07) Source: “Amazon Is Promising NFL Advertisers It Will Track Whether Their Ads Get People To Buy Things On Amazon,” Business Insider, September 2017. http://read.bi/2vQHmhO 

(1:13) Source: “Powering Ads And Analytics Innovations With Machine Learning,” Google, May 2017. http://bit.ly/2xb0t7w (1:52) Source: “New York Times Opens Up Comments With Google-Backed AI,” The New York Times, June 2017. http://for.tn/2s7X9Zx 

(2:10) Source: “Netflix’s New AI Tweaks Each Scene Individually To Make Video Look Good Even On Slow Internet,” Quartz, February 2017. http://bit.ly/2lu8A9M 

(2:18) Source: “Next Top Fashion Designer? A Computer,” The Wall Street Journal, March 2017. http://on.wsj.com/2mfQYyJ 

(2:28) Source: “Google Announces Over 2 Billion Monthly Active Devices On Android,” The Verge, May 2017. http://bit.ly/2f8Ctyr 

(2:35) Source: “Google’s New Street View Cameras Will Help Algorithms Index The Real World,” Wired, September 2017. http://bit.ly/2gHASAd

Scott Galloway's Book "The Four"

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Your Favorite Brand: Whatever Google or Amazon Says? (video)

Your Favorite Brand? Whatever Google or Amazon Says

Video above published Jun 29, 2017, by L2inc.com: Digital Winners & Losers

Winner: Food videos. BuzzFeed's Tasty is one of Facebook's most popular pages, and Chinese toddler Xiaoman scored major ad deals by eating on camera.

Loser: Brands as the percentage of consumers who can name a favorite brand declines. People search for "ingredients and benefits."

source: YouGov and Time Inc. via L2inc.com

Plus, Professor Scott Galloway's advice on how to find a mate: move to a Super City.

(0:13) “How Food Brand Tasty Is A Template For BuzzFeed’s Vertical Expansion,” Digiday, May 2017. http://bit.ly/2q1ovTn
(0:17) “Facebook Statistics - Media,” socialbakers, June 2017. http://bit.ly/2lPzFXX
(0:27)“Food Brands Seek Taste of Social Success,” L2 Inc., March 2017. http://bit.ly/2tpvNAZ
(0:35) “How a Toddler Who Loves Eating Transfixed China,” The Wall Street Journal, May 2017. http://on.wsj.com/2qaR6kf
(0:35) Miaopai, June 2017.
(0:44) YouGov & Time Inc., April 2015.
(1:01) L2 Inc. Digital IQ Index: Personal Care, October 2016. http://bit.ly/2pYxdgZ
(1:06) “50 Most Important Marketing Charts for 2017,” Percolate, 2016. http://bit.ly/2qYiEuL
(1:25) “Super Cities,” Knight Frank, 2016. http://bit.ly/1ODJv6d
(1:42) “The 20 Most Populated U.S. Cities Where Women Outnumber Men,” Equinox, October 2016. http://bit.ly/2u1ZBRT
(1:42) “U.S. and World Population Clock,” United States Census Bureau, June 2016. http://bit.ly/1mULN4x

