Amazon Q1 FY21: Jeff Bezos' Final Letter to Shareholders is... ?
Alex reads through what will be Jeff Bezos' last shareholder letter before he steps down as CEO of Amazon. He goes over the various points Bezos makes in the letter while offering some of his own insights and analysis on the marketplace statistics refereed to in the final letter before Andy Jassy takes over the platform behemoth. Also addressed, Bezos' comments on the recent union push at an Amazon warehouse facility in Alabama, and Amazon's new goals to be Earth’s Best Employer and Earth’s Safest Place to Work.
This is an excerpt from episode 153 of Winner Take All. Watch the full episode here: https://youtu.be/HmKwrlS5hh0
Originally Aired: 04/21/21 #Retail #eCommerce #Amazon —
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=VHSguuJqF1Y
REQUEST ACCESS TO THE FULL INTERVIEW: https://resources.applicoinc.com/foodmaven/
Applico's Founder Series is a invite-only repository of deep dive interviews with today's top-tier marketplace startups. Qualified parties can request full access at the link above.
FoodMaven is an innovative online marketplace that brings agility and flexibility to the big food system. It sells high-quality local, oversupplied and imperfect food from distributors, manufacturers and producers to restaurants and institutional kitchens at a significant discount.
Leveraging big data optimization technology, coupled with an agile logistics model, FoodMaven ensures that this food gets sold, donated or sent to environmentally conscious alternatives.
FoodMaven is currently in Denver, Colorado and Dallas-Fort Worth, Texas. Its goal is to recover the $200 billion in lost revenue caused by wasted food each year by providing buyers and suppliers with a new avenue for sales and purchasing.
The company was founded in 2015 and has raised $23M in capital.
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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=RP_JqP2P9kY
Will auto manufactures usurp car dealers and start selling direct to consumers? I think that current trends we're seeing in the automotive industry hint that this could be a plausible future state in auto. We've seen digitally enabled sellers like Carvana break into the top 10 U.S. eCommerce retailers while traditional auto dealerships are charging customers above sticker price. In this video, Nick Johnson joins me to discuss what we're currently seeing in auto and what we think the future of this industry looks like.
#Automotive #Dealership #Carvana
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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=9j3q-Eod9N0
Alex opens the episode from a new mystery location studio, if you can guess what state he's in (leave a comment) we'll send you an Applico prize! The first topic of the show dives into some examples of the marquee platform strategy, including Spotify's investment into podcasts, the closing of Microsoft's Mixer, and Epic Games' PC game marketplace. Alex also breaks down why striking against a platform monopoly like Facebook won't work.
Originally Aired: 06/24/20
TIMESTAMPS:
00:58 Marquee Strategy
03:22 Spotify Podcast Deals
06:27 Mixer Shuts Down
11:30 Epic Games Store
12:37 Facebook Cancel Culture
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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=JWNBR4MeCRs
Netflix Streaming Wars:
Alex discusses Netflix's flat stock performance as of late and explains why the company is not considered a platform business. He goes on to break down how platform dynamics are missing from the current streaming model and why this allows competitors to quickly spin out competitive service offerings and capture market share from first movers like Netflix.
Originally Aired: 03/16/21
#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.
Netflix Streaming Wars
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https://www.youtube.com/watch?v=gG7XcXG0rAE
ContextLogic Inc, more commonly known as Wish, has announced that CEO and founder Piotr Szulczewski will be stepping down amid yet another poor earnings report. Alex digs into Wish's struggles with user growth and and explains why he's been bearish on the platform since the company's initial public offering in in December 2020.
Originally Aired: 11/16/21
#Wish #Earnings #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.
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https://www.youtube.com/watch?v=1DGihuePKrk
Alex discusses the limited activity seen from traditional retailers as marketplace platforms have continued to grow and become mainstream. He highlights a recent example of retailer JCPenny partnering with Landing International, a little known B2B cosmetics products marketplace that allows smaller brands access to large scale retail integrations. Moazed explains why retailers should be making more deals with marketplaces and how big brands can leverage existing assets to secure favorable terms and innovate upon outdated eCommerce offerings.
This is an excerpt from episode 181 of Winner Take All. Watch the full episode here:
Originally Aired: 11/02/21
#Retail #Marketplace #JCPenny
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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=w9_3wrIaIAo
Square has announced plans to acquire AfterPay, an Australian financial technology company, in a $29 billion all-stock deal. Alex outlines why he thinks AfterPay could be a key acquisition for Square to platformize its business and potentially cause massive disruption to the payments/credit card industry.
This is an excerpt from episode 177 of Winner Take All. Watch the full episode here: https://youtu.be/-_-gdMpUqbk
Originally Aired: 10/13/21
#Square #AfterPay #Fintech
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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=WVsRoyhO7A4
European delivery platform Just Eat Takeaway made headlines in early June when they announced a deal to acquire U.S. food delivery platform Grubhub for $7.3 billion, a sizeable premium compared to what competitor Uber was offering for Grubhub. Alex looks at a recent interview with Grubhub CEO Matt Maloney that reveals part of the reasoning behind why Just Eat Takeaway was willing to pay a premium for the U.S. food delivery platform.
This is an excerpt from episode 95 of Winner Take All. Watch the full episode here: https://youtu.be/AW7Q27xCyRI
Originally Aired: 06/16/20
Grubhub CEO Matt Maloney on Just Eat Takeaway deal: https://youtu.be/8dXExjG7ZDQ
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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=GCGxup1Fqd0
Applico CEO Alex Moazed joins Mornings with Maria on Fox Business to discuss FAANG's 2020 outlook and explains how Netflix is lacking in defensible network effects. Alex also answers questions about Microsoft's content plays, the future of Google, and global regulation of tech monopolies.
What are Network Effects?: https://www.applicoinc.com/blog/network-effects/
Don't bet on Netflix in 2020: Applico CEO: https://video.foxbusiness.com/v/6118007638001/#sp=show-clips
? 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=_bGCuyXF11w