Supplier Report: 4/13/2018

Supply Report - 4/13 - this dog knows something

The Department of Defense’s huge cloud contract is still up for grabs and Amazon’s competitors are raising a stink about Amazon’s glaring advantage.  The government RFP requires their hosting service to be able to handle data designated as top secret. At the moment, AWS is the only cloud hosting service to be certified to host information at that level.

Facebook CEO Mark Zuckerberg survived over 600 questions from Congress during a 2-day session. Almost every news outlet summarized the effort as boring, but agreed that Zuckerberg likely resolved the company’s issues with the government.  He also made $3B while taking those questions.

IBM released a new “skinny mainframe” this week and Oracle helped to send a rival company’s CEO to jail (he did kind of deserve it).

Acquisitions

  • HPE acquires leading Microsoft Azure partner to bolster cloud play

    Hewlett Packard Enterprise has unveiled plans to acquire RedPixie, a cloud consultancy and application developer specialising in Microsoft Azure.

    Terms of the deal – of which financial details were not disclosed – will see the tech giant merge the partner into its Pointnext division, in a bid to expand capabilities across hybrid cloud.

    Headquartered in the UK, RedPixie specialises in cloud advisory services, as well as application development and migration offerings specific to moving workloads to the public cloud.

    https://www.reseller.co.nz/article/635989/hpe-acquires-leading-microsoft-azure-partner-bolster-cloud-play/

  • KPMG Acquires Microsoft Dynamics 365 Integrator Adoxio

    KPMG in Canada is acquiring Adoxio Business Solutions, a Microsoft Dynamics 365 integrator and gold-level partner. Financial terms were not disclosed. The deal is expected to close this month.

    Adoxio has 80 employees across Canada and in the United States, including offices in Calgary, Toronto, Ottawa, Regina and Redmond, Washington. The company serves roughly 300 customers worldwide, including Dynamics 365 clientele within multiple vertical markets — particularly public sector, regulatory, manufacturing, retail and energy.

    https://www.channele2e.com/investors/exits/kpmg-acquires-microsoft-dynamics-365-integrator-adoxio/

Artificial Intelligence

  • Artificial Intelligence Becoming Top Corporate Spending Priority

    “We expect market share will continue to shift among leading vendors given the infancy of the AI/machine learning market,” Huberty said.

    Chief information officers surveyed by Morgan Stanley on average expect their information technology spending to rise 5.8% this year.

    “This is the most bullish CIOs have ever been in overall IT budget growth in the past 10 years,” Huberty said.

    Cloud computing and security are the top priorities, followed by digital transformation initiatives, she said. AI and machine learning initiatives ranked sixth in the latest survey, up from No. 20 a year ago.

    https://www.investors.com/news/technology/artificial-intelligence-ai-spending/

Cloud

  • Don’t count on Amazon winning the $10 billion Defense Department deal — it’s still wide open

    U.S. Navy Commander Patrick Evans, a Department of Defense spokesperson, reiterated that the Pentagon’s process is “transparent” and will remain “a full and open competition.”

    “No companies were pre-selected. We have no favorites, and we want the best solution for the department,” Evans told CNBC.

    Chief Pentagon spokesperson Dana White also addressed speculation Thursday that Amazon was in the lead to take the lucrative defense contract.

    “The secretary has been very clear that we need to be good stewards of the American people’s money,” White said. “So, nothing is taken for granted and nothing is presumed. We will get a full, open and transparent competition, and this is the first of many competitions with respect to the cloud.”

    https://www.cnbc.com/2018/04/06/aws-not-close-to-winning-jedi-government-cloud-deal.html

  • Amazon’s Rivals Fear They Will Lose Out on Pentagon’s Cloud-Computing Contract

    One of the greatest advantages Amazon has is the Pentagon’s insistence that bidders provide a cloud that can handle unclassified, secret and top-secret data. Only Amazon so far has received government approvals to house its most highly classified data in the cloud, though representatives from other companies said they are making progress toward earning the same certification.

    Mr. Van Name said the Pentagon believes a number of companies, including Amazon, are qualified to produce what the Defense Department is demanding in the contract. The department also says companies could form a joint venture to meet the qualifications to win the award.

    Pentagon officials plan to offer the contract as a two-year base award, followed by options of five and three years, respectively, Mr. Van Name said. The department hopes to award the contract by the end of September.

    https://www.wsj.com/articles/amazons-rivals-fear-they-will-lose-out-on-pentagons-cloud-computing-contract-1523534400?ns=prod/accounts-wsj

Security

  • Zuckerberg’s boring testimony is a big win for Facebook

    By the conclusion of the five hours of questioning, the senators themselves were admitting they hadn’t watched the day’s full testimony. Viewers at home had likely returned to their lives. Even the press corps’ eyes were glazing over. But Zuckerberg was prepared for the marathon. He maintained pace through the finish line. And he made it clear why marathons aren’t TV spectator sports.

