Shows
Winner Take AllFintech & Payments in B2B Distribution - Interview with Bar Geron, Co-Founder & CEO at BalanceAlex Moazed speaks with Bar Geron, founder of Balance, a fintech company that focuses on digitizing B2B e-commerce payments by developing one-click checkout payment tools.
Balance was co-founded by Bar Geron and Yoni Shuster, who were former employees of PayPal, the company helps B2B e-commerce merchants and marketplaces to get paid instantly, process any payment method, and offer flexible terms. Balance has raised $87 million in total funding, including a recent $56 million Series B funding round led by Forerunner. The company works with hundreds of merchants and dozens of B2B marketplaces, targeting...
2023-05-0436 min
Winner Take AllLessons on Disrupting The Media Industry | Mitch Lowe - MoviePass CEO, Netflix Exec, RedboxApplico CEO Alex Moazed and Director Nick Johnson sit down with 3 time tech disruptor Mitch Lowe. Lowe is known for heading up MoviePassas CEO, being a founding executive at Netflix, and President of RedBox. Mitch has detailed his amazon journey from high school dropout to tech executive in his new book Watch and Learn: How I Turned Hollywood Upside Down with Netflix, Redbox, and MoviePass—Lessons in Disruption. We asked Mitch about the new relaunch of MoviePass, the role Web3 will play as media evolves, how he managed the enormous growth MoviePass experienced, what COVID would've done to the subscripti...
2022-09-0643 min
Winner Take AllWinner Take All #192 | Food Delivery Fintech, Mods Want Pay, Platforms vs Inflation, Rogan Off GettrAlex starts the show looking at a CNBC story that claims ultra-wealthy investors are buying platform stocks as a hedge against inflation in the United States. Next, a look at the unpaid army of moderators that run platforms like Reddit and Wikipedia. Alex analyzes how much power these users hold and whether or not platforms should be paying them. Also covered in this episode, why food delivery platforms are adding in fintech functions and reports that Joe Rogan already hates alt-tech social platform Gettr.
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01:42 - Platforms companies an inflation hedge?
2022-02-0131 min
Winner Take AllWinner Take All #190 | Metaverse Acquisitions, Taxi Medallions, China VC DeclinesAlex starts the show with a look at the metaverse acquisitions Facebook has been making and whether or not Mark Zuckerberg can just buy Roblox. Next, Alex explains why he loves Rocket Mortgage's move to buy TrueBill, a personal finance suite for users who'd like to track spending and rid themselves of delinquent subscriptions. Also covered, why China is seeing a decline in venture capital investing and the SEC's investigation into Medallion Financial Corp..
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01:09 - Metaverse Acquisition Deals
07:18 - A Great M&A Deal for Rocket Mortgage
23:55 - C...
2022-01-1850 min
Winner Take AllThe 2022 Platform IPOs to Watch 📉📈Applico CEO Alex Moazed breaks down platform and platform adjacent companies that are expected to go public in 2022. These companies span multiple spaces and industries including B2B, fintech/payments, food, delivery, eCommerce, buy now pay later, social media, content, and more. Moazed looks at various fundraising by these platforms, current valuations, and gives his thoughts on market fit and IPO timing.
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00:15 - Instacart IPO
01:07 - FlipKart IPO
01:49 - Gopuff IPO
05:49 - Stripe IPO
08:18 - Plaid IPO
09:50 - Klarna IPO
11:56 - R...
2022-01-1021 min
Winner Take AllWinner Take All #189 | Reddit IPO, Amazon's CCP Books, Marketplaces 2021 ReviewAlex kicks off the episode looking at eBay's changes to how the company will be reporting gross merchandise volume and he breaks down what eBay's claimed immaterial differences between the old and new GMV numbers actually are. Reddit has confidentially filed for IPO and we take a look at how profitable of an investment Reddit could turn out to be for Advance Publications who acquired the platform back in 2006. Also covered, Amazon opening a bookstore for the Chinese Communist Party, Cathie Wood's "promise" that her ARK ETF's will return 40%, and a big milestone in the digitization of the B2...
2021-12-2440 min
Winner Take AllWinner Take All #188 | DWAC + Rumble Team Up, Apple's $275B China Deal, Alt Tech Not For SaleThe show opens looking at an interview with Palantir CEO Alex Karp where he calls out Silicon Valley's reluctance to work with the U.S. government. Alex commends Karp for his criticisms and calls for big tech to have more of a backbone when it comes to supporting the U.S.. Next, discussion of The Information's exposé revealing Apple's clandestine $275 billion investment into China. The show closes with some alt tech news that includes former President Trump's SPAC DWAC (Digital World Acquisition Corp) will partner with Rumble, and a letter from Gab founder Andrew Torba calling out it's alt-tech c...
2021-12-2028 min
Winner Take AllWinner Take All #183 | The Next Platform War, B2B Product Data Theft, Last Mile AutonomyTo start the session Alex focuses on how Google is dealing with South Korea's new app store laws and explains how Big Tech companies are responding and combating new regulation. Next, Alex looks at autonomous delivery company Nuro and breaks down why he sees last mile delivery as a key for unlocking the commercial autonomous vehicle market. The show closes with discussion on how B2B enterprises are having product data stolen and then used against them.
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02:08 - The Next Phase of Platform War
08:20 - Unlocking The Autonomous Vehicle M...
2021-11-3022 min
Winner Take AllStartup to Find Local American Made Products Online 🇺🇸 - Cultivate CEO Harsh Khurana InterviewCheck out Cultivate at the links below:
Chrome: https://www.wecultivate.us/get/extension/chrome?campaignId=WTA
Firefox: https://www.wecultivate.us/get/extension/firefox?campaignId=WTA
Safari: https://www.wecultivate.us/get/extension/safari?campaignId=WTA
Harsh Khurana, the CEO of Cultivate, a browser extension and shopping app with a mission to help businesses that are manufacturing goods locally, joins Alex on the show. The two discuss how Khurana launched Cultivate in 2020 during a time in which small American businesses were struggling. Harsh tells the story of how he secured funding from Shark Tan...
2021-11-2414 min
Winner Take AllJacob Helberg - Google Disinformation & Foreign Interference ExpertJacob Helberg joins Alex Moazed for a special episode detailing Helbergs new book The Wires of War. Helberg, who previously led Google’s global internal product policy efforts to combat disinformation and foreign interference, discusses the current grey war between the United States and China. The two dig into how technology is being utilized by state agencies to shape opinion and spread misinformation. Jacob explains how this tech-fueled war will alter the world’s balance of power and explores ways the U.S. can combat this quickly escalating two-front technology cold war between democracy and autocracy.
Jacob Helberg is a...
2021-10-2948 min
Winner Take AllWinner Take All #177 | Secondhand Clothing Platforms, The New FAMGA, Square + AfterPay, Ozy Media 🤯Alex looks at recent reports chronicling the growth of platforms in the second hand fashion industry. He highlights the varied niches that these platforms have been able to grow into large verticals spanning a variety of areas in the clothing industry. Next, coverage of two examples of government taking on big tech platforms starting with Australia's news media bargaining code and ending with Nigeria mandating that Twitter open a local office if the communication platform wants to operate in the African country. Also covered, Alex's article with WisdomTree outlining what could be the next FAMGA, Square's deal to acquire...
2021-10-1856 min
Winner Take AllWinner Take All #176 | Supply Chain Disaster?, Zoom Deal Busts, Walmart Ad Business, Procore M&AApplico CTO Tri Tran joins Alex for an opening segment looking at Procore's $500 million acquisition of LevelSet, a company specializing in lien rights management for the construction industry. Next, Alex discusses multiple articles on the current supply chain disruption in the United States. He looks at how the labor shortage has exacerbated the issues when importing goods into the U.S. as well as the letter issued by the International Chamber of Shipping bringing attention to the difficulties faced by transport workers. Also covered in this episode, continued inflation worries in the U.S., Amazon shipping more packages than...
2021-10-1141 min
Winner Take AllWinner Take All #171 | China Bans Gaming, Uber Freight M&A, Venture Capital First FinancingsAlex kicks off the show with a look at PitchBook's new Greater China Venture Report. With a focus on the decline in first financings, he gives insight into why early stage venture investment is trending down. Next, details on China's new bans that will limit weekly video game time for minors and Uber's acquisition of transportation management software and logistics management outsourcing company Transplace. The show closes with a look at YouTube's massive revenue numbers and how much of that gets paid out to creators on the platform. Moazed compares YouTube's model to linear streaming companies like Netflix and...
