Companies

Facebook’s antitrust challenge has arrived in the form of lawsuits from the FTC and 40 plus states. The core issue is the company’s historical approach to acquire competitors versus compete. The market’s muted response to FB shares reflects the fact…

Apple rounded out an improbably strong year of product releases with the announcement of AirPods Max and Apple Fitness+ availability. While individually these products won’t move the needle, they collectively strengthen the fabric of the company’s hardware, software, and services…

Gene and Andrew outline why Apple does product events and discuss what the future of these events (content, location, and frequency) will look like in a world in which business travel is on the decline.

Apple has a history of perfecting a playbook and then reapplying it to new parts of its business. Similar to the iPhone upgrade program, we believe, over time, Apple’s delightful hardware trade-in experience for Mac, iPad, and Watch will evolve…

Gene talks with Jason Sellers, who holds a master’s in insurance, regarding the viability of Tesla’s insurance offering.

When asked in a recent interview with Germany-based Axel Springer Media about a possible merger with a traditional car company, Elon Musk said, “I suppose if there was a friendly one, if somebody said, ‘Hey, we think it would be…

Gene and Matt Joyce (independent Tesla analyst) discuss Tesla’s upcoming $140k Model S Plaid, and why it has a place in the lineup for a company wanting to sell cars to the masses. Follow Matt on Twitter @matty_mogul.

Gene’s joined by legendary Apple analyst Horace Dediu from Asymco to discuss the sustainability of the recent surge in demand for Macs and iPads. Follow Horace on Twitter @asymco.

As the biggest EV growth market over the next decade, China represents the single largest opportunity for EV makers. The country wants its automakers to expand outside of the region and sell globally. To do that, China needs Tesla. That’s…

Apple Watch SE | $279 | Everything you need in a wearable. Storage Containers | $11 | Organize all of your cables. Brrrn Board | $299 | Get a killer at-home workout. Branch Basics Starter Kit | $59 | Everything…

While gaming has seen record engagement since the beginning of the pandemic, it hasn’t been an easy road for Microsoft and Sony more recently. Last week, the two companies released their next-generation gaming consoles, the Xbox Series X and PlayStation…

Gene’s joined by legendary Apple analyst Horace Dediu from Asymco to discuss Apple’s motivation behind recent changes to App Store commission rates. Follow Horace on Twitter @asymco.