The Big Tech Podcast with Fexingo: Apple, Google, Microsoft, Meta, and Amazon News

This episode of The Big Tech Podcast looks at how Apple, Microsoft, and Meta are extending app store-style revenue models into non-phone platforms: AR glasses, VR headsets, and in-car software. Lucas and Luna break down why the iPhone App Store's 30% cut is becoming a template for hardware-software ecosystems, using Meta's Horizon store on Quest and Microsoft's Xbox Store on cloud gaming as case s...

In this episode, Lucas and Luna dig into a surprising trend: the world's largest tech companies are increasingly turning to nuclear power to fuel their massive data center operations. They discuss why Microsoft, Amazon, Google, and others are investing in advanced nuclear reactor designs like small modular reactors (SMRs), despite the historical challenges of nuclear energy. Lucas breaks down the...

This episode of The Big Tech Podcast with Fexingo explains why Apple, Google, Amazon, Microsoft, and Meta are increasingly moving away from standard networking silicon from Broadcom and Marvell to build custom switch and router chips for their massive data centers. Lucas and Luna discuss the cost and performance advantages of vertical integration in networking, how this trend could reshape the $20...

In this episode of The Big Tech Podcast, Lucas and Luna explore a little-discussed infrastructure trend: the largest technology companies are quietly building and leasing vast private fiber-optic networks to connect their data centers, reduce latency, and bypass public internet bottlenecks. Lucas reveals that Google, Meta, Microsoft, and Amazon now own or control over 1.5 million miles of fiber gl...

For episode 100 of The Big Tech Podcast, Lucas and Luna drill into a specific number: Amazon has reportedly spent over $10 billion on Project Kuiper, its satellite internet constellation, with over 3,000 satellites already in orbit. They explore why Amazon is making this bet now, how it compares to SpaceX's Starlink (which has over 6,500 satellites), and what this means for the future of global co...

Apple, Google, Amazon, Microsoft and Meta are all designing custom silicon in-house, shifting away from Intel and Qualcomm. In this episode, Lucas and Luna unpack the economics behind that pivot — why Apple's M-series chips saved the company billions, how Google's TPU gave it an edge in AI training, and what it means for the traditional chip industry. They look at the numbers: Apple's gross margin...

This episode dives into Big Tech's surprising embrace of open source AI models. Lucas and Luna examine why Meta, Google, and Microsoft are releasing their most advanced AI models for free, from Meta's new Muse Image generator to Google's Gemma open model family. They discuss the strategic calculus: attracting developers, shaping industry standards, and undermining competitors like OpenAI and Anthr...

On this episode of The Big Tech Podcast with Fexingo, Lucas and Luna dig into a quiet shift happening inside the hyperscale cloud providers. They start with a surprising number: Amazon reported that AWS's operating margin slipped to 28% in the most recent quarter, down from 32% the year before. The usual story is that cloud margins are getting squeezed by competition from Microsoft Azure and Googl...

Lucas and Luna explore how Big Tech's insatiable demand for high-bandwidth memory is reshaping the semiconductor supply chain, with a focus on SK Hynix's pending US IPO. They break down why HBM (high-bandwidth memory) has become the new bottleneck for AI training and inference, how SK Hynix pulled ahead of Samsung and Micron, and what this means for companies like NVIDIA and AMD. The episode uses...

Lucas and Luna explore how the biggest tech companies are quietly building the plumbing for AI agents that can act on your behalf. With the Vercel CEO pushing to decouple models from agents and Apple allowing you to customize Siri's expressivity in iOS 27, the infrastructure battle is heating up. They discuss why Amazon, Google, and Microsoft are racing to control the middleware layer, and how thi...

Episode 94 of The Big Tech Podcast with Fexingo. Lucas and Luna dig into why Apple, Microsoft, Amazon, and Google are moving from being the world's biggest corporate buyers of renewable energy to actually owning power plants and signing direct contracts with solar and wind farms. Apple's stock is up nearly 9% in the last five days, and the hosts connect that rally to a quiet structural shift: big...

Episode 93 of The Big Tech Podcast with Fexingo explores a critical but overlooked infrastructure land grab: the domain name system (DNS). Hosts Lucas and Luna break down why Apple, Google, Microsoft, Meta, and Amazon are investing heavily in DNS resolvers, root servers, and top-level domains. Lucas explains that DNS is the Internet's phonebook—translating human-readable names into IP addresses—an...

