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19 Feb 2021 16:52:38 UTC
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Winner Take All #103 | Netflix Q2 2020 Earnings, Stitcher Acquisition, Livestream Shopping
The show is back in our Connecticut studio and to start things off Alex takes an in-depth look at Netflix's down Q2 2020 earnings report. He digs into how Netflix amortizes their content and explains how small changes to amortization can have a big impact on whether or not the streaming service is "profitable". Next, a look at TikTok possibly being sold to be spun off into an American entity and China's boom in livestream shopping during the COVID-19 outbreak. The show closes with a look at SiriusXM's acquisition of the podcasting platform, Stitcher.
Originally Aired: 07/17/20
00:00 - Welcome to Winner Take All
00:23 - Netflix Q2 2020 and Amortization
16:58 - TikTok Sale?
23:29 - Livestreaming For Retail
26:28 - Stitcher Podcasting Sold
—
? 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=mXPMXeXQRtQ
Originally Aired: 07/17/20
00:00 - Welcome to Winner Take All
00:23 - Netflix Q2 2020 and Amortization
16:58 - TikTok Sale?
23:29 - Livestreaming For Retail
26:28 - Stitcher Podcasting Sold
—
? 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=mXPMXeXQRtQ
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video/mp4
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English
More from the publisher
Controlling
VIDEO
DO WE
do-we-really-want-zuckerberg-to-own-the
Facebook has announced that it will changing its company name to Meta, in a move that indicates a commitment to building a next generation metaverse platform. Alex discusses the announcement made by Mark Zuckerberg during Facebook Connect, a virtual reality and augmented reality conference. Moazed questions if Facebook, with its tumultuous privacy and censorship history, is a safe gatekeeper to the metaverse and draws some fun comparisons between Zuckerberg's vision and Ernest Cline's famous Metaverse story Ready Player One.
Originally Aired: 10/29/21
#Metaverse #Facebook #Meta
—
? 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=WkucR7Yk85g
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Created
1 year ago
Content Type
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video/mp4
English
Controlling
VIDEO
WINNE
winner-take-all-179-wework-goes-public,
The episode kicks off with a look at WeWork's public debut after merging with BowX Acquisition Corp., a special purpose acquisition company valued at $9 billion. Next, the SPAC talk continues with news on Digital World Acquisition Corp, the company slated to merge with a new social media company from president Donald Trump. Alex also does an in-depth analysis of Berkshire eSupply, a entrant in the B2B marketplace space competing with Zoro and Amazon. The show closes with a look at Mindbody's recent acquisiton of ClassPass.
Originally Aired: 10/22/21
#StockMarket #SPAC #Podcast
—
? 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=YtrfdsuLFE8
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Created
1 year ago
Content Type
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video/mp4
English
Controlling
VIDEO
IS MA
is-making-big-tech-pay-for-news-in
Australian regulators made waves when they announced in early 2021 that tech platforms would need to start paying news outlets for displaying content. Reacting to this proposed change in how news would be shared on platforms, Google CEO Sundar Pichai went as far as to threaten Google would completely cease operations in Australia. Australia eventually called Google's bluff (as we recommended they do at the time) and the proposed code became law. Under the Australian law, tech platforms can negotiate their own deals with publishers on the side rather than have the Australian government arbitrate.
Looking back now on this legislation, while it's not perfect, overall I think it has been a success and a rare win against big tech. Google and Facebook have both negotiated deals with publishers in Australia and reports indicate that the journalism sector is bullish and on an upward trajectory in Australia. I'm happy to hear other nations are now considering enacting similar policy and hope that U.S. tech regulators will take notes here!
#journalism #NewsOutlets #bigtech
—
? 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=BLMGHu_KWHk
Transaction
Created
1 year ago
Content Type
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video/mp4
English
Controlling
VIDEO
ENTER
enterprise-venture-building-what-is-3
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
—
? 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
Transaction
Created
1 year ago
Content Type
Language
video/mp4
English
Controlling
VIDEO
WINNE
winner-take-all-142-google-cloud-losses
Alex opens the show with a look at Google reveling losses incurred from their cloud business. Also covered, Carta rolling out a new platform to buy equity in private startups and Uber acquiring alcohol delivery provider Drizly. The second half of the show looks at how Robinhood makes money and continued censorship in the tech space.
00:00 - Subscribe for Tech & Business News Daily
00:21 - Google Cloud Losing
11:59 - CartaX Pre-IPO Equity Marketplace Platform
20:14 - Uber Acquires Drizly
30:03 - Robinhood Order Flow
57:50 - Discord WallStreetBets Ban
Originally Aired: 02/04/21
#GoogleCloud #Robinhood #OnlineSpeech
—
? 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=3Y4S897h-BU
Transaction
Created
1 year ago
Content Type
Language
video/mp4
English
Controlling
VIDEO
AIRBN
airbnb-vs-domio-illegal-activity-or
Domio, an apartment-hotel rental service for travelers, has recently had their properties suspended from operating on Airbnb's platform due to violating local rental permit laws. Alex discusses the ban and takes issue with Domio being criticized for similar activities that Airbnb got away with while originally growing their platform.
This is an excerpt from episode 110 of Winner Take All. Watch the full episode here: https://youtu.be/IHZVXPspJpM
Originally Aired: 08/24/20
How One Rental Startup Gamed Airbnb: https://www.theinformation.com/articles/how-one-rental-startup-gamed-airbnb
—
? 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=7AqdLG-Ji_g
Transaction
Created
1 year ago
Content Type
Language
video/mp4
English
Controlling
VIDEO
HUAWE
huawei-ban-have-chip-sanctions-and
Huawei estimates they will ship 50 million handsets next year, down from 240 million sold in the previous year. Alex discusses chip sanctions that have slowed Huawei, stiff competition they face from Google and Apple, and is puzzled by optimistic media coverage of the company.
This is an excerpt from episode 120 of Winner Take All. Watch the full episode here: https://youtu.be/pFnx3V0G-C8
Originally Aired: 10/13/20
Thanks to Trump, China's Huawei Is Dying: https://www.gatestoneinstitute.org/16621/trump-china-huawei
#Huawei #HuaweiBan
—
? 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=n2wBX3rptxM
Transaction
Created
1 year ago
Content Type
Language
video/mp4
English
Controlling
VIDEO
BIG T
big-tech-will-own-mobility-if-automakers
We have yet to see automakers make substantial progress when it comes to Mobility as a Service (MaaS) and establishing a compelling automobile development platform. Alex talks about how automakers should band together, in a similar fashion to how Google formed the Open Handset Alliance, to fight big tech taking over automobile and mobility platforms.
How can automakers make money from mobility?: https://www.automotiveworld.com/articles/how-can-automakers-make-money-from-mobility/
...
https://www.youtube.com/watch?v=RZ6uJ8yLLoI
Transaction
Created
1 year ago
Content Type
Language
video/mp4
English
Controlling
VIDEO
THE F
the-fed's-aggression-is-a-big-red-flag
With the Federal Reserve's continued aggressive interest rate hikes, I think we need to ask ourselves: How bad does the FED actually think inflation is? The FOMC's rate increases have a far reaching and long term effect and I think it's a shocking sign that the FED plans to continue to aggressively increase rates before we've even seen the full impact of the initial interest rate increases. While the FED is trying to instill a sense of confidence, I think these actions tell a very different story about how high inflation may actually be in the United States.
#inflation2022 #federalreserve #FOMC
—
? 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=z4O9viBkZok
Transaction
Created
1 year ago
Content Type
Language
video/mp4
English