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

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

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

By: Fexingo
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Every trading day, Lucas and Luna dissect the market-moving stories emerging from the five most valuable companies on earth. This is not a recap of product launches or earnings calls; it's a forensic look at how Apple, Google, Microsoft, Meta, and Amazon shape the economy, competition, and regulation. Lucas brings a journalist's habit of tracking the long arc of antitrust battles, supply-chain shifts, and AI investment cycles, while Luna pushes him on the strategic trade-offs behind each headline—like why a cloud margin dip matters more than a phone shipment beat. Their conversations are built on specific numbers: market caps, R&D spend as a percentage of revenue, regulatory fines in euros versus dollars, and the actual language of SEC filings. The listener is someone who reads the tech section not for gadget reviews but for the power dynamics—someone who wants to understand how a single EU Digital Markets Act ruling can ripple through a trillion-dollar supply chain. No hot takes, no stock tips, just the structural story beneath the news. By the end of each episode, you'll have a sharper map of who's winning, who's defending, and what the next catalyst might be—not a prediction, but a framework for watching the game yourself. #BigTech #Apple #Google #Microsoft #Meta #Amazon #TechRegulation #Antitrust #CloudComputing #AIInvestment #DigitalMarketsAct #SupplyChain #SECFilings #TechEarnings #Business #FexingoBusiness #BusinessPodcast #Technology Keep every episode free: buymeacoffee.com/fexingo© 2026 Fexingo. All rights reserved. Economics
Episodes
  • Why Big Tech Is Betting on Physical World AI

    Why Big Tech Is Betting on Physical World AI
    Jun 12 2026
    Lucas and Luna explore a surprising shift in Big Tech's AI investments: moving from chatbots and code generation to machines that manipulate the physical world. With Jeff Bezos's Prometheus raising $12 billion for an 'artificial general engineer' and Theker closing $85 million for a general-purpose factory robot, they ask whether the next AI frontier is less about language and more about torque. They discuss what this means for the five giants—Apple, Google, Microsoft, Meta, Amazon—and why the market is already pricing winners and losers. Plus, a listener's question on whether this changes the timeline for robotics in everyday life. #BigTech #AI #PhysicalAI #Robotics #JeffBezos #Prometheus #Theker #AGI #FactoryAutomation #IndustrialAI #Apple #Amazon #Google #Microsoft #Meta #FexingoBusiness #BusinessPodcast #Technology Keep every episode free: buymeacoffee.com/fexingo
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    10 mins
  • How Apple and Meta Are Splitting the AI Dollar

    How Apple and Meta Are Splitting the AI Dollar
    Jun 11 2026
    Big Tech's five heavyweights are pulling in opposite directions. In this episode, Lucas and Luna break down why Apple and Meta's AI strategies have diverged sharply in June 2026 — and what the market's reaction tells us about the winners and losers. We look at Apple's cautious on-device approach versus Meta's aggressive open-source push, the five-day stock numbers that reveal investor sentiment (Apple down 3.8%, Meta down 4.1%), and what NVIDIA's flat performance really means for the AI chip narrative. No hype, just the numbers and strategy that will shape the next six months. #Apple #Meta #AIStrategy #OnDeviceAI #OpenSourceAI #BigTech #TechStocks #NVIDIA #StockMarket #Investing #Technology #Business #FexingoBusiness #BusinessPodcast #ArtificialIntelligence #MachineLearning #ChipRace #Podcast Keep every episode free: buymeacoffee.com/fexingo
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    5 mins
  • How Meta and Amazon Are Winning the Open Source AI Strategy

    How Meta and Amazon Are Winning the Open Source AI Strategy
    Jun 11 2026
    Lucas and Luna break down why Meta and Amazon are pulling ahead in the open-source AI race while Google and Apple play catch-up. They examine Meta's release of Llama 4.5 with a permissive license that's winning developer mindshare, Amazon's AWS strategy of commoditizing foundation models, and the numbers behind this shift — including how Meta's AI inference cost per token has dropped 60% year-over-year. Plus, a look at what it means for enterprise adoption and whether open-source models will eventually surpass closed-source performance. They also touch on the broader market picture, noting that Microsoft is up 4% this week while Apple's stock is barely moving despite WWDC announcements. #OpenSourceAI #Meta #Amazon #Llama4 #AWS #AIModels #TechStrategy #ArtificialIntelligence #Google #Apple #EnterpriseAI #FoundationModels #DeveloperEcosystem #AIInference #Technology #BusinessPodcast #FexingoBusiness #BigTech Keep every episode free: buymeacoffee.com/fexingo
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    9 mins
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