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Beyond Devices Podcast

Jan Dawson and Aaron Miller

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The Beyond Devices podcast is brought to you by Jan Dawson and Aaron Miller. Jan is the author of the Beyond Devices blog, as well as the owner and Chief Analyst at Jackdaw Research, a research and advisory firm focused on the consumer electronics market. Aaron is a business school professor, but in a past life ran one of the most popular iMovie blogs and co-authored several books in the iMovie: the Missing Manual series with David Pogue, and remains an avid follower of all things Apple. Jan ...
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Jan's taking on a new full-time job and stepping away from his role as an independent analyst, which means we're taking a bit of a break from the podcast after this episode, and will post less frequent episodes in future. With that context, we're in a contemplative mood and decided to make this episode a discussion about the state of the tech indus…
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We're back on our normal schedule for this week's News Roundup episode, and back to covering three distinct topics. This week those are: Snap's disappointing earnings and the proposed changes to the product and strategy there; Twitter's broader rollout of the 280 character limit and criticism over its use of user verification, and Aaron and Jan's f…
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We're a couple of days late with this episode – Jan was traveling late last week, but we still wanted to cover Apple earnings, so we recorded first thing on Monday morning, and should still have another episode later this week. Apple earnings are the major focus for this episode, as we go through the various reporting segments in order of size by r…
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This week's episode is entirely devoted to Q3 2017 earnings reports which were released this week from four big companies: Amazon, Alphabet, Twitter, and Microsoft. We talk through the highlights of each company's earnings, the strengths and weaknesses (and warning signs) and the broader competitive landscape around these companies. We'll likely do…
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On this week's News Roundup, we kick things off with Samsung's Developer Conference and the announcements the company made there, which were more strategic and big picture in nature than most of its hardware announcements. Secondly, we talk about the reviews for Google's Pixel 2 smartphones, which were published this week and were a surprisingly mi…
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This week's episode kicks off with a discussion of Netflix's price increases, and the context and reason for those. Next, we do a deep dive on Google's event this week and all that it announced, from new Pixel phones to new members of the Home family and a few other products also unveiled. Lastly, we talk about the other event that happened on Wedn…
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This week's episode kicks off with a discussion of Netflix's price increases, and the context and reason for those. Next, we do a deep dive on Google's event this week and all that it announced, from new Pixel phones to new members of the Home family and a few other products also unveiled. Lastly, we talk about the other event that happened on Wedn…
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Aaron is traveling this week, so this is a solo episode from Jan, which means it covers a little more ground than usual. We kick things off with the Amazon event this week and how to think about the announcements made there. Secondly, Jan talks about Twitter's test of a 280-character limit for tweets, whether it's a good idea, and what else it shou…
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This week's News Roundup episode focused on three news stories. We kicked things off with a discussion of Nest's biggest set of announcements in recent memories and what it means for the smart home market. Next, we discussed the various reviews that came out for Apple's new products this week. And lastly, we talked through Google's investment in / …
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This week's news was rather dominated by Apple, but we did still find some other things to talk about in our News Roundup episode. We kick things off with news that Facebook (as well as Google and Twitter) has been offering advertisers the option of targeting users by some pretty unpleasant terms including several antisemitic ones. Secondly, we tal…
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As per tradition, this week's Question of the Week episode is a deep dive on Apple's September 2017 event, which happened this morning. Jan was there in person, while Aaron followed along remotely, and in keeping with our usual format we discuss the announcements largely in the order in which they were made, starting with the tribute to Steve Jobs …
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This week's News Roundup episode covers four major topics. We kick off with a discussion of the Roku IPO filing and the launch of the Roku movie channel, and the implications of the company's increasingly ad- centric business model. Secondly, we discuss various streaming partnerships including T-Mobile giving away Netflix, Spotify bundling Hulu int…
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As with our last Question of the Week episode, this one is an interview rather than a discussion between Aaron and Jan. This time around, Jan talks to Mark Bergen, who is the Alphabet and Google beat reporter at Bloomberg, and previously did the same job at Recode. As such, he's one of the most knowledgeable people out there about what's going on b…
