Articles by Kirk Enbysk
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Winner Take All
Amazon + Home Depot Launch Venture Capital Funds to Capture B2B Supply Chain
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India TikTok Clone Worth Billions After Ban! | VerSe Innovation, Josh, Dailyhunt
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Jeff Bezos Calls Out Musk’s Ties to China and $44B Twitter Buyout Deal
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Fintech Landscape in Industrial Commerce w/ BluePallet’s Rena Tabal
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Will Shopify Acquire Deliverr to Bolster eCommerce Fulfillment Capabilities?
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Luxury Fashion Platform Farfetch Invests $200MM into Neiman Marcus
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a16z Marketplace 100 2022 Released | Did Andreessen Horowitz Get It Right?
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Why Etsy Sellers are on Strike and Boycotting the Crafted Goods Marketplace
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GameStop Refuses to Pay $30 Million Consulting Bill | GME vs Boston Consulting Group
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B2B Distribution
BNPL for B2B: B2B Payments and Trade Credit Webinar + Top B2B Fintech List
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Why Did Instacart Cut Its Valuation $15 Billion? 🥕 | Grocery Delivery Platform News
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Why Auto Dealers are Charging Over Sticker Price | Automotive Industry 2022
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SEC Issues Ultimatum to China: Delist or Audit as per Holding Foreign Companies Accountable Act
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I Sold My NFT for $12K Before the Ponzi Collapse | Selling mfers NFT on OpenSea 🖼️
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eBay Market Share is Sinking | Will The Legacy Auction Platform Survive?
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Accenture Leaves Russia 🇷🇺 | Why I Turned Down $16k in Russian Business
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Spotify’s Move Into the Podcast Business | The Changing Business Model in Streaming 🎧
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Will the FED Crash the Market? How Easy Money Broke The American Economy | Chris Leonard Interview
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How Home Improvement Retailers Aim to Capture B2B Revenue Streams [Building Materials Distribution]
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A Show About the Fight Against Big Tech – Winner Take All Podcast 2022
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DoorDash Employee Delivery – Should Engineers Be Required to Deliver Food? 🍔
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Will Peloton Go Out of Business or Be Acquired? 🚲 [$PTON Outlook]
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The Platform Delusion – Columbia Business School’s Jonathan A. Knee
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Prime Minister Hudayar: Tech Censorship, Boycott of Beijing Olympics, East Turkistan Gov in Exile
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Facebook Stock Gets Rekt – Down $200 Million on Poor Growth Report 📉
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Monopsony Big Tech Platforms Targeted by FTC Antitrust Regulators! ⚖️ [Breaking News FEB 2022]
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Big Turning Point For Corporate Venture Capital 📊 [CVC 2022 Activity]
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China Tech Crackdown is an Opportunity For U.S. Startups + Venture Capital
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Netflix Stock Crash: Subscribers Growth Misses, Rising Prices, Too Many Competitors! 📺
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Y Combinator Accelerator Changes Standard Deal [2022 YC Deal Terms]
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Microsoft Buys Activision Blizzard in Massive $68.7 Billion All-Cash M&A Deal
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Who are 2021’s Marketplace Winners? – Walmart+, Amazon, Shopify, Etsy, Target+?
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Palantir CEO Calls Out Silicon Valley For Shunning U.S. Government
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Will Alibaba ($BABA) Be Delisted Next? – DiDi Global Removed from NYSE
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Delivery Platforms: DoorDash Buys Wolt for $8.1B. They Should Buy This Next! 🚗 (NYSE: DASH)
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Find Local American Made Products Online 🇺🇸 – Cultivate CEO Harsh Khurana
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Blatant Insider Trading in China?! – U.S. Listed Companies – $COE $GOTU $BABA $VIPS + More
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Is Last Mile Delivery Key for Autonomous Vehicles Going Mainstream?
