Streaming Strategies and Market Dynamics

Microsoft’s big HoloLens deal with the Pentagon is maybe the big bang for the augmented reality industry. Amazon says their folks can come back to work soon, and in fact, they’d prefer if you did. Bearish signs for the work remotely movement? Why these are boom times for chip makers. And why Siri’s new voices think of gender as a spectrum.

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Links:

• Microsoft wins U.S. Army contract for augmented reality headsets, worth up to $21.9 billion over 10 years (CNBC)
• Amazon says it expects some employees to return to the office this summer, most will return in fall (CNBC)
• TSMC to Spend $100 Billion Over Three Years to Grow Capacity (Bloomberg)
• Apple adds two brand new Siri voices and will no longer default to a female or male voice in iOS (TechCrunch)
• Comcast Weighs Pulling Universal’s Movies From HBO Max, Netflix (Bloomberg)
• Thrasio raises $100M for its Amazon roll-up play, appoints retail CFO for its next steps (TechCrunch)

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