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 industry. We tackle a few distinct themes: the power of incrementalism in the face of a bias towards big inventions; the maturity of key markets and the market structures that's driving us to; changing competitive dynamics and the increasing power of a few big players; and the role that regulation might play in the future of the industry and changing all that.
The show notes below include links to some of the things we mentioned on today's episode.
• Jan's blog post about his job change: https://medium.com/beyond-devices/seventeen-years-an-analyst-a5e9d215b48c
• Jan's last Techpinions post, on the state of the tech industry: https://techpinions.com/some-thoughts-on-the-state-of-the-tech-market/51643
• Vivint Smart Home website: https://www.vivint.com
You can also find the Beyond Devices Podcast on iTunes (https://itunes.apple.com/us/podcast/beyond-devices-podcast/id1002197313), in the Overcast app (https://overcast.fm/itunes1002197313/beyond-devices-podcast), or in your podcast app of choice.
As ever, we welcome your feedback via Twitter (@jandawson / @aaronmiller), the website (podcast.beyonddevic.es), or email (jan@jackdawresearch.com).
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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 industry. We tackle a few distinct themes: the power of incrementalism in the face of a bias towards big inventions; the maturity of key markets and the market structures that's driving us to; changing competitive dynamics and the increasing power of a few big players; and the role that regulation might play in the future of the industry and changing all that.
The show notes below include links to some of the things we mentioned on today's episode.
• Jan's blog post about his job change: https://medium.com/beyond-devices/seventeen-years-an-analyst-a5e9d215b48c
• Jan's last Techpinions post, on the state of the tech industry: https://techpinions.com/some-thoughts-on-the-state-of-the-tech-market/51643
• Vivint Smart Home website: https://www.vivint.com
You can also find the Beyond Devices Podcast on iTunes (https://itunes.apple.com/us/podcast/beyond-devices-podcast/id1002197313), in the Overcast app (https://overcast.fm/itunes1002197313/beyond-devices-podcast), or in your podcast app of choice.
As ever, we welcome your feedback via Twitter (@jandawson / @aaronmiller), the website (podcast.beyonddevic.es), or email (jan@jackdawresearch.com).
Week 106 – NR – Google Memo, Uber Board, Netflix/Disney, Facebook Watch, CR & Surface, SoundCloud
Beyond Devices Podcast
27 minutes 37 seconds
8 years ago
Week 106 – NR – Google Memo, Uber Board, Netflix/Disney, Facebook Watch, CR & Surface, SoundCloud
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 to withdraw its recommendation of two Surface models from Microsoft; and the conclusion of the recent SoundCloud funding saga.
The show notes below include links to all these stories on Tech Narratives and original sources as appropriate.
News stories we covered:
• Google Memo:
Two pieces from Jan:
https://www.technarratives.com/2017/08/07/google-employee-pens-memo-arguing-against-diversity-initiatives/
https://www.technarratives.com/2017/08/11/google-cancels-diversity-town-hall-over-harassment-and-threats/
Business Insider on the cancelation of the Town Hall:
http://www.businessinsider.com/google-cancels-diversity-town-hall-2017-8
Motherboard's original reporting on the memo:
https://motherboard.vice.com/en_us/article/kzbm4a/employees-anti-diversity-manifesto-goes-internally-viral-at-google
• Uber Board:
Jan's piece on the Benchmark lawsuit: https://www.technarratives.com/2017/08/10/uber-investor-benchmark-sues-kalanick-over-fraud-to-remove-him-from-board/
Axios's scoop on this story:
https://www.axios.com/benchmark-capital-sues-travis-kalanick-for-fraud-2471455477.html
• Netflix and Disney:
Jan's take on the Netflix Millarworld acquisition:
https://www.technarratives.com/2017/08/07/netflix-acquires-millarworld-comic-book-company-to-hedge-against-loss-of-marvel/
Jan's take on Disney earnings:
https://www.technarratives.com/2017/08/08/★-disney-reports-earnings-will-acquire-bamtech-launch-streaming-services/
Disney's announcements:
https://thewaltdisneycompany.com/walt-disney-company-acquire-majority-ownership-bamtech/
Netflix announcement:
http://files.shareholder.com/downloads/NFLX/3667621494x0x952713/155017DE-F0EF-47FA-972C-F9B002997979/PDF_Netflix_Acquires_Millarworld_-_Final_1_.pdf
• Facebook Watch:
Jan's take for Tech Narratives:
https://www.technarratives.com/2017/08/09/facebook-launches-watch-a-new-tab-for-video-including-original-content/
Jan's Techpinions column: https://techpinions.com/the-risks-of-facebooks-video-pivot/50781
Facebook's announcement: https://newsroom.fb.com/news/2017/08/introducing-watch-a-new-platform-for-shows-on-facebook/
Variety on some of the new shows: http://variety.com/2017/digital/news/facebook-premium-shows-launch-1202521520/
• Consumer Reports and Surface:
Jan's take: https://www.technarratives.com/2017/08/10/consumer-reports-withdraws-surface-recommendations-over-reliability-issues/
USA Today story: https://www.usatoday.com/story/tech/columnist/baig/2017/08/10/consumer-reports-pulls-recommendations-surface-laptops/554302001/
• SoundCloud saga:
Jan's take on the latest news: https://www.technarratives.com/2017/08/11/soundcloud-closes-new-investment-shuffles-management-pivots-business/
TechCrunch article: https://techcrunch.com/2017/08/11/soundcloud-saved/
Bloomberg interview: https://www.bloomberg.com/news/articles/2017-08-11/soundcloud-gets-new-life-with-fresh-170-million-investment
You can also find the Beyond Devices Podcast on iTunes (https://itunes.apple.com/us/podcast/beyond-devices-podcast/id1002197313), in the Overcast app (https://overcast.fm/itunes1002197313/beyond-devices-podcast), or in your podcast app of choice.
As ever, we welcome your feedback via Twitter (@jandawson / @aaronmiller), the website (podcast.beyonddevic.es), or email (jan@jackdawresearch.com).
Beyond Devices Podcast
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 industry. We tackle a few distinct themes: the power of incrementalism in the face of a bias towards big inventions; the maturity of key markets and the market structures that's driving us to; changing competitive dynamics and the increasing power of a few big players; and the role that regulation might play in the future of the industry and changing all that.
The show notes below include links to some of the things we mentioned on today's episode.
• Jan's blog post about his job change: https://medium.com/beyond-devices/seventeen-years-an-analyst-a5e9d215b48c
• Jan's last Techpinions post, on the state of the tech industry: https://techpinions.com/some-thoughts-on-the-state-of-the-tech-market/51643
• Vivint Smart Home website: https://www.vivint.com
You can also find the Beyond Devices Podcast on iTunes (https://itunes.apple.com/us/podcast/beyond-devices-podcast/id1002197313), in the Overcast app (https://overcast.fm/itunes1002197313/beyond-devices-podcast), or in your podcast app of choice.
As ever, we welcome your feedback via Twitter (@jandawson / @aaronmiller), the website (podcast.beyonddevic.es), or email (jan@jackdawresearch.com).
