Category Archives: Episodes

Week 120 – BD Podcast News, State of the Industry Discussion

Jan’s taking on a new full-time job and stepping away from his role as an independent analyst, which means we’re taking a bit of a break from the podcast after this episode, and will post less frequent episodes in future. With that context, we’re in a contemplative mood and decided to make this episode a discussion about the state of the tech industry. We tackle a few distinct themes: the power of incrementalism in the face of a bias towards big inventions; the maturity of key markets and the market structures that’s driving us to; changing competitive dynamics and the increasing power of a few big players; and the role that regulation might play in the future of the industry and changing all that.

As always, you’ll find links to these stories and other things we discussed underneath the SoundCloud player embedded below.

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 (Tech Narratives links unless otherwise stated):

As ever, we welcome your feedback via Twitter (@jandawson / @aaronmiller), the website (podcast.beyonddevic.es), or email (jan@jackdawresearch.com).

Please leave us a comment or get in touch via Twitter to give us feedback. We’d love to hear from you. You can reach the individual hosts on Twitter (@jandawson@aaronmiller), or via email (jan at jackdawresearch dot com). We also have a dedicated Podcast Twitter handle at @BDPcast. And we’d love it if you would leave a review of the podcast on iTunes or in your podcast app of choice.

Week 119 News Roundup – Snap Earnings, Twitter 280, iPhone X First Impressions

We’re back on our normal schedule for this week’s News Roundup episode, and back to covering three distinct topics. This week those are: Snap’s disappointing earnings and the proposed changes to the product and strategy there; Twitter’s broader rollout of the 280 character limit and criticism over its use of user verification, and Aaron and Jan’s first impressions of the iPhone X, which we’ve both been using for a few days now.

As always, you’ll find links to these stories and other things we discussed underneath the SoundCloud player embedded below.

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 (Tech Narratives links unless otherwise stated):

As ever, we welcome your feedback via Twitter (@jandawson / @aaronmiller), the website (podcast.beyonddevic.es), or email (jan@jackdawresearch.com).

Please leave us a comment or get in touch via Twitter to give us feedback. We’d love to hear from you. You can reach the individual hosts on Twitter (@jandawson@aaronmiller), or via email (jan at jackdawresearch dot com). We also have a dedicated Podcast Twitter handle at @BDPcast. And we’d love it if you would leave a review of the podcast on iTunes or in your podcast app of choice.

Week 118 News Roundup – Apple and Facebook Q3 2017 Earnings

We’re a couple of days late with this episode – Jan was traveling late last week, but we still wanted to cover Apple earnings, so we recorded first thing on Monday morning, and should still have another episode later this week. Apple earnings are the major focus for this episode, as we go through the various reporting segments in order of size by revenue. But we also spend a few minutes towards the end of the episode talking about Facebook’s earnings.

As always, you’ll find links to these stories and other things we discussed underneath the SoundCloud player embedded below.

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 (Tech Narratives links unless otherwise stated):

As ever, we welcome your feedback via Twitter (@jandawson / @aaronmiller), the website (podcast.beyonddevic.es), or email (jan@jackdawresearch.com).

Please leave us a comment or get in touch via Twitter to give us feedback. We’d love to hear from you. You can reach the individual hosts on Twitter (@jandawson@aaronmiller), or via email (jan at jackdawresearch dot com). We also have a dedicated Podcast Twitter handle at @BDPcast. And we’d love it if you would leave a review of the podcast on iTunes or in your podcast app of choice.

Week 117 News Roundup – Amazon, Alphabet, Twitter, and Microsoft Earnings

This week’s episode is entirely devoted to Q3 2017 earnings reports which were released this week from four big companies: Amazon, Alphabet, Twitter, and Microsoft. We talk through the highlights of each company’s earnings, the strengths and weaknesses (and warning signs) and the broader competitive landscape around these companies. We’ll likely do a deep dive on Apple earnings among other things in our next episode.

As always, you’ll find links to these stories and other things we discussed underneath the SoundCloud player embedded below.

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 (Tech Narratives links unless otherwise stated):

As ever, we welcome your feedback via Twitter (@jandawson / @aaronmiller), the website (podcast.beyonddevic.es), or email (jan@jackdawresearch.com).

Please leave us a comment or get in touch via Twitter to give us feedback. We’d love to hear from you. You can reach the individual hosts on Twitter (@jandawson@aaronmiller), or via email (jan at jackdawresearch dot com). We also have a dedicated Podcast Twitter handle at @BDPcast. And we’d love it if you would leave a review of the podcast on iTunes or in your podcast app of choice.

