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Thu. 07/29 – Vaccine Mandates For Big Tech? Jul 29, 2021

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Tech companies dip their toes into vaccine mandate waters. Facebook in so many words says Apple’s privacy changes are about to impact earnings. Will Didi take itself private again to please the Chinese government? Is Peacock doing better than I at least thought? And a crypto startup is sliding into the biggest growth market I’ve seen in this space yet.

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Wed. 07/28 – Earnings Bonanza Jul 28, 2021

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Apple reports earnings but warns of component shortages. Microsoft set profit records but noted shortage materially affected some divisions. Alphabet had good earnings too, but the real story there is YouTube. About the staff walkout at Activision Blizzard. Is Apple asking leakers to snitch on their sources? And an interesting raise to do next generation search on iOS.

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Apple’s iPhone hot streak is going to run into the global chip shortage (CNBC)
Xbox hardware sales spike 172% as Microsoft reports $3.7B in quarterly gaming revenue (GeekWire)
YouTube Q2 Ad Revenue Hits Record $7 Billion as Alphabet Trounces Estimates (Variety)
Taiwan Greenlights TSMC's 2nm Fab: Coming Online in 2024 ~ 2025 (Tom's Hardware)
Activision CEO Apologizes After Employees Threaten to Walk Out (Bloomberg)
Apple Tells Leaker to Snitch on Sources or It Will Report Them to the Police (Motherboard)
Brain Technologies raises $50M+ for the launch of Natural, a natural language search engine and 'super app' (TechCrunch)

Tue. 07/27 – No More Hedging. Tesla Truly Profitable. Jul 27, 2021

Show notes

Tesla is profitable beyond all caveats and hedges. Intel continues to telegraph its turnaround plans. Tangible numbers of the Chinese tech carnage. Instagram changes the rules for teens on the platform. And what are Facebook’s ultimate designs on building a Metaverse?

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Tesla finally made a profit without the help of emission credits (The Verge)
Tesla records $23 million in bitcoin-related impairments after cryptocurrency’s second-quarter plunge (CNBC)
Intel to build Qualcomm chips, aims to catch foundry rivals by 2025 (Reuters)
Apple releases fix for iOS and macOS zero-day, 13th this year (The Record)
China Crackdown Makes Hong Kong Index World’s Biggest Tech Loser (Bloomberg)
Instagram's new protections for teens come as experts say tween venture poses big risks (NBC News)
Facebook announces Metaverse product group headed by Instagram VP Vishal Shah (Protocol)
Element bolsters decentralized team messaging with $30M raise (VentureBeat)

Mon. 07/26 – What The Heck Is Happening In China? Jul 26, 2021

Show notes

Is the DOJ probing Tether for bank fraud? When might FaceID come to the Mac? What do leaked photos tell us about the next Surface Duo? And I will spend the entire second half of the show trying my best to explain the seeming tech apocalypse happening in China right now.

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Tether Executives Said to Face Criminal Probe Into Bank Fraud (Bloomberg)
Leaders in Cryptocurrency Industry Move to Curb the Highest-Risk Trades (NYTimes)
Gurman: Face ID on the Mac Coming Within a 'Couple of Years' (MacRumors)
Leaked Surface Duo 2 photos reveal new triple camera system (The Verge)
China Bans For-Profit School Tutoring in Sweeping Overhaul (Bloomberg)
China’s education sector crackdown hits foreign investors (Financial Times)
Why is China smashing its tech industry? (Noahpinion.substack.com)

(Spc Cst) The Zoom Platform Road Map With @ross Jul 24, 2021

Show notes

Plus, the Hyper fund from Product Hunt, Automattic's acquisition game, and Twitter tests downvotes?

Fri. 07/23 – Alphabet’s New Moonshot Company: Intrinsic Jul 23, 2021

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Alphabet has a new moonshot company. Existing Big Bet DeepMind might have had a big breakthrough. Why Snap and Twitter are sharing an earnings narrative right now. Hint: it’s cause they’re growing again. And, of course, the Weekend Longreads Suggestions.

