Winner Take All #61 | Visa Acquires Plaid, Anti Amazon Go Alliance, EU vs. Big Tech
Alex 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.
At Applico, we identify untapped, intrinsic assets that give existing enterprises an enormous advantage to spin-out new tech companies. WisdomTree licensed Applico's Platform Insights Data Product to aid in the creation of the PLAT ETF. ... https://www.youtube.com/watch?v=sdB6Oxx-vfk
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
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At Applico, we identify untapped, intrinsic assets that give existing enterprises an enormous advantage to spin-out new tech companies. WisdomTree licensed Applico's Platform Insights Data Product to aid in the creation of the PLAT ETF.
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https://www.youtube.com/watch?v=XA4yY7ZNSg0
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?
#DoorDashIPO #AirbnbIPO #Smartmatic
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? Listen to an audio version of the WTA Podcast here: https://anchor.fm/winnertakeall
At Applico, we identify untapped, intrinsic assets that give existing enterprises an enormous advantage to spin-out new tech companies. WisdomTree licensed Applico's Platform Insights Data Product to aid in the creation of the PLAT ETF.
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https://www.youtube.com/watch?v=qoXnDyjcsjQ
I detail the increased venture capital investing in Europrean startups in 2021 and discuss whether or not Europe has recovered from its "lost generation" of innovation and tech.
I think for Europe's startup ecosystem to reach parity with the U.S. and China, regulators will need to utilize tech protectionism as a key mechanism to foster domestic startup growth and slow foreign entrants into the EU.
This is an excerpt from episode 193 of Winner Take All. Watch the full episode here: https://youtu.be/ayBTTDh0I1M
#VentureCapital #Startups #EuropeTech
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? Listen to an audio version of the WTA Podcast here: https://anchor.fm/winnertakeall
At Applico, we identify untapped, intrinsic assets that give existing enterprises an enormous advantage to spin-out new tech companies. WisdomTree licensed Applico's Platform Insights Data Product to aid in the creation of the PLAT ETF.
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https://www.youtube.com/watch?v=Ahi1f_tewkQ
Roblox Listing Date:
Eager investors waiting for online gaming platform Roblox to go public on the New York Stock Exchange will seemingly have to wait an additional month after the company announced revisions to their revenue numbers and increased SEC scrutiny into its method of recognizing revenue through its digital currency. Alex talks about the much anticipated direct listing by Roblox and digs into the reasoning behind Roblox's change to revenue numbers.
Originally Aired: 02/19/21
#IPO #RobloxIPO #DirectListing
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❓ Are you part of a large enterprise interested in spinning out a platform business? Connect with us here: https://resources.applicoinc.com/wta-contact/
? Listen to an audio version of the WTA Podcast here: https://anchor.fm/winnertakeall
At Applico, we identify untapped, intrinsic assets that give existing enterprises an enormous advantage to spin-out new tech companies. WisdomTree licensed Applico's Platform Insights Data Product to aid in the creation of the PLAT ETF.
Roblox Listing Date
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https://www.youtube.com/watch?v=Bo5_sAst-jE
Wish, a marketplace specializing in inexpensive goods from majority Chinese sellers, has released its S-1 prospectus as the company plans to go public on the Nasdaq Global Select Market under the symbol “WISH”. Alex breaks down Wish's marketplace business model and details some of the reasons he's bearish on platform stock. While looking through the S-1 submitted by ContextLogic Inc., the company that operates Wish, Alex explains why he thinks the "Logistics Revenue" growth numbers seem fishy and why Wish should be providing details on logistics revenue margins for investors to truly be able to evaluate the company's growth.
Originally Aired: 11/23/20
#Platform #WishIPO #WishStock
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❓ Are you part of a large enterprise interested in spinning out a platform business? Connect with us here: https://resources.applicoinc.com/wta-contact/
? Listen to an audio version of the WTA Podcast here: https://anchor.fm/winnertakeall
At Applico, we identify untapped, intrinsic assets that give existing enterprises an enormous advantage to spin-out new tech companies. WisdomTree licensed Applico's Platform Insights Data Product to aid in the creation of the PLAT ETF.
