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.

Episode 46. Trump Visits Apple, Paypal Buys Honey, Companies are Making Data Scarce and the RAZR Returns!

In this episode, Shawn and Ross look at Trump’s visit to the Apple facility in Austin and what the company gains from hosting the president. Next, we look at how more companies are scaling back the kinds of data they make available to partners and users. We then dive into PayPal’s purchase of Honey as it faces growing threats from mobile platform owners, and flip back to the future with a look at the reborn RAZR folding-screen phone from Lenovo’s Motorola.

Episode 45. Google Buys Fitbit, Apple Reports Earnings, and NBC’s Peacock Shows Its Feathers

In this episode, Shawn and Ross discuss Google’s acquisition of Fitbit and what it means for the company’s wearable ambitions. Then it’s on to Apple earnings where the company’s growing services have overcome slumping iPhones, and, finally, how NBC’s streaming service may have to muscle its way into a crowded field.

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.