Winner Take All
A Podcast by Applico
TikTok’s Links to China Continue to Grow 👀
Alex looks at an article from the information that showcasing TikTok’s growing links to China despite the company’s supposed efforts to decouple the international TikTok product from domestic operations and offerings in China. In some cases Chinese job postings at…
Private Equity is Snatching Up All the Growth Stage VC Deals!
Alex looks at a recent report from Pitch Book that details how Private Equity has been investing into a heightened number of startup deals. This increased competition for deals has pushed venture capital firms into earlier stage deals than typical….
A Look at Walmart’s $16B Investment in India / Flipkart 🇮🇳
Alex and Nick discuss news that Flipkart, an Indian e-commerce company majority owned by Walmart, has been valued at $37.6 billion after its latest fundraise. They go over the timeline of Walmart’s initial investment, how Flipkart fits into Walmart’s strategy…
Why Hedge Funds Are Taking Their Money Out of China 🇨🇳📉
Alex looks at data from Bloomberg that shows how Hedge Funds have slashed exposure to stocks with links to China. Moazed explains how unpredictable regulation and opaque ownership structures have pushed China linked stocks past the risk appetites of investors…
Bringing Manufacturing Back to the U.S. – Xometry CEO Randy Altschuler
Alex discusses a resurgence in American manufacturing with Xometry CEO Randy Altschuler. They highlight how Xometry’s platform was able to alleviate supply chain issues during the peak of the COVID pandemic and the overall sentiment towards the manufacturing industry in…
Uber Freight’s $2.25B Logistics Management Acquisition of Transplace 🚚
Uber has announced an acquisition of transportation management software and logistics management outsourcing company Transplace for $2.25 billion. Alex breaks down how Transplace fits into the current freight and logistics supply chain and explains how Uber Freight can utilize Transplace’s…
Coinbase Stock: Can They Compete as Crypto Goes Mainstream?
As cryptocurrency markets continue to grow we’ve seen more financial service providers start to offer crypto trading to their customer bases. Alex touches on Coinbase’s extremely active corporate venture capital arm and discusses how its main crypto exchange business could…
Can YouTube Gaming Make Mixer’s Business Strategy Work? 🎮
YouTube Gaming, a vertical within YouTube for live streamers in the gaming space, has made news as of late signing multiple big name streamers to exclusive deals. Alex discusses YouTube Gaming’s platform strategy and compares it to Microsoft’s now failed…
Vetcove: a B2B Platform Juggernaut That’s Off Everyone’s Radar 🐕🐈💊
Alex takes a look at Vetcove, a veterinary purchasing software startup that helps clinics order smarter and easier from the suppliers they already use. He details the lawsuit that Chewy has filed against Vetcove, claiming that its software deceptively convinces…
Reddit IPO: The Big Potential Problem w/ Reddit Going Public 📈
News has come out that Reddit, a popular online communication forum, is in talks with advisors to move forward with an initial public offering that would value the platform at around a $15 billion. Alex details Reddit’s miraculous valuation growth…
Why Zoom Can’t Deliver The Growth Investors Want – $ZM Q2 2021
Zoom Video Communications inc. saw a huge surge in stock price during the early days of the COVID pandemic but as of late, the stock has fallen and management has set underwhelming growth expectations in Zoom’s Q2 2021 earnings report….
Why Product Data is Key for B2B Marketplace Platforms w/ Alex Moazed, Tri Tran, and Nick Johnson
Alex Moazed, Nick Johnson, and Tri Tran detail B2B examples that showcase the importance of product data for entrants looking to gain market share in the platform future of B2B industries. The trio analyze multiple up and coming B2B marketplaces…