Winner Take All

The show starts off with an interview of Harsh Khurana, the CEO of Cultivate, a browser extension and shopping app with a mission to help businesses that are manufacturing goods locally. Next, a look at Leaflink's expansion of its logistics offerings and a highlighting of the macro trend in which B2B marketplaces broaden via key value added services around logistics and/or financing. Also covered, Macy's partnering with Mirakl to open a digital marketplace, and a look at the various approaches B2B players are taking to offering eCommerce tools to customers.  

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Originally Aired: 11/23/21

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Alex starts the show with a look at the CEO of Wish stepping down as the stock continues to plummet and face challenges with user retention. Next, discussion on Faire, Applico's number 1 ranked B2B marketplace, and its series G raise at a $12.4 billion valuation. Also covered in this episode, the vertical labor marketplace landscape and how the new U.S. infrastructure bill could impact the ongoing inflation concerns.  

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Originally Aired: 11/16/21 #LaborMarketplace #GigEconomy #WishStock 

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Alex kicks off the show discussing DoorDash's $8.1 billion acquisition of Wolt, a deal that should provide valuable European inroads to the United State's top delivery app. He also discusses the EU ruling against Google's effort to appeal a $2.8 billion fine for giving preferential treatment to it's own shopping app and a Financial Times article looking at suspicious trading from Chinese tech executives. The show ends with a look at rising inflation and how companies are reacting.  

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Originally Aired: 11/12/21

To start the session Alex focuses on how Google is dealing with South Korea's new app store laws and explains how Big Tech companies are responding and combating new regulation. Next, Alex looks at autonomous delivery company Nuro and breaks down why he sees last mile delivery as a key for unlocking the commercial autonomous vehicle market. The show closes with discussion on how B2B enterprises are having product data stolen and then used against them.  

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Originally Aired: 11/09/21

Check out Cultivate at the links below:

Harsh Khurana, the CEO of Cultivate, a browser extension and shopping app with a mission to help businesses that are manufacturing goods  locally, joins Alex on the show. The two discuss how Khurana launched Cultivate in 2020 during a time in which small American businesses were  struggling. Harsh tells the story of how he secured funding from Shark Tank star and Dallas Mavericks owner Mark Cuban through a cold email and  him and Alex explore some ideas on why large tech platforms seem  hesitant to promote American products and manufacturers.  

Originally Aired: 11/23/21

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Cultivate was founded with a mission to help businesses that are manufacturing goods locally to generate more sales, positively impact local economic growth, and in-turn, create more jobs for our families, friends, and neighbors.  —

The show starts with a look at Bushel's recent acquisition of GrainBridge and the procliamed death of grain trading platforms. Next, Alex's take on Zillow canceling its iBuyer program Zillow offers after losing over $1 billion. Also covered, Peloton's struggles as a linear exervise equipment provider, ByteDance founder Zhang Yiming leaving the private tech giant, and Yahoo terminating operations in China. The show closes with news on the FED slowing quantitative easing.  

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Originally Aired: 11/05/21

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The show opens with a look at Sequoia Capital moving away from the traditional venture capital formula of funds with around a 10 year time horizon to creating a “permanent structure” that will store investor capital. Next, Alex discusses Rent The Runway going public via IPO. He looks at Rent the Runway's business and explains why he sees a lack of business model innovation at the once darling fashion startup. The second half of the show highlight's JCPenny partnering with a under the radar marketplace and Amazon's deal to partner with insurtech startup NEXT to offer coverage to sellers.  

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Originally Aired: 11/02/21

Alex begins the show by discussing Mark Zuckerberg's announcement that  Facebook is changing its name to Meta. He watches excerpts from  Zuckerberg's announcement at the Facebook Connect event and gives his  thoughts on the metaverse future. Next, a look at how Apple has  increased ad revenue as result of its new privacy and tracking policies.  The show ends with a discussion about inflation and why it's not  something to ignore.  

Originally Aired: 10/29/21

The episode kicks off with a look at WeWork's public debut after merging with BowX Acquisition Corp., a special purpose acquisition company valued at $9 billion. Next, the SPAC talk continues with news on Digital World Acquisition Corp, the company slated to merge with a new social media company from president Donald Trump. Alex also does an in-depth analysis of Berkshire eSupply, a entrant in the B2B marketplace space competing with Zoro and Amazon. The show closes with a look at Mindbody's recent acquisiton of ClassPass.  

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Originally Aired: 10/22/21

Jacob Helberg joins Alex Moazed for a special episode detailing Helbergs  new book The Wires of War. Helberg, who previously led Google’s global  internal product policy efforts to combat disinformation and foreign  interference, discusses the current grey war between the United States  and China. The two dig into how technology is being utilized by state  agencies to shape opinion and spread misinformation. Jacob explains how  this tech-fueled war will alter the world’s balance of power and  explores ways the U.S. can combat this quickly escalating two-front  technology cold war between democracy and autocracy.  

Jacob Helberg is a senior adviser at the Stanford University Center on  Geopolitics and Technology and an adjunct fellow at the Center for  Strategic and International Studies (CSIS). Helberg also co-chairs the  Brookings Institution China Strategy Working Group, where is helping  support and lead research efforts focused on China’s intentions, foreign  policy, and what the right long-term U.S. strategy should be to meet  the challenge. From 2016 to 2020, Helberg led Google’s internal global  product policy efforts to combat disinformation and foreign  interference. Helberg has a M.S. in cybersecurity risk and strategy from  New York University.  

Originally Aired: 10/27/21