Winners & Losers February 22, 2018

Let’s Play Monopoly

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Pass Go, collect $200, and go bankrupt as big tech buys all the properties.

Sources:
(0:17) “Amazon To Launch Delivery Service That Would Vie With FedEx, UPS,” The Wall Street Journal, February 2018. https://goo.gl/9cSryV
(0:25) Yahoo Finance.
(0:36) “Amazon's New Delivery Program Shouldn't Hurt FedEx, UPS,” CNET, February 2018. https://goo.gl/9cSryV
(0:47) “FedEx: Long-Term Financial Goals Pre-Fiscal 2Q18 Earnings,” Market Realist, December 2017. https://goo.gl/9cSryV
(0:47) “Amazon's New Delivery Program Shouldn't Hurt FedEx, UPS,” CNET, February 2018. https://goo.gl/9cSryV
(1:07) “Amazon Starts Flexing Muscle in New Space: Air Cargo,” Reuters, December 2016. https://goo.gl/9cSryV
(1:54) “Apple Music on Track to Overtake Spotify in U.S. Subscribers,” The Wall Street Journal, February 2018. https://goo.gl/9cSryV
(2:00) “Apple Music Struggles to Keep Pace With Spotify’s Growth,” Statista, February 2018. https://goo.gl/9cSryV
(2:06) “1 Billion Apple Devices Are in Active Use Around the World,” The Verge, January 2016. https://goo.gl/9cSryV
(2:17) “Apple’s New App Store Rules a Big Boon for Netflix, Hulu & Co.,” Variety, June 2016. https://goo.gl/9cSryV
(2:22) “Paying For Spotify Through Apple,” Spotify. https://goo.gl/9cSryV
(2:30) “Spotify Says Apple Won’t Approve A New Version of Its App Because It Doesn’t Want Competition for Apple Music,” recode, June 2016. https://goo.gl/9cSryV
(3:07) Census Bureau.
(3:11) “The U.S. Listings Gap,” Credit Suisse, U.S. Global Investors.
(4:00) U.S. Senate, Commerce, Science And Transportation Committee Hearing, February 14, 2018

Episode 163

Scott Galloway Founder, L2 inc; Professor of Marketing, NYU Stern

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