Episode 79 – Apple Employee Departures, Q4 2016 Earnings Preview Part 2

This week, our News Roundup features three topics: the conclusion and announcement of the findings of Samsung’s Note7 investigation; Samsung and LG’s earnings for Q4 2016; and Snap’s various preparations and signs of increasing maturity ahead of an IPO.

Our Question of the Week is “Are the recent departures from Apple a sign of trouble?” Aaron talks us through some of the recent departures across several parts of Apple’s business, talks about possible explanations, provides some historical context with a discussion of earlier departures, and draws some conclusions about the significance of the current round. We also talk particularly about the Apple-Tesla poaching war.

Our third segment is part 2 of our preview of Q4 2016 earnings season, with a brief discussion of Amazon, Apple, Facebook, and Twitter and what they’re likely to report in the next couple of weeks.

Lastly, our Weekly Pick is a book recommendation from Jan.

As usual, you’ll find some links to related content as well as other ways to listen to the podcast beneath the embedded Soundcloud player below.

We invite listeners to submit questions for subsequent weeks in the comments below, on Twitter (@jandawson@aaronmiller), or via email (jan at jackdawresearch dot com). We also have a dedicated Podcast Twitter handle at @BDPcast.

As ever, you can also find the podcast on iTunes, in the Overcast app, or your own favorite podcast app. Here is the RSS feed for the podcast if you want to add it manually to your app of choice.

Show notes:

Here are some useful links relating to this week’s episode:

  • News Roundup:
  • Question of the Week:
    • Article on the effects of Apple’s privacy stance
    • Article on Matt Casebolt’s departure to Tesla
    • Article on Tesla’s PR hire from Apple
    • Article on the Tesla-Apple poaching war
    • MacRumors interview with Chris Lattner
    • Article on Apple hiring Dropcam founder Greg Duffy
  • Jan’s Weekly Pick was Go Like Hell, by AJ Baime (Amazon affiliate link), which recounts the Ford-Ferrari rivalry in racing in the 1960s.

Please leave us a comment or get in touch via Twitter to give us feedback. We’d love to hear from you. Also, we’d love it if you would leave a review of the podcast on iTunes.

Episode 78 – Autonomous Driving, Q4 2016 Earnings Preview Part 1

This week, we’re back to our usual format. Our News Roundup features three topics: in streaming video, Netflix reported earnings this week and Hulu indicated that its download feature is coming soon; in the Android world, The Information reported that Android One might be coming to the US, while Pixels are still in short supply; and in the ongoing saga of Apple and its pro users, Apple updated Logic Pro X and GarageBand for iOS.

Our Question of the Week is “what is the state of autonomous driving and where does it go from here?” We do a deep dive into the definitions and current state of play when it comes to self-driving cars, talk about when we might see various levels of autonomous driving, and discuss the many barriers and hurdles that have to be overcome for autonomous driving to become a reality. All of this builds off Jan’s recent in-depth research on the topic.

Our third segment is part 1 of our preview of Q4 2016 earnings season, with a discussion of Samsung, Alphabet and Microsoft and what they’re likely to report next week. We’ll likely follow up with more next week of both preview and review of Q4 earnings.

Lastly, our Weekly Pick is a double book recommendation from Aaron.

As usual, you’ll find some links to related content as well as other ways to listen to the podcast beneath the embedded Soundcloud player below.

We invite listeners to submit questions for subsequent weeks in the comments below, on Twitter (@jandawson@aaronmiller), or via email (jan at jackdawresearch dot com). We also have a dedicated Podcast Twitter handle at @BDPcast.

As ever, you can also find the podcast on iTunes, in the Overcast app, or your own favorite podcast app. Here is the RSS feed for the podcast if you want to add it manually to your app of choice.

Show notes:

Here are some useful links relating to this week’s episode:

Please leave us a comment or get in touch via Twitter to give us feedback. We’d love to hear from you. Also, we’d love it if you would leave a review of the podcast on iTunes.

Episode 77 – CES, iPhone 10th Anniversary

We’re back after our long Christmas, New Year, and CES hiatus – thanks for bearing with us while we took our break, and Happy New Year!

We kick things off with a News Roundup, with three topics: Apple’s reported investment in original video content, ostensibly for the benefit of Apple Music subscribers; Nintendo’s announcement of pricing, specs, and other details for its Switch console; and Facebook’s attempt to help news organizations with its Journalism Project. Our main topic today is themes from CES, in which we discuss the fact that Amazon’s Alexa was everywhere, cars continued to grow in importance, smart home gear and services continue to evolve, drones were popular at CES but struggled elsewhere this week, wearables seem to be fading as a force, and Chinese companies continue to struggle to break into the US in a big way. Our third segment is a discussion of the 10th anniversary of the announcement of the iPhone, and all that’s changed in the world as a result.

As usual, you’ll find some links to related content as well as other ways to listen to the podcast beneath the embedded Soundcloud player below.

We invite listeners to submit questions for subsequent weeks in the comments below, on Twitter (@jandawson@aaronmiller), or via email (jan at jackdawresearch dot com). We also have a dedicated Podcast Twitter handle at @BDPcast.

As ever, you can also find the podcast on iTunes, in the Overcast app, or your own favorite podcast app. Here is the RSS feed for the podcast if you want to add it manually to your app of choice.

Show notes:

Here are some useful links relating to this week’s episode:

Please leave us a comment or get in touch via Twitter to give us feedback. We’d love to hear from you. Also, we’d love it if you would leave a review of the podcast on iTunes.