TBTF is a term usually applying to companies like banks and Beoing, that have to be rescued due to some kind of economic importance.
These companies will not fail, but could face existential headwinds that no amount of money will 'fix'.
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"Netflix has some of the worlds brightest minds in data science"
Their data science is a 3rd tier issue. #1 is their incumbency, #2 is the content they produce.
-> Netflix 'problem' is increasing competition from HBO, Disney and others.
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"Apple is one Supreme Court ruling away from ending their App Store monopoly that could disrupt the entire world"
No, their App Store will do just fine. They will reduce their 30% cut to something lower and companies will stay there because of the distribution opportunity: being in App Store will mean considerably more downloads.
-> Apples 'problem' is that their iPhone is slowly becoming a commodity - there's only so many ways to 'improve' upon it and those margins will probably come down.
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"Google and Facebook both lost a key ability to micro-target on their ad platforms"
No, they have not, they have enough data.
-> Facebook's problem is that FB usage is going down, Insta is a bit stagnating and they have little to replace it with.
-> Google's problem is that they have no obvious new products on the horizon to grow and that it's possible DDG and others may actually start to eat away at them (probably not, but possible).
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"Amazon is about to enter a decade of unionization all over the world."
Probably not so much, and, rules are entirely different around the world.
Amazon's problem is that it's never been profitable and there's only so many ways to make that business work.
As fast delivery and one-click purchase work out in regular retail, AMZN advantage is limited.
AWS however, the profit base doesn't show any signs of slowing down.