Tag: Google

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Supplier Report: 9/6/2019


Photo by Sid Leigh on Unsplash

It seems that big companies used the holidays as a time to rest their wallets and take a break from the M&A activity of the last few weeks… or perhaps they were distracted with some other concerns.

Google contractors in Pennsylvania are attempting to unionize due to poor working conditions. The company was also hit with a $200M fine due to YouTube violating children’s privacy.

Speaking of privacy… Google called out a major security threat for Apple iPhones. Several websites were infected with in an injection attack that iPhones were particularly vulnerable to.

Acquisitions/Investments

Artificial Intelligence

  • The Next Hot Job: Pretending to Be a Robot

    More advanced systems require “human supervisory control,” where the robot or vehicle’s onboard AI does the basic piloting but the human gives the machine navigational instructions and other feedback. Prof. Cummings says this technique is safer than actual remote operation, since safety isn’t dependent on a perfect wireless connection or a perfectly alert human operator.

    For every company currently working on self-driving cars, almost every state mandates they must either have a safety driver present in the vehicle or be able to control it from afar. Guidelines from the National Highway Traffic Safety Administration suggest the same.

    Most companies in the space have opted for something short of true teleoperation, which is dependent on an absolutely reliable and fast wireless connection as well as the skill of the human remote operator. Alphabet Inc. subsidiary Waymo’s remote operation system and another being tested by Nissan rely on humans to either confirm the vehicle’s choices when it’s unsure what to do or help it navigate around obstacles.

    https://www.wsj.com/articles/the-next-hot-job-pretending-to-be-a-robot-11567224001

Cloud

  • How Microsoft and Oracle became cloud buddies, and what’s next for their improbable partnership

    The companies are counting on the cloud to fuel their growth, raising the stakes for their partnership. They describe the alliance, in part, as a way for their customers to avoid being locked into a single cloud vendor. In that way, the companies are effectively teaming up against their common competitors, the biggest of them being Amazon Web Services and Google Cloud.

    Oracle is playing catch-up in the cloud, aiming to expand beyond its legacy in databases to build out a fully-fledged public cloud platform, attempting to go toe-to-toe with Amazon, Google, and Microsoft for a wider range of cloud contracts. Oracle reportedly laid off hundreds of people from its cloud-focused Seattle office earlier this year in an indication of the uphill climb it faces.

    https://www.geekwire.com/2019/microsoft-oracle-became-cloud-buddies-whats-next-improbable-partnership/

  • Never tell me the odds! Oracle makes fresh appeal against $10bn JEDI ruling

    Dorian Daley, General Counsel, Oracle Corporation, released the following statement on its latest appeal:
    The Court of Federal Claims opinion in the JEDI bid protest describes the JEDI procurement as unlawful, notwithstanding dismissal of the protest solely on the legal technicality of Oracle’s purported lack of standing. Federal procurement laws specifically bar single award procurements such as JEDI absent satisfying specific, mandatory requirements, and the Court in its opinion clearly found DoD did not satisfy these requirements. The opinion also acknowledges that the procurement suffers from many significant conflicts of interest. These conflicts violate the law and undermine the public trust. As a threshold matter, we believe that the determination of no standing is wrong as a matter of law, and the very analysis in the opinion compels a determination that the procurement was unlawful on several grounds.

    The battle is likely far from over both regardless of the progress of the lawyers as the deal has also become a political football.

    US President Donald Trump weighed in when he belatedly heard the contract might go to a company partly owned by his arch-nemesis Jeff Bezos, also of course publisher of “fake news” provider The Washington Post.

    https://www.theregister.co.uk/2019/08/28/oracles_last_ditch_jedi_appeal/

  • Microsoft vendors win $7.6 billion government deal

    The federal government’s award of a massive 10-year, $7.6 billion computing contract to a trio of vendors led by General Dynamics Corp. to provide Microsoft Corp. office software for the Pentagon late Thursday is the latest indication that cloud-computing leaders are the preferred vendors of choice.

    The Defense Department and General Services Administration announced the winners of the coveted Defense Enterprise Office Solution (DEOS) following a months-long evaluation process by the GSA. DEOS would provide email, calendar, video-calling and other productivity tools to the U.S. military.

    https://www.marketwatch.com/story/microsoft-vendors-win-76-billion-government-deal-2019-08-29

Security/Privacy

  • Google to pay up to $200M to settle FTC YouTube investigation

    Privacy groups had complained to the FTC that YouTube violated the Children’s Online Privacy Protection Act by collecting personal information about minors and using it to target advertisements without getting consent from parents.