2021-09-0842 min
Winner Take AllWinner Take All #168 | Podcast Platform Battle, Financial Deplatforming, iPhone BackdoorAlex opens up the show looking at Spotify's continued growth of its podcasting platform and data that shows listener numbers on Spotify are surpassing Apple. Next, Alex's reaction to Keith Rabois discussing China on CNBC and a look at two stories concerning censorship, Apple's announced scanning of photos on user's iPhones, and PayPal engaging in financial deplatforming. Also covered in this episode, big tech joining the five eyes, the rise of BRICS countries, and Cloudflare's complaints about AWS.
Originally Aired: 08/10/21
#iPhone #Privacy #Censorship
2021-08-2441 min
Winner Take AllWinner Take All #165 | Asset Inflation Update, Xometry, Instacart New CEO, State of Venture ReportThe show kicks off with a look at CB Insights new State Of Venture Q2’21 Report, which details the runaway valuations of tech startups over the past year. On that thread, Alex looks at the recently IPOd platform, Xometry, and Nextdoor's plan to go public via SPAC. The second half of the show covers Etsy's next M&A move acquiring Elo7, regulatory concerns for Big Tech expanding through M&A, and Instcart's new CEO. Alex closes the episode with a message about the 4th of July.
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00:18 - Asset Price Infla...
2021-07-1920 min
Winner Take AllWinner Take All #161 | Dot Foods Press Release, Inflation???, Twitter Premium, Roblox Gucci 👜Alex opens the show with two Applico announcements, the public release of Dot Food's press release detailing Applico's advisory of the ShopHero acquisition, and MDM featuring Applico's B2B Top 50 report. Next, Alex's take on whether or not inflation is coming to the USD and content platforms flipping their stance on COVID origin discussions. Also discussed, the mess that is Twitter's new "premium" feature, Nigeria banning Dorsey's social platform, and Tesla's declining sales in China. The episode closes out with a look at Spotify entering the audio book business and Gucci partnering with Roblox.
00:00 - Subscribe for Te...
2021-06-1543 min
Winner Take AllWinner Take All #160 | Apple's Chinese Data, Amazon Buys MGM 🦁, Deplatforming Laws, New Amazon SuitAlex opens the show with a look at Florida's newly proposed law to protect social media users from being unjustly banned from platforms. Next, a look at how Facebook has internally been classifying user's "vaccine hesitancy" levels and the Cyberspace Administration of China citing 105 apps for allegedly violating privacy laws. Also covered in this episode, a New York Times story covering the shocking privacy concessions Apple has made to operate in China, YouTube starting a fund to support #shorts creators, and the DC attorney general filing a new antitrust lawsuit against Amazon. The show closes out with Alex discussing...
2021-06-0229 min
Winner Take AllWinner Take All #159 | ARK Disowns NFLX, Decentralized Social Media, AT&T Offloads WarnerAlex kicks off the show with news of the Cathie Wood led ARK Next Generation Internet ETF selling off shares of Netflix and buying into Disney. Alex pulls a WTA clip from a month ago where he warned that Wood's decision to "buy the dip" on Netflix was a bad move. Next, discussion on AT&T's decision to sell its WarnerMedia assets and TikTok CEO Zhang Yiming "stepping down". Also covered, does Epic have a chance to beat Apple in the ongoing legal battle over app store policies, Fred Wilson talks decentralized social media, and why corporate development is a waste...
2021-05-2736 min
Winner Take AllWinner Take All #156 | Berkshire Shareholders Meeting, Munger on Robinhood, Inflation = Gravity?Alex analyzes some excerpts from Berkshire Hathaway's 2021 Annual Shareholders Meeting that touch on changes in top market cap companies over the past 30 years, Apple's innovation, how inflation impacts asset prices, Charlie Munger's thoughts on SPACs and Robinhood. To close the show, Alex touches on Elon Musk's upcoming SNL appearance.
00:00 - Subscribe for Tech & Business News Daily
01:44 - Top Market Cap Platforms
10:06 - Berkshire and Apple
25:40 - Market Froth + Inflation
34:57 - Munger on SPACS + Robinhood
36:14 - Elon Musk on SNL
Originally Aired: 05/02/21
2021-05-1138 min
Winner Take AllGeneral Robert Spalding - Big Tech's Social Influence, CCP's Data Empire, Elon Musk + BeijingGeneral Robert Spalding 2021 Interview: Alex sits down with Brigadier General Robert S. Spalding III, whose impressive resume includes serving as Chief China Strategist for the chairman of the Joint Chiefs, senior Defense Official and Defense Attache to China in Bejing, and Senior Director for Strategic Planning at the National Security Council. Moazed and Spalding discuss the current tech landscape between the U.S. and China, taking a look at Elon Musk's relationship with Beijing, the General's role in limiting Huawei's participation in 5G infrastructure roll out, and the Great Firewall being exported outside of China.
General Spalding has serve...
2021-05-0553 min
Winner Take AllLBRY + Odysee CEO Jeremy Kauffman | Fighting Big Tech, Saving Crypto, and Free Speech OnlineTell the SEC that cryptocurrency must remain legal and free by signing this petition: https://www.change.org/p/u-s-securities-and-exchange-commission-cryptocurrency-is-not-a-crime
Jeremy Kauffman, founder and CEO of the decentralized content sharing and publishing protocol LBRY, joins the show to discuss the ongoing SEC complaint against LBRY that threatens to stifle the entire cryptocurrency and blockchain industry in the U.S.. As Kauffman and Moazed touch on various details of the SEC complaint, they also discuss censorship on content platforms, launching and running a disruptive startup business, and the ongoing battle against the overreaching policies of big tech.
Jeremy cr...
2021-04-1537 min
Winner Take AllWinner Take All #149 | FAMGA Ranking, Regulatory Capture, Palantir CEO on Gov Tech, China Tesla Ban?Alex starts the show with a quick look at Poshmark, a fashion marketplace whose stock has sharply fallen since touching the $100+ mark on IPO day. After breaking down if $POSH is more fairly valued in the ~$40 range, a quick ranking of the tech giants in FAMGA (Facebook, Amazon, Microsoft, Google, and Apple) is given before diving into the current regulatory environment for tech. Also covered, what regulatory capture is, the Chinese government restricting government workers from driving Tesla vehicles, and Palantir CEO Alex Karp's commentary on U.S. tech companies lack of willingness to work with the U.S. governme...
2021-03-3034 min
Winner Take AllWinner Take All #148 feat. Nick Johnson | Big Tech M&A History, Platform's Hybrid RevenueModern Monopolies Co-Author and Applico Prinicpal Nick Johnson joins the show with Alex to look at the history of Platform M&A deals, breaking down whether or not we see tech monopolies still taking the build from scratch approach. Additionally, Johnson and Moazed dig into how they characterize platform business model revenue, a key metric for determining inclusion in WisdomTree's platform business focused ETF, the WisdomTree Growth Leaders Fund ($PLAT).
Originally Aired: 03/12/21
#Platform #PlatformBusiness #Tech
2021-03-2222 min
Winner Take AllWinner Take All #144 | Australia Update🇦🇺, Tesla Platforms Op, Twitter Earnings, Roblox Prospectus 2Alex opens the show with an update on Roblox's delayed direct stock offering and details why the SEC wanted a closer look at Roblox's revenue numbers. Next, an update to the ongoing battle between Austrailia and big tech content monopolists Google and Facebook. Also covered, Twitter gets called out by Russia for censorship, Twitter Q4 2020 earnings, and why Alex is shorting Twitter. The show closes with a look at how Tesla could embrace the platform business model.
