Episodes
This week, we had the opportunity to sit down with Adrien Nussenbaum, Co-founder and CEO of Mirakl. With over 400 marketplaces powered by its technology and surpassing $6 billion in gross merchandise volume, Nussenbaum is an invaluable resource into the industry's trajectory and the future it holds.
From humble beginnings in 2012, Mirakl has become a driving force behind the B2B marketplace revolution. The company empowers businesses to create and operate their own online marketplaces,...
Published 06/01/23
In this interview, we sit down with Tyler Ellison, the founder of ChemDirect, a leading B2B marketplace connecting buyers and suppliers in the chemical industry. Tyler shares his insights on how logistics and supply chain services have been a key driver for ChemDirect. He also discusses the unique characteristic of having users who are both buyers and sellers on the same B2B platform. This interview provides a fascinating look into the world of B2B marketplaces and the challenges and...
Published 05/09/23
Alex Moazed speaks with Bar Geron, founder of Balance, a fintech company that focuses on digitizing B2B e-commerce payments by developing one-click checkout payment tools.
Balance was co-founded by Bar Geron and Yoni Shuster, who were former employees of PayPal, the company helps B2B e-commerce merchants and marketplaces to get paid instantly, process any payment method, and offer flexible terms. Balance has raised $87 million in total funding, including a recent $56 million Series B...
Published 05/04/23
In this interview, I speak with Fabrice Grinda, a founder of FJ Labs. With over a thousand unique investments made across different life cycles of FJ funds, Fabrice shares his Marketplace-centric approach to investing, and the importance of investing in extraordinary people who are trying to solve the world's problems. Fabrice also talks about his accidental transition from being a tech founder and CEO to becoming a VC and why he chooses to invest in network effect businesses and...
Published 04/20/23
In this interview, we speak with Rob Johnson, the President of the Institute for New Economic Thinking, about the state of the U.S. economy in 2023 and the recent closure of Silicon Valley Bank. Johnson shares his insights on a range of topics, including:
- The overall health of the U.S. economy and its prospects for growth in the coming year
- The impact of inflation on consumers and businesses, and whether it is likely to persist
- The role of the Federal Reserve in shaping economic...
Published 03/24/23
In this interview, I sit down with Sultan Meghji, a seasoned entrepreneur and former Chief Innovation Officer at the FDIC. Sultan was the FDIC's first ever Chief Innovation Officer and ended up leaving the position and penning an op ed in Bloomberg titled: Why I Quit as FDIC Innovation Chief: Technophobia. I talk with Sultan about the blockers he ran into at the FDIC and what he witnessed as the agency continuously jury-rigged 20th-century rules to cover 21st-century technology. Get...
Published 02/10/23
We open the show with a look at the ongoing turmoil around TikTok and parent company ByteDance. We look at what AI ChatGPT thinks of TikTok and at news that ByteDance is expanding into enterprise software offerings. Next, Twitter files have revealed that the Federal Government sent payments to Twitter. We look at the emerging evidence about these payments and ponder what Elon being Cheif Twit means for these arrangements. Also covered, the long term effects of the FEDs rate hikes and...
Published 01/05/23
I connect with Kristin Savilia to talk about JOOR, a platform that connects brands and retailers globally to deliver seamless digital wholesale management from connection to payment. Applico ranked JOOR #2 in our 2022 Top 50 B2B Marketplaces ranking.
00:00 - Follow Applico for the latest on platforms
00:20 - Joor in Applico's Top 50 B2B Marketplaces ranking
00:44 - Kristin Savilia background
01:31 - What does Joor do?
02:58 - Joor growth and GMV
04:19 - Joor's hybrid apporach to the...
Published 12/19/22
It's a packed episode with analysis of Amazon's complaints about regulation in India, YCombinator changing up it's president to Garry Tan, and Home Depot moving into B2B. Also covered in this episode, Reid Hoffman sticks by the blitz scaling strategy, and what Zuckerberg said during his visit with highly scrutinized podcast kingpin Joe Rogan.
00:00 - Subscribe and fight big tech!
01:28 - Amazon vs India regulators
09:27 - YCombinator Exec Changes
15:39 - Home Depot and Lowe's target B2B...
Published 12/05/22
The episode kicks off with an in-depth look at Farfetch's deal to buy Yoox Net-a-porter from Richemont. The luxury fashion space is an especially interesting vertical for platform innovation and there's a lot of unpack and ideate on with this new deal. Next, news has come out that Chinese tech giant Tencent is divesting its assets under pressure of an economic downturn and aggressive tech regulation in China. We close the show with a laugh at GameStop's newly launched NFT marketplace....
Published 12/02/22
The show opens looking at the Twitter leak from whistleblower Peiter “Mudge” Zatko. Next, eBay has purchased a trader card company called TGCplayer. Is this a good move for the struggling auction based eCommerce platform? Also covered, Penn National completing its acquisition of Barstool sports and DoorDash teaming up with Facebook to deliver marketplace items.
00:00 - Subscribe and fight big tech!
00:18 - Twitter Whistleblower
11:56 - eBay buys TCGplayer
23:50 - Penn National acquires...
