Winner Take All #138 | Bumble IPO, Amazon Sellers From China, Roblox at $30B, Facebook's New Moat
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
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📚 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.
Видео Winner Take All #138 | Bumble IPO, Amazon Sellers From China, Roblox at $30B, Facebook's New Moat канала Applico
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.
Видео Winner Take All #138 | Bumble IPO, Amazon Sellers From China, Roblox at $30B, Facebook's New Moat канала Applico
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