Microsoft

94. Microsoft buys Nuance, Apple’s TV tech, and Jeff Bezos’ swan song

Join Shawn DuBravac of Avrio Institute and Ross Rubin of Reticle Research as they provide insights on the biggest tech stories, including:

—what Microsoft’s purchase of Nuance Communications means for healthcare and beyond

—how Apple’s rumored HomePod extensions could transform the TV experience

—how Jeff Bezos’ final shareholder letter lays out a roadmap for Amazon.

Facebook

Episode 87. Facebook battles Australia, Chrome OS surpasses macOS, and Amazon Invents Kickstarter

Join Shawn DuBravac of Avrio Institute and Ross Rubin of Reticle Researchas they provide insights on the biggest tech stories, including:
—how Facebook’s battle with Australia sets up another contrast with Google’s conflict avoidance
—what implications Chrome OS passing macOS has for both Apple and Microsoft
—why Amazon is perfectly suited for its own take on product crowdfunding

Amazon

Episode 85. Bezos says bye, Google reels in Stadia, and Apple drives toward the future

Join Shawn DuBravac of Avrio Institute and Ross Rubin of Reticle Research as they provide insights on the biggest tech stories, including:
—what we can expect from the CEO transition at Amazon
—what game development studio closures mean for Google’s Stadia service.
—the takeaways from the latest Apple augmented reality and car rumors

US Senate

Episode 81. The Riot, The Response, and the Race to Your Face

Join Shawn DuBravac and Ross Rubin as we check in before CES with an episode to ring in the new year that includes:

—What the Facebook and Twitter responses to the Capitol riot could mean for the future of political speech online
-How smart glasses offerings from Facebook, Amazon and others are evolving in the consumer and enterprise space.

Episode 78. The Fate of Facebook, The Hating on Halo, and More Movies from the Mouse

Join Shawn DuBravac and Ross Rubin as they provide insights on this week’s biggest tech stories, including:

—Whether government actions to break up Facebook would be feasible or effective
—How new wearables from Amazon and Apple push boundaries on privacy and price.
—Why the backlash to The Walt Disney Company and WarnerMedia disrupting movie release windows could extend beyond the pandemic.

Episode 77. Swooping in: Salesforce channels Slack, FedEx clicks to buy ShopRunner, and Amazon hits play on Wondery

Join Shawn DuBravac of Avrio Institute and Ross Rubin of Reticle Research as they provide insights on this week’s biggest tech stories, including:

—Whether Salesforce can keep Slack momentum going as the enterprise chat pioneer faces daunting competition from Microsoft
—How Amazon is expanding its podcast horizons with Wondery as Spotify touts Anchor’s long tail
—How FedEx can leverage ShopRunner versus Amazon’s and Walmart’s free shipping options.

pharmacy

Episode 76. Amazon Pharmacy battles drug stores and Google embraces banks as the Mac is reborn

Join Shawn DuBravac of Avrio Institute and Ross Rubin of Reticle Research as they provide insights on this week’s biggest tech stories, including:

—How the launch of Amazon Pharmacy illustrates what the retail giant can leverage as it enters a new business
—Why Google chose to partner with banks instead of going it alone as it expands Google Pay
—How Apple’s reborn M1-based Macs lay the foundation for the next generation of apps and devices

Episode 72. iPhone 12 makes a debut, Zoom makes a platform play, and Spotify makes you the DJ

In this episode, Shawn and Ross share all the news around Apple’s new iPhones from the new value-driven mini to the Pro’s esoteric photography features, as well as discuss HomePod mini as a key component of its home services play against Amazon and Google. Next, we discuss how Zoom is taking advantage of its moment in the sun to move (and drag competitors) deeper into the consumer space.. And finally, Spotify’s new hybrid playlist format lets anyone host their own radio-style playlist-podcast hybrid. We discuss why we think it’s a neat idea, but one that would also play well for Apple.

Shawn and Ross drill down into the House of Representatives report on the market positions of Amazon, Apple, Google, and Facebook

Episode 71. Big Tech gets targeted as Big Blue plans a breakup

In this episode, Shawn and Ross drill down into the House of Representatives report on the market positions of Amazon, Apple, Google, and Facebook. We discuss the potential effectiveness of proposed remedies as well as the challenges in applying today’s antitrust laws to the foursome’s diverse offerings. We also look at Microsoft’s foray into setting app store fairness rules even as it concedes that it operates an app store that doesn’t abide by them. Finally, not all breakups as forced as IBM proposes the next step in divesting one of its businesses, leaving the remaining Big Blue more agile to focus on AI and the cloud.

Google Nest

Episode 70. Google’s low-key device launch, Surface Laptop’s low-priced Go. and Amazon’s high-tech palm reader

In this episode, Shawn and Ross break down the announcements from Google’s scaled-down device event as major lawsuit and regulatory clouds loom, and talk about why the search giant continues to invest in devices despite low market share. Next, it’s on to Microsoft’s new laptops, which both push the envelope on ARM-based device performance while hitting the heart of the back-to-school notebook segment with the Surface Book Go. Finally, we look at two divergent efforts to track physiology: Amazon’s palm-reading technology coming to its Go stores and HP’s addition of heart rate, facial and eye tracking to its Reverb 2 headset intended for corporate training exercises.