Winner Take All #205 | Walmart Marketplace + China, WhatsApp vs Facebook, NFLX Outlook
The episode opens up looking into the tumultuous market conditions as of late and Netflix's reporting that subscriber numbers are declining. Next, Elon Musk has announced the Twitter deal is on hold pending verification on the number of fake/bot users. I discuss what these means for the deal price and if this could be the end of this transaction. Also covered, Nike files a lawsuit against sneaker marketplace StockX and Walmart's marketplace sees a huge influx of Chinese sellers. We wrap up with JP Morgan's accidental "uninvestable" rating given to Chinese internet stocks, WhatsApp employees speaking out against Facebook, and India cracking down on Amazon and Walmart abusing legal loopholes.
#Podcast #BusinessNews #NFLX —