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Weekend Longreads Suggestions:

What Ever Happened to IBM’s Watson? (NYTimes)
Startup Claims Breakthrough in Long-Duration Batteries (WSJ)
The Novel Material That’s Shrinking Phone Chargers, Powering Up Electric Cars, and Making 5G Possible (WSJ)
Robotaxis: have Google and Amazon backed the wrong technology? (Financial Times)

Thu. 07/22 – Downvote This Tweet Jul 22, 2021

Show notes

Twitter is testing downvotes. Tumblr gets into the subscription game. Google unveils a unified backup service for Android. Is HBO Max leading the pack of followers in the musical chairs streaming wars contest? The FTC is getting serious about right to repair. And let me introduce you to the Airbnb for back yard swimming pools.

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Twitter for iOS begins testing dislike button for some users (9to5Mac)
Clubhouse is no longer invite-only (The Verge)
Tumblr Introduces Paid Subscription Tool to Woo Younger Bloggers (WSJ)
‘Backup by Google One’ is Android’s new unified backup system (9to5Google)
China Weighs Unprecedented Penalty for Didi After U.S. IPO (Bloomberg)
HBO Max and HBO Gain 2.8 Million Subscribers in Q2, AT&T Raises Year-End Target for Streaming Service (Variety)
FTC pledges to fight unlawful right to repair restrictions (The Verge)
An ‘Airbnb for Pools’ Is Making a Splash This Summer (WSJ)

Wed. 07/21 – Is The Narrative Turning On Netflix? Jul 21, 2021

Show notes

Netflix’s growth has hit a wall, and so here come the games. What to do about a problem like those NSO hacks? Samsung’s next Unpacked event is announced. One of the biggest crypto raises of all time. And will Apple ever join the Android ecosystem and kill off SMS once and for all?

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Netflix’s gaming expansion starts with mobile (The Verge)
On the list: Ten prime ministers, three presidents and a king (Washington Post)
A case against security nihilism (Matthew Green)
Samsung will announce new foldables on August 11 (TechCrunch)
Biden Names Tech Foe Jonathan Kanter as DOJ Antitrust Chief (Bloomberg)
Zoom announces general availability of Zoom Apps and its new virtual events platform (ZDNet)
Crypto Exchange FTX Valued at $18 Billion in Funding Round (WSJ)
YouTube’s newest monetization tool lets viewers tip creators for their uploads (TechCrunch)
Verizon is also switching to Android Messages as default for RCS (The Verge)

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Tue. 07/20 – Apple Once More The Canary In The Covid Coal Mine? Jul 20, 2021

Show notes

Apple puts a pause on its return to the office plans. Rumors of a new iPad mini redesign. Product Hunt launches an investment fund. If you want a tool to see if you’ve been pwned by NSO’s Pegasus software, I’ve got you. And Bezos in space…

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Apple Delays Office Return by At Least a Month as Covid Spikes (Bloomberg)
Exclusive: Apple planning redesigned iPad mini with A15 processor, USB-C port, more (9to5Mac)
Hyper is a new fund that offers $300k checks and promise of a media slingshot for founders (TechCrunch)
DuckDuckGo launches new Email Protection service to remove trackers (The Verge)
Edward Snowden calls for spyware trade ban amid Pegasus revelations (The Guardian)
'Best day ever': Jeff Bezos, Blue Origin rocket touch down after historic spaceflight (USAToday)

Mon. 07/19 – NSO Group (Allegedly) Pwning Everyone Jul 19, 2021

Show notes

The NSO Group is back in the headlines, and it’s maybe, the worst allegations of hacking for hire yet. The US and NATO blame China for the Exchange Server hacks. Does iOS now split the market with Android, at least in the US? And is Tesla charging customers for hardware they already paid for?

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