Winner Take All Podcast

I talk with Christopher Bedford, a founding partner at RightForge, about building a new internet infrastructure company in the shadow of big tech. RightForge is an internet infrastructure provider that claims to be a first of its kind company operating infrastructure while being committed to American ideals online. RightForge is positioning themselves to be a key player for enabling independent free speech platforms to operate outside the gargantuan grasp of big tech providers like Amazon (operator of AWS). With many questions being raised around what constitutes free speech online and when platforms should or shouldn't be allowed to take action against users, RightForge seems positioned well for users who lean towards wanting a more open internet and are concerned about being deplatformed at the infrastructure level. I chatted with Chris about his experiences building a new internet infrastructure provider in an already mature and established industry, what inspired him and his partners to found the company, and the American ideals he sees as a guide to how RightForge should operate and find its niche. I think an overall theme here is looking at why independent platforms may be the future and why RightForge is needed the facilitate new tech entrants build around free speech and American ideals. See more 👀 of our interviews with founders, economists, scholars, and business mavens on this playlist: https://www.youtube.com/playlist?list=PL_K104J9GHJaQENCpllXso5Rf-t-Uc_x5 00:00 - Subscribe and Fight Big Tech 00:23 - What is RightForge and why was the company founded? 03:41 - What clients are using RightForge today? 05:55 - Why are alternatives to big tech needed? 11:16 - Who would've thought you could start a infrastructure company in 2022! 16:15 - Has big tech lost control? 20:08 - What challenges come with building a company that doesn't falter on American ideals? 24:57 - The market for RightForge 28:32 - Will this come back to bite big tech? 30:26 - Closing thoughts Originally Aired: 02/21/22 #independentplatforms #platformbuilding #freespeechplatforms — 📚 Grab a copy of the Amazon Best Seller Modern Monopolies: https://amzn.com/B017RC8CBC ❓ Are you part of a large enterprise interested in spinning out a platform business? Connect with us here: https://resources.applicoinc.com/wta-contact/ 🎧 Listen to an audio version of the WTA Podcast here: https://anchor.fm/winnertakeall At Applico, we identify untapped, intrinsic assets that give existing enterprises an enormous advantage to spin-out new tech companies. WisdomTree licensed Applico's Platform Insights Data Product to aid in the creation of the PLAT ETF.

Applico CEO Alex Moazed breaks down platform and platform adjacent companies that are expected to go public in 2022. These companies span multiple spaces and industries including B2B, fintech/payments, food, delivery, eCommerce, buy now pay later, social media, content, and more. Moazed looks at various fundraising by these platforms, current valuations, and gives his thoughts on market fit and IPO timing as he runs down his 2022 IPO list. 00:00 - Subscribe and Follow the Fight Against Big Tech 00:15 - Instacart IPO 01:07 - FlipKart IPO 01:49 - Gopuff IPO 05:49 - Stripe IPO 08:18 - Plaid IPO 09:50 - Klarna IPO 11:56 - Reddit IPO 12:40 - Discord IPO 13:44 - OnlyFans IPO 14:49 - Patreon IPO 15:18 - Turo IPO 16:40 - Farmer's Business Network IPO 18:47 - Houzz IPO 20:51 - Quora IPO Originally Aired: 01/07/22 #2022IPO #IPO #StockMarket — 📚 Grab a copy of the Amazon Best Seller Modern Monopolies: https://amzn.com/B017RC8CBC ❓ Are you part of a large enterprise interested in spinning out a platform business? Connect with us here: https://resources.applicoinc.com/wta-contact/ 🎧 Listen to an audio version of the WTA Podcast here: https://anchor.fm/winnertakeall At Applico, we identify untapped, intrinsic assets that give existing enterprises an enormous advantage to spin-out new tech companies. WisdomTree licensed Applico's Platform Insights Data Product to aid in the creation of the PLAT ETF.

