Winner Take All


A Podcast by Applico


WisdomTree CFA Kara Marciscano Discusses PLAT ETF Enhancements

WisdomTree CFA Kara Marciscano joins the show to discuss WisdomTree’s Growth Leaders Fund, a fund that seeks to track the investment results of high growth, mid and large-cap companies leveraging platform-based business models. Alex and Kara discuss some recent enhancements…

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Why I Don’t Like a Microsoft + TikTok Deal!

Reports have come out that Microsoft is interested in acquiring TikTok’s business in the U.S., Canada, Australia and New Zealand. Alex breaks down the risks he sees with a potential deal between Microsoft and TikTok (which would include transfer all…

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Online Speech πŸ’¬: Why Tech Monopolies Need to Moderate Differently

Alex discusses why the censoring and moderation of content specifically on monopoly platforms needs to be approached differently than on their smaller platform counterparts. He also takes a look at statistics in the EU’s fifth evaluation on the Code of…

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Importance of Supply Side Protections on Platforms

Alex discusses the failings of GDPR and breaks down why platform specific regulation and supply side protections are of the utmost importance for the future of platforms. This is an excerpt from a Winner Take All livestream. Watch the full…

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U.S. Antitrust Regulators Can Guarantee a Win against Big Tech

Alex breaks down the approach he thinks regulators in congress should take that would guarantee a antitrust win against tech monopolies. When you consider the flow of money on platforms, the platform producers, not the end consumer, are the true…

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Restaurant Closures: Yelp Data Indicates Restaurant Extinction β˜„πŸŒ‹

Data from Yelp’s latest Local Economic Impact Report indicates that the percentage of permanent to temporary business closures is rising, with permanent closures now accounting for 55% of all closed businesses since March 1. Alex looks at the report, discusses…

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Uber Acquires Routematch: Public Transit the Next Frontier for Uber? 🚎

Uber has announced they will be acquiring Routematch, an industry-leading software provider serving more than 500 transit agency partners in urban, suburban, and rural communities around the world. Alex discusses the acquisition and compares Uber’s continued innovation with Lyft’s stagnant…

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StockX BusinessπŸ‘Ÿ: Sneaker Marketplace Reports Biggest Months in History!

StockX has released the “StockX Snapshot”, a report detailing the platform’s extraordinary growth over the past six months. Alex looks through the report and discusses what appears to be an uptick in luxury goods marketplace platform activity during the ongoing…

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Livestream Shopping Sees Boom in China πŸ›

As brick and mortar retail feel the effects of the COVID-19 downturn, retailers in China have turned to livestreaming to sell products and recover revenue lost due to lack of foot traffic. Alex looks into the trend and discusses how…

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Microsoft Stock: MSFT Dips After Q4 2020 Earnings Report?!

Microsoft released better-than-expected growth numbers as part of their Q4 2020 earnings report but the stock saw dips as much as 3% after forecasting lower than expected growth for the upcoming quarter. Alex looks at why Microsoft went down despite…

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SiriusXM Acquires Stitcher Podcast Platform 🎧

SiriusXM has announced they be acquiring Stitcher, a media company that specializes in the creation, distribution, and monetization of podcasts, for $325 million. Alex discusses the acquisition and breaks down how this was a great move by E.W. Scripps, who…

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TikTok Ban: Will ByteDance Sell TikTok?! πŸ“±

A ByteDance investor has leaked news that has TikTok plans to focus growth in China and possibly sell hot button U.S. social video app TikTok. Alex discusses some of the reasons why he thinks selling TikTok is the only way…

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