Scott Galloway
Seeking Alpha
New York, NY, United States
Contact Scott
Discover and connect with journalists and influencers around the world, save time on email research, monitor the news, and more.
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Past articles by Scott:
Disinflation
Inflation is in fact receding, for the same basket of reasons it went up - not math, but markets. → Read More
Elephants In The Room
Amazon, Google, Meta, and Snap all missed big on earnings. The common theme? Ads. Or lack thereof. In a surprising turn of events, ads have become Big Tech’s Achilles’ heel. → Read More
Bottom's Up?
Only 10% of the nation feels positive about the economy, and last month, consumer sentiment hit a record low. Read more. → Read More
Prime Health
Amazon announced its plans to acquire primary healthcare company One Medical for $3.9 billion. I believe this deal represents the catalyst for a significant societal unlock. → Read More
Trustless
Last week, crypto lending platform Celsius (CEL-USD) announced it was pausing all withdrawals and transfers between accounts. → Read More
The Future of Television. What my string of adventures in TV have…
What my string of adventures in TV have taught me about the medium → Read More
Roblox And The Dispersal Of Creativity (Private:RBLX)
The second in a series about one of the most accretive paradigm shifts in our economy since globalization and digitization - dispersion. → Read More
The Great Dispersion
The trend that encapsulates the greatest reshuffling of stakeholder value in recent history is the Great Dispersion. → Read More
Twitter/CNN
TV news organizations including NBC, Fox, and CNN are television stations that also have web sites. But the linear television business model is eroding, and they, like the Times a decade ago, need to double down on digital and make a move to subscription. → Read More
Twitter & Elections
AT&T and Time Warner - it's time to acknowledge this is a failed acquisition. The telco is now paying a conglomerate tax where the disposition of media assets would be accretive. → Read More
Disney's Carousel Of Progress & Facebook
The Senate's hearing this week - set to delve into the future of internet regulation - was a squandered opportunity. → Read More
AirbnBaller (Private:AIRB)
The most valuable private firm in America is Airbnb. I believe this time next year, Airbnb will be the most valuable hospitality firm in the world and one of the world’s 10 strongest brands. → Read More
Tulips To Tesla
Financial crises have many causes, but generally they boil down to a few key elements. Story stocks are the new tulips, and Robinhood is the E*Trade of our age. → Read More
Unleash The Mouse (NYSE:DIS)
The biggest unlock of shareholder value from 2005 to 2015 was digital technologies that increased choice. → Read More
PalanThiel: The Uncola (Private:PLTR)
The firm attempting to position itself as the non-tech tech firm is Palantir, who filed for a direct listing last month. → Read More
Microsoft + TikTok = No Freaking Way
Twitter’s stock rose 5% after news broke of its interest in TikTok. Shares closed lower as the market likely realized that Twitter doesn’t have the balance sheet or leadership for a merger of this size. → Read More
Fire & Fawning
Apple, Amazon, Facebook, and Google CEOs are scheduled to testify in front of the US House Judiciary Antitrust Subcommittee. → Read More
Let's Get Ready To Rundle
Most stakeholder value is a function of firms benchmarking, copying, or stealing other firms’ great ideas: improving them, putting more wood/capital behind the arrow, or placing it on broader platforms. → Read More
Four Weddings And A Funeral
A weak DOJ and accretion of market cap for the biggest tech players make 2020 a year for high-profile acquisitions (weddings) and one spectacular failure (a fun → Read More
The 4th Great Unlock
An unlock is the discovery of an accelerant for the brand, product, or service invisible in plain sight.In the last 20 years, there have been three unlocks in the business world that have created over $500 billion in shareholder value.I believe the fourth was revealed last week.Jeff Bezos is developing the earth's first "vaccinated" supply chain; the genius here is breathtaking. → Read More