Supplier Report: 2/28/2020

Google had a lot of things happening in the news this week…

First their parent company Alphabet announced it is pruning its “other bets” (aka Moonshot” projects). These projects tend to focus on “greater good” goals like energy, internet availability for poor countries, or security. Alphabet has been moving these projects back under the Google umbrella, reducing funding, or looking to sell off companies.

Rumors continue that Alphabet companies are toxic and poorly managed. Like Nest, Jigsaw (a company focused on internet protection and security) has employees fleeing due to bad leadership and a lack of action when issues and complaints are raised.

Finally, the company is not making friends with the DOJ as the anti-trust case ramps up. Meanwhile, their rival Oracle (and Larry Ellison), continue to get very friendly with President Trump.

Google was a company that said “don’t be evil” and invested in technologies that could help billions of people across the planet. Now it is de-funding those projects, trying to find ways into China, harbors creepy out-of-touch executives, and is being called out for a “culture of fear” while their list of enemies grow…

What the hell happened?

Acquisitions/Investments

  • Google parent Alphabet is pruning its ‘other bets’

    That list has been amended over the last four and a half years. Many Alphabet companies have simply rebranded — Life Sciences has become Verily, for instance, Google Ventures is now GV and Google X has dropped the word Google from its name. Of greater importance, however, are the “other bets” that Alphabet has created, killed and casually moved under Google management. Surprisingly, these decisions have accelerated over the last 12 months, highlighting Alphabet’s changing ambitions and just how difficult it is to turn a moonshot into a billion-dollar business.

    Take Makani. The team was developing kites with tiny turbines that could be tethered to a stable structure — a large boat or buoy, for instance — and leverage the wind to generate energy. Google invested an undisclosed amount in 2007 and then, through its X factory, acquired the company six years later. Makani worked in the secretive laboratory before partnering with Shell and ‘graduating’ to Alphabet company status in February 2019. Last August, the team completed its first off-shore demonstration in the North Sea, roughly 10 kilometers away from Norway. But that wasn’t enough for Alphabet management. Earlier this week, the company admitted that it was no longer confident in Makani’s moonshot.

    https://www.engadget.com/2020/02/20/alphabet-makani-chronicle-jigsaw-other-bets/

  • SoftBank spends $2.5 billion to get second Vision Fund off the ground: sources

    Abu Dhabi’s Mubadala and Saudi Arabia’s Public Investment Fund (PIF) account for the bulk of the first Vision Fund at $60 billion. They have yet to commit to the second fund.

    Son spoke to Mubadala executives last week to convince them that the turnaround the Vision Fund was implementing in its investment portfolio was working, said one of the people, who declined to be identified as the information was not public.

    SoftBank and PIF declined to comment. A Mubadala spokesman said his company was a long-term partner of SoftBank, with which it was in regular discussion.

    https://www.reuters.com/article/us-softbank-visionfund/softbank-spends-2-5-billion-to-get-second-vision-fund-off-the-ground-sources-idUSKBN20C0N3

Cloud

  • Google Plots Course to Overtake Cloud Rivals

    Within Google, the cloud business has been growing in importance. The cloud generated 5.5% of Alphabet sales last year, or $8.9 billion, up from $4.1 billion, or 3.7% of total sales, two years earlier. Alphabet only began separately reporting cloud sales in the last quarter, further highlighting the growth push.

    Mr. Kurian’s changes have led to tensions within Google’s cloud ranks, where engineers had largely worked unencumbered by deadlines, according to current and former employees. Engineers were often more focused on projects they deemed interesting, former employers said, rather than what customers were wanting. That meant such features as databases and identity management—which didn’t excite employees but were prized by corporate buyers—were neglected, former employers said.

    Under Mr. Kurian, said a former Google Cloud engineer, “we have to build stuff we can sell. People weren’t used to having that.” Mr. Kurian also upset some sales people when he shifted their compensation plans by lowering their base pay but offering more in bonuses for the deals they secured, former employees said. Google declined to comment.

    https://www.wsj.com/articles/google-plots-course-to-overtake-cloud-rivals-11582383601

Security/Privacy

  • Google shifts authority over UK user data to the US in wake of Brexit

    Since 2019, shortly after Europe’s GDPR privacy rules were enacted, the official service provider and data controller for UK users had been Google’s Irish subsidiary. According to Reuters, the change in data controller could have implications for the extent of legal protection over Google’s UK user data. While Ireland is covered by the EU’s strict GDPR data protection regulations, the USA’s privacy protections are comparatively weaker. Reuters says the shift could make it easier for British authorities to obtain the data, in instances such as criminal investigations. The USA’s recent Cloud Act, it notes, could make this easier still.

