Tag: Apple

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Supplier Report: 4/26/2019

Google continues to make moves in the cloud with new hires and policy changes that should make their services more attractive under the leadership of Thomas Kurian but news continues to leak about failing AI ethics boards and past behavior with open source competitors that makes me wonder if Google is actually evil (sometimes). But there is good news… Google’s streaming beef with Amazon seems to be squashed…for now.

Meanwhile, T-Mobile is facing an uphill battle with the DOJ on their Sprint merger plans and Wisconsin might actually push back against Foxconn.


Acquisitions

  • T-Mobile-Sprint Deal Runs Into Resistance From DOJ Antitrust Staff

    The nation’s third- and fourth-biggest carriers by subscribers are facing challenges on several fronts, but their most immediate hurdle comes from the Justice Department’s antitrust division, which is considering whether the deal would present an unacceptable threat to competition.

    In a meeting earlier this month, Justice Department staff members laid out their concerns with the all-stock deal and questioned the companies’ arguments that the combination would produce important efficiencies for the merged firm, the people said.

    https://www.wsj.com/articles/t-mobile-sprint-deal-runs-into-resistance-from-doj-antitrust-staff-11555446461

  • Salesforce is buying MapAnything, a startup that raised over $84 million

    The companies did not reveal the selling price, and Salesforce didn’t have anything to add beyond a brief press release announcing the deal.

    “The addition of MapAnything to Salesforce will help the world’s leading brands accurately plan: how many people they need, where to put them, how to make them as productive as possible, how to track what’s being done in real time and what they can learn to improve going forward,” Salesforce wrote in the statement announcing the deal.

    https://techcrunch.com/2019/04/17/salesforce-is-buying-mapanything-a-startup-that-raised-over-84-million/

  • Why it just might make sense that Salesforce.com is buying Salesforce.org

    Salesforce has always made a lot of hay about being a responsible capitalist. It’s something it highlights at events and really extends with the 1-1-1 model it created, which gives one percent of profit, time and resources (product) to education and nonprofits. Its employees are given time off and are encouraged to work in the community. Salesforce.org has been the driver behind this, but something drove the company to bring Salesforce.org into the fold.

    While it’s easy to be cynical about the possible motivations, it could be a simple business reason, says Ray Wang, founder and principal analyst at Constellation Research. As he pointed out, it didn’t make a lot of sense from a business perspective to be running two separate entities with separate executive teams, bookkeeping systems and sales teams. What’s more, he said there was some confusion over lack of alignment and messaging between the Salesforce.com education sales team and what was happening at Salesforce.org. Finally, he says because Salesforce.org couldn’t issue Salesforce.com stock options, it might not have been attracting the best talent.

    https://techcrunch.com/2019/04/16/why-it-just-might-make-sense-that-salesforce-com-is-buying-salesforce-org/

  • Microsoft acquires Express Logic for its real-time internet of things operating system

    Microsoft today announced that it’s acquired Express Logic, a 23-year-old San Diego, California-based developer of real-time operating systems (RTOS) for internet of things (IoT) and edge devices powered by microcontroller units (MCUs), for an undisclosed amount.

    “With this acquisition, we will unlock access to billions of new connected endpoints, grow the number of devices that can seamlessly connect to Azure and enable new intelligent capabilities,” wrote Microsoft’s director of IoT Sam George in a blog post. “Express Logic’s ThreadX RTOS joins Microsoft’s growing support for IoT devices and is complementary with Azure Sphere, our premier security offering in the microcontroller space.”

    https://venturebeat.com/2019/04/18/microsoft-acquires-express-logic-for-its-real-time-internet-of-things-operating-system/

  • CloudBees acquires Electric Cloud to build out its software delivery management platform

    CloudBees, the enterprise continuous integration and delivery service (and the biggest contributor to the Jenkins open-source automation server), today announced that it has acquired Electric Cloud, a continuous delivery and automation platform that first launched all the way back in 2002.

    The two companies did not disclose the price of the acquisition, but CloudBees has raised a total of $113.2 million while Electric Cloud raised $64.6 million from the likes of Rembrandt Venture Partners, U.S. Venture Partners, RRE Ventures and Next47.

    https://techcrunch.com/2019/04/18/cloudbees-acquires-electric-cloud-to-build-out-its-software-delivery-management-platform/

Artificial Intelligence

  • The most overlooked path to commercialize AI is for companies to do it themselves

    Scaling these teams is expensive and operationally intensive. Going full stack opens up opportunities for companies to integrate labeling workflows into other jobs. Employees traditionally tasked with performing a consumer or enterprise service can take on the extra task at reduced expense. And if their role is assisted by a machine, they will gradually become more productive over time as their assistive models get more accurate with more labeled data.

    A second and inherently related benefit of going full stack is that these startups are able to generate — and own — powerful virtuous data feedback loops. Owning data flows creates more impressive moats than merely locking down static data sets. Deep Sentinel has a natural moat in the consumer security space, for example, as it not only has accurate classifiers, but accurate classifiers that continue to improve with real-world data generated in an environment it can control.

    https://techcrunch.com/2019/04/15/the-most-overlooked-path-to-commercialize-ai-is-for-companies-to-do-it-themselves/

  • What HIPAA Compliance Means for Amazon

    Amazon is currently working with six business partners — Livongo, Express Scripts, Cigna Health Today, Swedish Health Connect, Atrium Health and ERAS, a program of Boston Children’s Hospital — to help customers make appointments, access medical instruction, track a prescription and other services. It’s a big step for one of the world’s most powerful companies, giving it a stronghold in the $3.5 trillion health care industry.

    Amazon had been working for some time to develop software that would meet federal HIPAA regulations, and it even created a health team within its Alexa division a year ago to work on the project, according to Business Insider. Meeting HIPAA standards is important, but the professors questioned whether it is enough.

    “I’m not sure that Amazon’s checking off the regulatory box on HIPAA compliance begins to answer the privacy concerns that we ought to have,” Rosoff said.

    https://knowledge.wharton.upenn.edu/article/alexa-hipaa-compliant/

Cloud

  • Google Cloud brings on 27-year SAP veteran as it doubles down on enterprise adoption

    Unsurprisingly, Kurian is also looking to put his stamp on the executive team, too, and today announced that former SAP executive Robert Enslin is joining Google Cloud as its new president of Global Customer Operations.

