Winner Take All #70 | WeWork Updates, Marketplace Top 100, Build & Buy
Alex 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.
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=MI5Q-odw4-I
Let’s Pass S.2992 NAW: https://www.naw.org/supportmainstreet/
The American Innovation and Choice Online Act is a bill that prohibits certain large online platforms from engaging in specified acts, including giving preference to their own products on the platform, unfairly limiting the availability on the platform of competing products from another business, or discriminating in the application or enforcement of the platform's terms of service among similarly situated users.
In this video I look at how this bill could even the playing field between small businesses and big tech. We go over the NAW's campaign to combat Amazon via the American Innovation and Choice Online Act and see what Amazon's arguments against the legislation are.
#Regulation #BigTech #Amazon
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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=YBibqZ_YGgc
Zillow has sold sold 1,211 homes through their new instant buying program, Zillow Offers. Alex talks about the new initiative that has fueled a 12% spike to the company's stock price and is a great example of a platform moving into linear business territory.
This is an excerpt from episode 46 of Winner Take All. Watch the full episode here: https://youtu.be/bZzECnA7ibI
Zillow Group stock spikes 12% as Q3 revenue tops $745M amid rapid expansion of Zillow Offers: https://www.geekwire.com/2019/zillow-group-stock-spikes-12-q3-revenue-tops-745m-amid-rapid-expansion-zillow-offers/
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https://www.youtube.com/watch?v=o_t7DmGcpSY
Expensify CEO David Barrett recently made the decision to send a political email out to all 10 million of Expensify's customers. The email urged the entirety of Expensify's customer base to vote for Democratic candidate Joe Biden in order to avoid voting against democracy and inciting an eventual civil war. Alex discusses recent happenings involving companies choosing to speak out on political issues and breaks down why he thinks it can be a bad move for a company to take a polarizing stance like this.
This is an excerpt from episode 123 of Winner Take All. Watch the full episode here: https://youtu.be/FFrrD4YucgQ
Originally Aired: 11/03/20
#Vote2020 #PresidentialElection #Election2020
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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=r9wt-Vq_okg
Alex and Nick look at data from a new survey on Amazon B2B buying that reveals 40% of B2B buyers are doing at least 11% of their corporate buying on marketplaces.
This is an excerpt from episode 48 of Winner Take All. Watch the full episode here: https://youtu.be/JlfKvTFAVCY
Amazon Business dominates the B2B marketplace landscape: https://www.digitalcommerce360.com/2019/11/12/amazon-business-dominates-the-b2b-marketplace-landscape/
? 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=afBpfPwh-0k
Alex breaks down what digital transformation means for traditional businesses and explains the importance of balancing the digitization of existing business models and embracing new digital first methodologies.
This is an excerpt from episode 80 of Winner Take All. Watch the full episode here: https://youtu.be/BPD7jgYWbYY
Originally Aired: 03/20/20
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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.
...
https://www.youtube.com/watch?v=-0S-rEYZtrU
While Shopify's core eCommerce tool set offering does not fit the definition of a platform business, the company recently announced big changes to a part of its business that does fit the platform model, the eCommerce App Marketplace AKA the Shopify App Store. Alex discusses Shopify's decision to remove app store fees for developers first $1 million in revenue and explains how the competitive landscape here differs from tech monopoly operated app stores like Apple's iOS store and Google's Play Store on Android.
This is an excerpt from episode 164 of Winner Take All. Watch the full episode here: https://youtu.be/8LDd8ycap_0
Originally Aired: 07/08/21
#Shopify #AppStore #eCommerce
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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=fBD0qvFqPR8
New data suggests that over 50% of top sellers on Amazon are now based in China. Alex breaks down the growth of Chinese sellers on marketplaces and the large degradation of U.S. manufacturing over the past 20 years.
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
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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.
...
https://www.youtube.com/watch?v=MHpXcHzJuD8
A new report from Cowen, an American multinational independent investment bank, details fresh data on the most popular platforms and services for online grocery orders. Alex looks at what companies are currently on top of online grocery delivery and explains why he sees food marketplaces as the next battleground where tech companies will compete to secure a top spot in the winner take all market.
This is an excerpt from episode 124 of Winner Take All. Watch the full episode here: https://youtu.be/iqRGRh1ymxk
Originally Aired: 11/12/20
#Food #GroceryDelivery #Grocery
Instacart is surpassing Target and Kroger in online grocery delivery: https://qz.com/1915737/instacart-is-surpassing-target-and-kroger-in-online-grocery-delivery/
—
? 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=FDh4sEgv1Z0
The Swiss Embassy in Beijing recently released a statement asking for Chinese news outlets to remove references to a fake Swiss biologist, Wilson Edwards, who was quoted by Chinese media making statements about Covid-19. Alex discusses this blatant misinformation from China and looks at some other examples of the CCP attempting to control global narrative, including the government's recently appointed board seat at ByteDance (owner of Tiktok), and investments into platforms like Reddit.
This is an excerpt from episode 169 of Winner Take All. Watch the full episode here: https://youtu.be/tHLPNMzN9Ws
Originally Aired: 08/20/21
#CCP #China #Misinformation
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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=uhIj1bhH5kY