Category Archives: Facebook

Episode 53 – Apple in India, Facebook News Feed Changes

Our News Roundup this week covers three topics: Microsoft’s announcement that Windows 10 now has 350 installations; Twitter’s addition of stickers to photos shared through the platform; and Amazon’s new strategy for selling third-party Android phones with ads on the lock screen.

Our Question of the Week is “How is Apple doing in India, and how can it do better?” It builds on research Jan has been doing over the last few weeks on what Apple might do to boost its fortunes – and specifically the iPhone’s fortunes – in India. We talk about the unique characteristics of the Indian market, and how it’s different from China; the state of the smartphone market in India; Apple’s current position there; and four major themes around how Apple can accelerate growth and increase its addressable market there.

Our third segment covers the changes Facebook announced to its News Feed algorithm on Wednesday, the reasons for the move, and the likely implications for users, for publishers, and for Facebook. As usual, we wrap up with a Weekly Pick, this week two items recommended by Aaron.

I want to briefly thank all those who helped me in my research for this episode and my weekly Techpinions column, which also went up today on the same topic, including Shibesh, Harshil Shah, Sudeep Mishra, Sascha Pallenberg, Viranch Damani, Varun Krishnan, Nitin Alabur, and others. Your help and insight is much appreciated.

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 49 – State of the Smart Home, Mary Meeker’s Deck

This week’s News Roundup covered three topics: Microsoft’s deal with Xiaomi to share patents and pre-install Office and Skype on Xiaomi devices; rumors of a new 5K display from Apple; and a new EU Code of Conduct on policing hate speech signed by major American tech companies. We discuss the ins and outs of each of these stories and their implications.

Our Question of the Week is “What’s the state of the smart home, and how will it change?” This topic builds off a recent piece Jan wrote for Techpinions which was syndicated to Recode, titled “The Smart Home is Stuck“, in which Jan argued that the most high-profile element of the smart home market – the retail purchase, self-install segment, is stuck at the early adopter phase. However, we also discuss the other major segment in the market, which is the service-based alternative, which sees devices professionally installed and managed, and charges monthly service fees rather than a one-off device purchase fee. This part of the market, exemplified by companies like Vivint, AT&T, and Alarm.com (through a white label model) is performing much better. We talk about how this situation might change over time, some of the other dynamics, and potential future innovations in the space.

Our third topic is a discussion of analyst Mary Meeker’s most recent slide deck, which provides a 200-slide overview of major trends in the internet and related fields, and was presented at the Code Conference this week. We focus on three of the trends she identified – ad spend, cars and technology, and China – and discuss each of these in some detail.

We wrap up with our Weekly Pick, which is something of a follow-up to an earlier 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 42 – Evaluating Corporate VC, Facebook F8

Our News Roundup this week featured the following topics:

  • Amazon’s new Kindle Oasis
  • KGI Securities’ downbeat Apple Watch forecast for 2016
  • Hands on with the iPad Pro.

Our Question of the Week is: “What is corporate venture capital and is it worth doing?” Aaron talks us through this subset of the world of VC, where corporations such as Google and Intel engage in venture funding of startups, based on research by David Benson (Aaron’s brother in law) and others. We discuss  CVC’s reputation for being “dumb money”, what it’s intended to achieve, the risks associated with it, and ultimately whether it’s worthwhile or not for the companies that do it.

Our third topic is Facebook’s F8 developer conference and the major announcements made there, including a major new focus on chat bots in Facebook Messenger, a Live Video API, a 360 degree camera rig, and other announcements. We talk about the potential for bots in general and our experience with the first bots to be released on the platform and also about Facebook’s broad ambitions to connect the world.

As ever, we wrapped up with a Weekly Pick, this week an app 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:

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 32 – Alphabet, Facebook, Yahoo Earnings

As usual, we kick off this episode with our News Roundup. This week, we discuss Microsoft and Amazon’s earnings briefly, including the rather counterintuitive investor reaction to each of them. Then we have a quick conversation about the positive video subscriber additions both Time Warner Cable and Comcast have reported recently, and why they shouldn’t lead us to question the cord cutting trend.

Our main topic today is Alphabet (formerly Google) and Facebook’s earnings. We discuss Alphabet’s new reporting structure and the performance of its “Other Bets” (something Jan wrote about this week on the Beyond Devices blog). We also talk about the fact that both these ad-centric businesses are investing heavily in non-ad businesses that have yet to deliver meaningful revenue, at significant cost, and why that might be. We also talk about the meaning of monthly and daily active user numbers, and the significance of each. To wrap up, we discuss Yahoo’s earnings and the state of Yahoo, as well as the challenges facing the company and its failure to reinvent itself under Marissa Mayer over the last few years.

As ever, you can find some links to related content and other information beneath 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 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 24 – Mac App Store, Facebook’s “Meta OS”, Apple Watch Dock

This week, we kick off our discussion with a review of what’s happened over the last week or so with the Mac App Store, which suffered from a certificate-related bug that broke a number of apps previously downloaded from the store. We also use this as a jumping-off point for a broader discussion about the Mac App Store and the various other issues developers have been complaining about for some time now. Our second topic is our Question of the Week, which is about why Facebook has so many apps beyond the main Facebook app. This ties into a post Jan wrote on Techpinions last week (link in the show notes below). Our third topic is the new dock Apple has just released for the Apple Watch in somewhat under-the-radar fashion, and again we broaden the discussion to cover Apple’s strange history with docks for its products.

As ever, there are relevant links and other material under 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.