Winner Take All

On this episode of Winner Take All Alex and Nick start the show with a look at recent comments from both Lyft and Uber about when they will reach profitability. The guys also look at Chinese B2B Marketplaces, why Snap is playing nice with TikTok, and platforms performance in the S&P 500. The show closes with a look at the marquee strategy Mixer is using to pull fans away from Twitch. Watch clips from the show and full 4k episodes over on our YouTube page: https://www.youtube.com/channel/UCUVFoF6YKQzP9rIL3TdMoxg

The episode starts with Alex recapping his appearance on Fox Business and getting into his thoughts on Zuckerberg testifying about Libra. Alex and Nick also discuss Amazon and Microsoft's earnings, South Park's $500 million streaming deal, and Netflix selling off junk bonds. The show ends with a look at recent Nike and Under Armour CEO departures and whether or not apparel companies should own their own marketplaces. Watch clips from the show and full 4k episodes over on our YouTube page: https://www.youtube.com/channel/UCUVFoF6YKQzP9rIL3TdMoxg

Alex takes a look at Walmart subsidizing marketplace vendors, a new pet friendly Uber feature, and Comcast adding apps to their Flex streaming box. Also covered is a look at trade deficits and Mark Zuckerberg's Georgetown speech. Watch clips from the show and full 4k episodes over on our YouTube page: https://www.youtube.com/channel/UCUVFoF6YKQzP9rIL3TdMoxg

On this episode of Winner Take All Alex looks into digital bank Chime going dark, arguments over protections from Section 230 of the Communications Decency Act, and Marc Benioff's comments about facebook. We also take a look at Netlfix's earnings and Alex answers the question "Was I wrong about Netflix?". Watch clips from the show and full 4k episodes over on our YouTube page: https://www.youtube.com/channel/UCUVFoF6YKQzP9rIL3TdMoxg

We kick off this episode of Winner Take All by taking a look at a recent segment on Bloomberg TV discussing the PLAT ETF. Alex also breaks down departures at Walmart, Victoria's Secret running into retailer troubles, and fake sneakers making their way onto StockX. The show closes with discussion of China's soft power and the continued failings of automakers building a dev platform. Watch clips from the show and full 4k episodes over on our YouTube page: https://www.youtube.com/channel/UCUVFoF6YKQzP9rIL3TdMoxg

Doris Honold joins the show from London to talk fintech and the impact platforms could have on lending. Alex and Nick also discuss new streaming app DAZN, Tencent's advances with healthcare in China, and how Zillow is losing money to compete with Opendoor. Watch clips from the show and full 4k episodes over on our YouTube page: https://www.youtube.com/channel/UCUVFoF6YKQzP9rIL3TdMoxg

On this episode of Winner Take All Alex and Nick discuss why the platform economy is missing from things like GDP and unemployment calculations. The guys also cover all the latest happenings in China and whether or not Google is looking to acquire a TikTok competitor. Watch clips from the show and full 4k episodes over on our YouTube page: https://www.youtube.com/channel/UCUVFoF6YKQzP9rIL3TdMoxg

On this episode of Winner Take All we cover retailers closing more stores, Amazon's marketplace monopoly, and MasterCard's farming app that feels like vaporware. We also touch on social media overtaking print and PayPal walking away from Libra. Watch clips from the show and full 4k episodes over on our YouTube page: https://www.youtube.com/channel/UCUVFoF6YKQzP9rIL3TdMoxg

Alex and Nick discuss Huawei's foiled process to make Google's apps work on their new phone and look at how the streaming wars are heating up between Netflix and Disney. The guys take a look at a new joint venture between Rue Gilt Groupe and Simon Property Group and disagree with Cramer on the gig economy. Watch clips from the show and full 4k episodes over on our YouTube page: https://www.youtube.com/channel/UCUVFoF6YKQzP9rIL3TdMoxg

Alex and Nick look at the huge $12.3 billion Stars Group acquisition deal and explain why DraftKings might need to be worried. We also take a look at PetSmart and discuss some of the shade being thrown around the WeWork deal. The show is closed out by exploring if drones could be a development platform opportunity. Watch clips from the show and full 4k episodes over on our YouTube page: https://www.youtube.com/channel/UCUVFoF6YKQzP9rIL3TdMoxg