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.
\n00:00\u200b - Subscribe for Tech & Business News Daily
\n01:03\u200b - Bumble IPO
\n14:09\u200b - Roblox Updated Valuation
\n24:38\u200b - Chinese Amazon Sellers
\n27:43\u200b - Cost of Censorship
Originally Aired: 01/22/21
\n#BumbleIPO #RobloxIPO #OnlineCensorship