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Amazon and Visa find a way forward. The two have reached a global resolution after a months-long dispute over processing fees. In November, Amazon threatened to stop accepting VISA in the UK, Singapore and Australia due to a 2% merchant fee,…

Gene and Doug discuss: Google is implementing its Privacy Sandbox for Android OS, and we believe it will be more advertiser-friendly than IDFA. While some have compared Google’s changes to that of Apple, it seems that Google is allowing for…

Gene is joined by Antora co-founder, Andrew Ponec, to talk batteries for heavy industry. They’re big, cost-efficient and the most likely path to turn manufacturing green. The company recently generated $50M in funding from Bill Gates’ Breakthrough Energy Ventures (BEV),…

Gene and Doug discuss: Where there’s massive reach, there’s massive ad opportunity. Amazon increases its ad spend to $31B — which is larger than the ad revenue of Snap, Pinterest and Microsoft combined. Facebook launches its news aggregation service to…

EVs and Crypto got a lot of attention from Super Bowl advertisers. On the EV side, the long-term question is more about identity than percentage of vehicles that are electric. Featuring ⁠— General Motors, Chevy Silverado, BMW, Polestar, Kia and…

 Takeaways: Apple’s open source code has mistakenly revealed references to a new ‘realityOS.’ While we don’t expect the MR headset to be released until 2023 at the earliest, this is confirmation that the product is in the works. Salesforce shared…

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),…