Sinopsis
Shawn DuBravac, CEO of Avrio Institute, and Ross Rubin, Principal Analyst at Reticle Research, connect the tech news from the week with the bigger trends underpinning the tech industry. They discuss the implications for not only the tech industry but for the broader society.
Episodios
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72. iPhone 12 makes a debut, Zoom makes a platform play, and Spotify makes you the DJ
16/10/2020 Duración: 39minIn 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.
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71. Big Tech gets targeted as Big Blue plans a breakup
09/10/2020 Duración: 24minIn this episode, Shawn and Ross drill down into the House of Representatives report on the market positions of Amazon, Apple, Google, and Facebook. We discuss the potential effectiveness of proposed remedies as well as the challenges in applying today's antitrust laws to the foursome's diverse offerings. We also look at Microsoft's foray into setting app store fairness rules even as it concedes that it operates an app store that doesn't abide by them. Finally, not all breakups as forced as IBM proposes the next step in divesting one of its businesses, leaving the remaining Big Blue more agile to focus on AI and the cloud.
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70: Google's low-key device launch, Surface Laptop's low-priced Go. and Amazon's high-tech palm reader
02/10/2020 Duración: 34minIn this episode, Shawn and Ross break down the announcements from Google's scaled-down device event as major lawsuit and regulatory clouds loom, and talk about why the search giant continues to invest in devices despite low market share. Next, it's on to Microsoft's new laptops, which both push the envelope on ARM-based device performance while hitting the heart of the back-to-school notebook segment with the Surface Book Go. Finally, we look at two divergent efforts to track physiology: Amazon's palm-reading technology coming to its Go stores and HP's addition of heart rate, facial and eye tracking to its Reverb 2 headset intended for corporate training exercises.
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69. Amazon's home drone. Microsoft's Bethesda purchase, and Epic's multiplayer app store crusade
30/09/2020 Duración: 34minIn this episode, Shawn and Ross look at Amazon's big device launch, including a home surveillance drone and the Luna cloud gaming service. In other gaming news, we discuss how Microsoft's purchase of Bethesda fortifies XBox Game Pass even though Microsoft will have to furnish a few PlayStation exclusives. Finally, we look at Epic's latest move in its battle against Apple as the Fortnite company enlists developers such as Spotify and Match.com to form an app store reform coalition
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68. Apple Watch and Oculus target broader markets as LG takes Wing
19/09/2020 Duración: 42minIn this episode, Shawn and Ross analyze the launch of Apple's announcement of the Apple Watch Series 6 and SE, and how the Fitness+ service they drive fits into its new Apple One service bundle that demands more affordable hardware. We also look at the launch of the Oculus Quest 2 VR headset, which surpasses its predecessor at a lower price, and how it plays into Facebook's grand design for social computing. Finally, as these next-gen platforms take hold, LG has launched the Wing. We discuss how the swiveling dual-screen phone offers a different proposition than designs from Samsung and Microsoft in a telecom market that's undergoing consolidation.
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67. Microsoft Aims High and Low with Surface Duo,, Xbox One S, and a midrange laptop
12/09/2020 Duración: 36minIn this episode, Shawn and Ross discuss how Microsoft is attacking the market based on our hands-on time with the Surface Duo, reactions to the surprise announcement of the value-priced XBos One S challenging Sony, and rumors hat he company will hit the PC price mainstream with a new Surface Laptop. Plus, how Google and Amazon are rediscovering the humble phone conversation and Facebook goes back to college.
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66. Cheap 5G, the Pricey Galaxy Z, and Moving In With Alexa
05/09/2020 Duración: 23minIn this episode, Shawn and Ross examine the impact of Qualcomm's plans to bring 4G to entry-level phones. Plus, we take on how Samsung can justify it's $2,000 Galaxy Z Fold 2 during the pandemic. And finally, how Alexa Residential is offering homebuilders a chance to welcome new buyers with a familiar helpful assistant.
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65. Apple Booms, Zoom in All Rooms, and BlackBerry Looms
20/08/2020 Duración: 30min.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.
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64. Apple One, Surface Duo, and Epic Triangles
14/08/2020 Duración: 37minIn this episode, Shawn and Ross look at how the simmering conflict over app stores has boiled over in a melee between Epic and platform providers Apple and Google as we pose the question of whether any companies can muster enough pressure to influence rule changes. Next, we take on the potential of an Apple content bundle and what could be a slam dunk next step as a services play. Finally, Microsoft's new Surface Duo may be a tough sell in a locked-up economy, but we discuss why it's a bold move and the implications it could have on the Windows and Android ecosystems.