Alex sits down with Randy Altschuler, the CEO and co-founder of Xometry. Xometry is a publicly traded on-demand industrial parts marketplace based in Derwood, Maryland. Xometry's platform connects customers like BMW, NASA, Bosch, Dell and General Electric with contract manufacturers, which are often small domestic machine shops. The two discuss the founding of Xometry, contraction of manufacturing in the United States, and how the team at Xometry plans to scale the platform with its growing customers. 00:00 - Subscribe for Tech & Business News Daily 00:41 - Founding Xometry 02:52 - Using AI to Price Custom Products 06:21 - Xometry GMV vs Revenue 07:51 - Xometry's $260 Billion Market 10:17 - Approach to Corporate Development 12:04 - Growth of 3D Printing 14:14 - How Xometry is Solving the Chicken and Egg Problem 16:01 - Solving Supply Chain Issues During COVID 19:24 - International Supply Chain Complications 22:52 - Xometry Impact Fund Initiatives 24:42 - What Will It Take to Bring Manfufacturing Back to the U.S.? 31:52 - Large Scale Production on Xometry 34:52 - Supporting Small U.S. Manufacturers 36:46 - Closing Remarks Originally Aired: 08/27/21 #Xometry #XMTR #Manufacturing — 📚 Grab a copy of the Amazon Best Seller Modern Monopolies: https://amzn.com/B017RC8CBC ❓ Are you part of a large enterprise interested in spinning out a platform business? Connect with us here: https://resources.applicoinc.com/wta-contact/ 🎧 Listen to an audio version of the WTA Podcast here: https://anchor.fm/winnertakeall At Applico, we identify untapped, intrinsic assets that give existing enterprises an enormous advantage to spin-out new tech companies. WisdomTree licensed Applico's Platform Insights Data Product to aid in the creation of the PLAT ETF.

Eugene Volokh is founder and coauthor of The Volokh Conspiracy, a leading legal blog. His law review articles have been cited by opinions in eight Supreme Court cases and several hundred court opinions in total, as well as several thousand scholarly articles. Eugene sits down with Alex and Nick to discuss his recent article in the Journal of Free Speech Law that looks at the pros and cons that could occur if the U.S. were to treat social media platforms as common carriers. Companies distinguished as common carriers are generally required to provide service to the public without discrimination. 📗 READ 📗 SOCIAL MEDIA PLATFORMS AS COMMON CARRIERS?: https://www2.law.ucla.edu/volokh/carrier.pdf Originally Aired: 08/12/21 #FreeSpeech #Interview #Podcast — 📚 Grab a copy of the Amazon Best Seller Modern Monopolies: https://amzn.com/B017RC8CBC ❓ Are you part of a large enterprise interested in spinning out a platform business? Connect with us here: https://resources.applicoinc.com/wta-contact/ 🎧 Listen to an audio version of the WTA Podcast here: https://anchor.fm/winnertakeall At Applico, we identify untapped, intrinsic assets that give existing enterprises an enormous advantage to spin-out new tech companies. WisdomTree licensed Applico's Platform Insights Data Product to aid in the creation of the PLAT ETF.

Mike Matthys is co-founder of the 1st & 14th Institute, a non-partisan champion for free speech, free press, and due process. Matthys joins Alex on Winner Take All for a discussion on the current landscape of online speech and what can be done to prevent censorship by big tech arbiters like Facebook, Twitter, and Amazon. The two discuss the 1st & 14th Institute's formation, past projects, and planned future initiatives to ascertain a free and fair internet where all voices are heard and decisions have the benefit of all views. Learn more at https://www.firstandfourteenth.com/ Originally Aired: 08/09/21 #FreeSpeech #Censorship #OnlineSpeech — 📚 Grab a copy of the Amazon Best Seller Modern Monopolies: https://amzn.com/B017RC8CBC ❓ Are you part of a large enterprise interested in spinning out a platform business? Connect with us here: https://resources.applicoinc.com/wta-contact/ 🎧 Listen to an audio version of the WTA Podcast here: https://anchor.fm/winnertakeall At Applico, we identify untapped, intrinsic assets that give existing enterprises an enormous advantage to spin-out new tech companies. WisdomTree licensed Applico's Platform Insights Data Product to aid in the creation of the PLAT ETF.