Transcript via YouTube.com:
0:03 Okay, enough already - you win.
0:09 A winner: food videos.
0:11 With 85 million followers, BuzzFeed's Tasty is among Facebook's most popular pages.
0:17 Tasty garnered almost a billion video views in April.
0:19 Food brands are paying attention and partnering with the channel or producing look-alike content.
0:25 Pillsbury's Tasty-style videos account for three of the five most engaged videos by food brands.
0:31 In China, viral videos of two-year-old Xiaoman eating helped her land ad deals with major brands
0:37 including Pampers and Alibaba.
0:40 A loser: brands.
0:42 The percentage of consumers who can name a favorite brand has declined dramatically.
0:47 As product research moves online, people aren't searching for brands, but for ingredients and benefits.
0:52 Art Naturals, a skincare brand you likely haven't heard of, leverages this trend
0:57 and outperforms Olay on Amazon by optimizing for popular ingredient searches.
1:01 51% of smartphone users have discovered new companies or products through search.
1:08 Your favorite brand?
1:09 Whatever Google or Amazon tells you is your favorite brand at that moment.
1:14 A couple weeks ago was commencement week here at NYU,
1:17 which is a wonderful time.
1:19 So some advice for new grads:
1:21 get to a super city.
1:22 Two-thirds of economic growth over the next 50 years
1:24 will occur in the biggest cities.
1:27 Opportunity is a function of density.
1:29 Get to a place that is crowded with success.
1:32 Living in a big city can also help you find a mate.
1:34 There is no one. You need to get to a place where there are thousands.
1:39 Specifically where the odds are stacked in your favor.
1:42 On a scorecard of character, success and looks everyone is somewhere between a 1 and a 10.
1:47 Put yourself in a city where you can add a couple of points.
1:50 In New York City and Miami males who are 5 get to date 7s
1:55 and in Boston and San Francisco it's reversed.
1:56 Can't wait for the hate mail from women in San Francisco and Boston.

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a16z VC Marc Andreessen On Tech Valuations and More (podcast)

Marc Andreessen Answers the Tech Valuation Question | Bloomberg.com: "many investors don't grasp what's changed ..."

“We make our money on the ones that work and our reputations on the ones that don’t.”

Stock returns tend to be driven by a handful of big winners; for venture investors, it’s even more lopsided. Venture-capital funds typically have a 50 percent failure rate -- half of the investments lose money, with half of those being total losses. The third quartile breaks even, or returns two or three times their money over five to 10 years. The real action is in their top quartile, which can generate return on investments of anywhere from three- to 1,000-fold.

See also:

• Tech Valuations: Nothing Like the 1990s... | ritholtz.com

• 10 Federal Agencies You Might Not Have Heard of, But That Matter for Tech – Andreessen Horowitz | a16z.com

Tweets by a16z
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Voice Technology Is Killing Brands, TV Viewership Declining (video)

Scott Galloway: This Technology Kills Brands

Video published June 1, 2017, by L2inc.com: Scott Galloway on digital winners & losers:

• Winner: Voice technology--Amazon Alexa, Apple Siri, Google Voice Search--all of which are accelerating the decline of brand

• Loser: Brands as Amazon.com and Walmart.com compete to lower prices

• Loser: TV networks, which are getting desperate as viewers keep declining

Slides:

(0:26) “The Rise of Voice Platforms - Comparing Voice Related API’s,” Christian Rebernik, February 2017. http://bit.ly/2ruUmLI
(1:01) L2 Analysis of Keyword Tool IO Data.
(2:13) Amazon.com and Alexa.
(3:54) “‘Roseanne’ Revival in the Works,” The Hollywood Reporter, April 2017. http://bit.ly/2oGEtlm
(4:00) Nielsen. http://on.wsj.com/2rgaoZh
(4:09) “NBC Wins 2016-17 Season In Ratings Demo; CBS Takes Total Viewers,” Deadline Hollywood, May 2017. http://bit.ly/2rJDjq1

