Winner Take All

Winner Take All

By Alex MoazedNewsTech News
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Winner Take All episodes

  • Winner Take All #122 | U.S. COVID GDP Decline, Snapchat Growth in India, OSIRIS-REx Asteroid Dust

    Alex opens the show discussing NASA's OSIRIS-REx spacecraft collecting  an asteroid sample with plans to return to earth in 2023. Next, a look  at GDP decline due to the coronavirus pandemic and how an  apples-to-apples comparison looks between different countries. The show  closes with news of Snapchat gaining large numbers of users in India  over the past quarter.  

    Originally Aired: 10/22/20

    00:00 - Subscribe for Tech & Business News Daily

    00:21 - Asteroid Dirt Grab?
    03:19 - Q2 GDP Impact
    12:30 - Snapchat in India

    19 min
  • Winner Take All #121 | Space🌌🛰, Decline of First Financings, Section 230, Tech vs Dot Com Bubble

    The show tips off with a look at a couple cool new ventures involving  space. Next, a look at data from PitchBook that shows a decline in  first-time equity investments in startups, AKA first financings. Next, a  quick look at PLAT and tech stocks surpassing the value of the dot com  bubble's peak. The subject then shifts to regulation and section 230  before closing the show with a look at Netflix's earnings miss.  

    Originally Aired: 10/20/20

    00:00 - Subscribe for Tech & Business News Daily

    00:22 - Space!
    06:49 - Decline in First Financings
    11:48 - Tech vs Dot Com Bubble
    15:50 - Section 230 and Bespoke Regulation
    26:19 - Netflix Earnings Miss

    34 min
  • Winner Take All #120 | New Tech Platform IPO, Disney Reorg, Huawei Update

    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

    00:00 - Subscribe for Tech & Business News Daily

    00:19 - Allegro, Polish Platform IPO
    04:23 - Disney Reorg
    09:31 - US Curbing Chinese Payment Platforms
    15:19 - Huawei Post-Ban
    20:59 - Prime Day

    25 min
  • Adrien Nussenbaum | Mirakl Co-Founder and CEO

    Mirakl is a French cloud-based eCommerce software company specializing  in marketplace platforms. Adrien Nussenbaum, Co-Founder and CEO of  Mirakl, joins Alex to discuss marketplaces, the platform future, and  Mirakl's own platform for marketplace sellers, partners, and operators,  Mirakl Connect.  

    Originally Aired: 10/15/20  

    #Marketplace #CEOInterview #FounderInterview

    00:00 - Subscribe for Tech & Business News Daily

    00:21 - Mirakl Co-Founder and CEO Adrien Nussenbaum
    00:40 - What is Mirakl?
    03:15 - Mirakl Co-Branding/Partnerships
    06:25 - Product Mapping
    07:44 - Need and Demand Coming From Customers
    10:21 - Mirakl Connect Platform
    13:23 - Growth w/ eCommerce Startups
    16:02 - Aggregating Supply Long Term
    21:33 - Marketplaces Will Be Mandatory
    24:17 - Different Shades of Marketplaces
    26:30 - Mirakl's Accolades

    31 min
  • Quick Update: Google DOJ Anti Trust Review

    Great to be on Maria Bartiromo this morning talking about the nothing burger of a case the DOJ just filed against Google.


    If I’m Jeremy Stoppelman Glenn Fogel Steve Kaufer , I’m very disappointed. Why isn’t the DOJ focusing on how Google takes  advantage of its suppliers like Yelp, TripAdvisor, Expedia, Booking.  Platform tech monopolies take advantage of their suppliers, not  consumers. When Google vertically integrates and charges rent to 3rd  party websites, this is where their revenue growth is coming from the  past 10+ years. Yet, the DOJ decides to pick a 3 year old fight that the  EU already fought and had a lackluster settlement in 2018. Cheers to  having a 3+ year legal battle to get a few billion dollar settlement and  a search engine auction system? What a wasted opportunity.

    Alexander Okuliar Aaron Hoag fyi - the key is that suppliers = customers. Yelp, Trip, Expedia,  Booking are all customers of Google. Google takes advantage of them.  Follow the money!

    9 min
  • Winner Take All #119 | Silicon Valley Echo Chamber, Walmart Investment Thesis, Uber Sells Freight

    Alex opens the show looking at Walmart's continued investments into  digital and news of them exiting a brick and mortar investment in the  United Kingdom. Next, a look at Jio Mart and platform investments in  India. The second half of the show covers Uber selling off a stake in  their freight business and backlash Coinbase CEO Brian Armstrong is  facing after establishing an apolitical corporate stance.

    Originally Aired: 10/01/20  


    00:00 - Subscribe for Tech & Business News Daily
    00:32 - Walmart Investing Digital
    08:49 - Reliance Retail
    20:01 - Uber Sells Freight
    28:50 - Silicon Valley Echo Chamber

    49 min
  • Winner Take All #118 | Palantir Losing $580 million/year, Opendoor + IPOB, Roblox Worth $8 Billion

    It's a triple valuation analysis episode as Alex opens the show with a look at Palantir and their less than stellar profitability (i.e. losses of roughly $580 million for 2019). Next, coverage of Opendoor's announcement they will be going public via a merger with Chamath Palihapitiya’s SPAC Social Capital Hedosophia II. The show closes with a look at Roblox's dominant platform model and news that the gaming platform could go public at $8 billion valuation.  

    Originally Aired: 10/01/20  

    00:00 - Subscribe for Tech & Business News Daily

    00:47 - Palantir Profits?
    07:38 - Opendoor Merger w/ $IPOB
    18:29 - Roblox 2021 IPO

    25 min
  • Winner Take All #117 | New Euro Tech Fund, Facebook Like Big Tobacco?, US vs CN Tech Abuse

    The show opens with Alex discussing Spotify Founder/CEO Daniel Ek pledging over $1 billion to euro tech moonshot projects. Next, analysis and commentary of Tim Kendall's comments to the House Committee on Energy and Commerce on Facebook and fake news. The closing segment of the episode takes a focused look at tech abuse in the United States vs China.  

    Originally Aired: 09/29/20  

    00:00 - Subscribe for Tech & Business News Daily

    00:22 - Daniel Ek Fund
    05:38 - Fixing Fake News
    25:17 - US vs China Tech Abuse

    39 min
  • Winner Take All #116 | Bethesda + Microsoft, Section 230 Tweaks, Zuckerberg Leak

    The show opens with a look at Microsoft's acquisition of ZeniMax Media  and a discussion on why Xbox's business model could be moving towards  more free-to-play games. Next, Alex talks about the DOJ potentially  scaling back the protections Section 230 grants to content platforms.  The show closes with a listen to some new audio of Mark Zuckerberg  leaked by Facebook employees.  

    Originally Aired: 09/24/20

    00:00 - Subscribe for Tech & Business News Daily

    00:30 - Xbox Marquee Strategy
    08:53 - Section 230 Effectiveness
    23:43 - Facebook Zuckerberg Audio Leak

    36 min

About Winner Take All

From the publisher's feed

Winner Take All is a business & tech news show covering the world of platform businesses, tech antitrust, regulations, and innovation. Hosted by Alex Moazed and Nick Johnson, authors of the Amazon…