Tiny Capital Co-founder Andrew Wilkinson calls into the show to discuss his approach to buying wonderful internet business, taking WeCommerce Holdings public on the Toronto Stock Exchange, and what he thinks the future could be for crypto and NFTs. Andrew is Co-founder of Tiny, a technology holding company using a simple one-month acquisition process, then leaving the companies alone to do their thing. Home to companies like Dribble, Flow, Creative Market, and Unicorn Hunt. 00:00 - Subscribe for Tech & Business News Daily 00:58 - Bringing WeCommerce Public 06:06 - RTOs and SPACs 09:03 - Quick Deal Making Process 11:25 - Losing $10 Million vs Asana 17:34 - Profitable and Sustainable Tech Businesses 20:39 - Staying Under the Radar 21:49 - Meeting w/ Dustin Moskovitz 24:51 - Evaluating Potential Acquisitions 26:39 - Crypto Aligning Users and Owners 30:23 - Would You Issues a Dribbble Coin? 33:11 - Altcoins vs Marketable Securities 37:51 - Crypto, a Feature or a Product? 38:59 - BitClout 41:09 - What's Interesting About NFTs 42:19 - Impossible to Regulate? 43:42 - Next Trends Andrew is Watching 45:36 - Closing Remarks Originally Aired: 05/18/21 #VentureCapital #eCommerce #Investments — 📚 Grab a copy of the Amazon Best Seller Modern Monopolies: https://amzn.com/B017RC8CBC ❓ Are you part of a large enterprise interested in spinning out a platform business? Connect with us here: https://resources.applicoinc.com/wta-contact/ 🎧 Listen to an audio version of the WTA Podcast here: https://anchor.fm/winnertakeall At Applico, we identify untapped, intrinsic assets that give existing enterprises an enormous advantage to spin-out new tech companies. WisdomTree licensed Applico's Platform Insights Data Product to aid in the creation of the PLAT ETF.

Modern Monopolies Co-Author and Applico Prinicpal Nick Johnson joins the show with Alex to look at the history of Platform M&A deals, breaking down whether or not we see tech monopolies still taking the build from scratch approach. Additionally, Johnson and Moazed dig into how they characterize platform business model revenue, a key metric for determining inclusion in WisdomTree's platform business focused ETF, the WisdomTree Growth Leaders Fund ($PLAT). Originally Aired: 03/12/21 #Platform #PlatformBusiness #Tech — 📚 Grab a copy of the Amazon Best Seller Modern Monopolies: https://amzn.com/B017RC8CBC ❓ Are you part of a large enterprise interested in spinning out a platform business? Connect with us here: https://resources.applicoinc.com/wta-contact/ 🎧 Listen to an audio version of the WTA Podcast here: https://anchor.fm/winnertakeall At Applico, we identify untapped, intrinsic assets that give existing enterprises an enormous advantage to spin-out new tech companies. WisdomTree licensed Applico's Platform Insights Data Product to aid in the creation of the PLAT ETF.

Grab a copy of Mike's new book "Never Enough" here: https://celadonbooks.com/book/never-enough/ Alex sits down with former Commanding Officer of SEAL Team TWO and current Chief Digital Transformation Officer at VMware, Mike Hayes. As Commanding Officer of SEAL Team TWO, Mike led a two thousand–person Special Operations Task Force in Southeastern Afghanistan. He has been held at gunpoint and threatened with execution. He’s jumped out of a building rigged to explode, helped amputate a teammate’s leg, and made countless split-second life-and-death decisions. In addition to a twenty-year career as a SEAL, Mike was a White House Fellow, served two years as Director of Defense Policy and Strategy at the National Security Council, and has worked directly with both Presidents George W. Bush and Barack Obama. In his new book Never Enough, Mike Hayes helps readers apply high-stakes lessons about excellence, agility, and meaning across their personal and professional lives. Originally Aired: 03/09/21 #NavySEAL #Leadership #NeverEnough — 📚 Grab a copy of the Amazon Best Seller Modern Monopolies: https://amzn.com/B017RC8CBC ❓ Are you part of a large enterprise interested in spinning out a platform business? Connect with us here: https://resources.applicoinc.com/wta-contact/ 🎧 Listen to an audio version of the WTA Podcast here: https://anchor.fm/winnertakeall At Applico, we identify untapped, intrinsic assets that give existing enterprises an enormous advantage to spin-out new tech companies. WisdomTree licensed Applico's Platform Insights Data Product to aid in the creation of the PLAT ETF.

Alex starts the show by digging into some new statistics on live streaming giant Twitch. He talks about new Amazon CEO Andy Jassy's role in acquiring the platform and explains why Twitch is a clear winner in the streaming space. Next, a look at Elon Musk buying $1.5 billion worth of bitcoin! Is this a risky and irresponsible business move for Tesla or a genius alternative investment? The second half of the show covers the business of content moderation and looks into a Chinese SDK that new unicorn startup Clubhouse is built on. Originally Aired: 02/11/21 #Twitch #ContentModeration #Clubhouse — 📚 Grab a copy of the Amazon Best Seller Modern Monopolies: https://amzn.com/B017RC8CBC ❓ Are you part of a large enterprise interested in spinning out a platform business? Connect with us here: https://resources.applicoinc.com/wta-contact/ 🎧 Listen to an audio version of the WTA Podcast here: https://anchor.fm/winnertakeall At Applico, we identify untapped, intrinsic assets that give existing enterprises an enormous advantage to spin-out new tech companies. WisdomTree licensed Applico's Platform Insights Data Product to aid in the creation of the PLAT ETF.