Published 11/23/22
Elon Musk has successfully completed his $44 billion deal to purchase Twitter. The newly self dubbed "Chief Twit" walked into Twitter offices carrying a sink. Twitter CEO Parag Agrawal and CFO Ned Segal have left the company after day one of Elon's takeover. Musk will take the company private and many reports indicate Twitter will see trimming of unnecessary staff members. The Tesla CEO marked the occasion by tweeting “the bird is freed".
#elonmusknews #breakingnews #twitterdeal
Published 11/09/22
We kick off the show with an update on Elon Musk's purchase of Twitter. Next, I document why I think manufacturers are making a big mistake around tech investments and why B2B distributors need to be weary. We close the episode with a look at two happenings out of China, a new article detailing how Chinese startups depend on U.S. market public offerings and what is going on with Bytedance founder Zhang Yiming.
00:00 - Subscribe and fight big tech
01:29 - Elon is Buying Twitter...
Published 10/27/22
It's a quick episode of the show covering two topics! First off, I look at the American Innovation and Choice Online Act, a bill that prohibits certain large online platforms from giving preference to their own products on the platform. I look at how this bill could benefit companies damaged by big tech's ongoing anti-competitive practices and, to be fair, also look at Amazon's literature on the subject. Next, I detail continued investments from Manufacturers into tech startups. I...
Published 10/15/22
We kick off the show looking at a new leak showcasing Facebook's devious actions in Australia after Australia had passed a world-first law aimed at making Google and Facebook pay for news content on platforms. Also as a bonus, we have a laugh at Facebook's anti-facebook chat bot. Next, video platform Rumble is suing Google for suppressing search results and favoring YouTube. Also in this episode, continued volatility of tech and PE valuations and why startup debt deals may become more...
Published 10/06/22
The episode starts with a look at tech companies big and small cutting back on workers and slowing hiring. Next, an in-depth look at grocery delivery analyzing what incumbent grocers are rolling out delivery tech and whether or not they're keeping up with disruptive startups in this space. Also in this episode, startup accelerator YCombinator pivots away from having larger class sizes and Google faces a new antitrust battle. The show closes looking at Butler Hospitality's sudden closure...
Published 09/22/22
Applico CEO Alex Moazed and Director Nick Johnson sit down with 3 time tech disruptor Mitch Lowe. Lowe is known for heading up MoviePassas CEO, being a founding executive at Netflix, and President of RedBox. Mitch has detailed his amazon journey from high school dropout to tech executive in his new book Watch and Learn: How I Turned Hollywood Upside Down with Netflix, Redbox, and MoviePass—Lessons in Disruption. We asked Mitch about the new relaunch of MoviePass, the role Web3 will...
Published 09/06/22
We start the show with a look at the bizarre narrative around inflation and why so many sources are trying to claim that a recession is not happening in the United States (and how big tech is helping spread this misinformation). Next, Amazon has made waves with its proposed acquisition of One Medical, a technology-powered national primary care organization. Also covered, how some big tech players have failed to innovate around health, Twitter's kerfuffle about user growth before the...
Published 08/26/22
The show opens with a look at LIV, a new professional golf tour funded by the sovereign wealth fund of Saudi Arabia. LIV has quickly become a challenger to the PGA via a marquee strategy. I do some analysis on how sports leagues can be considered platforms and what strategies are being employed in this new battle for the top spot. Next, a look at how members of congress trade stocks and a bill that may put a stop to lucrative trading on insider information. We close out with a look at...
Published 08/22/22
To start the episode we take a look at a recent Financial Times story detailing how fake social media posts from Chinese misinformation groups attempted to derail a new rare earths mining operations in the U.S.. Next, Alex looks at TikTok's response to the BuzzFeed leaks and a report detailing how China is putting pressure on Elon Musk over Starlink internet being used in the Ukraine. The show concludes with a look at the U.S. potentially limiting tech investment into China.
#podcast...
Published 08/19/22
The episode kicks off with a look at inflation and some real estate data that may hint as to whether or not the FED's rate hikes are working effectively. Next, we take a look at Elon Musk announcing that he is backing out of the Twitter deal and I discuss if I think this transaction will ever actually happen. Also covered, Amazon striking a deal with Grubhub that could net the eCommerce giant a 15% stake in the delivery platform and a look at the livestream shopping landscape in the...
Published 08/03/22
It's the first official day of the recession in the U.S. and we kick off the episode looking at what this means and why the media doesn't seem to be paying attention. Next, in a move predicted on WTA pre pandemic, Pinterest has finally made a change at CEO. Will new CEO Bill Ready be able to finally tackle commerce on the platform? Also covered, venture capital firms hurting as startup valuations continue to drop and Netflix announcing they will offer an advertisement supported...
Published 07/18/22
We're back and broadcasting from Minnesota for the summer! The show starts with a look at rising inflation in the U.S. as we question how the Federal Reserve is measuring and reacting to the tumultuous economic environment. Next, a look at how startup valuations are falling and the changing relationships between VCs and early stage startups. We also have some new research from Applico on B2B tech acquisitions and whether distributors or manufacturers are leading investment into new...
Published 07/06/22
The episode opens up with a look at Airbnb's decision to exit the Chinese market, a move that I see as part of a larger exodus of foreign tech companies who've been unwelcome in China and continuously managing complicated relationships with the Chinese government's regulators. Next, as we see foreign companies exiting China, the government has pledged to now support its domestic tech enterprises. Is this the end of China's "crackdown on tech" or just more posturing? Also covered in...
Published 06/29/22