    The settlement dwarfs the FTC’s largest fine to date for COPPA violations: $5.7 million levied in February against the operators of Musical.ly, the China-based social video app that’s become a juggernaut since rebranding as TikTok.

    https://www.politico.com/story/2019/08/30/google-ftc-investigation-youtube-1479044

  • Apple still has work to do on privacy

    On the surface, the notion of Apple having a stronger claim to privacy versus Google — an adtech giant that makes its money by pervasively profiling internet users, whereas Apple sells premium hardware and services (including essentially now ‘privacy as a service‘) — seems a safe (or, well, safer) assumption. Or at least, until iOS security fails spectacularly and leaks users’ privacy anyway. Then of course affected iOS users can just kiss their privacy goodbye. That’s why this is a thought experiment.

    https://techcrunch.com/2019/08/31/apple-still-has-work-to-do-on-privacy/

    Malicious websites were used to secretly hack into iPhones for years, says Google

    The researchers found five distinct exploit chains involving 12 separate security flaws, including seven involving Safari, the in-built web browser on iPhones. The five separate attack chains allowed an attacker to gain “root” access to the device — the highest level of access and privilege on an iPhone. In doing so, an attacker could gain access to the device’s full range of features normally off-limits to the user. That means an attacker could quietly install malicious apps to spy on an iPhone owner without their knowledge or consent.

    Google said based off their analysis, the vulnerabilities were used to steal a user’s photos and messages as well as track their location in near-real time. The “implant” could also access the user’s on-device bank of saved passwords.

    https://techcrunch.com/2019/08/29/google-iphone-secretly-hacked/

  • The frighteningly simple technique that hijacked Jack Dorsey’s Twitter account

    As it turns out, getting control of Dorsey’s phone number wasn’t as hard as you might think. According to a Twitter statement, a “security oversight” by the provider let the hackers gain control. In general terms, this kind of attack is called SIM hacking — essentially convincing a carrier to assigning Dorsey’s number to a new phone that they controlled. It’s not a new technique, although it’s more often used to steal Bitcoin or high-value Instagram handles. Often, it’s as simple as plugging in a leaked password. You can protect yourself by adding a PIN code to your carrier account or registering web accounts like Twitter through dummy phone numbers, but those techniques can be too much to ask for the average user. As a result, SIM swapping has become one of online troublemakers’ favorite techniques — and as we found out today, it works more often than you’d think.

    https://www.theverge.com/2019/8/31/20841448/jack-dorsey-twitter-hacked-account-sim-swapping

Software/SaaS

  • Mozilla CEO Chris Beard will step down at the end of the year

    Beard was appointed interim CEO for Mozilla in April 2014, coming on as full-time chief executive in July of that same year. The company has seen a bit of a resurgence in recent years, after having ceded much of its browser market share to the likes of Google and Apple. Firefox has undergone something of a renaissance over the past year, as have the company’s security tools.

    “Today our products, technology and policy efforts are stronger and more resonant in the market than ever, and we have built significant new organizational capabilities and financial strength to fuel our work,” Beard said in the blog post. “From our new privacy-forward product strategy to initiatives like the State of the Internet we’re ready to seize the tremendous opportunity and challenges ahead to ensure we’re doing even more to put people in control of their connected lives and shape the future of the internet for the public good.”

    https://techcrunch.com/2019/08/29/mozilla-ceo-chris-beard-will-step-down-at-the-end-of-the-year/

  • Founders of Successful Tech Companies Are Mostly Middle-Aged

    Previous studies had documented that owners of small businesses tended to be in their late 30s and 40s. But most small businesses stay fairly small: restaurants, dry cleaners, retail stores and the like. They are important but aren’t central to innovation in the economy.

    The new study was able to zero in on high-flying start-ups by bringing together anonymized data collected by different agencies within the federal government. The government matched sales and employment data for start-ups collected by the Census Bureau with information on the founders extracted from Internal Revenue Service filings.

    After stripping identifying information, the government provided the researchers with a data set including 2.7 million business founders. The researchers calculated that the founders’ average age was 42. And for the founders of the 0.1 percent fastest-growing firms, the average age was 45. Firms that were successful enough to have an initial public offering or be acquired by a larger company showed the same pattern: Their founders were generally middle-aged.

    https://www.nytimes.com/2019/08/29/business/tech-start-up-founders-nest.html

Infrastructure/Hardware

  • Amazon buys big in Virginia

    Amazon has paid six times over the valuation for prime land in the data center hotspot of Virginia.

