I got to go back on Bloomberg TV’s Surveillance show (this time with Ken Sena of EverCore Partners) with Tom Keene, Sara Eisen and Scarlet Fu- sharp and witty bunch, always fun. They asked us about LinkedIn, Twitter and Apple… and I gave some controversial opinions that are worth at least as much as you’re paying for them
That said, let me expand my thoughts a bit:
- LinkedIn: I think they have very solid business fundamentals and are doing a great sales job to the recruiting industry. They have multiple ways to make money on their data, and they have the best resume-related data online.
Twitter: I’m not a huge fan, because I think they don’t have strong positioning versus LinkedIn and Facebook, which have strong B2B and B2C marketing offerings. Twitter is ok for bloggers, journalists and celebrities, but not my first choice for anything. I used to be a big fan, but they were too slow to evolve their offering from 2009 to 2011 and still haven’t improved it much.
Apple: Again, only my opinion as an armchair CEO/CMO and a consumer… I don’t completely understand Apple’s cult-like following (it’s always reminded me of a political party or religion to me) , but it may be related to their roots in education (college) and innovation. Without Steve Jobs, the biggest question is whether they remain leaders in the tech device marketplace. If not, Samsung and Windows can steal a fair amount of mobile and OS business from them. While in Norway, I was at a Microsoft event and saw what Windows 8 on a Samsung Mobile device was like, and it was much cooler than I expected. I think if all Tim Cook does is maintain the status quo, Apple will have some down years.
Click on the picture to go watch it!