    Enslin’s hire is another clear signal that Kurian is focused on enterprise customers. Enslin, after all, is a veteran of the enterprise business, with 27 years at SAP, where he served on the company’s executive board until he announced his resignation from the company earlier this month. After leading various parts of SAP, including as president of its cloud product portfolio, president of SAP North America and CEO of SAP Japan, Enslin announced that he had “a few more aspirations to fulfill.” Those aspirations, we now know, include helping Google Cloud expand its lineup of enterprise customers.

    https://techcrunch.com/2019/04/17/google-cloud-brings-on-27-year-sap-veteran-as-it-doubles-down-on-enterprise-adoption/

Security

  • Facebook admits harvesting 1.5 million people’s email contacts without consent

    Facebook has admitted to accessing and storing the email contacts of as many as 1.5 million of its users without their consent. Business Insider reports that between May 2016 and last month, the social media platform asked some of its new users to verify their email address by providing the password to their email account. After doing so, the users’ contacts would be automatically imported, without any option for the user to opt out.

    Responding to the report, a Facebook spokesperson told Business Insider that email contacts were “unintentionally uploaded” as part of the process. They said that these contacts had never been shared with anyone, and that the company is now deleting the contacts that were uploaded. Facebook also claims to have fixed the “underlying issue” that led to the problem.

    https://www.theverge.com/2019/4/18/18485089/facebook-email-password-contacts-upload-1-5-million-security-cybersecurity

Software/SaaS

  • Former Mozilla exec: Google has sabotaged Firefox for years

    “Over and over. Oops. Another accident. We’ll fix it soon. We want the same things. We’re on the same team. There were dozens of oopses. Hundreds maybe?”

    “I’m all for ‘don’t attribute to malice what can be explained by incompetence’ but I don’t believe Google is that incompetent. I think they were running out the clock. We lost users during every oops. And we spent effort and frustration every clock tick on that instead of improving our product. We got outfoxed for a while and by the time we started calling it what it was, a lot of damage had been done,” Nightingale said.

    https://www.zdnet.com/article/former-mozilla-exec-google-has-sabotaged-firefox-for-years/

  • IBM’s Shares Slide as Growth Challenges Remain

    Goldman Sachs analysts said they were encouraged by IBM’s results, but added that investors remain skeptical of the company’s ability to sustain improvements. Cloud revenue accounted for one-quarter of IBM’s total revenue over the past 12 months, up from 22% a year earlier, an IBM representative said.

    Shares in IBM fell 4.2% to $139.11 on Wednesday. The stock is down 14% over the past year.

    IBM’s year-over-year revenue had fallen in virtually every quarter since Ms. Rometty took over until the last quarter of 2017. The company also posted revenue growth in the first half of last year, but that turnaround proved short-lived: Revenue declined again in the last two quarters of 2018.

    https://www.wsj.com/articles/ibms-shares-tumble-as-challenges-remain-in-hunt-for-growth-11555526709

Infrastructure/Hardware

  • Apple and Qualcomm settle dispute, paving way for 5G iPhone

    The two U.S. companies have been negotiating details of the settlement for weeks, sources told the Nikkei Asian Review. They have agreed to drop all litigation worldwide and struck a six-year licensing agreement, that will ensure the launch of the first 5G iPhone in 2020. The settlement included an undisclosed payment to Qualcomm by Apple, which several weeks ago asked its suppliers to begin testing the chipmaker’s 5G modems, sources said.

    Intel followed up news of the settlement by announcing its exit from 5G chips and raising questions over the future potential of the next generation technology, which the smartphone industry is hoping will help to revive a market suffering its third consecutive year of decline.

    https://asia.nikkei.com/Spotlight/5G-networks/Apple-and-Qualcomm-settle-dispute-paving-way-for-5G-iPhone

  • Intel to Exit 5G Smartphone Modem Business, Focus 5G Efforts on

    Network Infrastructure and Other Data-Centric Opportunities
    The company will continue to meet current customer commitments for its existing 4G smartphone modem product line, but does not expect to launch 5G modem products in the smartphone space, including those originally planned for launches in 2020.

    “We are very excited about the opportunity in 5G and the ‘cloudification’ of the network, but in the smartphone modem business it has become apparent that there is no clear path to profitability and positive returns,” said Intel CEO Bob Swan. “5G continues to be a strategic priority across Intel, and our team has developed a valuable portfolio of wireless products and intellectual property. We are assessing our options to realize the value we have created, including the opportunities in a wide variety of data-centric platforms and devices in a 5G world.”

    https://newsroom.intel.com/news-releases/intel-modem-statement/#gs.6hoz8p

  • Microsoft’s green plan: Our data centers will run on 60% renewable energy by 2020

    With the 60 percent milestone in sight, the company is now targeting over 70 percent renewable energy for its data centers by 2023.

    Microsoft is aiming to cut its carbon emissions by 75 percent by 2030 and as part of that effort has raised its internal carbon ‘tax’ to $15 per metric ton on all carbon emissions, which is nearly double the current rate for carbon emissions, according to Microsoft president Brad Smith.

    Microsoft has had a carbon tax in place since 2012 that puts the burden on business divisions financially to cut their own carbon emissions.

    https://www.zdnet.com/article/microsofts-green-plan-our-data-centers-will-run-on-60-renewable-energy-by-2020/

Other

  • Gov. Tony Evers wants to renegotiate Foxconn deal, says company won’t employ 13,000

    “Clearly the deal that was struck is no longer in play and so we will be working with individuals at Foxconn and of course with (the Wisconsin Economic Development Corp.) to figure out how a new set of parameters should be negotiated,” Evers told reporters in his Capitol office.

