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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 and beyond.
132 Episodes
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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.
In this episode Shawn and Ross look at two major forces expected to loom large at the annual CES technology event next week. First, we look at the latest AI medical milestone as software outperforms radiologists in detecting breast cancer. Next, it's on to 5G where we take on Samsung's progress report and discuss long-term implications for the next generation network in PCs and far beyond.
We take a comprehensive look at the announcements in search, AI, and hardware and how it's all coming together at Google I/O. We also take another look at the ecosystem approaches of Google versus Meta, including both companies' pitches on design and value.
Join Shawn DuBravac of Avrio Institute and Ross Rubin of Reticle Research as they dig deep into tech news in every episode of Techspansive!
131. As we await the role of advertising in post-Musk Twitter, we talk about the implications of TikTok matchmaking advertisers and stars and sharing ad revenue with TikTok Pulse. Meanwhile, pandemic breakout Cameo is cutting back. Next, Microsoft and Epic Games are teaming up to bring Fortnite back to iOS and other major platforms via a free tier of Game Pass. We discuss the implications for cloud gaming and the free-to-play model. Finally, we look at how T-Mobile is putting 5G to the test with its new fixed wireless broadband service and whether it can pull off the same level of disruption as it has in mobile.
Join Shawn DuBravac of Avrio Institute and Ross Rubin of Reticle Research as they dig deep into tech news in every episode of Techspansive!
As Elon Musk moves closer to acquiring Twitter, we discuss the role that it could play in his portfolio and how it may compete for his heavily divided attention. Next, we zoom out to the big picture of Snap's new Pixy drone and whether it can take off where the selfie stick left off. Finally, we check out how Instacart is responding to the post-pandemic drop-off and growing competition by taking a page from Amazon's book and becoming an infrastructure vendor.
Join Shawn DuBravac of Avrio Institute and Ross Rubin of Reticle Research as they dig deep into tech news in every episode of Techspansive!
As Elon Musk was gearing up to purchase Twitter, we discussed some of the changes we might see as the pioneering social network joins his impressive portfolio of companies. Plus, we look at what the streaming video shakeout means in light of Netflix's subscriber loss and the axing of CNN+ by Warner Bros. Discovery Finally, as Amazon extends Prime's original shipping benefit to third parties with Buy With Prime, we look at what the new program and Amazon's supply chain investments mean for its status as a tech vendor, its customers, and its epic battle with Walmart.
Join Shawn DuBravac of Avrio Institute and Ross Rubin of Reticle Research as they dig deep into tech news in every episode of Techspansive!
In this episode, we dive deep into the contrast between how Apple and Google have responded to regulatory pressure as Google experiments with letting Spotify use alternative payment schemes for its apps. Plus, we discuss why Apple and Google have shuffled their apps for acquiring video content. Finally, as Zoom embraces avatars, we look at the bevy of announcements from collaboration vendors such as Cisco's Webex and Microsoft Teams as the realities of hybrid work set in.
Join Shawn DuBravac of Avrio Institute and Ross Rubin of Reticle Research as they dig deep into tech news in every episode of Techspansive!
With Amazon finalizing its acquisition of MGM Studios, we dive into what the studio assets can do for the retail and cloud giant, why the acquisition evaded regulatory challenges, and how the content fits into adjacent Amazon moves in content, advertising, and devices. Plus, a look at moves by the FIDO Alliance to use our ordinary devices as trusted identification sources as one of several initiatives moving us toward the passwordless future. Finally, we look at Mark Zuckerberg's announcement that Instagram will enable creators to mint NFTs on the platform and how that could fit into the metaverse plans of Meta and others.
Join Shawn DuBravac of Avrio Institute and Ross Rubin of Reticle Research as they dig deep into tech news in every episode of Techspansive!
Apple's Peek Performance event featured a new iPhone, iPad, and a surprising new Mac, but it was Apple's silicon prowess that was at center stage. We talk about how Apple continues to set the industry agenda with the M1 as the Mac Pro and M2 wait in the wings. Plus, we discuss President Biden's executive order establishing a cross-government effort to examine the impact of cryptocurrency and the potential of a digital dollar. Finally, we look at a significant update to Android and key Google apps months ahead of Google I/O brings many welcome features, including removing some of the "green bubble" stigma.
Join Shawn DuBravac of Avrio Institute and Ross Rubin of Reticle Research as they dig deep into tech news in every episode of Techspansive!
The Russian invasion of Ukraine has set off reactions from tech companies that range from misinformation blocking campaigns to pulling out as suppliers. We look at the impact of the response in terms of its impact both on the industry and their target. Plus, Amazon shutters some of its first retail stores as it pushes deeper into groceries with the first Whole Foods stores featuring its cashierless tech. We look at what it means for Amazon Go as well as look at how its Luna gaming service fits into its online subscription efforts. Finally, as Netflix acquires a strategically important game developer, Disney gets more aggressive with plans for an ad-supported Disney+ tier. We look at what could be next for its content bundles.
