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Takeaways: Microsoft’s blog post outlined their view that app stores should be open to multiple payment options. This puts the philosophy of both Microsoft and Epic at odds with Apple’s. Putting together a series of recalls and announcements surfaces the…

Takeaways: • Good news for Peloton: they just hired a world-class CEO. The stock has been all over the place, which begs the question — How do you invest in rocket ships, not rollercoasters? • Apple invests in Apple Pay options…

Gene, Andrew and Doug discuss: • A couple big announcements from Meta, including Peter Thiel’s resignation and the company’s threats against the European Court of Justice to withdraw its products. The Peter Thiel news is a non-event, but wouldn’t it…

A look back — Tesla’s latest recall and Ford’s Q4 results. A look forward — Take-Two to report Q3 earnings on Feb. 7, and what we think will be the biggest upgrade in the history of gaming.

Takeaways: The urgency around acquiring gaming content has accelerated after Microsoft (MSFT-ATVI) and Take Two (TTWO-ZNGA) mega-deals. Expect more gaming M&A over the next year. Joe Rogan and Neil Young/Joni Mitchell is the latest in a string of disputes on…

Gene and Doug share their thoughts on: Last week’s earning reports from MSFT, AAPL and TSLA. The takeaway is that the bar remains high for Big Tech. A preview of upcoming earning calls from GOOGL (Feb. 1), FB (Feb. 2),…

I’ve seen a lot of Apple quarters. So many that the countless impressive ones blur together. I’m trying to guard against recency bias but I still believe this one was memorable. Not just because the December quarter and March outlook…

Gene and Andrew discuss Apple’s results, which given the overall environment are memorable even by Apple quarter standards. Bottom line: Apple’s December quarter and March outlook are impressive on all metrics. We should not be surprised. When you build the…

Gene and Doug have different perspectives on how the Tesla story will play out over the next decade.

Takeaways: The Tesla insurance card can now be added to Apple Wallet. The seemingly insignificant integration speaks to the fact that many Tesla owners are also iPhone owners. No surprises here, don’t expect any more software tie-ins between the companies…

Takeaways: Volatility continued in the markets in anticipation of the upcoming Fed commentary on Jan. 26. The Fed can make this easy for investors on Wednesday by removing the uncertainty around timing and slope of upcoming rate increases. All in, we…

Peloton reported preliminary December results, essentially in line with expectations. Takeaways: Peloton’s customer loyalty improved QOQ and the company continues to have some of the highest subscriptions in the industry. Peloton introduced cost cutting measures which begs the question about…