Week 116 News Roundup – Samsung Developer Conference, Pixel 2 Reviews, Netflix Earnings, iPhone Rumors

On this week’s News Roundup, we kick things off with Samsung’s Developer Conference and the announcements the company made there, which were more strategic and big picture in nature than most of its hardware announcements. Secondly, we talk about the reviews for Google’s Pixel 2 smartphones, which were published this week and were a surprisingly mixed bag, especially with regard to the displays on the larger phones. Third, we cover Netflix’s earnings, which kicked of the Q3 earnings season earlier this week, and lastly we talk about the two big sets of iPhone supply and sales rumors currently floating around.

As always, you’ll find links to these stories and other things we discussed underneath the SoundCloud player embedded below.

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 (Tech Narratives links unless otherwise stated):

The piece I wrote about shutting down Tech Narratives (and about my other work) is here.

As ever, we welcome your feedback via Twitter (@jandawson / @aaronmiller), the website (podcast.beyonddevic.es), or email (jan@jackdawresearch.com).

Please leave us a comment or get in touch via Twitter to give us feedback. We’d love to hear from you. You can reach the individual hosts on Twitter (@jandawson@aaronmiller), or via email (jan at jackdawresearch dot com). We also have a dedicated Podcast Twitter handle at @BDPcast. And we’d love it if you would leave a review of the podcast on iTunes or in your podcast app of choice.

Week 115 News Roundup – Oculus, Apple/Spielberg, Movies Anywhere, Snapchat Context Cards, Twitter

This week’s episode kicks off with a discussion of Netflix’s price increases, and the context and reason for those. Next, we do a deep dive on Google’s event this week and all that it announced, from new Pixel phones to new members of the Home family and a few other products also unveiled. Lastly, we talk about the other event that happened on Wednesday this week, the launch of the first voice-enabled speaker from Sonos.

As always, you’ll find links to these stories and other things we discussed underneath the SoundCloud player embedded below.

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 (Tech Narratives links unless otherwise stated):

  • Oculus:
    • Jan’s Take on Tech Narratives ($): https://www.technarratives.com/2017/10/11/★-oculus-announces-199-standalone-headset-other-hardware-and-software-news/
    • Oculus: https://www.oculus.com/blog/pioneering-the-frontier-of-vr-introducing-oculus-go-plus-santa-cruz-updates/
  • Apple/Spielberg:
    • Jan’s Take on Tech Narratives ($): https://www.technarratives.com/2017/10/10/apple-signs-deal-for-reboot-of-spielbergs-1980s-series-amazing-stories/
    • Wall Street Journal: https://www.wsj.com/articles/apple-signs-content-deal-with-steven-spielberg-1507656455
  • Movies Anywhere:
    • Jan’s Take on Tech Narratives ($):
      https://www.technarratives.com/2017/10/12/disney-warner-sony-21st-cf-universal-join-movies-anywhere-digital-locker-service/
    • Variety: http://variety.com/2017/digital/news/movies-anywhere-launches-with-joint-studio-backing-1202587915/
  • Snapchat Context Cards:
    • Jan’s Take on Tech Narratives ($): https://www.technarratives.com/2017/10/10/★-snapchat-adds-context-cards-for-ride-sharing-restaurant-booking-other-services/
    • [contact-form][contact-field label=”Name” type=”name” required=”true” /][contact-field label=”Email” type=”email” required=”true” /][contact-field label=”Website” type=”url” /][contact-field label=”Message” type=”textarea” /][/contact-form]

      Snap: https://www.snap.com/en-US/news/post/introducing-context-cards/

    • Jan’s Techpinions piece: https://techpinions.com/google-and-the-disintermediation-of-search/51316
  • Twitter Abuse:
    • Jan’s Takes on Tech Narratives ($):

      Twitter Demonstrates its Inconsistency in Policing Abuse Again


      https://www.technarratives.com/2017/10/13/prominent-women-launch-twitter-boycott-on-friday-over-abuse-issues/

    • TechCrunch: https://techcrunch.com/2017/10/12/twitter-breaks-silence-on-mcgowan-suspension/
    • USA Today: https://www.usatoday.com/story/tech/news/2017/10/12/rose-mcgowans-harvey-weinstein-tweets-got-her-suspended-fromsome-women-and-men-pledge-boycott-twitte/760130001/

As ever, we welcome your feedback via Twitter (@jandawson / @aaronmiller), the website (podcast.beyonddevic.es), or email (jan@jackdawresearch.com).

Please leave us a comment or get in touch via Twitter to give us feedback. We’d love to hear from you. You can reach the individual hosts on Twitter (@jandawson@aaronmiller), or via email (jan at jackdawresearch dot com). We also have a dedicated Podcast Twitter handle at @BDPcast. And we’d love it if you would leave a review of the podcast on iTunes or in your podcast app of choice.

