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.
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132. Reviewing Google I/O: search, AI, and comparing Google and Meta's approaches to device ecosystems and smart glasses
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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 i…
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131. TikTok shares its Pulse, Fortnite goes free in the cloud, and T-Mobile brings 5G home
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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 …
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130. Twitter enters the Muskaverse, Snap takes flight with the Pixy drone, and Instacart delivers its tech infrastructure
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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-pan…
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129. Elon adds Twitter, Warner Bros. Discovery subtracts CNN+, and Amazon multiplies Prime shipping vendors
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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…
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128. As Apple and Google respond to payments pressure, collaboration apps raise the bar for hybrid work
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27:03
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…
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127. Amazon's pulls in MGM Studios, the FIDO Alliance pushes away passwords, and Instagram serves up NFTs
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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 truste…
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126. Apple achieves peak performance, the U.S. contemplates crypto, and Android enters the iPhone chat
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25:33
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…
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125. Tech giants respond to the Ukraine invasion, Amazon reshuffles retail and launches Luna, and Disney+ adds ads
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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…
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124. A 3G retrospective, Spotify releases its Car Thing, and Meta's speech-generated worlds
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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. …
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123. nVidia and Intel chase cars, Google chases PCs, and we chase our Uber rider ratings
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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 bri…
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122. The iPhone takes payments, CEO shakeups at Peloton and Arm, and Microsoft's blizzard of app store promises
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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 an…
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121. The Facebook face-plant, Amazon's ascendant advertising, and Wordle for the win 121
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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 commerc…
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120. Alexa on the wall and your wrist, Redditor reactions, and Google takes influencers shopping
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31:18
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 bi…
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119. Qualcomm jump-starts a portable gaming platform as Samsung merges mobile and consumer groups
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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…
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118. Meta and Microsoft meet in the metaverse, Netflix content gets phone-friendlier, and Twitter sings the Blues
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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…
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117. Why Macs are cars, Microsoft out-metaverses Meta, and American digital services exit China
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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 …
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116. Facebook's Meta-morphosis, Big Tech reports earnings, and Jio's $87 smartphone
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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…
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115. Apple's MacBook Pro screams, Google's Tensor chip dreams, and Nvidia's new GeForce Now streams
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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'…
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114. Microsoft raises the Surfaces, Twitter tips toward creator compensation, and China's crypto ban
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We take a detailed look at Microsoft's new Surface offerings, including the Surface Laptop Studio that replaces the Surface Book, and the Surface Duo 2, the beefed-up cameras of which are poised to make the dual-screened phone competitive with flagships. Plus, social media networks TikTok and Facebook are hoping to improve search results by doing a…
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113. Apple maxes its mini, checking out Walmart+ vs. Prime, and how Discord could save Facebook