    He said it was premature to say what specific changes he would be seeking. Under existing deals, the state and local governments could provide the company up to $4 billion to establish a massive facility in Racine County and create up to 13,000 Wisconsin jobs.

    https://www.jsonline.com/story/news/politics/2019/04/17/tony-evers-says-foxconn-wont-employ-13-000-wants-new-deal/3498897002/

  • Google and Amazon end their ridiculous streaming video spat

    This should mark the end of a long, contentious relationship between Amazon and Google. For a while, Amazon declined to sell Google’s Chromecast devices, products that compete directly with Amazon’s own Fire TV products. Amazon also didn’t include support for Google Cast in the Prime Video app, which made it essentially impossible to get Prime Video on bigger screens if you used Google products. Google responded by pulling support for the YouTube apps on Fire TV as well as the Echo Show

    https://www.engadget.com/2019/04/18/google-amazon-youtube-firetv-prime-video-chromecast/

  • The EU has officially passed its controversial copyright law

    A total of 19 European Council members, including France and Germany, voted in favor of the new Copyright Directive. Italy, Luxembourg, Netherlands, Poland, Finland and Sweden voted against adopting the directive, whereas Belgium, Estonia and Slovenia abstained — but their opposition ultimately didn’t matter. EU countries now have 24 months to apply the directive to their national legislations.

    Under the new rules, the likes of YouTube, Facebook and Instagram will be required to obtain licenses for copyrighted works from rights holders in order to host their content. They’ll also be forced to police copyrighted material through the use of tools such as filters. Critics, including Google, fear a surge in takedown requests could turn the web into a ghost town. Internet campaigners, meanwhile, have warned that the resulting censorship could quell unique forms of online expression, from GIFs to memes.

    https://www.engadget.com/2019/04/15/eu-officially-passed-copyright-law/

Photo by Chris Sabor on Unsplash

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Supplier Report: 4/12/2019

Google had a very rough week.

First it was discovered that they lost AI researcher Ian Goodfellow to Apple, who has made a habit of stealing Google’s AI talent of late.

Then the company announced the dissolution of their AI ethics board…after only one week. Some of their board selections received critical feedback both internally and externally.

Finally, Google’s temp labor teams published a letter requesting better treatment. Google responded to these demands by announcing their temporary labor services suppliers will provide better pay and benefits, but the temps say that isn’t enough, as they are looking to be treated with dignity.

Acquisitions

Artificial Intelligence

  • IBM Watson knows when you’re planning to quit your job

    At CNBC’s Work Talent + HR Summit, IBM CEO Ginni Rometty revealed that the company AI has got so adept at detecting employee satisfaction that it’s now in the “95 per cent accuracy range.”

    Rometty wouldn’t be drawn on what data points Watson consults, but Googling the spelling of “curriculum vitae”, alongside extended periods on LinkedIn would be our first clue. Nobody has ever visited LinkedIn recreationally, after all.

    Watson’s “predictive attrition program” is used to retain talent, because as Rometty says, “the best time to get to an employee is before they go.” The company estimates that the early interventions will have saved it nearly $300m in retention costs.

    https://www.theinquirer.net/inquirer/news/3073744/ibm-watson-knows-when-youre-planning-to-quit-your-job

  • What AI Will Do to Corporate Hierarchies

    The obvious answer may be that the management structure is likely to get more centralized and rigid. After all, AI will help managers track more detailed data about everything their subordinates are doing, which should make it easier—and more inviting—to exercise stricter controls.

    This will no doubt be true in some cases. But look more closely, and I believe the opposite is much more likely to happen in many cases. That’s because when AI does the routine tasks, much of the remaining nonroutine work is likely to be done in loose “adhocracies,” ever-shifting groups of people with the combinations of skills needed for whatever problems arise.

    https://www.wsj.com/articles/what-ai-will-do-to-corporate-hierarchies-11554158120

  • Apple has poached another of Google’s top AI researchers

    Ian Goodfellow is one of the most prominent names in artificial intelligence, and previously worked at both Google and the Elon Musk-founded lab OpenAI. But, as first reported by CNBC, Goodfellow recently updated his LinkedIn profile to note that he is now working at Apple as a director for machine learning at the company’s Special Projects group.

    It’s not the first time Apple has used Google as an AI talent incubator, with the iPhonemaker luring away Goodfellow’s former boss, Google’s head of AI, John Giannandrea, last April.

    https://www.theverge.com/2019/4/5/18296473/apple-google-ai-research-poached-ian-goodfellow

  • Google dissolves AI ethics board just one week after forming it

    Google today disclosed that it has dissolved a short-lived, external advisory board designed to monitor its use of artificial intelligence, following a week of controversy regarding the company’s selection of members. The decision, reported first today by Vox, is largely due to outcry over the board’s inclusion of Heritage Foundation president Kay Coles James, a noted conservative figure who has openly espoused anti-LGBTQ rhetoric and, through the Heritage Foundation, fought efforts to extend rights to transgender individuals and to combat climate change.

    The advisory board, called the Advanced Technology External Advisory Council (ATEAC), included a number of prominent academics in fields ranging from AI and philosophy to psychology and robotics. But it also included those with policy backgrounds, like James and members of former US presidential administrations.

    https://www.theverge.com/2019/4/4/18296113/google-ai-ethics-board-ends-controversy-kay-coles-james-heritage-foundation

Cloud

Security

  • Facebook will stop asking new users for their email passwords

    Facebook told Axios that “a very small group of people have the option of entering their email password to verify their account when they sign up for Facebook,” but noted that people could choose instead to confirm their account with a code or link sent to their phone or email.

    “That said, we understand the password verification option isn’t the best way to go about this, so we are going to stop offering it,” the company said in a statement.

    https://www.axios.com/facebook-will-stop-asking-new-users-for-their-email-passwords–355c2e94-793f-47b7-a582-9ee0a4f01ae3.html

Software/SaaS

  • PwC Tests Blockchain for Validating Job Candidates’ Credentials

    If the technology becomes widely used, staffers won’t have to verify a candidate’s credentials by calling universities and previous employers, which can sometimes take weeks, Mr. Cushley said. The challenge, though, will be getting enough schools and companies on board to make blockchain truly valuable for validating credentials, he said.

    https://www.wsj.com/articles/pwc-tests-blockchain-for-validating-job-candidates-credentials-11554324777

  • American Express, SAP Ariba join forces for End-to-End B2B payments

    Sources close to the move claim that American Express, as a network extension partner, will use Ariba Network APIs to allow its virtual Card potentials within the SAP Ariba platform & process to facilitate secure payments, seamless commerce, and easy settlement between businesses on a single platform.

