Winner Take All #149 | FAMGA Ranking, Regulatory Capture, Palantir CEO on Gov Tech, China Tesla Ban?

Published: March 30, 2021, 4:47 p.m.

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Alex starts the show with a quick look at Poshmark, a fashion  marketplace whose stock has sharply fallen since touching the $100+ mark  on IPO day. After breaking down if $POSH is more fairly valued in the  ~$40 range, a quick ranking of the tech giants in FAMGA (Facebook,  Amazon, Microsoft, Google, and Apple) is given before diving into the  current regulatory environment for tech. Also covered, what regulatory  capture is, the Chinese government restricting government workers from  driving Tesla vehicles, and Palantir CEO Alex Karp\'s commentary on U.S.  tech companies lack of willingness to work with the U.S. government. The  show closes with a short breakdown of how take rates work in platform  businesses.

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00:00\\u200b - Subscribe for Tech & Business News Daily
\\n00:18\\u200b - $POSH Stock Update
\\n01:20\\u200b - FAMGA Breakdown
\\n05:33\\u200b - Is Tech Regulation a Short-Mid Term Threat?
\\n11:35\\u200b - Regulatory Capture
\\n15:26\\u200b - Tech Companies + U.S. Gov Work
\\n16:26\\u200b - Comments From Palantir CEO
\\n22:36\\u200b - Former TikTok CEO Kevin Mayer CNBC Interview
\\n31:58\\u200b - China Restricts Teslas for State Employees
\\n34:01\\u200b - What is a Take Rate?

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Originally Aired: 03/26/21

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#RegulatoryCapture #PalantirCEO #FAANG

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