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We look at Apple's recent media event where the iPhone 13 failed to reach for the skies as Apple beefed up the Apple Watch and iPad mini. Next, we check out the progress in Walmart's shopping subscription service and look at how much of a threat it is to Amazon Prime. Finally, we discuss how Discord has bridged gaming and NFT investing, and why Fac…
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112. Facebook weaves into Wayfarers, Amazon delivers telehealth, tuition and TVs, and Google hawks hybrid hardware
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It's September, which means the start to a flurry of holiday-ready products against a backdrop of other tech company moves. In this episode, we start out assessing Facebook's stylish but functionally modest smart glasses developed with Ray-Ban. Next, we look at Amazon's many recent moves, including expanding Amazon Care, equipping more Whole Foods …
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111. Apple softens on reader apps, may tie AR efforts to iPhone. Plus, Amazon's smart TV
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In this episode, we assess the significance at Apple's latest app store concession, allowing developers of "reader" apps to link to websites for account setup and management. Plus, why Apple may be going for a hybrid approach that relies on the iPhone as it launches its first augmented reality glasses. Finally, we look at the prospects for an Amazo…
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110. When Apple throws developers a bone: The customer contact concession
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In this episode, we dig deep on Apple's token trade-off as it settles its class-action lawsuit brought by U.S. app developers, what it means for other legal and regulatory threats to the company, and what the implications could be for future Apple platform. Finally, we look at app evolution against the backdrop of how the web and Apple have changed…
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109. Facebook's metaverse escape, Google's Play payola, and Tesla's robots probably won't kill you
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35:49
The government is back in Facebook's face. We discuss the dynamics of the new category battleground as well as how its Horizon VR Workrooms advance its metaverse ambitions. Next, a look at whether Google's tactics in keeping its app store on top crossed a line. Finally, we discuss the potential of Tesla's humanoid robot. Join Shawn DuBravac of Avri…
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108. Google hypes AI prowess with Tensor chips, Tinder hooks up with group video, and Sony soars as Nintendo dives
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In this episode, we look at Google's decision to leave the Qualcomm fold as the maker of struggling Pixel phones hopes to boost its fortunes by boosting AI capabilities with custom silicon even as Qualcomm-loyal Xiaomi reaches new heights of success. Plus, how Match Group adding group video to its dating sites marks the latest in social app functio…
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107. Alexa's ambient aspirations, Zoom at your service, and Netflix games on the go
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26:32
This week's Alexa Live event was filled with announcements about Amazon's agent, including a push beyond voice and a way for developers to sell skills and products. We discuss why it could be the most significant change for Alexa yet. Plus, Zoom takes on its first vertical in a big customer service vendor acquisition, and Netflix will start its pus…
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106. Live. From the cloud. It's Windows! Plus, Netflix is getting game and Twitter sinks its fleets
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We discuss what impact Microsoft easing cloud access to Windows could have on security and the PC market. Meanwhile, Netflix' huge app installed base could provide an advantage as it jumps into the streaming game market. Finally, we look at why Twitter ended its experiment with ephemeral content via fleets. Join Shawn DuBravac of Avrio Institute an…
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105. Big Tech battles in China and the U.S., TikTok could become LinkedIn for millennials, and Qualcomm makes its dream phone
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38:01
China's taking a different approach to reeling in its biggest tech successes than the U.S. Meanwhile, TikTok continues continues to stretch its service into new realms with video resumes. And Qualcomm partners with ASUS to launch a phone for a technology showcase. Is it the start of a successor to Google's failed Nexus program? Join Shawn DuBravac …
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104. Facebook pwns the FTC, Instagram vs. TikTok, and teaming up against Teams
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As Facebook's court win against the FTC dredges up limitaitons of antitrust laws, Instagram chases TikTok, which is chasing YouTube. Meanwhile, in less entertaining applications, Salesforce, now armed with Slack, may be driving an alliance with Amazon and Dropbox to take on rival Microsoft as Windows 11 integrates Teams. Join Shawn DuBravac of Avri…
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103. Microsoft opens the Windows, Mozilla lets you donate your privacy to science, and Google gets FLoCblocked