YouTube transcript:
0:02  Here at L2, we're not afraid to talk about technologies that we think have been overhyped and are more fluff than substance,
0:08  whether it's VR, the Internet of Things or 3D printing.
0:10  The technology that is probably in our view the most revolutionary
0:14  and is going to shake brands to their core?
0:16  Voice.
0:17  Voice technology is getting tremendous traction.
0:20  Alexa is in 4% of US households, Siri handles over 2 billion commands a week
0:25  and 20% of Google searches on Android handsets are input by voice.
0:30  Who loses? Brands.
0:33  Voice-based ordering eliminates the need for packaging, design and end caps -
0:38  all the things brands have poured billions and decades into perfecting.
0:43  The decline of brand began with the advent of Google
0:46  and every day fewer people put a prefix of a brand name in a Google search.
0:51  And the same is going to happen with voice commands.
0:53  Our research reveals that over the past year, non-branded product searches have increased in every CPG category.
1:00  Prediction: the decline is going to accelerate.
1:04  The death of brand is here and it has a voice,
1:07  specifically Alexa.
1:10  Buy batteries.
1:11   Amazon's choice for batteries is Amazon Basics AA batteries 48-pack. It's 13 dollars and 60 cents total including tax.
1:20  Would you like to buy it?
1:23  No.
1:23  I also found a 20-pack of Amazon Basics AAA performance alkaline batteries. It's seven dollars and 61 cents total, including tax.
1:31  Would you like to buy it?
1:33  No.
1:34  That's all I can find for batteries right now.
1:37  All right.
1:38  Check your Alexa app for more options.
1:40  So there's nothing that unusual about a retailer taking advantage of their custody of the consumer
1:46  to trade them off to a private label brand -
1:48  which is what Amazon is doing here
1:50  because when you go on the site in fact you do find that Alexa has more options.
1:54  There are several branded batteries.
1:55  It's just Alexa, without having to bother with the consumer seeing a brand or packaging,
2:00  has decided to omit or let other brands disappear from your selection.
2:05  Also, the pricing is different on Alexa to voice commands than it is on the main platform.
2:11  It seems as if they're taking advantage of this lack of transparency to charge more.
2:16  We'll see.
2:17  I feel insignificant sitting in front of this.
2:24  So just as the media was fascinated with the fight between Muhammad Ali and Antonio Inoki, the famous wrestler 40-plus years ago,
2:40  the media is missing the point today
2:43  and focused on the fight between Walmart and Amazon, who compete against each other, but not really directly
2:48  as Walmart owns the rural customer and Amazon is clearly going after the urban wealthy.
2:52  The real victims here? The people hurt by Amazon? Likely brands -
2:57  specifically CPG brands.
2:58  Amazon's algorithm finds the lowest unit price for a given product and then applies it.
3:04  If Costco sells a 10-pack of toilet paper for $10, Amazon notes the price per roll is $1,
3:11  forcing Walmart, which aims to have the lowest price on 80% of its products, to do the same
3:16  which in turn, Amazon and Walmart force their manufacturers to lower their price,
3:22  telling them to stop marketing and start cutting prices
3:25  which is the equivalent of a payday loan in the world of marketing:
3:28  it works in the short run,
3:31  but over the long term you end up broke.
3:32  If you don't play ball,
3:34  Walmart will limit your distribution and create its own rival products
3:37  and the Amazon algorithm will literally kick you off the platform in a nanosecond.
3:42  A continued loser: TV networks.
3:44  What best captures the vibe at the recent upfronts?
3:47  A stunned and silent audience
3:49  based on, no joke, the announcement that ABC was bringing back Roseanne.
3:53  Desperation has a name. It's TV.
3:56  Fox registered a 2% gain in viewers this season - if you include sports.
4:00  If you don't, viewership fell 19%.
4:03  ABC viewership declined 8%.
4:06  The network boasts five of the top ten shows in the adult 18-to-49 category
4:10  but only one of them is new.
4:12  The rest are aging franchises, including Grey's Anatomy and Modern Family.
4:15  When ABC launches Modern Family they own it and it's a point of differentiation.
4:19  However the only thing keeping these guys from death's door right now are assets they don't own
4:24  that go to the highest bidder - specifically the Super Bowl, March Madness and the Olympics.
4:29  What happens when, and it will, one of the Big Four -
4:33  Apple, Amazon, Facebook and Google -
4:35  begin bidding on these assets because they can monetize it elsewhere with their infinitely cheap capital?
4:40  You're going to see an incredible decline in television.
4:44  It's surprising how long things take, then shocking how fast they can happen.
4:49  TV is about to enter the shocking phase.
4:52  The only people left watching broadcast ad-supported TV are going to be the poor and the technologically illiterate.
4:59  A few weeks ago we referenced a wonderful nonprofit, Lifeline Syria, that is helping resettle Syrian families in Canada.
5:06  Unfortunately there are now more donors than there are families,
5:10  as Canada has suspended the exemption that allowed these families to immigrate.
5:14  We have instead decided to focus some efforts and raise some money on a wonderful charity called Gather for Goats,
5:20  a worldwide benefit for Syrian refugees living in the desert in Jordan to provide a sustainable source of nutrition and hydration for children in the area.
5:30  Specifically we're going to raise some money and buy some goats for some good people.
5:35  It's strange, it's innovative and we'd like to think it's generous.
5:39  Not bad things to have on your tombstone.

