Post Corona: The Four

Tech Giants

Scott Galloway explores the post-pandemic landscape for major tech companies, highlighting how Amazon, Apple, Facebook, and Google are poised to emerge stronger. He emphasizes that the pandemic has accelerated existing trends rather than creating new ones, with these companies leveraging their substantial cash reserves to navigate the crisis. Scott notes that Google, for instance, has enough cash to buy major companies like Boeing and Airbus outright.

Covid-19 isn't changing anything, it's only accelerating. The future is just happening faster.

--- Scott Galloway

Amazon, in particular, is expected to become the first $2 trillion company, benefiting from increased consumer spending facilitated by government stimulus packages 1 2.

   

Ad Revenue Shift

The pandemic has significantly impacted advertising revenues for tech giants like Google and Facebook. Scott Galloway explains that while these companies face a decline in ad prices, it presents an opportunity for businesses in good shape to capitalize on lower costs for customer acquisition. He predicts a sharp downturn followed by a rapid recovery for these companies, as they adapt to the changing market dynamics.

You're going to see the ultimate v here. You're going to see a violent turn down. And the rip back upwards is going to be equally bloody and violent.

--- Scott Galloway

This shift in advertising dynamics is creating a new landscape where traditional media like radio are losing ground to digital platforms 1 3.