Jan Dawson - Jackdaw Research

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Last quote by Jan Dawson

I think it's mostly important (because) it will finally allow far more of the key people at Apple headquarters to work in the same building rather than being spread all over the valley. That's a vastly underestimated problem at Apple. It's been running out of space, which has also constrained hiring at a time when it should have been expanding significantly.feedback
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May 23 2017
We can learn a lot about a person if we know what types of things he or she talks about or comments on the most frequently. There are numerous topics with which Jan Dawson is associated, including Samsung and Google. Most recently, Jan Dawson has been quoted saying: “The external design isn't dramatically different, but there are lots of changes inside.” in the article Microsoft Surface gets battery boost, better viewing angles.
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Jan Dawson quotes

The big challenge Google faces is that, for all the names it announced today, it's still miles behind Amazon and Microsoft in terms of scale. It has a long way to go, and a few more client announcements aren't going to close the gap.feedback

You get to the point in any consumer electronics category where things just becoming good enough and the upgrades start to feel a lot less dramatic.feedback

Some big manufacturers have decided to go their own way. But a lot of manufacturers simply can't afford to develop their own.feedback

To the extent that voice becomes more important and something other than Google's voice assistant becomes the most popular voice interface on Android phones, that's a huge loss for Google in terms of data gathering, training its AI (artificial intelligence), and ultimately the ability to drive advertising revenue.feedback

It highlights just what a strategic mistake it can be for services companies to make their own hardware and give it preferential access to new services.feedback

If people have an Alexa-powered device in the home, buying things from Amazon is going to be one voice command away, which reduces friction and integrates Amazon even more into people's daily lives.feedback

It is worth noting that in all this, Apple's Siri is in two orders of magnitude more devices than Alexa, so we shouldn't get too carried away in terms of the scale and reach. Many of the devices being launched at CES won't sell in large numbers either.feedback

Google's ecosystem for both AR and VR is in the very early days.feedback

[Amazon] may well have walked away with almost all the growth in e-commerce again, as well as taking share from brick and mortar stores. Traditional retail definitely continues to struggle in the face of stronger e-commerce sales.feedback

It's becoming increasingly clear that Amazon has built all kinds of very strong differentiators across logistics, brand, selection, and more that are making it very tough for others to compete on level footing.feedback

Your own personal experience trumps what you read and what people tell you.feedback

In smartphones as in PCs, the focus of competition at the high end is now moving to different approaches rather than hardware performance.feedback

Apple clearly isn't selling hundreds of millions of iPhones solely to people that use Photoshop for a living. Even if you look at Mac buyers, they're much broader than the cliche of ad agency creatives and video editors.feedback

Some investors thought the new era of higher margins was here to stay permanently, and this quarter has likely taught them (otherwise).feedback

What they really need to do is get people buying Macs again, instead of upgrading old ones. They haven't had a new, powerful MacBook Pro in a while and the MacBook Air is getting old.feedback

It's inherently tough to know how things like new finishes and features are going to affect demand for a new model.feedback

We cannot fulfill all the demand that is out there right now.feedback

This creates massive strategic tensions that are almost impossible to resolve.feedback

Ultimately they did the right thing, which was to announce a full recall.feedback

They have that time to come up with a convincing story and a set of actions that will reassure customers that when they buy an S8, it's going to be safe.feedback

Now they've got to demonstrate why potential buyers shouldn't worry about future Samsung devices.feedback

Samsung has the premium end of the smartphone market pretty much sewn up on the Android side. This creates a slightly bigger opening.feedback

What's happened in the last few days just complicates things enormously. It calls into question their ability to manage quality control and everything else that goes into that.feedback

Unlike Microsoft, Google made no attempt to justify its entry into first-party hardware in competition with its partners – there were no claims of merely showing OEMs the way, merely a displacement of erstwhile partners in the value chain. Google is building its own relationships with carriers and supplanting device partners.feedback

Google's relationship with OEMs (original equipment manufacturers) like Samsung has always been complicated, but today's (Tuesday) announcements made it even more so, especially given that Google appears to be aiming both at the premium smartphone and VR headset spaces which Samsung currently dominates when it comes to Android.feedback

Obviously Google doesn't want to explicitly compete with its own partners, but this product is much more likely to compete with Samsung than Apple.feedback

Amazon has the advantage of being able to put this on the home page of the biggest e-commerce site in the world.feedback

A premium Android strategy is really a strategy to take market share from Samsung.feedback

Uber seems to be getting smarter about the mix of services they will offer in various parts of the world, in response to cultural differences, regulation, and competition. It seems to be less willing to simply barge into new markets while ignoring regulations or objections than in the past.feedback

If Comcast is to make this a compelling offer, especially given their lack of history in wireless, they're going to have to offer some steep discounts in their bundles.feedback

Based on everything I've seen it looks like demand is very strong.feedback

Apple is responding to what has resonated with customers.feedback

The problem is there are only so many people who want to wear a health and fitness device. If they want this to be really massive, they're going to have to go broader.feedback

That's already quite a bit – now add in camera improvements and whatever else is new in the iPhone 7, and it suddenly becomes a pretty compelling upgrade. This is the way to think about the iPhone upgrade cycle and what Apple announces next week.feedback

Apple's investment in Didi likely spurred Uber to think harder about doing some kind of deal here. Uber and Apple have been partners in other markets, so for Apple to side with Didi must have been something of a red flag that things weren't going to go Uber's way.feedback

It looks like part of the reason they are keeping the design the same this year is there are bigger changes they are working on for next year.feedback

The specific case here isn't that damaging. I don't think it's going to cause any users to stop using Facebook – it now has so much power that it's hard for most people to contemplate giving up on it for principled reasons.feedback

They haven't yet turned on the monetization spigot for Messenger or WhatsApp, so there should be significant headroom still.feedback

Apple has settled into this annual upgrade cycle for hardware and software. That's quite different than the way that say Facebook pushes out updates to its app or Google makes changes to its search engine – they do that almost in real time.feedback

The problem for Facebook is that user growth has actually started to slow down, so every quarter for the last three quarters now, the number of new users has gone down from the previous quarter, so that growth is slowing the number of users. Engagement is still increasing, so more monthly users are also becoming daily users and that's a good thing, although in Asia in fact that's lagging.feedback

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