Twitter — BLOCK & TACKLE — Thomas De Napoli

Jeffrey Katzenberg’s short-form streaming startup, Quibi, is raising another $1 billion as they prepare to enter the red ocean of competition for bite-sized pieces of our attention.

StrategyThomas De NapoliMay 16, 2019Quibi, Katzenberg, Disney, AT&T, WarnerMedia, NBCUniversal, The Daily, Twitter, Instagram, Spotify, Netflix, Hulu, Apple TV+

The 1 Hot Take You Should Read About Amazon HQ2

My hot take on another hot take on the hot topic of Amazon, HQ2 and subsidizing private industry with public money. It’s a Möbius strip of hot takes.

StrategyThomas De NapoliFebruary 17, 2019Amazon, AMZN, HQ2, Long Island City, Jeff Bezos, Barry Ritholtz, Socialism, Subsidy, Billionaire, Taxes, Apple, APPL, Google, GOOG, Twitter, Wealth, Andrew Cuomo, Bill DeBlasio, Michael Gianaris, AOC, alexandria ocasio-cortez, alexandria ocasio cortez

The 1 Thing That Tells Me Facebook is an (Unstoppable)* Juggernaut

Despite bad press, pending government regulation and hot takes by the chattering class, Facebook stock is having an incredible run. But something I saw on the subway the other day is the leading indicator why I think they will be a force for the foreseeable future.