To kick off Season 3 we did our first ever live recording, in front of the classroom of my Intro to Product Management class at Columbia Business School. We just set up a mic and went for it! Now everybody can have a taste of the classroom experience.  I have to say, it was way more fun to record with a live audience of 80 students, in a big beautiful room at our new Manhattanville campus, instead of by myself, in a small office.  We talked about Meta's record stock drop, Amazon's record gain, Apple's intense defending of its fully integrated stack, and how all three companies are trying to achieve verticalization, at scale. Thank you to the students who helped to make this a successful experiment. Season 3 is off with a bang! – PC Links Meta’s market value plunges by $230 billion in one day Amazon surges with record $190 billion gain in value Amazon has a $31 billion a year advertising business Facebook Feels $10 Billion Sting From Apple’s Privacy Push Our new classroom Disclaimer I hold $AAPL and $AMZN. This content is for informational and entertainment purposes only and is not financial advice.