Winner Take All


A Podcast by Applico


Netflix vs Disney Plus: Disney Reaches 100 Million Subscribers

Disney has reported that they’ve reached 100 million streaming subscribers. Alex discusses Disney’s fast-growing subscriber base, explains how they were able to reach such large numbers in the linear video streaming market, and compares direct-to-consumer streaming service growth with much…

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Benedict Evans on The Next Phase of Tech Geopolitics and Regulation

Benedict Evans joins Alex for a discussion on tech regulation, protectionism, and antitrust. They discuss current top stories, including TikTok’s U.S. acquisition and Nvdia buying ARM, while also delving into large-scale topics like the media’s coverage of tech, tech protectionism…

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Amazon Investing $100mm in New Luxury Fashion Platform

New reports have surfaced that Amazon’s long rumored luxury fashion platform will launch in September 2020 and be fueled by a $100 million marketing campaign. Alex discusses Amazon entering the luxury fashion platform race, why the site needs to establish…

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Balancing Startup Innovation and Tech Regulation

Alex discusses the home sharing regulations in Japan that affected Airbnb, the variety of roles we’ve seen platform companies take on relative to local governments, and the delicate relationship between regulatory risk and disruptive innovation. This is an excerpt from…

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Jack Henry is Launching a Marketplace Platform for Commercial Loans

Jack Henry & Associates, Inc. ($JKHY), a leading provider of technology solutions and payment processing service, has announced they will be launching a loan marketplace for financial institutions to easily engage in the buying, selling, and participation of commercial loans….

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How We Provide Data for WisdomTree’s Platform ETF

WisdomTree’s Growth Leaders Fund seeks to track high growth, mid and large-cap companies leveraging platform-based business models. Alex discusses the ETF and breaks down some of the ways Applico provides data to WisdomTree to determine what companies qualify for inclusion….

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Airbnb vs Domio: Illegal Activity or Platform Growth Hacking?

Domio, an apartment-hotel rental service for travelers, has recently had their properties suspended from operating on Airbnb’s platform due to violating local rental permit laws. Alex discusses the ban and takes issue with Domio being criticized for things that Airbnb…

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Palantir IPO/Direct Listing: Founder Speaking Out Against Silicon Valley Values

Palantir, a data analytics company known for working with the U.S. government, have filed an S-1 and plan to debut on public markets via a direct listing. Alex discusses the non-platform tech company and comments recently made by founder Alex…

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Alipay IPO: Ant Group’s Record Breaking Fintech Initial Public Offering

Ant Group, a fintech affiliate company of Chinese platform giant Alibaba, will be holding an initial public offering of up to $30 billion, going live simultaneously in Hong Kong and Shanghai. Alex discusses Ant’s various fintech services and details how…

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Anker IPO 🎧: A Brand Built on Amazon Worth Billions!

Anker Innovations Technology, one of the earliest and largest Amazon-native brands, went public via IPO on the Shenzhen ChiNext Market August 24th. Alex discusses how Amazon has given direct to consumer product companies easy access to distribution fostered a new…

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What Happened to Cancelling Facebook?

1,000 plus advertisers announced they would reduced their July ad spending on Facebook in response to Facebook profiting off what they deemed hateful content. Alex look backs at a WTA video on advertisers boycotting Facebook and gives an update on…

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Who Will Actually Run TikTok?! – Walmart + Microsoft Deal

News has surfaced that Walmart could join in with Microsoft in a acquisition of TikTok’s U.S. business. Alex discusses Walmart jumping in on the potential U.S. TikTok deal and explains why he’s still concerned about execution risk and questions where…

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