Category Archives: Episodes

Week 108 News Roundup – Samsung Note8, Amazon-Whole Foods, Apple Car

This is our News Roundup episode for the week, and as usual we discuss a few of the week’s big news stories. First up is Samsung’s launch of the Note8 device, the successor to last year’s ill-fated Note7, which took place this week in New York City. Jan attended in person and shares some of his thoughts, but we also talk about some of the other ins and outs of the device and how it might do. Secondly, we talk about Amazon’s very rapid progress in closing its Whole Foods acquisition and the immediate benefits customers of Whole Foods will see when the deal closes next week. Lastly, we discuss this week’s New York Times report about the Apple car project, Project Titan, and some of the details that emerged from that story.

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 108 QotW – Mary Jo Foley on Microsoft

After a couple of weeks off for the Question of the Week episode, we have an interview with Mary Jo Foley, a reporter who’s been covering Microsoft pretty much exclusively for 20 years, and who’s one of the most knowledgeable and respected journalists on the Microsoft beat. We talk through the state of Microsoft and the various transitions and cultural shifts it’s going through at the moment, whether things really are changing at Microsoft, how, and why. But we also talk through some more topical items about Microsoft including the recent Consumer Reports controversy over the Surface line, layoffs in the sales team, and the launch of Windows 10 S.

Thank you very much to Mary Jo for joining us, and we hope our listeners find this interview interesting. We’re hoping to do more of this kind of thing going forward with our Question of the Week episode, so if you have suggestions for people we should interview, let us know!

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 links relevant to today’s discussion:

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. 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 107 News Roundup – Essential Phone Launch, Apple Watch LTE & Aetna, Netflix and Apple Original Content

Aaron’s back, and so we’re back to our usual back and forth format, this time around three major topics. First up, we talk about the belated launch of the Essential Phone from Andy Rubin’s company, and the reviews which came out on Friday. Secondly, we discuss recent reports about the Apple Watch, including the possibility of an imminent LTE version and suggestions that Apple is talking to health insurer Aetna about subsidizing devices for its members. Lastly, we talk original video content, in the context of Netflix’s hiring of Shonda Rhimes and Apple’s reported $1 billion investment this year in originals.

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 106 News Roundup – Google Memo, Uber Board, Netflix/Disney, Facebook Watch, CR & Surface, SoundCloud

With Aaron away, this is a solo episode of the News Roundup by Jan. Because there’s only one of us talking, there are more topics than usual on this week’s episode: six, to be precise. These are: the controversial Google memo; Uber board shenanigans; Netflix and Disney’s announcements this week; Facebook’s new Watch tab; Consumer Reports’ decision to withdraw its recommendation of two Surface models from Microsoft; and the conclusion of the recent SoundCloud funding saga.

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 105 News Roundup – GoPro & Fitbit Earnings, FB Hardware, iPhone Leaks, Market Share Numbers

This is the week’s News Roundup episode. We’d hoped to have a Question of the Week for you too, but we had a technical hitch in recording and it’ll be out at some point in the next couple of weeks instead, with a deep dive on Apple earnings as usual next week. For today, we cover two other companies’ earnings: Twitter and Amazon. Both offered more of the same, albeit in very different ways, with Twitter seeing more revenue declines and anemic user growth, while Amazon posted rapid growth but a big drop in margins. We also talk about Apple’s culling of the iPod line and the iPod’s historical significance, and Adobe’s announcement of the end of life for Flash.

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):

Jan also mentioned his recent podcast episode on Samsung with Bernard Leong on Analyse Asia – that episode can be found 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 105 QotW – Apple June 2017 Quarter Earnings

We’re back with another deep dive, this time around our quarterly review of Apple’s earnings for the June 2017 quarter, Apple’s fiscal Q3. We talk through three sets of things: the numbers announced for the quarter, the guidance offered for next quarter, and additional comments on topics like China, augmented reality, autonomy, and original video content. We dive into the performance of Apple’s various business lines, both in terms of what’s been happening and what we expect to happen going forward, and quite a bit more.