    Moreover, businesses, through the new integration, will have the opportunity to use their current American Express® Corporate Cards to make virtual Card payments, further making it easy for customers to get started without the need to create and maintain a standalone account.

    http://solutionrocket.com/american-express-sap-ariba-join-forces-end-end-b2b-payments/

  • Why Oracle is happy to lose to AWS and MongoDB

    Put another way, how is it that Oracle can be such a miss with developers and yet still print billions of dollars in revenue? I’m guessing Hurd doesn’t care much about developer adoption. He likely doesn’t care that, measured in popularity, Oracle has been in terminal decline for many years, as DB-Engines’ data suggests. In fact, if you look at the database technologies for which developers ask the most questions (indicating production use) on Stack Overflow, only MongoDB and PostgreSQL are booming (of the top-five database technologies).

    No, what Hurd cares about, as he acknowledges in his remarks to CNBC, is the fact that Oracle still controls roughly half of the global database market, worth tens of billions of dollars. Never mind that, as Gartner analyst Merv Adrian has highlighted, Oracle has lost market share every year since 2013, and collectively the old guard relational database players have shed nearly five percentage points.

    https://www.infoworld.com/article/3387123/why-oracle-is-happy-to-lose-to-aws-and-mongodb.html

Infrastructure/Hardware

  • Samsung Expects 60% Decline in First-Quarter Operating Profit

    The world’s largest smartphone and memory chips maker by shipments has felt the economic slowdown acutely. Companies and consumers, hesitant to spend amid the U.S.-China trade fight, according to tech industry executives, have delayed smartphone purchases and moderated investments into areas like data servers.

    Samsung’s results are closely watched because of its dual role as one of the world’s biggest hardware makers and a major supplier of electronics companies—including to rivals such as Apple Inc., which buys displays and chips from the Suwon, South Korea, company.

    https://www.wsj.com/articles/samsung-expects-60-decline-in-first-quarter-operating-profit-11554426661?ns=prod/accounts-wsj

  • Verizon’s 5G network is blazing fast, but it barely exists

    Yesterday, the leading US carrier triumphantly announced the debut of 5G service in “select areas of Chicago and Minneapolis,” and said that “for the first time ever, customers can access a commercial 5G network with the world’s first commercially available 5G-enabled smartphone.” Verizon welcoming customers onto its 5G network came a week earlier than initially planned. Verizon hasn’t said why it abruptly moved things up, but carriers in South Korea also went live with 5G yesterday, so it’s possible the company didn’t want to get beat by its global peers.

    I know you want speed tests, so to get started, yes, Verizon’s 5G data speeds are quite fast compared to what your smartphone can handle right now. I’m hitting between 400 and 600 Mbps on downloads. I can also tell you that, at least in Chicago, this feels like a premature launch, and 5G can be awfully hard to come by. When you do find it, you’ve basically got to stay where you are to see what it’s capable of.

    https://www.theverge.com/2019/4/4/18295600/verizon-5g-network-first-tests-data-speed

Other

  • Jeff Bezos, Amazon C.E.O., and MacKenzie Bezos Finalize Divorce Details

    Mr. Bezos will keep 75 percent of the couple’s Amazon stock and all of their ownership of The Washington Post and the Blue Origin space company, Ms. Bezos wrote. Mr. Bezos will also have “sole voting authority” over Ms. Bezos’ Amazon shares, according to a filing with the Securities and Exchange Commission.

    After the divorce, Ms. Bezos will own roughly 4 percent of Amazon, a stake that was worth almost $36 billion on Thursday. By keeping 75 percent of the couple’s Amazon shares, or about 12 percent of the company, Mr. Bezos will most likely remain the richest person in the world. His remaining stake in the company was worth almost $108 billion on Thursday. (Bill Gates, the second wealthiest, is worth $102 billion, according to Bloomberg.)

    https://www.nytimes.com/2019/04/04/technology/bezos-divorce-mackenzie.html

  • UN says US fears over Huawei’s 5G are politically motivated

    The secretary general of the UN’s internet and telecoms agency has suggested US concerns about 5G networks built using Huawei equipment have more to do with politics and trade, rather than legitimate worries over security. “There is no proof so far,” Houlin Zhao, head of the International Telecommunication Union, said regarding claims about Huawei’s security. He noted it’s in telecoms’ best interests to make sure their infrastructure is secure as they might otherwise feel the wrath of authorities.

    “I would encourage Huawei to be given equal opportunities to bid for business, and during the operational process, if you find anything wrong, then you can charge them and accuse them,” Zhao said, according to Reuters. “But if we don’t have anything then to put them on the blacklist — I think this is not fair.”

    https://www.engadget.com/2019/04/05/un-huawei-5g-network-security-allegations/

  • Google staff condemn treatment of temp workers in ‘historic’ show of solidarity

    TVCs make up 54% of Google’s global workforce, and more than half of the people on the personality team, according to the letter. The TVCs on the personality team sit alongside Google FTEs in offices around the world, but they are employed by a staffing agency on contracts ranging from two to six months at a time.

    On 8 March, about 80% of the TVCs on the team – 34 people – were informed that their contracts were ending ahead of schedule, either on 5 April or, in a few cases, on 31 July, according to the letter.

    The layoffs took place around the globe, starting in Seoul, and hitting London just as TVCs in New York were heading to work.

    “During the process, our managers and the full-time workers on our team were silent,” the letter states. “Google told them that offering support or even thanking us for years of work would make the company legally liable. Our teammates were told to distance themselves from us at the moment when we were most in need – just so that Google could avoid legal responsibility.”

    https://www.theguardian.com/technology/2019/apr/02/google-workers-sign-letter-temp-contractors-protest

  • The EU Is Pissed at Steam for Region-Locking Games

    “Valve believes that the EC’s extension of liability to a platform provider in these circumstances is not supported by applicable law,” he wrote. Lombardi claimed that without the ability to geo-block games in the EU, publishers will have to raise prices in “less affluent regions” to avoid people in more affluent regions buying games there rather than at home. Traditionally, prices on Steam vary from region to region.