Episode 92 of The Big Tech Podcast with Fexingo examines why Apple, NVIDIA, and AMD are scrambling to secure high-bandwidth memory (HBM) — the specialized memory chips essential for AI training. Lucas explains how HBM is produced, why supply is constrained, and what it means for the AI hardware race. He cites a 300% price surge in HBM3 over the past year and notes that NVIDIA alone is projected to...

Episode 91 of The Big Tech Podcast digs into a surprising trend: the world's largest technology companies are quietly buying up domain name system infrastructure. Lucas explains why Apple, Google, Microsoft, Meta, and Amazon are investing in DNS resolvers, root servers, and domain registries — and what it means for internet resilience and user privacy. With Apple up 8.8% in the last five days and...

Episode 90 of The Big Tech Podcast with Fexingo explores a behind-the-scenes power grab: Big Tech is quietly buying up the internet's DNS infrastructure. Lucas and Luna break down how companies like Apple, Google, and Cloudflare are acquiring domain registries and resolvers, what it means for net neutrality, and why your browsing data is the real prize. With references to recent market moves and a...

Episode 89 of The Big Tech Podcast explores how Apple, Google, Microsoft, Meta, Amazon, and others are quietly building their own private internet backbone. Lucas and Luna discuss why big tech is investing in undersea cables, fiber networks, and satellite constellations to bypass public internet infrastructure. They dive into the scale of these projects—like Google's $1 trillion fiber investment a...

Lucas and Luna explore how Apple, Google, Microsoft, Meta, and Amazon are spending tens of billions to build their own private fiber networks, undersea cables, and satellite constellations — bypassing traditional telecom carriers. They look at Meta's recent 40,000-mile subsea cable project, how this shifts power in the internet's physical layer, and what it means for net neutrality and competition...

Apple, Google, Microsoft, Meta, Amazon, and NVIDIA are pouring billions into quantum computing R&D, but the payoff is still years away. Lucas and Luna break down why these companies are making the bet now, what a 'useful' quantum computer actually looks like, and what today's stock moves reveal about investor patience. They discuss IQM's uncertain IPO as a cautionary tale, and how each Big Tech pl...

Episode 86 of The Big Tech Podcast explores how Apple, Google, Microsoft, Meta, and Amazon are applying artificial intelligence to accelerate drug discovery and development. Lucas and Luna discuss specific projects like Google's AlphaFold, Microsoft's work with Novartis, and Amazon's AI-driven clinical trial recruitment. They examine the technology's potential to slash drug development timelines f...

As AI data centers strain the electric grid, Big Tech is making unprecedented moves into nuclear energy. This episode drills into one specific deal: Microsoft's 2026 power purchase agreement with a revived Three Mile Island unit, and what it signals about the future of AI infrastructure. Lucas breaks down the numbers behind a 20-year deal for 835 megawatts of carbon-free electricity. Luna question...

Episode 84 of The Big Tech Podcast digs into the quiet but massive wave of code deletion happening inside Apple, Google, and Meta. Lucas and Luna explore why companies are deleting millions of lines of legacy code—and how that connects to the recent retirement of Vint Cerf, one of the internet's founding engineers. They look at concrete examples like Apple's transition away from iTunes-era framewo...

In this episode, Lucas and Luna explore how major tech companies like Google, Microsoft, and Meta are using AI models to generate and review code internally and for their platforms. They discuss GitHub Copilot's adoption, Google's internal AI code assistant, and the implications for developer productivity and software quality. With Microsoft stock up 2.1% in the last five days and Meta up 1%, the...

In this episode of The Big Tech Podcast, Lucas and Luna explore how Apple, Google, Amazon, and Meta are quietly deploying predictive AI models that anticipate what you'll buy next—before you even know it. Lucas breaks down how Amazon's anticipatory shipping patent has evolved from a 2014 concept to a real-time system that pre-positions inventory based on search patterns, browsing dwell time, and e...

Lucas and Luna dive into the shift from cloud-dependent AI to on-device inference. With Apple's latest iPhone featuring a neural engine that handles 40 trillion operations per second, and Google's Gemini Nano running locally on Pixel phones, they explore how edge AI changes privacy, latency, and the business models of Big Tech. They also connect this trend to Meta's smart glasses and Amazon's Alex...

In this episode of The Big Tech Podcast, Lucas and Luna examine the growing problem of AI-generated voice deepfakes on major platforms like Apple, Google, Microsoft, Meta, and Amazon. With the latest wave of generative AI tools making voice cloning cheap and accessible, deepfake audio scams are on the rise. The hosts discuss a recent incident where a fake CEO voice call tricked a company into tran...