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Winner Take All #206 | B2B Acquisitions, Aussie Big Tech News Update, Chinese Market Outflow
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We start the show with a look at how Australia's law requiring big tech companies to pay for news sharing has been going 1+ years in. Next, we share some Applico data on M&A activity among B2B distributors and adjacent competitors looking to disintermediate incumbents and disrupt the traditional supply chain. The second half of the show covers some washy data on market outflows coming out of China and why Carvana has gone from a rising tech star on Wall Street to a sputtering linear auto business down over 90%.
#Podcast #B2B #chinastocks
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