2020

Episode 80. Looking Back, Looking Ahead: How the pandemic shook the industry, the Big Tech backlash, and trade war fallout

Join Shawn DuBravac and Ross Rubin as we look back at 2020 and look ahead to 2021 to analyze the industry’s biggest tech stories, including:

—How tech and other industries will take the first steps toward the post-pandemic future

—How Google and Facebook will react to their government lawsuits as Apple faces developer protest.

—How the trade war between the U.S. and China may engulf new companies and geographies

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

US Senate

Episode 74. Social media vs. Section 230, Samsung, Spotify and Netflix roll on

Join Shawn DuBravac of Avrio Institute and Ross Rubin of Reticle Research as they provide insights on this week’s biggest tech stories, including:
– The Senate again takes on social media. We take on the potential of custom social scoring algorithms
– What Samsung is doing to keep customers engaged at the high end of its product line
– Raising prices in a pandemic? We look at some driving motivators behind Netflix’s price bump

Quibi programming

Episode 73. The DOJ Sues Google, Facebook wants to be your neighbor, and Quibi calls it quits

Join Shawn DuBravac and Ross Rubin as they provide insights on this week’s biggest tech stories, including:
-The DOJ lawsuit against Google: Dive into how Google maintains search dominance and the impact of different remedies
-Facebook takes on features of Nextdoor: Examine the potential effect given Facebook’s record of integrating competitive features
-Quibi calls it quits while Apple TV pushes forward: Learn how Apple’s runway is letting it make moves Quibi couldn’t

Get all and more in this episode of Techspansive

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.

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 59. Sony’s Plans Lit; Sonos Gets Hit

In this episode, Shawn and Ross look at two companies that stand to benefit from a continued emphasis on the digital home. First, Sony reveals the PlayStation 5, a major milestone that’s expected to set a new standard in console graphics while testing the pockets of early adopters. We look at how the landscape is shaking out for the 2020 holiday seasons nd beyond. Meanwhile, Sonos gets slapped by Google with a countersuit to the patent infringement case that it launched against the mammoth tech company earlier this year. We offer our take on what the real threats are to Sonos and what it may mean for the future of agent technology in home audio.

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.