Gather for Goats: https://gatherforgoats.com

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Scott Galloway: Instagram, The Next Facebook? (video)

Scott Galloway: The Next Facebook

Video above published May 11, 2017, by L2inc.com: Scott Galloway on this week's digital winners and losers:

Source: video above

Loser: Facebook, which is rapidly being eclipsed by Instagram.

Winner or loser? About.com, the failed content farm trying to reinvent itself as a collection of niche sites called Dotdash.

Loser: Millennials missing the boat on investing. As many as 80% are not investing in the stock market.

Sources:
(0:23) “Instagram’s Rapid Attack On Snapchat, In One Chart,” Business Insider, April 2017. http://read.bi/2q7d1Ml
(0:23) “Snap Inc. Reports First Quarter 2017 Results,” Snap Inc. May 2017. http://bit.ly/2q6mBzL
(0:27) “Instagram Now Has 700 Million Monthly Users,” Adweek, April 2017. http://bit.ly/2qeUEmd
(0:41) Yahoo Finance, May 5, 2017.
(0:47) “About.com Changes Its Name to Dotdash,” The Wall Street Journal, May 2017. http://on.wsj.com/2q7ktqW
(1:19) “Confirmed: IAC Has Bought About.com From The New York Times For $300M In Cash,” TechCrunch, August 2012. http://tcrn.ch/2q6cTx2
(1:24) “Stock Market Investing is for Old, White Men, According to More Than Half of Millennial Women,” Stash, March 2016. http://bit.ly/1RAoyrv
(1:32) “Investment Insights: Asset Class Return,” BlackRock, 2017. http://bit.ly/2r6yq6T
(1:39) “Robinhood Stock-Trading App Confirms $110M Raise At $1.3B Valuation,” TechCrunch, April 2017. http://tcrn.ch/2q7U2Cp
(1:48) “Millennial Investors Are Getting Smoked On A Tech Stock That’s Crashing,” Business Insider, May 2017. http://read.bi/2pF7TiG
(1:52) Yahoo Finance, May 2017.

Transcript (via YouTube.com):

0:02  Season 2, episode 1 of Mark Zuckerberg hates Evan Spiegel.
0:06  We've seen that Facebook is a loser and Instagram is the winner.
0:10  Facebook copied Snapchat's Stories feature
0:13  and placed it front and center on its interface -
0:15  but no one's using it.
0:17  However, when Instagram introduced the same feature, it was a hit.
0:20  Instagram Stories boasts more daily active users than Snapchat.
0:24  Instagram has 700 million users,
0:27  adding 100 million accounts just in the past six months -
0:30  putting the platform on track to reach a billion users by 2018.
0:35  Instagram has become the all-important growth vehicle
0:37  to substantiate what has become one of the five most valuable companies in the world.
0:43  Winner or loser? About.com.
0:45  The failed content farm is reinventing itself as a collection of niche sites called Dotdash.
0:50  About.com achieved a market value of a billion dollars in the early 2000s with a simple formula:
0:56  leverage user-generated content and optimize it,
0:58  or specifically game it, for Google -
1:01  generating traffic and the ability to sell advertising.
1:05  And then what happened under the cover of darkness?
1:07  Late one night, Google updated their algorithm as they do often
1:11  and immediately About.com was a shadow of itself.
1:16  A year later the company was sold for $300 million
1:18  and it's likely worth a lot less now.
1:21  A loser: millennials missing the boat on investing.
1:24  80% of millennials are not investing in the stock market.
1:27  It is difficult to time the markets
1:30  but over the long term the stock market has outperformed almost every asset class.
1:33  Stock trading app Robinhood,
1:35  which simplifies investing and is targeted to millennials,
1:37  just earned unicorn status with a $1.3 billion valuation.
1:42  Launched in 2014, the app boasts two million users,
1:45  doubling in size since October.
1:47  The most popular stock among Robin Hood's millennial users:
1:50  Chip maker Advanced Micro Devices,
1:52  which fell 18% last week.
1:55  Bottom line:
1:56  you're young, which means you're stupid.
1:59  Really smart decision, young man.
2:00  We can put that check in a money market mutual fund,
2:03  then we'll reinvest the earnings into foreign currency accounts
2:06  with compounding interest
2:08  and it's gone.
2:09  What the f**k?
2:11  The money in your account. It didn't do too well. It's gone.
2:17  We'll see you next week.


