Alex looks at an excerpt from Berkshire Hathaway 2021 annual shareholders meeting comparing the top 20 companies by market cap between now and 1989. He notes how the companies operating a platform business model have come to dominate the list in the past 20-30 years.
Originally Aired: 04/02/21 #Platforms #PLAT #Berkshire —
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=p8GjUlMKafI
Alex 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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❓ 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.
Notes from this show -
Nike Pulling Its Products From Amazon in E-Commerce Pivot: https://www.bloomberg.com/news/articles/2019-11-13/nike-will-end-its-pilot-project-selling-products-on-amazon-site
Amazon’s Heavy Recruitment of Chinese Sellers Puts Consumers at Risk: https://www.wsj.com/articles/amazons-heavy-recruitment-of-chinese-sellers-puts-consumers-at-risk-11573489075
Amazon Business Dominates The B2B Marketplace Market: https://www.digitalcommerce360.com/2019/11/12/amazon-business-dominates-the-b2b-marketplace-landscape/
Walmart's Sales Growth Streak Hits Five Years: https://www.morningstar.com/news/dow-jones/201911149395/walmarts-sales-growth-streak-hits-five-years-3rd-update
Marketplace Is Driving Walmart’s Online Progress: https://www.marketplacepulse.com/articles/marketplace-is-driving-walmarts-online-progress
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https://www.youtube.com/watch?v=JlfKvTFAVCY
Google Health has been criticized as of late after a leak revealed the company was accessing millions of American's health data. Alex and Nick look over some recent information about the project released by Google while talking about Google Health's potential as a development platform with doctors as the end user. They go on to detail the massive benefits de-siloing health data could have and reveal who they think is fueling the majority of "privacy" concerns.
This is an excerpt from episode 52 of Winner Take All. Watch the full episode here: https://youtu.be/UjLgbNxOizE
? 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=YJ5Aol_tmjk
Alex analyzes the business models of two players in the delivery platform market, Uber and DoorDash. He details how the market cap of DoorDash was able to temporarily rise above Uber despite Uber having multiple offerings outside of food delivery. He looks at some critical tweets from former Uber Chief Business Officer Emil Michael and charts DorrDash's pathway to capturing a dominant market share despite Uber's early lead in the food delivery space.
This is an excerpt from episode 178 of Winner Take All. Watch the full episode here: https://youtu.be/bjh1vErEn-A
Originally Aired: 10/19/21
#FoodDelivery #DoorDash #Uber
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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=HtQtsYyUctg
Alex answers questions from Winner Take All viewers about Waymo's outside funding and what investors can do when an investment is illiquid. Have a question for Alex? Leave a comment on any WTA video!
This is an excerpt from episode 88 of Winner Take All. Watch the full episode here: https://youtu.be/qE1I5N8cWOw
Originally Aired: 05/15/20
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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=CltCbuivjyw
The 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 tech censorship. The show wraps up with an update on Roblox going public via direct listing and the U.S. banning Alipay.
Originally Aired: 01/12/20
#TechCensorship #OnlineFreeSpeech #RobloxIPO
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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=6JnVIsDYhHs
Alex 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.
Notes from this episode -
Epic’s CEO is urging hospital customers to oppose rules that would make it easier to share medical info: https://www.cnbc.com/2020/01/22/epic-ceo-sends-letter-urging-hospitals-to-oppose-hhs-data-sharing-rule.html
U.S. to unveil crackdown on counterfeit, pirated e-commerce goods: https://www.reuters.com/article/us-usa-trump-counterfeiting/u-s-to-unveil-crackdown-on-counterfeit-pirated-e-commerce-goods-idUSKBN1ZN02E
News Corp. launches Knewz aggregation service with 400 publishers: https://nypost.com/2020/01/29/news-corp-launches-knewz-aggregation-service-to-compete-with-google/
Race Is On to Cash In on Sports Betting: https://www.wsj.com/articles/penn-national-gaming-to-buy-minority-stake-in-barstool-sports-11580274060
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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=YFeIfuBD1oc
The show opens with a look at the announcement that the platform OnlyFans will be banning explicit content, AKA the type of content the site is known for. Next, a look at China investing a fake Swiss scientist quoted in news media and Beijing gaining a board seat at tech company ByteDance. The second half of the show covers a Wall Street Journal report that Amazon will be opening brick and mortar department stores and the FTC recent opinion about Facebook's monopoly status.
00:00 - Subscribe for Tech & Business News Daily
00:19 - OnlyFans Bans NSFW
05:30 - Fake Swiss Biologist
07:41 - China on ByteDance Board
11:07 - Amazon Department Stores
19:25 - Facebook FTC Monopoly Lawsuit
Originally Aired: 08/20/21
#Amazon #Podcast #China
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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=tHLPNMzN9Ws
Fudan University, one of China's top universities, has removed "freedom of thought" from their charter and added in new language focused on following Communist party leadership. Alex and Nick discuss how these changes are similar to the Chinese government's methods of controlling tech monopolies.
This is an excerpt from episode 55 of Winner Take All. Watch the full episode here: https://youtu.be/pO7m-LXZWfc
China cuts 'freedom of thought' from top university charters: https://www.theguardian.com/world/2019/dec/18/china-cuts-freedom-of-thought-from-top-fudan-university-charter
? 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=aQ8shJ0eNJo
It's a jam packed episode that kicks off with Alex taking a look at the announced monster investment Alibaba plans to make in online fashion platform Farfetch. Next, a look into what happened to Ant Group's record IPO and discussion on the moves IAC has made with the video platform Vimeo. Also covered, TikTok owner ByteDance is raising $2 billion, a look at who is winning the food marketplace platform war, and the EU's new antitrust allegations against Amazon.
Originally Aired: 11/12/20
#Food #AntIPO #FarfetchStock
00:00 - Subscribe for Tech & Business News Daily
01:02 - Farfetch Goes East
07:40 - Ant IPO Canceled ?
15:25 - Vimeo Spun Out
18:11 - ByteDance Raising Money?
26:14 - Food Marketplace Wars
34:34 - EU Amazon Antitrust Case
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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=iqRGRh1ymxk