Winner Take All Podcast

Parler Ban: Parler, an American alt-tech microblogging and social networking service, has struggled to stay operational after Google and Apple both removed the Parler app from their respective mobile app stores and Amazon suspended the company from its cloud hosting service, Amazon Web Services. Alex discusses Parler being banned by big tech companies that could be considered competitors to the microbloging site and explains why he doesn't agree with big tech's new position as the de facto arbiter of online free speech. This is an excerpt from episode 136 of Winner Take All. Watch the full episode here: https://youtu.be/6JnVIsDYhHs Originally Aired: 01/12/20 #ParlerBan #Parler #BigTech — 📚 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. Parler Ban

Jim Rickards: Famed economist Jim Rickards sits down with Alex Moazed to discuss Chinese currency geopolitics, investing in gold, whether he's a bitcoin bull or bear, and how the global pandemic affected the economic analysis in his most recent book "THE NEW GREAT DEPRESSION: Winners and Losers in a Post-Pandemic World". Read THE NEW GREAT DEPRESSION: Winners and Losers in a Post-Pandemic World: https://www.amazon.com/New-Great-Depression-Winners-Post-Pandemic/dp/0593330277 James Rickards is the Editor of Strategic Intelligence, a financial newsletter. He is The New York Times bestselling author of The New Great Depression (2020), Aftermath (2019), The Road to Ruin (2016), The New Case for Gold (2016), The Death of Money (2014), and Currency Wars (2011) from Penguin Random House. He is an investment advisor, lawyer, inventor, and economist, and has held senior positions at Citibank, Long-Term Capital Management, and Caxton Associates. In 1998, he was the principal negotiator of the rescue of LTCM sponsored by the Federal Reserve. His clients include institutional investors and government directorates. He is an op-ed contributor to the Financial Times, Evening Standard, The Telegraph, New York Times, and Washington Post, and has been interviewed by BBC, CNN, NPR, CSPAN, CNBC, Bloomberg, Fox, and The Wall Street Journal. Mr. Rickards is a guest lecturer in globalization and finance at The Johns Hopkins University, Georgetown University, Trinity College Dublin, The Kellogg School at Northwestern, the U.S. Army War College and the School of Advanced International Studies. He has presented papers on risk at Singularity University, the Applied Physics Laboratory, and the Los Alamos National Laboratory. He is an advisor on capital markets to the U.S. intelligence community, and the Office of the Secretary of Defense, and is on the Advisory Board of the FDD Center on Economic and Financial Power in Washington DC. Mr. Rickards holds an LL.M. (Taxation) from the NYU School of Law; a J.D. from the University of Pennsylvania Law School; an M.A. in international economics from SAIS, and a B.A. (with honors) from Johns Hopkins. He lives in New Hampshire. Originally Aired: 01/15/20 #JimRickards #Economics #CurrencyWars — 📚 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. Jim Rickards

The show opens from our new Palm Beach, Florida, studio as Alex digs into Twitter's recent actions banning a U.S. President and seemingly abandoning many of the key proponents that make it a platform. Next, a look at Parler being removed from Apple and Google app stores in addition to Amazon's AWS banning the platform. Alex discusses if the Parler bans are a national security measure to curb violence or a thinly veiled anticompetitive move from big tech platform monopolies. Continuing on, a look 5 platform alternatives to the current dominant monopolies and coverage of the ACLU speaking out against tech censorship. The show wraps up with an update on Roblox going public via direct listing and the U.S. banning Alipay. Originally Aired: 01/12/20 #TechCensorship #OnlineFreeSpeech #RobloxIPO — 📚 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.