    The recipients of the Commission’s objections will now have the opportunity to examine the Commission’s investigation files, respond in writing, and request a hearing. If the Commission concludes that there was an infringement, it could prohibit the alleged conduct and impose a fine of “up to 10% of a company’s annual worldwide turnover.”

    https://motherboard.vice.com/en_us/article/panj7v/the-eu-is-pissed-at-steam-for-region-locking-games

Photo by DJ Johnson on Unsplash

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News You Can Use: 4/3/2019

  • How Better Communication Skills Can Make You a Better Leader

    You might stray away from being assertive, in fear that it’ll come off as confrontational — trust us when we say they’re not one and the same. Part of being assertive is the ability to confidently stand behind your words and offer up a much-needed sense of direction or action plan.

    Fact is, everyone possesses knowledge — but what makes individuals stand out as leaders is their ability to communicate that unique information. And beyond just relaying that information, figuring out a way to inspire and motivate others.

    https://www.entrepreneur.com/article/331323

  • Apple still has a lot to prove with its new subscription services

    The best answer I can come up with is this: Apple has a huge effect on technology and culture, and Apple is trying to tell a new story about what it is and what it makes. You should care because the story Apple tells us and tells itself has real effects on the products it makes and its effect on culture.

    So yes, Apple makes subscription services now. But if the whole story is just “Apple can make more money now that iPhone sales have plateaued,” then none of this really matters or changes anything.

    https://www.theverge.com/2019/3/26/18282776/apple-tv-news-plus-subscription-services-announcement-keynote-cost-bundle

  • Shh! Keep Your Big Goals to Yourself.

    Some experts argue that praise before accomplishment can actually prevent us from reaching our goals. In 2009, researcher Peter Gollwitzer asked the question, “Are scientists more likely to write papers if they tell colleagues about their intentions or if they keep their intentions to themselves?”

    After completing a series of studies, Gollwitzer and his team found that when people set a goal that’s closely tied to their identity and share their intentions with others, they’re less likely to achieve that goal. In converse example, telling friends that you’re going to start taking vitamins likely won’t affect your follow-through. That’s because vitamins probably aren’t deeply tied to your personal identity.

    https://www.entrepreneur.com/article/329168

  • Move over, WeWork. This Belize beachside coworking space is the dream

    While all coworking spaces claim their business is “more than a workspace” and their unique design and the various perks they offer “set them apart,” the Belize Tourism Board (BTB) may actually be right. The bungalow is situated over the brilliantly blue water on Tobacco Caye. The coworking space has an open-concept layout to help coworkers feel right at home and make collaboration easy. There are standing desks, a wellness center, executive parking, a VIP boardroom, and, of course, Wi-Fi and a killer view.

    https://www.fastcompany.com/90327084/move-over-wework-this-belize-beachside-co-working-space-is-the-dream

Photo by Markus Spiske on Unsplash

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Supplier Report: 3/29/2019

The tech industry is focused on playing games. Google has dedicated significant time and energy on a cloud-based gaming platform, and Apple is rumored to be announcing a service soon. Meanwhile, gaming veteran Microsoft is expected to have a major service update as well.

These companies are spending tons of money on retail, consumer-based services. Xbox shows it can be profitable, but is there money if the market keeps splintering?

Meanwhile Oracle is quietly going through a round of job eliminations and the President of the United States and his staff continue to struggle with technology.

Acquisitions

  • Apple Has Reportedly Acquired Italian Startup Stamplay

    Stamplay describes itself as a “low code workflow automation platform, empowering organizations to streamline manual work by integrating data and business applications used every day.” The “API-based development platform” enables developers to build and launch “full-featured cloud-based web apps.”

    https://www.macrumors.com/2019/03/21/apple-reportedly-acquired-stamplay/

Artificial Intelligence

  • Trump’s views about ‘crazy’ self-driving cars are at odds with his DOT

    Just last week during SXSW in Austin, Secretary of Transportation Elaine Chao announced the creation of the Non-Traditional and Emerging Transportation Technology (NETT) Council, an internal organization designed to resolve jurisdictional and regulatory gaps that may impede the deployment of new technology, such as tunneling, hyperloop, autonomous vehicles and other innovations.

    “New technologies increasingly straddle more than one mode of transportation, so I’ve signed an order creating a new internal Department council to better coordinate the review of innovation that have multi-modal applications,” Chao said in a prepared statement at the time.

    https://techcrunch.com/2019/03/18/trumps-views-about-crazy-self-driving-cars-are-at-odds-with-his-dot/

  • Oracle adds more AI features to its suite of sales tools

    Rob Tarkoff, who had previous stints at EMC, Adobe and Lithium, and is now EVP of Oracle CX Cloud says that the company has found ways to increase efficiency in the sales and marketing process by using artificial intelligence to speed up previously manual workflows, while taking advantage of all the data that is part of modern sales and marketing.

    For starters, the company wants to help managers and salespeople understand the market better to identify the best prospects in the pipeline. To that end, Oracle is announcing integration with DataFox, the company it purchased last fall. The acquisition gave Oracle the ability to integrate highly detailed company profiles into their Customer Experience Cloud, including information such as SEC filings, job postings, news stories and other data about the company.

    https://techcrunch.com/2019/03/19/oracle-adds-more-ai-features-to-its-suite-of-sales-tools/

  • What AI Is Still Far From Figuring Out

    The basic technique is to give the computer millions of examples of games, images or previous judgments and to provide feedback. Which moves led to a high score? Which pictures did people label as dogs? What did the curators or judges decide in particular cases? The computer can then use machine learning techniques to try to figure out how to achieve the same objectives. In fact, machines have gotten better and better at learning how to win games or match human judgments. They often detect subtle statistical cues in the data that humans can’t even understand.

    But people also can decide to change their objectives. A great judge can argue that slavery should be outlawed or that homosexuality should no longer be illegal. A great curator can make the case for an unprecedented new kind of art, like Cubism or Abstract Expressionism, that is very different from anything in the past.

    https://www.wsj.com/articles/what-ai-is-still-far-from-figuring-out-11553112473

Cloud

  • Google is about to reveal its plan to take on the $140 billion gaming industry, but experts are skeptical it has a chance

    Google’s streaming service could change that model by letting users stream top games to the devices they already own, like a laptop, smartphone or streaming box connected to a TV.

