Winner Take All #26 | We(Doesn't)Work, Netflix + Disney, French Platforms?!
On this episode of Winner Take All we discuss the Chinese government's increased oversight of platforms, WeWork's CEO being ousted, and comparisons between Netflix and Disney. Alex and Nick also share their thoughts on Disney passing on an acquisition of Twitter, McDonald's continued misses with delivery, and the lack of platforms coming out of Europe.
We've been on Amazon's case for anti-competitive behavior longer than just about anyone!
#antitrust #bigtech #amazon
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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=ux5qsTw77Ck
In this excerpt from our interview with LBRY CEO Jeremy Kauffman, we discuss the SEC's case against LBRY and the difficulties that have arisen when trying to regulate cryptocurrency using outdated and unclear statutes. Kauffman and Moazed discuss the runaround that has been given to LBRY by the SEC, analyze how the definitions of "currency" and "security" fit into the crypto landscape, and theorize if some altcoins could be considered commodities.
Watch our full interview with LBRY CEO Jeremy Kauffman here: https://youtu.be/TemI9rM08nk
Originally Aired: 04/13/21
#CryptoLaw #LBRY #HelpLBRYSaveCrypto
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? 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.
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https://www.youtube.com/watch?v=0qrCh_b5Xhk
Alex answers a viewer question inquiring about his thoughts on Shopify and if the business has any platform dynamics in play.
Shopify App Store: https://apps.shopify.com/
This is an excerpt from episode 58 of Winner Take All. Watch the full episode here: https://youtu.be/poHFl8_fquI
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? 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.
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https://www.youtube.com/watch?v=YzZphRiQmQQ
Netflix ($NFLX) stock has fallen drastically after the company released a poor Q1 2021 earnings report. Alex looks at Netflix's lackluster growth numbers and explains how the company has failed to innovate and embrace platform dynamics into their digital movie studio business model.
Originally Aired: 04/22/21
#Media #StreamingWars #NetflixStock
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? 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=cb14iE08RcA
President Trump continues to pursue reform of Section 230 of the Communications Decency Act AKA big tech's legal shield. Section 230 provides "Good Samaritan" protection from civil liability for operators of interactive computer services in the removal or moderation of third-party material they deem obscene or offensive, even of constitutionally protected speech, as long as it is done in good faith. Alex discusses the impact reforming section 230 could have on today's biggest content platforms and explains why it's difficult to determine what the wide ranging impacts could be. He goes on to outline why, if the legislation is reformed, carving out liability protections for smaller tech startups would be the best move to avoid stifling innovative new companies in the U.S..
This is an excerpt from episode 130 of Winner Take All. Watch the full episode here: https://youtu.be/SaUz-t713Tw
Originally Aired: 12/08/20
#Regulation #TechRegulation #Section230
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? 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.
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https://www.youtube.com/watch?v=Rm0c-1Eq3TU
Alex and Nick analyze the 21 S&P 500 stocks in the PLAT ETF and look at how they contribute to annual S&P 500 Earnings.
This is an excerpt from episode 39 of Winner Take All. Watch the full episode here: https://youtu.be/Gwnxc0HOojY
WisdomTree Modern Tech Platforms Fund: https://www.wisdomtree.com/etfs/thematic/plat
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https://www.youtube.com/watch?v=wvcVNDntOOo
As cryptocurrency markets continue to grow we've seen more financial service providers start to offer crypto trading to their customer bases. Alex touches on Coinbase's extremely active corporate venture capital arm and discusses how its main crypto exchange business could be vulnerable to entrants like Robinhood and Interactive Brokers.
Originally Aired: 09/14/21
#Coinbase #Cryptocurrency #Doge
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? 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.
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https://www.youtube.com/watch?v=Kt_P5bEhPq4
Jim Rickards:
Famed 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".
See an extra 16 minutes of content from our interview with Jim Rickards on Rumble: https://rumble.com/vcvrff-jim-rickards-interview.html
Read THE NEW GREAT DEPRESSION: Winners and Losers in a Post-Pandemic World: https://www.amazon.com/New-Great-Depression-Winners-Post-Pandemic/dp/0593330277
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 Game
16:55 - Chinese Money Printing
22:23 - Chinese Yuan a Global Reserve Currency?
25:34 - Confidence and Stimulus
35:34 - How to Invest During The New Great Depression
38:43 - Rickards Thoughts on Bitcoin
James Rickards is the Editor of Strategic Intelligence, a financial newsletter. He is The New York Times bestselling author of The New Great Depression (2020), Aftermath (2019), The Road to Ruin (2016), The New Case for Gold (2016), The Death of Money (2014), and Currency Wars (2011) from Penguin Random House. He is an investment advisor, lawyer, inventor, and economist, and has held senior positions at Citibank, Long-Term Capital Management, and Caxton Associates. In 1998, he was the principal negotiator of the rescue of LTCM sponsored by the Federal Reserve. His clients include institutional investors and government directorates. He is an op-ed contributor to the Financial Times, Evening Standard, The Telegraph, New York Times, and Washington Post, and has been interviewed by BBC, CNN, NPR, CSPAN, CNBC, Bloomberg, Fox, and The Wall Street Journal. Mr. Rickards is a guest lecturer in globalization and finance at The Johns Hopkins University, Georgetown University, Trinity College Dublin, The Kellogg School at Northwestern, the U.S. Army War College and the School of Advanced International Studies. He has presented papers on risk at Singularity University, the Applied Physics Laboratory, and the Los Alamos National Laboratory. He is an advisor on capital markets to the U.S. intelligence community, and the Office of the Secretary of Defense, and is on the Advisory Board of the FDD Center on Economic and Financial Power in Washington DC. Mr. Rickards holds an LL.M. (Taxation) from the NYU School of Law; a J.D. from the University of Pennsylvania Law School; an M.A. in international economics from SAIS, and a B.A. (with honors) from Johns Hopkins. He lives in New Hampshire.
#JimRickards #Economics #CurrencyWars
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https://www.youtube.com/watch?v=y2VMxWcek4s
Benedict Evans joins Alex for a discussion on tech regulation, protectionism, and antitrust. They discuss current top stories, including TikTok's U.S. acquisition and Nvdia buying ARM, while also delving into large-scale topics like the media's coverage of tech, tech protectionism in western democracies, and the shift away from the U.S. leading governance of the internet.
Subscribe to Benedict Evans Newsletter at: https://www.ben-evans.com/newsletter
Originally Aired: 09/15/20
00:00 - Subscribe for Tech & Business News Daily
00:26 - Benedict's Current Ventures
01:11 - Benedict Evans Tech Newsletter
01:59 - Coverage of Tech by the Media
05:40 - Nvidia's Acquisition of ARM
07:22 - Geopolicitcs of TikTok Deal
11:01 - Initial reaction to TikTok Regulation
12:27 - The Internet Has By Default Run on US Rules
16:21 - Regulating a Future w/ More Foreign Apps
19:26 - Should The EU Have Adopted Tech Protectionism?
25:21 - European Attitude Towards Data and Privacy
28:56 - Platforms Taking Advantage of Producers
33:57 - Regulating vs Breaking Up Tech Companies
34:47 - Why App Store Issues are NOT a Competition Problem
37:48 - Dealing with Natural Monopolies
41:56 - Specific Regulation for Individual Tech Monopolies
46:22 - Challenges for US regulation
48:41 - Is Netflix Overvalued?
53:13 - Why Netflix is a TV Show Company, Not Tech
54:33 - Don't Forget to Subscribe For More Winner Take All!
—
? 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=y0V3rYO0z7Q