Winner Take All

Alex opens the show discussing NASA's OSIRIS-REx spacecraft collecting  an asteroid sample with plans to return to earth in 2023. Next, a look  at GDP decline due to the coronavirus pandemic and how an  apples-to-apples comparison looks between different countries. The show  closes with news of Snapchat gaining large numbers of users in India  over the past quarter.   Originally Aired: 10/22/20 00:00 - Subscribe for Tech & Business News Daily 00:21 - Asteroid Dirt Grab? 03:19 - Q2 GDP Impact 12:30 - Snapchat in India

The show tips off with a look at a couple cool new ventures involving  space. Next, a look at data from PitchBook that shows a decline in  first-time equity investments in startups, AKA first financings. Next, a  quick look at PLAT and tech stocks surpassing the value of the dot com  bubble's peak. The subject then shifts to regulation and section 230  before closing the show with a look at Netflix's earnings miss.   Originally Aired: 10/20/20 00:00 - Subscribe for Tech & Business News Daily 00:22 - Space! 06:49 - Decline in First Financings 11:48 - Tech vs Dot Com Bubble 15:50 - Section 230 and Bespoke Regulation 26:19 - Netflix Earnings Miss

Alex opens the show with a look at Allegro, Poland's top marketplace  platform, and their recent IPO in Warsaw. Next, a breakdown of the  Disney reorganization, looking at both the new direction for the company  as well as some changes to personnel. Moving into the second half of  the show, Alex discusses potential international headwinds for Jack Ma's  Ant Financial and checks in on Huawei's business. The show closes on  the topic of Amazon Prime Day and whether or not big tech giant Amazon  is still taking innovative moonshots.   Originally Aired: 10/13/20 00:00 - Subscribe for Tech & Business News Daily 00:19 - Allegro, Polish Platform IPO 04:23 - Disney Reorg 09:31 - US Curbing Chinese Payment Platforms 15:19 - Huawei Post-Ban 20:59 - Prime Day

Mirakl is a French cloud-based eCommerce software company specializing  in marketplace platforms. Adrien Nussenbaum, Co-Founder and CEO of  Mirakl, joins Alex to discuss marketplaces, the platform future, and  Mirakl's own platform for marketplace sellers, partners, and operators,  Mirakl Connect.   Originally Aired: 10/15/20   #Marketplace #CEOInterview #FounderInterview 00:00 - Subscribe for Tech & Business News Daily 00:21 - Mirakl Co-Founder and CEO Adrien Nussenbaum 00:40 - What is Mirakl? 03:15 - Mirakl Co-Branding/Partnerships 06:25 - Product Mapping 07:44 - Need and Demand Coming From Customers 10:21 - Mirakl Connect Platform 13:23 - Growth w/ eCommerce Startups 16:02 - Aggregating Supply Long Term 21:33 - Marketplaces Will Be Mandatory 24:17 - Different Shades of Marketplaces 26:30 - Mirakl's Accolades

Great to be on Maria Bartiromo this morning talking about the nothing burger of a case the DOJ just filed against Google. If I’m Jeremy Stoppelman Glenn Fogel Steve Kaufer , I’m very disappointed. Why isn’t the DOJ focusing on how Google takes  advantage of its suppliers like Yelp, TripAdvisor, Expedia, Booking.  Platform tech monopolies take advantage of their suppliers, not  consumers. When Google vertically integrates and charges rent to 3rd  party websites, this is where their revenue growth is coming from the  past 10+ years. Yet, the DOJ decides to pick a 3 year old fight that the  EU already fought and had a lackluster settlement in 2018. Cheers to  having a 3+ year legal battle to get a few billion dollar settlement and  a search engine auction system? What a wasted opportunity. Alexander Okuliar Aaron Hoag fyi - the key is that suppliers = customers. Yelp, Trip, Expedia,  Booking are all customers of Google. Google takes advantage of them.  Follow the money!

Alex opens the show looking at Walmart's continued investments into  digital and news of them exiting a brick and mortar investment in the  United Kingdom. Next, a look at Jio Mart and platform investments in  India. The second half of the show covers Uber selling off a stake in  their freight business and backlash Coinbase CEO Brian Armstrong is  facing after establishing an apolitical corporate stance. Originally Aired: 10/01/20   00:00 - Subscribe for Tech & Business News Daily 00:32 - Walmart Investing Digital 08:49 - Reliance Retail 20:01 - Uber Sells Freight 28:50 - Silicon Valley Echo Chamber

It's a triple valuation analysis episode as Alex opens the show with a look at Palantir and their less than stellar profitability (i.e. losses of roughly $580 million for 2019). Next, coverage of Opendoor's announcement they will be going public via a merger with Chamath Palihapitiya’s SPAC Social Capital Hedosophia II. The show closes with a look at Roblox's dominant platform model and news that the gaming platform could go public at $8 billion valuation.   Originally Aired: 10/01/20   00:00 - Subscribe for Tech & Business News Daily 00:47 - Palantir Profits? 07:38 - Opendoor Merger w/ $IPOB 18:29 - Roblox 2021 IPO

The show opens with Alex discussing Spotify Founder/CEO Daniel Ek pledging over $1 billion to euro tech moonshot projects. Next, analysis and commentary of Tim Kendall's comments to the House Committee on Energy and Commerce on Facebook and fake news. The closing segment of the episode takes a focused look at tech abuse in the United States vs China.   Originally Aired: 09/29/20   00:00 - Subscribe for Tech & Business News Daily 00:22 - Daniel Ek Fund 05:38 - Fixing Fake News 25:17 - US vs China Tech Abuse

The show opens with a look at Microsoft's acquisition of ZeniMax Media  and a discussion on why Xbox's business model could be moving towards  more free-to-play games. Next, Alex talks about the DOJ potentially  scaling back the protections Section 230 grants to content platforms.  The show closes with a listen to some new audio of Mark Zuckerberg  leaked by Facebook employees.   Originally Aired: 09/24/20 00:00 - Subscribe for Tech & Business News Daily 00:30 - Xbox Marquee Strategy 08:53 - Section 230 Effectiveness 23:43 - Facebook Zuckerberg Audio Leak

Alex discusses Kayne West tweeting about starting a Y Combinator for the  music business and recaps his discussion with Benedict Evans in the  previous episode. The second half of the show covers bullish comments  from Snowflakes CEO and an update on the U.S. TikTok deal.   Originally Aired: 09/22/20