    “Cloud gaming will enable publishers to broaden their reach even further by potentially taping into new audiences on any device and any screen,” Forrester vice president and principal analyst Thomas Husson told CNBC. “Beyond music or video, gaming represents another opportunity to offer recurring streaming revenues for companies in the gaming ecosystem. For cloud platforms like Amazon, Google or Microsoft, it will also become an opportunity to offer cloud storage and services to game publishers, who spend more and more in their IT infrastructure.”

    https://www.cnbc.com/2019/03/17/google-yeti-gaming-announcement-expectations.html

    Apple might reveal its game subscription service at Monday’s event

    For the game bundle subscription, Bloomberg notes that Apple is “likely considering” paid games only. Any titles that depend on a freemium model — free-to-play but with in-app purchases — won’t be part of the deal. That would result in hits like Fortnite and PUBG Mobile being left out, but Minecraft, Stardew Valley, Heads Up!, Monument Valley 1 and 2, and NBA 2K19 are all the kind of paid games that could be eligible.

    Customers would be charged monthly to access a bundle of those premium games, and game developers would be paid based on how frequently members of the service play their title. “The company would collect these monthly fees, then divide up the revenue between developers based on how much time users spend playing their games,” Bloomberg’s Mark Gurman said.

    https://www.theverge.com/2019/3/23/18278450/apple-gaming-subscription-service-iphone-ipad-march-25-rumor
    Microsoft’s Xbox boss responds to Google Stadia, promises ‘we will go big’ for E3

    Thurrott has published the full memo, and it reveals that Spencer feels validated by Google’s efforts. “Their announcement is validation of the path we embarked on two years ago,” says Spencer. Microsoft is also creating its own cloud gaming service, dubbed xCloud, that will rival Google and many others for streaming games to phones, tablets, PCs, and TVs. Microsoft recently demonstrated xCloud publicly for the first time, and it’s promising trials of the service later this year.

    “There were no big surprises in their announcement although I was impressed by their leveraging of YouTube, the use of Google Assistant and the new WiFi controller,” explains Spencer in his memo. Google is leveraging YouTube to allow people to view game clips and then instantly launch the game, or share an exact game save to the video service.

    https://www.theverge.com/2019/3/20/18273991/google-stadia-microsoft-xbox-phil-spencer-response-comments

  • Giant Military Contract Has a Hitch: A Little-Known Entrepreneur

    The software giant Oracle, which is widely considered ill equipped to land the deal, has aggressively criticized the one-vendor approach. As part of its opposition, the company is arguing in federal court that Mr. Ubhi’s ties to Amazon shaped the contract in the company’s favor

    Before the case was filed last year, the Pentagon found that Mr. Ubhi had no improper influence, and it continued evaluating the proposals despite Oracle’s lawsuit. But in late February, the government said it had received “new information” about Mr. Ubhi that it needed to investigate, essentially delaying the process.

    A Pentagon spokeswoman, Elissa Smith, declined to say what new information about Mr. Ubhi had been brought to the department’s attention. The Pentagon had said that the winner of the contract was projected to be announced in April. But Ms. Smith said the inquiry into Mr. Ubhi was “expected to impact the award date.”

    https://www.nytimes.com/2019/03/20/technology/military-contract-deap-ubhi.html

Security

  • Facebook admits it stored ‘hundreds of millions’ of account passwords in plaintext

    Facebook confirmed Thursday in a blog post, prompted by a report by cybersecurity reporter Brian Krebs, that it stored “hundreds of millions” of account passwords in plaintext for years.

    The discovery was made in January, said Facebook’s Pedro Canahuati, as part of a routine security review. None of the passwords were visible to anyone outside Facebook, he said. Facebook admitted the security lapse months later, after Krebs said logs were accessible to some 2,000 engineers and developers.

    https://techcrunch.com/2019/03/21/facebook-plaintext-passwords/
    What a surprise, an article about Facebook not properly managing personal data…

  • Jared Kushner and Ivanka Trump Use Private Accounts for Official Business, Their Lawyer Says

    The chairman, Representative Elijah E. Cummings of Maryland, said that a lawyer for Ms. Trump, President Trump’s daughter, and Mr. Kushner, the president’s son-in-law and senior adviser, told the committee late last year that in addition to a private email account, Mr. Kushner uses an unofficial encrypted messaging service, WhatsApp, for official White House business, including with foreign contacts.

    Mr. Cummings said the lawyer, Abbe Lowell, also told lawmakers that Ms. Trump did not preserve some emails sent to her private account if she did not reply to them.

    https://www.nytimes.com/2019/03/21/us/politics/jared-kushner-whatsapp.html

Software/SaaS

  • IBM Launches A Blockchain-Based Global Payments Network

    IBM has now revealed a World Wire, which is a real-time global payments network for the regulated financial institutions, that is accessible in a growing number of markets.

    The payment system which is designed to simply optimize and accelerate the foreign exchange, remittances and cross border payments. World Wire is the first blockchain network as of now its kind to integrate the payment messaging, clearing and settlement on a single unified network, which even allows the participants to dynamically choose from a wide range of digital assets for settlement.

    World Wide has also enabled payment location in more than 70 countries, with 44 bank points and 47 currencies. Some of the local regulations will continue to guide the activation, and IBM is now actively growing the network with additional financial institutions across the globe.

    https://www.techiexpert.com/ibm-launches-a-blockchain-based-global-payments-network/

  • How Salesforce paved the way for the SaaS platform approach

    It turns out that Force.com was actually the culmination of a series of incremental steps after the launch of the first version of Salesforce in February, 2000, all of which were designed to make the software more flexible for customers. Company co-founder and CTO Parker Harris says they didn’t have this goal to be a platform early on. “We were a solution first, I would say. We didn’t say ‘let’s build a platform and then build sales-force automation on top of it.’ We wanted a solution that people could actually use,” Harris told TechCrunch.

    https://techcrunch.com/2019/03/22/how-salesforce-paved-the-way-for-the-saas-platform-approach/

Infrastructure/Hardware

  • Microsoft Says the FCC ‘Overstates’ Broadband Availability in the US

    Microsoft this week was the latest to highlight the US government’s terrible broadband mapping in a filing with the FCC, first spotted by journalist Wendy Davis. In it, Microsoft accuses the FCC of over-stating actual broadband availability and urges the agency to do better.

