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.
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.