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Are Grain Trading Marketplaces Dead? – Bushel Acquires GrainBridge
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Does WeWork’s Business Model Make Sense Post-Pandemic? – WeWork SPAC 🏢
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Google Disinformation & Foreign Interference Expert on China Grey War – Jacob Helberg
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Applico in the Press
Alex Moazed on Bloomberg TV | Facebook’s Future, Earnings Q3 2021
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Can Berkshire eSupply Take on Amazon + Zoro in Industrial Supply?
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How Square’s AfterPay Acquisition Could Disrupt $6.7 Trillion in Payments 💳💲
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Applico in the Press
Is Electrical Distribution in Amazon Business’ Crosshairs? – EFC Industry Conference 21′
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Gig Economy May Be Causing The Labor Shortage 👷♀️ – Platforms/Tech and the Worker Shortage
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Bringing Manufacturing Back to the U.S. – Xometry CEO Randy Altschuler
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Uber Freight’s $2.25B Logistics Management Acquisition of Transplace 🚚
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Vetcove: a B2B Platform Juggernaut That’s Off Everyone’s Radar 🐕🐈💊
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Why Product Data is Key for B2B Marketplace Platforms w/ Alex Moazed, Tri Tran, and Nick Johnson
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Applico in the Press
How Mid-Market Tech Companies Can Outpace Big Tech 📈 – Applico CEO on Fox Business
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The Paradigm Shift in Social Media Platforms – Discord Reaches $15B Valuation 🗣️
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8.1% of Alibaba Stock Sells Off as Investors Offload China Investments 🇨🇳📉
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Law Professor Explains the Nuance of Big Tech + Section 230 ⚖️ – Eugene Volokh
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Mexican Unicorn Auto Startup Kavak Expands in LatAm w/ Nick Johnson 🚗
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OnlyFans Announces Removal of Sexually Explicit Content From Platform Pre IPO
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PayPal Founding COO Calls Out Financial Deplatforming By Big Tech
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Big Tech Censorship: Is Treating Platforms as Common Carriers a Solution? – Eugene Volokh Interview
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Silicon Valley Non-Profit Fighting Online Censorship – 1st & 14th Institute Founder Mike Matthys
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Online Grocery🥕: Can Instacart Make $1B/Year on Ads? – w/ Tri Tran
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Asset Price Inflation Q2’21: 491% Increase in Unicorn Startups!? 🦄
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Shopify Strengthens Platform by Eliminating Developer Fees on First $1mm!
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Will The DiDi IPO Spark a Decoupling Between Chinese and U.S. Markets? 🇺🇸📈🇨🇳📉
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Etsy’s $1.6 Billion Depop Acquisition to Capture Gen-Z Secondhand Market 👕
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How the CIA Uses Social Media – Senior Intelligence Officer Marc Polymeropoulos
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Hotel Recovery: Airbnb Outperforming Traditional Hospitality Offerings 🏨🛌
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How Xbox Sells Consoles at a Loss to Strengthen Network Effects 🎮
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Andrew Wilkinson’s Qualitative Approach to Buying Internet Businesses
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Cyberspace Administration of China Cites 105 Apps for Illegal Personal Data Collection 🤔
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Apple Cedes Data Center Control To Chinese Government – NYT Exposé
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AT&T Didn’t Buy In on Platforms! – Spinoff of WarnerMedia Assets 📺
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Applico: Bridging the Gap Between Startups and Traditional Enterprises
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Building a True Market Network For The Chemical Industry – BluePallet CEO Scott Barrows
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“It’s More Pervasive Than Just Huawei” 📶📡 – General Spalding on 5G’s Global Future
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Andrew Wilkinson – Buying Profitable Tech Businesses, Crypto’s Future, Losing $10mm on Flow
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LAZ Partners w/ Applico To Lead Digital Transformation of Parking Industry
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National Security Expert: China Will Attempt to Control Elon Musk, Tesla, and Starlink
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Clubhouse Downloads Dip 72%: Big Tech Moves to Quickly Copy Audio Chat Network
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Applico in the Press
Twitter Has Failed at Executing + AMZN Q1 Earnings – Applico CEO on Bloomberg TV 2021
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General Robert Spalding 2021 Interview – Big Tech’s Social Influence, CCP’s Data Empire, Elon Musk + Beijing
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Ant Financial IPO 🐜 Decimated By Chinese Antitrust Clampdown – Valuation Slashed!
