Winner Take All

The episode opens with Alex discussing the Chinese government's recent antitrust crackdown on tech and the massive hit to valuation Ant Financial has taken as result. Next, a look at the plethora of Clubhouse copycats from big tech and a lesson to be learn from what Clubhouse got right and the 2015 viral app Meerkat got wrong. The show closes with discussion of Univision's new ill-advised partnership with Google.    00:00- Subscribe for Tech & Business News Daily 00:52- Chinese Antitrust Crackdown 05:48- Clubhouse Copycats 17:56- Univision + Google Deal   Originally Aired: 04/27/21

General Robert Spalding 2021 Interview: Alex sits down with Brigadier General Robert S. Spalding III, whose  impressive resume includes serving as Chief China Strategist for the  chairman of the Joint Chiefs, senior Defense Official and Defense Attache to China in Bejing, and Senior Director for Strategic Planning  at the National Security Council. Moazed and Spalding discuss the  current tech landscape between the U.S. and China, taking a look at Elon  Musk's relationship with Beijing, the General's role in limiting  Huawei's participation in 5G infrastructure roll out, and the Great  Firewall being exported outside of China.   General Spalding has served in senior positions of strategy and  diplomacy within the Defense and State Departments for more than 26  years, retiring as a brigadier general. He was the chief architect for the Trump Administration’s widely  praised National Security Strategy (NSS), and the Senior Director for  Strategy to the President at the National Security Council.   Originally Aired: 05/04/21  #Geopolitics #Huawei #ForeignPolicy

The episode gets started with a look at Netflix's poor Q1, 2021 earnings report. Alex digs into why he thinks the stock has taken a huge hit and Netflix's failure to continue innovating and emabrace platform dynamics. After quickly touching on Zoom, we dig into Discord ending acquisition talks with Microsoft and electing to peruse an IPO in the mid to near future. Also covered, possible antitrust issues with Apples new product, Airtags, Walmart Marketplace's expansion into China, and whether or not inflation is on the way.   00:00​ - Subscribe for Tech & Business News Daily 00:19​ - Netflix Earnings Disaster 11:09​ - Microsoft Discord Deal 15:49​ - Walmart Doublespeak 19:15​ - Apple Airtags Anti-Competitive 25:01​ - Inflation on the Way?   Originally Aired: 04/22/21

We kick off this short episode with a look at Jeff Bezos' last  shareholder letter before he steps down as CEO of Amazon. Alex goes over  the various points Bezos makes in the letter while offering some of his  own insights and analysis on the marketplace statistics refereed to in  the final letter before Andy Jassy takes over the platform behemoth.  This episode also contains a note on our new WTA text line and coverage  of Alibaba being fined $2.8 billion as a result of the Beijing's  anti-monopoly probe. 00:00​ - Subscribe for Tech & Business News Daily 00:21​ - WTA Text Line 00:47​ - Bezos' Last Shareholder Letter 14:40​ - Alibaba Fined $2.8 Billion Originally Aired: 04/21/21 #Bezos #Alibaba #AmazonUnion

Tell the SEC that cryptocurrency must remain legal and free by signing this petition: https://www.change.org/p/u-s-securities-and-exchange-commission-cryptocurrency-is-not-a-crime Jeremy Kauffman, founder and CEO of the decentralized content sharing  and publishing protocol LBRY,  joins the show to discuss the ongoing SEC  complaint against LBRY that threatens to stifle the entire  cryptocurrency and blockchain industry in the U.S.. As Kauffman and  Moazed touch on various details of the SEC complaint, they also discuss  censorship on content platforms, launching and running a disruptive  startup business, and the ongoing battle against the overreaching  policies of big tech.   Jeremy created LBRY because he fell in love with the idea of shared,  global content registry that is owned and controlled by no one.  Unsurprisingly, he is a longtime supporter of decentralized technology  and freedom of information. Prior to LBRY, Jeremy founded TopScore, a  startup that processes millions of dollars monthly in event and activity  registrations. He attended Rensselaer Polytechnic Institute, where he  received degrees in physics and computer science. 00:00​ - Subscribe for Tech & Business News Daily 00:22​ - LBRY CEO Jeremy Kauffman 01:11​ - So Easy for YouTubers to Crosspost to LBRY! 01:55​ - What is LBRY and Odysee? 03:41​ - The Successor to YouTube? 05:10​ - Odysee in Top 5,00 Global Websites 05:28​ - Big Tech Goes Against the Platform Ethos 08:14​ - Have Big Tech CEOs Lost Control? 10:19​ - LBRY's Fight Against the SEC 13:59​ - Help LBRY Save Crypto 14:30​ - LBRY Credit Response to SEC Complaint? 16:06​ - Why is The SEC Pursuing LBRY? 18:14​ - Is Cryptocurrency Considered a Security? 21:05​ - Old Regulations Don't Work w/ Crypto 22:11​ - Why Isn't Every Crypto Project Receiving SEC Complaints? 25:16​ - Huge Implications for Crypto + Blockchain Industry! 26:33​ - Case Has Been Ongoing Since 2018 28:08​ - Trying to Run a Startup With Constant SEC Meddling 30:05​ - $1,00,000+ in Legal Fees 30:59​ - What Can Crypto Supporters Do To Help? 34:18​ - Closing Remarks Originally Aired: 04/13/21 #LBRY #Crypto #CEO

