Category Archives: Apple

Episode 84 – AWS and Outages, MWC Announcements

This week’s News Roundup covers YouTube’s announcement of the appropriately named YouTube TV service, which will offer a bundle of broadcast and cable channels from four major companies for $35; rumors that Apple would replace the Lightning connector on iPhones with USB-C in the fall; and Snap Inc’s debut on the New York Stock Exchange on Thursday.

Our Question of the Week is “What is AWS and why are so many people so dependent on it?” Naturally the prompt here is this week’s AWS S3 outage, which caused many sites and services to go down for several hours on Tuesday. We talk through what AWS is, the major products and services that are part of it, how big this is, and the details of Tuesday’s outage, in terms of both the causes and the impact, and whether it’s healthy that so much of the Internet depends on one company.

Our Third Segment is a discussion of some of the phone announcements made at Mobile World Congress this week, from Nokia, BlackBerry, Oppo, LG, and Motorola, and what they tell us about the state of the smartphone market.

Our Weekly Pick is a life hack of sorts recommended by 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 82 – Original Video Content, Snap’s S-1 Filing

We’re back to our usual format this week. Our News Roundup kicks off with a couple of US wireless stories – Verizon Wireless reintroducing unlimited plans, and T-Mobile reporting its results. Next up, we discuss Apple joining the Wireless Power Consortium, and what it might mean. And lastly, we discuss Facebook’s announcement that it’s working on an app for TV boxes like the Apple TV and Amazon Fire TV.

Our Question of the Week is “Who is investing in original video content and why?” The topic has been in the news this week with Apple showing off trailers for two new original series that will be part of Apple Music, and YouTube star PewDiePie being dropped from its original content lineup after making some anti-semitic videos. We discuss who’s investing in this area, why, and what they’re spending, as well as whether it will all be worth it.

Our Weekly Pick is a musician recommended by 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 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 80 – Tech Narratives, Apple Earnings

A quick note: we had an glitch at Aaron’s end, which dramatically reduced the quality of his side of the audio, so he sounds like he’s on the other end of a phone line rather than using a high powered mic. We’re not sure what happened, but it wasn’t fixable, unfortunately. Our apologies, but things should be back to normal next week.

The three topics in our News Roundup this week are pretty diverse. We start with Fitbit’s preliminary earnings, which were below guidance and triggered layoffs at the company, undermining the company’s argument that its recent slowing growth is temporary. Secondly, we discuss the Comcast-Roku partnership which puts Xfinity TV on Roku as an app as a potential replacement for a set top box, with some significant caveats. Lastly, we talk about Slack’s launch of Enterprise Grid, a more sophisticated version of the app for larger, complex enterprises.

Our Question of the Week is “What are narratives in tech and where do they come from?” We talk about the prevalence of narratives in tech news – the stories that get woven around companies and trends in the industry, and which often take on a life of their own, limiting companies’ ability to shape people’s perceptions. We use this topic as a jumping-off point for talking about Jan’s new website, Tech Narratives (www.technarratives.com), which aims to evaluate these narratives and put the day’s tech news in context.

Our third segment is a review of Apple’s earnings for the December quarter. We discuss individual product lines like iPhone, iPad, Mac, and Watch, but also talk about broader issues like the extra week in the quarter, currency headwinds, the potential for finally repatriating some of Apple’s overseas cash in 2017, and what’s really going on in China.

Lastly, our Weekly Pick is a children’s 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:

  • News Roundup:
  • Question of the Week:
  • Aaron’s Weekly Pick was The Wild Robot, by Peter Brown (Amazon affiliate link), a children’s book Aaron has been enjoying with one of his sons recently (and which, he revealed later on Wednesday, has an emotional ending).

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 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.

Episode 76 – 2017 Predictions and 2016 Predictions Review

This episode is all about predictions. First off, we review the predictions we made a year ago for 2016, including a raft of Apple-related predictions as well as some other company-specific ones and then some industry level forecasts. But most of the episode, from about 15 minutes onward, we focus on predictions for the year ahead. We again start with some company-specific predictions, concerning Apple, Alphabet, Microsoft, Facebook, Twitter, Uber, and Snapchat. But we also include some industry-level predictions again. As last year, the predictions are a mix of those where we feel we’re on solid ground, and those where we’re sticking our necks out a bit. This will be our last episode until sometime in the New Year, so happy holidays!

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 75 – 2016 Year in Review, AirPods

Our News Roundup this week covers three topics. We start with a second week in a row of Amazon news, this time the announcement of a drone-based delivery trial in Cambridge, England. Next, we discuss a couple of pieces of news about autonomous driving – Google’s restructuring of its self-driving car efforts into Waymo, a separate entity under the Alphabet umbrella, and Uber’s self-driving cab testing in San Francisco. Lastly, the news of yet another massive Yahoo hack.

Our usual Question of the Week segment this week becomes Questions of the Year, as our way of looking back on 2016. We answer a set of questions about the year that’s ending soon, from what surprised us the most this year to which companies we changed our minds about during the year. Next week, we’ll follow up with predictions for 2017 (and a review of last year’s predictions for 2016).

Our short third segment is a quick discussion of Apple’s delayed AirPods launch and the AirPods themselves, which Jan has been using this week.

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 74 – Music Streaming, Are Gadgets Dead?

Our News Roundup this week covers three topics. First, T-Mobile’s announcement of Digits, a service which will allow customers to use their single number on multiple devices, or multiple numbers on a single device. Second, we discuss two news items relating to Apple and AI: the announcement that its researchers will now be able to publish their research, and second the slides from its talk this week at an AI conference. Third, Amazon’s announcement of Amazon Go, a sort of grocery store of the future.

Our Question of the Week is “How is streaming changing the music industry?” Jan talks about the size and composition of the music industry and its revenues, and the rise of streaming. We discuss the differences between ad-supported and paid streaming, and what’s happening with each. And we talk about where the industry will go from here.

Our third segment is a conversation about Farhad Manjoo’s article this week in the New York Times about the increasingly tough landscape for hardware vendors, and whether we agree with his conclusions.

We wrap up with our Weekly Pick, which this week is a holiday gift guide recommended by 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.