The Four Horsemen: Amazon/Apple/Facebook & Google - Who Wins/Loses (Scott Galloway, L2 Inc.) | DLD15

DLD Conference

Why leaders watch it

Compares competitive positions of four tech giants, useful for thinking about moats and where incumbents are vulnerable.

Scott Galloway's DLD15 talk assessing the competitive positions of Amazon, Apple, Facebook and Google. He argues about where each is strong and weak, including Amazon's need for physical retail.

Takeaways

• Each giant has a distinct source of advantage
• Physical retail matters for Amazon's reach
• Competitive positions shift with platform changes

Topics: Strategy & competitive advantage, Company case studies

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