Originally Aired: 02/19/21
#LinkTax #RobloxIPO #Tesla
2021-03-0150 min
Winner Take AllBleeding Edge Entrepreneur Peter Saddington - Buying a BTC Lambo, Being Banned by YouTube, Emrit IoT ProjectSerial entrepreneur Peter Saddington joins us on Winner Take All to discuss the current bitcoin bull market, his new IoT project Emrit, and content platform censorship. Peter created a $10M venture capital fund to invest in blockchain and IoT, has founded 4 startups, and authored multiple books on Scrum, Agile, and Personal Branding. Peter has had multiple large channels censored by YouTube and discusses with Applico CEO Alex Moazed how he sees free speech being suppressed on content platforms. Saddington also lists some of his favorite alt coins for 2021, shares what impacts he thinks decentralized finance can have on the the plane...
2021-02-1853 min
Winner Take AllWinner Take All #138 | Bumble IPO, Amazon Sellers From China, Roblox at $30B, Facebook's New MoatThe show kicks off with a look at dating platform Bumble filing for IPO. Alex looks at Bumble's S-1 and compares the Blackstone owned dating app with its biggest competitor, IAC/Match Group owned Tinder. Next, Alex breaks down if he's still bullish on Roblox now that its valuation has ballooned from $8 billion to almost $30 billion. The second half of the episode covers data on the number of new Amazon sellers from China and looks at how tech monopolies may be using moderation and censorship as a competitive moat.
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01:03 - Bumble IP...
2021-02-0340 min
Winner Take AllWinner Take All #137 | Poshmark Goes Public, Manufacturer Platform Buy In, Telegram, Censorship Competitive AdvantagesThe show kicks off with a look at the newly public clothing marketplace Poshmark. Alex compares $POSH with other fashion centered marketplace platforms like Farfetch and breaks down whether or not he's bullish after a 140% price jump after its first day trading. Next, a look at manufacturers investing in marketplaces, inlcuding Richemont's acquisition of Watchfinder & Co. Alex closes the show with a look at messaging platform Telegram and continued coverage of censorship from platform monopolies.
Subscribe to Winner Take All on YouTube! - https://www.youtube.com/channel/UCUVFoF6YKQzP9rIL3TdMoxg
2021-01-2749 min
Winner Take AllJim Rickards on China, The New Great Depression, Bitcoin, Gold, New Global Reserve CurrenciesFamed economist Jim Rickards sits down with Alex Moazed to discuss Chinese currency geopolitics, investing in gold, whether he's a bitcoin bull or bear, and how the global pandemic affected the economic analysis in his most recent book "THE NEW GREAT DEPRESSION: Winners and Losers in a Post-Pandemic World".
Read THE NEW GREAT DEPRESSION: Winners and Losers in a Post-Pandemic World: https://www.amazon.com/New-Great-Depr...
Originally Aired: 01/15/20
00:00 - Subscribe for Tech & Business News Daily
00:18 - Rickards Introduction
03:58 - The New Great Depression
11:42 - Currency Wars
14:34 - Pentagon's Financial War...
2021-01-2040 min
Winner Take AllWinner Take All #136 | Parler Banned, Roblox Direct Listing, Twitter Suspensions + CensorshipThe show opens from our new Palm Beach, Florida, studio as Alex digs into Twitter's recent actions banning a U.S. President and seemingly abandoning many of the key proponents that make it a platform. Next, a look at Parler being removed from Apple and Google app stores in addition to Amazon's AWS banning the platform. Alex discusses if the Parler bans are a national security measure to curb violence or a thinly veiled anticompetitive move from big tech platform monopolies. Continuing on, a look 5 platform alternatives to the current dominant monopolies and coverage of the ACLU speaking out against...
2021-01-1644 min
Winner Take AllWinner Take All #135 | Peloton Acquires Precor, U.S. Manufacturing 🇺🇸, Jedi Blue Pact LawsuitAlex opens the first show of 2021 with coverage of Peloton's acquisition of fitness equipment maker Precor. Tangentially, Moazed finds a connection between Precor and Lululemon's founder Chip Wilson, who at one point created Lululemon bags that referenced Ayn Rand's novel Atlus Shrugged. Next, a look at U.S. vs Chinese manufacturing and approaches the U.S. can take to close the gap with China. The show closes with a look at the lawsuit over the 'Jedi Blue' pact, a potentially anti-competitive agreement between Google and Facebook to dominate the online advertising industry.
Originally Aired: 01/04/20
#Manufacturing #Peloton #A...
2021-01-1550 min
Winner Take AllWinner Take All #133 | StockX's Big Raise, IPO Bubble?, Poland vs. Tech Censorship, Opendoor StockThe show opens with a look at Opendoor now that it's merger with Chamath Palihapitiya's Social Capital Hedosophia II. Next, Alex looks back at the past couple weeks wild IPOs and non-IPOs (in Roblox's case) breaking down why he's hesitant to be a bull with current market conditions. Also covered here, the non-stop growth seen from PLAT, WisdomTree's platform business ETF. Alex then moves into the private sector discussing StockX, an online sneaker marketplace, and their new $275 million series E fund raise. The second half of the show highlights some current alternatives to tech monopolies, an online freedom of...
2020-12-2943 min
Winner Take AllWinner Take All #132 | Black Friday + Cyber Monday, Chinese Military Stock, Elon Musk InterviewThe show kicks off with a look at Black Friday and Cyber Monday statistics that, come to find out, aren't very easy to distinguish this year. Alex goes on to compare U.S. black Friday weekend numbers with Singles Day data from this year. Next, coverage of a new U.S. government executive order that has barred investment in 31 companies identified by the Department of Defense as “Communist Chinese military companies”. The show closes with Alex commenting on some of his favorite moments from Elon Musk's recent interview with The Wall Street Journal.
Originally Aired: 12/12/20
#eCommerce #Bl...
2020-12-2944 min
Winner Take AllWinner Take All #131 | 40+ States Accuse Facebook of Monopoly Power, DoorDash + Airbnb Post IPOAlex starts off the show with a look at Airbnb's insane post IPO value. He compares Airbnb's financials to Booking.com's and breaks down if he's bullish or bearish after the platform's first day on public markets resulted in a 100+% jump. Next, a look at the week's other platform IPO, DoorDash. Alex compares DoorDash to Uber Eats and explains why DoorDash, while expensive, is more accurately valued than Airbnb. The show closes with coverage of the massive new antitrust allegations brought against Facebook by the FTC and over 40 states.
Originally Aired: 12/10/20
#FacebookAntitrust #DoorDashIPO #AirbnbIPO
0...
2020-12-1931 min
Winner Take AllWinner Take All #129 | Affirm IPO, Salesforce + Slack, India's Chinese App Ban Pt 2, OnlyFans GrowthThe episode starts with a deep dive into Affirm's S-1 filing. Alex breaks down the fintech lender started by PayPal alum Max Levchin and wonders why there's not more competition in this space. Next, a look at the content platform, OnlyFans, which is growing faster than Twitch, Cameo, and Patreon (and no... Alex doesn't have an account)! Also covered, Whole Foods CEO John Mackey's recent comments on capitalism, India adding more Chinese apps to their ban list, and Salesforce's acquisition of the messaging platform Slack.
Originally Aired: 12/01/20
00:00 - Subscribe for Tech & Business News Daily
00:23 - Affirm...
2020-12-0539 min
Winner Take AllWinner Take All #125 | DoorDash and Airbnb IPO Details, Roblox, What's the Deal w/ Smartmatic?Subscribe to Winner Take All on YouTube: https://t.co/qyFyuaLJt4?amp=1
Alex dives into IPO season with a look at S-1 documents released by food delivery platform DoorDash and short-term rental platform Airbnb. After a quick comment on Roblox's upcoming S-1 release, Alex takes a look at electronic voting system company Smartmatic and why it's a hot topic in the aftermath of the 2020 U.S. election.
Originally Aired: 11/17/20
00:00 - Subscribe for Tech & Business News Daily
00:53 - DoorDash S-1
16:05 - Airbnb S-1
30:24 - Roblox
31:50 - What is Smartmatic?
2020-11-2045 min
Winner Take AllTim Kendall | Netflix's 'The Social Dilemma', Pinterest President, Facebook Director of MonetizationMoment CEO Tim Kendall joins Alex Moazed to discuss a plethora of topics concerning social media platforms, online censorship, matchmaking algorithms, and the impact digitization has had on social well-being. Tim architected early monetization strategies for Facebook and Pinterest as Facebook’s first Director of Monetization and President of Pinterest. Tim currently serves as CEO of Moment, which has helped over 8 million people build healthier relationships with their phones and is fighting to reimagine the tech industry as one built for its users. Additionally, Kendall serves as a board member of UCSF Benioff Children's Hospital.
