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

In this episode, Lucas and Luna explore how the five largest tech companies are redesigning their products to capture and monetize human attention in an AI-powered world. They discuss the shift from engagement metrics to 'dwell time' and emotional resonance, citing Apple's Screen Time evolution, Meta's AI-curated content feeds, and Microsoft's Copilot analytics. Lucas ties in the recent sell-off i...

This episode of The Big Tech Podcast focuses on how Apple, Google, Microsoft, Meta, and Amazon are all building their own AI-powered search engines, moving away from relying on traditional search giants. Lucas and Luna discuss the latest moves, including Apple's internal 'Pegasus' project and Microsoft's integration of Bing AI into its ecosystem. They explore the strategic motivations: controlling...

In this episode, Lucas and Luna explore why Apple, Google, Microsoft, and Amazon are quietly investing in private space-based data centers. With SoftBank's CEO questioning Elon Musk's orbital data center hype, they break down the economics, latency advantages, and regulatory hurdles of moving compute to low Earth orbit. Lucas shares specifics on Microsoft's Azure Orbital project and a surprising s...

The semiconductor industry is at a crossroads. As Moore's Law slows, the next big leap may not be smaller transistors but entirely new architectures — from chiplets to optical interconnects. On this episode of The Big Tech Podcast, Lucas and Luna examine how Apple, Google, and Microsoft are quietly positioning themselves for a post-silicon era. They break down the recent $2.3 billion chiplet deal...

Episode 75 of The Big Tech Podcast with Fexingo: Apple, Google, Microsoft, Meta, and Amazon News. Lucas and Luna dive into the $1.2 trillion data-center build-out driven by AI, and why it's forcing a reckoning with energy and location. They explore how companies like Amazon and Microsoft are moving from sprawling server farms to smaller, modular facilities near population centers to cut latency an...

Episode 74 of The Big Tech Podcast examines a trend that's reshaping the internet's backbone: the big five tech companies are increasingly building their own private network infrastructure instead of renting from telecoms. Lucas and Luna look at why Apple, Google, Microsoft, Amazon, and Meta have collectively spent over $20 billion on undersea cables, fiber rings, and dark fiber leases in the past...

The five largest US tech stocks — Apple, Microsoft, Alphabet, Amazon, and Meta — have dropped between 6 and 8 percent in the last five trading days, wiping out hundreds of billions in market cap. Yet their earnings reports this quarter showed double-digit revenue growth and expanding margins. Lucas and Luna dig into the disconnect, focusing on two specific forces: a quiet repricing of long-duratio...

Lucas and Luna break down the biggest strategic shift in Big Tech since the move to mobile: designing custom chips for AI workloads. With NVIDIA's dominance pushing costs higher, Apple, Google, Microsoft, and Amazon are pouring billions into silicon design. Lucas explains why Apple's M-series was just the beginning, how Google's TPU saved them billions in cloud costs, and why Microsoft is now buil...

Today, June 24, 2026, a new website launched that publicly shames companies still not offering passkeys. Lucas and Luna explore why Apple, Google, and Microsoft have championed passkeys for years yet adoption remains patchy. They break down the technical friction, the business incentives that slow rollout, and what the shaming site reveals about the gap between Big Tech's standards and actual user...

All five mega-cap tech stocks are down this week—Alphabet off 7.3%, Meta down 6.3%, Microsoft dipping 5.1%. But Lucas argues this sell-off isn't the usual rotation out of growth. Instead, it's a market pricing in that the AI capex cycle might be peaking. He points to three signals: hyperscaler capex guidance tightening, NVIDIA data center sales growth rate slowing, and the rising cost of capital f...

On this episode of The Big Tech Podcast, Lucas and Luna explore how Apple, Google, and Meta are repurposing user data to train next-generation AI models. With Apple's new on-device learning framework, Google's federated analytics, and Meta's social graph mining, the hosts discuss the privacy trade-offs and the race for high-quality training data. They reference recent market moves and headline new...

Microsoft, Google, and Apple are all building new operating system layers designed specifically for AI inference — not just adding AI to existing OSes. Lucas and Luna explore why this matters, with a focus on Microsoft's internal project 'Cobalt' and its implications for the Windows ecosystem. They discuss the technical reasons (latency, memory management, security), the business motivations (keep...

