Category Archives: Microsoft

Episode 85 – Uber’s Ethical Vacuum, Mac vs PC

This week’s News Roundup covers the Wikileaks CIA leak on device hacking and the misreporting that’s been happening around it this week; two “fake news” stories – Facebook’s commencement of its flagging of fake news and Google’s failure to surface true news in its search snippets feature; and reports that Nest is working on some new smart home gear.

Our Question of the Week is “Can Uber be saved from itself?” Uber has been through the ringer the last few weeks as a result of a set of mishaps largely of its own making, but there’s also a long history of questionable, immoral, and illegal behavior as well as poor treatment of both employees and drivers at Uber. Aaron walks us through the ethical shortcomings that lead to behavior like this, and how Uber could change for the better, based on experience from other companies and his expertise as an ethics expert.

Our Third Segment is a conversation about the narrative that seems to be emerging about Windows PCs gaining on the Mac and to some extent becoming “cool” based on a few recent articles. We have a brief discussion about how much of this is real and how much of it is confined to a narrow set of users who happen to be influential.

Our Weekly Pick is a TV show recommended by 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 83 – State of Online Advertising, US Wireless Market Update

Our News Roundup this week covers former Uber employee Susan Fowler’s revelations about how she was treated as a female engineer at the company, and the subsequent announcement of an investigation by a semi-independent panel; Waze’s expansion into becoming a carpooling service; and Microsoft’s launch of Skype Lite, an innovative low-bandwidth version of Skype for emerging markets which launched in India this week.

Our Question of the Week is “What is the true state of online advertising?” We’ve all heard lots about Google and Facebook’s massive revenues from online advertising, and their increasing dominance of the space, but we’ve also seen recent news about increasing calls for independent audits of their advertising metrics, and questions from big advertisers about the effectiveness of online advertising. So Aaron takes us through some of the complex dynamics, challenges, and prospects for the online advertising industry and the potential for companies like Snap, Twitter, and Yahoo/AOL under Verizon.

Our Third Segment is an update on the US wireless market following last week’s announcements by Verizon and AT&T that they will begin offering unlimited plans broadly after several years of trying to kill them off. We talk about the likely impact on these companies of offering these plans and potentially opening the floodgates to higher usage, as well as the competitive impact on the two smaller carriers, Sprint and T-Mobile.

Our Weekly Pick is a puzzle app recommended by 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 78 – Autonomous Driving, Q4 2016 Earnings Preview Part 1

This week, we’re back to our usual format. Our News Roundup features three topics: in streaming video, Netflix reported earnings this week and Hulu indicated that its download feature is coming soon; in the Android world, The Information reported that Android One might be coming to the US, while Pixels are still in short supply; and in the ongoing saga of Apple and its pro users, Apple updated Logic Pro X and GarageBand for iOS.

Our Question of the Week is “what is the state of autonomous driving and where does it go from here?” We do a deep dive into the definitions and current state of play when it comes to self-driving cars, talk about when we might see various levels of autonomous driving, and discuss the many barriers and hurdles that have to be overcome for autonomous driving to become a reality. All of this builds off Jan’s recent in-depth research on the topic.

Our third segment is part 1 of our preview of Q4 2016 earnings season, with a discussion of Samsung, Alphabet and Microsoft and what they’re likely to report next week. We’ll likely follow up with more next week of both preview and review of Q4 earnings.

Lastly, our Weekly Pick is a double 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:

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 76 – 2017 Predictions and 2016 Predictions Review

This episode is all about predictions. First off, we review the predictions we made a year ago for 2016, including a raft of Apple-related predictions as well as some other company-specific ones and then some industry level forecasts. But most of the episode, from about 15 minutes onward, we focus on predictions for the year ahead. We again start with some company-specific predictions, concerning Apple, Alphabet, Microsoft, Facebook, Twitter, Uber, and Snapchat. But we also include some industry-level predictions again. As last year, the predictions are a mix of those where we feel we’re on solid ground, and those where we’re sticking our necks out a bit. This will be our last episode until sometime in the New Year, so happy holidays!

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 69 – Q3 2016 Tech Earnings Review

This week’s episode is a review of earnings for the biggest tech companies that have reported earnings for Q3 2016 so far: Alphabet, Amazon, Apple, Microsoft, Samsung, and Twitter. We cover each for a few minutes in alphabetical order, discussing the highlights and trends they suggest.

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 68 – Microsoft and Apple October Events

This week’s episode is all about Microsoft and Apple’s two big events this week. We first talk through Microsoft’s announcements, including the Windows 10 Creators Update, various creativity software, Microsoft’s first VR play, and more. Then we discuss Apple’s big announcements including the new TV app for Apple TV, iPhone, and iPad, and the new MacBook Pros. For the last part of the episode, we compare the announcements and discuss the broader significance of what each company is doing, and how they will compete going forward. Next week, we’ll likely do an earnings-focused episode.

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 56 – Q2 2016 Tech Company Earnings Review

We’re back after a two-week break, and this episode is exclusively devoted to a review of major tech companies earnings for Q2 2016, which were reported over the last several weeks. We take a thematic approach to the topic, focusing first on hardware companies, principally Apple and Samsung; then on the big ad-focused companies: Google, Facebook, and Twitter; and then two companies that stand somewhat apart: Microsoft and Amazon. We discuss the themes that emerged from earnings this quarter, and also some of the surprising elements in each company’s results.

Next week, we’ll be back to our usual structure, with a News Roundup, Question of the Week, and Weekly Pick.

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:

  • The only external link we discussed on the show was a piece in the Atlantic by Ian Bogost entitled “Facebook is not a technology company”. We discussed this right at the end of the 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 55: Pokemon Go Prospects, Facebook Live Video

Our News Roundup this week covers Amazon’s Prime Day, Twitter’s recent deals and experiments around professionally produced live video, and Microsoft’s announcement of Surface as a Service.

Our Question of the Week is “What do the economics of the mobile gaming industry tell us about the future of Pokemon Go?” The game has burst dramatically onto the scene, and already provided a nice boost for Nintendo’s share price, but past experience suggests massive hits can be short-lived in the mobile gaming market. We discuss the potential hurdles and challenges for the game, and for Nintendo as it finally embraces the mobile gaming market. We also talk about the implications for augmented reality.

Our third segment is about Facebook Live Video and how it’s been used in recent weeks for some harrowing footage very different from what it was originally conceived to do, and in contrast to the type of live video Twitter is now pursuing. We talk about the responsibilities that come with such power for Facebook, and the benefits to society from the increased openness the technology brings.

As always, we wrap up with our Weekly Pick, which is an app recommendation from Aaron.

Programming note: we’ll be taking a two-week break while Jan is on vacation, but we’ll be back the first week of August.

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 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.