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Tile Says Apple’s New Airtags are Anti-Competitive | Apple Antitrust
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Alibaba Fined $2.8 Billion: Beijing Antitrust Regulators Levy Record Fine Against Tech Monopoly
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Traditional Enterprises are Buying Into Fashion + Sneaker Marketplaces 👟⌚
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Can Tesla Capture This Huge Platform Opportunity in the Automotive Industry? 🚗⚡
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Why SEC v. LBRY Could Decide The Future of Crypto in the United States
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LBRY + Odysee CEO Jeremy Kauffman | Saving Crypto, Fighting Big Tech, and Free Speech Online
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Walmart Opens Marketplace to International Sellers – Bad For Small U.S. Sellers? 📦
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Regulatory Capture: What Needs to Change About the FTCs Approach to Big Tech Antitrust
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Seller Spends $200k in Legal Fees After Amazon Seizes His Funds + Inventory 😨
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Former TikTok CEO + Disney+ Head Kevin Mayer Speaks About Abrupt Exit
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Asset Inflation is On The Rise ⚠ – w/ Chief Economist Tendayi Kapfidze
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Do Platform Conglomerates Build or Buy Additional Platforms? – Tech M&A Analysis
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Should I Hold Gold, Bitcoin, or Cash? 🧐 We Asked Chief Economist Tendayi Kapfidze
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Coinbase Crypto Assets: Coinbase Is Hodling 6,840 BTC as Investment?! – $COIN Stock
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Fashion Marketplace Platforms Landscape Analysis – Manufacturers Are Buying In!
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Square Makes Ludicrous Acquisition of Music Streaming Service Tidal 🧐
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SaaS vs. MaaS: Two Ways eCommerce Can Embrace Marketplace Platform Dynamics
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SEAL Team Commanding Officer + VMware Chief Digital Transformation Officer Mike Hayes
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CoinDesk TV Shut Down: Why Did YouTube Ban then Reinstate Crypto News Channel CoinDesk?
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How Jim Rickards Lied, Cheated, and Stole as Pentagon’s Financial War Game Played Out
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Streaming Wars: Disney CEO Indicates Theatrical Window Forever Changed
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Discord Censored WallStreetBets at the Peak of GME Meme Stock Frenzy
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Buying a 45 BTC Lambo in 2017: Peter Saddington Recounts Buying the First Bitcoin Lamborghini
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Coinbase IPO: Coinbase Lists Secondary Shares in Preparation To Go Public via Direct Listing
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Why YouTube Censored + Deleted His Crypto Channels w/ 150,000+ Subscribers, 7,000+ Videos
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Roblox IPO 🎮: Direct Listing Pushed to March After SEC Scrutiny + Prospectus Update 📃
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Bleeding Edge Entrepreneur Peter Saddington – Buying a BTC Lambo, Being Banned by YouTube, Emrit IoT
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Agora: Is Clubhouse’s Tech Stack Vulnerable to Chinese Surveillance?
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Livestreaming Growth: New Data Shows Strong Uptrend on Twitch Continues
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🇦🇺Australian News Media Bargaining Code: Will Google Really Leave Australia?
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Clubhouse App: Clubhouse Newest Tech Unicorn w/ $100MM Andreessen Horowitz Investment
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Twitter Acquires Newsletter Platform Revue in Lieu of $50MM+ Substack Deal
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Applico in the Press
Applico CEO Calls Out Robinhood and DTCC for Limiting Retail Traders on Fox Business
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Applico in the Press
Amazon CEO Jeff Bezos Steps Down – Applico CEO on Bloomberg TV
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DOJ Antitrust Division Cancel Visa’s $5.3 billion Plaid Acquisition
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Big Tech Tries to Censor + Ban Frenzied Retail $GME Investors From Stock Market
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Poshmark IPO: Is $POSH The Dominant Secondhand Fashion Marketplace?