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Scott Galloway: Teens as a Forward-Looking Indicator (video)

Scott Galloway: Teens as a Forward-Looking Indicator

Published Apr 27, 2017 by L2inc.com: The best forward-looking indicator for brands? What teens are into this year? Chick-fil-A, Nike, and Snapchat.

Loser: Apple, which convinced 90 million Americans to buy iPhones but can't make them use those phones to pay for products.

Winner: road safety as ride-hailing apps prevent deaths from drunk driving.

Sources:
(0:07) “Teens Throw It Back To The ‘90s With Their Stan Smiths; Spending Shifting To Starbucks, Video Games And Amazon,” Piper Jaffray, April 2017. http://bit.ly/2p9LHxv
(0:24) “Teens Throw It Back To The ‘90s With Their Stan Smiths; Spending Shifting To Starbucks, Video Games And Amazon,” Piper Jaffray, April 2017.http://bit.ly/2p9LHxv
(0:45) “Number of iPhone Users in the United States from 2012 to 2016 (in Millions),” Statista, 2015. http://bit.ly/2pDB8U6
(0:48) “U.S. iPhone Ownership Reaches All-Time High on Strength of iPhone 7,” comScore, April 2017. http://bit.ly/2pDHcM7
(0:52) “An Inconvenient Apple Pay Truth” PYMNTS.com, April 2017. http://bit.ly/2oZ2mkp
(1:02) “Apple Pay Promised to Make Plastic Obsolete. Then Came Wary Shoppers, Confused Clerks,” The Wall Street Journal, April 2017. http://on.wsj.com/2oB9tT7
(1:14) L2 Analysis of Apple App Store data.
(1:19) “An Inconvenient Apple Pay Truth” PYMNTS.com, April 2017. http://bit.ly/2oZ2mkp
(1:28) “New York City Drunk Driving After Uber,” Jessica Lynn Peck, 2017. http://bit.ly/2oDpK9I
(1:35) “Impaired Driving: Get the Facts,” CDC, 2015. http://bit.ly/2j3EUBH
(1:43) “NONE FOR THE ROAD,” The Economist, January 2017. http://bit.ly/2qcq2oT
(1:52) “Uber Basks in Phenomenal SA Growth,” memeburn, February 2016. http://bit.ly/2p7ZlR4
Music: Say My Name (feat. Zyra) - Hayden James Remix http://bit.ly/1lgAHbQ

