Winner Take All
A Podcast by Applico
Why is Amazon Buying One Medical? π¨ββοΈπ©ββοΈπ
Amazon has announced they will be acquire One Medical for $3.9 billion. One Medical is a technology-powered national primary care organization on a mission to make quality care more affordable, accessible, and enjoyable through a seamless combination of in-person, digital,…
Does Twitter has a History of Lying About Users and Growth?
We look back on Twitter’s previous shareholder lawsuit in which the social platform paid a $809.5 million settlement for overly optimistic user growth statements that misled investors. Are there similarities between this previous suit and Twitter’s alleged refusal to share…
Big Tech CEOs Will Be the Difference Maker During Downturn – Bloomberg TV w/ Applico CEO Alex Moazed
Applico CEO Alex Moazed joins Bloomberg TV’s Daybreak: Australia to discuss big tech earnings for Q2 2022. In this clip we look at who is positioned strongest among the tech monopolies, how much leadership will matter going into a potential…
Is Amazon’s B2B Business Falling Behind? | 2022 Amazon Business B2B Data
We’ve been closely tracking Amazon’s B2B venture, Amazon Business, as the tech monopoly looks to dominate the B2B industry similar to how it took over B2C eCommerce. Marketplaces are the fastest growing segment in digital B2B and we’ve seen a…
Is The 2022 Downturn a Golden Opportunity For M&A?
ο»Ώ As startup valuations continue to come down, is now the time for strategic investors to look at bringing their scale to the bargaining table and partnering with or acquiring new digital businesses? Over the next couple years, I think…
Were Amazon Aggregators a Good Idea? | Thrasio, Berlin Brands Group, Razor Group, Perch, Heyday
Thrasio, an Amazon aggregator that has raised $3.4 billion, announced they will be naming a new CEO and laying off staff. Thrasio has been on a spending spree the last few years acquiring third party seller’s Amazon businesses. While Thrasio…
Did Grubhub Sign a Good Deal With Amazon? π€ | Free GrubHub Plus For Prime Members
Amazon has announced that Prime members will now receive free access to a year of delivery platform GrubHub’s premium tier, GrubHub Plus. Through this deal, Amazon has options to acquire a 2% stake in GrubHub and can increase that stake…
Why Livestream Shopping Isn’t Working in the U.S. ποΈ
Livestream shopping represents 15% of the eCommerce market in China, representing over $400 billion in sales. Yet in the United States and Europe, this seemingly red hot channel has struggled to capture consumer’s interests. We’re seeing some big tech players…
Why Elon Will Still Buy Twitter in the End! | Twitter Musk $44 Billion Deal Canceled?
Elon’s lawyers have cancelled the Twitter deal claiming that Twitter management refused to provide accurate data on Twitter’s mDAU (monetizable daily active usage or users). Twitter is now planning to sue Musk and force the $44 billion dollar Twitter deal…
TikTok U.S. Data Accessed by China π¨π³ | TikTok Tapes Leak
BuzzFeed News has released an exposΓ© highlighting the alarming extent to which China has access to U.S. TikTok user data. Journalists found that recordings of internal calls “contain 14 statements from nine different TikTok employees indicating that engineers in China…
Should Startups Sell Now Before Valuations Drop More? | VC Fund Returns Plummet π
Q1 2022 data shows a sharp decline in the value of early stage investments held by venture capital firms, private equity, and private debt. As we’ve spoke about before, there’s a lot of lag in how this data is reported…
Why Pinterest Needed a New CEO π | Ben Silbermann Steps Down
Pinterest has announced that CEO and Co-Founder Ben Silbermann will be stepping down from his position. Silbermann has long struggled to monetize the social media platform and will be replaced by former head of Google’s commerce business, Bill Ready. We’ve…