Winner Take All

On this episode of Winner Take All Alex and Nick give the leaked Mark Zuckerberg audio a listen and take a look at ByteDance's massive content platform earnings. The guys also look at some tweets being thrown around about the WeWork IPO and look back at their Amazon Go comments and predictions from August.

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Alex and Nick start the show by addressing some viewer comments and digging into the story of how Reddit grew to be the #3 website in the US. We also touch on McDonald's continued misses with delivery and take a deep dive into 3 of the biggest platform conglomerates operating today.

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On this Friday edition of Winner Take All we go in depth on a new Stratechery article covering Uber. Alex and Nick also discuss World of Warcraft in China, leaked documents detailing Chinese censorship rules, and the departure of eBay CEO Devin Wenig. The show is closed out with a look at the massive growth seen in B2B eCommerce.

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 the Chinese government's increased oversight of platforms, WeWork's CEO being ousted, and comparisons between Netflix and Disney. Alex and Nick also share their thoughts on Disney passing on an acquisition of Twitter, McDonald's continued misses with delivery, and the lack of platforms coming out of Europe.

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

We take an in-depth look at two different topics on today's Winner Take All. First, Alex and Nick do a deep dive on Uber's numbers and compare them with competitors like Lyft, DoorDash, and GrubHub. In the second half of the show, the guys explain how Amazon is still a modern monopoly despite Walmart having a greater share of the retail market.

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 and Nick round up some of the notable companies recently raising money and/or headed for an IPO, comments Larry Ellison made about his cat coding platforms, and Walmart's new unlimited grocery delivery. Other topics include an discussion on IPOs vs. direct listing and the Chinese governments meddling with tech platforms.

Alex takes a look at the growing streaming market and how the competitive landscape is shaping up before moving into the latest on Amazon's antitrust probe and new findings with their search algorithm. We finish out the show with a story about Uber, Lyft, and Doordash's plans to fight the new California contractor laws.

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

Alex breaks down his thoughts on the newly enacted contractor laws in California, Forever 21's impending bankruptcy, and Elliott Management Corporation's activist role with AT&T. Additional topics include Uber's new airport function, Epic gathering medical records, and the Ryan ToysReview FTC Complaint.

Alex talks about Huawei's new Mate 30 phone that will run on Huawei's own OS, what WeWork needs to do to turnaround their rocky IPO, and the melt down of brick & mortar retailers. Additional topics include UPS's complacency while Amazon takes over shipping, an overview of platform types, and a retrospective look at the PLAT ETF.

Notes from this episode - 

State anti trust probes

https://www.reuters.com/article/us-facebook-probe/u-s-states-launch-antitrust-probes-of-tech-companies-focus-on-facebook-google-idUSKCN1VR1K4

Open door vertically integrating

https://www.cnbc.com/2019/09/05/house-flipper-opendoor-buys-title-firm-in-bid-for-more-real-estate.html

Open door valued at 3.8bn, Redfin $1bn. Zillow at ~6bn

Apple copies popular apps

https://www.washingtonpost.com/technology/2019/09/05/how-apple-uses-its-app-store-copy-best-ideas/

The fix is in! EMR BS

The American Medical Association and other prominent medical organizations say requiring that EHRs be accessible to patients using application programming interfaces could facilitate invasions of privacy and abuse of protected health information. National Coordinator for Health IT Don Rucker says improving patients' access to their health data can improve care and engagement, and Center for Medical Interoperability Vice President Brett Meeks said regulators should facilitate development of a reliable data-sharing platform before rules requiring API access are finalized

https://www.nytimes.com/2019/09/03/technology/smartphone-medical-records.html

USV new site: https://www.usv.com

Linear portfolios. VC’s time is up!