Chinese Communist Government Uses Tech Monopolies to Enforce Policy ?? | Winner Take All
Tensions surrounding the Hong Kong protests have resulted in the NBA being banned from China and a Hearthstone player's tournament winnings being revoked. Alex and Nick talk about China's communist government using tech platforms to enforce policy and look at how these incidents can be linked to Chinese tech giant Tencent.
Alex discusses the role M&A (mergers and acquisitions) has played in the tremendous growth trajectory of big tech monopolies like Microsoft, Google, Apple, Amazon, and Facebook. He goes on to analyze how in recent years, platforms have faced regulatory headwinds around continued acquisition deals and explains how he thinks this will impact Mark Zuckerberg's push to own the Metaverse. He goes over the small acquisition deals Facebook (AKA Meta) made in 2021, highlighting how all of them are metaverse focused. Despite all Meta's Metaverse M&A activity, Moazed ponders what kind of large deals (Roblox perhaps?) Zuckerberg would attempt to make if the regulatory enviornment was more lax.
00:00 - Subscribe and Follow the Fight Against Big Tech
00:21 -Big Tech using M&A for growth
01:30 - Why can't Big Tech build from scratch?
02:32 - Is Facebook buying Metaverse companies?
02:50 - Will Facebook Buy Roblox?
03:52 - What Metaverse Startups has Facebook Acquired in 2021?
04:47 - Why Meta's deals are so small
05:15 - Facebook (Meta) is building from scratch
06:21 - Subscribe for more on the business side of tech
Originally Aired: 12/30/21
#Meta #Metaverse #Startups
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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=XapbixYePkg
Alex discusses with Wilkinson what Andrew looks for when making and investment or acquisition of a digital business. Wilkinson explains how he sees his investment philosophy as more qualitative than the average investor and details how over time, he's learned it's better to pay up for a business with a compelling competitive advantage rather than trying to make an acquisition at a discount.
See our full interview with Andrew Wilkinson here: https://youtu.be/4qJzJzv-YKU
Originally Aired: 05/18/21
#Investing #Acquisition #InternetBusiness
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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=0E7HWgLVpTo
Alex looks at Nuro, an autonomous delivery startup, and its recent raise of $600 million which included investment from Google Cloud. He goes on to describe why he sees last mile delivery as a key for unlocking the commercial autonomous vehicle market and how this could be the first step towards autonomizing other commercial areas like long haul trucking.
This is an excerpt from episode 183 of Winner Take All.
Originally Aired: 11/09/21
#Autonomous #Tesla #Nuro
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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=8ihLBiCHdig
Alex looks at data showcasing the exploding demand for inflation-protected bonds in the United States. Treasury Department data shows over $3.8 billion in sales of Series I savings bonds in November and December of 2021. Series I bonds pay a fixed interest rate plus inflation. Alex discusses his heightened concerns about the 2022 economic environment and laments on how the FED and current government representatives are handling inflation.
This is an excerpt from episode 191 of Winner Take All. Watch the full episode here: https://youtu.be/IHmfbNjZ7RA
Originally Aired: 01/18/22
#Inflation #Bonds #Hedge
—
? 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=9CgKk0YvGCg
General Spalding discusses why he's optimistic despite the mass meddling and subterfuge we've seen from the Chinese Communist Government. He also offers his commentary on Alex's point about foreign companies being unable to get money out of their Chinese operations and whether or not there's urgency within the Chinese Government to challenge Taiwan.
See our full interview with General Spalding here: https://youtu.be/nIPTaWL1jnw
Originally Aired: 05/04/21
#GeneralSpalding #CCP #Geopolitics
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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=yZ9gmQiaSVQ
Alex starts the show with a quick look at Poshmark, a fashion marketplace whose stock has sharply fallen since touching the $100+ mark on IPO day. After breaking down if $POSH is more fairly valued in the ~$40 range, a quick ranking of the tech giants in FAMGA (Facebook, Amazon, Microsoft, Google, and Apple) is given before diving into the current regulatory environment for tech. Also covered, what regulatory capture is, the Chinese government restricting government workers from driving Tesla vehicles, and Palantir CEO Alex Karp's commentary on U.S. tech companies lack of willingness to work with the U.S. government. The show closes with a short breakdown of how take rates work in platform businesses.
Originally Aired: 03/26/21
#RegulatoryCapture #PalantirCEO #FAANG
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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=vhATzxj6owA
The US Committee on Foreign Investment has launched an investigation into the Chinese owned social video app TikTok. Alex discusses the investigation and compares tech protectionism actions that the Chinese and US governments have taken.
U.S. Launches National Security Probe Into Chinese-Owned App TikTok: https://www.lawfareblog.com/us-launches-national-security-probe-chinese-owned-app-tiktok
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https://www.youtube.com/watch?v=pnPWCB4rHCc
Patreon, a platform that facilitates creators earning money from fans through subscriptions, has announced a $90 million Series E raise at a $1.2 billion valuation. Alex discusses Patreon's business model and explains why he's bullish on the newly minted unicorn startup.
This is an excerpt from episode 114 of Winner Take All. Watch the full episode here: https://youtu.be/Ke8lJZGZgsc
Originally Aired: 09/04/20
00:00 - Subscribe for Tech & Business News Daily
00:12 - Patreon raises Series E
00:30 - Patreon Business Model
01:13 - Growth Numbers
01:50 - Competitors?
02:02 - COVID Growth
Patreon Raises $90 Million in Financing, Creator-Membership Platform Worth $1.2 Billion: https://variety.com/2020/digital/news/patreon-raises-90-million-funding-valuation-1234756351/
Patreon on Crunchbase: https://www.crunchbase.com/organization/patreon
—
? 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=poOPaXkbwMI
Alex goes over some of the key tools for facilitating corporate innovation.
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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=AekXSXXkYVA