Winner Take All


A Podcast by Applico


Grocery Delivery: Instacart Raising Additional Funding as Platform Expands

Online grocery delivery platform Instacart has hit profitability for the first time after a surge in demand linked to shelter-in-place orders. Alex discusses rumors that Instacart is looking to raise funds at a new 50%+ valuation and describes how he…

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Walmart eCommerce: Walmart.com Growing Faster Than Amazon and eBay?!

Walmart has seen a 55% surge in web traffic catapulting their eCommerce growth numbers past competitors like Amazon and eBay. Alex discusses Walmart’s continued wins in eCommerce and highlight’s them as a great example of how incumbents can compete with…

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Online Grocery Business: What are Dark Stores?

Reports have come out that Amazon is closing some Whole Foods locations to walk-in customers and shifting operation to a “dark store” model used exclusively for online grocery order fulfillment. Alex discusses the “dark store” model and how this fits…

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Viewer Questions May 2020 🙋‍♂️❓

Alex answers questions from Winner Take All viewers about Waymo’s outside funding and what investors can do when an investment is illiquid. Have a question for Alex? Leave a comment on any WTA video! This is an excerpt from episode…

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Startup Landscape: FoodTech Marketplaces and Saas

Download Applico’s FoodTech Startup Landscape here: hacks.applicoinc.com/post/218 In the U.S. alone, the foodservice distribution industry generated $280 billions in sales in 2017 and is projected to grow to $334 billions by 2023. Yet it is highly fragmented with over 16,500…

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Head of Disney Plus Streaming Leaves to Become TikTok CEO

News has broken that Kevin Mayer, head of streaming at Disney, has resigned and will become CEO of social video app TikTok and COO of ByteDance, one of the most valuable unicorns in the world. Alex talks about Disney passing…

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Freight Logistics: Uber Freight Winding Down as Amazon Truckload Service Ramps Up🚚

Amazon has announced an expansion of their freight brokerage service while Uber has initiated a second round of layoffs and is ‘re-evaluating’ non-core units like freight. Alex gives an overview of the current industry landscape and explains how he would…

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How B2B Distributors Can Provide eCommerce Capabilities That Build a Marketplace

There’s been a large spike in eCommerce traffic as social distancing and lock downs impact consumer behavior. Distributors who did not previously invest in eCommerce technology are now scrambling to adapt to these new customer buying patterns. Alex explains how…

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B2B Buyouts: Immediate Short-Term Marketplace Benefits for B2B Distributors

As Amazon’s B2B marketplace initiative Amazon Business continues to grow, it’s apparent that traditional B2B distributors will need to embrace the marketplace platform model to remain competitive. Alex details how investing in a marketplace startup can deliver immediate short-term impact…

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Download Our 2020 Amazon Business White Paper! 📃

Download Applico’s 2020 Amazon Business White Paper here: hacks.applicoinc.com/post/81 Amazon Business continues on its path to dominate B2B distribution, the country’s largest industry. Incumbents need to act quickly to enable a future where vertical-specific B2B marketplaces can successfully compete against…

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Venture Funding: May 2020 State of the Market & Notable Deals Report Downlaod

Download Applico’s State of the Market & Notable Deals Report here: hacks.applicoinc.com/post/129 Venture capital funding has declined in 2020 by almost 50% fewer deals closing year-to-date compared to last. Reports from VC’s that LP’s are second guessing new capital commitments…

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CMU Corporate Startup Lab Director Sean Ammirati Interview

Co-Founder & Director of the Carnegie Mellon University Corporate Startup Lab and host of the Agile Giants podcast, Sean Ammirati, joins the show to discuss transformative innovation within large enterprises. Sean details his introduction to corporate entrepreneurial activities, some of…

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