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Observations

From Lockdown To Consolidation – How Apple, Google, Amazon, Facebook, Microsoft are using $557B

While many companies are going through layoffs, struggling to raise funds, the big five companies (Apple, Amazon, Microsoft, Facebook, Google) are becoming more active to consolidate the market. They’ve added 61% to the market cap just in 2020 and are ready to consolidate the market. How to win in this environment? Learning from Airbnb, Netflix,…Continue readingFrom Lockdown To Consolidation – How Apple, Google, Amazon, Facebook, Microsoft are using $557B

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Observations

Streaming like there’s no tomorrow

A rising tide lifts all boats – unless they crash. Netflix service was down last week in Europe and the US, Twitch experienced an outage this week. While infrastructure providers are struggling to keep up, online streaming consumption is growing rapidly. The new circumstances have opened up a significant amount of spare time: average American…Continue readingStreaming like there’s no tomorrow