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Bumble IPO 🐝: Tinder’s Biggest Competitor Files S-1 Prospectus | $BMBL Stock
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Applico in the Press
Alex Moazed on SiriusXM Business Radio – Platform Business Model Performance in 2020
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Roblox IPO 🎮: Is $30 Billion Too Expensive?! – Roblox Stock Direct Listing Analysis
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Best-Selling Economist on Bitcoin in 2021, Bull🐂 or Bear🐻? – Jim Rickards
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Roblox IPO 🎮: February Date Direct Listing Confirmed – New $30B Valuation!
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Online Free Speech: Poland Announces Bill to Combat Platform Censorship
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Porch SPAC IPO: Lowe’s Dumps 16M Shares – Should $PRCH Be Bankrupt?
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CCP Regulators: 30% of Alibaba’s Value Wiped Out, How Far Will They Go?
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Ant Group Break Up🐜, Alibaba Monopoly Probe, 2021 Platform Stocks📈 – Fox Business Applico Interview
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Roblox IPO Postponed! 🎮: $RBLX Stock Not Going Public Until 2021 😥
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StockX Now Valued at $2.8 Billion! 👟 | $275 Million Series E Raise Dec 2020
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Facebook Makes $1 Billion Acquisition of Kustomer, CRM Customer Service Startup
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Airbnb IPO: $ABNB is Worth More Than Booking.com?! Shares Up 100+%!
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Instacart Best Buy Partnership: Will Instacart Shift Their Business Model?
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Salesforce’s $27.7 Billion Slack Acquisition: Time to Dump Atlassian ($TEAM)?
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Affirm IPO: PayPal Founder’s Buy-Now-Pay-Later Lending Fintech Publishes Prospectus
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Amazon EU Antitrust Violations: I Think Regulators Might’ve Finally Caught Them!
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Amazon Looks to Disrupt Drug Industry w/ New Prime Pharmacy Offering
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Ahold Delhaize Acquires Online Grocer Fresh Direct – Applico Advises!
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Wish IPO: Is Something Fishy Going on w/ “Logistics Revenue” Financials? – $WISH Stock
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Roblox IPO S-1 Financials Analysis: This New Platform Stock Looks Insane! $RBLX
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Airbnb IPO: Will Airbnb Stock be a Good Rental Platform Investment? | 2020 Tech IPO
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Farfetch Stock: $FTCH $1.1 Billion Deal w/ Alibaba + Swiss Luxury Group Richemont
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Why Social Media Is Bad For Your Health | Tim Kendall on Winner Take All
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Tim Kendall | Netflix’s ‘The Social Dilemma’, Pinterest President, Facebook Director of Monetization
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U.S. GDP 2020: Q3 Spending Shifts to Alternative Areas of Economy
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U.S. GDP 2020: Imapct of Stimulus, Quantitative Easing, COVID Pandemic
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Venture Capital Investment: Why VC First Financings are Declining
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Facebook Fake News: Social Platform Algorithms = Big Tobacco’s Playbook?
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Huawei Ban: Have Chip Sanctions and Battle w/ Google Killed Huawei?
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Tech IPO: Did You Miss This $19 Billion Marketplace’s Initial Public Offering Last Week?
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Subcommittee on Antitrust: Takeaways From The New 449 Page Report – October 2020
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Roblox $8 Billion Valuation: The Next Big Platform Opportunity in Gaming?!
