Franchi's Five

 

Entrepreneur, investor, and former 212NYC Board member Eric Franchi curates and comments on interesting reads from the world of marketing and media in his a weekly newsletter The IO

From his most recent observations, here are five of our favorites:

 
1. The Facebook Brand (Ben Thompson/Stratechery). Some historical perspective on Facebook and data, and where this is all going in the wake of the Cambridge Analytica fallout.
 
 
2. Ad Tech Isn’t Overpriced (Andrew Shebbeare/Adexchanger). Something that never made sense to me about the “ad tech tax” narrative is that it ignores the value created. This piece articulates it well.
 
 
3. Data Suggests Surprising Shift: Duopoly Not All-Powerful (eMarketer). Interesting - eMarketer is shifting forecasts for FB and G downward, as Amazon grows.
 
 

4. Apple, Alphabet and Amazon are in a race to become the world’s first trillion dollar company, in that order. (H/T Howard Lindzon for the chart).

If you look at it as a function of shortest distance to go to get there, Apple seems to be the reasonable bet. If you look at it as a function of sheer momentum, it could be Amazon. But then again, who would ever count out Alphabet.

3 potentially trillion dollar companies. 2018 so is crazy.

 
 
5. Goodbye, Boys Club: Female Advertising Leaders Partner With Time’s Up (Lindsay Stein/AdAge). 180 C-suite female ad execs have partnered to launch Time’s Up/Advertising. This is important.