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This week Aaron was traveling and so you get a solo episode from Jan again, with five news items from this week. First up is Fitbit's announcement of its Ionic smartwatch, which will be available in October. Second is Uber's new CEO Dara Khosrowshahi and what he means for the company. Third is Google's surprise announcement of ARCore, its response …
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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…
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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 cult…
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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 versio…
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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 …
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This week's News Roundup episode features a discussion of GoPro and Fitbit earnings, how they're similar and how they're different; Bloomberg's reporting on potential Facebook hardware for the home; iPhone details emerging from the HomePod firmware leak; and a discussion of recent numbers on market share and shipments in the smartphone, tablet, and…
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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 c…
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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 …
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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…
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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 o…
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Once again, there's no Question of the Week episode this week, but here's our roundup of the major news of the week. We start with Microsoft's push to expand access to broadband in the rural United States through the use of wireless technology running in white spaces spectrum. The second item is Amazon's third annual Prime Day and what it's likely …
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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 eme…
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This week's News Roundup episode focused on three major news items, plus one smaller related one. First up, we discuss the European Commission's action against Google over Google Shopping integration in search, including a 2.4 billion Euro fine. Secondly, we discuss Facebook's announcement of 2 billion monthly active users and its significance, as …
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This is our Question of the Week episode for this week, with our News Roundup to follow on Friday. This week's question is "Is Voice the Next Big User Interface, and is Amazon Really Winning? " The question comes from the prevailing narrative in the media, which often seems to hold both that voice is going to be the user interface that replaces cur…
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This is our first episode for two weeks, as Jan's been traveling, and since Aaron is now busy this is a solo News Roundup from Jan on some of the big news stories from the last two weeks. On the agenda today are all the big Uber news including the Holder Report and the resignation of Travis Kalanick as CEO; Amazon's acquisition of Whole Foods; a ne…
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Following our deep dive on Apple’s WWDC news on Monday, here is our News Roundup episode for the week. We kick things off with a bunch of Uber news, much of it involving hiring and firing of executives and others, in a sign that Uber may finally be taking its cultural problems seriously. Secondly, we talk about Alphabet’s sale of its Boston Dynamic…
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This is our annual deep-dive episode on announcements from Apple's WWDC developer conference. We handle the news from today's keynote in more or less chronological order:• Introduction, tvOS, watchOS• macOS and new Mac hardware• iOS and iPad• HomePod.We discuss each of the announcements and share our thoughts and what we think the implications and …
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This is our News Roundup episode for the week. Our three topics this time around were the Essential Phone and related products and services announced by Android creator Andy Rubin; the Nest Cam IQ announced by Nest; and a set of minor news items regarding Apple, including a report from late last week about a dedicated AI chip, another that manufact…
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We skipped last week's Question of the Week but it's back this week with a deep dive on Kleiner Perkins analyst Mary Meeker's annual deck on Internet trends, which was delivered at the Code Conference run by Recode. It's a massive deck with 355 slides and 11 separate topics, but Aaron spent some time pulling out some of the most interesting insight…
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This is our News Roundup episode for the week and also our only episode, as we didn't have time for a Question of the Week episode this week. This was something of a quiet week with only a couple of major announcements, but we still found some stuff to cover. We talked about Microsoft's new Surface Pro, LeEco's US retrenchment, Google execs' commen…
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This is our News Roundup episode for the week. Having discussed the week's big Google news in the Question of the Week deep dive episode, this one covers the other tech news, including Spotify's 2016 financials, developments in the Uber/Waymo lawsuit, and a grab bag of Apple news including its acquisition of Lattice Data, reports of Tim Cook wearin…
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For the second week in a row, our Question of the Week episode focuses on a developer event, this time around Google's I/O conference. We focus mostly on the first day keynote, which covered a ton of ground in two hours, from a general pitch around Google's AI and machine learning capabilities to the Google Assistant and Home, Google Photos, YouTub…