Download the Moment app h...
2020-11-1159 min
Winner Take AllWinner Take All #120 | New Tech Platform IPO, Disney Reorg, Huawei UpdateAlex opens the show with a look at Allegro, Poland's top marketplace platform, and their recent IPO in Warsaw. Next, a breakdown of the Disney reorganization, looking at both the new direction for the company as well as some changes to personnel. Moving into the second half of the show, Alex discusses potential international headwinds for Jack Ma's Ant Financial and checks in on Huawei's business. The show closes on the topic of Amazon Prime Day and whether or not big tech giant Amazon is still taking innovative moonshots.
Originally Aired: 10/13/20
00:00 - Subscribe for Tech & Business...
2020-10-2324 min
Winner Take AllWinner Take All #113 | TikTok Bids & Blocks, Amazon Luxury Platform, Disney+ 100M Subs!The show opens with Alex discusses his appearance on Fox Business earlier in the day to discuss the tech market and what's going on with TikTok's U.S. acquisition. Next, a look at Disney+ and the streaming service's impressive subscriber numbers after less than 1 year in operation. Alex breaks down how gaining market share the way Disney+ has in streaming would be very unlikely in the winner take all markets that platforms occupy. The show closes with a look at Amazon putting $100 million toward creating a luxury goods marketplace à la Farfetch.
Originally Aired: 08/31/20
2020-09-2527 min
Winner Take AllWinner Take All #111 | TikTok CEO Kevin Mayer Leaves and Walmart Wants In!?It's a TikTok focused episode that kicks off with news ByteDance COO and TikTok CEO Kevin Mayer has resigned. Next, Alex comments more on the potential acquisition of TikTok's U.S. business and news that Walmart might also be involved in the deal. The show closes with thoughts on the amazing power of platforms and how it can unfortunately be abused when Governments take too much control. Alex listens to an excerpt from Chen Guangcheng's speech at the Republican National Convention.
Originally Aired: 08/27/20
2020-08-3020 min
Winner Take AllWinner Take All #110 | TikTok Sues the U.S., Epic Games vs Apple , Airbnb Bars DomioAlex opens the show looking at news of TikTok suing the U.S. government over the potential ban and forced sale of its U.S. business. Next, we look at the latest on the battle between Epic Games and Apple over mobile app store and device policies. The show closes with a look at Domio being suspended from operating on Airbnb. Alex discusses the suspension and explains why he has a bone to pick with the way Domio is being portrayed.
Originally Aired: 08/24/20
2020-08-2943 min
Winner Take AllWinner Take All #108 | Walmart eCom Growth, AB5 vs Uber/Lyft, China's 50 Cent PartyThe episode begins with a look at the strong growth numbers shared in Walmart's Q2 2021 earnings report and Amazon's breakdown between first and third party sales. After touching on an interesting marketplace we discovered where users can buy and sell Amazon seller accounts, Alex digs into the latest on California's AB5 law and how it will likely result in Uber and Lyft ceasing business in the state. The second half of the show takes a look at China's 50 Cent Party, a state run internet propaganda farm, and the shortcomings of contact tracing apps.
Originally Aired: 08/18/20
00:00 - Subscr...
2020-08-2135 min
Winner Take AllWinner Take All #107 | Farfetch Earnings, Airbnb IPO Filing, Walmart + Instacart , Pinterest CEOThe show starts with a look at Luxury Fashion platform Farfetch's Q2 2020 Earnings after a prediction 2 weeks ago that they would beat estimates. Next, Alex talks about Airbnb filing for an initial public offering and how Walmart's new partnership with Instacart could be a test drive for an acquisition. The show closes with a look at a article from Pinterest's former COO and news senators urging the U.S. Justice Department to probe Zoom.
Originally Aired: 08/13/20
00:00 - Subscribe for Tech & Business News Daily
00:20 - Farfetch Q2 2020 Earnings
05:46 - Airbnb IPO
13:35 - Walmart Partner...
2020-08-2038 min
Winner Take AllWinner Take All #106 | WisdomTree Update, TikTok Problems, StarlinkTo open the show we're joined by Kara Marciscano from WisdomTree to talk about recent enhancements to the PLAT ETF, the WisdomTree Growth Leaders Fund. Next, Alex goes in-depth on the miraid of politics and business issues surrounding TikTok's US business and possible acquisition by a stateside entity. The show closes with discussion of the low latency, broadband internet system Starlink.
Originally Aired: 08/10/20
2020-08-1248 min
Winner Take AllWinner Take All #105 | Platform ETF Updates, Microsoft Buying TikTok?, Applico Platform InsightsAlex kicks off the show with a look at some of the changes to PLAT, WisdomTree's Growth Leaders Fund that exclusively invests in platform-based businesses, and details some of the information WisdomTree licenses from Applico to qualify platform companies for inclusion in the ETF. Next, a look at Square's financial services and what they do in platform revenue. The show closes with details on why Alex is weary of Microsoft purchasing TikTok's American business and Teladoc merging with Livongo.
Originally Aired: 08/06/20
Timestamps:
00:00 - Welcome to WTA
00:17 - PLAT ETF Updates
12:57 - Applico's Platform...
2020-08-1134 min
Winner Take AllWinner Take All #104 | State of StockX 2020👟, Uber Buys Routematch🚌, Restaurant Closures, MSFT Q4Alex opens the show looking at a new report released by sneaker marketplace, StockX, that breaks down the increase in demand that the platform has seen over the past 3 months. Next, discussion on economic impact data from Yelp that paints a bleak picture of the restaurant business during COVID-19. The second half of the show looks into Uber's acquisition of Routematch and Microsoft's 2020 fiscal fourth-quarter earnings.
Originally Aired: 07/23/20
00:00 - Welcome to Winner Take All
00:18 - StockX Crushing
08:53 - Restaurant Catastrophe
13:40 - Uber Buys Routematch
19:40 - Microsoft Earnings
2020-07-2523 min
Winner Take AllWinner Take All #103 | Netflix Q2 2020 Earnings, Stitcher Acquisition, Livestream ShoppingThe show is back in our Connecticut studio and to start things off Alex takes an in-depth look at Netflix's down Q2 2020 earnings report. He digs into how Netflix amortizes their content and explains how small changes to amortization can have a big impact on whether or not the streaming service is "profitable". Next, a look at TikTok possibly being sold to be spun off into an American entity and China's boom in livestream shopping during the COVID-19 outbreak. The show closes with a look at SiriusXM's acquisition of the podcasting platform, Stitcher.
Originally Aired: 07/17/20
00:00 - Welcome t...
2020-07-2330 min
Winner Take AllWinner Take All #102 | Walmart+ Takes on Prime, GSA Platform Initiative, Huawei in SingaporeThe show opens with coverage of news that Walmart's competitive offering to Amazon Prime, Walmart Plus, will be launching by the end of this month! Next, Alex looks at the GSA's Commercial Platforms Initiative and theorizes why Amazon was included but not eBay. Also covered, Huawei losing out to Nokia and Ericson in Singapore and the need to fight for openness and freedom across communication platforms.
Originally Aired: 07/08/20
00:00 - Show Open
00:17 - Walmart Plus
14:21 - Amazon Controls Congress
24:31 - Huawei Loses in Singapore
29:54 - FoS - Freedom of Speech
2020-07-2238 min
Winner Take AllWinner Take All #101 | Unemployment For Gig-Economy, Uber Buys Postmates, Hong Kong Tech ReactionThe show opens with an in-depth look at Pandemic Unemployment Assistance for contract and gig workers. Next, Alex breaks down Ubers acquisition of delivery platform Postmates and compares the deal to what a deal with Grubhub could've been. The show closes with coverage of platforms halting data requests from Hong Kong after the passing of a new wide-reaching national security law by Beijing.
