Thu. 04/29 – What If This Is A Tech Inflection Point?

Tech Brew Ride Home

Amalgamated Internets, LLC

News, Tech News, Technology

4.7 • 1K Ratings

🗓️ 29 April 2021

⏱️ 21 minutes

🔗️ Recording | iTunes | RSS

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Summary

Another earnings round up leads me to ask, what if the Covid era really is a historical inflection point for tech? AT&T has decided what to charge for HBO with ads, while Verizon is try to get someone to take AOL and Yahoo of their hands. What if we did streaming gaming, but just for browsing the web? Say hello to Mighty. And odds are, you’ve probably never gotten millimeter wave 5G on you fancy new phone. Sponsors: Red-ID.com/brian calderalab.com use code TECHMEME (all caps one word) at checkout Links: Facebook Revenue Grows 48% as Ad Prices Increase (The Information) Apple warns of supply shortages likely to impact iPad and Mac in Q3 (9to5 Mac) WarnerMedia plans to charge $9.99 per month for ad-supported HBO Max (CNBC) Verizon Explores Sale of Media Assets, Including Parts of Yahoo and AOL (Wall Street Journal) Amazon to spend $1B to boost pay for 500k operations workers by as much as $3 an hour (Geek Wire) Mighty wants to ‘make Chrome faster’ by streaming a browser from the cloud, starting on macOS (9to5 Google) Verizon “leads” all US carriers in mmWave 5G availability at 0.8% (Ars Technica) Learn more about your ad choices. Visit megaphone.fm/adchoices

Transcript

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0:00.0	Welcome to the Tech Meme Right Home for Thursday, April 29th, 2021. I'm Brian McCullough today.
0:09.2	Another earnings roundup leads me to ask, what if the COVID era really is a historical inflection
0:14.4	point for tech? AT&T has decided what to charge for HBO with ads, while Verizon is
0:20.5	trying to get someone, anyone to take AOL and Yahoo off their hands.
0:24.9	What if we did streaming gaming but just for browsing the web, say hello to Mighty, and odds are
0:30.4	you've probably never gotten millimeter wave 5g on your fancy new phone.
0:35.2	Here's what you miss today in the world of tech.
0:37.8	Let's do the earnings roundup thing once again. The song remains the same.
0:46.0	Both Facebook and Apple reported historically good earnings yesterday.
0:51.0	In some cases, their best ever numbers, or at least close to them.
0:55.0	Apple, for example, had, I believe, its third best quarter ever, only behind two recent holiday
1:01.8	quarters. iPhone sales were 47.9 billion dollars up from just
1:06.3	29 billion dollars a year ago. Apple has a revenue run rate of over a billion dollars a day at this point.
1:15.0	Everything is up with Apple.
1:17.0	iPhone sales up 66%. Mac and iPad sales up 70% and 79% respectively,
1:24.7	representing obviously that COVID times,
1:26.9	device demand that Microsoft also reported this week.
1:30.4	Services for Apple were up 27% and wearables slash home up 24%.
1:36.0	Slight concern trolling over the fact that aren't services and wearables supposed to be where
1:41.0	Apple intends to get most of their growth going forward.
1:44.8	Also speaking of concerning on the earnings called Tim Cook was forced to admit that supply shortages
1:49.8	will likely impact the Mac and iPad lineups in Q3 of this year due to legacy node chip production
	...

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