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This is our News Roundup episode for the week, in which we discuss the announcement of Amazon's Echo Show device with a screen; Snap's first earnings as a public company; and Uber's failure to have its court case with Waymo settled in arbitration and related news. Aaron's away this week, so this is a solo effort from Jan.As always, you'll find link…
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This is our Question of the Week episode, with a deep dive on Microsoft's Build developer conference and the announcements it made there. As Aaron is away this week, Jan – who attended Build in person – talks through the major announcements from the two keynotes. The first part of the episode discusses the first-day keynote, which focused on cloud …
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Earlier this week, our Question of the Week episode was our quarterly deep dive on Apple's earnings. This News Roundup episode covers some of the week's other big tech news:• The first eighteen minutes or so of the episode are a discussion of Microsoft's education-focused event in New York, and we talk both about Windows 10 S and the Surface Laptop…
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This is our Question of the Week episode, with the question being what we should make of Apple's March quarter earnings, reported on Tuesday this week, so this is our quarterly deep dive on Apple's earnings. We talk through each of the major product segments – iPhone, iPad, Apple Watch (and wearables generally), Mac, and Services, and also talk a l…
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Earlier this week, we did our Question of the Week episode, which covered the state of retail, while this News Roundup episode covers some of the week's big tech news:• Three Amazon topics: its announcement of the Echo Look fashion-focused device; its launch of its "Subscribe with Amazon" hub; and its Q1 earnings• Recode's report that Apple is work…
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This is the Question of the Week episode for this week, and the News Roundup episode should be up on Friday.This week's question is about whether the death of physical retail has been exaggerated, and ultimately what the state of physical retail is in a world where Amazon and e-commerce in general seems to be wreaking havoc. We talk through recent …
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Earlier this week, we did our Question of the Week episode, which covered the Facebook F8 announcements, so this News Roundup episode covers some of the other big news for the week:• Several Apple news tidbits, including a set of environmental announcements, hires of satellite experts from Google, the purchase of a music documentary at the Tribeca …
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This is the Question of the Week episode for this week, and the News Roundup episode will be up tomorrow.This week, Jan attended F8 and our Question of the Week is "What's the state of innovation at Facebook?" We use Facebook's F8 announcements and presentations as a lens to look at how Facebook is innovating both in the products it's creating toda…
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There won't be a Question of the Week episode this week as we've both been busy. Here is this week's News Roundup episode, in which we cover the following five topics in quick-fire order:• Spectrum news including the conclusion of the FCC's spectrum auction and AT&T's proposed purchase of Straight Path• Two pieces of news about Apple R&D efforts: i…
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Here is this week's News Roundup episode, which is a solo effort from Jan as Aaron is traveling. This week, we cover:• Two unusual announcements of future plans from Apple: its intention to build its own GPU, and its roadmap for pro Macs• Comcast's announcement of its wireless service, Xfinity Mobile• Facebook's testing of a tab surfacing recommend…
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This is the Question of the Week episode for this week, and the News Roundup episode will be up shortly too.This week's format is a little different, as Aaron is traveling, and so I spoke to an old colleague of mine, Chris Lewis, who is also an analyst and is registered blind. I spoke to Chris via Skype about his use of accessibility technology on …
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This is the second of our new News Roundup episodes, which will usually appear on Fridays and discuss several of the week's top tech news stories. This week, we cover:• Congressional action to roll back privacy regulations for ISPs, which has been covered in somewhat hyperbolic fashion• Three tweaks to Twitter features, including a new model for @-…
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This is the second week of our new split format, and this is the Question of the Week episode. This week's News Roundup should follow on Friday. This week's question is "What do you make of the Samsung announcements this week?" Samsung held an event on Wednesday in New York City at which it announced its latest smartphones, the Galaxy S8 and S8+, a…
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This is the first of our new News Roundup episodes, which will usually appear on Fridays and discuss several of the week's top tech news stories. This week, we cover:– Advertisers in the UK and now the US boycotting YouTube and to some extent Google more broadly over ads appearing next to undesirable content– Samsung's pre-announcement of its Bixby…
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As we announced last week, we're embarking on a change in the format of the podcast, and from here on out you'll see two episodes from us weekly, with each encapsulating one of the segments of the old format – the Question of the Week, and the News Roundup. The News Roundup will generally go up on Fridays so that we can capture the week's news, whi…
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