    “For example, in some areas the Commission’s broadband availability data suggests that ISPs have reported significant broadband availability (25 Mbps down/3 Mbps up) while Microsoft’s usage data indicates that only a small percentage of consumers actually access the Internet at broadband speeds in those areas,” Microsoft said.

    https://motherboard.vice.com/en_us/article/pan48b/microsoft-says-the-fcc-overstates-broadband-availability-in-the-us

  • Apple will let you add 256GB of RAM to an iMac Pro for $5,200

    You could buy a second iMac Pro for the cost of that single RAM upgrade. To put that in perspective compared to Apple’s other RAM upgrades, the iMac Pro comes with 32GB of RAM by default. Upgrading to 64GB costs an extra $400, and upgrading to 128GB costs an extra $2,000. Both of those prices are dwarfed by the new 256GB option.

    https://www.theverge.com/circuitbreaker/2019/3/19/18272523/apple-256gb-ram-imac-pro-5200-update-configure-build

  • How phones went from $200 to $2,000

    That’s in large part because phones are getting harder to sell. Far more people own a smartphone today than just a few years ago, and people are holding on to their phones for longer (perhaps because they’re so good, or perhaps because those two-year contracts are dead). That’s left smartphone makers with an option if they don’t want to see their revenues fall: sell more phones or sell more expensive phones. Obviously, they’ve chosen the latter.

    We’ve seen options for bigger screens and more storage push the price for flagship phones into the $1,500 range. Even the starting price for today’s flagships is closer to $1,000 than the $649 of just a few years ago.

    https://www.theverge.com/2019/3/18/18263584/why-phones-are-so-expensive-price-apple-samsung-google

Other

  • Oracle Swings the Layoff Axe and Clear-cuts Teams of Engineers

    Rumors are flying, but the count appears to be heading into the thousands worldwide, with the lowest estimate at 500. One anonymous poster on theLayoff.com, a site that hosts discussion boards for people affected by layoffs, appeared to offer real numbers, indicating that the total target is 10 percent of Oracle’s global head count, which in 2018 was around 137,000. Cuts will be made in three phases this year, he indicated, with around 5000 employees cut in this first phase.

    Layoffs are nothing new for Oracle; in 2017 the company slashed nearly 1000 jobs in Silicon Valley, mostly from its SPARC and Solaris teams. But the sudden and secretive nature of this layoff operation came as a surprise to employees and observers. The lack of transparency and abruptness of the operation was reminiscent of IBM’s waves of layoffs in the past.

    https://spectrum.ieee.org/view-from-the-valley/at-work/tech-careers/oracle-swings-the-layoff-axe-and-clearcuts-teams-of-engineers.amp.html

  • Google hit with another EU antitrust fine: The grand total now comes to €8.2B

    This morning, the European Union slapped Google with a €1.5 billion fine, which comes to a little over $1.7 billion. This latest fine was over its antitrust practices with its advertising business.

    Essentially, for years Google didn’t allow its AdSense customers to feature rival search engines on their sites. Over the years, the company eased up on these rules, but European officials still decided the practice amounted to illegal behavior. This may be an especially tough blow for Google, since AdSense’s contribution to the company’s overall revenue has been steadily decreasing over the last six-plus years, according to Bloomberg.

    https://www.fastcompany.com/90322678/google-hit-with-another-eu-antitrust-fine-the-grand-total-now-comes-to-e8-2b

Photo by JESHOOTS.COM on Unsplash

Posted on

Supplier Report: 3/22/2019

The technology industry saw multiple outages last week. Apple, Facebook, and Google all suffered from seemingly unrelated issues bringing services down. Facebook experienced their biggest outage in years.  The combination of these events highlight that the internet and online services are still fragile.

Apple suffered additional bad news with a ruling that the company infringed on Qualcomm’s intellectual property and will owe Qualcomm $31M.

On the topic of owing money… the EU is looking to shove their hands in Google’s pockets one more time.

Acquisitions

  • Nvidia to Acquire Mellanox, Its Biggest Deal Ever at Roughly $7 Billion

    With Mellanox, Nvidia is buying a maker of Ethernet switches and adapters that connect computers to each other, wiring together networks where users can rapidly exchange information. The company is a major supplier of equipment that conforms to the so-called InfiniBand networking standard widely used in supercomputers.

    https://www.wsj.com/articles/nvidia-to-acquire-mellanox-for-about-7-billion-11552304615?ns=prod/accounts-wsj

  • Apple Acquires Machine Learning Startup in Boost for AI Group

    Laserlike was active for four years and concentrated on an “interest search engine” that could fetch news, video, and general Web content relative to each user. A key assumption was that people may want to know about things that don’t necessarily pop up in their usual sources, such as a car recall or an upcoming music festival. The app for the engine is no longer available.

    The Laserlike crew has reportedly joined Apple’s AI division, led by John Giannandrea, who was hired away from Google in 2018. His unit oversees the strategy for AI and Machine Learning across all Apple products, as well as the development of Core ML and Siri.

    https://appleinsider.com/articles/19/03/13/apple-confirms-buyout-of-machine-learning-startup-laserlike

Artificial Intelligence

  • DeepMind and Google: the battle to control artificial intelligence

    Google’s financial heft was attractive, yet, like many founders, Hassabis was reluctant to hand over the company he had nurtured. As part of the deal, DeepMind created an arrangement that would prevent Google from unilaterally taking control of the company’s intellectual property. In the year leading up to acquisition, according to a person familiar with the transaction, both parties signed a contract called the Ethics and Safety Review Agreement. The agreement, previously unreported, was drawn up by senior barristers in London.