    It bought nearly 90 acres in two plots in Loudoun County, in a part of Virginia outside the US capital Washington DC where Amazon has built nearly 40 data centers already. It paid $118m for land that had been valued at $19.7m, according to the County records office.

    “That’s the way things are going right now. Data centers are going up like hot cakes, ” Erik Larson, manager of the Loudoun County Land Records Office, told DCD.

    Amazon had 38 data centers in Virginia in 2015, according to a document leaked by Wikileaks last year. It had about 100 spread around the US and other countries. But approaching half of all them were in Virginia, close to the Beltway of Washington, where government and military contractors compete for business. It is where Amazon Web Services began operating in 2006.

    https://www.datacenterdynamics.com/news/amazon-buys-big-virginia/

Other

  • 20,000 AT&T Employees Are Striking

    CWA says AT&T is “bargaining in bad faith” and that it has “unfair labor practices.” AT&T sent to the bargaining table people who “do not have the real authority to make proposals or to reach an agreement” in addition to “changing our agreement about how we meet and bargain,” the union said in a blog post.

    CWA’s bargaining team has been fighting for the past few months to renegotiate the AT&T employee contract to share the company’s record-breaking profits. In 2018, AT&T promised to use the windfall from the Republicans’ corporate tax cut to “invest an additional $1 billion” to create “7,000 good-paying jobs for American workers.” The December tax cuts helped AT&T achieve a $19 billion profit in the fourth quarter and $3 billion in annual tax savings. But AT&T has had layoffs, cutting 23,000 jobs.

    https://www.vice.com/en_us/article/43kwyd/20000-atandt-employees-are-striking

  • Google Contractors Are Unionizing With a Steel Workers Union

    66 percent of the eligible contractors at a company called HCL America Inc., signed cards seeking union representation, according to the United Steel Workers union. With the help of the Pittsburgh Association of Technical Professions (PATP), they’re asking the National Labor Relations Board (NLRB) for a vote on union representation. The PATP is a project sponsored by the union aimed at “helping Pittsburgh and Southwestern Pennsylvania workers in high-tech fields organize and bargain collectively.”

    “Workers at HCL deserve far more than they have received in terms of compensation, transparency and consideration, and it has gone on like this for much too long,” HCL worker Renata Nelson said in a press release. “While on-site management tries to do what they can, where they can, their hands are often tied by arbitrary corporate policy.”

    https://www.vice.com/en_us/article/evjxjm/google-contractors-are-unionizing-with-a-steel-workers-union

  • Uber And Lyft Take A Lot More From Drivers Than They Say

    Ultimately, the rider paid $65 for the half-hour trip, according to a receipt viewed by Jalopnik. But Dave made only $15 (the fares have been rounded to anonymize the transaction).

    Uber kept the rest, meaning the multibillion-dollar corporation kept more than 75 percent of the fare, more than triple the average so-called “take-rate” it claims in financial reports with the Securities and Exchange Commission.

    Had he known in advance how much he would have been paid for the ride relative to what the rider paid, Dave said he never would have accepted the fare.

    “This is robbery,” Dave told Jalopnik over email. “This business is out of control.”

    https://jalopnik.com/uber-and-lyft-take-a-lot-more-from-drivers-than-they-sa-1837450373

Posted on

News You Can Use: 9/4/2019


Photo by BENCE BOROS on Unsplash

  • Why Google employees are donating to Warren and Sanders — presidential candidates who want to break up Google

    In interviews with Recode, Google employees (mostly engineers who work on everything from Android to virtual reality) who donated to Sanders and Warren said that breaking up Google could help consumers and spur more tech innovation by allowing for more competition from upstarts. Some even said they thought regulation could force Google itself to return to its startup roots, recreating the bootstrapped work culture that they say enabled the company’s initial success. (Google executives don’t exactly agree.)

    Their support for candidates who are critical of Big Tech seems to reflect a broader movement among corporate tech employees who have begun demanding more ethical behavior and policies from their companies. In the past year, many tech employees, particularly at Google, have organized and protested against their own employers over concerns related to sexual harassment policies and controversial defense contracts with the US and foreign governments. In candidates like Warren and Sanders, these employees find an outside voice who similarly views major technology companies’ growing and unprecedented power with a critical lens. And for the first time, companies like Google have become major talking points in the presidential campaign.

    https://www.vox.com/recode/2019/7/30/20694619/google-employees-warren-sanders-presidential-election-donations-break-up-tech

  • Don’t stop creating for yourself – #LevelUp

    I really enjoy Peter and I thought this video is a great cross over between career and creative. I am certainly looking for a creative spark (I don’t want to come off like a talking head).
  • Having trouble delegating? These 3 questions can help

    “You can say something, but it’s not always what the other person hears,” she says. “Asking this question ensures that what you intend for someone to do is what they understand they need to do.”

