Post Corona: The Four | No Mercy / No Malice

Big tech (even Facebook) has stepped up and filled the void created by a level of federal incompetence that, on a smaller scale, would be deemed involuntary manslaughter. The Four are being solid citizens, and their employees are demonstrating grit and courage (e.g., Amazon warehouse workers). Unsurprisingly, big tech is using this cloud cover to l... See more

Google goes sideways to up. Facebook sideways to down, as every lie they’ve told is a debt to the truth, and that debt is coming due. Libra is dead, and while they should be the primary platform at the epicenter of a vast state-sponsored virus tracing effort, they are not. It’s no accident the social media firm was excluded from Apple and Alphabet’... See more

Radio advertising is projected to decline 14% in 2020. Covid-19 has a mortality rate of 4.1% in the US (note: this may decline dramatically as we get our act together on testing). Among US media firms, the death rate will be 10-20%. Firms ranging from Condé Nast to Viacom are furloughing/laying off people as Facebook and Google ramp up hiring. How ... See more

Search terms and ads on Google/Facebook have plunged 20% in the last 30 days. The recovery will be equally as bloody … upward. The duopoly’s share of the digital ad market is predicted at 61% in 2021.

The Four — Amazon, Apple, Facebook, and Google — are an invasive species that, over the last decade, have compromised the immunities of the retail and media sectors. Spend has rushed toward digital, where apex predators take 1 of 3 e-commerce dollars (Amazon) and 2 of 3 digital marketing dollars (Google/Facebook). Covid-19 is just finishing the job... See more