Category Archives: Google

Alphabet, Android, Antitrust, Apple, Earnings, Episodes, EU, Google, Intel, Microsoft, Uber

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.

Apple, Bots, Conversational UI, CSR, Developers, Episodes, Google, Microsoft

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.

5G, Amazon, Android, Apple, eBooks, Episodes, Google, Samsung, Smartphones, Wireless

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.

Alphabet, Earnings, Episodes, Facebook, Google, Yahoo

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.

Android, Apple, Apple TV, Apple Watch, Earnings, Episodes, FCC, Google, iPad, iPhone, Mac, Smartphones, Wireless

Episode 31 – News Roundup, Apple Earnings

This week, we once again did our brief news roundup on several topic items, but then we spent the bulk of the time on Apple’s fiscal Q1 2016 earnings, which came out earlier this week (and skipped our Question of the Week and Weekly Pick features).

Our news roundup covered three items: the FCC’s move to open up the cable set-top box market, the disclosure of what are purported to be Google’s revenues from Android as part of the Oracle-Google court case, and insights from the earnings of the US wireless carriers.

In our discussion of Apple’s earnings, we covered the iPhone and guidance for the March quarter, what’s going on with iPhone growth and when it’s likely to turn around again. We talked about the significant foreign exchange impact Apple has been facing, and the fact that it’s been forced to talk about it now that its growth has slowed dramatically. We discussed Apple Watch sales briefly, talked about China and India specifically, and also discussed the iPad, Mac, and the potential for new products in 2017. Lastly, we also covered Apple’s new emphasis on its Services business and the power of its installed base (something Jan wrote about this week on the Beyond Devices blog).

As ever, you’ll find links to related content and various 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 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.

Apple, Apple TV, Chan Zuckerberg Initiative, Episodes, Facebook, Google, Mark Zuckerberg, Pixel C, Tablets, TV

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.

Apple, Apple Music, Episodes, Google, iPhone, Nexus

Episode 17 – Google Event, A Series Chips, iPhone and Apple Music Impressions

We kick off this week’s episode with a discussion of Google’s event on Tuesday. We discuss the new Nexus phones and the history of Google’s Nexus programs, the new Chromecast devices, and Google’s strategy for the TV. Our Question of the Week is about Apple’s A-Series Chips, and Aaron’s been doing some research into how Apple has managed both to make such rapid advances and to compete so effectively against other approaches. Aaron explains the differences and relationships between fabless manufacturers, foundries, and Integrated Device Manufacturers, the role of Apple’s PA Semi acquisition, the importance of the ARM architecture, and more.

Our final topic is a discussion of our personal experiences with Apple’s new iPhones, as well as our conflicting responses to Apple Music (Jan has just allowed his trial to roll over into a paid subscription, while Aaron has cancelled). And Jan’s Weekly Pick is the Launch Center Pro app, which in its latest version makes interesting use of Apple’s new 3D Touch Quick Actions.

As ever, relevant links and more are beneath 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.

Android Wear, Apple, Apple TV, Consoles, Developers, Episodes, Gaming, Google, iPhone

Episode 13 – Apple Event Preview, Apple TV as Game Console, Android Wear and iPhone

Ahead of Apple’s big event next week, we spend the majority of our time previewing the likely announcements. The conversation kicks off with a general discussion of what we’re expecting with regard to new iPhones, iPads, and the new Apple TV, including a brief discussion of the reporting and in particular the scoops some publications seem to be getting very good at, notably Mark Gurman at 9to5Mac. We then do a deep dive on the Apple TV, as Aaron answers our Question of the Week: “How would the new Apple TV compete as a gaming console?” Aaron talks through the technical capabilities of the device and the developer program Apple is likely to build around the Apple TV and how these compare to the leading consoles in the market today, and we also discuss the controller(s) for gaming on the Apple TV, content restrictions, and social gaming. Our final brief topic is the announcement this week that Android Wear devices will now work with iPhones, albeit in a very limited fashion. Jan wraps things up with our Weekly Pick, which this week is an app, for the first time.

The SoundCloud player for the episode is embedded below, and underneath that you’ll find some links to related content, including Jan’s piece today on the Apple TV for Techpinions.

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.

Apple, Apple TV, Episodes, Google, Google OnHub, Intel, iPad, Privacy, Smart home

Episode 11 – Google OnHub, Apple Samsung Patents, Apple Fall Preview

This week’s Question of the Week is answered by Aaron, who (aside from being a business school professor) is a qualified lawyer, and digs into the details of the Apple vs. Samsung patent litigation, recent news in the case, and the implications for these two companies and others. If you’ve been wondering what all this is really about, and why not just Apple and Samsung but Google and Facebook are involved, you’ll really want to listen to this segment, which starts at 15:45. Either side of the QotW, we have our other two topics. Kicking off the show, we have a discussion of Google’s OnHub wireless router, which was announced this week, including its role as a Trojan horse for Google’s ambitions in the smart home. And following the patent discussion, we have a quick preview of Apple’s fall announcements, including what Aaron is expecting in new MacBooks based on Intel’s new chips. Last on the agenda, as always, is our Weekly Pick, which this time around is a movie recommendation from Jan.

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).

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:

  • Google’s blog post announcing the OnHub wireless router
  • Wired’s article on the OnHub, including the quote on privacy we discussed in the episode, in the second to last paragraph
  • John Moltz’s tweet on OnHub privacy settings, which was mentioned by Aaron in the episode
  • Two articles (first, second) from Patently.io which Aaron read during his research for our Question of the Week on patents
  • Far from the Madding Crowd (Jan’s Weekly Pick movie recommendation) on iTunes and Amazon (affiliate link) and the trailer on YouTube.

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.