Companies

A number of companies are going after the opportunity to disrupt residential real estate – Zillow, Opendoor, Redfin, Offerpad, Compass, Homeward, and Porch, to name a few. The reason is that residential real estate is 1) a massive, fragmented market…

For some watchers, WWDC’s keynote may have been viewed as a sleeper, given there were no new announcements that will directly impact revenue. This was generally expected, given the event is focused on developers and adding new features to tighten…

Gene’s joined by Mark Zgutowicz from Rosenblatt Securities to discuss the top three video streaming services and what they need to do to stay relevant. 

Gene and Andrew discuss the timing of Apple’s mixed reality headset and lean on pattern recognition to predict when the product is launched.

There’s a long shot Apple previews a mixed reality (MR) headset at WWDC next week. Whether or not it’s previewed doesn’t change the high probability that Apple will eventually launch an MR and AR headset. Today, AR/MR headset adoption is so…

Apple’s annual Worldwide Developers Conference (WWDC) will take place June 7-11. The event is a time for the company to preview its software updates to developers, alongside the occasional hardware update. Below we’ve outlined what we expect Apple to announce…

Gene is joined by Rob Maurer of Tesla Daily to outline the potential for a $10k Tesla tax credit. Follow Rob on Twitter @TeslaPodcast and the Tesla Daily. 

Gene and Andrew discusses what Amazon’s planned acquisition of MGM means for the company, along with the broader streaming race among big tech.

Gene is joined by independent Tesla analyst, Matt Joyce (Twitter @matty_mogul), to compare Cybertruck to the much anticipated F-150 Lightning. Worth noting that the gas powered F-150 is the top selling car/truck in the US.

Every month the National Association of Realtors reports the number of residential home sales and the median home sales price. We watch the numbers closely as we view them as directional indicators for the near-term health of the iBuying theme, in…

The podcast medium is massive, with about 40% of Americans age 12 and older listening to podcasts monthly. Apple made a brief yet important announcement related to its podcast offering at its Spring Loaded event in April: a global podcast…

Apple and Epic Games (creator of Fortnite) are in the third week of their bench trial with Judge Yvonne Gonzalez Rogers, the culmination of a feud between the two companies regarding App Store take rates and in-app purchases (IAP). As…