Winner Take All Winner Take All #176 | Supply Chain Disaster?, Zoom Deal Busts, Walmart Ad Business, Procore M&A
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.
00:00 - Subscribe and Fight Big Tech
00:21 - Procore's Big Acquisition
08:11 - Labor and The Global Supply Chain
18:13 - Should You Be Worried About Inflation?
25:40 - Macy's Filed a Lawsuit Over This?!
26:55 - Amazon's New Dominant Category
28:50 - Where Amazon Can Be Beaten
34:15 - Why Walmart Poached an Instacart C-Suite Exec
36:48 - Zoom's Deal Fall Out
Originally Aired: 10/05/21
#Inflation #SupplyChain #Amazon