In this episode of The Big Tech Podcast, Lucas and Luna examine the quiet but significant shift in how Apple and Google are redesigning their mobile operating systems and hardware to put AI experiences front and center. With Microsoft and Meta investing heavily in cloud-based AI, Apple and Google are taking a different bet: on-device AI that runs directly on your phone. Lucas breaks down the techn...

Apple, Google, and Meta are turning millions of consumer devices into lidar-quality 3D scanners — without asking permission. Lucas unpacks how Apple's LiDAR-equipped iPhones, Google's ARCore depth API, and Meta's Project Aria are generating high-fidelity spatial maps of indoor and outdoor environments worldwide. The data is powering everything from AR glasses to autonomous vehicle training, but pr...

Lucas and Luna break down a quiet but massive shift underway at Apple, Google, Meta, Amazon, and Microsoft: building a new internet backbone optimized for AI inference rather than just search and video. They use the recent launch of Apple's iOS 27 — which brings on-device inference to every new iPhone — as a concrete example. They point out that Microsoft's stock is down nearly 3% in the last five...

With iOS 27 rolling out and Google's Privacy Sandbox hitting new milestones, Lucas and Luna dig into the less visible battle this summer: who controls your digital identity on Big Tech platforms. They unpack Apple's push for on-device identity with its new Passport API, Google's move to replace third-party cookies with a federated login model, and Meta's bet on verified accounts as the identity la...

In today's episode, Lucas and Luna dig into the bombshell news that Nobel laureate John Jumper is leaving Google DeepMind for rival AI startup Anthropic. They explore what this means for the balance of AI research talent, why DeepMind's culture might be losing its edge, and how Anthropic's bet on foundational science could reshape the AI race. Along the way, they reference NVDA's 2.7% weekly gain...

Lucas and Luna explore why Apple, Google, and Microsoft are moving away from off-the-shelf chip designs and building custom silicon for AI inference. They break down the economics: Apple's M-series gives it a 15-20% per-watt advantage in data centers, Google's TPU v6 cut training costs by 30% for internal models, and Microsoft's new Maia chip is designed specifically for large-language-model servi...

Lucas and Luna unpack a brewing showdown between Big Tech and the U.S. government over open source AI regulation. With the White House pushing for greater oversight and companies like Meta and Google resisting, the debate centers on a single question: does open source AI make the world safer or more dangerous? Lucas cites Meta's leaked internal memo arguing that open source models are inherently m...

Apple, Microsoft, and Google are quietly deploying AI agents to audit factories, mines, and logistics hubs in real time. Lucas and Luna dig into a specific case: Apple's pilot program using computer vision to detect child labor and unsafe conditions in cobalt supply chains in the Democratic Republic of Congo. They discuss how the technology works, the limits of automated auditing, and why this mat...

Episode 59 of The Big Tech Podcast examines the quiet land grab for private electric grids. Lucas and Luna explore why Microsoft, Google, and Amazon are now buying or building their own power infrastructure instead of relying on the public grid. We look at Microsoft's recent deal to pair a nuclear reactor with its data center in Pennsylvania, the economics of co-location versus behind-the-meter ge...

Episode 58 of The Big Tech Podcast digs into a massive but overlooked trend: Big Tech is quietly buying up data center capacity years in advance, locking in power and land before competitors or the public even know it's available. Lucas and Luna explore how this preemptive buying spree is reshaping the industry, using Microsoft's recent $5 billion commitment to a new data center campus in Virginia...

This episode examines the growing scrutiny on Big Tech boardrooms, focusing on SpaceX's addition of Roelof Botha to its board amid governance debates and the broader trend of activist investors pushing for changes at Apple, Meta, and Google. Lucas and Luna discuss how board composition affects strategy, from AI ethics to capital allocation, and why diverse expertise beyond financial engineering is...

Qualcomm just announced two new chips aimed at AI-powered wearables, AR glasses, and whatever replaces your smartphone. Lucas breaks down the company's strategy shift beyond mobile modems, while Luna questions whether the market for non-phone smart devices is ready. They dig into Qualcomm's ambitions, the competitors circling the space, and what this means for the broader tech landscape in mid-202...

Lucas and Luna dive into a quiet but massive shift: the five largest tech companies are building their own private cloud infrastructure to reduce reliance on public cloud vendors like Amazon Web Services and Microsoft Azure. Anchored by the news that Google’s Android 17 launch includes new multitasking tools that rely on on-device processing rather than cloud calls, the hosts explore how Apple, Go...