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Google Antitrust: The DOJ Is Accelerating Their Case Against Google
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Benedict Evans on The Next Phase of Tech Geopolitics and Regulation
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Jack Henry is Launching a Marketplace Platform for Commercial Loans
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Palantir IPO/Direct Listing: Founder Speaking Out Against Silicon Valley Values
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Alipay IPO: Ant Group’s Record Breaking Fintech Initial Public Offering
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Applico CEO on Fox Business Breaks Down Concerns w/ U.S. TikTok Deal
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CEO Alex Moazed on Fox Business – Tech Platform Stocks Booming and Not Slowing Down📈
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App Store Monopoly: Does Epic Games’ #FreeFortnite Lawsuit Have a Chance?
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AB5 Backfire: Will Uber Leave California Over Gig Economy Worker Lawsuit?
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Online Speech 💬: Why Tech Monopolies Need to Moderate Differently
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Restaurant Closures: Yelp Data Indicates Restaurant Extinction ☄🌋
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Uber Acquires Routematch: Public Transit the Next Frontier for Uber? 🚎
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StockX Business👟: Sneaker Marketplace Reports Biggest Months in History!
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Netflix Q2 2020: How Amortization Affects Netflix’s Profitability
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Hong Kong Security Law: Why Tech Platforms Are Ignoring Hong Kong Data Requests
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Commercial Platforms Initiative: Why GSA Pilot Doesn’t Include a Pure Marketplace Platform!
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India’s ban on TikTok + Chinese Apps – Nikhil Pahwa, MediaNama Founder
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Spotify Podcast Deals: Spotify Signs on DC Comics and Kim Kardashian for Exclusive Podcasts
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Twitter Censorship: Why Platforms Need More Potentially Offensive Content
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Grocery Delivery: Instacart🥕 Sees Huge Coronavirus Market Share Gain! (Beats Walmart!😮)
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The Problem With How We Think About Value | Tim O’Reilly Interview 2020
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Why Tech Monopolies Have No Incentive to Innovate | Tim O’Reilly Interview 2020
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Tim O’Reilly, CEO of O’Reilly Media | Rethinking Antitrust in the Era of Internet-Scale Platforms
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Reliance Jio Delivery: Online Grocery Delivery Platform JioMart Launches in 200 Cities
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Grocery Delivery: Instacart Raising Additional Funding as Platform Expands
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Walmart eCommerce: Walmart.com Growing Faster Than Amazon and eBay?!
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Freight Logistics: Uber Freight Winding Down as Amazon Truckload Service Ramps Up🚚
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How B2B Distributors Can Provide eCommerce Capabilities That Build a Marketplace
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B2B Buyouts: Immediate Short-Term Marketplace Benefits for B2B Distributors
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Venture Funding: May 2020 State of the Market & Notable Deals Report Downlaod
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How Big Banks Invested in Symphony to Challenge Bloomberg’s Monopoly
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Stripe Payments: Stripe Raises $600 Million Round at $36 Billion Valuation
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Facebook Censorship: Why Facebook Should Decentralize Free Speech Curation
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Amazon Affiliate Program: Drastic Cuts to Amazon Associate Commission Rates
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Tech Earnings: Netflix Posts Huge Subscriber Gains! + SNAP Q1 2020 Earnings
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Food Business: COVID-19’s Impact on Food Industry🍖🍓🍞 w Guest Tri Tran
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WorkMarket President on Volunteer Surge Platform to Train/Deploy 1MM Nurse Aides
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Reliance Jio Facebook: Why This Could be Big for Facebook in India
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iBuyer Real Estate: iBuyers Zillow Offers and RedfinNow Suspend Buying
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Uber Coronavirus: Why Lyft Might Not Survive Coronavirus Downturn Like Uber
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Likee Video App: TikTok competitor Likee Coming to the U.S. Market
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Zelle Payments: 🏦 How Banks Quickly Built a Competitive Solution to Venmo
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Roblox Developer: Is Roblox The Next Dominant Gaming Development Platform?
