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This piece is from Steve’s Substack, Markets + Metaverse. Microsoft’s rumored $10 billion bid for Discord would be a major win for both companies. Discord, the communication platform of choice for gamers, would find a long-term, strategic partner in Microsoft.…

Despite compounding challenges amid the Covid-19 pandemic, Apple is benefitting from the accelerating digital transformation. We rely on Apple products like never before; however, it has never been more challenging for Apple customers to discover, purchase, and set up Apple…

The following post was originally written for Doug’s blog, The Contrarian Mindset. The blog explores contrarian ideas across investing, tech, and beyond.  Earning the attention of other people is a timeless game. Winners of the attention game get a person’s…

As investors, we review thousands of company decks every year. Often times, we underweight the total addressable market (TAM) slide, given every company seems to advertise a massive TAM. We’ve lost some faith in said company’s ability to reasonably estimate…

Gene and Andrew talk about Apple’s VR ambitions following a recent media report highlighting a headset is in development.

Gene is joined by first time Tesla owner, Clay Johnston, to talk about his experience traveling over 3k miles cross-country in his Model Y and addresses range anxiety, charging and cost savings.

The shift to EVs and autonomy will take longer than most think but will be more transformative in the end than most appreciate. The “take longer than most think” dynamic has played out in the US over the past several…

Gene is joined by Rob Maurer of Tesla Daily who sets Gene straight that Tesla can make a lot of cars in 2021. Follow Rob on Twitter @TeslaPodcast and the Tesla Daily. 

Gene and former Intel chip engineer, Zheng Li, discuss why Apple’s M1 lays the groundwork for what has been elusive until now for the Mac business: long-term market share gains.

Add higher education to the list of sectors undergoing a pandemic stress test, highlighting its strengths and weaknesses. Every year, about 3.2m students graduate from high school. The percentage that enrolls in college has hovered between 65% and 70% for…

Gene and Andrew compare Apple Fitness + to Peloton, and outline why the new service will create a halo with other Apple products.

It’s hard to imagine manufacturing cars will someday have the same margins as a hardware-software tech company today. It’s equally hard to imagine how much cars will change in the next decade, from 97% gas-powered and human-directed today, to eventually…