    Repeating information is standard operating procedure in mission critical jobs. “An air traffic controller gives a pilot instructions, and the pilot has to repeat it back to ensure they got it correctly,” she says. “You can use the same thing in the workplace.”

    To avoid feeling robotic or untrusting, Brownlee suggests putting it this way: “I know I threw a lot at you, and I know this has a lot of moving parts. To ensure I didn’t confuse you, would you mind repeating back what you heard?”

    “If they tell you something that is not quite right, you’ll be so glad you can course correct,” she says.

    https://www.fastcompany.com/90386012/having-trouble-delegating-these-3-questions-can-help

  • As tech changes homelessness, libraries roll with the punches

    Libraries were always sources of education, but that has become more pronounced recently as they’ve shifted from being the ones that store information to those that provide free and open access to it. With the combination of how that information is used and who needs these services, this involves a transformation not just of purpose but of architecture: Becoming a place where people come and stay rather than a place people visit.

    That transformation doesn’t come equally easily to all libraries or branches. It may be that a small, underfunded library happens to be near a shelter or bus station and attracts more of the homeless than it can serve, and indeed more than intend to use the library for its “intended” purpose. Though these facilities were designed to provide short-term refuge for any and all, they’re generally not equipped or staffed to handle the volume or types of people who find their way in and stay sometimes from open to close.

    https://techcrunch.com/2019/07/31/as-tech-changes-homelessness-libraries-roll-with-the-punches/

Posted on

News You Can Use: 8/28/2019


Photo by Paweł Czerwiński on Unsplash

  • Google Tries to Corral Its Staff After Ugly Internal Debates

    The new rules are a marked departure from Google’s unrestrained culture that, along with the workplaces of its Silicon Valley neighbors, was once held up as a model for corporate America. But those companies have learned that encouraging employees to speak up in office forums can also court trouble.

    As Google’s work force swelled past 100,000 employees and the nation’s politics became even more partisan, Google’s culture has become a flash point. Employee walkouts have quashed several projects and political debates on internal message boards have grown so rancorous that they have drawn the ire of Mr. Trump.

    In the rules issued Friday, Google urged employees to be careful in their comments about the company.

    https://www.nytimes.com/2019/08/23/technology/google-culture-rules.html
    Google says only talk about work at work — and definitely no politics

    “Our primary responsibility is to do the work we’ve each been hired to do, not to spend working time on debates about non-work topics,” said the Google memo, posted to its website. “Avoid conversations that are disruptive to the workplace or otherwise violate Google’s workplace policies. Managers are expected to address discussions that violate those rules.”

    A company spokeswoman, Jenn Kaiser, said the guidelines were in response to “a year of increased incivility on our internal platforms.”

    https://www.washingtonpost.com/technology/2019/08/23/google-says-only-talk-about-work-workand-definitely-no-politics/
    Google employees ‘refuse to be complicit’ in border agency cloud contract

    In a petition circulated today inside Google and on Medium, a group of employees said immigration officials are “perpetrating a system of abuse and malign neglect” at the border. The employees point to the Trump administration’s family separation policy and the recent deaths of children in immigration officials’ custody. “These abuses are illegal under international human rights law, and immoral by any standard,” the petition reads. In the hours after it was released, hundreds of employees added their signatures to the petition.

    The employees point to a request for bids on a CBP cloud computing contract, which is a service Google provides. “The winning cloud provider will be streamlining CBP’s infrastructure and facilitating its human rights abuses,” the petition continues, and the employees demand that Google commit to not provide immigration agencies with any funding or work.

    https://www.theverge.com/2019/8/14/20805432/google-employees-petition-protest-customs-border-cloud-computing-contract

  • All student debt in the US, visualized
  • I Shared My Phone Number. I Learned I Shouldn’t Have.

    Emre Tezisci, a security researcher at Fyde with a background in telecommunications, took on the task with gusto. He and I had never met or talked. He quickly plugged my cellphone number into a public records directory. Soon, he had a full dossier on me — including my name and birth date, my address, the property taxes I pay and the names of members of my family.

