Winner Take All #136 | Parler Banned, Roblox Direct Listing, Twitter Suspensions + Censorship
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 —
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=6JnVIsDYhHs
We kick off the show with an update on Elon Musk's purchase of Twitter. Next, I document why I think manufacturers are making a big mistake around tech investments and why B2B distributors need to be weary. We close the episode with a look at two happenings out of China, a new article detailing how Chinese startups depend on U.S. market public offerings and what is going on with Bytedance founder Zhang Yiming.
00:00 - Subscribe and fight big tech
01:29 - Elon is Buying Twitter
16:29 - B2B Manufacturers grave mistake
32:03 - Chinese Startups Need U.S. IPOs
41:48 - Bytedance Founder Leaves China?
#elonmusknews #b2bmarketplace #ipostocks
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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=1eLfMgiy5eE
New data from IBM’s U.S. Retail Index spells out how consumer behavior drastically shifted from traditional retailers to digital eCommerce disruptors during the COVID-19 pandemic. At its height, the data from IBM shows a 75% decline in Q2 2020 for “non-essential” retailers. Alex discusses recent digital acquisitions from companies like Neiman Marcus and explains why he sees M&A as the only way lagging traditional retailers will be able to catch up with high-flying tech players.
This is an excerpt from episode 163 of Winner Take All. Watch the full episode here: https://youtu.be/IJsI10qdnH0
Originally Aired: 06/25/21
#Retail #eCommerce #M&A
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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=DKD4HjEWd4o
Alex discusses Zillow shutting down its iBuying program Zillow Offers and questions how Zillow could fail at this venture in such a spectacular fashion while being a dominate platform in real estate with access to a wealth of proprietary technology and data.
See the full clip here: https://youtu.be/t69YiZj3X8Y
#shorts #iBuying #RealEstate
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https://www.youtube.com/watch?v=dON0sve2VOY
Poshmark IPO:
Poshmark Inc. saw shares bubble as high as 141% during the secondhand clothing marketplace's NASDAQ debut. Shares of $POSH opened trading at $97.50 per share, significantly higher than where the company priced its IPO at $42. In a previous statement, Poshmark said it had expected to sell shares at between $35 and $39. Now trading in the $70 range, Alex takes a deep dive look at Poshmark's positioning against fashion marketplace contemporaries like Farfetch ($FTCH), StockX, and the Lithuanian online fashion platform Vinted. Moazed compares active users, current GMV multiples, the various ways we've seen fashion marketplaces position themselves, and which players are poised for market expansion.
This is an excerpt from episode 137 of Winner Take All. Watch the full episode here: https://youtu.be/Xe-Qse4PAuI
Originally Aired: 01/19/21
#PoshmarkIPO #FashionStocks #2021IPO
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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.
Poshmark IPO
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https://www.youtube.com/watch?v=eVyMSbaVxVo
Facebook, Google, Zoom, LinkedIn, and Twitter have announced they will be temporarily blocking user data requests from Hong Kong after the passing of a new wide-reaching national security law in Beijing. Alex discusses what this means for tech and business relations between Hong Kong and the outside world as well as the substantial impact this could have on Hong Kong moving forward.
This is an excerpt from episode 101 of Winner Take All. Watch the full episode here: https://youtu.be/F0RnVzifUns
Originally Aired: 07/06/20
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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.
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https://www.youtube.com/watch?v=P0irCctPb0Q
Originally aired 03/20/26
Alex starts the show with a look at how the SARS outbreak impacted markets and compares that data to what we've seen so far with COVID-19. Next, a look at the current state of startups and some ways regulation is being done right during the pandemic. The second half of the show looks at some companies that are still able to successfully raise capital and what the big tech monopolies have been doing in response to conronavirus. Alex breaks down if Airbnb's IPO will be canceled, the surge in Uber Eats orders, Gojek raising $1.2 billion, France helping fund startups, and the potential Facebook deal with Reliance Jio.
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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=J_nIUy-n7SY
Former Group Chief Operating Officer at Standard Chartered Bank, Doris Honold, joins the show live from London where she explains the actual lending/underwriting process that banks have, discusses how platforms can impact the banking and financial space, and talks about some of the cool things happening at UK based peer-to-peer lending company Zopa.
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https://www.youtube.com/watch?v=e-KbYUoHlvs
Applico CEO Alex Moazed joins SiriusXM's Behind the Markets to discuss the WisdomTree Growth Leaders Fund platform ETF.
Anyone can follow the ups and downs of Wall Street numbers—but on Behind the Markets get the insight you need to make the calls that will make or break your business. Host Jeremy Schwartz is joined each week by Wharton Finance Professor Jeremy Siegel, the author of Stocks for the Long Run, “the” book about stocks for market insiders. They’ll discuss the how and why behind the market’s performance, and talk with leading economists and market strategists about what’s ahead for the economy and your portfolio.
Learn more about the WisdomTree Growth Leaders Fund: https://www.wisdomtree.com/etfs/thematic/plat
Modern Monopolies: The Platform Business Model: https://www.wisdomtree.com/blog/2020-08-04/modern-monopolies-the-platform-business-model
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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=Fu0mna5ZNHg
Jeff has said his goodbye - so let's dive into the letter and what insights can be garnered from the world's richest man. Join us on WTA!
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https://www.youtube.com/watch?v=JrtmX4zdCFE