    The Review Agreement puts control of DeepMind’s core AGI technology, whenever it may be created, in the hands of a governing panel known as the Ethics Board. Far from being a cosmetic concession from Google, the Ethics Board gives DeepMind solid legal backing to keep control of its most valuable and potentially most dangerous technology, according to the same source.

    https://www.1843magazine.com/features/deepmind-and-google-the-battle-to-control-artificial-intelligence

Cloud

  • Oracle’s Revenue Declines as It Struggles to Catch Up in Cloud Services

    Oracle has been slower than some of its rivals to develop cloud-computing technology—services customers rent on demand over the web. That has put competitors in a better position to win business as customers shift away from managing their own computing operations.

    The company expects to post revenue that is flat to down 2% in the current quarter, co-Chief Executive Safra Catz said during a conference call with analysts. Oracle shares, which fell a penny to $53.05 during regular trading Thursday, slid 3.9% after hours.

    Brad Reback, an analyst at Stifel Nicolaus & Co., said the current spending environment for information technology is the most robust in two decades. “The world is passing Oracle by,” he said.

    https://www.wsj.com/articles/oracles-revenue-declines-1-11552595788

Software/SaaS

  • Facebook, Instagram, and WhatsApp are still down for some users around the world

    According to DownDetector, it looks like the outages are mainly in New England; Texas; Seattle, Washington; parts of Latin America, including Peru; the UK; India; and the Philippines. Users have written in from Canada, Las Vegas, and Turkey to note outages there as well. We’ve reached out to Facebook and Instagram to learn more.

    Also

    It wasn’t until over 24 hours later that Facebook finally gave the all clear, attributing the downtime to a “server configuration change.” “We’ve now resolved the issues and our systems are recovering. We’re very sorry for the inconvenience and appreciate everyone’s patience,” the company said via Twitter.

    https://www.theverge.com/2019/3/13/18264092/facebook-instagram-down-partially-post-messages-profile-loading

  • Apple’s iCloud recovers after a four-hour outage

    The company’s system status dashboard was blanketed in yellow warning notes for more than four hours Thursday, indicating mass outages of its iCloud service.

    The page didn’t offer much in terms of detail as to why the services experienced problems, only saying that “some users are affected” and “users may be unable to access this service.” Apple didn’t say what caused the outage once iCloud recovered.

    https://techcrunch.com/2019/03/14/apples-icloud-is-having-an-outage-too/

  • And Google had an outage too…

    At Google, some services, including Gmail, were slowed or outright inaccessible from Tuesday evening into early Wednesday on the East Coast. Google blamed a “cascading failure” that began after its engineers made tweaks to an internal storage service.

    https://www.wsj.com/articles/facebook-and-instagram-suffer-lengthy-outages-11552539752

  • After the “adult content” ban, Tumblr users have ditched the platform as promised

    Tumblr’s global traffic in December clocked in at 521 million, but it had dropped to 370 million by February, web analytics firm SimilarWeb tells The Verge. Statista reports a similar trend in the number of unique visitors. By January 2019, only over 437 million visited Tumblr, compared to a high of 642 million visitors in July 2018.

    https://www.theverge.com/2019/3/14/18266013/tumblr-porn-ban-lost-users-down-traffic
    This is an example of a company putting a goal or objective over profit. They had to know that was going to happen.

  • Apple Music launches on Amazon Fire TV

    This change of pace from Apple’s standard walled-garden approach to services was most prevalent at CES 2019 where Apple said that iTunes will soon be available on Samsung smart TVs. In what was eventually dubbed a bug, Apple Music also appeared briefly on Google Home units but was never active before it was pulled offline.

    https://www.cnbc.com/2019/03/13/apple-music-for-amazon-fire-tv.html

Other

  • A Better Way to Break Up Big Tech

    The problem with applying a one-size-fits-four model to tech, as the industry analyst Ben Thompson has written, is that the large tech companies have different business models that pose different anti-competitive risks. The stranglehold that Google and Facebook have on the digital advertising market is different from the way Amazon muscles out e-commerce brands, which is different from the way Apple uses its App Store to force burdensome terms on developers.

    The possibility of unintended consequences means that tailoring regulations to address each of these problems is important. A law that banned Amazon from competing with third-party sellers on its platform could also cripple Chromebook laptops, or prevent iPhone users from getting access to their iTunes libraries.

    Rather than one giant package that crams everything together, a set of effective tech regulations would treat each problem discretely, and address each with surgical precision.

    https://www.nytimes.com/2019/03/13/technology/elizabeth-warren-tech-companies.html

  • Facebook’s Data Deals Are Under Criminal Investigation

    It is not clear when the grand jury inquiry, overseen by prosecutors with the United States attorney’s office for the Eastern District of New York, began or exactly what it is focusing on. Facebook was already facing scrutiny by the Federal Trade Commission and the Securities and Exchange Commission. And the Justice Department’s securities fraud unit began investigating it after reports that Cambridge Analytica, a political consulting firm, had improperly obtained the Facebook data of 87 million people and used it to build tools that helped President Trump’s election campaign.

    https://www.nytimes.com/2019/03/13/technology/facebook-data-deals-investigation.html

  • Apple dealt legal blow as jury awards Qualcomm $31 million

    The $31 million in damages — or $1.41 per infringing iPhone — is a drop in the bucket for Apple, a company that briefly became a $1 trillion company last year. But it marks an important victory for Qualcomm, burnishing its reputation as a mobile components innovator. The win also lends credibility to the notion that much of the company’s innovation is reflected in iPhones.

    https://www.cnet.com/news/apple-qualcomm-patent-infringement-verdict/

  • Google faces third EU antitrust fine next week: source

    Alphabet unit Google is likely to be hit with a third EU antitrust fine next week related to its AdSense advertising service, a person familiar with the matter said on Friday, with the sanction expected to be much smaller than previous fines.

    The AdSense case may not be end of Google’s EU antitrust woes.

    EU antitrust enforcers have asked Google’s rivals if it unfairly demotes local search competitors, according to a questionnaire seen by Reuters, a move which could lead to a fourth case.

    https://www.reuters.com/article/us-eu-google-antitrust-idUSKCN1QW1X0

Photo by Jeremy Bishop on Unsplash