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Windows 11 goes beyond a makeover to challenge Apple. Meanwhile, Mozilla and others are providing new options for privacy choices as Google tries to bake up a new post-cookie future. 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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102. Privacy, platforms, and profit potential at WWDC, streaming game services seek out devices
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32:38
Join Shawn DuBravac of Avrio Institute and Ross Rubin of Reticle Research as they provide insights into the biggest tech stories, including: —What a continuing privacy push and deeper health focus at WWDC say about Apple's evolution —Whether Google and Microsoft can take their streaming game services to the next level with popular device integratio…
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101. nVidia's AI gauntlet, Twitter tells us the weather, and Huawei hatches HarmonyOS
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38:17
Join Shawn DuBravac of Avrio Institute and Ross Rubin of Reticle Research as they provide insights into the biggest tech stories, including: —what the Computex announcements from nVidia and AMD mean for the future of graphics acceleration and AI —why Twitter's bet on collectives could prove stickier for creators than Substack —how Huawei might win …
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100. Our first guest: Peter Rojas on Epic vs. Apple, Amazon buys MGM, and Nintendo's next Switch
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Who's keeping it 💯? We are as we celebrate our 100th episode with our first-ever guest: Betaworks partner and tech media pioneer Peter Rojas to share his fascinating take on the Apple-Epic lawsuit, the evolution of the creator economy, and all things social gaming. Plus, join Shawn DuBravac of Avrio Institute and Ross Rubin of Reticle Research as w…
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99. Google I/O from privacy to sci-fi, Spotify's audio turf grab, and Snap snaps up AR tech
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Join Shawn DuBravac of Avrio Institute and Ross Rubin of Reticle Research as they provide insights into the biggest tech stories, including: —analysis of the far-ranging announcements at Google I/O, including a privacy approach shift, new Workspace features, natural language leaps, and holographic conferencing —how Spotify is waging a two-front war…
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98. iPhone users opt out of tracking, Google stares down Roku, and Windows 10x gets axed
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21:37
Join Shawn DuBravac of Avrio Institute and Ross Rubin of Reticle Research as they provide insights into the biggest tech stories, including: —how Facebook is reacting to iPhone users' overwhelming tracking opt-out. —why Roku is cornered as it negotiates with Google over YouTube —whether Microsoft has learned an important lesson by canceling Windows…
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97. Facebook's Oversight Board punts, Twitter adds to subscription portfolio, and the push to extend Moore's Law
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Join Shawn DuBravac of Avrio Institute and Ross Rubin of Reticle Research as they provide insights on the biggest tech stories, including: —what the outcome of Facebook's Oversight Board means for the future of the the site's governance —how the latest Twitter acquisitions and features are fueling its push into in the creator economy —the innovatio…
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96. Apple's sales boom, Instagram's Clubhouse features, and Samsung's strengthening ecosystem
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24:46
Join Shawn DuBravac of Avrio Institute and Ross Rubin of Reticle Research as they provide insights on the biggest tech stories, including: —whether Apple's earnings reveal continued pandemic demand or more generational change drivers as 5G expands —how Facebook continues to seek business diversification via a Clubhouse-like Instagram mode, a greate…
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95. The iPad gets the Mac's brain, AirTags find Tile's market, and Google fights for FloC
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Join Shawn DuBravac of Avrio Institute and Ross Rubin of Reticle Research as they provide insights on the biggest tech stories, including: —whether Apple's new iMac and iPad mean can boost demand for desktops and powerful tablets —how Apple's new AirTags product stacks up to competition from Tile as regulatory scrutiny increases —how Facebook and G…
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94. Microsoft buys Nuance, Apple's TV tech, and Jeff Bezos' swan song
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27:54
Join Shawn DuBravac of Avrio Institute and Ross Rubin of Reticle Research as they provide insights on the biggest tech stories, including: —what Microsoft's purchase of Nuance Communications means for healthcare and beyond —how Apple's rumored HomePod extensions could transform the TV experience —how Jeff Bezos' final shareholder letter lays out a …
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93. Apple and Epic in court, Clubhouse's Twitter retort, and Best Buy's subscription support
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31:41
Join Shawn DuBravac of Avrio Institute and Ross Rubin of Reticle Research as they provide insights on the biggest tech stories, including: —how the Mac has become a pawn in the battle between Epic Games and Apple reaches trial --what are the next steps for Clubhouse as its valuation reaches what Twitter tried to buy it for ---how Best Buy can optim…
