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Value_Biased
@ValueBiased
, 6 tweets, 2 min read Read on Twitter
$AMZN ad revenue still small vs $FB & $GOOG but growing nicely
Big 3 share of digital advertising set to climb even higher over the next three years
While the "other" share of the digital ad market is set to continue its decline
Still lots of room for digital to grow at the expense of legacy ad verticals
While the percent of worldwide ad share held by digital is quickly approaching 50%, the dollar value of the market is growing nicely
$AMZN ad business + AWS = the best growth story in tech
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Value_Biased
@ValueBiased
Some great stuff from KeyBanc on the cloud opportunity over the next decade for $AMZN & $MSFT. While the shift to the public cloud has been well documented, slides like these show how early we are in this massive transition.
Read 6 tweets

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covert_extrovert
@ExtrovertCovert
1)@realDonaldTrump @WhiteHouse @POTUS
#QAnon No. 3080...
The "Freedom" flag has morphed into its new label "Freedom_Justice" flag ==> #Phase3 [ ! ]
2) #QAnon No. 3081...
Link 2 #DailyMail ==> 'Delete Facebook NOW': #WhatsApp co-founder accuses MZ of trading privacy for revenue after allowing ads on the platform
#BrianActon urged people to 'delete' their #FB accounts now!

It's now widely know that it's a #Clown front for
3) #MetaData collection & not the wonderful social networking tool the world's populous has been led 2believe.
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Hopefully the word is spreading & people are taking action 2free themselves form this web of deceit.
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Nader Dabit
@dabit3
1/19
It's been a week since "Cloud Programming Simplified: A Berkeley View on Serverless Computing" was published & I've had some time to think about & read through it.

If you don't feel like reading the entire paper, check out this thread for my take:

www2.eecs.berkeley.edu/Pubs/TechRpts/…
2/19
At the beginning they make a clear distinction between serverless and the traditional approach, which they call serverful cloud computing.

They say that "..these two approaches represent the endpoints of a continuum of function-based/server-centered computing platforms"
3/19
This sentence:

"In the cloud context, serverful computing is like programming in low-level assembly language whereas serverless computing is like programming in a higher-level language such as Python."

Never thought of it that way but makes total sense & is compelling.
Read 19 tweets
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Matt Elliott
@GraphicMatt
Toronto’s staff-recommended 2019 operating and capital budgets are set to launch this morning. Streaming live here:
Things we know about this budget:

1) Mayor John Tory and Budget Chief Gary Crawford have promised a residential property tax increase at or below inflation
2) They’ve also promised no service cuts
3) Land transfer tax revenue is not the cash cow it once was
City’s 2019 budget presentation is now online: toronto.ca/legdocs/mmis/2… (PDF)
Read 26 tweets
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Ryan Caldbeck
@ryan_caldbeck
1/ Much like in Media, in Retail/CPG “Content is King.” We are headed towards a world in which retailers must deliver unique products/experiences that meet fragmenting consumer tastes. Problem is they are set up to deliver the mass products just at a lower cost.
2/ Pipes used to be king. How to deliver similar content. Today content is King. @netflix buying everything interesting and able to target non-mass tastes very effectively, @amazon starting own shows. Gotta be terrified if you run programming for @nbc
statista.com/chart/11114/ne…
3/ In CPG/retail story is similar. As the pipes (i.e. stores) in CPG have been commoditized, experience has become king. Best way to beat AMZN/WMT on experience is discovery of… you guessed it – content. Meaning the brands themselves that line the shelves are what matters.
Read 15 tweets
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Mike Shellenberger
@ShellenbergerMD
1. This is the story about a real-world "Elysium" — a state which has the highest levels of poverty & inequality in the country but whose residents have convinced themselves that they are behaving ethically, protecting the environment, and fighting racism.
2. Everyone believes California is our most progressive state. And why not? It imposes the highest tax on the richest one percent. It is aggressively implementing Obamacare. And it is standing up to President Donald Trump on everything from immigration to the environment.
3. And yet the Golden State is also number one in poverty & inequality. How can this be? Around the world, progressive nations like Sweden and France, which redistribute wealth through high taxes and generous social welfare policies, boast of less inequality than other nations.
Read 47 tweets
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NotMyPresident
@ironstowe
THREAD

#Trump #Russia #MoneyLaundering #Mogilevich #RussianMafia
1 .In 1981, David #Bogatin arrived in #NewYorkCity, #Bogatin was a former pilot in the #Soviet Army, and shot down #USA planes during the #VietnamWar, he arrived in #NewYorkCity broke.
2. Three years later in 1984, David #Bogatin bought an apartment in #TrumpTower on Fifth Avenue, paying $6 million to buy five luxury condos. #Trump personally attended the closing, along with #Bogatin.

books.google.se/books?id=ZQ_9C…
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