Category Archives: Google

Episode 65 – Google Assistant, Pixel, and Home

This week’s episode dispenses with our usual format and focuses exclusively on Google’s event. We kick off the episode with a discussion about Google’s AI message and the Google Assistant, and the role of AI in differentiation, both for Google services and the new hardware. We then discuss the Pixel phones, the positioning, the strategy, and the devices themselves. Lastly, we talk about Google Home and its entry into a market currently dominated by Amazon, and its prospects there.

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 62 – Verily Overview, iPhone Reviews Review

Our News Roundup this week covers the ongoing fallout from the Samsung Galaxy Note7 battery problems; the story that Amazon is going to be experimenting with a 30-hour work week for some of its employees; and the expansion of comment filtering functionality to all users by Instagram. We discuss each of these topics for a few minutes and talk about the context and implications. We’ll likely do a Question of the Week next week on consumer product recalls using the Note7 recall as a jumping-off point.

Our Question of the Week this week is “What is Verily and what does it do?” This question builds on a piece Jan wrote for Techpinions Insiders contrasting Alphabet and Apple’s approaches to the healthcare space, with Verily being Alphabet’s Life Sciences subsidiary (formerly Google Life Sciences). We talk through what Verily is, who runs it, what it’s intended to accomplish, its internal projects and its partnerships with other organizations, and lastly how it’s perceived within the broader life sciences community. It’s a fascinating business and we both learned a lot from doing this segment.

Our third segment is a discussion of the reviews for the iPhone 7 and Apple Watch Series 2, which will be available for sale on Friday, as well as a brief discussion of iOS and watchOS 3, which were released to the general public this week.

Our Weekly Pick is a TV show 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 58 – Unsticking Twitter, What We Use

Our News Roundup this week covers the Samsung Note7 reviews that came out this week; Google’s launch of its Duo video calling app for Android and iOS; and Apple’s announcement of an R&D center in China.

Our Question of the Week is “Why does Twitter seem stuck, and how can it unstick itself?” Jan answers questions about what makes Twitter seem stuck, from its user growth to monetization in the US to its product; why Twitter seems to be executing so slowly on its strategic priorities; and what Twitter can and should do to fix itself and get past its current stagnation.

Our third segment is a bit of a departure from our usual pattern, in that it’s just us talking about the technology – hardware, software, and services – that we use in our daily work and personal lives.

Lastly, we wrap up with a Weekly Pick, which is a 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:

  • Various posts from Jan on Twitter
  • Aaron’s Weekly Pick was The White Man’s Burden, by William Easterly, which you can find on Amazon (affiliate link).

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 48 – Consumer Tech in Africa, Apple & AI

We’re back to our usual format for this week, with a News Roundup, Question of the Week, and a third topic, plus a Weekly Pick.

Our News Roundup covered three topics: Spotify’s financials, which Jan wrote about earlier in the week; Microsoft’s decision to exit the consumer smartphone market; and Twitter’s planned change to the 140-character limit. Our Question of the Week piggybacks off Aaron’s recent trip to Ghana, which is one of a number of trips he’s made there over the last nine years. The question is “What’s the state of consumer technology in Africa?” and we spent a good amount of timing doing a deep dive into this topic, based not just on Aaron’s personal observations but on additional research (see the show notes for a couple of good sources).

Our third topic this episode was Apple’s efforts in AI, and a narrative that seems to have emerged recently about a perception that Apple is behind in AI, and that this will be problematic for the company. We talk about the pros and cons of this argument, how it relates to Siri specifically, and how Siri might evolve at this year’s WWDC. Lastly, we have our Weekly Pick, which is actually a double recommendation from Jan this time around.

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 47 – Apple in Asia, Google I/O Announcements

Aaron is finally back from his travels in Africa, and so we returned to something more like our usual format this week. We kicked things off with a News Roundup, with two of the topics concerning Apple in Asia. We first discussed Apple’s investment in Chinese ride-sharing service Didi, and what that’s really about, and then talked about Apple’s smaller but still significant investments in India, also announced this week. Lastly, we discussed Microsoft’s sale of its feature phone business to Foxconn.

Our main topic this week, though, was Google’s I/O developer conference, and the announcements it made there. We kick things off with a discussion of the Google Home device and the Google assistant that will power it but also exist elsewhere. We next discuss the two new communications apps from Google – Allo and Duo – and whether they’re likely to help Google’s position in this space (spoiler: probably not). We also discuss Android N and the thinking behind moving up the preview release earlier this year, Android Wear, and especially VR and Google’s Daydream initiative. Lastly, we talk about the fact that Android apps will soon be able to run on Chrome OS.

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 43 – EU Android Antitrust Action, Tech Earnings Roundup

Our three News Roundup topics this week were:

  • China’s blocking of two Apple content services
  • Apple’s MacBook update
  • Uber’s settlement with drivers.

Our Question of the Week is “What should we make of the European Union’s antitrust action against Google?” We discuss the EU’s process for investigation these allegations, the specifics of the allegations against Google, and whether they hold water. We also talk about the parallels and differences with regard to the EU’s case against Microsoft roughly 15 years ago. And we talk about the likely outcomes of this case.

Our third topic is a review of tech earnings over the past week, focusing particularly on Alphabet, Intel, Microsoft, and Netflix. We discuss the common thread of mobile disruption overhanging several of the results, as well as Netflix’s coming price increase and its international expansion.

As ever, we wrapped up with a Weekly Pick, this week a gardening tool 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 topics:
  • Jan’s blog post about the EU’s Android Mistake, which also has links to the three relevant documents from the EU itself
  • Jan’s follow-up post focused on the relevant market definition
  • Aaron’s Weekly Pick this week was a weeding tool made by Fiskars – you can buy it on Amazon here.

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 40 – Apple & Google CSR Initiatives, Build 2016

This week’s News Roundup covers three topics:

  • Music News – Tidal had its one-year anniversary and announced 3 million subscribers, while SoundCloud launched its paid subscription, SoundCloud Go.
  • The FBI/Apple case regarding the San Bernardino shooter finally ended as the FBI announced it had been able to access the phone with help from a third party
  • Foxconn finalized its acquisition offer for Sharp.

Our Question of the Week tackled the corporate social responsibility efforts of Apple and Google and what other companies can learn from them. Aaron, who is a business professor who specializes in business ethics, talked us through the history of CSR and how it’s evolved, and then covered three different areas in which Apple and Google have been involved in CSR – corporate giving/philanthropy, environmental initiatives, and what Aaron called core competencies. Aside from calling out the positive things both companies have been doing, we also discussed some criticisms of Apple and Google in this area.

Our third topic was a discussion of Microsoft’s Wednesday morning Build keynote, and especially Microsoft’s new conversations as a platform or bots initiative. We talked about Microsoft’s strategy here as well as some of the challenges it faces. And Jan’s Weekly Pick was a TV show.

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 37 – A 5G Primer and Samsung’s New Phones

Our News Roundup this week covers three new items: Android’s early developer preview of Android N; the conclusion of the Apple eBooks trial; and the debut of Amazon’s first live TV show. Our Question of the Week is “What is 5G? And should you care?” and piggybacks on an article Jan wrote for Techpinions on Monday offering something of a primer on the technology. We talk through the first four Gs briefly, and in particular talk about what’s unique about 4G, before moving on to where the process of defining 5G has got to, and when you’re likely to be able to actually use it. Our third topic is Samsung’s new phones, which were reviewed by many publications this week. We discuss the consensus from the reviews as well as what the phones seem to signify about the state of Samsung. We wrap up as ever with our Weekly Pick, which is another cooking-themed 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 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.