Originally Aired: 07/06/20
TIMESTAMPS
0:00 - Winner Take All Episode 101
0:17 - State of Gig Economy
15:05 - Uber Buys Postmates
21:40 - Hong Kong Tech Reaction
2020-07-0829 min
Winner Take AllWinner Take All #100 | MediaNama CEO on India App Ban, Zoom and TikTok U.S. Spin Outs?, Viewer Q&AFounder of MediaNama, the premier source of information and analysis on Technology Policy in India, Nikhil Pawha joins Winner Take All to discuss the Indian Government blocking 59 mobile apps engaged in activities prejudicial to sovereignty and integrity of India. Next, Alex breaks down why he thinks Zoom and TikTok need to spin out seperate U.S. based entities. The show closes with Alex looking at questions and comments from viewers.
Originally Aired: 07/01/20
TIMESTAMPS -
00:17 Nikhil Pawha on India App Bans
19:53 Zoom and TikTok Spin Outs?
26:44 Viewer Questions
2020-07-0432 min
Winner Take AllWinner Take All #99 | Facebook Adverting Leaving, SubReddit Bans, Content Monopoly RegulationThe show opens with a look at the impact advertisers leaving Facebook could have and how Facebook can balance upholding civil liberties while still appeasing advertisers. Next, Alex looks at the EU's newly released evaluation of the Code of Conduct and Reddit's recent purge of subreddits associated with hate speech. The shows closing topic takes a look at some of the different interaction models we see on platforms and critiques how we have yet to clearly define when communication via these forms of interaction are and are not protected free speech under the First Amendment.
Originally Aired: 06/30/20
TIM...
2020-07-0334 min
Winner Take AllWinner Take All #98 | App Store Terms of Service, Attacked on TikTok by Chinese Bots!Alex opens the show with an in-depth look at email app Hey, and their battle against Apple's unclear App Store terms of service. Next, Alex breaks down the WTA TikTok account being overrun with comments from Chinese propaganda bots. He breaks down events around the video post, estimates how large he thinks the Chinese Government's social media misinformation operations are, and explains why he's okay with the comments staying on the video.
Originally Aired: 06/26/20
TIMESTAMPS:
00:29 - Apple App Store Terms of Service
14:39 - WTA Attacked on TikTok
2020-07-0234 min
Winner Take AllWinner Take All #97 | The Marquee Strategy, Mixer Shuts Down, Striking Against Tech Monopolies?Alex opens the episode from a new mystery location studio, if you can guess what state he's in (leave a comment) we'll send you an Applico prize! The first topic of the show dives into some examples of the marquee platform strategy, including Spotify's investment into podcasts, the closing of Microsoft's Mixer, and Epic Games' PC game marketplace. Alex also breaks down why striking against a platform monopoly like Facebook won't work.
Originally Aired: 06/24/20
TIMESTAMPS:
00:58 Marquee Strategy
03:22 Spotify Podcast Deals
06:27 Mixer Shuts Down
11:30 Epic Games Store
12:37 Facebook Cancel Culture
2020-07-0125 min
Winner Take AllWinner Take All #96 | Chinese Body US Head Tech Companies, Walmart + Shopify, Instacart ExpandsThe show opens with a look at two companies that can be described as having a "Chinese body, US head", Zoom Video and TikTok. Alex takes an in-depth look at the two companies dodgy ties to China and explains why US and Chinese arms of these companies need to be decoupled into separate business entities(if possible). Next, a look at news of Instacart partnering with Office Supplies retailer Staples, and Walmart teaming up with Shopify. The show closes with a look at Facebook CEO Mark Zuckerberg's op-ed on strengthening democracy and Google demonetizing two Conservative news sites.
Origina...
2020-06-3029 min
Winner Take AllWinner Take All #95 | Grubhub Deal Details, Amazon Regulation, Facebook CensorshipThe show opens with more details on Just Eat's acquisition of Grubhub including details straight from GRUB CEO Matt Maloney. Next, Alex explains why he agrees with Facebook's stance on platform censorship and looks at some new data on Amazon selling to hospitals. The show closes with an in-depth discussion on the EU antitrust charges against Amazon and what EU (and eventually US) regulators need to do to finally get this right!
Originally Aired: 06/16/20
TIMESTAMPS:
00:16 - Why GRUB was overvalued
06:36 - Cancel Facebook?
10:38 - Amazon Supplying 50% of Top Hospitals
12:16 - Amazon EU...
2020-06-2228 min
Winner Take AllWinner Take All #94 | Just Eat Buys Grubhub, Instacart's Next Move, Tencent's Zynn App Caught!The show opens with a look at the $7.3 billion dollar deal between Just Eat Takeway and Grubhub. Alex breaks down the big move in the food delivery space and questions what the synergies are here. Next, a look at Instacart's announcement of their new funding round and discussion on what could be next for the king a grocery delivery (they recently passed Walmart!). The show closes with a look a Zynn, a Tencent backed TikTok-like that's been removed from the Play Store by Google for stealing content.
Originally Aired: 06/11/20
00:53 - Just Eat Takeaway Buys Grubhub
10:3...
2020-06-1419 min
Winner Take AllWinner Take All #93 | TikTok Dominates, Instacart King of Grocery, Twitch DCMAs, Elon Breaks up AMZNAlex opens the show with a note on the PLAT ETF before diving into new TikTok/ByteDance revenue numbers. Next, coverage of the sudden slew of DCMA claims sent to Twitch streamers and TikTok's precarious music licensing negotiations. The second half of the episode contains discussion on Elon Musk tweeting that Amazon needs to be broken up and Instacart's evisceration of grocery delivery competitors during the COVID-19 outbreak (including Walmart!!!).
Originally Aired: 06/09/20
00:18 - PLAT ETF
01:37 - TikTok Domination
07:36 - Music Labels Come After Twitch and TikTok
14:59 - Elon Says Break Up Amazon
19...
2020-06-1324 min
Winner Take AllWinner Take All #92 | Social Media Executive Order, Content Platform Core Functions, Section 230It's an antitrust focused episode where Alex goes in-depth on the current situation around Twiiter's censorship of president Trump and the executive order in response. Additionally, Alex explains Section 230 (AKA Protection for private blocking and screening of offensive material), and breaks down the core functions of content platforms. The show closes with thoughts on how this new attention brought to social platforms could lead to the partial dilution of tech monopolies.
Originally Aired: 06/05/20
01:03 - Twitter Anittrust
02:44 - Trump's Executive Order
05:43 - Section 230
12:58 - Content Platform Core Transaction
23:26 - Content Platform Dilution
2020-06-1301 min
Winner Take AllWinner Take All #91 | U.S. Tech Censorship, Reliance Jio Grocery JioMart, Meituan DianpingThe episode kicks off with a look at Reliance Jio's foray into online grocery delivery and the multiple recent investments the company has received from big tech names. Next, Alex looks at Meituan Dianping's earnings and closes the show with an in-depth discussion on U.S. tech censorship.
TIMESTAMPS:
00:20 - Reliance Jio Grocery
04:03 - Meituan Food Results
09:02 - US Tech Censorship
Originally Aired: 05/27/20
2020-06-0524 min
Winner Take AllWinner Take All #90 | Chinese Stock Regulation, Fintech Victims, Joe Rogan Spotify DealAlex opens the show looking at the recent proposed regulation around Chinese stock reporting and discusses what this could mean for foreign platform stocks. Next, a break down of what happened to fintech startup Motif, one of the first fintech downturn victims. The show closes with commentary on the recent $100 million Joe Rogan podcast deal with Spotify.
TIMESTAMPS:
00:16 - Chinese Stock Regulation
06:24 - Fintech Victims
09:04 - Joe Rogan Spotify Deal
Originally Aired: 05/21/20
2020-06-0512 min
Winner Take AllWinner Take All #89 | Freight Platforms, Facebook Buys Giphy, Amazon Dark Stores, Disney+ LossAlex opens the show discussing Uber's second round of layoffs and Amazon making moves where Uber Freight is slowing. Next, coverage of Facebook acquiring Giphy and the head of Disney+ leaving to become CEO of TikTok. The show closes with a look at Amazon's delivery only dark stores and a message about Applico's FoodTech landscape.
Originally Aired: 05/19/20
TIMESTAMPS:
00:19 - Freight Marketplace Shakeup
11:39 - Facebook Buys Giphy
12:55 - Head of Disney+ Moves to TikTok
20:36 - Food Marketplace Landscape
2020-05-2625 min
Winner Take AllWinner Take All #88 | Instacart Funding, Walmart Thriving, Marketplace Buyouts, Viewer QuestionsThe episode opens with Alex taking a look at Instacart being in talks to raise new funding and Walmart Marketplace topping app download charts. Next, Alex breaks down two opportunities he sees in the B2B industry, using a marketplace as an internal buyout tool, and supplying eCommerce SaaS technology. The show closes with questions from WTA viewers.