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Cashierless Store: NYC Airport Shops Licensing Amazon Go Just Walk Out Technology
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Target Plus: Why The Target+ Marketplace is Failing Miserably 🤦♂️
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Goldman Sachs WeWork Botched IPO: “I’m Not Sure We Got It WRONG”?!
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SiriusXM SoundCloud Investment: Is SoundCloud the “YouTube of Audio”?
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Contactless Payments: How Apple Pay is Dominating Digital Payment
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GDSA: Huawei is Forming a New Mobile Alliance to Fight Android 📱 💻
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YouTube Business Model: Why YouTube’s Business is Superior to Netflix
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Intellectual Property Protection Benefits Inside the Phase 1 Trade Deal
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PC Digital Distribution: How Epic Quickly Secured Foothold Against Steam
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Epic Healthcare Desperately Attempting to Block Sharing of Health Data 👩🏻⚕️🤷🏼♂️
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Content Curation: Is Curation the Next Big Value Prop for Platforms?
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Amazon Go Technology: VISA or MasterCard Should Create an Anti-Amazon Go Alliance
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Mark Zuckerberg 10 Year Outlook: Facebook Moving into New Platform Types
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Podcast Business: How Spotify is Making Moves to Dominate Podcasting
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Healthcare Pricing Transparency is Key to a Platform Revolution! 👨🏽⚕️👩🏻⚕️🚑
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How Pharmaceutical Incumbents Stifle Innovation and Inhibit Disruptors
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How Fritz Demopoulos Built a $4 Billion Travel Platform – Story of Qunar.com
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Tokopedia Raising $1.5 Billion as Platform Wars Heat up in Asia 🌏
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Institutions are Deploying Excess Liquidity via P2P Lending Platforms
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Automakers Need to Collectively Partner and Form a Digital Alliance 🚘
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Apple is Connecting With the VA and Other Health Care Providers 👩🏽⚕️
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Grainger Could Add 10 Million SKUs in 12-18 Months w/ a Marketplace
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Applico in the Press
Applico CEO Alex Moazed at G1 Global Conference “Data Free Flow with Trust” Panel
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Why Supply Side Disruption is the Key to Trucking & Logistics Platforms 🚛
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Catch Founder & COO Kristen Tyrrell Discusses the Gig Economy and California’s Assembly Bill 5
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Applico in the Press
Applico CEO Alex Moazed on CNBC’s Power Lunch – Microsoft JEDI Cloud Contract
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Applico in the Press
Applico CEO Alex Moazed on Fox Business – Amazon Q3 2019 Outlook
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Chinese Communist Government Uses Tech Monopolies to Enforce Policy 🇨🇳
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Doris Honold on The Impact Platforms Can Have in the Banking & Financial Space
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Amazon Go Licensing is About to Change Retail & Payments Forever 🛍
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Amazon is Changing the Search Algorithm to Favor Their Products 😤
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The Chinese Government is Using Tech Monopolies to Control & Regulate 🇨🇳
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Will Stripe Go Public Through a Direct Listing Instead of an IPO? 🤔
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Winner Take All
DoorDash, Uber, & Lyft Are Fighting California’s Contractor Legislation 📜
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Winner Take All
Epic Gathering 20 Million Medical Records, Are They Building a Platform? 💉
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Winner Take All
Amazon Is Building a Shipping Empire and UPS is Letting It Happen 🚚
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Winner Take All
California Contract Workers Bill Hurts Uber Drivers and Passengers 🚗
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Winner Take All
Apple Partners w/ Allscripts to Access Electronic Health Records 🗂
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Winner Take All
The Platform Conglomerate Mechanism Allows Growth to Outperform Value 🌱
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Winner Take All
Luxury Watch Makers Should be Partnering w/ Secondhand Marketplace Platforms ⌚️
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B2B Distribution
B2B Marketplaces: Their Failure in the Dotcom Era and Why This Time is Different
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Winner Take All
These are the Kinds of Public Platforms You Should Be Watching! – Anaplan Q2 2020
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Winner Take All
