"Most importantly, outside of China, these four companies own more data about what we do online and also control many of the important channels to reach us in the digital world" What do you mean by this? China has more data than all four monopolies combined?
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Great summary
@fredwilson -
Thanks Marcos. Feliz Ano Nueovo!
Kraj razgovora
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Another mega trend: intersection of real world assets and internet economy. Largest asset class, real estate, finally being disrupted through tokenization. Aggregators like Uber/Doordash leading to rise of ghost kitchens, KaaS models. Tech is changing how we use real world space
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Thanks for this list. Some additional things to consider - 1. Streaming - Netflix, Prime, Hulu, Disney+ - and cord-cutting 2. Tech companies getting into original content creation 3. D2C brands 4. MeToo Movement 5. Increasing political polarization aided by the internet
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Would love to see a similar list from
@benthompsonHvala. Twitter će to iskoristiti za poboljšanje vaše vremenske crte. PoništiPoništi
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There's nuance to the 'capital as moat' lesson. First to scale (via cash) in a space w/network effects and good economics wins when capital backs off of #2. That's how GRPN won its space. What we saw is cash thrown at biz's w/so-so economics in a capital rich environment.
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It’s odd that you didn’t mention media in the 2010s (only obliquely via subscriptions): death of optical media, rise of streaming & golden age of scripted tv, podcasts huge 2nd act, convenience (not regulation) killed media piracy, in infinite choice world: discovery > delivery.
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Love the thought-provoking musings. (4) Curious about evidence other than anecdotal behind statement that “a subscription overload backlash is emerging”. I’ve heard people say that ... but it goes against my own anecdotal observations.
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