Week 114 News Roundup – Netflix Price Increases, Google Launch, Sonos Event

This week’s episode kicks off with a discussion of Netflix’s price increases, and the context and reason for those. Next, we do a deep dive on Google’s event this week and all that it announced, from new Pixel phones to new members of the Home family and a few other products also unveiled. Lastly, we talk about the other event that happened on Wednesday this week, the launch of the first voice-enabled speaker from Sonos.

As always, you’ll find links to these stories and other things we discussed underneath the SoundCloud player embedded below.

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 (Tech Narratives links unless otherwise stated):

As ever, we welcome your feedback via Twitter (@jandawson / @aaronmiller), the website (podcast.beyonddevic.es), or email (jan@jackdawresearch.com).

Please leave us a comment or get in touch via Twitter to give us feedback. We’d love to hear from you. You can reach the individual hosts on Twitter (@jandawson@aaronmiller), or via email (jan at jackdawresearch dot com). We also have a dedicated Podcast Twitter handle at @BDPcast. And we’d love it if you would leave a review of the podcast on iTunes or in your podcast app of choice.

Week 113 News Roundup – Amazon Event, Twitter 280, Ecosystem Wars, Google Shopping, Google Event Preview

Aaron is traveling this week, so this is a solo episode from Jan, which means it covers a little more ground than usual. We kick things off with the Amazon event this week and how to think about the announcements made there. Secondly, Jan talks about Twitter’s test of a 280-character limit for tweets, whether it’s a good idea, and what else it should be doing as well (or instead). Thirdly, we touch on a theme in the news this week, which is ecosystem wars between Amazon, Apple, and Google, and a variety of movements that were signaled by the various players over the last few days. Fourth, Jan talks about recent developments in Google’s EU Shopping case, and lastly he shares his thoughts on next week’s Google hardware event, and what we might see there.

As always, you’ll find links to these stories and other things we discussed underneath the SoundCloud player embedded below.

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 (Tech Narratives links unless otherwise stated):

As ever, we welcome your feedback via Twitter (@jandawson / @aaronmiller), the website (podcast.beyonddevic.es), or email (jan@jackdawresearch.com).

Please leave us a comment or get in touch via Twitter to give us feedback. We’d love to hear from you. You can reach the individual hosts on Twitter (@jandawson@aaronmiller), or via email (jan at jackdawresearch dot com). We also have a dedicated Podcast Twitter handle at @BDPcast. And we’d love it if you would leave a review of the podcast on iTunes or in your podcast app of choice.

Week 112 News Roundup – Nest Announcements, Apple Reviews, Google-HTC

This week’s News Roundup episode focused on three news stories. We kicked things off with a discussion of Nest’s biggest set of announcements in recent memories and what it means for the smart home market. Next, we discussed the various reviews that came out for Apple’s new products this week. And lastly, we talked through Google’s investment in / acquisition of part of HTC’s smartphone business.

As always, you’ll find links to these stories and other things we discussed underneath the SoundCloud player embedded below.

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 (Tech Narratives links unless otherwise stated):

As ever, we welcome your feedback via Twitter (@jandawson / @aaronmiller), the website (podcast.beyonddevic.es), or email (jan@jackdawresearch.com).

Please leave us a comment or get in touch via Twitter to give us feedback. We’d love to hear from you. You can reach the individual hosts on Twitter (@jandawson@aaronmiller), or via email (jan at jackdawresearch dot com). We also have a dedicated Podcast Twitter handle at @BDPcast. And we’d love it if you would leave a review of the podcast on iTunes or in your podcast app of choice.

Week 111 News Roundup – Facebook Ad Targeting, Amazon Buying Channels, Apple Roundup

This week’s news was rather dominated by Apple, but we did still find some other things to talk about in our News Roundup episode. We kick things off with news that Facebook (as well as Google and Twitter) has been offering advertisers the option of targeting users by some pretty unpleasant terms including several antisemitic ones. Secondly, we talk about news from NBC that Amazon is looking at buying several less-watched TV channels from big traditional TV companies that are looking to offload them. And we couldn’t help but cover some of the Apple news that emerged later in the week, both related and unrelated to Tuesday’s announcements.

As always, you’ll find links to these stories and other things we discussed underneath the SoundCloud player embedded below.

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 (Tech Narratives links unless otherwise stated):

As ever, we welcome your feedback via Twitter (@jandawson / @aaronmiller), the website (podcast.beyonddevic.es), or email (jan@jackdawresearch.com).

Please leave us a comment or get in touch via Twitter to give us feedback. We’d love to hear from you. You can reach the individual hosts on Twitter (@jandawson@aaronmiller), or via email (jan at jackdawresearch dot com). We also have a dedicated Podcast Twitter handle at @BDPcast. And we’d love it if you would leave a review of the podcast on iTunes or in your podcast app of choice.