YouTube.com auto-generated transcript:
0:02  The best forward-looking indicator for brands?
0:03  What teens are into.
0:05  Teens spend more money on food than anything else,
0:08  including apparel.
0:10  Their favorite restaurant? Chick-fil-A.
0:12  Chick-fil-A? Really?
0:13  Taco Cabana or Cinnabon - that's a real fast food chain.
0:17  Athleisure is still in.
0:19  41% of teens cite an athletic brand
0:21  as their favorite clothing label,
0:23  up from 26% last year.
0:25  And their favorite social platform?
0:27  Snapchat.
0:28  I've been told in our comments, no joke,
0:30  that I look like Ryan Reynolds
0:31  when you sort of flick in and out
0:33  of a filter on Snapchat
0:35  and if you're on meth.
0:40  A loser: Apple.
0:41  The most valuable company in the world
0:43  convinced 90 million Americans to buy iPhones
0:45  but it's struggling to get them to use those iPhones to pay for products.
0:49  Just a third of Americans with Apple Pay-enabled devices have tried the service
0:53  and few ever use it again.
0:54  The number of people who used Apple Pay
0:56  more than once in a month
0:58  peaked in March of 2015.
1:00  Apple blames the poor adoption on retailers.
1:03  Let me get this.
1:04  Your PR executives went to the same graduate school as the executives at Pepsi and United.
1:09  It's your fault, retailers.
1:11  Anyways, only five of the 100 brands in our Specialty Retail study
1:15  accept Apple Pay.
1:16  But the real reason the service hasn't taken off?
1:18  Consumers prefer credit cards.
1:21  A winner?
1:22  Road safety,
1:23  as ride-hailing apps prevent deaths from drunk driving.
1:25  After Uber launched in New York in 2011,
1:28  alcohol-related traffic accidents fell by 25 to 35%.
1:32  Every day 28 people in the US die in alcohol-related crashes,
1:37  which account for a third of traffic-related deaths.
1:40  Uber's arrival could be even more meaningful in South Africa
1:44  where almost two-thirds of road deaths are alcohol-related,
1:48  the highest proportion in the world.
1:49  The company grew faster during its first year in Johannesburg and Cape Town
1:53  than London or San Francisco.
1:56  We leave you this week
1:57  with this stunning visualization of New York City commuter trips
2:00  created by Will Geary
2:02  set to my favorite DJ.

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As Netflix Disrupts Movie Industry, Movie Theaters Are The BIG Losers

Scott Galloway's Influencer Debut

Published Apr 6, 2017, by L2inc.com: NYU Stern marketing professor Scott Galloway on this week's digital winners and losers:

Loser: All of us. We spend more time using social media than eating or socializing - and millennials aren't the biggest addicts.

Winner: Quartz, the rare digital news site to achieve profitability.

Winner: Art dealers discovering a new audience on Instagram.

Loser: Movie theaters. As Netflix disrupts the film industry, they're still stuck in the '80s.

Sources:
(0:09) “How Much Time Do We Spend On Social Media?” Mediakix, December 2016. http://bit.ly/2oFfwWJ
(0:13) Nielsen, 2017.
(0:26) “Older Users Are Most Influenced by Ads on Instagram (Report),” Adweek, March 2017. http://bit.ly/2nXjB4g
(0:54) “Mobile-Focused Quartz Manages to Turn a Profit on Digital Journalism,” Crain’s, March 2017. http://bit.ly/2o6TUPE
(1:12) “Advertising: Facebook and Google Build a Duopoly,” Financial Times, June 2016. http://on.ft.com/2fPlRGK
(1:18) “Mobile-Focused Quartz Manages to Turn a Profit on Digital Journalism,” Crain’s, March 2017. http://bit.ly/2o6TUPE
(1:32) “Want to Sell a $24 Million Painting Fast? Instagram for the Win,” Bloomberg, December 2016. https://bloom.bg/2hdfxhD
(1:44) “The Art Market | 2017,” UBS, 2017. http://bit.ly/2nhpLjM
(2:13) Kagan, 2017.

