Hot off the heels of DoorDash's acquisition of Wolt to expand the delivery platform's reach into Europe, Alex proposes a marquee deal that could be on the horizon for DoorDash to gain parity with Uber.
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=PNtnPGFFga0
Drew Oetting is the Founding Partner at 8VC, a leading supply chain and B2B technology venture capital investor with more than $7 billion in assets under management. With investments into logistics tech like Project 44, Deliverr, and Flexport, B2B SaaS in the hands of construction contractors like Kojo, AI companies like Palantir and B2B marketplaces like Knowde, Drew and the 8VC team have a unique vantage point to see what’s on the horizon for innovation in the supply chain and wholesale distribution.
Austin, Texas – The National Association of Wholesaler-Distributors (NAW), the voice of the $8.2 trillion wholesale distribution industry that employs over 6 million U.S. workers, along with Applico, an advisor to billion-dollar distributors and manager of the wholesale distribution industry’s first dedicated venture capital fund, announced today that Drew Oetting, Founding Partner at 8VC will be the Investor Keynote for the 2023 NAW Innovators Summit, powered by Applico; and Daniel Jaffe, Partner at 9Yards, will be the spotlight investor speaker at #IS2023.
Taking place Tuesday, November 14, 2023, from 3 p.m. CT – Thursday, November 16, 2023, at 1 p.m. Austin, Texas, at the Omni Austin Hotel Downtown, the NAW Innovators Summit powered by Applico, has been hailed as the industry’s top matchmaking event between distributors, leading B2B tech companies and investors.
“We are thrilled to welcome Drew and Daniel to the Innovators Summit stage,” said NAW CEO Eric Hoplin. “In 2023, the Innovators Summit seeks to showcase everything unique about the inaugural technology conference from 2022 while also expanding the types of technology companies present and inviting the investor community to further participate and share their unique perspective and insights. We look forward to hearing from these two highly respected leaders from the investor community and curating an incredible program for attendees,” Hoplin concluded.
“This event is truly a one-of-a-kind experience to hear the real story behind innovation in B2B,” said Applico Founder and CEO Alex Moazed, “Having two investor leaders like Drew and Daniel will provide Innovators Summit attendees inside knowledge on what VCs look for in technology companies, how they underwrite the risk and where they see valuations and the market headed.” Moazed concluded.
The NAW Innovators Summit powered by Applico welcomes leading industry executives across North America to meet the founders of the most exciting B2B distribution-focused technology startups in closed-door presentations. Attendees get the ‘inside scoop’ – and if distributors like what they hear, they can book private, one-on-one time with founders to discuss opportunities in more detail.
The technology tracks will include marketplace technology, sales and operations technology, supply chain technology and “AI in action” – pragmatic examples of AI for wholesale distributors.
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https://www.youtube.com/watch?v=m8Z5igtmQeM
The episode opens up looking into the tumultuous market conditions as of late and Netflix's reporting that subscriber numbers are declining. Next, Elon Musk has announced the Twitter deal is on hold pending verification on the number of fake/bot users. I discuss what these means for the deal price and if this could be the end of this transaction. Also covered, Nike files a lawsuit against sneaker marketplace StockX and Walmart's marketplace sees a huge influx of Chinese sellers. We wrap up with JP Morgan's accidental "uninvestable" rating given to Chinese internet stocks, WhatsApp employees speaking out against Facebook, and India cracking down on Amazon and Walmart abusing legal loopholes.
#Podcast #BusinessNews #NFLX
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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=0tjEI1X-vRs
Facebook has said that they don't want to be in charge of deciding what's true or false. Alex discusses who he thinks should be in charge of determining content validity and what role regulators should play in this process.
This is an excerpt from episode 22 of Winner Take All. Watch the full episode here: https://youtu.be/Gs2z5F2qyp8
Facebook doesn't want to decide 'what's true and what's false,' exec says: https://finance.yahoo.com/news/facebook-monika-bickert-disinformation-140604791.html
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https://www.youtube.com/watch?v=RSPIZZkiclI
? NOTE: This episode originally streamed before last night's news of Salesforce acquiring Slack for $27.7 billion. Update video on that deal coming soon!
The show opens with Alex discussing reports that Salesforce is interested in purchasing communications platform Slack. Next, a look at Instacart expanding their market footprint via a new partnership with Best Buy. The second half of the show covers the large transfer of wealth brought on the by pandemic and lock down protocols, before ending with coverage of innovation in the clinical trials space.
Originally Aired: 11/25/20
#SalesforceAcquisition #TechDeals #Instacart
00:00 - Subscribe for Tech & Business News Daily
00:22 - Saleforce Interested in Slack
04:37 - Instacart Partners w/ Best Buy
09:27 - Wealth Transfer
18:26 - Healthcare Ramifications
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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=apesLwEnTFQ
Andreessen Horowitz has announced an investment of $350 million into Flow, a new residential real estate company from infamous WeWork founder Adam Neumann. In a blog post by Marc Andreessen, the noted VC investor describes Neumann as a "visionary leader" and a founder who at times doesn't get the credit he deserves for "fundamentally redesigned the office experience". I'd imagine a large portion of these funds are to be tied up in hard assets (i.e. real estate) which I think makes this investment into a controversial founder like Neumann a bit more palatable.
#wecrashed #a16z #realestateinvesting
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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=bWbY1s22wGs
Catch Founder & COO Kristen Tyrrell joins the show to discuss California's Assembly Bill 5. Alex and Nick also break down Alex's appearance on CNBC's Power Lunch, Google acquiring Fitbit, and Facebook Earnings.