TIMESTAMPS:
00:17 - Instacart Funding
04:16 - Walmart Beating Amazon
09:19 - B2B Buyout Marketplace Opportunity
15:19 - eCommerce B2B Distributor Strategy
19:12 - WTA viewer questions
Originally Aired: 05/15/20
2020-05-2023 min
Winner Take AllWinner Take All #87 | Amazon Caught Snooping, Facebook Censorship, Twitch Spiking, Fortnite ConcertThe show starts with a look at tech stocks dominating the U.S. market and our opening topic which covers a Wall Street Journal article about Amazon using third party seller data to unfairly compete within the marketplace (something WTA covered 6 months ago). Next, Alex takes an in-depth look at Facebooks censorship issues and purposes some possible solutions to "fake news". The show closes with a look at the spike in activity on streaming platform Twitch.tv and Fortnite holding a virtual Travis Scott concert for 27.7 million unique players. Originally Aired: 04/24/20
TIMESTAMPS:
00:29 - Tech Stocks Dominating
03:09...
2020-05-0620 minWinner Take AllWorkMarket President on Volunteer Surge Platform to Train/Deploy 1MM Nurse Aides | Winner Take AllWorkMarket Co-Founder and President Jeff Wald joins the show from Manhattan to discuss Volunteer Surge, a platform launched in response to the COVID-19 Outbreak to train and deploy nurse aides. Jeff and Alex discuss how Volunteer Surge was created, how the platform works, who can apply, and the response the program has received since launching. Jeff also details the inception of WorkMarket, his journey as a founder, and views on the future of contract workers and the gig-economy. Jeff's book "The End of Jobs: The Rise of On-Demand Workers and Agile Corporations" is available June 2, 2020. BECOME A VOLUNTEER👩🏼⚕️: https://volunteersurge.com/ ...
2020-04-3020 minWinner Take AllFood Business: COVID-19's Impact on the Food Industry🍖🍓🍞 w/ Guest Tri TranMunchery co-founder Tri Tran joins the show from San Francisco to discuss with Alex how the COVID-19 pandemic has affected different areas of the food industry. Tri and Alex talk about food startups pivoting in response to new quarantine driven types of demand and detail how they think now could be an opportune time for incumbents to invest in disruptive startups within the industry.
2020-04-2917 min
Winner Take AllWinner Take All #86 | Retail COVpocalypse, Netflix + Snapchat Earnings, Time to BuildAlex opens the show with a look at the continued difficulties some traditional retailers are facing during the pandemic and discusses what companies may not survive the downturn. Next, he discusses a recent post from Marc Andreessen on it being time for the U.S. to invest in building. The show closes with a look at tech earnings and the shift to digital.
TIMESTAMPS:
00:17 - Retail COVpocalypse
04:57 - Time to Build
17:01 - Tech Earnings, Netflix and Snapchat
2020-04-2824 min
Winner Take AllWinner Take All #85 | Communication Platforms, Stripe Raise, Microsoft + NBA DealAlex opens the show looking at Verizons recent acquisition of video conferencing tool BlueJeans and breaks down what makes a communication tool a true platform. Next, he discusses Stripe's $600 million raise and Microsoft's new multi-year deal with the NBA. The show closes with a special offer for viewers interested in reading Modern Monopolies on a Kindle device.
TIMESTAMPS:
00:16 - Verizon Acquires BlueJeans
00:32 - What is a Communication Platform
07:52 - Stripe Raise
10:10 - Microsoft NBA Deal
16:13 Modern Monopolies Giveaway
UPDATE: It appears the sale on the Kindle edition of Modern Monopolies has end...
2020-04-2818 min
Winner Take AllWinner Take All #84 | COVID Tech Discounts, Zoom's Deceit, Macy's Out of S&P 500Alex opens the show with more details on Airbnb's $1 billion private equity deal and a look at Slack selling convertible notes to raise $600 million. Next, a look at some platforms that are thriving during the pandemic and the biggest issue with Zoom's recently security blunder. The show closes with a look at Macy's departure from the S&P 500.
TIMESTAMPS:
00:17 - COVID Tech Discounts
06:16 - Which Platforms Thrive?
11:43 - Zoom Deceit
15:32 - Macy's Out of S&P 500
2020-04-1818 min
Winner Take AllWinner Take All #83 | Are You Pandemic Proof?, Venture Capital Failing, Quibi LaunchAlex opens the show talking about the three main buckets of businesses that are "pandemic proof". Next, he explains why Venture Capital is failing at supporting disruptive startups and breaks down the 4 lasting impacts he sees coming out of COVID-19. The show closes with a look at the new video service Quibi and a message about where we're currently at in the pandemic.
TIMESTAMPS:
00:36 - Are You Pandemic Proof?
05:29 - Liquidity for Tech Startups
17:21 - Lasting Impacts of COVID-19
27:34 - Quibi Launches
2020-04-1739 min
Winner Take AllWinner Take All #82 | Platform Stocks📈📉, Booking.com vs. Marriott 🏨🏩, Amazon News📦Alex opens the show with a look at the continued difficulties tech startups have been facing and then highlights the two platform stocks he thinks are good buys during the downturn. Next, Alex shares excerpts from an Applico deep dive looking at Booking.com vs. Marriott International Inc. The show closes with a round up of Amazon News and a story about Gojek shares being bought and sold on the secondary market.
TIMESTAMPS:
01:04 - Tech Startup Pain Continues
06:28 - Platform Stocks to Hold
14:29 - Booking vs Marriott Deep Dive
24:25 - Amazon News
36:02 - Goj...
2020-04-1639 min
Winner Take AllWinner Take All #81 | Airbnb🏠 IPO w/ Coronavirus🦠, France🇫🇷 Helps Startups, Facebook + Reliance JioAlex starts the show with a look at how the SARS outbreak impacted markets and compares that data to what we've seen so far with COVID-19. Next, a look at the current state of startups and some ways regulation is being done right during the pandemic. The second half of the show looks at some companies that are still able to successfully raise capital and what the big tech monopolies have been doing in response to conronavirus. Alex breaks down if Airbnb's IPO will be canceled, the surge in Uber Eats orders, Gojek raising $1.2 billion, France helping fund startups, and the...
2020-04-0832 min
Winner Take AllWinner Take All #80 | Fintechs in a Down Cycle, PE Firms Licking Chops, Uber's Cash, AcceleratorsAlex opens the show with his views on the current pandemic and market volatility before jumping into what might happen to Fintechs during the down cycle and explaining why private equity firms are licking their chops. Next, an analysis of Uber vs. Lyft during COVID-19 taking a look at which ride sharing platform is better positioned to outlast the pandemic. The show closes with some corporate innovation topics covering digital transformation, accelerators, and incumbent tech integrations.
00:12 - COVID-19 Message
05:42 - Fintech in Downturn
11:36 - PE Licking Chops
14:14 - Uber vs. Lyft - Platform Conglomerate
19...
2020-04-0738 min
Winner Take AllWinner Take All #79 | Corona on Content Platforms, Real Estate Platforms Slow, Likee Coming to U.S.Alex opens the show with a look at the impact Coronavirus is having on content platforms. Next, he takes a look at the bump we've seen on gaming platforms, some moves Amazon has made during the pandemic, and the slow down in buying properties from Real Estate platforms. The show closes with a look at how startup funding is slowing and what is going on with Blue Apron's stock.
TIMESTAMPS:
00:28 Coronavirus and Content Platforms
00:46 Facebook Small Business Grant
01:29 TikTok Competitor Likee Coming to the US
06:44 Facebook and Google Ad Downturn
08:23 Gaming Platf...
2020-04-0119 min
Winner Take AllWinner Take All #78 | Tech Monopolies Fight Corona, Startup Difficulties, Hello Alfred DealThe show opens for the first time from our new Greenwich, Connecticut studio with a look at how big tech has been helping to fight the Coronavirus outbreak. Next, Alex looks at security concerns that may come with government access to location data for quarantine purposes and how platforms stocks have been doing in the downturn. The show closes with a continued look at how the Coronavirus outbreak is impacting startups and analysis of the 2017 deal between home services provider Hello Alfred and luxury real estate firm Related.
