Winner Take All


A Podcast by Applico


Antitrust: Everyone is Suing Big Tech!

Alex digs into multiple new antitrust lawsuits targeting big tech including a suit from over 30 states against Google, an antitrust agenda from House Republicans, and president Trump’s highly scrutinized collection of class action lawsuits targeting various social media platforms….

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Delivering Blood w/ Drones! ๐Ÿš๐Ÿฉธ A Look at Zipline

Alex looks at Zipline, an autonomous American medical product delivery startup currently using drones to deliver blood to hospitals in Africa. Zipline recently raised a $250 million series E at a valuation of $2.75 billion. This is an excerpt from…

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Twitter Blue: Delusional about Subscription Revenue Numbers

Twitter announced in early June they would be launching a new subscription service, Twitter Blue, that will allow users to make folders for bookmarks, undo tweets, and access a reader mode. Alex discusses this new offering from the popular social…

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Online Grocery๐Ÿฅ•: Can Instacart Make $1B/Year on Ads? – w/ Tri Tran

๏ปฟ Applico CTO and former Munchery CEO, Tri Tran, joins the show to discuss Instacart’s playbook to build a $1 billion ad business and what this revenue stream could mean for the delivery platform’s highly anticipated IPO. Tran discusses how…

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Online Grocery: Instacart Gets New CEO as IPO Approaches๐Ÿฅ•

Instacart has announced that founder and CEO Apoorva Mehta will be stepping down and Fidji Simo, previously vice president and head of the Facebook app, will be taking over as leader of the grocery delivery platform last valued at $39…

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Xometry $3B IPO โš™๏ธ: Great Platform, Expensive Stock!

Xometry, an on-demand industrial parts marketplace, had its public debut on the NASDAQ June 29th. Alex looks at Xometry’s public and private financials highlighting revenue, GMV, and historic valuations of the platform company. While he thinks the business has strong…

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Why ClassPass is Failing and Gympass is Raising ๐Ÿ’ช

Gympass, a unicorn startup operating a corporate wellbeing platform, recently announced its $220M series E funding. Gympass started as a competitor to another fitness focused platform, ClassPass, before shifting to a B2B model aimed at partnering with employers. Alex compares…

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I Can’t Believe Amazon is Getting Away w/ This!

Alex looks at a recent Wall Street Journal Article detailing how Amazon requests stock warrants from its suppliers, with some agreements even going as far as to secure the big tech company its own board seats. Moazed breaks down why…

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Shopify Strengthens Platform by Eliminating Developer Fees on First $1mm!

While Shopify’s core eCommerce tool set offering does not fit the definition of a platform business, the company recently announced big changes to a part of its business that does fit the platform model, the eCommerce App Marketplace AKA the…

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Will The DiDi IPO Spark a Decoupling Between Chinese and U.S. Markets? ๐Ÿ‡บ๐Ÿ‡ธ๐Ÿ“ˆ๐Ÿ‡จ๐Ÿ‡ณ๐Ÿ“‰

Didi Chuxing, a Chinese vehicle for hire company headquartered in Beijing, has come under scrutiny after Chinese regulators removed teh DiDi app from app stores shortly after the company’s debut on the New York Stock Exchange. Alex discusses the platform…

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Etsy’s $1.6 Billion Depop Acquisition to Capture Gen-Z Secondhand Market ๐Ÿ‘•

Etsy has announced a $1.625 billion deal to acquire London-based resale site Depop. Alex looks at the deal’s multiples (including Depop’s GMV numbers) and discusses the competitive landscape between companies like Etsy, Vinted, StockX, and eBay. This is an excerpt…

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Builders FirstSource Acquires Paradigm in $450mm Tech Deal ๐Ÿ—๏ธ

Builders FirstSource Inc., a Fortune 500 manufacturer and supplier of building materials, has announced it will acquire software company WTS Paradigm LLC. Alex discusses the $450 million deal and details how this tech acquisition differs from previous M&A activity by…

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