Winner Take All

Alex opens the episode with a look at Apple Pay's growth trajectory and  explains why Apple has been able to grow faster than alternatives like  Samsung Pay. Next, he looks at the recent SoundCloud investment from  SiriusXM and then compares and contrasts Intrepreneurs with  entrepreneurs.

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Alex opens the episode with a look at Apple's new move to unify their  various app stores and Huawei's new mobile alliance. Next, he looks at  some antitrust news in the B2B agriculture space and explains why B2B  distributors need to take advantage of their value now. The show closes  with an update on Epic's letter urging hospital customers to oppose  sharing of EHR data.

0:17 - Apple Unifies App Store

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Alex opens the first show from our Palm Beach satellite studio  discussing the new financial data Google recently revealed about  YouTube. Next, he covers the Intercontinental Exchange's eBay takeover  offer and closes the show answering a viewer question about Applico's  story.

TIMESTAMPS:

00:29 - YouTube a $15 Billion Business

Alex starts the show with an in-depth look at phase 1 of the US China  trade deal, detailing stipulations around counterfeit goods,  intellectual property, and the impact increased spending could have on  the US GDP. Next he explains how the 3 month process of platform design  works, why McDonalds got a bad deal with Uber Eats, and what is going on  with SoftBank funding multiple ends of the food delivery platform wars.  The show closes with a look at how Epic Games has quickly become a big  competitor in digital PC games sales.

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Alex opens the show with an in-depth look at Epic's despicable behavior  urging hospitals to not share medical info. Next, we take a look at the  White House cracking down on counterfeit products, Netflix's P/E ratio,  News Corp's new KNewz platform, and Facebook's curation practices. The  show closes with a look at Penn National's new investment in Barstool  sports.

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Alex opens the episode with a look at some new antitrust big tech  accusations, including an in depth look at Amazon bullying mobile  accessory company PopSockets. Next is a look at Google Health gaining  traction and analysis of Airbnb's numbers with a likely 2020 IPO in  mind. The show closes with a break down of Rakuten and Alibaba's  startegies as they enter the US market.

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Alex opens the show looking at a USA Today article that claims Disney+  has 41 million subscribers. Next we look at Netflix's slowing subscriber  growth and Google breaking the trillion dollar mark. The show closes  with discussion on the FBI–Apple encryption dispute.

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Alex and Nick open the episode with a look at Visa's $5.3 billion  acquisition of fintech payment pipe Plaid. Next, they state their case  as to why retailers should join together to fight Amazon Go and look at  yet another SoftBank blunder. The show closes with a look at the EU's  frustrations with fining tech monopolies.

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The show opens with a recap of Munchery co-founder Tri Tran's correct  prediction on yesterday's episode about who would be the most likely  buyers if Grubhub were to sell their delivery platform. Next, Alex  breaks down Mark Zuckerberg's newly published 10 year roadmap and  discusses how we haven't yet seen the next big development platform. The  show also covers Spotify's growing market share in podcasts and the  importance of achieving consensus in the boardroom.

The episode starts with Munchery co-founder Tri Tran joining WTA to discuss with Alex the rumors  that Grubhub is considering a sale of their delivery platform. Next, Alex looks at news that Amazon will be launching a luxury fashion platform and reviews the PLAT ETF over the past month. The show closes with a look at Applico's platform design toolkit.