Modern Monopolies Co-Author and Applico Prinicpal Nick Johnson joins the show with Alex to look at the history of Platform M&A deals, breaking down whether or not we see tech monopolies still taking the build from scratch approach. Additionally, Johnson and Moazed dig into how they characterize platform business model revenue, a key metric for determining inclusion in WisdomTree's platform business focused ETF, the WisdomTree Growth Leaders Fund ($PLAT).
Originally Aired: 03/12/21
#Platform #PlatformBusiness #Tech
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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=Zt3h4zb9sck
Daniel Jaffe is Partner at 9Yards Capital, a growth stage technology investment firm focused on foundational industries, starting with fintech and logistics tech. Daniel covers all things supply chain, logistics, and the real economy. Some noteworthy investments include logistics-tech companies such as Emerge, Deliverr, and Mudflap; B2B fintech firms such as Built and Remote; and distributor tech companies such as Kojo and Pepper.
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=DAh-2bB1_Uo
This episode of Winner Take All starts by looking at Peloton, a downtrodden exercise equipment and "media" company that activist investors are peddling to everyone from Disney and Netflix to Berkshire Hathaway. Alex comments on why he thinks the business is in decline and criticizes Peloton for claiming to have Network effects. Next, discussion on why music isn't profitable for Spotify, how the company's cash flow is not as it appears, and the controversy surrounding its marquee podcaster Joe Rogan. The episode closes with news of Facebook stock being wiped out in the biggest one-day drop in stock market history.
NOTE: We forgot to record the outro so sorry for the abrupt ending. We promise to tell you to "have a nice day" at the end of the next episode.
#PelotonStock #Spotify #FacebookStock
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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=ZJy7kafdhXE
Applico CEO Alex Moazed details the jump seen in corporate venture capital activity in 2021 and looks forward at increased CVC activity forecast to take place in 2022. He explains why we're seeing more venture capital investment from corporate entities and why an increased number of legacy industry players are looking at investing into disruptive tech startups.
Corporate venture capital is the investment of corporate funds directly in external startup companies. CVC is defined as the "practice where a large firm takes an equity stake in a small but innovative or specialist firm, to which it may also provide management and marketing expertise; the objective is to gain a specific competitive advantage." Examples of CVC entities include Google Ventures and Intel Capital.
#CVC #VentureCapital #Corporate
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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=ul6kXv1f4xI
WeWork has faced a large amount of scrutiny over whether they're a tech company or just a standard real estate operation. Alex talks about how WeWork could accomplish some of their tech company aspirations while staying true to company roots.
This is an excerpt from episode 21 of Winner Take All. Watch the full episode here: https://youtu.be/-8867hq_3ZE
Powered by We: https://www.poweredbywe.com
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https://www.youtube.com/watch?v=zg8LtBJoj1s
The Cyberspace Administration of China has published new rules that will impact how internet companies manage content that challenges national unity. Alex discusses the new "positivity" rules that take effect March 1st and explains how complying with this kind of regulation can be a large cost for tech monopolies.
This is an excerpt from episode 56 of Winner Take All. Watch the full episode here: https://youtu.be/Ok7pN0oVHA8
China internet rules call for algorithms that recommend 'positive' content: https://www.engadget.com/2019-12-22-china-internet-rules-recommendation-algorithms.html
—
? 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=J22AQVZKfeo
Material Bank has announced they will acquire Architizer, a global digital powerhouse in the architecture space that offers the world’s largest database of architectural projects for architects, interior designers, landscape architects, and other AEC professionals. I think this is a great example of the B2B marketplace landscape maturing and prominent platforms moving downstream in the supply chain to capture additional platform opportunities.
Material Bank Acquires Architizer and Continues its Strategic Expansion into the Architecture Space: https://www.globenewswire.com/news-release/2022/06/23/2467862/0/en/Material-Bank-Acquires-Architizer-and-Continues-its-Strategic-Expansion-into-the-Architecture-Space.html
#Architizer #MaterialBank #homebuilder
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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=MYIji2yLkU4
The show starts off with an interview of Harsh Khurana, the CEO of Cultivate, a browser extension and shopping app with a mission to help businesses that are manufacturing goods locally. Next, a look at Leaflink's expansion of its logistics offerings and a highlighting of the macro trend in which B2B marketplaces broaden via key value added services around logistics and/or financing. Also covered, Macy's partnering with Mirakl to open a digital marketplace, and a look at the various approaches B2B players are taking to offering eCommerce tools to customers.
00:00 - Subscribe and Fight Big Tech
00:20 - Interview w/ Cultivate CEO Harsh Khurana
14:08 - A Big Cannabis B2B Op
20:52 - Macy's Marketplace Finally?
26:35 - B2B eCommerce Offerings
Originally Aired: 11/23/21
#B2B #Logistics #B2BPodcast
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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=Gh2jb4MHpSA
Jeff Bezos, Amazon Founder and Executive Chair, has spoken up on Elon Musk's acquisition of Twitter. Bezos, in a tweet sent out April 25, 2022, inquires as to whether or not Elon and Tesla's ties to China could give the adversarial government some leverage to control speech on Twitter.
I think this is a bit of an odd thing for Jeff Bezos to call out about Musk when Amazon's business is arguably more so dependent on China (we pull the stats in this video showing how many of the top Amazon sellers are China based). If there was a foreign government to call out for abusing Twitter's platform, most people would point to Saudi Arabia. Something tells me Bezos will be hesitant to call out the Saudi government any time soon...
#Bezos #twitterupdate #ElonMusk
—
? 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=jwhuwsYYmvI