64. Apple One, Surface Duo, and Epic Triangles

In this episode, Shawn and Ross look at how the simmering conflict over app stores has boiled over in a melee between Epic and platform providers Apple and Google as we pose the question of whether any companies can muster enough pressure to influence rule changes. Next, we take on the potential of an Apple content bundle and what could be a slam dunk next step as a services play. Finally, Microsoft's new Surface Duo may be a tough sell in a locked-up economy, but we discuss why it's a bold move and the implications it could have on the Windows and Android ecosystems.