Fear of FANG
About This Episode
Everyone’s freaking out about tech companies. What they mean by “tech companies,” of course is the combination of Facebook, Google, Twitter, Amazon, and maybe Netflix. They (mostly) mean companies who are using tech to disrupt their industries (media, retail, entertainment) and using the business models of tech companies. The line is, to be sure, fuzzy, but these are not companies that make their money from selling hardware, software, or even IT services (like Microsoft, Oracle, Red Hat, SAP, Pivotal, etc.).
This week, we look at one write-up of this freaking out from The Economist. They also have a smaller version in their “Leaders” section. As always, there are much more extensive, detailed show notes available as well.
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