    From there, it could have easily gotten worse. Mr. Tezisci could have used that information to try to answer security questions to break into my online accounts. Or he could have targeted my family and me with sophisticated phishing attacks. He and the other researchers at Fyde opted not to do so, since such attacks are illegal.

    https://www.nytimes.com/2019/08/15/technology/personaltech/i-shared-my-phone-number-i-learned-i-shouldnt-have.html

Posted on

Supplier Report: 8/2/2019


Photo by Roberto Nickson on Unsplash

Microsoft continues to make strides in the cloud space inching closer to Amazon’s crown (but not that close…yet). The company is also betting on massive AI investments to continue their success in the future.

Meanwhile, T-Mobile and Sprint are finally allowed to merge and Dish will officially become a telecom company.

Acquisitions/Investments

  • T-Mobile and Sprint get DOJ approval for $26 billion merger deal

    The U.S. Department of Justice this morning gave the green light to T-Mobile US and Sprint for their proposed $26 billion merger. The deal, which would combine the nation’s third and fourth largest carriers (by subscriber number) has been green lit on the condition that Sprint sell its prepaid assets (including Boost Mobile) to Dish Network.

    As part of the deal, some nine million prepaid subscribers will move over to Dish, which will also have access to T-Mobile/Sprint’s network for a period of seven years.

    https://techcrunch.com/2019/07/26/t-mobile-and-sprint-get-doj-approval-for-26-billion-merger-deal/

    Experts Say the DOJ Justification for T-Mobile/Sprint Merger Approval Is a Joke

    “Today’s settlement will provide Dish with the assets and transitional services required to become a facilities-based mobile network operator that can provide a full range of mobile wireless services nationwide,” DOJ Assistant Attorney General Makan Delrahim said of the deal.

    But experts consulted by Motherboard say the proposal isn’t likely to work, and the end result of the merger will still very likely be higher prices and worse service for all.

    For one thing, Dish has been promising to build a wireless network for the better part of the last decade with little to show for it. The company has routinely been accused of “spectrum squatting,” or buying spectrum it doesn’t use in a bid to turn around and sell it later when it’s more valuable. Even T-Mobile made this complaint when Dish initially criticized the merger.

    https://www.vice.com/en_us/article/wjvw55/t-mobile-sprint-merger-is-a-joke

Artificial Intelligence

  • Microsoft to Invest $1 Billion in Artificial-Intelligence Startup

    “This is a big investment for Microsoft, even at their size,” said Stifel analyst Brad Reback. “They’ll do scores of acquisitions annually but most of them tend to be smaller technology tuck-ins.”

    OpenAI was launched in 2015 as a nonprofit with a goal of leading efforts to develop artificial general intelligence. It competes with Alphabet Inc. ’s DeepMind Technologies and others. OpenAI is led by CEO Sam Altman, a former president of startup accelerator Y Combinator.

    The Microsoft investment signals a vote of confidence in OpenAI’s recent transformation into a private company from a nonprofit. In March, OpenAI revamped its legal structure to raise more money and gain scale, which enabled it to accept the investment from Microsoft.

    https://www.wsj.com/articles/microsoft-to-invest-1-billion-in-artificial-intelligence-startup-11563813648

Cloud

  • Google Cloud’s run rate is now over $8B

    Google CEO Sundar Pichai, who recently installed former Oracle exec Thomas Kurian as the new head of Google Cloud, announced that this business unit now has an $8 billion annual revenue run rate. That’s up from the $4 billion the company reported in early 2018.

    While Google often felt like an also-ran in the cloud wars, it’s clearly starting to make up some ground. “Other cloud providers would have you believe that no one is using Google, which is not true,” Kurian told me when I talked to him earlier this year. Now he can put some numbers behind this claim.

    To put that into perspective, AWS’s run rate topped $30 billion last quarter while Microsoft Azure is somewhere around $11 billion, though concrete numbers are hard to come by.

    https://techcrunch.com/2019/07/25/google-clouds-run-rate-is-now-over-8b/

  • The cloud computing market is closing in on a $100 billion milestone, but half of it is going to either Amazon or Microsoft, according to an analyst report

    The cloud market, which covers web-based services for infrastructure, platform and hosted private clouds, totaled about $23 billion in the second quarter, according to Synergy Research Group. That’s up 39% from the year-ago period and $1.6 billion from the previous quarter.

    Amazon owned 33% of that market, bigger than the combined share of its four closest rivals: Microsoft, which had 16%, Google, 8%, Alibaba and Tencent. The report also mentioned other key players in the cloud market — IBM, Salesforce, Oracle and Rackspace — which posted lower growth rates and “are more niche-oriented.”

    https://www.businessinsider.com/amazon-microsoft-cloud-gap-narrowing-2019-7

  • Microsoft, AT&T sign cloud deal worth more than $2 billion

    Under the deal, Microsoft and AT&T will also work together on so-called edge computing, which will see Microsoft technology deployed alongside AT&T’s coming 5G network for applications that need extremely small delays in passing data back and forth, such as air traffic control systems for drones. The multi-year deal is worth more than $2 billion, according to a person familiar with the matter.

