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The first half of the episode contains a deep dive into 5 new bills to curb the power of big tech and dominance of their platforms. Alex takes a look at the American Choice and Innovation Online Act, the Ending Platform Monopolies Act, The Platform Competition and Opportunity Act, the Merger Filing Fee Modernization Act, and The Augmenting Compatibility and Competition by Enabling Service Switching (ACCESS) Act. In the second half of the show, discussion of Amazon CEO Jeff Bezos traveling to space in a Blue Origin rocket, Microsoft subsidising the cost of Xbox consoles, and hospitality data comparing the recovery of Hotels vs Airbnb.
Originally Aired: 06/15/21
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Alex sits down with Marc Polymeropoulos, a former senior intelligence officer in the CIA overseeing clandestine operations in Europe and Eurasia. Marc retired after 26 years of service as one of the CIA’s most decorated field officers. The two discuss how the tech landscape has impacted CIA operations over the past 3 decades, the United States facing new near-peer threats, and Marc being targeting by a Russian energy weapon that ultimately lead to an early end of his CIA career. They highlight leadership principals from Marc's new book, Clarity in Crisis, that are applicable for anyone looking to grow as a leader and as a human being.
Originally Aired: 06/18/21
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Alex opens the show with two Applico announcements, the public release of Dot Food's press release detailing Applico's advisory of the ShopHero acquisition, and MDM featuring Applico's B2B Top 50 report. Next, Alex's take on whether or not inflation is coming to the USD and content platforms flipping their stance on COVID origin discussions. Also discussed, the mess that is Twitter's new "premium" feature, Nigeria banning Dorsey's social platform, and Tesla's declining sales in China. The episode closes out with a look at Spotify entering the audio book business and Gucci partnering with Roblox.
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Originally Aired: 06/11/21
Scott Barrows jumps on Winner Take All to discuss his chemical market network startup, BluePallet, coming out of stealth to launch its online marketplace backed by The National Association of Chemical Distributors (NACD). Scott and Alex discuss BluePallet's formation, a merger between echosystem and B2B FinTech engine Velloci, and securing BluePallet's seed funding. Also discussed, how BluePallet was able to partner with the NACD while other marketplaces got turned down, BluePallet's unique platform business model, and why the chemical industry requires a bespoke platform solution.
Originally Aired: 05/26/21
CHICAGO--(BUSINESS WIRE)--BluePallet, a digital marketplace built with the support of The National Association of Chemical Distributors (NACD) and backed by major industry players, today announced it has exited stealth mode.
About BluePallet:
Alex opens the show with a look at Florida's newly proposed law to protect social media users from being unjustly banned from platforms. Next, a look at how Facebook has internally been classifying user's "vaccine hesitancy" levels and the Cyberspace Administration of China citing 105 apps for allegedly violating privacy laws. Also covered in this episode, a New York Times story covering the shocking privacy concessions Apple has made to operate in China, YouTube starting a fund to support #shorts creators, and the DC attorney general filing a new antitrust lawsuit against Amazon. The show closes out with Alex discussing Amazons imminent acquisition of movie studio Metro-Goldwyn-Mayer Studios Inc. (aka MGM).
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Originally Aired: 05/25/21
Alex kicks off the show with news of the Cathie Wood led ARK Next Generation Internet ETF selling off shares of Netflix and buying into Disney. Alex pulls a WTA clip from a month ago where he warned that Wood's decision to "buy the dip" on Netflix was a bad move. Next, discussion on AT&T's decision to sell its WarnerMedia assets and TikTok CEO Zhang Yiming "stepping down". Also covered, does Epic have a chance to beat Apple in the ongoing legal battle over app store policies, Fred Wilson talks decentralized social media, and why corporate development is a waste of time for startups.
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Originally Aired: 05/21/21
Alex opens up the episode by announcing Applico's new partnership with Laz Parking, one of the nation's largest parking companies operating over 1.3 million parking spaces in 35 states and 439 cities across the United States. Next, a look at Amazon possibly utilizing malls as last mile fulfillment centers and two stories out of China detailing Meituan's CEO posting a controversial poem to social media and H&M disappearing from Chinese platforms. The show closes out with some discussion about Elon Musk appearing on SNL and news regarding Tesla's expansion of its Shanghai giga factory.
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Originally Aired: 05/12/21
Tiny Capital Co-founder Andrew Wilkinson calls into the show to discuss his approach to buying wonderful internet business, taking WeCommerce Holdings public on the Toronto Stock Exchange, and what he thinks the future could be for crypto and NFTs.
Andrew is Co-founder of Tiny, a technology holding company using a simple one-month acquisition process, then leaving the companies alone to do their thing. Home to companies like Dribble, Flow, Creative Market, and Unicorn Hunt.
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Originally Aired: 05/18/21
Alex does an in-depth analysis of the centralized power of big tech using 1984, Star Wars, Modern Monopolies, and Rules For Radicals to draw parallels and exemplify concepts.
Originally Aired: 05/11/21
Alex analyzes some excerpts from Berkshire Hathaway's 2021 Annual Shareholders Meeting that touch on changes in top market cap companies over the past 30 years, Apple's innovation, how inflation impacts asset prices, Charlie Munger's thoughts on SPACs and Robinhood. To close the show, Alex touches on Elon Musk's upcoming SNL appearance.
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Originally Aired: 05/02/21
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