Serial entrepreneur Peter Saddington joins us on Winner Take All to discuss the current bitcoin bull market, his new IoT project Emrit, and content platform censorship. Peter created a $10M venture capital fund to invest in blockchain and IoT, has founded 4 startups, and authored multiple books on Scrum, Agile, and Personal Branding. Peter has had multiple large channels censored by YouTube and discusses with Applico CEO Alex Moazed how he sees free speech being suppressed on content platforms. Saddington also lists some of his favorite alt coins for 2021, shares what impacts he thinks decentralized finance can have on the the planet, and recounts buying the first bitcoin Lamborghini for $115. Check out Peter’s project Emrit at https://emrit.io/ Originally Aired: 02/17/21 #Entrepreneur #BitcoinVC #HARDWAREDROP — 📚 Grab a copy of the Amazon Best Seller Modern Monopolies: https://amzn.com/B017RC8CBC ❓ Are you part of a large enterprise interested in spinning out a platform business? Connect with us here: https://resources.applicoinc.com/wta-contact/ 🎧 Listen to an audio version of the WTA Podcast here: https://anchor.fm/winnertakeall At Applico, we identify untapped, intrinsic assets that give existing enterprises an enormous advantage to spin-out new tech companies. WisdomTree licensed Applico's Platform Insights Data Product to aid in the creation of the PLAT ETF.

The show kicks off with a look into the DOJ canceling Visa's $5.3 billion deal to acquire fintech giant Plaid. Next, Alex details Instacart layoffs that included a group of employees who voted to unionize and Google's threat to leave Australia after proposed link tax legislation on news articles. Also covered, Twitter banning a Chinese embassy account, Clubhouse reaching a $1 billion unicorn valuation, and eCommerce legend Marc Lore leaving Walmart. 00:00 - Subscribe for Tech & Business News Daily 00:13 - Plaid Visa Deal Blocked! 💳 05:15 - Instacart Union 09:32 - Google vs Australia 🇦🇺 17:23 - Twitter Locks Out Chinese Embassy 25:06 - Clubhouse Unicorn Status 🦄 29:36 - Marc Lore Leaving Walmart Originally Aired: 01/26/21 #Plaid #Instacart #Clubhouse — 📚 Grab a copy of the Amazon Best Seller Modern Monopolies: https://amzn.com/B017RC8CBC ❓ Are you part of a large enterprise interested in spinning out a platform business? Connect with us here: https://resources.applicoinc.com/wta-contact/ 🎧 Listen to an audio version of the WTA Podcast here: https://anchor.fm/winnertakeall At Applico, we identify untapped, intrinsic assets that give existing enterprises an enormous advantage to spin-out new tech companies. WisdomTree licensed Applico's Platform Insights Data Product to aid in the creation of the PLAT ETF.

Alex opens the show looking at the retail investor uprising sparked by members of Reddit forum WallStreetBets. He discusses GameStop stock's meteoric 1600% increase and what he thinks are illegal acts of censorship from stock brokerages like Robinhood and platform including Reddit and Discord. Next, coverage of Twitter buying newsletter company Revue. The show closes with a look at supply relations between the U.S. and China. 00:00 - Subscribe for Tech & Business News Daily 00:18 - GameStop 18:19 - Twitter Buys Revue 22:52 - China U.S. Supply Relations Originally Aired: 01/28/21 #WallStreetBets #Trade #Revue — 📚 Grab a copy of the Amazon Best Seller Modern Monopolies: https://amzn.com/B017RC8CBC ❓ Are you part of a large enterprise interested in spinning out a platform business? Connect with us here: https://resources.applicoinc.com/wta-contact/ 🎧 Listen to an audio version of the WTA Podcast here: https://anchor.fm/winnertakeall At Applico, we identify untapped, intrinsic assets that give existing enterprises an enormous advantage to spin-out new tech companies. WisdomTree licensed Applico's Platform Insights Data Product to aid in the creation of the PLAT ETF.

