Episode 43. Google’s Hardware Event and Netflix Earnings

In this episode, Shawn and Ross discuss the products announced at Google’s hardware event, including the promising PixelBuds, midrange PixelBook Go, and the maligned Pixel 4 with its innovative radar sensor. Plus, we share thoughts on Netflix’s recent earnings and how it can possibly outmaneuver the growing flood of competitors that own valuable content properties.

Episode 41. Alexa Finds its Way into More Things

In this episode, Shawn and Ross offer their takes on the significance of the many products in Amazon’s Alexa hardware announcement, with a contrast to Apple’s more evolutionary upgrades. Plus, subscription game passes gain momentum with Apple Arcade, Google Play Pass and the release of Nintendo’s mobile Mario Kart. Finally, we look at Uber’s play to be your life’s OS with its app platform and car network.

Episode 40. Apple Catching Up on Hardware and Pushing Ahead on Services

In this episode, Shawn and Ross discuss all the major announcements from Apple’s September event, including the evolutionary updates of the iPhone and Apple Watch and the competitively stronger iPad. Plus, we contrast content-rich Disney+ and audience-rich TV+ and end on the latest moves in the grocery battle between Walmart and Amazon.

Episode 39. Does Facebook Get the Message?

In this episode, Shawn and Ross discuss changes Facebook is making to its messaging portfolio, trying another another app called Threads for Instagram users while giving businesses more play in Messenger. Plus, a look at Microsoft’s continued retreat from tablets as its next Surface draws near and how Disney is courting Disney+ subscribers with aggressive, long-term deals.

Episode 38. In We We Trust?

In this episode, Shawn and Ross discuss the S-1 filing for the company behind WeWork as it seeks to raise $1 billion in an IPO and elevate the world’s consciousness, and argue why a recession might not be all bad news for the real estate/“tech” company. We also discuss a move to make progress on robocalls through a new standard that has carriers cooperating, and look at what the latest economic indicators might portend both for startups raising capital and the tech giants.

Episode 35: Microsoft up, Netflix down, Amazon prime

In this episode, Shawn and Ross look at the evolution of Prime Day and the effects its having on competitors and seasonality. Plus, we look at Microsoft’s strong cloud growth and Netflix’s earnings miss as the streaming giant starts to encounter danger signs from competition.