Nov 9, 2018 · Episode 8

Amazon’s HQ2 was a con, not a contest

3 predictions · 0–3 · 0% accuracy

Scott's predictions3

The consumer market will consolidate so that a small number of major brands (e.g., Nike, Walmart) offer 'recurring revenue bundles'—Amazon-Prime-like subscription programs covering things like apparel, fitness, and health care.
“So this is more macro, but I think the consumer world is gonna distill to a small number of what I call recurring revenue bundles.”
Markets · Judgment call · by Nov 9, 2021 (inferred)
Didn’t happenResolved Nov 2021
The consumer economy will consolidate into roughly four or five dominant 'recurring revenue' brand networks, each anchoring a category such as media, apparel, travel, and health.
“It's gonna be a series of four or five small networks. One for your media, one for your apparel, one for your travel, one for your health.”
Markets · Judgment call · by Nov 9, 2021 (inferred)
Didn’t happenResolved Nov 2021
One of Airbnb, Expedia, or Four Seasons will develop a recurring-revenue travel bundle/subscription service.
“Yeah. But think about how many places I could go. Airbnb... It's either gonna be Airbnb or Expedia or another... The Four Seasons is another kind of brand that could probably come up with a recurring revenue”
Markets · Either/or · Judgment call · by Nov 9, 2021 (inferred)
Didn’t happenResolved Nov 2021