Match Group and Uber stocks (both in the PLAT ETF) received upgrades by analysts on Monday. Alex looks at why Citigroup and Deutsche Bank made these upgrades and breaks down some of the new Uber numbers that have been revealed.
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
Internal Amazon sources are saying that Amazon optimized their search algorithm to favor products more profitable to the company. Alex talks about what regulators should be doing to prevent the abuse of producers on platforms like Amazon.
This is an excerpt from episode 23 of Winner Take All. Watch the full episode here: https://youtu.be/YtEyjUGRcaU
Amazon Changed Search Algorithm in Ways That Boost Its Own Products: https://www.wsj.com/articles/amazon-changed-search-algorithm-in-ways-that-boost-its-own-products-11568645345?mod=djemalertNEWS
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https://www.youtube.com/watch?v=HnUsbOMxnZk
The episode starts off with a look at updated numbers from the various streaming service providers as the competitive landscape enters a new phase post COVID pandemic. Next, a look at an interesting Wall Street Journal article that details how Amazon will take equity from its suppliers. Also covered, Zipline, a startup that can deliver blood to doctors via drones, and Alex's thoughts on Gympass's recently announced series E funding round.
Originally Aired: 07/10/21
#StreamingWars #Gympass #Amazon
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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=GmGYJ7af-Pc
The show starts off with a look at a new non-binding legal opinion penned by Supreme Court Justice Clarence Thomas on the principal legal difficulty that surrounds digital platforms. Justice Thomas highlights some of the challenges with invoking old doctrines in regulation of social media companies and other platforms. Alex discusses the non-binding concurring opinion and the possibility that content platforms could become classified as common carriers, subjecting these companies to special regulations, including a general requirement to serve all comers.
The second half of the show takes a look at two recently released marketplace rankings, Andreessen Horowitz's 2021 Marketplace 100, and Applico's new B2B Marketplaces Top 50 Ranking.
Download Applico's B2B Marketplaces Top 50: Coming Soon!
Andreessen Horowitz's 2021 Marketplace 100: https://a16z.com/marketplace-100/
Supreme Court Justice Clarence Thomas Opinion: https://www.supremecourt.gov/opinions/20pdf/20-197_5ie6.pdf
Originally Aired: 04/06/21
#CommonCarriers #TechNews #Marketplaces
—
? 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=GAlz07EFVuU
IPO season continues with a both Roblox and Wish releasing S-1s. Alex has breaks down each platform's offering. Next, a deeper look at Airbnb's expenses and analysis on whether or not the company needs management changes as it goes public. The show closes with a look at Amazon's new online pharmacy offering.
Originally Aired: 11/23/20
#IPO #OnlinePharmacy #AirbnbIPO
00:00 - Subscribe for Tech & Business News Daily
00:38 - Roblox S-1 Filing
19:12 - Wish IPO
36:44 - Airbnb Expense Management
44:08 - Amazon Pharmacy
—
? 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=Fc54ia96rfU
Alex kicks off the episode looking at eBay's changes to how the company will be reporting gross merchandise volume and he breaks down what eBay's claimed immaterial differences between the old and new GMV numbers actually are. Reddit has confidentially filed for IPO and we take a look at how profitable of an investment Reddit could turn out to be for Advance Publications who acquired the platform back in 2006. Also covered, Amazon opening a bookstore for the Chinese Communist Party, Cathie Wood's "promise" that her ARK ETF's will return 40%, and a big milestone in the digitization of the B2B industry. Alex also shares his favorite highlights from Marketplace Pulse's fabulous Marketplaces Year in Review 2021.
00:00 - Subscribe and Fight Big Tech
00:36 - eBay's New GMV
11:54 - Reddit Going Public
17:20 - Amazon's CCP Bookshop
26:00 - Marketplaces Year in Review 2021
34:02 - a B2B eCommerce Milestone!
37:23 - ARK's 40% Return Promise
Marketplaces Year in Review 2021:https://www.marketplacepulse.com/marketplaces-year-in-review-2021
Originally Aired: 12/21/21
#Podcast #BigTech #B2B
—
? 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=883M94feHQQ
B2B Marketplace Platforms:
DOWNLOAD a copy of our 2021 Top 50 B2B Marketplace Rankings: https://resources.applicoinc.com/b2bmarketplaceranking/
B2B distribution, the United States’ largest industry generating nearly $7 trillion annually, is undergoing tremendous change. Few alarm bells are sounding and most distributors show little concern about what Ian Heller calls the wholesalepocalypse. Yet Amazon Business has rapidly made headway in B2B distribution. Per Applico’s prediction in 2018, Amazon Business is on track to do $75B in annual GMV by 2023. Bank of America analysts predicted $52B by the end of 2023, but Amazon Business’ current growth trajectory has surpassed that projection. B2B distributors, as well as manufacturers, are in BIG trouble. The rise of Amazon Business spells the downfall of large incumbent distributors and manufacturers, if they don’t act.
This report ranks the top 50 B2B marketplace startups. Like distributors, these startups are also competing against Amazon Business. We believe every startup in this ranking should be studied thoroughly by distributors and manufacturers alike. And quickly. Asset-inflation is on the rise according to Lending Tree’s Chief Economist Tendayi Kapfidze (https://youtu.be/Rdd5Yi_ZzLk).
Applico has correctly predicted the growth in B2B marketplaces over the last several years and we believe the industry is on the cusp of a B2B commerce renaissance. Applico is actively advising major distributors and service providers in B2B distribution on how to better engage with tech startups. The more enterprises and startups work together, the worse off for Amazon and the better off for just about everyone else. If this sounds like you, get in touch at info@applicoinc.com!
Originally Aired: 04/06/21
#B2B #Marketplace #
—
? 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=uZDYQo0zDOk
Investigators in India have raided top sellers on Amazon and Walmart owned FlipKart over violations of Indian competition law. The Competition Commission of India is reportedly questioning executives of the third party seller companies, gathering emails, and seizing data and documents.
The raids follow a Reuters investigation last year which was based on Amazon internal documents and showed the company gave preferential treatment for years to a small group of sellers on its platform, including Cloudtail, and used them to bypass Indian laws. (https://reut.rs/3rTWXxi)
India seizes documents, data from Amazon, Flipkart sellers in raids: https://www.reuters.com/world/india/india-seizes-documents-data-amazon-flipkart-sellers-raids-sources-2022-04-29
#BigTech #amazonseller #FlipKart
—
? 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=4002nrK6Mbs