In just the past couple weeks Amazon has announced a $1 billion venture capital fund called the Amazon Industrial Innovation Fund and Home Depot has announced a $150 million Home Depot Ventures fund "to Fuel Innovation in Retail and Home Improvement". I see both these funds as a big threat to incumbents in the B2B industry and feel this should be a wake up call to traditional players that they need to start investing into tech startups in the B2B space. Big players like Amazon and Home Depot are aiming to disrupt B2B supply chains, erode the margins of incumbent players, and disintermediate traditional distributors from customers. These VC funds are one of the tools we're seeing tech monopolies use to disrupt the B2B industry. For incumbent B2B businesses, I would be weary of using software and solutions backed by these VC funds whose primary goal is to advance the funders positioning in the B2B industry. Introducing the $1 billion Amazon Industrial Innovation Fund: https://www.aboutamazon.com/news/innovation-at-amazon/introducing-the-1-billion-amazon-industrial-innovation-fund The Home Depot Announces $150 Million Venture Capital Fund to Fuel Innovation in Retail and Home Improvement: https://www.prnewswire.com/news-releases/the-home-depot-announces-150-million-venture-capital-fund-to-fuel-innovation-in-retail-and-home-improvement-301537608.html #b2b #amazonbusiness #homedepot — ? 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=8EC0eFoMzwY

Reports have come out that the U.S. Justice Department plans to file an antitrust case against Google by the end of September, despite lawyers on the case insisting the deadline does not give them enough time to build a case. Alex discusses the continued failings of the U.S. when it comes to regulating big tech and explains why he doesn't have much hope for this antitrust case against Alphabet Inc. Justice Dept. Plans to File Antitrust Charges Against Google in Coming Weeks: https://www.nytimes.com/2020/09/03/us/politics/google-antitrust-justice-department.html This is an excerpt from episode 114 of Winner Take All. Watch the full episode here: https://youtu.be/Ke8lJZGZgsc Originally Aired: 09/04/20 — ? 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/ 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=kELjbWpVGr0

Alex shares details from an Applico report analyzing Booking.com and Marriott. He breaks down data on both companies including historical returns, GMV, and multiples. In closing, he explains some of the ways he thinks the winner take all dynamic of platforms will impact this industry moving forward. This is an excerpt from episode 82 of Winner Take All. Watch the full episode here: https://youtu.be/Og9DVcMthKw Originally Aired: 03/31/20 — ? 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/ 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=j1SC_6dEv2Q

Alex 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. — ? 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/ 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=TX4LcCs-NaM