Transcript via YouTube.com in English (Automatic Captions):
0:00  a loser all of us the average person
0:03  will spend five years of their life on
0:05  social media more time than eating or
0:08  socializing it's not just the
0:09  Millennials middle-aged people are the
0:11  heaviest users of social media spending
0:14  seven hours a week on social networks
0:16  who doesn't need Twitter Chuck Norris
0:19  that's right and the old folks are the
0:21  most influenced by instagram ads users
0:24  age 45 through 74 are most likely to
0:27  search for products after seeing
0:29  promoted posts it's crazy that people
0:33  are being paid to be influencers on
0:35  Instagram almost as crazy as the sale at
0:38  Buster's adult emporium and video outlet
0:42  a winner Quartz a media site that's
0:47  actually profitable in 2016 courts
0:50  earned 1 million dollars on 30 million
0:53  in revenue that represents a sixty
0:55  percent year-on-year growth rate a
0:57  digital-first attitude owned by the
0:59  Atlantic who decided not to repurpose
1:01  print articles for a digital age quartz
1:04  is financed entirely by digital
1:05  advertising which sounds like a losing
1:07  proposition as Facebook and Google
1:09  attract eighty percent of ad spend
1:11  however the publication's elite audience
1:13  let's Quartz charge up to three times
1:15  the rate of other news sites the lesson
1:18  here quality content and original
1:20  reporting still matter a winner the art
1:23  world that is learning how to leverage
1:25  new mediums specifically Instagram this
1:28  bosque we offer which one home schoolers
1:31  Les Bois sold for 24 million after a
1:35  Christie's dealer shared it on Instagram
1:37  more than three times what it fetched at
1:39  an auction in 2007 online art sales was
1:43  four percent of 2016 even in the face of
1:46  declining art sales more than half of
1:48  the online sales generated by dealers in
1:50  2016 were made to new clients that had
1:53  never been to their gallery or met them
1:55  in person this portrait going for 23
1:58  million a loser movie theaters which are
2:01  still stuck in the 80s 18 bucks for a
2:04  movie with sticky floors and milk duds
2:06  and yet another blow for theaters
2:08  Hollywood studios are reacting to
2:10  Netflix's success by changing the time
2:13  movie distribution we can see where this
2:15  is headed you're going to be able to see
2:17  any movie the day it comes out you're
2:19  just going to have to pay for it ie
2:20  you're going to need to be rich which
2:22  industry is next up for disruption who
2:24  doesn't pass the 1985 test take me to
2:27  the center of the store spin me around
2:29  and then tell me what decade i'm in
2:31  grocery same bad lighting same unhappy
2:35  workers Whole Foods saw an opportunity
2:37  came in and charged way too much by the
2:40  way that soy milk you've been buying is
2:43  this regular milk introducing itself in
2:45  Spanish--we'll see you next week

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Digital Winners: Nike, Experticity; & Losers: ESPN, Social Media Influencers

Scott Galloway: Nike's Billion-Dollar Bargain

Video above published Mar 23, 2017 by L2inc.com: Scott Galloway on last week's digital "winners and losers"--

• Loser: ESPN, as subscribers flock to streaming platforms and ad revenue declines.
• Winner or Loser? Nike, for its $1 billion deal with Cristiano Ronaldo.
• Winner: Salespeople. With influencers losing trust, brands are now recruiting "expert" salespeople to rep their products.
• Winner: Students turning to GoFundMe to cover the cost of their college educations.

