『The Big Tech Podcast with Fexingo: Apple, Google, Microsoft, Meta, and Amazon News』のカバーアート

The Big Tech Podcast with Fexingo: Apple, Google, Microsoft, Meta, and Amazon News

The Big Tech Podcast with Fexingo: Apple, Google, Microsoft, Meta, and Amazon News

著者： Fexingo
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Every trading day, Lucas and Luna dissect the market-moving stories emerging from the five most valuable companies on earth. This is not a recap of product launches or earnings calls; it's a forensic look at how Apple, Google, Microsoft, Meta, and Amazon shape the economy, competition, and regulation. Lucas brings a journalist's habit of tracking the long arc of antitrust battles, supply-chain shifts, and AI investment cycles, while Luna pushes him on the strategic trade-offs behind each headline—like why a cloud margin dip matters more than a phone shipment beat. Their conversations are built on specific numbers: market caps, R&D spend as a percentage of revenue, regulatory fines in euros versus dollars, and the actual language of SEC filings. The listener is someone who reads the tech section not for gadget reviews but for the power dynamics—someone who wants to understand how a single EU Digital Markets Act ruling can ripple through a trillion-dollar supply chain. No hot takes, no stock tips, just the structural story beneath the news. By the end of each episode, you'll have a sharper map of who's winning, who's defending, and what the next catalyst might be—not a prediction, but a framework for watching the game yourself. #BigTech #Apple #Google #Microsoft #Meta #Amazon #TechRegulation #Antitrust #CloudComputing #AIInvestment #DigitalMarketsAct #SupplyChain #SECFilings #TechEarnings #Business #FexingoBusiness #BusinessPodcast #Technology Keep every episode free: buymeacoffee.com/fexingo© 2026 Fexingo. All rights reserved. 経済学
エピソード
  • Why Big Tech Is Fighting Over Underground Fiber Routes

    Why Big Tech Is Fighting Over Underground Fiber Routes
    2026/07/21
    Lucas and Luna explore the escalating scramble for dark fiber — the physical fiber-optic cables that underpin cloud computing, AI training, and streaming. With Alphabet down 6.4% over the past five days and Meta sliding 5.5%, the conversation turns to what happens when big tech's insatiable bandwidth demand collides with limited underground conduit space. Lucas explains how companies like Google and Microsoft are buying up decades-long leases on unused fiber lines, sometimes paying millions per mile just to secure low-latency routes between data centers. Luna brings in a surprising angle from the recent Sila battery materials factory announcement — comparing fiber scarcity to supply-chain bottlenecks in other industries. The hosts discuss why traditional telecoms are now big tech's landlord, how private fiber consortiums are forming, and what this means for smaller cloud providers. No hot takes, just the physical infrastructure story that most tech coverage ignores. #DarkFiber #BigTechInfrastructure #NetworkBuildout #CloudComputing #AIInfrastructure #Google #Microsoft #Meta #Alphabet #FiberOptic #Telecom #DataCenters #Investing #Technology #FexingoBusiness #BusinessPodcast #TechTrends #InfrastructureInvesting Keep every episode free: buymeacoffee.com/fexingo
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    8 分
  • How Big Tech Is Training AI on Your Gaze

    How Big Tech Is Training AI on Your Gaze
    2026/07/21
    This episode of The Big Tech Podcast dives into how Apple, Google, and Meta are using eye-tracking data to train AI models. Lucas and Luna break down a new Apple patent that turns gaze patterns into training signals for on-device AI assistants. They discuss the privacy implications, citing Apple's recent privacy push and Meta's smart glasses data collection. With Apple stock up 3.7% this week and Meta down 2.3%, the hosts explore how eye-movement data could become the next frontier in personalized AI — and who owns that information. #Apple #Google #Meta #EyeTracking #GazeData #AITraining #Privacy #Patent #SmartGlasses #OnDeviceAI #Technology #BigTech #Podcast #FexingoBusiness #BusinessPodcast #TechPodcast #AI #DataPrivacy Keep every episode free: buymeacoffee.com/fexingo
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    7 分
  • How Big Tech Is Making AI Agents Pay for Themselves

    How Big Tech Is Making AI Agents Pay for Themselves
    2026/07/20
    In this episode of The Big Tech Podcast, Lucas and Luna explore a surprising turn in the AI arms race: Big Tech's push to make AI agents revenue-generating from day one. With Microsoft up 4.5% in the last five days and Apple up 3.7%, Lucas examines how both companies are embedding transactional capabilities into their AI assistants, from Microsoft's Copilot Dynamics for enterprise workflows to Apple's rumored 'Proactive Siri' that can complete purchases. Meanwhile, Meta and Alphabet have seen dips, raising questions about who wins the agent monetization race. The hosts break down the specific strategies, including per-agent SaaS pricing, in-app purchase kickbacks, and advertising within agent interactions. They also discuss a $30 million raise by startup Natural to build payment infrastructure for AI agents—a sign that the infrastructure layer is heating up. The episode closes with a look at what this means for the next wave of productivity and consumer spending. #AI #BigTech #Apple #Microsoft #Meta #Alphabet #Amazon #AIagents #Monetization #SaaS #Payments #Natural #Productivity #TechPodcast #FexingoBusiness #BusinessPodcast #Fexingo #TheBigTechPodcast Keep every episode free: buymeacoffee.com/fexingo
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    7 分
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