Winner Take All


A Podcast by Applico


Why Faire is Still my #1 B2B Marketplace Pick πŸ›‹οΈ

Faire, a B2B marketplace for retailers to purchase wholesale products, has announced a $400 million Series G round at a valuation of $12.4 billion. Alex discusses why Applico ranked Faire #1 in its Top 50 B2B Marketplaces list and explains…

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Delivery Platforms: DoorDash Buys Wolt for $8.1B. They Should Buy This Next! πŸš— (NYSE: DASH)

DoorDash, the top food delivery platform in the United States, has announced they will acquire the European delivery app Wolt for $8.1 billion. Alex looks at the market share DoorDash will gain via this acquisition and discusses DoorDash’s continuously growing…

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Find Local American Made Products Online πŸ‡ΊπŸ‡Έ – Cultivate CEO Harsh Khurana

Check out Cultivate at the links below: Chrome: www.wecultivate.us/get/extension/chrome?campaignId=WTA Firefox: www.wecultivate.us/get/extension/firefox?campaignId=WTA Safari: www.wecultivate.us/get/extension/safari?campaignId=WTA Harsh Khurana, the CEO of Cultivate, a browser extension and shopping app with a mission to help businesses that are manufacturing goods locally, joins Alex on the…

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Blatant Insider Trading in China?! – U.S. Listed Companies – $COE $GOTU $BABA $VIPS + More

Alex details a recent Financial Times articles looking at insider sales at U.S. listed Chinese tech companies. He highlight’s the asymmetry in disclosure rules between U.S. based and foreign companies and breaks down the big red flags that the Financial…

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Google Fined $2.8 Billion for EU Antitrust Violations

The European Union has ruled against Google’s effort to appeal a $2.8 billion fine for giving preferential treatment to it’s own shopping app. Alex discusses this ruling by the Luxembourg-based General Court and explains why he sees this as a…

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Is Last Mile Delivery Key for Autonomous Vehicles Going Mainstream?

Alex looks at Nuro, an autonomous delivery startup, and its recent raise of $600 million which included investment from Google Cloud. He goes on to describe why he sees last mile delivery as a key for unlocking the commercial autonomous…

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This is What Peloton is Missing

Peloton Interactive Inc., a fitness company known for its tech enabled exercise bikes, saw share prices plummet 34% after slashing its revenue outlook by as much as $1 billion. Alex discusses why he’s continued to be bearish on the lauded…

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B2B Distributors Need To Stop Disruptors From Stealing Data!

Alex discusses how disruptive startups in the B2B industry have taken product data from distributors and used it against them. He explains how the lack of autonomy around innovation at incumbent distributors can cause them to miss out on new…

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Zillow Loses $1B+ Trying to Flip Houses! 🏚️ $ZG

Zillow has announced that it will be shutting down its iBuying program Zillow Offers. Zillow Offers would allow sellers to receive free, no-obligation cash offers on homes and sell confidently to Zillow. Alex breaks down the origins of iBuying and…

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Are Grain Trading Marketplaces Dead? – Bushel Acquires GrainBridge

Alex looks at a recent article from GrainBridge CEO Mark Johnson proclaiming that marketplace platforms for agricultural grain trading are dead. Applico recently ranked two grain trading platforms, Farmer’s Business Network (FBN) and Indigo Ag, as top B2B platforms. Moazed…

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Business Model Innovation Needed! – Rent The Runway IPO

Rent The Runway, a linear fashion rental startup, went public on October 27th hitting a valuation of over $1.7 billion as it sold shares at the top of its $18 and $21 range. Alex discusses the stock surging above $23…

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This is How Retailers + Marketplaces Should Partner!

Alex discusses the limited activity seen from traditional retailers as marketplace platforms have continued to grow and become mainstream. He highlights a recent example of retailer JCPenny partnering with Landing International, a little known B2B cosmetics products marketplace that allows…

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