In this episode, Shawn and Ross look at how some long-neglected device categories have been thriving during the COVID-19 pandemic. Plus we take on how both established app makers such as Facebook and startups such as Quibi to accommodate new realities by focusing on more intimate experiences. Finally, we continue looking at Amazon’s logistics and brand have thrived during the pandemic even as shipping delays have driven consumers to take a second look at alternatives such as Walmart.
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.