Notes from this episode -
Microsoft deal a ‘great validation’ of cloud strategy, says analyst: https://www.cnbc.com/video/2019/10/28/microsoft-deal-a-great-validation-of-cloud-strategy-says-analyst.html
Uber, Lyft, and DoorDash kick off $90 million fight against California’s gig worker law: https://www.theverge.com/2019/10/29/20938452/uber-lyft-protect-doordash-ab5-gig-worker-law-ballot-california
Catch: Personal, Portable Benefits for Everyone: https://catch.co/
Apple’s Earnings, iPhone Pricing, Additional Notes on Apple’s Earnings: https://stratechery.com/2019/apples-earnings-iphone-pricing-additional-notes-on-apples-earnings/
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https://www.youtube.com/watch?v=mwLMkoS10uU
The show opens with a recap of Munchery co-founder Tri Tran's correct prediction on yesterday's episode about who would be the most likely buyers if Grubhub were to sell their delivery platform. Next, Alex breaks down Mark Zuckerberg's newly published 10 year roadmap and discusses how we haven't yet seen the next big development platform. The show also covers Spotify's growing market share in podcasts and the importance of achieving consensus in the boardroom.
Notes from this episode -
Tri Tran on Winner Take All: https://youtu.be/A6-VDuDfgL4
Zuckerberg 10 year roadmap: https://www.facebook.com/zuck/posts/10111311886191191
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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=IpBWoElcsrA
New data shows that B2B buyers are permanently switching their purchasing habits to digital channels. A McKinsey & Co survey found that buyers are open to spending substantial amounts through digital channels. "35% [are] willing to spend $500,000 or more in a single transaction (up from 27% in February 2021). 77% of B2B customers are also willing to spend $50,000 or more." Alex looks over a Digital Commerce 360 article covering these new findings and explains why the B2B industry's shift to digital first is a monumental step forward as well as an opportunity for distributors who lean in and establish themselves as first movers.
This is an excerpt from episode 189 of Winner Take All. Watch the full episode here: https://youtu.be/883M94feHQQ
Originally Aired: 12/21/21
#B2B #eCommerce #DigitalTransformation
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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=Ic26FjC5J7s
Legendary co-founder of The Carlyle Group, David M. Rubenstein, joins Applico CEO Alex Moazed to discuss his new book How to Invest: Masters on the Craft. In David's new book, he interviews the greatest investors in the world to discover the time-tested principles, hard-earned wisdom, and indispensable tools that guide their practice.
Me and David discuss a gamut of both personal and business topics including manufacturing in America, his philanthropic work around America history, today's financial landscape, and the building blocks of great investors.
00:00 - Introductions
00:58 - Why is now the right time for How To Invest?
02:06 - Building blocks of great investors
03:29 - The number one thing great investors do
05:10 - Sneaking in Jimmy Carter's office
06:57 - Managing vs investing
08:02 - Are you a good investor?
08:33 - Starting an investment firm in 2022
09:45 - How should the average investor build wealth?
10:53 - How did you pick who you interviewed?
12:05 - David's favorite historical artifact
13:10 - Where did your love for America come from?
14:24 - I've given you a republic if you can keep it
15:49 - Missing on tech investments
16:27 - Is big tech damaging our democracy?
17:40 - The need to manage risk
19:00 - Why David doesn't gamble on sports
19:16 - What is the riskiest thing you've done?
20:31 - Permanent capital funds
22:05 - Pros and cons of remote workforces
24:44 - Is the U.S. economy in trouble?
26:54 - The U.S. $31 trillion debt
28:49 - Manufacturing in the U.S.
31:19 - Passion for ESG investments
33:41 - Is it possible to have ESG investing in China?
35:57 - U.S. firms splitting with China
38:03 - Optimism for the United States
39:06 - Identifying talent at Carlyle
40:37 - The worst investments you have made?
41:15 - What did you learn from this book?
43:43 - the financial service world goes beyond investing
44:57 - Working for charity
45:45 - David's rules for philanthropy
48:54 - Parting words and conclusion
#investing #ceointerview #investingforbeginners
A master class on investing featuring conversations with the biggest names in finance, from the legendary cofounder of The Carlyle Group, David M. Rubenstein.
What do the most successful investors have in common? David M. Rubenstein, cofounder of one of the world’s largest investment firms, has spent years interviewing the greatest investors in the world to discover the time-tested principles, hard-earned wisdom, and indispensable tools that guide their practice.
Rubenstein, who has spent more than three decades in the hypercompetitive world of private equity, now distills everything he’s learned about the art and craft of investing, from venture capital, real estate, private equity, hedge funds, to crypto, endowments, SPACs, ESG, and more.
-How did Stan Druckenmiller short the British pound in one trade for a profit of $1 billion dollars?
-What made Sam Zell the smartest, toughest investor the world of real estate has ever seen?
-How did Mike Novogratz make $250 million off crypto in one year?
-How did Larry Fink build BlackRock from scratch into a firm that manages more than $10 trillion?
-How did Mary Callahan Erdoes rise to the top of J.P. Morgan’s wealth management division to manage more than $4 trillion for individuals and families all over the world?
-How did Seth Klarman perfect value investing to consistently deliver net returns of nearly 20 percent?
With unprecedented access to global leaders in finance, Rubenstein has assembled the most authoritative book of its kind. How to Invest reveals the thinking of the most successful investors in the world, many of whom rarely speak publicly. Whether you’re brand-new to investing or a seasoned professional, this book will transform the way you approach investing forever.
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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=EWWixDrWi1Q