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.

Episode 65. Apple Booms, Zoom in All Rooms, and BlackBerry Looms

In this episode, Shawn and Ross look at why we've seen Big Tech, highlighted by Apple reaching a $2 trillion market cap, has grown at the expense of other sectors during the pandemic. Plus, we debate whether Zoom's burst onto consumer video chat devices represents an extension of its strategy or a deviation from its enterprise focus. Finally, as a startup announces plans for a new BlackBerry smartphone in 2021, we look at what it might offer that TCL didn’t.

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.