Quantity or Quality Positioning Divide
It’s earnings season, and the narratives coming out of financial reports from the big players—Facebook, Amazon, Google and so on—went really as expected. The biggest surprise or shift, however, was the recent success of Snap Inc. and the continued success of Twitter. The two platforms are, for now at least, starting to emerge from the shadow of the 800 and 900 pound gorillas in the room, the digital duopoly that is Facebook and Google.
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