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 110 – NR – Roku IPO, Streaming Partners, Amazon HQ2, Equifax
Beyond Devices Podcast
38 minutes 22 seconds
8 years ago
Week 110 – NR – Roku IPO, Streaming Partners, Amazon HQ2, Equifax
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 into its student subscriptions in the US, and Disney moving away from Netflix. Third is a discussion of Amazon's search for a second headquarters, and we finish up with a brief chat about the Equifax hack.
The show notes below include links to all these stories on Tech Narratives and original sources as appropriate.
News stories we covered:
• Roku IPO and channel:
Jan's takes on Tech Narratives:
https://www.technarratives.com/2017/09/01/★-roku-files-to-go-public-loses-money-sees-ads-as-core-of-future-business-model/ (free post)
https://www.technarratives.com/2017/09/06/roku-launches-its-own-channel-showing-ad-supported-movies/ (paywall)
Roku S-1 filing:
https://www.sec.gov/Archives/edgar/data/1428439/000119312517275689/d403225ds1.htm
Variety piece on Roku channel launch:
http://variety.com/2017/digital/news/roku-channel-avod-1202548017/
• Streaming partnerships:
T-Mobile & Netflix:
Jan's Tech Narratives piece (free post):
https://www.technarratives.com/2017/09/06/★-t-mobile-announces-free-netflix-for-family-plan-subscribers/
T-Mobile announcement:
https://newsroom.t-mobile.com/news-and-blogs/tmobile-uncarrier-netflix.htm
Spotify-Hulu:
Jan's Tech Narratives piece ($):
https://www.technarratives.com/2017/09/07/spotify-adds-hulu-to-5-per-month-us-college-student-subscription/
Variety news story:
http://variety.com/2017/digital/news/spotify-premium-hulu-student-bundle-1202549614/
Disney:
Jan's Tech Narratives piece ($):
https://www.technarratives.com/2017/09/07/disney-says-streaming-service-coming-in-late-2019-will-include-lucasfilm-marvel/
CNBC news story:
https://www.cnbc.com/2017/09/07/disney-ceo-iger-marvel-star-wars-to-go-to-disneys-streaming-service.html
• Amazon HQ2:
Jan's take on Tech Narratives (free post):
https://www.technarratives.com/2017/09/07/★-amazon-announces-search-for-second-us-hq-location-invites-cities-to-make-pitches/
Amazon's announcement:
http://www.businesswire.com/news/home/20170907005717/en/Amazon-Opens-Search-Amazon-HQ2-–-Headquarters
• Equifax hack:
Bloomberg story:
https://www.bloomberg.com/news/articles/2017-09-07/three-equifax-executives-sold-stock-before-revealing-cyber-hack
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).
