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Lucas and Luna track the five companies that shape modern life — Apple, Google, Microsoft, Meta, and Amazon — through the lens of daily market moves, product shifts, and regulatory news. Each episode is anchored in real-time data from yfinance, FRED, and RSS feeds, so the conversation moves with the ticker: Microsoft's Azure growth against Google Cloud, Apple's supply chain bets in India, Meta's AI spending versus ad recovery, and Amazon's logistics network evolution. Lucas brings a journalist's precision — flagging SEC filings, analyst revisions, and antitrust dockets — while Luna tests the strategic logic behind the headlines, pressing on margin trade-offs and competitive moats. This is not a hot-take recap; it's a structured briefing for professionals who need to understand how these platforms affect their own industry, whether they work in retail, media, cloud infrastructure, or ad buying. Expect the show to weigh a new iPhone cycle against services revenue deceleration, to break down Google's antitrust remedy options by the numbers, and to ask whether Amazon's AWS margins are finally facing real pressure. No hype, no brand cheerleading — just the data, the decisions, and the consequences. Can any of the Big Five still surprise the market, or have they become too big to move fast?
Unknown Host hosts The Big Tech Podcast with Fexingo: Apple, Google, Microsoft, Meta, and Amazon News, a general show with 5 episodes published.
Lucas and Luna dig into the jaw-dropping news that Google is paying SpaceX $920 million per month for compute capacity. The conversation explores what this deal says about the AI infrastructure arms race, why Google's cl
Amazon's logistics network now ships more packages than FedEx and UPS combined in some regions. Lucas and Luna explore how the company built a $50 billion shipping business from scratch, why it matters for rivals, and wh
Apple quietly approved Poke as the first AI agent on its Messages for Business platform, a move that could reshape how brands interact with customers via iMessage. Lucas and Luna break down what Poke does, why Apple typi
As AI workloads explode, tech giants like Microsoft, Google, and Amazon are looking beyond renewables to meet their voracious energy demands. Lucas and Luna examine the surprising pivot to nuclear power—specifically the
Lucas and Luna dig into the surprising logistics arms race between Amazon and Alphabet. With Alphabet just raising $85 billion in a record bond deal and Amazon dropping $2 billion into same-day delivery infrastructure, t
A leaked internal memo reveals Uber's AI spending cap was maxed out in just four months as employees swarmed GPT-4 and GitHub Copilot. Lucas and Luna unpack what this says about enterprise AI adoption—and why Microsoft a
Apple, Google, and Microsoft are quietly racing to embed AI agents into healthcare workflows—from clinical note-taking to personalized treatment recommendations. Lucas and Luna unpack a leaked internal tool at Microsoft
Alphabet's plan to raise $80 billion to fund its AI infrastructure buildout. Lucas and Luna break down the scale of the spending, compare it to other Big Tech capex, and discuss what it means for the cloud wars and hyper
Lucas and Luna dig into a quiet but consequential shift underway in enterprise software pricing: the move from per-seat licensing to consumption-based and outcome-based models. Microsoft, Google Cloud, and smaller SaaS p
Apple's health ambitions have long been framed as a wellness feature, but a closer look at recent insurance reimbursement codes, FDA clearances, and hospital pilot programs reveals a deliberate revenue strategy. Lucas an
Everyone talks about Microsoft Copilot and Google Gemini, but Apple is silently picking up enterprise AI contracts through a surprising strategy: on-device inference and privacy-first architecture. Lucas breaks down how
Episode 22 of The Big Tech Podcast dives into GitHub Copilot's new token-based billing model, which has developers furious. Lucas and Luna break down the pricing structure—$0.008 per 1,000 tokens for GitHub Copilot Pro—a
GitHub Copilot just switched to a token-based billing model, and developers are furious. Lucas and Luna dig into GitHub's new pricing — how it works, why it may actually cost heavy users more than the old $10 per month f
Lucas and Luna dig into the hidden fees and bundling tactics that make Big Tech subscriptions cost more than the sticker price. Anchored by a new consumer report showing that the average American now spends over $380 a y
Lucas and Luna explore a surprising financial trend in big tech: while the market celebrates AI-driven earnings, capital expenditures for AI infrastructure are quietly squeezing free cash flow at Apple, Microsoft, Google
Episode 18 of The Big Tech Podcast dives into Microsoft's strategy to become the operating system for enterprise AI agents. Lucas and Luna examine how Microsoft is positioning its Copilot Studio as a marketplace where co
Today Lucas and Luna dig into the emerging race among Apple, Google, and Amazon to become the default payment and identity layer for AI agents. With Anthropic raising $65 billion near a trillion-dollar valuation and Meta
Meta is up 5 percent in the last five days while Microsoft and Nvidia are down. Lucas and Luna dig into what's driving the divergence: cost discipline, a leaner product org, and a slower-but-deliberate AI monetization st
Lucas and Luna break down Meta's new subscription tiers for Instagram, Facebook, and WhatsApp, announced May 27, 2026. They explore why Meta is pivoting to paid plans—including AI features—and what this means for the ad-
Episode 14 of The Big Tech Podcast digs into Microsoft's latest Azure growth numbers and why the market's reaction may be overblown. Lucas and Luna break down the distinction between cloud revenue deceleration and the un
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The Big Tech Podcast with Fexingo: Apple, Google, Microsoft, Meta, and Amazon News is hosted by Unknown Host. The show is categorised under General and has published 5 episodes.
The Big Tech Podcast with Fexingo: Apple, Google, Microsoft, Meta, and Amazon News has published 5 episodes.
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