Winner Take All

Alex starts off the show with a look at Airbnb's insane post IPO value. He compares Airbnb's financials to Booking.com's and breaks down if he's bullish or bearish after the platform's first day on public markets resulted in a 100+% jump. Next, a look at the week's other platform IPO, DoorDash. Alex compares DoorDash to Uber Eats and explains why DoorDash, while expensive, is more accurately valued than Airbnb. The show closes with coverage of the massive new antitrust allegations brought against Facebook by the FTC and over 40 states.  

Originally Aired: 12/10/20 

#FacebookAntitrust #DoorDashIPO #AirbnbIPO 

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The show kicks off with Alex discussing bitcoin and whether or not it's a  platform. Next, the latest on the Section 230 repeal and what erasing  this legal shield could do to content platforms and beyond(even  Amazon?). Also covered, Facebook acquiring software company Kustomer,  Inc., Google penalizing Barry Diller and IAC, and Metromile's SPAC IPO.  The show closes with a look at the increased competition between China  and the United States.  

Originally Aired: 12/08/20 

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The episode starts with a deep dive into Affirm's S-1 filing. Alex  breaks down the fintech lender started by PayPal alum Max Levchin and  wonders why there's not more competition in this space. Next, a look at  the content platform, OnlyFans, which is growing faster than Twitch,  Cameo, and Patreon (and no... Alex doesn't have an account)! Also  covered, Whole Foods CEO John Mackey's recent comments on capitalism,  India adding more Chinese apps to their ban list, and Salesforce's  acquisition of the messaging platform Slack.  

Originally Aired: 12/01/20

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🛑 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

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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

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The show opens with news on Ahold Delhaize acquiring New York based food  delivery service FreshDirect, a deal that Applico advised on. Next,  Alex covers Apple's recent adjustments to developer commissions in the  app store, a move he sees as a mistake by Apple. Also covered, Walmart  earnings, the CCP's crackdown on tech, and whether or not Twitter should  fire CEO Jack Dorsey.  

Originally Aired: 11/19/20

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Originally Aired: 11/17/20

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It's a jam packed episode that kicks off with Alex taking a look at the  announced monster investment Alibaba plans to make in online fashion  platform Farfetch. Next, a look into what happened to Ant Group's record  IPO and discussion on the moves IAC has made with the video platform  Vimeo. Also covered, TikTok owner ByteDance is raising $2 billion, a  look at who is winning the food marketplace platform war, and the EU's  new antitrust allegations against Amazon.  

Originally Aired: 11/12/20 

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#Food #AntIPO #FarfetchStock

Moment CEO Tim Kendall joins Alex Moazed to discuss a plethora of topics  concerning social media platforms, online censorship, matchmaking  algorithms, and the impact digitization has had on social well-being.  Tim architected early monetization strategies for Facebook and Pinterest  as Facebook’s first Director of Monetization and President of  Pinterest. Tim currently serves as CEO of Moment, which has helped over 8  million people build healthier relationships with their phones and is  fighting to reimagine the tech industry as one built for its users.  Additionally, Kendall serves as a board member of UCSF Benioff  Children's Hospital.  

Download the Moment app here: https://app.inthemoment.io/  

House Committee on Energy and Commerce Testimony of Tim Kendall:  https://energycommerce.house.gov/sites/democrats.energycommerce.house.gov/files/documents/09.24.20%20CPC%20Witness%20Testimony_Kendall.pdf  

Originally Aired: 11/09/20 

#SocialHealth #SocialMediaAddiction #FacebookInsider

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The show opens with a quick note on election day and a look at new  findings around water on the moon🌖. Next, Alex dives into Twitter  losing 20% of its market capitalization and Expensify's CEO emailing the  entire customer base about the U.S. presidential election. The second  half of the show covers Facebook's content monopoly and U.S. Q3 GDP.  

Originally Aired: 11/03/20

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