Winner Take All

Alex and Nick open the show with a look at Walmart's newly released materials on their Free TwoDay Delivery for Marketplace program. They also take a look at the new social news platform WT.Social, NYC ride sharing company Juno shutting down, and John Stankey's comments about opening up HBO Max streaming. The show closes with a discussion about DoorDash possibly holding a direct listing.

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

Alex and Nick open the show discussing the news of Nike removing all their product from Amazon and Alex makes a prediction that they'll make a platform acquisition by the end of next year. They also dig into Amazon's issues with Chinese products, what Stratechery's Ben Thompson thinks about US protectionism surrounding TikTok, and the growth we have seen from both Walmart and Amazon Business.

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

On this episode of Winner Take All Alex talks about the "Prime Day" of China, Singles Day, and breaks down how much Chinese consumers spent in 2019. We also look at news of Google secretly using American's medical records and Disney+'s first day bugs. The show closes with viewer questions and the latest entry of our new Enterprise Venture Building series.

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

On this episode of Winner Take All Alex breaks down Blackstone's acquisition of dating app Bumble and looks at Apple's new health integrations with the VA. Alex also discusses the success Zillow is seeing with their new Offers program, Amazon publishing a catalog, and tactics necessary for rapid business model validation.

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

On this episode of Winner Take All Alex discusses Google's abuse of search ranking and looks into why TikTok is the subject of a national security probe. The show closes with a look at supply side disruption in the trucking and logistics industry.

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

Alex recaps his day at The New York Times DealBook Conference and discusses what he heard from Assistant Attorney General Makan Delrahim and Uber CEO Dara Khosrowshahi.

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

Alex and Nick dig into Uber's Q3 2019 earnings report and talk about why they're still bullish despite the media reporting huge losses. Next we take a look at the continued battle between Amazon and Walmart before discussing Wayfair's linear furniture business. The show closes with a report on Disney+ subscriber numbers (before the service has even become available) and the latest segment in our Enterprise Venture Building Series.

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

Catch Founder & COO Kristen Tyrrell joins the show to discuss California's Assembly Bill 5. Alex and Nick also break down Alex's appearance on CNBC's Power Lunch, Google acquiring Fitbit, and Facebook Earnings.

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

On this episode of Winner Take All we discuss LAX's new policy making picks up a nightmare at LAX and Yahoo partnering with MGM to add sports betting to their fantasy app. We also look at Amazon's new grocery delivery initiative, GrubHub's letter to shareholders, and Grainger adding more SKUs to their offerings. The show closes with a look at earnings from Etsy, LendingTree, and Pinterest.

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

On this episode of Winner Take All Alex takes a look at China launching a digital currency, the future of digital casinos, and AT&T succumbing (partially) to Elliott Management. The show closes with a discussion on untapped enterprise assets and how Applico uses these assets to spin out new platforms.

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