Roblox IPO: Roblox has announced that the company will go public via direct listing instead of a traditional IPO. Additionally, the company announced it has raised $520 million in new Series H funding at a valuation of $29.5 billion ($45.00 per share) led by Altimeter Capital and Dragoneer Investment Group. Roblox plans to file a registration statement with the U.S. Securities and Exchange Commission for a proposed direct listing of its Class A common stock. The number of shares of Class A common stock to be offered by the Company’s stockholders has not yet been determined. Roblox intends to commence the direct listing following completion of the SEC review process, subject to market and other conditions. Alex talks about Roblox's insane valuation growth over the past year and the bright future he thinks the platform company has in store. Roblox Raises $520M led by Altimeter Capital and Dragoneer Investment Group: https://corp.roblox.com/2021/01/roblox-raises-520m-led-altimeter-capital-dragoneer-investment-group/ Originally Aired: 01/12/21 #Roblox #RobloxStock #RobloxIPO — 📚 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. Roblox IPO

A new lawsuit, led by Texas Attorney General Ken Paxton, has exposed an alleged agreement between Google and Facebook in which Facebook would limit competitive actions in the online ad space in exchange for special treatment in Google ad auctions. Alex discusses this antitrust violation ridden pact, code named “Jedi Blue", between the two tech monopolies and breaks down some of reasons he thinks that Google and Facebook have spun out of control with brazen anticompetitive behavior. This is an excerpt from episode 135 of Winner Take All. Watch the full episode here: https://youtu.be/bMIsavkCZcg Originally Aired: 01/04/20 #JediBlue #Anticompetitive #Antitrust — 📚 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 discusses what the United States can do to compete with China and bring manufacturing back stateside. He breaks down the increasing number of Amazon products coming direct from Chinese manufacturers to consumers in the U.S.. Moazed highlights some U.S. product focused marketplaces and explains why he sees a resurgence of manufacturing in the United States as being a key trend over the next 3-5 years. This is an excerpt from episode 135 of Winner Take All. Watch the full episode here: Originally Aired: 01/04/20 #Manufacturing #USvsChina #ChineseProducts — 📚 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.

Porch, a platform that that connects homeowners with local home improvement contractors, has gone public through a SPAC merger with PropTech Acquisition Corp.. Alex discusses Porch's poor financials including the CEO's $240 MM windfall after a fire sale of shares by home improvement retailer Lowes. Moazed, flabbergasted by Porch's abysmal revenue numbers that are on the brink of financial ruin, can't decide which recently IPO'd company he dislikes more, Wish or Porch. This is an excerpt from episode 134 of Winner Take All. Watch the full episode here: https://youtu.be/4D-6RqJkyHs Originally Aired: 12/28/20 #SPAC #PorchStock #PropTech — 📚 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 longest ever episode of Winner Take All opens with discussion of the Chinese government continuing to penalize Jack Ma and Alibaba. Alex also looks at China's Australian coal ban and is puzzled by the brash discussions being made by the government. Next, a look at Zoom allowing access to U.S. citizen data and content platforms losing control of censorship. The show closing with two market related topics, the NYSE changing direct listing rules that will allow companies to raise money, and analysis of SPAC merger of PropTech Acquisition and Porch. Originally Aired: 12/28/20 #Alibaba #PorchIPO #Platforms — 📚 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 new Holding Foreign Companies Accountable Act, signed by President Trump on 12/18, will require foreign companies to submit audits to the U.S. Public Accounting Oversight Board as well as establish that they are not controlled by a foreign government. Alex discusses the Holding Foreign Companies Accountable Act and breaks down some of the issues he thinks Chinese tech platforms may have with the new requirements set forth in the bill. This is an excerpt from episode 133 of Winner Take All. Watch the full episode here: https://youtu.be/azlnhp9ZZRg Originally Aired: 12/22/20 #Regulation #StockMarket #ChineseStocks — 📚 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 joins Mornings with Maria on Fox Business to discuss Jack Ma’s tumultuous relations with China and the effects this has had on Alibaba and Ant Group. Alex also gives his outlook on 2021 for big tech and what the lack of power CEOs have around regulation, censorship and data abuse means for investors. Additionally, Alex gives suggestions on up-and-coming platform stocks to watch going into the new year. Originally Aired: 12/28/20 #FoxBusiness #CEOInterview #Alibaba — 📚 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.