2020-03-3139 min
Winner Take AllWinner Take All #77 | Amazon "Just Walk Out" Licensing, Incumbent Tech Integrations, Zulily, GolfNowAlex and Nick open the show with news that Amazon is officially offering to license their "Just Walk Out" cashierless technology to retailers, something we called on WTA months ago! Next, they look at how the PLAT ETF has been performing during the market downturn and then cover incumbent tech integrations, highlighting multiple deals over the past years.
TIMESTAMPS:
00:23 - Amazon's "Just Walk Out" technology licensing
8:17 - PLAT ETF Performance
9:45 - Incumbent and Tech Integration
23:08 - QVC and Zulily
31:19 - Comcast/Golf Channel + GolfNow
34:40 - Ping An + Good Doctor
41:42 - Sothe...
2020-03-2752 min
Winner Take AllWinner Take All #76 | Coronavirus Hurts Startups, Roblox Dev Platform, New EU Marketplace RulesAlex and Nick open the show with a look at the ways China has attempted to regulate the sharing of Coronavirus information on platforms and a discussion on how the outbreak could impact startups. Next, they take a look at how the virus has affected platforms stocks and the rise of Roblox as a development platform. The show closes with coverage of the EU's new marketplace rules.
TIMESTAMPS:
00:30 - Coronavirus Chinese Regulation
06:43 - Coronavirus and Startups
11:10 - Corona Stock Picks
19:14 - Roblox Dev Platform
26:06 - EU Marketplace Rules
2020-03-2635 min
Winner Take AllWinner Take All #75 | Network Effects of Data, New Spotify Platform, Waymo FundingAlex opens the episode with a look at an interesting antitrust suit involving American Express and whether or not they possess marketplace dynamics. Next, Alex digs into what the value of data is for tech startups and looks at a potential new platform Spotify is incubating. The show closes with a look at Google's autonomous driving technology development company, Waymo, opening up for outside investment.
00:19 - Two Sided Marketplace Anittrust
07:23 - Data Network Effects
10:58 - Another Spotify Platform
14:35 - Waymo Outside Funding
2020-03-2523 min
Winner Take AllWinner Take All #74 | Amazon Domination, Indigo Ag Layoffs, Innovation Theater, Board Room Buy InAlex and Nick are back in the NYC studio and open the show with a look at Amazon creating a cashierless full size grocery store and new data on the market share Amazon has been able to capture in fashion. Next, they take a look at Indigo Agriculture holding layoffs in order to focus on growth and a list of CEOs who failed to navigate disruption. The show closes with coverage on what innovation theater is, finding boardroom buy in, and the legal considerations that come along with disruptive innovation.
00:55 Amazon Opening Cashierless Supermarket
5:44 Amazon UK Menswea...
2020-03-2443 min
Winner Take AllWinner Take All #73 | Lending Club Radius Bank Deal 🏦, Target+ Miss, Symphony MessagingAlex starts the episode with a break down of why the deal between Lending Club and Radius Bank is genius. Also covered in this episode, why Target+ is failing and the inception of Symphony messaging.
TIMESTAMPS:
00:09 - Meet Moxie
01:09 - Lending Club Radius Bank Deal
11:26 - Symphony Messaging
14:39 - Target+ Misses
2020-03-2317 min
Winner Take AllWinner Take All #72 | E-Trade Deal, Zelle vs. Venmo, Lost Tech Generation, Innovation ToolsThe episode starts with a look at two big deals recently in the financial services space involving E-Trade and Lending Club. Next, Alex breaks down how incumbent banks helped instantiate Zelle to compete with Venmo, and Symphony to compete with Bloomberg. In the second half of the show Alex explains Europe's lost tech generation and breaks down how Domino's failed to gain foothold in the delivery platform market. The show closes with a look at some key tools for corporate innovation.
00:20 Financial Services Deals
20:07 Zelle and Venmo
24:02 Symphony Platform Dynamics
29:28 Europe's Lost T...
2020-03-0945 min
Winner Take AllWinner Take All #71 | Walmart Earnings, User Generated Content, Farfetch vs Macy'sAlex opens the show with a look at Walmart's latest earnings report and explains why he's still bullish despite a lower than expected Q4 for the retail giant. Next, he takes an interested look at how the online luxury fashion retail platform Farfetch stacks up against long time retail incumbent Macy's. The second half of the episode covers the different types of user generated content and looks at the PLAT ETF reaching a new milestone.
00:18 Walmart Earnings
12:19 Macy's v Farfetch
20:32 Types of Use Generated Content
28:51 PLAT ETF Milestone
Watch clips...
2020-03-0633 min
Winner Take AllWinner Take All #70 | WeWork Updates, Marketplace Top 100, Build & BuyAlex opens the episode taking a look at some recent news surrounding WeWork including Goldman Sachs' CEO commenting "I’m not sure that we got it so wrong”. Next, Alex shares his takeaways from Andreessen Horowitz's new Marketplace 100 rankings. The show closes with a look at build vs. buy and build & buy strategies.
00:21 Goldman on WeWork IPO
09:03 a16z Marketplace 100
14:22 Build & Buy
Watch clips from the show and full 4k episodes over on our YouTube page: https://www.youtube.com/channel/UCUVFoF6YKQzP9rIL3TdMoxg
2020-03-0524 min
Winner Take AllWinner Take All #69 | Corporate Innovation, Gaming Social Network, Jet Black ClosureAlex opens the show with a look at ride sharing platform Lyft, breaking down how the company's lack of platform conglomerate status makes it more difficult to solve for the chicken and egg problem. Next, he looks at Walmart shuttering their Jet Black shopping service and a platform opportunity in the gaming space. The show closes with a look at corporate innovation and corporate accelerators.
Watch clips from the show and full 4k episodes over on our YouTube page: https://www.youtube.com/channel/UCUVFoF6YKQzP9rIL3TdMoxg
2020-02-2925 min
Winner Take AllWinner Take All #68 | Apple Pay Growth, SoundCloud Investment, IntrepreneursAlex opens the episode with a look at Apple Pay's growth trajectory and explains why Apple has been able to grow faster than alternatives like Samsung Pay. Next, he looks at the recent SoundCloud investment from SiriusXM and then compares and contrasts Intrepreneurs with entrepreneurs.
TIMESTAMPS:
0:17 - Apple Pay Growth
3:59 - SiriusXM Invests in SoundCloud
7:50 Intrepreneur vs. Entrepreneur
Watch clips from the show and full 4k episodes over on our YouTube page: https://www.youtube.com/channel/UCUVFoF6YKQzP9rIL3TdMoxg
2020-02-2815 min
Winner Take AllWinner Take All #67 | Apple Unifies App Store, B2B Ag Antitrust, Huawei's New AllianceAlex opens the episode with a look at Apple's new move to unify their various app stores and Huawei's new mobile alliance. Next, he looks at some antitrust news in the B2B agriculture space and explains why B2B distributors need to take advantage of their value now. The show closes with an update on Epic's letter urging hospital customers to oppose sharing of EHR data.
0:17 - Apple Unifies App Store
1:58 - Huawei's New Mobile Alliance
7:13 - Agriculture Platform Antitrust
10:01 - B2B Marketplace Landscape
19:13 Epic's EHR Letter
Watch clips from...
2020-02-2622 min
Winner Take AllWinner Take All #66 | YouTube Numbers Revealed, eBay Takeover Offer, About ApplicoAlex opens the first show from our Palm Beach satellite studio discussing the new financial data Google recently revealed about YouTube. Next, he covers the Intercontinental Exchange's eBay takeover offer and closes the show answering a viewer question about Applico's story.
TIMESTAMPS:
00:29 - YouTube a $15 Billion Business
12:03 - eBay Takeover Offer
17:40 - About Applico
Watch clips from the show and full 4k episodes over on our YouTube page: https://www.youtube.com/channel/UCUVFoF6YKQzP9rIL3TdMoxg
2020-02-2031 min
Winner Take AllWinner Take All #65 | Trade Deal Deep Dive, Platform Design, Epic Games vs. SteamAlex starts the show with an in-depth look at phase 1 of the US China trade deal, detailing stipulations around counterfeit goods, intellectual property, and the impact increased spending could have on the US GDP. Next he explains how the 3 month process of platform design works, why McDonalds got a bad deal with Uber Eats, and what is going on with SoftBank funding multiple ends of the food delivery platform wars. The show closes with a look at how Epic Games has quickly become a big competitor in digital PC games sales.
