Winner Take All

Alex opens the episode with a look at the negative effects California's AB5 law is creating for independent contractors and  explains how the bill doesn't address the two main concerns of gig  economy workers. Next, Alex goes in-depth on hospital pricing and why there's such a lack of transparency throughout the industry. The show closes with some viewer questions on Shopify and whether demand or supply is more important when starting a platform.

Alex and Nick open the episode discussing Facebook's acquisition of  video commerce platform Packagd. They also discuss Snapchat's new  Bitmoji TV, the Navy banning TikTok, and Amazon commercial. The show  closes with a discussion on whether or not Alibaba should change their  name before entering the US B2B market.

Alex opens the episode with a look at the latest meddling China and  Russia have been doing to their national internets. We also cover the  governance changes at Yandex, new highs for the PLAT ETF, and how GDPR  continues to stumble.

Alex and Nick open the episode by taking a look at a recent interview  with Eli Lilly CEO, David Ricks, that touches on some of the same points  that D.A. Wallach discussed while appearing on Winner Take All as a  guest speaker. They also look at some odd amendments made to Fudan  University's charter, Uber selling out of India, and the C-suite changes  at Bed Bath & Beyond. The show closes with an explanation of how  large enterprises can utilize "Dry Powder" to spin out new platform  businesses.

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Alex and Nick start off the show with a look at a story on large  customer's increased use of Amazon Business and Amazon's continued  development of integrations to serve big buyers. Next we look at the  influencer marketing landscape in China and look at Delivery Hero's  buyout of Woowa Brothers. The show closes with a look at the PLAT ETF.

Alex opens the show with a look at Expedia and the recent executive changes made at the company. We also cover Waymo's addition to the app store, SoftBank divesting from Wag, and RBC Capital's new analysis of Amazon Business. The show closes with a look at various holiday sales numbers including new data on Thanksgiving weekend 2019.

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Fritz Demopoulos, founder of Qunar, Shawei, and Queen's Road Capital, joins the show from Hong Kong to discuss becoming a serial entrepreneur, building Qunar.com into a billion dollar business, antitrust, tech protectionism, and the future trends he's investing in.

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Alex and Nick open the show with a quick look at Amazon repackaging products from larger retailers before digging into their deep dive analysis on Grainger and Zoro's marketplace initiatives. They also answer viewer questions, recap Alex's recent appearance on Fox Business, and explain the platform dynamic within Google Health.

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Alex opens the show with a look at eBay's recent sale of StubHub to London-based ticket exchange Viagogo. The show closes with an in-depth look into how growing a true marketplace can often require hacks and workarounds before reaching critical mass.

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Alex opens the show with a look at PayPal's acquisition of Honey Science Corporation and discusses if PayPal might have overpaid for the coupon browser extension. Alex also covers Alibaba's secondary listing in Hong Kong, Amazon's free cash flow, and Yahoo merging with Line. The show closes with a look at the Indonesian online marketplace Tokopedia.

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