On Decmebr 9th, 2020, the United Staets federal government, along with over 40 states, filed a lawsuit against Facebook for anti competitive behavior. If courts rule in favor of the federal government, many predict this could require Facebook to divest assets i.e. break up the one company currently consisting of Facebook, Instagram, and WhatsApp. Alex discusses this new antitrust lawsuit against Facebook, looks back on misdirected attempts to regulate the platform conglomerate in the past, and explains why breaking up Facebook might not have the intended outcome the FTC is hoping for. This is an excerpt from episode 131 of Winner Take All. Watch the full episode here: https://youtu.be/4fF-KFqnhGw Originally Aired: 12/10/20 #FacebookLawsuit #FacebookBan #TechRegulation — 📚 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.

It's been a wild year and we're so happy to have been allowed into your homes and onto your screens. Thank you to all the amazing guests who graciously gave their time and bandwidth to join us live from all over the world. Thanks to the Applico team for their relentless work ethic, fueling the show with enough content to publish new videos everyday. And most of all, THANK YOU to our subscribers, commenters, and viewers for watching over 6,000 hours of Winner Take All! We're excited to take this show to new heights in 2021 and are grateful to have you all along for the ride. Best regards, - The WTA Team #HappyHolidays #2020 #Thankful — 📚 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.

IAC announced today(12/22) that it will be spinning off Vimeo into its own publicly traded, independent company. In this clip, Alex discusses Vimeo's planned Q2 2021 spin off and explains why he likes Vimeo's current path more than the company's initial strategy of competing with YouTube as a consumer video platform. Vimeo is the 11th company IAC has spun off. This is an excerpt from episode 124 of Winner Take All. Watch the full episode here: https://youtu.be/iqRGRh1ymxk Originally Aired: 11/12/20 #Content #Vimeo #IAC — 📚 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.

Twitter's stock price saw a sizable dip after the company's Q3 2020 earnings report indicated slowing user growth and called advertiser behavior “hard to predict”. Alex discusses why he thinks Twitter needs a change at the CEO position and explains why flat user growth and engagement is a grim indicator for the micro-blogging social platform. He goes on to detail Twitter's recent censorship issues, lack of innovation, and seemingly partisan stance throughout the election. This is an excerpt from episode 123 of Winner Take All. Watch the full episode here: https://youtu.be/FFrrD4YucgQ Originally Aired: 11/03/20 #SocialPlatform #Regulation #BigTech 00:00 - Subscribe for Tech & Business News Daily 00:29 - Twitter Q3 2020 Earnings Report 01:03 - User Growth Estimates 01:48 - Twitter Partisanship 02:34 - Letter to Shareholders 03:18 - Flat Engagement = Tech Death 04:21 - Leadership Issues? 04:54 - No Other Options? 05:57 - No Product Innovation 06:49 - Lost Billion in Market Cap — 📚 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.

Airbnb's debut on public markets today saw the stock skyrocket over 100%, peaking at an all time high of $165. Alex breaks down why he thinks the newly public platform is too hot to buy at the moment and explains why he would wait a quarter before considering purchasing shares of ABNB stock. He also comments on Airbnb surpassing Booking Holdings Inc in value after $ABNB jumped from it's $68 per share price set at its IPO Wednesday, December 9th. Alex compares Airbnb's nights booked to Booking.com's, highlighting that Airbnb will need to show some serious growth to live up to its new $86.5 billion valuation. Originally Aired: 12/10/20 #Travel #AirbnbIPO #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.

President Trump continues to pursue reform of Section 230 of the Communications Decency Act AKA big tech's legal shield. Section 230 provides "Good Samaritan" protection from civil liability for operators of interactive computer services in the removal or moderation of third-party material they deem obscene or offensive, even of constitutionally protected speech, as long as it is done in good faith. Alex discusses the impact reforming section 230 could have on today's biggest content platforms and explains why it's difficult to determine what the wide ranging impacts could be. He goes on to outline why, if the legislation is reformed, carving out liability protections for smaller tech startups would be the best move to avoid stifling innovative new companies in the U.S.. This is an excerpt from episode 130 of Winner Take All. Watch the full episode here: https://youtu.be/SaUz-t713Tw Originally Aired: 12/08/20 #Regulation #TechRegulation #Section230 — 📚 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.