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Without looking it up iirc... right now Apple, 1977? 43y old Amazon, 1994, 26y old Google, 1998, 22y old Facebook, 2004? 16y old Lindy effect expectations: 2063, 2046, 2042, 2036 🤔.
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GOOG: media corp w/ a marketplace to connect small properties to advertisers FB: media property that provides a shortcut to connect orgs to their community AMZN: logistics & distribution corp connecting buyers & sellers AAPL: tool corp connecting users to the above
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always forget how much is hosted on aws, and how well they handle delivery and logistics amzn seems the most likely to keep refining their process with an extremely calculated amt of risk i don't expect them to transform in some massive way but that's just my feeling
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Tough one. Google/Amazon might be broken up or switch up their style/direction/mediums of focus enough to be unrecognizable (e.g. if google becomes just ads and loses search). Apple otoh just has a very distinctive style which could outlive any technological edge
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Funny how everyone agrees FB will be first to go. Too dependent on trends. Also I don’t get the sense they offer anything unique technologically, unlike Google for example.