The show starts off with a look at a new non-binding legal opinion  penned by Supreme Court Justice Clarence Thomas on the principal legal  difficulty that surrounds digital platforms. Justice Thomas highlights  some of the challenges with invoking old doctrines in regulation of  social media companies and other platforms. Alex discusses the  non-binding concurring opinion and the possibility that content  platforms could become classified as common carriers, subjecting these  companies to special regulations, including a general requirement to  serve all comers. The second half of the show takes a look at two recently released  marketplace rankings, Andreessen Horowitz's 2021 Marketplace 100, and  Applico's new B2B Marketplaces Top 50 Ranking. 00:00​ - Subscribe for Tech & Business News Daily 00:32​ - Are Content Platforms Common Carriers? 16:08​ - Andreessen Horowitz 2021 Marketplace 100 22:29​ - Applico B2B Marketplaces Top 50 Ranking Download Applico's B2B Marketplaces Top 50: Coming Soon!   Andreessen Horowitz's 2021 Marketplace 100:  https://a16z.com/marketplace-100/   Supreme Court Justice Clarence Thomas Opinion:  https://www.supremecourt.gov/opinions/20pdf/20-197_5ie6.pdf   Originally Aired: 04/06/21 #CommonCarriers #TechNews #Marketplaces

The show kicks off with a quick look at the Icon altcoin, recommended to  us by Peter Saddington during his February 18th WTA guest appearance.  Next, an in depth look at details leaked by a dev who helped develop  censorship tools and algorithms for ByteDance's Content Quality Center.  Alex reads excerpts from the interview highlighting the intense  oversight domestic content platforms are subjected to via the Cyberspace  Administration of China. Also covered, reports that the EU is  struggling to build an antitrust case against Amazon and a look at NFTs,  the newest craze in the world of crypto. 00:00​ - Subscribe for Tech & Business News Daily 00:20​ - ICX is Up! 01:40​ - Beijing Cracking Down on Tech 07:01​ - Chinese Censorship Dev Reveals Details 21:00​ - EU Amazon Case Struggles? 22:11​ - NFT Hype Originally Aired: 04/02/21  #Podcast #Tech #ByteDance   I helped build ByteDance's vast censorship machine: https://www.protocol.com/china/i-built-bytedance-censorship-machine

Alex opens the episode with a look at two stories from Walmart, one  detailing the company's new expansions of U.S. manufacturing, and  another that the Walmart Marketplace is relaxing restrictions on foreign  sellers. Next, the latest stories of Amazon unfairly treating  third-party sellers and some commentary on corruption in the government.  The show closes with a discussion on how Starlink may be able to break  through China's Great Firewall and a quick check-in on Viacom's stock  price (spoiler alert: it's come down a lot since we called out that it  was inflated for no good reason).   00:00​ - Subscribe for Tech & Business News Daily 00:21​ - Walmart Does Magic 09:59​ - Seller Spends 200k Fighting Amazon 14:02​ - Amazon Camera Sling Copy 17:02​ - Corrupt Gov 23:15​ - SpaceX vs The Great Firewall 30:14​ - Viacom Stock Update Originally Aired: 03/30/21  #Walmart #Starlink #Amazon —   📚 Grab a copy of the Amazon Best Seller Modern Monopolies: https://amzn.com/B017RC8CBC   ❓ Are you part of a large enterprise interested in spinning out a platform business? Connect with us here: https://resources.applicoinc.com/wta-contact/   At Applico, we identify untapped, intrinsic assets that give existing  enterprises an enormous advantage to spin-out new tech companies.  WisdomTree licensed Applico's Platform Insights Data Product to aid in  the creation of the PLAT ETF.

Alex starts the show with a quick look at Poshmark, a fashion  marketplace whose stock has sharply fallen since touching the $100+ mark  on IPO day. After breaking down if $POSH is more fairly valued in the  ~$40 range, a quick ranking of the tech giants in FAMGA (Facebook,  Amazon, Microsoft, Google, and Apple) is given before diving into the  current regulatory environment for tech. Also covered, what regulatory  capture is, the Chinese government restricting government workers from  driving Tesla vehicles, and Palantir CEO Alex Karp's commentary on U.S.  tech companies lack of willingness to work with the U.S. government. The  show closes with a short breakdown of how take rates work in platform  businesses. 00:00​ - Subscribe for Tech & Business News Daily 00:18​ - $POSH Stock Update 01:20​ - FAMGA Breakdown 05:33​ - Is Tech Regulation a Short-Mid Term Threat? 11:35​ - Regulatory Capture 15:26​ - Tech Companies + U.S. Gov Work 16:26​ - Comments From Palantir CEO 22:36​ - Former TikTok CEO Kevin Mayer CNBC Interview 31:58​ - China Restricts Teslas for State Employees 34:01​ - What is a Take Rate? Originally Aired: 03/26/21 #RegulatoryCapture #PalantirCEO #FAANG

Modern Monopolies Co-Author and Applico Prinicpal Nick Johnson joins the  show with Alex to look at the history of Platform M&A deals,  breaking down whether or not we see tech monopolies still taking the  build from scratch approach. Additionally, Johnson and Moazed dig into  how they characterize platform business model revenue, a key metric for  determining inclusion in WisdomTree's platform business focused ETF, the  WisdomTree Growth Leaders Fund ($PLAT).   Originally Aired: 03/12/21 #Platform #PlatformBusiness #Tech