Post Corona

This is a function of weak balance sheets and investors who have lost patience—the same culling we can expect in most industries. Also, being trapped at home increases inventory for Facebook and Google advertisers. Yes, you are “inventory.”

How have they done it? The algorithm is this: innovate, obfuscate, and exploit.

that entire industries become loss leaders (“features”) to differentiate and protect the antimatter.

Streaming video adds momentum to the flywheel. Movies and entertainment evoke powerful emotions. The NPS score (consumers’ emotional connection to a company) is negative to zero for ecommerce and internet companies, but it’s strong for SVOD (streaming video on demand) companies. Loving Fleabag means you’re more likely to buy your next toaster from

In December 2019, I purchased 330,000 shares and wrote an open letter to Twitter’s board of directors, which can be found at profgalloway.com/twtr-enough-already.

colleagues and being friends with people for money. The services industry is prostitution, minus the dignity. If you spend a lot of time at dinners with people who aren’t your family, it means you’re selling something that is mediocre.

Companies with cash, with debt collateral, with highly valued stock will be positioned to acquire the assets of distressed competitors and consolidate the market.

time will build your NPS (Net Promoter Score) more than flowery marketing language about “these unprecedented times.” Cut to the chase, make your site as efficient as possible, save me time.

Bezos told investors that the $4 billion in profits they were expecting would be reinvested. The investment had a theme: Covid-19. Specifically, Bezos outlined a vision for at-home Covid tests, plasma donors, PPE equipment, distancing, additional

None of this is new, at least in the minds of futurists and science fiction writers. But the barriers of capital cost, regulation, and entrenched special interest have been immovable objects. The pandemic swept them aside in weeks. In spring 2020, doctors across the country were seeing patients in online sessions and being reimbursed by Medicare an