    The agreement is a major win for Microsoft, which will become AT&T’s “preferred” cloud vendor and is fighting to gain market share from Amazon.com Inc’s Amazon Web Services, the biggest provider of public cloud services. Cloud service customers run their software applications in data centers managed by the cloud provider.

    https://www.reuters.com/article/us-microsoft-at-t-cloud/microsoft-att-sign-cloud-deal-worth-more-than-2-billion-idUSKCN1UC1KK?il=0
    IBM Lands AT&T as Client in Cloud Deal

    The partnership builds on IBM’s $34 billion acquisition of open-source software firm Red Hat, which closed last week. Buying Red Hat strengthened IBM’s standing in the hybrid cloud market. Companies use the hybrid cloud to manage software and other systems across different cloud services and their own data centers.

    IBM said that Red Hat’s open-source software will give AT&T Business the flexibility to move data and applications among various clouds and data centers. AT&T Business until now has worked with multiple cloud vendors.

    https://www.wsj.com/articles/ibm-lands-at-t-as-client-in-cloud-deal-11563317480

Security/Privacy

  • An Equifax hack settlement promises a $125 payout. The truth is more complicated.

    First, if your information (most importantly, your social security number) was part of the hack, then you should assume it’s out there forever. Even if someone hasn’t stolen your identity yet, it could still happen.

    Second, even if you file for reimbursement, there’s a good chance you won’t actually get the full $125 that Equifax and the FTC are talking about. Things are worded carefully in the agreement, but the bottom line is there’s a limited amount of money in the payout pool, and it won’t cover $125 checks for 147 million people.

    Given all that, the biggest loophole you should be aware of is that if you do nothing, you will automatically waive your right to take legal action against Equifax in the future.

    https://www.washingtonpost.com/business/2019/07/27/equifax-settlement-guide-how-get-money-what-you-need-know/?utm_term=.ae82df97b9e0

Infrastructure/Hardware

  • Apple’s and Intel’s No-Brainer Deal

    The Wall Street Journal reported Monday that the two are in “advanced talks.” A deal would purportedly involve both the intellectual property and staff related to Intel’s effort to design and build the crucial smartphone component that ultimately landed only Apple as a customer. The reported purchase price under discussion is about $1 billion.

    That is less than a week’s worth of free cash flow for Apple. It also is about what Intel has been losing annually on modems. Despite landing the sizable iPhone business, Intel’s modem-chip operation never achieved the necessary scale to compete profitably with market leader Qualcomm . QCOM -0.17% Meanwhile, Apple was effectively locked into the Intel modem during its bruising legal tussle with Qualcomm. The latter’s advancements in 5G technology ultimately spurred a settlement of that dispute, but it is an uneasy peace. Intel now has a modem operation with no customer following this year’s iPhone model, and Apple is back to depending on a supplier with whom it now has a rather tortured history.

    https://www.wsj.com/articles/apples-and-intels-no-brainer-deal-11563900798

  • Sony’s wearable AC will arrive too late to save you from this year’s heatwave

    Sony has announced the Reon Pocket, a small cooling device that you can wear like a portable air conditioner. It’s currently live on Sony’s crowdfunding website, where prices start at ¥12,760 (about $117). SlashGear notes that as well as cooling you during hot days, the device, which slots into the back pocket of a specially designed T-shirt, can also warm you up during the winter.

    https://www.theverge.com/circuitbreaker/2019/7/27/8931701/sony-reon-pocket-portable-wearable-air-conditioner-heater-heatwave-t-shirt

    I need this thing now. Right Now.

Other

  • Tesla’s longtime CTO is stepping down

    Longtime Tesla executive JB Straubel is leaving his post as chief technology officer after some 15 years, CEO Elon Musk announced Wednesday evening. Straubel will transition to a “senior advisor” role, according to Musk, and is not fully leaving the company. The news comes as Tesla announced a $408 million loss for the second quarter of 2019.

    “I’m not disappearing, and I just wanted to make sure that people understand that this was not some, you know, lack of confidence in the company, or the team, or anything like that,” Straubel said on the call.

