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Alex and Nick dig into Uber's Q3 2019 earnings report and talk about why they're still bullish despite the media reporting huge losses. Next we take a look at the continued battle between Amazon and Walmart before discussing Wayfair's linear furniture business. The show closes with a report on Disney+ subscriber numbers (before the service has even become available) and the latest segment in our Enterprise Venture Building Series.

Watch clips from the show and full 4k episodes over on our YouTube page:  https://www.youtube.com/channel/UCUVFoF6YKQzP9rIL3TdMoxg