Winner Take All
A Podcast by Applico
Applico’s 2022 B2B Marketplaces Top 50 Ranking is Here!
We at Applico couldn’t be more proud to share our 2022 ranking of the Top 50 B2B Marketplaces with you! Get your copy of the 2022 B2B Marketplaces Top 50 here: distributionleadership.com/ Everyone at Applico can attest to the…
Why Casinos are Buying Sports Media Companies
Penn National has exercised its option to by sports media entity Barstool Sports in full. This continues a trend of both incumbent and startup entrants in the gaming industry buying up sports media properties. I break down the deal…
Procore + Goldman Sachs Eye $100 billion Fintech Opportunity in Construction and Building
Recently, more and more Fintech companies have popped up to provide instant trade credit and net payment term approvals, all in order to make payment processes more seamless. Around a year ago, Procore, a construction management saas, acquired Levelset,…
B2B Execs Are Bullish on Reshoring Initiatives 🏗️
Let’s Talk About Reshoring. As companies such as Amazon and Walmart have helped accelerate globalization, the unfortunate side effects have been a gutting of the American Economy; an example—half of the top 10,000 sellers on Amazon come directly from…
Twitter Takeover Day 1 – Elon Musk Takes Twitter Private in $44 billion Deal
Elon Musk has successfully completed his $44 billion deal to purchase Twitter. The newly self dubbed “Chief Twit” walked into Twitter offices carrying a sink. Twitter CEO Parag Agrawal and CFO Ned Segal have left the company after day one…
Are Chinese Tech Startups Dependent on U.S. IPOs?
In this video I take a look at a building problem with VC investment into Chinese tech startups; a lack of realized cash returns. Distribution to paid-in ratio, or DPI, measures the cash being returned to a firms limited…
B2B Manufacturers Are Making a Grave Mistake – Anti-Amazon Alliance
We have the opportunity to set a legal, investment standard for tech startups to adopt who want to help distributors. One of the easiest ways to prove your loyalty to distribution? Make it really, really hard for Amazon to buy…
David M. Rubenstein Interview – Lessons From the World’s Greatest Investors
Applico CEO Alex Moazed to discuss his new book How to Invest: Masters on the Craft. In David’s new book, he interviews the greatest investors in the world to discover the time-tested principles, hard-earned wisdom, and indispensable tools that…
Are B2B Manufacturers Investing in Chaos?
While big tech poses a unprecedented threat to B2B distributors, a less discussed enabler of disruption in B2B industries are manufacturers. In this video we look at Schneider Electric’s tech investments that are actively dismantling traditional distribution channels and…
PE Firms Target Late-Stage Startups For Debt Deals | Alternative Startup Financing in a Downturn
Blackstone has announced they will look to move into lending to tech startups who are likely seeking an alternative to raising down rounds of venture capital funding. Blackstone is looking to invest $2 billion and I think we will see…
Why Big Tech Hates The American Innovation and Choice Act
Let’s Pass S.2992 NAW: www.naw.org/supportmainstreet/ The American Innovation and Choice Online Act is a bill that prohibits certain large online platforms from engaging in specified acts, including giving preference to their own products on the platform, unfairly limiting the…
Who Is Winning Grocery Delivery in 2022?
Incumbent grocers are fighting back against major tech disruptors in grocery like Instacart and Walmart. In this video we look at how traditional grocery players are growing their tech stacks and capturing market share through digitally enabled loyalty programs…