Thread by @section_four

Predictions are useless but predicting is invaluable (scenario planning)
— @profgalloway #2020predictions

#Snap is less corrosive / damaging to teens
#Tesla trades at 3x the value of auto companies, worth more than Ford & GM combined, dramatically overvalued
#SherylSandberg 2nd best paid person who does the most damage (after Zuck)—she's erased from FB like Trotsky from photos

#HBOMax = like going to the Louvre & saying "let's scale this"—biggest brand blunder of 2018
#AWS is worth more than #Amazon—will be spun out
Choice is a bad thing, people want less choice but to be confident in the choices they're making

#Retail has been a terrible place to work in 2018 — #Amazon has sucked half a trillion dollars out of the sector
In London/NYC there's a camera on you 90% of the time

#WeWork will be a bankruptcy sometime next year (2021)
Adam Neumann = best negotiator of the decade (extortion)

#HQ2 since #Amazon "pulled out" of NYC, they've added 3K jobs, at a rate to outpace 25K jobs dangled during #HQ2 talks. #Bezos is the largest welfare queen in US history.

#Libra is going nowhere; another company, more trusted than Facebook, can/should come up with a stablecoin, micropayments is a huge opportunity.

#2020Predictions:
Disney+ wins first round of the #streamingwars.
Where resources go, there follows quality

#Apple stock +20-30%

#Amazon will be a major player in #healthcare

Secondhand retail will be bigger than fast fashion within 7 yrs

#Uber can end up in a liquidity crisis within 3 yrs — #yogababble #fraudsplaining — different set of finance metrics "segment-based EBTDA"

#2020Predictions

Companies poised to do well in 2020: #Shopify, #Roku

#FedEx either acquired or down 30%+ within 36 months — #Uberification of their employees

#SoftBank Vision Fund 2 will not happen

#2020Predictions @profgalloway

By 2025 Texas & Florida will go blue, due to emigration from Dem states

#2020Predictions @profgalloway