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Winner Take All

Latest episodes

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Nov 23, 2022 • 42min

Winner Take All #219 | eBay Buys Trading Cards, DoorDash Teams Up w/ Facebook, Penn + Barstool Deal

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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Nov 9, 2022 • 8min

Twitter Takeover Day 1 - Elon Musk Takes Twitter Private in $44 billion Deal

Elon Musk has successfully completed his $44 billion deal to purchase  Twitter. The newly self dubbed "Chief Twit" walked into Twitter offices  carrying a sink. Twitter CEO Parag Agrawal and CFO Ned Segal have left  the company after day one of Elon's takeover. Musk will take the company  private and many reports indicate Twitter will see trimming of  unnecessary staff members. The Tesla CEO marked the occasion by tweeting  “the bird is freed".   #elonmusknews #breakingnews #twitterdeal  
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Oct 27, 2022 • 48min

Winner Take All #218 | Elon and Twitter, ByteDance Founder Out of China, B2B Manufacturer Mistakes

We kick off the show with an update on Elon Musk's purchase of Twitter.  Next, I document why I think manufacturers are making a big mistake  around tech investments and why B2B distributors need to be weary. We  close the episode with a look at two happenings out of China, a new  article detailing how Chinese startups depend on U.S. market public  offerings and what is going on with  Bytedance founder Zhang Yiming.   00:00 - Subscribe and fight big tech 01:29 - Elon is Buying Twitter 16:29 - B2B Manufacturers grave mistake 32:03 - Chinese Startups Need U.S. IPOs 41:48 - Bytedance Founder Leaves China?   #elonmusknews #b2bmarketplace #ipostocks   —
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Oct 15, 2022 • 25min

Winner Take All #217 | American Innovation and Choice Online Act, Manufacturers

It's a quick episode of the show covering two topics! First off, I look  at the American Innovation and Choice Online Act, a bill that prohibits  certain large online platforms from giving preference to their own  products on the platform. I look at how this bill could benefit  companies damaged by big tech's ongoing anti-competitive practices and,  to be fair, also look at Amazon's literature on the subject. Next, I  detail continued investments from Manufacturers into tech startups. I  analyze some recent deals and question whether or not manufacturers may  just be teeing up the B2B industry for a big tech takeover.   #BigTech #Podcast #Anticompetitive
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Oct 6, 2022 • 36min

Winner Take All #216 | Rumble Sues Google, Facebook's Misdeeds, Startup Debt Deals Incoming

We kick off the show looking at a new leak showcasing Facebook's devious  actions in Australia after Australia had passed a world-first law aimed  at making Google and Facebook pay for news content on platforms. Also  as a bonus, we have a laugh at Facebook's anti-facebook chat bot. Next,  video platform Rumble is suing Google for suppressing search results and  favoring YouTube. Also in this episode, continued volatility of tech  and PE valuations and why startup debt deals may become more commonplace  over the next few years. We end with a look at Flow, WeWork founder  Adam Neumann's new venture backed by Andreessen Horowitz.   #investingnews #startupinvesting #bigtech  —
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Sep 22, 2022 • 41min

Winner Take All #215 | Big Tech Job Cuts, Grocery Delivery, YCombinator, Google Antitrust

The episode starts with a look at tech companies big and small cutting  back on workers and slowing hiring. Next, an in-depth look at grocery  delivery analyzing what incumbent grocers are rolling out delivery tech  and whether or not they're keeping up with disruptive startups in this  space. Also in this episode, startup accelerator YCombinator pivots away  from having larger class sizes and Google faces a new antitrust battle.  The show closes looking at Butler Hospitality's sudden closure in what  appears to be a catastrophic management failure.   #podcast #MBA #bigtech  —
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Sep 6, 2022 • 44min

Lessons on Disrupting The Media Industry | Mitch Lowe - MoviePass CEO, Netflix Exec, Redbox

Applico CEO Alex Moazed and Director Nick Johnson sit down with 3 time  tech disruptor Mitch Lowe. Lowe is known for heading up MoviePassas CEO,  being a founding executive at Netflix, and President of RedBox. Mitch  has detailed his amazon journey from high school dropout to tech  executive in his new book Watch and Learn: How I Turned Hollywood Upside  Down with Netflix, Redbox, and MoviePass—Lessons in Disruption.  We asked Mitch about the new relaunch of MoviePass, the role Web3 will  play as media evolves, how he managed the enormous growth MoviePass  experienced, what COVID would've done to the subscription service, and  lessons learned from Netflix and from Reed Hastings.   #moviepass #ceointerview #startupinvesting  —
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Aug 26, 2022 • 31min

Winner Take All #214 | Amazon Goes After Health, Valuation Mania, What Inflation?, Twitter Users

We start the show with a look at the bizarre narrative around inflation  and why so many sources are trying to claim that a recession is not  happening in the United States (and how big tech is helping spread this  misinformation). Next, Amazon has made waves with its proposed  acquisition of One Medical,  a technology-powered national primary care  organization. Also covered, how some big tech players have failed to  innovate around health, Twitter's kerfuffle about user growth before the  whole Elon Musk Saga, and a hindsight view at the tech valuation mania  of the past few years.   #podcast #startupinvesting #venturecapital  —
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Aug 22, 2022 • 24min

Winner Take All #213 | Amazon B2B Data, Golf Platform Battle, Congressional Stock Trading

The show opens with a look at LIV, a new professional golf tour funded  by the sovereign wealth fund of Saudi Arabia. LIV has quickly become a  challenger to the PGA via a marquee strategy. I do some analysis on how  sports leagues can be considered platforms and what strategies are being  employed in this new battle for the top spot. Next, a look at how  members of congress trade stocks and a bill that may put a stop to  lucrative trading on insider information. We close out with a look at  some updated analysis on Amazon's efforts in B2B markets.   #AmazonB2B #StockTrading #Podcast —
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Aug 19, 2022 • 21min

Winner Take All #212 | U.S. Limiting Chinese Tech Investment, TikTok Response to Leak, Elon in China

To start the episode we take a look at a recent Financial Times story  detailing how fake social media posts from Chinese misinformation groups  attempted to derail a new rare earths mining operations in the U.S..  Next, Alex looks at TikTok's response to the BuzzFeed leaks and a report  detailing how China is putting pressure on Elon Musk over Starlink  internet being used in the Ukraine. The show concludes with a look at  the U.S. potentially limiting tech investment into China.   #podcast #businessnews #China

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