Apple's new Vision Pro AR headset is a cool piece of hardware/software that is light years ahead of Meta's Quest VR product line. However, at the end of the day Apple goes as the iPhone goes and AR devices won't move the Revenue nor EPS needles for AAPL anytime soon. High-end price point for Apple's … Continue reading Apple’s New AR Headset Won’t Move The Needle But May Hurt Meta..
Tag: Google Pixel
One of my favorite features of Google's Pixel phone is that it is easy to repair. Apple's iPhone has multiple points where the screen connects to the circuitry. This creates repair complexity. Google's Pixel phone has a singular connection point between the display and circuitry. This makes for a simple repair (assuming you have the … Continue reading DIY Repair Google’s Pixel Phone
I recently wrote that I love Google's Pixel phones. Google is offering deals on Pixel phones if consumers are willing to buy the Pixel and use Google Fi as the phone service. I've used Google Fi for several years now and enjoy the service. It is far less expensive than AT&T, Verizon and T-Mobile. I … Continue reading Google Pixel Deals
Past recessions have taught us that leading Technology companies typically gain marketshare during down economies. I would expect this economic down period to be no different. Good news for Amazon (AMZN), Microsoft (MSFT), and others. Amazon (AMZN) and Microsoft (MSFT): Amazon's AWS unit and Microsoft's Azure unit will be mixed bags: Usage: Usage - and … Continue reading Technology Leaders Will Gain Share
It is only logical that the leading smartphone company (Apple) and the leading AI company (Google) are increasingly designing more of their own silicon which is optimized for each company's respective products and services. Tickers mentioned: AAPL, AMZN, AVGO, GOOG, INTC, QCOM, SWKS Think of the iPhone and Google's Pixel phone. Every feature, every application, … Continue reading Platform Companies Will Increasingly Design Proprietary Silicon
High product usage rates combined with high switching costs equal pricing power. Google Photos - the popular photo & video management platform for Android and iOS - has pricing power to spare. Google ran the playbook perfectly. Years ago Google promised users of its Photos service that the service would remain free for life so … Continue reading 28 Billion New Photos & Videos Each Week Means Google Photos Has Pricing Power