Episode 65. Apple Booms, Zoom in All Rooms, and BlackBerry Looms

In this episode, Shawn and Ross look at why we've seen Big Tech, highlighted by Apple reaching a $2 trillion market cap, has grown at the expense of other sectors during the pandemic. Plus, we debate whether Zoom's burst onto consumer video chat devices represents an extension of its strategy or a deviation from its enterprise focus. Finally, as a startup announces plans for a new BlackBerry smartphone in 2021, we look at what it might offer that TCL didn’t.

Surface Duo

Episode 64. Apple One, Surface Duo, and Epic Triangles

In this episode, Shawn and Ross look at how the simmering conflict over app stores has boiled over in a melee between Epic and platform providers Apple and Google as we pose the question of whether any companies can muster enough pressure to influence rule changes. Next, we take on the potential of an Apple content bundle and what could be a slam dunk next step as a services play. Finally, Microsoft’s new Surface Duo may be a tough sell in a locked-up economy, but we discuss why it’s a bold move and the implications it could have on the Windows and Android ecosystems.

Episode 63. When Samsung’s Galaxy Meets Microsoft’s World

In this episode, Shawn and Ross look at Samsung’s latest announcements, including its latest smartphone tour de force, the Galaxy Note 20, its attempt at Android tablet relevance with the Tab S7, and its promising preview of the next Galaxy Fold Z. Meanwhile, as the electronics giant steps up its relationship with Microsoft, we take on why its corporate-focused partner would have interest in TikTok, as well as the challenges that it and other Big Tech rivals face as they navigate the rules of Apple’s app store with streaming game services.

Episode 62. Fast Breaks: 5G, Apple, and Microsoft Teams

In this episode, Shawn and Ross look at the latest developments among the major carriers’ 5G rollouts, as well as how T-Mobile is keeping up its pro-consumer messaging as it retires the Sprint brand. Next, we look at Apple’s opportunity to grow the Mac’s share as it adds more homegrown tech form its iPad and iPhone lines. Finally, we explore Microsoft’s smart marketing move in working with the NBA to have fans join basketball games via Microsoft Teams on giant displays as Microsoft’s Slack competitor keeps rolling along.

Episode 61. Trips, Chips and Memberships

In this episode, Shawn and Ross look at the latest moves in the self-driving car space as Elon Musk says Tesla is close to perfecting fully autonomous cars in the wake of Amazon buying startup Zoox. Next, we look at the potential for a subscription-based Twitter and how that social network’s latest moves contrast with Facebook’s. Finally, as Nvidia passes Intel’s market cap, we take a look at the initial benchmarks at the chips that will be powering the next generation of Macs.

Episode 60. Apple’s WWDC: Online Event, Real-World Impact

In this episode, Shawn and Ross thoroughly analyze many of the announcements from WWDC, starting off with many aspects of the Mac’s switch to Apple silicon. We also talk about the changes coming to iOS 14 and Apple’s embrace of machine learning and algorithms in its wearable products, Apple Watch and AirPods. Finally, an updated discussion of the company’s approach to privacy and how it is being unusually open to industry alliances in its smart home and car access approaches.

Episode 58. Up From the Abyss

In this episode, Shawn and Ross look at continued consolidation in the food delivery service landscape as GrubHub attracts acquisition interest. Next, a look at how improving financial reports, new investment rounds, and IPO filings are signaling cautious optimism for the many tech startups. Finally, we discuss recent rumors that Apple may be moving to bundle its content offerings and why the timing might be right for such a move.

Episode 55. Big Tech swoops in for acquisitions

n this episode, Shawn and Ross look at how Big Tech is taking advantage of market volatility to swoop in and acquire companies that fill out their offerings. These include direct competitive response in the case of Facebook buying Giphy and Uber eyeing GrubHub, market expansion in the case of Microsoft buying Metaswitch, and farther-flung VR dreams in the case of Apple buying NextVR. Plus, we look at the competitive dynamics of the video meeting market among Zoom, Microsoft and Google in the context of office population. Finally, we end with a note about Huaweii's clever circumvention of the U.S. tech ban as it puts a sheen of new tech on last year's P30 smartphone.

Episode 54. Big Tech: We’re all in this together

In this episode, Shawn and Ross look at how tech companies are banding together and launching initiatives to help with the COVID-19 crisis, including Facebook’s Data for Good and Apple’s and Google’s joint efforts on a way to trace contact with individuals who have tested positive. Plus, we discuss some new initiatives that should result in dramatically better Wi-Fi and interoperability between connected gadgets in the smart home before discussing the latest rumors about Apple turning to its own chips in the Mac in the near future.

Episode 49. Big Tech Starts 2020 on a Roll

In this episode Shawn and Ross review the earnings from some of the Big Tech companies. We discuss the run-up in Amazon Prime membership and how the service is beating both retail and content memberships, the growth in Apple’s iPhone resurgence and wearables growth, and Facebook’s rising costs. We also offer our take on the prospects for Quibi, the short-form, video-first content company that’s launching soon.