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92. Intel builds up, Medium slims down, and Apple downplays app store dominance
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33:56
Join Shawn DuBravac of Avrio Institute and Ross Rubin of Reticle Research as they provide insights on the biggest tech stories, including: ---how Intel is positioned in its bold new move to ramp up its own, and others', chip production ---why Medium decided to pivot yet again in the evolving web media landscape —how Apple is trying to position the …
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91. Sony and Facebook get a grip, social networks jump into audio and newsletters, and the "I'm a Mac" guy switches sides
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36:47
Join Shawn DuBravac of Avrio Institute and Ross Rubin of Reticle Research as they provide insights on the biggest tech stories, including: ---how Sony and Facebook are defining control of extended reality with controllers and wearables ---whether Facebook's curtailing of groups can help improve its user experience as it and Twitter take on Substack…
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90. The iPhone mini hits the 5G wall, NFTs conquer the art world, and YouTube meets the boob tube
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19:56
Join Shawn DuBravac of Avrio Institute and Ross Rubin of Reticle Research as they provide insights on the biggest tech stories, including: --why Apple's iPhone mini hasn't lived up to the lofty success of other iPhone 12 models ---the latest on non-fungible tokens' (NFT) impact on the art world and digital assets —why YouTube and YouTube TV are mak…
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89. Microsoft Meshes us into VR, smartwatch sales flatten out, and Square and Qualcomm make musical moves
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23:16
Join Shawn DuBravac of Avrio Institute and Ross Rubin of Reticle Research as they provide insights on the biggest tech stories, including: ---whether Microsoft can holoport customers to VR collaboration with its new Mesh offering —how Square hopes its investment in Tidal brings music to the Street's ears and how Qualcomm hopes to drown out Apple's …
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88. Facebook praises ads, TV OS wars hit prime time, and Fry's meets its demise
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24:36
Join Shawn DuBravac of Avrio Institute and Ross Rubin of Reticle Research as they provide insights on the biggest tech stories, including: —whether Facebook's make a better case against Apple that people want personalized advertising ---how Google and LG are ramping up their smart TV operating systems to take on Samsung and Roku —what the passing o…
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87. Facebook battles Australia, Chrome OS surpasses macOS, and Amazon Invents Kickstarter
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26:52
Join Shawn DuBravac of Avrio Institute and Ross Rubin of Reticle Research as they provide insights on the biggest tech stories, including: —how Facebook's battle with Australia sets up another contrast with Google's conflict avoidance ---what implications Chrome OS passing macOS has for both Apple and Microsoft —why Amazon is perfectly suited for i…
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86. Cuban clubs Clubhouse, Salesforce quits its day job, and TikTok winds down the clock
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Join Shawn DuBravac of Avrio Institute and Ross Rubin of Reticle Research as they provide insights on the biggest tech stories, including: —how the race to compete with surging Clubhouse fits in with social media revenue diversification ---how Salesforce has boosted Slack's promise by declaring the death of 9-to-5 —what the TikTok policy change cou…
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85. Bezos says bye, Google reels in Stadia, and Apple drives toward the future
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29:43
Join Shawn DuBravac of Avrio Institute and Ross Rubin of Reticle Research as they provide insights on the biggest tech stories, including: —what we can expect from the CEO transition at Amazon ---what game development studio closures mean for Google's Stadia service. —the takeaways from the latest Apple augmented reality and car rumors Get deeper o…
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84. Redditors pump GameStop as Facebook plans to take on a surging Apple
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Join Shawn DuBravac of Avrio Institute and Ross Rubin of Reticle Research as they provide insights on the biggest tech stories, including: —what impact the Reddit-fueled GameStop run-up has for algorithmic investing ---what contributed to Apple's record-breaking quarter —why Facebook is moving toward war with Apple but Google is not Get deeper on t…
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83. Biden and Big Tech, IDing Rioters, and Apple's VR Pivot
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Join Shawn DuBravac of Avrio Institute and Ross Rubin of Reticle Research as they provide insights on the biggest tech stories, including: —what Biden administration policies and priorities will mean for tech companies —how a website identifying faces from the Capitol riot has implications for privacy --what Apple gains and loses if it pursues a VR…
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