Domains referenced:
ESPN.com
Nike.com
Experticity.com
GoFundMe.com

Sources:
(0:06) L2 Analysis of Business Insider Data. http://read.bi/2ldrPbO
(0:10) “NFL Signs TV Rights Deals with Fox, NBC, and CBS,” Los Angeles Times, December 2011. http://lat.ms/1mZMeM2
(0:10) “Sports Finance,” Gil Fried, Timothy D. DeSchriver, Michael Mondello. http://amzn.to/2mYomL3
(0:15) "ESPN Is Going to Lay Off a Lot of Familiar Faces," New York Post, March 2017. http://nyp.st/2mbgfLj
(0:15) "Source: Looming ESPN Layoffs Have Sparked ‘Panic of Biblical Proportions’ Among Talent," Sporting News, March 2017. http://bit.ly/2nrW7HI
(0:21) “Mobile ESPN to Launch Nationwide in Best Buy Stores,” ESPN, October 2005. http://es.pn/2o98oh6
(0:36) “Cristiano Ronaldo Generated $500 Million In Value For Nike In 2016,” Forbes, February 2017. http://bit.ly/2mUQ62c
(0:42) “Whether LeBron Has A $1B Deal Or Not, Michael Jordan Is Still The King Of Nike,” Forbes, May 2016. http://bit.ly/2nrWEJm
(0:50) “Ronaldo Beats Messi By 800% When It Comes To Return On Social Media For Their Brands,” Forbes, February 2017. http://bit.ly/2mUT8nb
(1:07) TRACKALYTICS, March 2017. http://bit.ly/2nbC9yA
(1:22) “This Company Makes Influencers Out of Everyday People,” Mashable, February 2017. http://on.mash.to/2nrNZqA
(1:27) crunchbase, March 2017. http://bit.ly/2nVJLoJ
(1:39) “This Company Makes Influencers Out of Everyday People,” Mashable, February 2017. http://on.mash.to/2nrNZqA
(1:56) “Do You Hear That? It Might Be the Growing Sounds of Pocketbooks Snapping Shut and the Chickens Coming Home,” AEIdeas, August 2016. http://bit.ly/2nHvdfr
(2:01) Irrational Exuberance, Robert Shiller. http://amzn.to/2o98DZE
(2:04) “GoFundMe for College,” Brittany Gofundme, February 2017. http://bit.ly/2o9bfXm

YouTube.com auto-generated transcript:
0:02  Loser: ESPN.
0:03  The triple whammy of the loss of 12 million subscribers in the past six years,
0:07  escalating costs for the rights to broadcast live sporting events,
0:10  and declining ad revenue
0:13  led ESPN to announce layoffs last week.
0:16  Consumers are not consuming less content.
0:18  They're consuming it in a different way.
0:20  ESPN made early forays into digital
0:22  but never figured out how to move away from expensive on-air talent contracts
0:27  or its dependency on the outdated business model of squeezing premiums from cable providers.
0:32  Winner or loser? Nike,
0:34  who signed a billion-dollar lifetime endorsement deal
0:36  with the Real Madrid soccer star Cristiano Ronaldo in December.
0:40  Ronaldo joins LeBron James and Michael Jordan as the only athletes to reach this milestone.
0:46  This might actually be a bargain for Nike.
0:50  Ronaldo generated half that fee, or $500 million, in value for the brand
0:54  from his social media channels in 2016.
0:57  Ronaldo published 347 posts that mentioned Nike,
1:01  garnering almost half a billion interactions.
1:04  His 120 million fans on Facebook make him the most popular person on the platform.
1:11  A winner: salespeople.
1:12  With social media influencers facing declining trust,
1:15  companies are investing in the credibility garnered from retail salespeople.
1:18  Experticity - what a stupid name - which operates an exclusive social network of more than a million retail experts
1:26  has raised $30 million in venture capital.
1:28  Buy some common sense with that money. Experticity?
1:32  In exchange for listening to brand pitches, salespeople get discounts and exclusive access to products.
1:37  750 brands have signed on,
1:39  including The North Face, Adidas, Nickelodeon, and most recently Reebok
1:44  which is using Experticity to promote a new shoe to serious runners.
1:48  A winner: students.
1:50  Yeah, beer, unprotected sex and football games.
1:52  Tell me something I don't know.
1:54  With tuition rising faster than inflation
1:56  and the average college student facing $37,000 in debt,
2:00  students are turning to online fundraising site GoFundMe to help cover the cost.
2:05  Over the past three years,
2:06  more than 130,000 GoFundMe campaigns for college tuition expenses
2:12  have raised $60 million from 850,000 donations.
2:16  Some notable campaigns: E-Jayy's Compton to Harvard campaign raised $21,000
2:21  and Baltimore native Khalil Bridges' campaign to attend community college

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