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 links relevant to today’s discussion:

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. 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 104 News Roundup – Twitter and Amazon Earnings, iPod Line Culled, Death of Flash

This is the week’s News Roundup episode. We’d hoped to have a Question of the Week for you too, but we had a technical hitch in recording and it’ll be out at some point in the next couple of weeks instead, with a deep dive on Apple earnings as usual next week. For today, we cover two other companies’ earnings: Twitter and Amazon. Both offered more of the same, albeit in very different ways, with Twitter seeing more revenue declines and anemic user growth, while Amazon posted rapid growth but a big drop in margins. We also talk about Apple’s culling of the iPod line and the iPod’s historical significance, and Adobe’s announcement of the end of life for Flash.

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 103 News Roundup – Netflix Earnings, Lyft Self-Driving System, Google Glass, Twitter Abuse

Here’s our News Roundup episode for the week, with a deeper dive on a few of the big news items from the past few days. We kick off earnings season with a discussion of Netflix earnings and what if anything it has to worry about in future. Secondly, we discuss Lyft’s announcement that it’s working on a self-driving system, as a complement to recent announcements on working with partners on this area. Third, we talk about the rebirth of Google Glass as an enterprise and industrial product, and the broader implications for related products like Microsoft’s HoloLens and AR headsets in general. We wrap things up with a discussion of abuse and harassment on Twitter, which continues to be a problem despite the progress the company touted this week.

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 103 QotW – Apple Health and Wellness

After a couple of weeks’ break, we’re back with another Question of the Week, this time focused on Apple’s health and wellness products and services and the ecosystem it’s built around them. Jan attended a set of briefings last week in which Apple laid out its portfolio and that of its device and software partners, and it makes for a good jumping off point for an evaluation of the breadth of Apple’s portfolio in this space, and the value third parties add. We run through a brief history of Apple’s efforts in this area, then discuss the current state of things across five major domains – Activity, Mindfulness, Nutrition, Sleep, and Medical. Lastly, we talk about where things might go from here.

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:

  • Jan’s Techpinions column summarizing the recent briefings is here.
  • Jan also mentioned the new Tech Narratives Podcast, which you can find on SoundCloud here, iTunes here, and Overcast here, and which should be available in many other podcast apps too.

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.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 101 News Roundup – Jawbone; Samsung, LG, Xiaomi in Q2; Amazon Prime Subs; Touch ID Reports

There’s no Question of the Week episode this week, but here’s our roundup of the major news of the week. We kick things off with a discussion of Jawbone’s reported liquidation and what it might mean for the broader wearables market. Secondly, we discuss preliminary disclosure of financial or operating results from Samsung, LG, and Xiaomi, which emerged this week. Third is a quick evaluation of a report from CIRP that Amazon now has 85 million Prime subscribers in the US, which Jan is skeptical of. And last is a discussion of the reports this week that Apple might ditch the Touch ID sensor in at least one of this fall’s new iPhones.

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):

  • Jawbone liquidation:
    https://www.technarratives.com/2017/07/06/jawbone-has-begun-liquidation-proceedings/
  • Samsung preliminary results:
    www.technarratives.com/2017/06/27/fa…active-users/
  • LG preliminary results:
    https://www.technarratives.com/2017/07/07/lg-preliminary-q2-results-suggest-revenue-and-earnings-miss-despite-growth/
  • Xiaomi Q2 smartphone shipments:
    https://www.technarratives.com/2017/07/07/xiaomi-claims-70-quarter-on-quarter-smartphone-shipment-growth/
  • Amazon Prime subscribers:
    https://www.technarratives.com/2017/07/07/amazon-said-to-have-85-million-prime-subs-in-the-us-but-probably-has-fewer/
  • Touch ID reports:
    https://www.technarratives.com/2017/07/03/kgi-and-bloomberg-report-leaks-on-iphone-8-security-features/

 

 

Additionally:

  • Jan mentioned the new Tech Narratives Podcast, which offers a daily roundup of the big tech news on weekdays. You can find it on SoundCloud here, iTunes here, and Overcast here, and which should be available in many other podcast apps too.

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.