Microsoft

Episode 118. Meta and Microsoft meet in the metaverse, Netflix content gets phone-friendlier, and Twitter sings the Blues

Coming on the heels of Meta and Microsoft announcing competing visions for the metaverse, the two Big Tech companies have announced plans to collaborate. We discuss why the collaboration makes sense, at least for now. Plus, we weigh in on how Netflix’s new mobile games and TikTok-like kids programming is better leveraging its evolving IP for mobile, a platform Amazon is also targeting with a new video-sharing feature. Finally, Twitter Blue hits the U.S. at last. We discuss its value and what we see as a major marketing miss by the company in building its subscription business.

Episode 117. Why Macs are cars, Microsoft out-metaverses Meta, and American digital services exit Chin

We discuss Apple’s take on why the perpetually exposed iPhone must remain closed to sideloaded apps while the Mac is open to them. At Microsoft Ignite, the software giant shoots back at just-minted Meta with its own plans to deliver the metaverse to businesses and consumers. We discuss the implications of Microsoft’s metaverse play as well as its new app, Microsoft Loop, which takes on Google Workspace with a dynamic collaboration layer in Teams. Finally, we look at the latest American companies and digital properties to leave the Chinese market, citing compliance challenges, and the ripple effect on the splintering internet.

Facebook

Episode 116. Facebook’s Meta-morphosis, Big Tech reports earnings, and Jio’s $87 smartphone

Meta represents more than a new name for Facebook. We discuss the vision behind Facebook’s future direction as well as how effectively the company can capitalize on it. Plus, while big cloud services continued to drive revenue, we look at how supply chain challenges and some demand softening has led to some high-profile estimate misses. Finally, we look at the $87 Jio. Next, a highly optimized Android smartphone from Google designed to entice Indian consumers to upgrade from 2G phones.