Alex opens the show with a look at Allegro, Poland's top marketplace  platform, and their recent IPO in Warsaw. Next, a breakdown of the  Disney reorganization, looking at both the new direction for the company  as well as some changes to personnel. Moving into the second half of  the show, Alex discusses potential international headwinds for Jack Ma's  Ant Financial and checks in on Huawei's business. The show closes on  the topic of Amazon Prime Day and whether or not big tech giant Amazon  is still taking innovative moonshots.  

Originally Aired: 10/13/20

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