Deepwater TV

Gene and Doug believe Apple will eventually enter the auto space, which would expand the company’s addressable market by $2T. The timing and go-to-market approach is up for debate.

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.

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

Greg Swan heads digital at Fallon Worldwide and joins Gene to talk about his bet on the future of augmented reality advertising.

Gene and Doug discuss Facebook’s worst possible outcome from the FTC antitrust lawsuit: the company’s long-term product roadmap is diluted.

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.

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

Renowned investor Jim Mellon outlines an upcoming acceleration in life expectancy and how his company, Juvenescence, will play a role. Follow Jim on Twitter @juvlabs.

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.

Gene is joined by Masterworks founder, Scott Lynn, to discuss how investing in blue chip art is becoming more accessible.

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.

Gene and Andrew discuss their initial reaction to iPhone 12 mini and making the jump to the smaller form factor. They conclude that with or without the mini, the new lineup is well-positioned for the next year.