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https://www.youtube.com/watch?v=8Z7RvL2IbpI
Snapchat has announced that Bitmoji TV, a personalized full-motion cartoon series, will launch globally this February. Alex and Nick go over the new feature and discuss why supply side innovation like this is the right move for Snapchat.
Snapchat will launch Bitmoji TV, a personalized cartoon show: https://techcrunch.com/2019/12/28/bitmoji-tv-snapchat/
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❓ Are you part of a large enterprise interested in spinning out a platform business? Connect with us here: https://resources.applicoinc.com/wta-contact/
At Applico, we identify untapped, intrinsic assets that give existing enterprises an enormous advantage to spin-out new tech companies. WisdomTree licensed Applico's Platform Insights Data Product to aid in the creation of the PLAT ETF.
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https://www.youtube.com/watch?v=FCoUqGMN7MI
Alex details a recent Financial Times articles looking at insider sales at U.S. listed Chinese tech companies. He highlight's the asymmetry in disclosure rules between U.S. based and foreign companies and breaks down the big red flags that the Financial Times has found analyzing the timing of when Chinese tech executives have cashed out large holdings.
This is an excerpt from episode 183 of Winner Take All. Watch the full episode here: https://youtu.be/J2XH-roVhLY
Originally Aired: 11/12/21
#InsiderTrading #ChineseStocks #China
How China’s tech bosses cashed out at the right time: https://www.ft.com/content/41ec575f-d8ee-45d4-b604-fe66566a8c5c
—
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❓ Are you part of a large enterprise interested in spinning out a platform business? Connect with us here: https://resources.applicoinc.com/wta-contact/
? Listen to an audio version of the WTA Podcast here: https://anchor.fm/winnertakeall
At Applico, we identify untapped, intrinsic assets that give existing enterprises an enormous advantage to spin-out new tech companies. WisdomTree licensed Applico's Platform Insights Data Product to aid in the creation of the PLAT ETF.
...
https://www.youtube.com/watch?v=36H9J7IEANM
Opendoor, an iBuyer online real estate company based in San Francisco, has completed its IPO via merger with SPAC Social Capital Hedosophia II and is now trading under the symbol $OPEN on the Nasdaq stock exchange. Alex discusses Opendoor's business model, their path to go public via SPAC, and how the company has benefited during the COVID spurred economic shift.
This is an excerpt from episode 133 of Winner Take All. Watch the full episode here: https://youtu.be/azlnhp9ZZRg
Originally Aired: 12/22/20
#RealEstate #iBuyer #SPAC
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❓ Are you part of a large enterprise interested in spinning out a platform business? Connect with us here: https://resources.applicoinc.com/wta-contact/
? Listen to an audio version of the WTA Podcast here: https://anchor.fm/winnertakeall
At Applico, we identify untapped, intrinsic assets that give existing enterprises an enormous advantage to spin-out new tech companies. WisdomTree licensed Applico's Platform Insights Data Product to aid in the creation of the PLAT ETF.
...
https://www.youtube.com/watch?v=u5cQ2civ_BM
To start the episode we take a look at a recent Financial Times story detailing how fake social media posts from Chinese misinformation groups attempted to derail a new rare earths mining operations in the U.S.. Next, Alex looks at TikTok's response to the BuzzFeed leaks and a report detailing how China is putting pressure on Elon Musk over Starlink internet being used in the Ukraine. The show concludes with a look at the U.S. potentially limiting tech investment into China.
#podcast #businessnews #China
—
? Grab a copy of the Amazon Best Seller Modern Monopolies: https://amzn.com/B017RC8CBC
❓ Are you part of a large enterprise interested in spinning out a platform business? Connect with us here: https://resources.applicoinc.com/wta-contact/
? Listen to an audio version of the WTA Podcast here: https://anchor.fm/winnertakeall
At Applico, we identify untapped, intrinsic assets that give existing enterprises an enormous advantage to spin-out new tech companies. WisdomTree licensed Applico's Platform Insights Data Product to aid in the creation of the PLAT ETF.
...
https://www.youtube.com/watch?v=fWxD1pak05c