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Winner Takes All

Big idea: The Digital Giant Ethos

Today's Startups Are Designed To Be Monopolies On Day One From day one, startups are designed to dominate markets, overthrow existing Fortune 500's, and emerge as a monopoly. Sector after sector has become a winner-takes-all — or two-winners-take-all — bloodbath:
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The Road to $1 Trillion in Market Cap

News Analysis: Crypto FOMO and Bitcoin's Rise Into the $1 Trillion Club

Crypto FOMO Drives Capital Flows Out Of Big Tech (For Now) Retail investors have taken money out of the equity market and rotated into crypto to catch the wave. With all crypto's now worth more than $2 Trillion in market cap and Bitcoin standing out at $1 trillion, this poses a risk to the US dollar dominance as the reserve currency.
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Google Cloud Industries Leadership

Event Report: Google Cloud Industries Analyst Day

On March 31st, 2021, Google Cloud hosted an industry vertical analyst roundtable. Google Cloud CEO, Thomas Kurian, opened up the day with a warm introduction on the role industries will play in the growth of Google Cloud. Lori Mitchell-Keller, VP of Industry Solutions shared how Google Cloud differentiates its approach to Industries with customers.
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Google Facebook vs EU Canada Australia

News Analysis: Big State vs Digital Giants Battle Over News Access And Compensation

Sharing Links Is The Foundation Of The Internet When Tim Berners-Lee set the specifications of URLs, HTTP, and HTML protocols for the world wide web, he set off how information would be shared on the internet. In fact, the foundation and spread of the internet has come from the free sharing of internet links across a free and open internet. The sharing and compensation of these links is at the heart of the battle among governments and news publishers with the digital giants.
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Varney & Co 20210202 Amazon Google Fox Business

Digital Giants Market Analysis: Amazon | Alphabet Google Q4 2020 Earnings

Digital giants Amazon and Google report earnings. As pandemic winners, both venerable big tech titans have shown the resiliency of their business models and their ability to enter new monetization models.
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Research Report: Inside Constellation's 2020 Enterprise Awards

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Monday's Musings: Inside The Five Levels Of Autonomous Enterprises

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Research Report: Inside Constellation's 2019 Enterprise Awards

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Event Report: Apple Formally Launches Services Strategy #AppleEvent

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Event Report: #Think2019 Showcases IBM's Shift Back From Software To Services

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