The US Department of Justice has filed a lawsuit against Google that alleges the tech giant is operating monopolies in search and search advertising. Alex breaks down why this case is a complete miss and waste of time by the DOJ. He looks at how this new suit compares with the EU's previous complaints against Google and explains how the DOJ's weak arguments are reason for Google to celebrate and for their stock to rise in value.
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. ... https://www.youtube.com/watch?v=J7LGZx547Uk
Alex takes a look at Walmart subsidizing marketplace vendors, a new pet friendly Uber feature, and Comcast adding apps to their Flex streaming box. Also covered is a look at trade deficits and Mark Zuckerberg's Georgetown speech.
Notes from this show -
Walmart Subsidizing Some Vendors in Price War With Amazon: https://www.bloomberg.com/news/articles/2019-10-14/walmart-subsidizing-some-vendors-in-online-price-war-with-amazon
Uber’s newest feature alerts drivers that pets will be joining the ride: https://techcrunch.com/2019/10/09/ubers-newest-feature-alerts-drivers-that-pets-will-be-joining-the-ride/
Comparing Real and Nominal GDP: https://courses.lumenlearning.com/boundless-economics/chapter/comparing-real-and-nominal-gdp/
Comcast execs talk Flex: https://www.fiercevideo.com/video/comcast-execs-talk-flex-x1-olympics-and-pizza
Facebook Stands for Free Expression: https://www.wsj.com/articles/facebook-stands-for-free-expression-11571336089?mod=rsswn
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https://www.youtube.com/watch?v=LW7kGmtlH1s
SoftBank has sold their ~50% stake in dog walking platform Wag back to the company at a loss. Alex talks about SoftBank's continued troubles and why what he calls "The SoftBank Special" isn't always the right answer for young startups.
This is an excerpt from episode 53 of Winner Take All. Watch the full episode here: https://youtu.be/Oh-FCDouh3Y
SoftBank Is Selling Wag Stake Back to Company: https://www.wsj.com/articles/softbank-is-selling-wag-stake-back-to-company-sources-11575916341
? Grab a copy of the Amazon Best Seller Modern Monopolies: https://amzn.com/B017RC8CBC
❓ Are you part of a large enterprise interested in spinning out a platform business? Connect with us here: https://resources.applicoinc.com/wta-contact/
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.
...
https://www.youtube.com/watch?v=pUP9Sg5y700
DiDi Global has announced they will be undertaking the necessary procedures and file the relevant application(s) for the delisting of the Company’s ADSs from the New York Stock Exchange. Alex discusses DiDi's tumultuous public debut and if he thinks we'll see similar actions taken by other publicly listed Chinese companies.
This is an excerpt from episode 187 of Winner Take All. Watch the full episode here: https://youtu.be/QWZDIr3my90
Originally Aired: 12/03/21
#DiDi #Delisted #DiDiStock
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? Grab a copy of the Amazon Best Seller Modern Monopolies: https://amzn.com/B017RC8CBC
❓ Are you part of a large enterprise interested in spinning out a platform business? Connect with us here: https://resources.applicoinc.com/wta-contact/
? Listen to an audio version of the WTA Podcast here: https://anchor.fm/winnertakeall
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.
...
https://www.youtube.com/watch?v=yE48exmwhg0
The show opens looking at the Twitter leak from whistleblower Peiter “Mudge” Zatko. Next, eBay has purchased a trader card company called TGCplayer. Is this a good move for the struggling auction based eCommerce platform? Also covered, Penn National completing its acquisition of Barstool sports and DoorDash teaming up with Facebook to deliver marketplace items.
00:00 - Subscribe and fight big tech!
00:18 - Twitter Whistleblower
11:56 - eBay buys TCGplayer
23:50 - Penn National acquires Barstool Sports in full
31:58 - DoorDash and Facebook Marketplace team up
#Platformbusiness #Podcast #startupinvesting
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? Grab a copy of the Amazon Best Seller Modern Monopolies: https://amzn.com/B017RC8CBC
❓ Are you part of a large enterprise interested in spinning out a platform business? Connect with us here: https://resources.applicoinc.com/wta-contact/
? Listen to an audio version of the WTA Podcast here: https://anchor.fm/winnertakeall
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.
...
https://www.youtube.com/watch?v=c4VyybxVIyc
On this episode of Winner Take All we cover retailers closing more stores, Amazon's marketplace monopoly, and MasterCard's farming app that feels like vaporware. We also touch on social media overtaking print and PayPal walking away from Libra.
Notes from this show -
Social media spend leapfrogs print as third largest ad channel: https://mobilemarketingmagazine.com/social-media-overtakes-print-ad-spend-expenditure-forecasts-zenith
Mastercard farmers network: https://www.pymnts.com/mastercard/2019/mastercard-launches-digital-sales-platform-for-farmers/
Bed Bath & Beyond store closings: Retailer increases projected closures to 60: https://www.usatoday.com/story/money/2019/10/02/bed-bath-beyond-closing-60-stores-coming-months/3847126002/
...
https://www.youtube.com/watch?v=-Dq41iCjdBc
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
#China #GreyWar #Interview
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? Grab a copy of the Amazon Best Seller Modern Monopolies: https://amzn.com/B017RC8CBC
❓ Are you part of a large enterprise interested in spinning out a platform business? Connect with us here: https://resources.applicoinc.com/wta-contact/
? Listen to an audio version of the WTA Podcast here: https://anchor.fm/winnertakeall
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.
...
https://www.youtube.com/watch?v=yMfKW7S44lg
Mark Zuckerberg recently gave a speech at Georgetown University detailing his views on how freedom of speech should be interpreted on Facebook. Alex plays an excerpt from the speech and talks about where he agrees with Mark and in what areas he sees things differently. We also touch on the impact breaking up Facebook could have on content regulation and influence abroad.
This is an excerpt from episode 37 of Winner Take All. Watch the full episode here: https://youtu.be/LW7kGmtlH1s
Facebook and Free Speech: https://www.wsj.com/articles/facebook-and-free-speech-11571602853?mod=rsswn
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https://www.youtube.com/watch?v=JO7Q0C78k-c
LendingTree Chief Economist Tendayi Kapfidze discusses the various levels of volatility between three of today's most popular stores of value, The United States Dollar, gold bullion, and the cryptocurrency bitcoin.
Watch our full interview with Tendayi Kapfidze here: https://youtu.be/4K4aeVOJP7I
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https://www.youtube.com/watch?v=PGZZATj_ALg
Applico CEO Alex Moazed joined Bloomberg TV's Daybreak: Australia to discuss Facebook's struggle with content moderation policies.
Watch the full clip here: https://youtu.be/QTz91z3kjyg
Originally Aired: 10/25/21
#Bloomberg #Facebook #Earnings
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? Grab a copy of the Amazon Best Seller Modern Monopolies: https://amzn.com/B017RC8CBC
❓ Are you part of a large enterprise interested in spinning out a platform business? Connect with us here: https://resources.applicoinc.com/wta-contact/
? Listen to an audio version of the WTA Podcast here: https://anchor.fm/winnertakeall
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.
...
https://www.youtube.com/watch?v=v1oaDGeA-FQ