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Episode 119. Qualcomm jump-starts a portable gaming platform as Samsung merges mobile and consumer groups

At Qualcomm’s Snapdragon Summit, the chip giant announced a collaboration with Razer to launch a new category by merging high-end smartphone gaming with physical game controls. The resulting reference design is designed to inspire a new category to steal thunder from the Nintendo Switch and shave off a slice of the hardcore mobile gaming market. We analyze whether the move rekindles the convergence vs. standalone device debate. Meanwhile, in another kind of merging, Samsung is bringing together its mobile and consumer electronics groups as its competitive landscape changes. We dig into whether the move can boost the company’s ecosystem strength

Episode 118. Meta and Microsoft meet in the metaverse, Netflix content gets phone-friendlier, and Twitter sings the Blues

Coming on the heels of Meta and Microsoft announcing competing visions for the metaverse, the two Big Tech companies have announced plans to collaborate. We discuss why the collaboration makes sense, at least for now. Plus, we weigh in on how Netflix’s new mobile games and TikTok-like kids programming is better leveraging its evolving IP for mobile, a platform Amazon is also targeting with a new video-sharing feature. Finally, Twitter Blue hits the U.S. at last. We discuss its value and what we see as a major marketing miss by the company in building its subscription business.

Episode 117. Why Macs are cars, Microsoft out-metaverses Meta, and American digital services exit Chin

We discuss Apple’s take on why the perpetually exposed iPhone must remain closed to sideloaded apps while the Mac is open to them. At Microsoft Ignite, the software giant shoots back at just-minted Meta with its own plans to deliver the metaverse to businesses and consumers. We discuss the implications of Microsoft’s metaverse play as well as its new app, Microsoft Loop, which takes on Google Workspace with a dynamic collaboration layer in Teams. Finally, we look at the latest American companies and digital properties to leave the Chinese market, citing compliance challenges, and the ripple effect on the splintering internet.