    However, Reuters also says that the UK’s privacy rules will continue to apply when British authorities request user data, regardless of the fact that they’ll now be directed at Google’s US headquarters. For the foreseeable future, these rules are likely to be aligned with GDPR.

    https://www.theverge.com/2020/2/20/21145180/google-uk-user-data-processing-ireland-usa-authorities-data-protection-gdpr-cloud-act

  • Google’s Jigsaw Was Supposed to Save the Internet. Behind the Scenes, It Became a Toxic Mess

    Among Jigsaw’s products and research projects are Project Shield, a free service to stop distributed denial of service (DDoS) attacks; Outline, a controversial VPN for people who live under censorious regimes that’s used by 50,000 people, according to a source with knowledge of the product; a tool to automatically moderate comments and a hate-speech-fighting AI that can spot “toxic” comments that’s used by The New York Times; and a program to steer people away from violent extremist content called the Redirect Method.

    These projects have gotten a lot of attention when they’ve launched, but none have been transformative for the internet. Experts say it’s unclear how much of a difference Jigsaw has made.

    https://www.vice.com/en_us/article/vb98pb/google-jigsaw-became-toxic-mess

  • Hackers Were Inside Citrix for Five Months

    In March 2019, the Federal Bureau of Investigation (FBI) alerted Citrix they had reason to believe cybercriminals had gained access to the company’s internal network. The FBI told Citrix the hackers likely got in using a technique called “password spraying,” a relatively crude but remarkably effective attack that attempts to access a large number of employee accounts (usernames/email addresses) using just a handful of common passwords.

    In a statement released at the time, Citrix said it appeared hackers “may have accessed and downloaded business documents,” and that it was still working to identify what precisely was accessed or stolen.

    But in a letter sent to affected individuals dated Feb. 10, 2020, Citrix disclosed additional details about the incident. According to the letter, the attackers “had intermittent access” to Citrix’s internal network between Oct. 13, 2018 and Mar. 8, 2019, and that there was no evidence that the cybercrooks still remain in the company’s systems.

    https://krebsonsecurity.com/2020/02/hackers-were-inside-citrix-for-five-months/

Other

  • Jeff Bezos announced a $10 billion fund to fight climate change

    In a post on Monday morning Bezos announced that the Bezos Earth Fund will finance “scientists, activists, NGOs — any effort that offers a real possibility to help preserve and protect the natural world.”

    Bezos is already an investor in Breakthrough Energy Ventures, a fund whose mission is to finance the development of technologies that can mitigate climate change and reduce the use of fossil fuels and carbon emissions in industries, including energy generation, food production and manufacturing.

    Questions about the new fund are being referred to Amazon, which doesn’t have much to share. The money is from Bezos’ personal wealth and is separate from the foundation that he’d established, according to a spokesperson for the company.

    https://techcrunch.com/2020/02/17/jeff-bezos-announced-a-10-billion-fund-to-fight-climate-change/

  • Texas AG accuses Google of delaying antitrust investigation and ‘pushing us towards a fight’

    In an interview with CNBC on Wednesday, Texas Attorney General Ken Paxton pointed to Google’s attempts to prevent the state from using certain outside consultants as one delay tactic. And Paxton said he’s willing to take a more aggressive stance as a result.

    “They’re pushing us towards a fight,” Paxton told CNBC. “We don’t necessarily want one. But we won’t back off if they’re not going to cooperate.”

    Google has said it objected to three consultants because they worked for competitors, including Microsoft and News Corp, and that it wants to ensure any documents they review remain confidential.

    https://www.cnbc.com/2020/02/05/texas-ag-paxton-says-google-delaying-antitrust-investigation.html

  • As Google heads to the Supreme Court, Oracle takes aim at its industry allies

    Google has argued that calling its work copyright infringement would hurt software interoperability, saying that it copied elements of Java to support Java developers building apps for Android. Earlier this year, it garnered around two dozen briefs supporting its position.

