『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
  • How Google Is Rewriting the Economics of Cloud Compute

    How Google Is Rewriting the Economics of Cloud Compute
    2026/06/05
    Lucas and Luna dig into the jaw-dropping news that Google is paying SpaceX $920 million per month for compute capacity. The conversation explores what this deal says about the AI infrastructure arms race, why Google's cloud strategy differs from Amazon and Microsoft, and whether this kind of spending is sustainable. They also connect the dot to Amazon's recent 5.8 percent weekly decline and the broader selloff in tech ETFs like XLK and IGV. A smart, concrete look at the hidden cost of keeping AI models running. #Google #SpaceX #CloudComputing #AIInfrastructure #ComputeCosts #BigTech #Alphabet #AWS #Azure #DataCenters #AIArmsRace #TechSpending #XLK #IGV #FexingoBusiness #BusinessPodcast #Technology #CloudEconomics Keep every episode free: buymeacoffee.com/fexingo
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    8 分
  • How Amazon Is Quietly Becoming a Logistics Juggernaut

    How Amazon Is Quietly Becoming a Logistics Juggernaut
    2026/06/05
    Amazon's logistics network now ships more packages than FedEx and UPS combined in some regions. Lucas and Luna explore how the company built a $50 billion shipping business from scratch, why it matters for rivals, and what the recent 6% dip in Amazon stock tells us about investor concerns. With specific numbers from earnings and delivery data, they unpack the competitive dynamics and long-term implications for the shipping industry. #Amazon #Logistics #Shipping #FedEx #UPS #Ecommerce #SupplyChain #BusinessStrategy #Technology #Fulfillment #AmazonStock #Investing #Retail #Competition #FexingoBusiness #BusinessPodcast #TechNews #Podcast Keep every episode free: buymeacoffee.com/fexingo
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    9 分
  • Apple Approves First AI Agent on Messages for Business

    Apple Approves First AI Agent on Messages for Business
    2026/06/04
    Apple quietly approved Poke as the first AI agent on its Messages for Business platform, a move that could reshape how brands interact with customers via iMessage. Lucas and Luna break down what Poke does, why Apple typically keeps its messaging platform locked down, and how this opens the door for more AI-powered commerce through Apple's ecosystem. They also discuss what this means for competitors like Google's Business Messages and Meta's WhatsApp Business API, and why Apple's controlled rollout might be smarter than the free-for-all approach elsewhere. With Microsoft's stock down nearly 5% in the last week and Amazon off over 6%, they touch on how the AI messaging play could become a new revenue vector for the big tech platforms. Specific, grounded, no hype. #Apple #AI #MessagesForBusiness #Poke #iMessage #BusinessMessaging #CustomerExperience #BigTech #TechNews #Podcast #Business #Technology #FexingoBusiness #BusinessPodcast #AIinBusiness #AppleEcosystem #MessagingPlatform #DigitalCommerce Keep every episode free: buymeacoffee.com/fexingo
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    7 分
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