    Straubel is the second C-suite executive to announce a change in his role on one of Tesla’s earnings calls in the last six months. Longtime chief financial officer Deepak Ahuja announced he was retiring on a call in January. Tesla also has a well-documented revolving door when it comes to lower-level executives.

    https://www.theverge.com/2019/7/24/20726728/tesla-jb-straubel-cto-is-stepping-down

Posted on

Supplier Report: 7/26/2019


Photo by Chris Hall on Unsplash

Microsoft has been performing very well in the cloud space, beating expectations and increasing profits. Other companies like IBM… not so much. In fact IBM’s performance (while growing) is causing some analysts to call Big Blue a “zombie company”.

The drama between the Pentagon, Amazon, and Oracle may not be over. The suppliers that were down-selected (Oracle and IBM) likely complained directly to President Trump (he is friendly with Safra Catz) and he has vowed to “look into it”.

And it looks like Broadcom isn’t so interested in buying Symantec. That deal is said to be dead.

Acquisitions/Investments

  • VMware acquires ML acceleration startup Bitfusion

    VMware today announced that it has acquired Bitfusion, a former participant in our Startup Battlefield competition. Bitfusion was one of the earliest companies to help businesses accelerate their complex computing workloads on GPUs, FPGAs and ASICs. In its earliest iteration, over four years ago, the company’s focus was less on AI and machine learning and more on other areas of high-performance computing, but, unsurprisingly, that shifted as the interested in AI and ML increased in recent years.

    VMware will use Bitfusion’s technology, which is vendor- and hardware-agnostic, to bring similar capabilities to its customers. Specifically, it plans to integrate Bitfusion into its vSphere platform.

    https://techcrunch.com/2019/07/18/vmware-acquires-ml-acceleration-startup-bitfusion/

  • Symantec and Broadcom cease deal negotiations: Sources

    People familiar with the matter added that Broadcom indicated in early conversations that it would be willing to pay $28.25 per share for Symantec, but that following due diligence knocked that figure down below $28.

    Symantec had surged earlier this month after it was revealed that Broadcom was in advanced talks to acquire the security software vendor. Faber had reported the two sides were negotiating a price and had seen possible synergies of $1.5 billion.

    Symantec shares dropped 12.8% to $22.30 on Monday.

    https://www.cnbc.com/2019/07/15/symantec-and-broadcom-cease-deal-negotiations-sources.html

Cloud

  • Microsoft’s Cloud Business Drives Record Sales

    Revenue rose 12% to $33.72 billion from the year-earlier period, the company said Thursday, beating Wall Street estimates. Profit also topped expectations.

    The results for Microsoft’s fiscal fourth quarter ended in June reflected continued strength in corporate spending on the cloud services that have revolutionized business computing over the past decade. Companies increasingly are paying subscriptions for software and renting computer power, rather than buying applications that run on their own servers.

    https://www.wsj.com/articles/microsofts-cloud-business-drives-record-sales-11563481232

  • IBM Revenue Lags as Cloud Pivot Remains a Challenge

    Revenue fell 4.2% from a year earlier to $19.16 billion. Profit rose 3.9% to $2.5 billion, as the company worked to scale back its exposure to businesses with smaller profit margins.

    IBM has trailed Microsoft Corp. and Amazon.com Inc. as customers race to do more of their computing in the cloud—online services that free companies from the need to buy and maintain their own systems. As competitors report consistently strong revenue growth, buoyed by sales of their cloud services, IBM has absorbed a string of declines.

    https://www.wsj.com/articles/ibm-revenue-lags-as-cloud-pivot-remains-a-challenge-11563395020

  • Trump says he’s looking into a Pentagon cloud contract for Amazon or Microsoft because ‘we’re getting tremendous complaints’

    “We’re getting tremendous complaints from other companies,” Trump said in a press pool at the White House during a meeting with the prime minister of The Netherlands. “Some of the greatest companies in the world are complaining about it.” He named Microsoft, Oracle and IBM.

    Since April, Microsoft and Amazon have been the only remaining competitors for the contract after IBM and Oracle were ruled out by the Defense Department. The contract, known as JEDI, is viewed as a marquee deal for the company that ultimately wins it, particularly as Microsoft and Amazon are aggressively pursuing government work for their expanding cloud units.

    https://www.cnbc.com/2019/07/18/trump-says-seriously-looking-into-amazons-pentagon-contract.html

    House Republicans to Trump: Stay Out of Pentagon Cloud Acquisition

    “We believe that it is essential for our national security to move forward as quickly as possible with the award and implementation of this contract,” said the Republican lawmakers, who sit on one of the two Congressional committees with Pentagon oversight responsibilities. “It meets only a portion of DOD’s needs for cloud, but it is an important first step. Moving to the cloud will help DOD operate faster, more efficiently and compete with adversaries, like China.

