Winner Take All

The show opens with more details on Just Eat's acquisition of Grubhub including details straight from  GRUB CEO Matt Maloney. Next, Alex explains why he agrees with Facebook's stance on platform censorship and looks at some new data on Amazon selling to hospitals. The show closes with an in-depth discussion on the EU antitrust charges against Amazon and what EU (and eventually US) regulators need to do to finally get this right!   Originally Aired: 06/16/20   TIMESTAMPS: 00:16 - Why GRUB was overvalued 06:36 - Cancel Facebook? 10:38 - Amazon Supplying 50% of Top Hospitals 12:16 - Amazon EU Hot Water

The show opens with a look at the $7.3 billion dollar deal between Just  Eat Takeway and Grubhub. Alex breaks down the big move in the food  delivery space and questions what the synergies are here. Next, a look  at Instacart's announcement of their new funding round and discussion on  what could be next for the king a grocery delivery (they recently  passed Walmart!). The show closes with a look a Zynn, a Tencent backed  TikTok-like that's been removed from the Play Store by Google for  stealing content.   Originally Aired: 06/11/20 00:53 - Just Eat Takeaway Buys Grubhub 10:37 - Grocery Platform Acceleration 14:28 - Zynn App Cheating

Alex opens the show with a note on the PLAT ETF before diving into new  TikTok/ByteDance revenue numbers. Next, coverage of the sudden slew of  DCMA claims sent to Twitch streamers and TikTok's precarious music  licensing negotiations. The second half of the episode contains  discussion on Elon Musk tweeting that Amazon needs to be broken up and  Instacart's evisceration of grocery delivery competitors during the  COVID-19 outbreak (including Walmart!!!).   Originally Aired: 06/09/20 00:18 - PLAT ETF 01:37 - TikTok Domination 07:36 - Music Labels Come After Twitch and TikTok 14:59 - Elon Says Break Up Amazon 19:26 - Instacart is Kingc👑

It's an antitrust focused episode where Alex goes in-depth on the  current situation around Twiiter's censorship of president Trump and the  executive order in response. Additionally, Alex explains Section 230  (AKA Protection for private blocking and screening of offensive  material), and breaks down the core functions of content platforms. The  show closes with thoughts on how this new attention brought to social  platforms could lead to the partial dilution of tech monopolies.   Originally Aired: 06/05/20 01:03 - Twitter Anittrust 02:44 - Trump's Executive Order 05:43 - Section 230 12:58 - Content Platform Core Transaction 23:26 - Content Platform Dilution

The episode kicks off with a look at Reliance Jio's foray into online  grocery delivery and the multiple recent investments the company has  received from big tech names. Next, Alex looks at Meituan Dianping's  earnings and closes the show with an in-depth discussion on U.S. tech  censorship.   TIMESTAMPS: 00:20 - Reliance Jio Grocery 04:03 - Meituan Food Results 09:02 - US Tech Censorship Originally Aired: 05/27/20

Alex opens the show looking at the recent proposed regulation around  Chinese stock reporting and discusses what this could mean for foreign  platform stocks. Next, a break down of what happened to fintech startup  Motif, one of the first fintech downturn victims. The show closes with  commentary on the recent $100 million Joe Rogan podcast deal with  Spotify.   TIMESTAMPS: 00:16 - Chinese Stock Regulation 06:24 - Fintech Victims 09:04 - Joe Rogan Spotify Deal Originally Aired: 05/21/20

Tim joins the show for in-depth discussion on the current tech  landscape, where he sees a breakdown in the fundamentals of how  marketplaces should operate, a disconnect around the current ways we  assess created value from companies, and thoughts on Amazon and Google's  current antitrust issues.   Tim O’Reilly is the founder and CEO of O’Reilly Media Inc. Tim and  O’Reilly Media’s catalytic impact on the technology world include the  framing of big ideas like “open source software”, “web 2.0”, “the Maker  movement”, “government as a platform”, and “the WTF economy”. Tim is  also a partner at early stage venture firm O’Reilly AlphaTech Ventures,  and on the boards of Code for America, PeerJ, Civis Analytics, and  PopVox. Tim is currently working on a new book about why we need to  rethink antitrust in the era of internet-scale platforms.   Originally Aired: 06/01/20

Alex opens the show discussing Uber's second round of layoffs and Amazon  making moves where Uber Freight is slowing. Next, coverage of Facebook  acquiring Giphy and the head of Disney+ leaving to become CEO of TikTok.  The show closes with a look at Amazon's delivery only dark stores and a  message about Applico's FoodTech landscape.   Originally Aired: 05/19/20 TIMESTAMPS: 00:19 - Freight Marketplace Shakeup 11:39 - Facebook Buys Giphy 12:55 - Head of Disney+ Moves to TikTok 20:36 - Food Marketplace Landscape

The episode opens with Alex taking a look at Instacart being in talks to  raise new funding and Walmart Marketplace topping app download charts.  Next, Alex breaks down two opportunities he sees in the B2B industry,  using a marketplace as an internal buyout tool, and supplying eCommerce  SaaS technology. The show closes with questions from WTA viewers.   TIMESTAMPS: 00:17 - Instacart Funding 04:16 - Walmart Beating Amazon 09:19 - B2B Buyout Marketplace Opportunity 15:19 - eCommerce B2B Distributor Strategy 19:12 - WTA viewer questions Originally Aired: 05/15/20

The show starts with a look at tech stocks dominating the U.S. market  and our opening topic which covers a Wall Street Journal article about  Amazon using third party seller data to unfairly compete within the  marketplace (something WTA covered 6 months ago). Next, Alex takes an  in-depth look at Facebooks censorship issues and purposes some possible  solutions to "fake news". The show closes with a look at the spike in  activity on streaming platform Twitch.tv and Fortnite holding a virtual  Travis Scott concert for 27.7 million unique players.  Originally Aired: 04/24/20 TIMESTAMPS:   00:29 - Tech Stocks Dominating 03:09 - Amazon Snooping Seller Info 06:41 - Facebook Censorship 15:40 - Twitch Growth 17:47 - Fortnite Concert