Category Archives: Apple TV

Episode 81 – Business and Politics, News Roundup

We have a slightly different format this week – Jan lost his voice and so we took out the third segment we usually have and spent a little more time on the Question of the Week, where Aaron was going to be doing most of the talking.

Our News Roundup covers three news items as usual. First up: Oculus’s decision to close 200 of its Best Buy demo areas for VR, which some have taken as a sign that VR is fizzling. Second, we talk about Apple’s recent hiring of a former Amazon Fire TV executive, and what it might mean about Apple’s ability to sign content deals. And thirdly, we discuss Android Wear 2.0 and the new LG smartwatches which launched this week, and what they suggest about the state of the smartwatch market and wearables more broadly.

Our Question of the Week is “What role should businesses play in political and social change?” This topic has been in the news recently with many tech companies weighing in on the Trump administration’s recent executive orders on immigration, but it also has a long history. Aaron talks us through some of the history, the pros and cons of corporate intervention in politics, and the evidence about whether such intervention is actually effective or not. This isn’t a political discussion per se, but we do touch on some current and past political issues.

Our Weekly Pick is a TV show recommended by 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:

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 68 – Microsoft and Apple October Events

This week’s episode is all about Microsoft and Apple’s two big events this week. We first talk through Microsoft’s announcements, including the Windows 10 Creators Update, various creativity software, Microsoft’s first VR play, and more. Then we discuss Apple’s big announcements including the new TV app for Apple TV, iPhone, and iPad, and the new MacBook Pros. For the last part of the episode, we compare the announcements and discuss the broader significance of what each company is doing, and how they will compete going forward. Next week, we’ll likely do an earnings-focused episode.

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 31 – News Roundup, Apple Earnings

This week, we once again did our brief news roundup on several topic items, but then we spent the bulk of the time on Apple’s fiscal Q1 2016 earnings, which came out earlier this week (and skipped our Question of the Week and Weekly Pick features).

Our news roundup covered three items: the FCC’s move to open up the cable set-top box market, the disclosure of what are purported to be Google’s revenues from Android as part of the Oracle-Google court case, and insights from the earnings of the US wireless carriers.

In our discussion of Apple’s earnings, we covered the iPhone and guidance for the March quarter, what’s going on with iPhone growth and when it’s likely to turn around again. We talked about the significant foreign exchange impact Apple has been facing, and the fact that it’s been forced to talk about it now that its growth has slowed dramatically. We discussed Apple Watch sales briefly, talked about China and India specifically, and also discussed the iPad, Mac, and the potential for new products in 2017. Lastly, we also covered Apple’s new emphasis on its Services business and the power of its installed base (something Jan wrote about this week on the Beyond Devices blog).

As ever, you’ll find links to related content and various 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 now 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 27 – News Roundup, 2016 Predictions

For our final episode of the year, we decided to focus on our predictions for 2016. We kick off the episode with a review of three news items from the past few days: the Apple management changes announced on Thursday, December 17th; the recent Morgan Stanley report calling for lower iPhone sales; and the open-sourcing of Swift and the related interview of Craig Federighi by John Gruber. Following a roughly 15-minute roundup of these news items, we spend the rest of the time discussing our predictions for 2016, starting with our predictions for Apple’s various product lines, and then broadening out to cover other industry trends and companies, including Google, Facebook, Twitter, and Microsoft. We hope you enjoy this last episode of 2015 – we’ll be taking a break for the weeks of Christmas and the New Year, and will be back the week of CES, which Jan will be attending January 4-7. Enjoy the holidays and we’ll see you in January!

As ever, the SoundCloud player is embedded below, and under that you can find a list of links relating to this week’s episode along with links to other formats for the episode.

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 now 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:

  • Apple’s press release about the executive changes
  • An article covering the Morgan Stanley iPhone estimates
  • Apple’s press release about open-sourcing Swift
  • Craig Federighi’s interview on John Gruber’s Talk Show podcast, and the transcript of the conversation
  • Episode 2 of the Beyond Devices Podcast, in which we first discussed the open-sourcing of Swift and talked about many of the same topics covered by the Federighi interview.

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 26 – Pixel C Reviews, Chan Zuckerberg Initiative, Apple Shelving TV Plans

Note: links to the podcast on several services (iTunes, SoundCloud, Overcast etc.) are below the SoundCloud player – just scroll down. 

Our first topic this week is the reviews for Google’s new Pixel C tablet, and what they signify about the state of Android. We also talk about the overall state of the tablet market and (the lack of) tablet-optimized operating systems. Our second topic is the decision by Mark Zuckerberg and Priscilla Chan to give the bulk of their wealth to causes they care about, which is the subject of our Question of the Week, “Is the Zuckerberg announcement really philanthropic?” We tap into Aaron’s expertise in the field of philanthropy and non-profit work to discuss the basics of various organizational structures and their tax implications, the pros and cons of the LLC structure the Chan Zuckerberg Initiative has adopted, and whether the gift is likely to be beneficial to society. Our last topic is the reporting in the last 24 hours or so before we recorded to the effect that Apple may be shelving its TV service plans for the time being. As usual, we wrap up with our Weekly Pick, which this week is a game recommendation from Aaron.