    “Our committee has conducted oversight of this contract from the beginning. As you know, the courts have upheld DOD’s handling of this competition. While it is understandable that some of the companies competing for the contract are disappointed at not being selected as one of the finalists, further unnecessary delays will only damage our security and increase the costs of the contract.”

    https://www.nextgov.com/it-modernization/2019/07/house-republicans-trump-stay-out-pentagon-cloud-acquisition/158557/

  • Google officially closes ‘Dragonfly,’ its controversial Chinese search project

    Google’s controversial Project Dragonfly has officially been shelved. At a Senate Judiciary Committee hearing this week, Google’s vice president of public policy, Karan Bhatia, said that work on its censored Chinese search engine had been “terminated.” A spokesperson later confirmed that Google has no plans to launch Search in China, and that there is no work being undertaken on such a project.

    https://www.engadget.com/2019/07/17/google-officially-closes-dragonfly-chinese-search/

Security/Privacy

  • Equifax to Pay Around $700 Million to Resolve Data-Breach Probes

    Under the agreement, the credit-reporting firm would pay around $700 million to settle with the Federal Trade Commission, the Consumer Financial Protection Bureau and most state attorneys general, according to people familiar with the matter. The deal would also resolve a nationwide consumer class-action lawsuit, they said.

    The settlement could be announced as soon as Monday, the people said. The amount Equifax ultimately pays could shift based on the number of consumer claims that are eventually filed, they added.

    https://www.wsj.com/articles/equifax-to-pay-around-700-million-to-resolve-data-breach-probes-11563577702

  • Hackers breach 62 US colleges by exploiting ERP vulnerability

    The vulnerability is in Ellucian Banner Web Tailor, a module of the Ellucian Banner ERP that lets universities customize their front-facing web applications. The vulnerability also impacts Ellucian Banner Enterprise Identity Services, a module for managing user accounts.

    Earlier this year, a security researcher named Joshua Mulliken discovered a vulnerability in the authentication mechanism used by the two modules that can allow remote attackers to hijack victims’ web sessions and gain access to their accounts.

    https://www.zdnet.com/article/hackers-breach-62-us-colleges-by-exploiting-erp-vulnerability/

  • Florida DMV sells your personal information to private companies, marketing firms

    The Florida Department of Highway Safety and Motor Vehicles told the I-Team under the law, it must provide driver information but said federal privacy laws and its own rules limit how outside companies can access Floridian’s personal information.

    One of the data brokers accessing Florida DMV information is Arkansas-based marketing firm Acxiom, which has an agreement with the state to buy driver and ID cardholder data for a penny a record.

    On its website, Acxiom claims it has collected information from almost every adult in the United States.

    https://www.abcactionnews.com/news/local-news/i-team-investigates/i-team-florida-dmv-sells-your-personal-information-to-private-companies-marketing-firms

Software/SaaS

  • IBM is a ‘zombie company’: Analyst

    Yes, IBM’s cloud business is growing, but it pales in comparison to the competition. Its second-quarter cloud revenue climbed 5%. Microsoft’s Azure enjoyed revenue growth of 64% in the company’s fourth quarter of its fiscal year, while AWS jumped more than 41% in its first quarter.

    Just this week AT&T inked a reported $2 billion deal with Microsoft to move most of its internal business applications used by its largest unit to Microsoft’s Azure cloud. As part of the agreement, AT&T’s (T) employees will use Azure’s productivity tools and services.

    The deal came one day after IBM said that AT&T would move internal applications used by its business services unit to IBM’s Cloud. The exact terms of the agreement were not disclosed, but an IBM spokesperson describes it as a “multi-billion dollar deal.”

    https://finance.yahoo.com/news/ibm-is-a-zombie-company-analyst-122944734.html

Other

  • EU opens Amazon antitrust investigation

    The EU’s Competition Commission has opened a formal antitrust investigation into Amazon to investigate whether the company is using sales data to gain an unfair advantage over smaller sellers on the Marketplace platform. The Commission says it will look into Amazon’s agreements with marketplace sellers, as well as how Amazon uses data to choose which retailer to link to using the “Buy Box” on its site. The announcement comes on the same day that Amazon announced changes to its third-party seller service agreement in response to a separate antitrust investigation by German regulators.

    https://www.theverge.com/2019/7/17/20696214/amazon-european-union-antitrust-investigation-third-party-seller-marketplace