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63. When Samsung's Galaxy Meets Microsoft's World
07/08/2020 Duración: 30minIn this episode, Shawn and Ross look at Samsung's latest announcements, including its latest smartphone tour de force, the Galaxy Note 20, its attempt at Android tablet relevance with the Tab S7, and its promising preview of the next Galaxy Fold Z. Meanwhile, as the electronics giant steps up its relationship with Microsoft, we take on why its corporate-focused partner would have interest in TikTok, as well as the challenges that it and other Big Tech rivals face as they navigate the rules of Apple's app store with streaming game services.
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62. Fast Breaks: 5G, Apple, and Microsoft Teams
26/07/2020 Duración: 30minIn this episode, Shawn and Ross look at the latest developments among the major carriers' 5G rollouts, as well as how T-Mobile is keeping up its pro-consumer messaging as it retires the Sprint brand. Next, we look at Apple's opportunity to grow the Mac's share as it adds more homegrown tech form its iPad and iPhone lines. Finally, we explore Microsoft's smart marketing move in working with the NBA to have fans join basketball games via Microsoft Teams on giant displays as Microsoft's Slack competitor keeps rolling along.
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61. Trips, Chips and Memberships
11/07/2020 Duración: 34minIn this episode, Shawn and Ross look at the latest moves in the self-driving car space as Elon Musk says Tesla is close to perfecting fully autonomous cars in the wake of Amazon buying startup Zoox. Next, we look at the potential for a subscription-based Twitter and how that social network's latest moves contrast with Facebook's. Finally, as Nvidia passes Intel's market cap, we take a look at the initial benchmarks at the chips that will be powering the next generation of Macs.
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60. Apple's WWDC: Online Event, Real-World Impact
25/06/2020 Duración: 34minIn this episode, Shawn and Ross thoroughly analyze many of the announcements from WWDC, starting off with many aspects of the Mac's switch to Apple silicon. We also talk about the changes coming to iOS 14 and Apple's embrace of machine learning and algorithms in its wearable products, Apple Watch and AirPods. Finally, an updated discussion of the company's approach to privacy and how it is being unusually open to industry alliances in its smart home and car access approaches.
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59. Sony's Plans Lit; Sonos Gets Hit
16/06/2020 Duración: 27minIn this episode, Shawn and Ross look at two companies that stand to benefit from a continued emphasis on the digital home. First, Sony reveals the PlayStation 5, a major milestone that's expected to set a new standard in console graphics while testing the pockets of early adopters. We look at how the landscape is shaking out for the 2020 holiday seasons nd beyond. Meanwhile, Sonos gets slapped by Google with a countersuit to the patent infringement case that it launched against the mammoth tech company earlier this year. We offer our take on what the real threats are to Sonos and what it may mean for the future of agent technology in home audio.
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58. Up From the Abyss
06/06/2020 Duración: 34minIn 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.
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57. Twitter's Face-off with Trump
01/06/2020 Duración: 33minIn this episode, Shawn and Ross break down the feud between President Trump and Twitter, looking at my of the elements of Section 230 of the Communications Decency Act. Plus, we look at Microsoft's Fluid Framework for modular documents, evaluate a VR comeback attempt for HTC's co-founder, and discuss whether the messy launch of HBOMax will do much to hurt the service in the long term.
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56. Microsoft's Big Plans and Content's Next Celebrity
23/05/2020 Duración: 27minIn this week's episode, Shawn and Ross talk about Microsoft's announcements from this week's Build conference. We also discuss what's happening in the world of podcasts. Joe Rogan is going exclusive on Spotify while Bloomberg reports Audible is in talks to acquire celebrity podcasts and Amazon Music is preparing to add podcasts.
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55. Big Tech swoops in for acquisitions
16/05/2020 Duración: 29minIn 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.
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54. Big Tech: We’re all in this together
24/04/2020 Duración: 23minIn this episode, Shawn and Ross look at how tech companies are banding together and launching initiatives to help with the COVID-19 crisis, including Facebook’s Data for Good and Apple’s and Google’s joint efforts on a way to trace contact with individuals who have tested positive. Plus, we discuss some new initiatives that should result in dramatically better Wi-Fi and interoperability between connected gadgets in the smart home before discussing the latest rumors about Apple turning to its own chips in the Mac in the near future.
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53. COVID-19 impact on devices, apps, and e-commerce
16/04/2020 Duración: 26minIn 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.