Winner Take All

The episode kicks off with a look at inflation and some real estate data  that may hint as to whether or not the FED's rate hikes are working  effectively. Next, we take a look at Elon Musk announcing that he is  backing out of the Twitter deal and I discuss if I think this  transaction will ever actually happen. Also covered, Amazon striking a  deal with Grubhub that could net the eCommerce giant a 15% stake in the  delivery platform and a look at the livestream shopping landscape in the  West. The show ends with discussion on Thrasio, an Amazon seller  aggregation business that is struggling with the current economic slowdown.    Originally Aired: 07/15/22  #Amazon #Podcast #Inflation —

It's the first official day of the recession in the U.S. and we kick off  the episode looking at what this means and why the media doesn't seem  to be paying attention. Next, in a move predicted on WTA pre pandemic,  Pinterest has finally made a change at CEO. Will new CEO Bill Ready be  able to finally tackle commerce on the platform? Also covered, venture  capital firms hurting as startup valuations continue to drop and Netflix  announcing they will offer an advertisement supported subscription  tier. We close out the show looking at news that TikTok's U.S. user data  is being accessed from China, something the platform had claimed was  not happening.   #Podcast #NetflixAds #businessnews

We're back and broadcasting from Minnesota for the summer! The show  starts with a look at rising inflation in the U.S. as we question how  the Federal Reserve is measuring and reacting to the tumultuous economic  environment. Next, a look at how startup valuations are falling and the  changing relationships between VCs and early stage startups. We also  have some new research from Applico on B2B tech acquisitions and whether  distributors or manufacturers are leading investment into new digital  business models. Also covered, Freightos' SPAC deal, Revlon going  bankrupt, Materiel Bank making an acquisition, historic data on M&A  deals during downturns, and what the definition of a "centaur" startup  is.   #B2BPodcast #marketplace #podcasts  —

The episode opens up with a look at Airbnb's decision to exit the  Chinese market, a move that I see as part of a larger exodus of foreign  tech companies who've been unwelcome in China and continuously managing  complicated relationships with the Chinese government's regulators.  Next, as we see foreign companies exiting China, the government has  pledged to now support its domestic tech enterprises. Is this the end of  China's "crackdown on tech" or just more posturing? Also covered in  this episode, SoftBank's LatAm division leaving to start a new outside  venture and Ford CEO Jim Farley's comments on taking Ford's EV sales  direct-to-consumer, potentially cutting out Ford's vast American  dealership network.   #podcast #Airbnbstock #techindustry  

My Modern Monopolies co-author Nick Johnson joins the episode and our  discussion starts with Sequia Capital's presentation to growth startups  urging founders to focus on profitability and positive cash flows. Also  covered, how some VC may have over extended during the current downturn  and an explanation on open vs. closed marketplaces.   #podcast #startupnews #marketplaces  —

We start the show with a look at how Australia's law requiring big tech  companies to pay for news sharing has been going 1+ years in. Next, we  share some Applico data on M&A activity among B2B distributors and  adjacent competitors looking to disintermediate incumbents and disrupt  the traditional supply chain. The second half of the show covers some  washy data on market outflows coming out of China and why Carvana has  gone from a rising tech star on Wall Street to a sputtering linear auto  business down over 90%.   #Podcast #B2B #chinastocks

The episode opens up looking into the tumultuous market conditions as of  late and Netflix's reporting that subscriber numbers are declining.  Next, Elon Musk has announced the Twitter deal is on hold pending  verification on the number of fake/bot users. I discuss what these means  for the deal price and if this could be the end of this transaction.  Also covered, Nike files a lawsuit against sneaker marketplace StockX  and Walmart's marketplace sees a huge influx of Chinese sellers. We wrap  up with JP Morgan's accidental "uninvestable" rating given to Chinese  internet stocks, WhatsApp employees speaking out against Facebook, and  India cracking down on Amazon and Walmart abusing legal loopholes.   #Podcast #BusinessNews #NFLX —

It's a special edition of the show focused on news in the B2B industry.  First, we take a look at both Amazon and Home Depot making announcements  that they'll be launching funds to invest in B2B technology startups. I  break down what these companies have invested in so far and explain why  this should be a wake up call for traditional distributors in B2B. Also  in this episode, a look at a top HVAC distributor and a top IT  distributor embracing marketplace and tech investment.   #VCInvesting #B2B #Distribution   —

The episode starts with SEC documents that reveal what the breakup fee  is between Elon Musk and Twitter. We discuss if the size of this fee is a  signal on how serious each side is on making this deal happen. Another  story concerning the Twitter buyout, we look at what Amazon founder Jeff  Bezos has to say about the transaction and Elon's business ties with  China. We also dig into eCommerce fulfillment, looking at news that  Walmart's marketplace fulfillment service has grown 500% and Shopify  making a potential acqusition to bolster services for its sellers. We  close out the episode looking at how tech protectionism in India has  fostered growth of domestic TikTok competitors.   #Podcast #technews #twitterupdate   —

We start off with an update on Elon Musk's attempts to purchase a  majority share in the social platform Twitter. With the Twitter board  now instituting a poison pill strategy to ward off hostile takeover  attempts, it would appear things are getting tense. I still think Elon  can make a purchase of Twitter happen but it's going to have to be done  the hard way. Next, a look at Chinese netizens voicing dissent on the  social platform Weibo. We close out the episode with a look at  Andreessen Horowitz's 2022 top 100 marketplaces rankings.   #podcast #ElonMusk #twitterupdate  —