Winner Take All #149 | FAMGA Ranking, Regulatory Capture, Palantir CEO on Gov Tech, China Tesla Ban?

Alex starts the show with a quick look at Poshmark, a fashion  marketplace whose stock has sharply fallen since touching the $100+ mark  on IPO day. After breaking down if $POSH is more fairly valued in the  ~$40 range, a quick ranking of the tech giants in FAMGA (Facebook,  Amazon, Microsoft, Google, and Apple) is given before diving into the  current regulatory environment for tech. Also covered, what regulatory  capture is, the Chinese government restricting government workers from  driving Tesla vehicles, and Palantir CEO Alex Karp's commentary on U.S.  tech companies lack of willingness to work with the U.S. government. The  show closes with a short breakdown of how take rates work in platform  businesses.

00:00​ - Subscribe for Tech & Business News Daily
00:18​ - $POSH Stock Update
01:20​ - FAMGA Breakdown
05:33​ - Is Tech Regulation a Short-Mid Term Threat?
11:35​ - Regulatory Capture
15:26​ - Tech Companies + U.S. Gov Work
16:26​ - Comments From Palantir CEO
22:36​ - Former TikTok CEO Kevin Mayer CNBC Interview
31:58​ - China Restricts Teslas for State Employees
34:01​ - What is a Take Rate?

Originally Aired: 03/26/21

#RegulatoryCapture #PalantirCEO #FAANG