The show kicks off with a look at dating platform Bumble filing for IPO. Alex looks at Bumble's S-1 and compares the Blackstone owned dating app with its biggest competitor, IAC/Match Group owned Tinder. Next, Alex breaks down if he's still bullish on Roblox now that its valuation has ballooned from $8 billion to almost $30 billion. The second half of the episode covers data on the number of new Amazon sellers from China and looks at how tech monopolies may be using moderation and censorship as a competitive moat. 00:00 - Subscribe for Tech & Business News Daily 01:03 - Bumble IPO 14:09 - Roblox Updated Valuation 24:38 - Chinese Amazon Sellers 27:43 - Cost of Censorship Originally Aired: 01/22/21 #BumbleIPO #RobloxIPO #OnlineCensorship — 📚 Grab a copy of the Amazon Best Seller Modern Monopolies: https://amzn.com/B017RC8CBC ❓ Are you part of a large enterprise interested in spinning out a platform business? Connect with us here: https://resources.applicoinc.com/wta-contact/ 🎧 Listen to an audio version of the WTA Podcast here: https://anchor.fm/winnertakeall At Applico, we identify untapped, intrinsic assets that give existing enterprises an enormous advantage to spin-out new tech companies. WisdomTree licensed Applico's Platform Insights Data Product to aid in the creation of the PLAT ETF.

The show kicks off with a look at the newly public clothing marketplace Poshmark. Alex compares $POSH with other fashion centered marketplace platforms like Farfetch and breaks down whether or not he's bullish after a 140% price jump after its first day trading. Next, a look at manufacturers investing in marketplaces, inlcuding Richemont's acquisition of Watchfinder & Co. Alex closes the show with a look at messaging platform Telegram and continued coverage of censorship from platform monopolies. Originally Aired: 01/19/20 #PoshmarkIPO #Telegram #OnlineCensorship — 📚 Grab a copy of the Amazon Best Seller Modern Monopolies: https://amzn.com/B017RC8CBC ❓ Are you part of a large enterprise interested in spinning out a platform business? Connect with us here: https://resources.applicoinc.com/wta-contact/ 🎧 Listen to an audio version of the WTA Podcast here: https://anchor.fm/winnertakeall At Applico, we identify untapped, intrinsic assets that give existing enterprises an enormous advantage to spin-out new tech companies. WisdomTree licensed Applico's Platform Insights Data Product to aid in the creation of the PLAT ETF.

The show kicks off with a look at Black Friday and Cyber Monday statistics that, come to find out, aren't very easy to distinguish this year. Alex goes on to compare U.S. black Friday weekend numbers with Singles Day data from this year. Next, coverage of a new U.S. government executive order that has barred investment in 31 companies identified by the Department of Defense as “Communist Chinese military companies”. The show closes with Alex commenting on some of his favorite moments from Elon Musk's recent interview with The Wall Street Journal. Originally Aired: 12/12/20 #eCommerce #BlackFriday #CyberMonday 00:00 - Subscribe for Tech & Business News Daily 00:17 - Black Friday + Cyber Monday 13:59 - Indices Remove CH Military Stocks 16:46 - Elon Musk Interview Commentary — 📚 Grab a copy of the Amazon Best Seller Modern Monopolies: https://amzn.com/B017RC8CBC ❓ Are you part of a large enterprise interested in spinning out a platform business? Connect with us here: https://resources.applicoinc.com/wta-contact/ 🎧 Listen to an audio version of the WTA Podcast here: https://anchor.fm/winnertakeall At Applico, we identify untapped, intrinsic assets that give existing enterprises an enormous advantage to spin-out new tech companies. WisdomTree licensed Applico's Platform Insights Data Product to aid in the creation of the PLAT ETF.

Alex starts off the show with a look at Airbnb's insane post IPO value. He compares Airbnb's financials to Booking.com's and breaks down if he's bullish or bearish after the platform's first day on public markets resulted in a 100+% jump. Next, a look at the week's other platform IPO, DoorDash. Alex compares DoorDash to Uber Eats and explains why DoorDash, while expensive, is more accurately valued than Airbnb. The show closes with coverage of the massive new antitrust allegations brought against Facebook by the FTC and over 40 states. Originally Aired: 12/10/20 #FacebookAntitrust #DoorDashIPO #AirbnbIPO — 📚 Grab a copy of the Amazon Best Seller Modern Monopolies: https://amzn.com/B017RC8CBC ❓ Are you part of a large enterprise interested in spinning out a platform business? Connect with us here: https://resources.applicoinc.com/wta-contact/ 🎧 Listen to an audio version of the WTA Podcast here: https://anchor.fm/winnertakeall At Applico, we identify untapped, intrinsic assets that give existing enterprises an enormous advantage to spin-out new tech companies. WisdomTree licensed Applico's Platform Insights Data Product to aid in the creation of the PLAT ETF.