    But Oracle claims that in reality, “Google appears to be virtually alone — at least among the technology community.” Glueck says Google’s most prominent backers had ulterior motives or “parochial agendas”; either they were working closely with Google, or they had their own designs on Java. Microsoft, for example, settled a Java-related lawsuit with some parallels to Google’s case. (That was, granted, nearly 20 years ago.) Oracle alleges that IBM simply wants easier access to Java after acquiring software company Red Hat. And Google is a prominent member of the CCIA.

    Glueck also argues that these briefs don’t support Google as wholeheartedly as they seem. It cites Microsoft’s brief, for example, as only addressing one of Google’s two arguments for why its borrowing is legal. (That argument involves establishing Google’s actions as fair use, though, which would still be enough to get it off the hook.)

    https://www.theverge.com/2020/2/19/21142366/google-supreme-court-oracle-java-copyright-microsoft-ibm

  • Dear Sophie: I need the latest details on the new H-1B registration process

    No, there is no limit to how many times a company can sponsor an individual. A lot of companies tend to do it three times because candidates can often work for you for three years with OPT and STEM OPT, but the law doesn’t set out an upper limit. Also, you can sponsor current F-1 students as well as people who have accepted your offers who are currently outside the United States.

    https://techcrunch.com/2020/02/21/dear-sophie-i-need-the-latest-details-on-the-new-h-1b-registration-process/

Supplier Report: 8/1/2015

DeathtoStock_Medium6_small

IBM continues their healthcare focus with a relationship with CVS.  The more information Watson has about health behavior, the more powerful and useful it will become.  With Watson growing, IBM continues to focus on big data and segmented marketing to engage a fragmented customer base.

While IBM figures out how to leverage big data, HP is responding to negative feedback about their dress code.  As their employee’s dress is making news, key departures are also making headlines as the company starts to officially split into two.

EMC had a strong endorsement regarding VMWare this week, while a competitor has opted to remove themselves from the game.

IBM

  • IBM, CVS bring Watson to health care

    Under a deal expected to be announced Thursday, the companies will work to develop a system that would be able to provide better personalization of care, prevent the use of unneeded and costly interventions, and even predict health declines for a wide range of conditions including heart disease, diabetes and obesity.

    http://www.dailyherald.com/article/20150801/business/150809962/

  • IBM Big Data Evangelist James Kobielus Talks Analytics and Staying Flexible

    The data scientist will become the core application developer in this new order of things. The assets they build and maintain—big data clusters, statistical models, machine learning algorithms, and so on—are becoming the chief intellectual property that drives recommendation engines, decision automation, next best actions, and so forth within cloud, mobile, social, Internet of Things, marketing automation, and other business and consumer apps. Consequently, the data scientist is rapidly evolving away from a high-skilled R&D function performed by premium university-educated talent toward an operational function that will need to be scaled and automated to a high degree by less pricey data-center IT staff positions who’ll need to be on call 24×7. Data scientist skills will rapidly become commoditized, just as low-level programming and system administration jobs became years ago. Like it or not, data scientists will be grown in the future through trade schools, vocational education programs, and other channels that will certify large numbers of freshly minted personnel who won’t require a 4-year college degree in mathematics, statistics, or some highly statistically oriented domain specialty.

    https://icrunchdatanews.com/ibm-big-data-evangelist-james-kobielus-talks-analytics-staying-flexible/

  • Here is the reference article James Kobielus wrote:
    Customer Segmentation: The Fine Line Between Profiling and Personalization

    It’s the ultimate oxymoron: pigeonholing with personalization. But it’s not as if this technology is only being used to individually tweak bulk messages for maximum impact. It’s also providing tools that help people (e.g., your account reps) to listen and interact with other people (i.e., your customers) in a more human fashion. As the cited article notes, IBM customer USAA uses Watson Engagement Advisor to guide personalized interactions with returning US veterans who are trying to navigate the confusing fields of healthcare insurance options. As the article states, “In an instant, a good customer service rep identifies your personal pain and tailors a response using both institutional knowledge and their own memory, which has been built by hundreds of customer calls a day. Watson’s performance in the USAA pilot suggests that a cognitive computing system has the potential to become, in a scatter of months, what the smartest, wisest clerk in the bank becomes after a career.”

    https://www.linkedin.com/pulse/customer-segmentation-fine-line-between-profiling-james-kobielus

  • Will IBM acquisition boost Cloud data services?

