Winner Take All

Alex kicks off the episode with an in-depth analysis on the market cap of DoorDash rising above Uber despite Uber having multiple offerings outside of food delivery. The show's second topic looks at the recent exposè by Reuters detailing Amazon's abuse of seller data in Inida and the fallout this has caused between Amazon an U.S. regulators. Also covered, Microsoft pulling out of China and streamer Ninja detailing his view on what went wrong with the shuttered Twitch competitor, Mixer.  

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Originally Aired: 10/19/21

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At Applico, we identify untapped, intrinsic assets that give existing enterprises an enormous advantage to spin-out new tech companies. WisdomTree licensed Applico's Platform Insights Data Product to aid in the creation of the PLAT ETF.

Alex looks at recent reports chronicling the growth of platforms in the second hand fashion industry. He highlights the varied niches that these platforms have been able to grow into large verticals spanning a variety of areas in the clothing industry. Next, coverage of two examples of government taking on big tech platforms starting with Australia's news media bargaining code and ending with Nigeria mandating that Twitter open a local office if the communication platform wants to operate in the African country. Also covered, Alex's article with WisdomTree outlining what could be the next FAMGA, Square's deal to acquire AfterPay, and the debacle that is Ozy Media.   

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Originally Aired: 10/13/21

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📚 Grab a copy of the Amazon Best Seller Modern Monopolies: https://amzn.com/B017RC8CBC

At Applico, we identify untapped, intrinsic assets that give existing enterprises an enormous advantage to spin-out new tech companies. WisdomTree licensed Applico's Platform Insights Data Product to aid in the creation of the PLAT ETF.

Applico CTO Tri Tran joins Alex for an opening segment looking at Procore's $500 million acquisition of LevelSet, a company specializing in lien rights management for the construction industry. Next, Alex discusses multiple articles on the current supply chain disruption in the United States. He looks at how the labor shortage has exacerbated the issues when importing goods into the U.S. as well as the letter issued by the International Chamber of Shipping bringing attention to the difficulties faced by transport workers. Also covered in this episode, continued inflation worries in the U.S., Amazon shipping more packages than FedEx, Macy's and Amazon fighting over a billboard, and Walmart expanding its ad business. The show closes out with a look at the B2B marketplace opportunities and Zoom's deal to acquire Five9 being terminated.  

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Originally Aired: 10/05/21

The episode starts off with some various stories out of China, including Pinduoduo founder Colin Huang losing billions as Chinese regulators crack down on domestic tech companies. Next, Alex looks at how the popular tech accelerator YCombinator has recently changed to incorporate larger batches of startups and a virtual based workflow. Also covered, Amazon bringing its cashierless "Just Walk Out" technology into Whole Foods and Goldman Sachs purchasing the buy now pay later company GreenSky.  

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Originally Aired: 09/21/21

Alex opens the show with a detailed theory on how platforms and the gig-economy could be affecting the current labor shortage in the United States. He highlights a few key factors that draw correlations between tech platform disruptive innovation and the excess of job openings across the states. Next, a look at the Wall Street Journal's multiple exposé articles detailing several concerning leaks from Facebook. The show closes with commentary on the new iPhone 13 and Apple's lackluster innovation in the mobile space.  

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Originally Aired: 09/17/21

Alex starts the show with a look at data highlighting how private equity  firms have been investing in deals typical of  venture capital firms.  As a result, venture capital money has now been moving into earlier  stage investments than what we've typically seen over the past 5 years.  Next, a look at Coinbase and how its linear business model is being  adopting by more brokers as cryptocurrency continues to infiltrate the  mainstream. Also covered in this episode, TikTok's continued links to  China, hedge funds leaving China, and a look at new data released on  Amazon Business, Amazon's B2B arm.

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Originally Aired: 09/14/21

We get started by looking at news that Reddit is hiring advisors to start the IPO process. Alex discusses a possible Reddit initial public offering and looks into some recent issues that arose between Reddit management and the platform's users. Next, a look at Vetcove, an under the radar B2B veterinarian supply company that's being sued by Chewy. Also covered, YouTube using a marquee strategy to bolster its YouTube Gaming platform and a new ruling in the ongoing case that Apple's app store is a monopoly. The show closes out with a look at Zoom Video's new Q2 2021 growth projections that analysts have found to be disappointing.  

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Originally Aired: 09/03/21

Alex kicks off the show with a look at PitchBook's new Greater China Venture Report. With a focus on the decline in first financings, he gives insight into why early stage venture investment is trending down. Next, details on China's new bans that will limit weekly video game time for minors and Uber's acquisition of transportation management software and logistics management outsourcing company Transplace. The show closes with a look at YouTube's massive revenue numbers and how much of that gets paid out to creators on the platform. Moazed compares YouTube's model to linear streaming companies like Netflix and touches on some competitors to YouTube that are embracing free speech and less aggressive moderation.  

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Originally Aired: 08/31/21

Modern Monopolies co-author Nick Johnson hops on the episode to discuss OnlyFans backpedaling on its decision to ban explicit content. Also covered in this episode, investors selling off Alibaba stock amid the Chinese tech crackdown, Walmart's activities in India with Flipkart, and Discord's continued valuation growth after declining a $15 billion acquisition offer from Microsoft.  

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Originally Aired: 08/27/21

Alex sits down with Randy Altschuler, the CEO and co-founder of Xometry. Xometry is a publicly traded on-demand industrial parts marketplace based in Derwood, Maryland. Xometry's platform connects customers like BMW, NASA, Bosch, Dell and General Electric with contract manufacturers, which are often small domestic machine shops. The two discuss the founding of Xometry, contraction of manufacturing in the United States, and how the team at Xometry plans to scale the platform with its growing customers.  

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Originally Aired: 08/27/21