Livestreaming Growth ?: New Data Shows Strong Uptrend on Twitch Continues?
Twitch Growth: While platform wars rage on in areas like food delivery, grocery, and luxury fashion, one seemingly decided platform winner is Twitch with livestreaming. Alex digs into the latest data on Twitch's domination of the livestreaming market which has seen strong gains from the stay-at-home economy. He also looks back on how Google almost purchased Twitch before upcoming 2021 Amazon CEO Andy Jassy secured the $970 million deal for Amazon.
Originally Aired: 02/11/21 #SocialMedia #LiveStreaming #Twitch
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=9IyGnXAWFFY
Airbnb, a platform for booking vacation rental homes, has announced the company will cease its operations in China. As of July 30th, all experience and home listing will become inactive. Airbnb cited China's strict public health policy as reason for shuttering but I think there's more going on here as we've seen multiple Western internet platforms leave the country.
We've often talked about how China fostered a tech industry via protectionism that benefited its domestic startups. I think China's move to promote home grown innovation through tech protectionism is frankly, brilliant. With such aggressive policy and hostility towards outside foreign tech entrants, I think it's senseless for everyone from startups to large enterprises to keep trying to enter the Chinese market.
#China #Startups #airbnb
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? 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=pDv4tqxl5lE
Alex discusses why the censoring and moderation of content specifically on monopoly platforms needs to be approached differently than on their smaller platform counterparts. He also takes a look at statistics in the EU's fifth evaluation on the Code of Conduct on Countering Illegal Hate Speech Online.
Fifth evaluation on the Code of Conduct on Countering Illegal Hate Speech Online: https://ec.europa.eu/info/sites/info/files/codeofconduct_2020_factsheet_12.pdf
This is an excerpt from episode 99 of Winner Take All. Watch the full episode here: https://youtu.be/8XBRrYomXQk
Originally Aired: 06/30/20
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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.
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https://www.youtube.com/watch?v=wR-ke--g4EM
The show opens for the first time from our new Greenwich, Connecticut studio with a look at how big tech has been helping to fight the Coronavirus outbreak. Next, Alex looks at security concerns that may come with government access to location data for quarantine purposes and how platforms stocks have been doing in the downturn. The show closes with a continued look at how the Coronavirus outbreak is impacting startups and analysis of the 2017 deal between home services provider Hello Alfred and luxury real estate firm Related.
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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=YQ3M0SiVzig
Applico CTO and former Munchery CEO, Tri Tran, joins the show to discuss Instacart's playbook to build a $1 billion ad business and what this revenue stream could mean for the delivery platform's highly anticipated IPO. Tran discusses how he sees the online grocery and delivery landscapes playing out over the next few years while highlighting some of the challenges he thinks Instacart will have to overcome to sell $1 billion in ads per annum. Alex and Tri close out the conversation by highlighting some alternative tech solutions in the food space that don't require that retailers cede the customer relationship to a gatekeeping tech provider.
Instacart's playbook to take on Google and Facebook: https://www.businessinsider.com/instacart-advertising-business-revenue-ipo-amazon-seth-dallaire-2021-6
Originally Aired: 06/24/21
#Instacart #Grocery #FoodBusiness
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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=y608hENVako
Alex opens the show talking about the three main buckets of businesses that are "pandemic proof". Next, he explains why Venture Capital is failing at supporting disruptive startups and breaks down the 4 lasting impacts he sees coming out of COVID-19. The show closes with a look at the new video service Quibi and a message about where we're currently at in the pandemic.
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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=CEdDz-c7yDI
As Grainger's eCommerce sales grow (up 11% last quarter) the company is working to expand their available SKUs. Alex and Nick discuss the company's goal to add 10 million items over the next 3-5 years and explain how they could reach this number much faster by embracing a marketplace model.
This is an excerpt from episode 41 of Winner Take All. Watch the full episode here: https://youtu.be/Nq0ecemkIzg
Grainger grows electronic sales 11% in the third quarter: https://www.digitalcommerce360.com/2019/10/24/grainger-grows-electronic-sales-11-in-the-third-quarter/
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https://www.youtube.com/watch?v=nil7rTo9gcg
Stories have been circulating about Apple repeatedly copying the functionality of top performing apps in the App Store, rendering third party developer's apps obsolete overnight. Alex talks about how regulators need to shift their focus from privacy concerns to looking at platform's unfair competitive practices with producers and suppliers.
This is an excerpt from episode 20 of Winner Take All. Watch the full episode here: https://youtu.be/RDpvB71FMhU
How Apple uses its App Store to copy the best ideas: https://www.washingtonpost.com/technology/2019/09/05/how-apple-uses-its-app-store-copy-best-ideas/
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https://www.youtube.com/watch?v=5FSm61dM_nM
Reports have come out that clothing retailer H&M is longer able to be found on some Chinese apps and platforms. Users looking to make eCommerce purchases or hail a ride to a physical store found no results on platforms like Didi, Pinduoduo, and Baidu Maps. Alex discusses the Chinese government using platforms to silence companies like H&M after criticism over forced-labor allegations in Xinjiang.
H&M Is Erased From Chinese E-Commerce Over Xinjiang Stance: https://www.wsj.com/articles/h-m-is-erased-from-chinese-e-commerce-over-xinjiang-stance-11616695377
Originally Aired: 05/12/21
#H&M #Xinjiang #Baidu
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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=Y6hxkyubTIk
This is an excerpt from our interview with Phil Sondhu, Managing Partner at Superseed Ventures. Watch the full episode on our Substack here: https://distributiontechnology.substack.com/
Originally Aired: 12/17/23
Phil’s thoughts on investing wise in the current climate and the shift in sustainability driven by government regulation
Superseed’s focus continues to be towards the end consumer, trades people and contractors. Within those audiences, brand differentiation is incredibly important. With the clear shift towards sustainability, driven by broader governmental mandates, this will inevitably alter long term strategies for many organizations. For Superseed, Phil sees strategic value in investing in startups that have long-term alignment with Reece business units.
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https://www.youtube.com/watch?v=fAN0LZF0l90