    The cloud database arena is projected to be worth US$14 billion by 2019, with IBM claiming open source databases like MongoDB to be a significant part – “and rapidly growing portion” – of this sector. Thousands of clients across a variety of industries, including retail, IoT, higher education, marketing services and ecommerce have created over 100,000 databases with Compose.

    http://www.reseller.co.nz/article/580868/will-ibm-acquisition-boost-cloud-data-services

  • IBM Recycles 97% of End-of-Life Products

    In its other waste and recycling accomplishments, IBM sent 86 percent of the nonhazardous waste it generated worldwide in 2014 to be recycled, and purchased recycled plastics for use in products such that 12.1 percent of purchased plastic by weight were recycled resins.

    http://www.environmentalleader.com/2015/07/31/ibm-recycles-97-of-end-of-life-products/

  • The death of IBM? https://soundcloud.com/drericjackson/ep-11-mike-dauber-on-venture-enterprise-investing-finding-the-next-cisco-ibm

Hewlett Packard

  • The Great Dress-Code Debate rages at HP

    “According to HP, men should avoid turning up to the office in T-shirts with no collars, faded or torn jeans, shorts, baseball caps and other headwear, sportswear, and sandals and other open shoes. Women are advised not to wear short skirts, faded or torn jeans, low-cut dresses, sandals, crazy high heels, and too much jewelry.” Not surprisingly, to have one the region’s high-tech legends issue such an uncool edict sent legions of programmers, developers, product manager, venture capitalists, founders and co-founders into a veritable tizzy. Even more embarrassing, techies took to the Twittersphere to ridicule HP’s fuddy-duddy dictum while rival companies dangled job offers before HP’s disgruntled masses, promising them they could wear whatever the heck they wanted to wear to work.

    http://www.siliconbeat.com/2015/07/31/the-great-dress-code-debate-rages-at-hp/

  • HP’s head of corporate HR responds with a video (yes I know this has nothing to do with business, but I appreciate the conversation and HP getting feisty)
    http://www.oregonlive.com/business/index.ssf/2015/07/hewlett-packard_video_what_dre.html
  • Paul Chapman Named as CIO of Box
    HP execs continue to flee the company…

    While at HP, Chapman was also one of the key people in defining the future for HP Enterprise, as Hewlett Packard announced that the firm will be split into two.

    http://www.cloudwards.net/news/paul-chapman-named-as-cio-of-box-9225/

  • HP scoops up cloudy app-dev platform Stackato

    Stackato consists of a Platform-as-a-Service rooted in the open source PaaS Cloud Foundry and utilizes Docker for its Linux Containers. Stackato will be incorporated into HP Development Platform, the vendor’s version of the Cloud Foundry PaaS launched in 2014.

    http://tvnewsroom.org/newslines/business/hp-scoops-up-cloudy-app-dev-platform-stackato-60827/

EMC

  • U2 Finds What It’s Looking For in EMC Storage (this is a horrible headline – can’t let it slide)

    During its iNNOCENCE + eXPERIENCE concert tour, U2 decided it might be a good idea to capture every concert in a digital format. To that end, U2 engaged EMC to deploy an all-Flash array version of VNXe 3200 storage system and its Data Domain backup systems.

    http://thevarguy.com/computer-technology-hardware-solutions-and-news/073115/u2-finds-what-its-looking-emc-storage

  • Confirmed: Cisco has killed its EMC-killer product and laid off the team

    The official shuttering of Invicta confirmed an earlier report by Chris Mellor at The Register that Cisco had thrown in the towel and laid off nearly all of the Whiptail staff.  Whiptail made a flash-storage product that competed head to head with EMC’s line of flash storage. Flash storage is when data-center computer servers use the same super-fast storage used by smartphones, tablets, and thumb drives. Cisco and EMC were once close partners and had a successful joint business where they sold Cisco’s UCS computer servers blended with EMC’s storage and software from EMC’s subsidiary VMware.

    http://www.businessinsider.com/cisco-killed-its-emc-killer-product-2015-7

Other

  • Citrix CEO to Step Down as Company Considers Shedding GoTo Unit

    Citrix Systems President and CEO Mark Templeton plans to retire and officials will review what to do with the vendor’s GoTo online collaboration portfolio as activist investor Elliott Management grows its influence over the company. The company also is making changes on the board of directors, including appointing Jesse Cohn, senior portfolio manager at Elliott, as an independent member. In addition, Citrix officials will search for another independent board member who is agreeable to Elliott and who will replace another board member when appointed.

    http://www.thestreet.com/story/13240114/1/citrix-red-hat-boost-startup-culture-in-raleigh-nc.html