Watch clips from the sho...
2020-02-1151 min
Winner Take AllWinner Take All #64 | Epic is Playing Dirty👺, Amazon Counterfeits, KNewz, Barstool DealAlex opens the show with an in-depth look at Epic's despicable behavior urging hospitals to not share medical info. Next, we take a look at the White House cracking down on counterfeit products, Netflix's P/E ratio, News Corp's new KNewz platform, and Facebook's curation practices. The show closes with a look at Penn National's new investment in Barstool sports.
Watch clips from the show and full 4k episodes over on our YouTube page: https://www.youtube.com/channel/UCUVFoF6YKQzP9rIL3TdMoxg
2020-02-1053 min
Winner Take AllWinner Take All #63 | Amazon Bullying PopSockets, Airbnb IPO, Rakuten Entering US MarketAlex opens the episode with a look at some new antitrust big tech accusations, including an in depth look at Amazon bullying mobile accessory company PopSockets. Next is a look at Google Health gaining traction and analysis of Airbnb's numbers with a likely 2020 IPO in mind. The show closes with a break down of Rakuten and Alibaba's startegies as they enter the US market.
Watch clips from the show and full 4k episodes over on our YouTube page: https://www.youtube.com/channel/UCUVFoF6YKQzP9rIL3TdMoxg
2020-01-3054 min
Winner Take AllWinner Take All #62 | Disney+ Subscribers, Netflix Slowing Down, Google Worth 1 Trillion 💵Alex opens the show looking at a USA Today article that claims Disney+ has 41 million subscribers. Next we look at Netflix's slowing subscriber growth and Google breaking the trillion dollar mark. The show closes with discussion on the FBI–Apple encryption dispute.
Watch clips from the show and full 4k episodes over on our YouTube page: https://www.youtube.com/channel/UCUVFoF6YKQzP9rIL3TdMoxg
2020-01-2925 min
Winner Take AllWinner Take All #61 | Visa Acquires Plaid, Anti Amazon Go Alliance, EU vs. Big TechAlex and Nick open the episode with a look at Visa's $5.3 billion acquisition of fintech payment pipe Plaid. Next, they state their case as to why retailers should join together to fight Amazon Go and look at yet another SoftBank blunder. The show closes with a look at the EU's frustrations with fining tech monopolies.
Watch clips from the show and full 4k episodes over on our YouTube page: https://www.youtube.com/channel/UCUVFoF6YKQzP9rIL3TdMoxg
2020-01-2839 min
Winner Take AllWinner Take All #60 | Zuckerberg 10 Year Outlook, Spotify Podcast Platform, Boardroom ConsensusThe show opens with a recap of Munchery co-founder Tri Tran's correct prediction on yesterday's episode about who would be the most likely buyers if Grubhub were to sell their delivery platform. Next, Alex breaks down Mark Zuckerberg's newly published 10 year roadmap and discusses how we haven't yet seen the next big development platform. The show also covers Spotify's growing market share in podcasts and the importance of achieving consensus in the boardroom.
Watch clips from the show and full 4k episodes over on our YouTube page: https://www.youtube.com/channel/UCUVFoF6YKQzP9rIL3TdMoxg
2020-01-1732 min
Winner Take AllWinner Take All #59 | Grubhub For Sale!?, Amazon Luxury Platform, PLAT ETF ReviewThe episode starts with Munchery co-founder Tri Tran joining WTA to discuss with Alex the rumors that Grubhub is considering a sale of their delivery platform. Next, Alex looks at news that Amazon will be launching a luxury fashion platform and reviews the PLAT ETF over the past month. The show closes with a look at Applico's platform design toolkit.
Watch clips from the show and full 4k episodes over on our YouTube page: https://www.youtube.com/channel/UCUVFoF6YKQzP9rIL3TdMoxg
2020-01-1639 min
Winner Take AllWinner Take All #58 | AB5 Law Backfires, Hospital Pricing, Viewer QuestionsAlex opens the episode with a look at the negative effects California's AB5 law is creating for independent contractors and explains how the bill doesn't address the two main concerns of gig economy workers. Next, Alex goes in-depth on hospital pricing and why there's such a lack of transparency throughout the industry. The show closes with some viewer questions on Shopify and whether demand or supply is more important when starting a platform.
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2020-01-1542 min
Winner Take AllWinner Take All #52 | Grainger + Zoro Deep Dive, Google Health, Long Outlooks on Tech MonopoliesAlex and Nick open the show with a quick look at Amazon repackaging products from larger retailers before digging into their deep dive analysis on Grainger and Zoro's marketplace initiatives. They also answer viewer questions, recap Alex's recent appearance on Fox Business, and explain the platform dynamic within Google Health.
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2019-12-1036 min
Winner Take AllWinner Take All #50 | PayPal Acquires Honey, Amazon Free Cash Flow, Alibaba Secondary ListingAlex opens the show with a look at PayPal's acquisition of Honey Science Corporation and discusses if PayPal might have overpaid for the coupon browser extension. Alex also covers Alibaba's secondary listing in Hong Kong, Amazon's free cash flow, and Yahoo merging with Line. The show closes with a look at the Indonesian online marketplace Tokopedia.
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2019-12-0331 min
Winner Take AllWinner Take All #48 | Nike Leaves Amazon, Amazon's China Problem, Walmart GrowthAlex and Nick open the show discussing the news of Nike removing all their product from Amazon and Alex makes a prediction that they'll make a platform acquisition by the end of next year. They also dig into Amazon's issues with Chinese products, what Stratechery's Ben Thompson thinks about US protectionism surrounding TikTok, and the growth we have seen from both Walmart and Amazon Business.
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2019-11-2636 min
Winner Take AllWinner Take All #46 | Blackstone Bumble Deal, Zillow Offers, Amazon Full CircleOn this episode of Winner Take All Alex breaks down Blackstone's acquisition of dating app Bumble and looks at Apple's new health integrations with the VA. Alex also discusses the success Zillow is seeing with their new Offers program, Amazon publishing a catalog, and tactics necessary for rapid business model validation.
Watch clips from the show and full 4k episodes over on our YouTube page: https://www.youtube.com/channel/UCUVFoF6YKQzP9rIL3TdMoxg
2019-11-2236 min
Winner Take AllWinner Take All #42 | Catch Founder Kristen Tyrrell, Google Fitbit, Facebook Earnings, Apple RevenueCatch Founder & COO Kristen Tyrrell joins the show to discuss California's Assembly Bill 5. Alex and Nick also break down Alex's appearance on CNBC's Power Lunch, Google acquiring Fitbit, and Facebook Earnings.
Watch clips from the show and full 4k episodes over on our YouTube page: https://www.youtube.com/channel/UCUVFoF6YKQzP9rIL3TdMoxg
2019-11-1038 min
Winner Take AllWinner Take All #38 | Mornings w/ Maria, AMZN + MSFT Earnings, Netflix Junk BondsThe episode starts with Alex recapping his appearance on Fox Business and getting into his thoughts on Zuckerberg testifying about Libra. Alex and Nick also discuss Amazon and Microsoft's earnings, South Park's $500 million streaming deal, and Netflix selling off junk bonds. The show ends with a look at recent Nike and Under Armour CEO departures and whether or not apparel companies should own their own marketplaces.
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2019-10-2828 min
Winner Take AllWinner Take All #36 | Chime Goes Dark, Tech Immunity Abroad, Netflix EarningsOn this episode of Winner Take All Alex looks into digital bank Chime going dark, arguments over protections from Section 230 of the Communications Decency Act, and Marc Benioff's comments about facebook. We also take a look at Netlfix's earnings and Alex answers the question "Was I wrong about Netflix?".
Watch clips from the show and full 4k episodes over on our YouTube page: https://www.youtube.com/channel/UCUVFoF6YKQzP9rIL3TdMoxg
2019-10-2329 min