Winner Take All

The show opens for the first time from our new Greenwich, Connecticut  studio with a look at how big tech has been helping to fight the  Coronavirus outbreak. Next, Alex looks at security concerns that may  come with government access to location data for quarantine purposes and  how platforms stocks have been doing in the downturn. The show closes  with a continued look at how the Coronavirus outbreak is impacting  startups and analysis of the 2017 deal between home services provider  Hello Alfred and luxury real estate firm Related.

Alex and Nick open the show with news that Amazon is officially offering  to license their "Just Walk Out" cashierless technology to retailers,  something we called on WTA months ago! Next, they look at how the PLAT  ETF has been performing during the market downturn and then cover  incumbent tech integrations, highlighting multiple deals over the past  years.

TIMESTAMPS:

Alex and Nick open the show with a look at the ways China has attempted  to regulate the sharing of Coronavirus information on platforms and a  discussion on how the outbreak could impact startups. Next, they take a  look at how the virus has affected platforms stocks and the rise of  Roblox as a development platform. The show closes with coverage of the  EU's new marketplace rules.

TIMESTAMPS:

Alex opens the episode with a look at an interesting antitrust suit  involving American Express and whether or not they possess marketplace  dynamics. Next, Alex digs into what the value of data is for tech  startups and looks at a potential new platform Spotify is incubating.  The show closes with a look at Google's autonomous driving technology  development company, Waymo, opening up for outside investment.

00:19 - Two Sided Marketplace Anittrust 

07:23 - Data Network Effects 

10:58 - Another Spotify Platform 

14:35 - Waymo Outside Funding

Alex and Nick are back in the NYC studio and open the show with a look  at Amazon creating a cashierless full size grocery store and new data on  the market share Amazon has been able to capture in fashion. Next, they  take a look at Indigo Agriculture holding layoffs in order to focus on  growth and a list of CEOs who failed to navigate disruption. The show  closes with coverage on what innovation theater is, finding boardroom  buy in, and the legal considerations that come along with disruptive  innovation.

00:55 Amazon Opening Cashierless Supermarket

Alex starts the episode with a break down of why the deal between  Lending Club and Radius Bank is genius. Also covered in this episode,  why Target+ is failing and the inception of Symphony messaging.

TIMESTAMPS:

The episode starts with a look at two big deals recently in the  financial services space involving E-Trade and Lending Club. Next, Alex  breaks down how incumbent banks helped instantiate Zelle to compete with  Venmo, and Symphony to compete with Bloomberg. In the second half of  the show Alex explains Europe's lost tech generation and breaks down how  Domino's failed to gain foothold in the delivery platform market. The  show closes with a look at some key tools for corporate innovation.

00:20 Financial Services Deals

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Alex opens the show with a look at Walmart's latest earnings report and  explains why he's still bullish despite a lower than expected Q4 for the  retail giant. Next, he takes an interested look at how the online  luxury fashion retail platform Farfetch stacks up against long time  retail incumbent Macy's. The second half of the episode covers the  different types of user generated content and looks at the PLAT ETF  reaching a new milestone.

00:18 Walmart Earnings

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Alex opens the episode taking a look at some recent news surrounding  WeWork including Goldman Sachs' CEO commenting "I’m not sure that we got  it so wrong”. Next, Alex shares his takeaways from Andreessen  Horowitz's new Marketplace 100 rankings. The show closes with a look at  build vs. buy and build & buy strategies.

00:21 Goldman on WeWork IPO

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Alex opens the show with a look at ride sharing platform Lyft, breaking  down how the company's lack of platform conglomerate status makes it  more difficult to solve for the chicken and egg problem. Next, he looks  at Walmart shuttering their Jet Black shopping service and a platform  opportunity in the gaming space. The show closes with a look at  corporate innovation and corporate accelerators.

Watch clips from the show and full 4k episodes over on our YouTube page: https://www.youtube.com/channel/UCUVFoF6YKQzP9rIL3TdMoxg