Join Shawn DuBravac of Avrio Institute and Ross Rubin of Reticle Research as they dig deep into tech news in every episode of Techspansive!
With AT&T becoming the first of the major U.S. carriers to start shutting down its 3G network, we look back at the advances that the network gave rise to and how its capabilities compared to the shifts of 4G and 5G. Plus, Spotify releases its first device: Car Thing, a thin touchscreen designed to ease access to its phone-based service in the car. We offer our take on its goals and potential. Finally, Meta continues its string of tantalizing demos with its mashup of VR and AI. We look at the potential for speech as the ultimate natural interface for artificial reality.
Join Shawn DuBravac of Avrio Institute and Ross Rubin of Reticle Research as they dig deep into tech news in every episode of Techspansive!
We check in on nVidia's earnings and progress in gaming and data center applications and other sources of growth and discuss announcements from Intel's Investor Day, where the CPU giant announced its intent for a stronger push into automotive. Plus, we look at Chrome OS Flex as the latest incursion of Google onto the PC as both it and Microsoft bring Android apps to Windows. Finally, we check out the new Uber feature that allows you to break down your ratings and find that we've been model rideshare customers... mostly.
Join Shawn DuBravac of Avrio Institute and Ross Rubin of Reticle Research as they dig deep into tech news in every episode of Techspansive!
Closing the loop on Apple Pay, Apple announces that it will enable the iPhone to take contactless credit card payments. We look at who could benefit as progress against the pandemic continues. Plus, the company adds to its measures to prevent AirTags-based stalking. Next, we look at the CEO transitions following the financial fortunes at Peloton and Arm's breakup with Nvidia, discussing the path forward for those companies. Finally, we look at Microsoft doubling down on its disruptive app store principles as it seeks to cut off scrutiny into its acquisition of Activision Blizzard as Big Tech monopoly evaluation evolves
Join Shawn DuBravac of Avrio Institute and Ross Rubin of Reticle Research as they dig deep into tech news in every episode of Techspansive!
As Meta points us toward the future, investors slapped the company for its ad revenue shortfall and discouraging forecast, particularly in light of strong quarters from Alphabet and Snap, as the company again turns to Instagram to battle a challenger in TikTok. We discuss why the metaverse is so important to Meta as Amazon builds on its own commerce site to become the #3 digital advertising platform. Finally, we offer a few reasons why The New York Times purchase of Wordle might not result in screams of four-letter words.
Join Shawn DuBravac of Avrio Institute and Ross Rubin of Reticle Research as they dig deep into tech news in every episode of Techspansive!
As the gift-giving season is upon us, Amazon's device group is going big... and small. We share thoughts on the significance of the Echo Show 15 as well as the Halo wearable. Plus, we took at why the Reddit community has concerns about the company's filing to go public and how Google's easy storefront play Qaya allows the company to squeeze into bios on Instagram, TikTok, and, of course, its own YouTube.
Join Shawn DuBravac of Avrio Institute and Ross Rubin of Reticle Research as they dig deep into tech news in every episode of Techspansive!
At Qualcomm's Snapdragon Summit, the chip giant announced a collaboration with Razer to launch a new category by merging high-end smartphone gaming with physical game controls. The resulting reference design is designed to inspire a new category to steal thunder from the Nintendo Switch and shave off a slice of the hardcore mobile gaming market. We analyze whether the move rekindles the convergence vs. standalone device debate. Meanwhile, in another kind of merging, Samsung is bringing together its mobile and consumer electronics groups as its competitive landscape changes. We dig into whether the move can boost the company's ecosystem strength
Join Shawn DuBravac of Avrio Institute and Ross Rubin of Reticle Research as they dig deep into tech news in every episode of Techspansive!
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.
Join Shawn DuBravac of Avrio Institute and Ross Rubin of Reticle Research as they dig deep into tech news in every episode of Techspansive!
We discuss Apple's take on why the perpetually exposed iPhone must remain closed to sideloaded apps while the Mac is open to them. Pus, 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.
Join Shawn DuBravac of Avrio Institute and Ross Rubin of Reticle Research as they dig deep into tech news in every episode of Techspansive!
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.
Join Shawn DuBravac of Avrio Institute and Ross Rubin of Reticle Research as they dig deep into tech news in every episode of Techspansive!
Apple's new MacBook Pros take full advantage of the company's new M1 Pro chips. We dig into how the company presented the performance as well as how the company is coming is reaching key price points with various models. Plus, Google also played up its Tensor chip in giving its Pixel 6 phones some impressive new capabilities. We discuss whether it's enough to translate into higher sales and where else the company's custom silicon might show up. Finally, we look at the updated version of nVidia's GeForce Now gaming service and how it further blurs the line between streaming and local gaming in creating the most impressive streaming experience yet.
Join Shawn DuBravac of Avrio Institute and Ross Rubin of Reticle Research as they dig deep into tech news in every episode of Techspansive!
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