I have been following a number of companies for a long time, among them the usual suspects: Apple, Google, Facebook and Amazon. I have been posting on them also numerous times, just see my blog index or search.
Daring Fireball had a link to this video: “The Four Horsemen: Amazon/Apple/Facebook & Google–Who Wins/Loses (Scott Galloway)”. It is 15 minutes well worth of your time.
Scott Galloway presents at a feverish pace on who of these four horseman he thinks will do well or not. Some very interesting insights. I like his view on single play and how Apple has moved from appealing to our brain, to our hart and now to an even lower part of our bodies.
Spoiler: he thinks Apple and Facebook will do well, Google and especially Amazon less so. I agree to a large extend but I think Facebook in the end will not be able to gobble up the social networked internet as a closed environment.