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 52. Another Week of Social Distancing. Amazon, Zoom, and the new T-Mobile-Sprint

In this episode, Shawn and Ross continue looking at COVID-19’s impact on tech companies, including Amazon and Zoom, two that have seen significant scrutiny while acting as key resources for many businesses and consumers. Plus, a look at the completion of the T-Mobile/Sprint merger and how investment in 5G could change the game if quarantines are needed in the future.