As ever, links to related content and to the podcast itself on various services can be found under the 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 now 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 25 – Christensen’s Theory, Apple Resellers, Samsung Mobile

We kick off the discussion this week with a conversation about Clayton Christensen and his theory of disruptive innovation. Specifically, we talk about the recent controversy about whether his theory has a monopoly on the use and definition of the term disruption and its application in the technology market, and whether it even works and applies in the consumer technology market specifically. Our second topic is our Question of the Week, in which we discuss Apple’s changing relationship with its resellers. Specifically, Aaron runs us through some of the differences this Thanksgiving shopping season compared with last year. The final topic is the change in leadership at Samsung’s mobile division this past week, and what it might signify for the future of the business. As ever, we finish with our Weekly Pick, which this week is a handful of applications for the new Apple TV.

The SoundCloud player is embedded below, and under that you’ll find the usual collection of relevant links and other information.

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 now 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 23 – iPad Pro Reviews, Apple Watch vs. Apple TV, Cord-Cutting

We kick off this week’s episode with a discussion of the iPad Pro reviews that came out on Wednesday. We talk through the common themes – both the consistent gripes and the things that were consistently praised – as well as some of the unique things particular reviews picked up on. Our second topic is our Question of the Week, in which we pick up on a conversation we started last week around the Apple Watch and Apple TV and the prospects for these two devices. In particular, we talk about the total addressable market, the developer-related challenges each device faces, and the other constraints holding each device back, as well as the ultimate potential of each device. Lastly, we discuss cord-cutting, in the light of a post Jan wrote this week, and whether it’s likely to accelerate. We also talk some more about Apple’s potential TV service and how that might factor into all this.

The SoundCloud player is embedded below, and under that you’ll find some relevant links and links to alternative versions of the podcast (iTunes, Overcast, etc.).

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 now 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 22 – Apple TV, Payments Primer, Twitter Faves

On this week’s episode, we kick off the discussion with Jan’s thoughts on the new Apple TV, which he’s been using for five days now, and broaden the conversation into a review of where it might go from here. Our second topic is our Question of the Week, which is all about how the payments industry works, who the players are, where the money goes, and how new players such as Square, Apple, Google, and Samsung fit in. And our final topic is Twitter’s change this week to its Favorites feature, and what it says about Twitter’s broader challenge of attracting new users while retain its existing ones. As usual, we wrap up with our Weekly Pick, which this week is a movie recommendation from Jan.

As ever, you can see some relevant links and other useful information under the SoundCloud player embedded 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 now 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 15 – Apple September 2015 Event Deep Dive

Last week, we did a quick half-hour quick take on Apple’s September event, and briefly covered all the major announcements. This week, we dive a little deeper on each of the announcements, but focus mostly on the Apple Watch, iPad, and Apple TV announcements, touching only briefly on the iPhone, which we’ll cover in a bit more depth next week. On the Apple Watch front, Aaron notes that there are no obvious killer apps for the Watch yet, even with the WatchOS 2 release imminent, and we talk about the implications for product upgrade and release cycles given the addition of new color options last week. With regard to the iPad Pro, we discuss Steve Jobs’s famous comment about the role of the stylus, as well as Tim Cook’s remark from the event itself that the iPad represents “the clearest expression of our vision of the future of computing”. Aaron also follows up on his comment from last week about the possible role of the iPad Pro in college settings. On the subject of the Apple TV, we discuss the interesting storage limitations Apple has placed on apps, along with the significance of the On-Demand Resources model; the requirement for all games to support Apple’s Siri Remote, and not just third-party controllers; and possible upgrade cycles. With the iPhone, we discuss briefly the significance of 3D Touch, the new cameras, and a few other features, as well as Apple’s iPhone Upgrade Program. As ever, the SoundCloud player is embedded below, and links to other versions as well as other relevant content are underneath that.

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 now 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 14 – Apple September Event First Take

This is our quick take on Apple’s September event, which was recorded with Jan sitting outside the Bill Graham Civic Auditorium, immediately following the conclusion of the Apple event. As such, the audio on this episode is not up to our usual standards. It’s also shorter than most of our episodes and doesn’t follow our usual format. Instead, you’ll hear about 25 minutes of quick conversation following the chronological order of Apple’s event, with some tidbits from the hands-on experience. We’ll do a deeper dive next week, hopefully with our usual audio quality!

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 now 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.