    The question is no longer what revelations would come from Mr. Zuckerberg going to Washington. Tomorrow’s testimony is likely to go similarly. It’s whether Facebook can coherently execute on the data privacy promises it made leading up to today. This will be a “never-ending battle” as Zuckerberg said, dragging out over many years. And again, that’s in Facebook’s interest. Because in the meantime, everyone’s going back to scrolling their feeds.

    https://techcrunch.com/2018/04/10/zzzuckerberg/

Datacenter/Hardware

  • IBM announces launch of ‘skinny’ mainframe

    The IBM z14 Model ZR1, launched today, is a cloud-ready system with a 19-inch server rack that can easily fit into any standard cloud centre or private cloud environment, a shift from the traditional, bulky pieces of hardware that can barely fit anywhere and cost hundreds of thousands of dollars.

    IBM says the new z14 offers 10 per cent more capacity and approximately 8 terabytes of memory, twice the amount compared to its predecessor, the z13 mainframe.

    https://www.computerdealernews.com/news/ibm-announces-skinny-mainframe/59330

Other

  • The CEO of one of Oracle’s rivals has been sentenced to 2 years of prison — and Oracle is ‘pleased’

    “Oracle is pleased that the United States District Court for the Southern District of Ohio accepted the guilty pleas of James Olding and Bernd Appleby, the principals of Terix, for their roles in misappropriating Oracle’s intellectual property and sentenced them both to prison for their criminal acts,” says Oracle spokesperson Deborah Hellinger.

    “Oracle takes violations of its intellectual property rights very seriously and, as demonstrated by Oracle’s lawsuits against Terix, Rimini Street and other IP violators, Oracle will not hesitate to go after those who do so. Oracle appreciates the fine work of the law enforcement officials whose efforts led to the criminal penalties assessed against Terix’s principals,” she said.

    http://www.businessinsider.com/bernd-appleby-ceo-of-oracle-rival-tetrix-computer-sentenced-to-24-months-in-prison-2018-4

Photo by Jennifer Regnier on Unsplash

Supplier Report: 3/30/2018

As Amazon continues to grow, the company is drawing the attention of President Trump. Trump’s issues with Amazon and Jeff Bezos are well documented, and there are reports that Trump is focused on finding ways to halt Amazon’s growth while the rest of the government is focused on regulating Facebook and Google.

Microsoft is undertaking a massive reorganization centered on cloud and AI. This push has resulted in long-time Windows lead Terry Myerson opting to leave the company.

IBM is currently undergoing another round of job eliminations. The full scope hasn’t been reported yet, but the focus seems to be around sales and services, leaving remaining employees to wonder how the company can support existing customers.

Oracle took a stock hit a few weeks ago, but they had a massive win against Google.  The Java fair-use case that has been going on for years has finally shifted back in Oracle’s favor.  The company could get a $9B settlement from Google.

Acquisitions

  • Unit of Taiwan’s Foxconn to Buy Los Angeles-Based Belkin

    A unit of Foxconn Technology Group has agreed to buy smartphone and electronics accessories maker Belkin International Inc. for $866 million.

    The move disclosed Tuesday comes as Taiwan-based Foxconn, known as the contract assembler of Apple Inc.’s iPhones, seeks to bolster its consumer-branded operations.

    Privately held Belkin also owns Linksys, a wireless router brand, and the Wemo brand of products that control home lights, monitor cameras and similar devices.

    https://www.wsj.com/articles/unit-of-taiwans-foxconn-to-buy-los-angeles-based-belkin-1522151550
    I wonder if Trump is going to let this sale happen?

  • DOJ and AT&T Clash Over Impact on Consumers of a Time Warner Deal

    The Justice Department argued a post-merger AT&T would use Turner’s valuable channels to wring higher prices out of rival cable providers who need that programming for their packages. The government also argued AT&T would try to deter emerging online rivals who are offering pay-TV packages at cheaper prices.

    Mr. Conrath highlighted Dish Network Corp.’s Sling TV, a new online-only TV package that competes against AT&T’s DirecTV Now streaming service, as proof of Time Warner’s importance. He said Turner chief John Martin warned a Sling TV executive the service would be “crap” if it didn’t carry Turner’s networks. (Mr. Conrath said Mr. Martin used a more profane word best kept out of the courtroom.) Sling TV today offers two basic $20-a-month TV packages, both of which carry Turner channels.

    https://www.wsj.com/articles/doj-says-pay-tv-will-cost-more-if-at-t-buys-time-warner-1521746321

Artificial Intelligence

  • Apple and IBM Watson team for enterprise mobile machine learning

    In leveraging the new technology, customers can build machine learning models using IBM Watson (the company’s cloud-based AI platform for business) and train it with their own industry-specific data. This includes the ability to create different machine learning models, compare the results, and run automated experiments – identifying patterns and gaining insights, to reach decisions more quickly.

    Machine learning is implemented with IBM Watson’s visual modelling tools, such as PixieDust and Brunel, but there’s support for Jupyter notebooks with Python, R and Scala – plus the open-source RStudio. This is then converted to Apple’s Core ML to integrate it with Apple-compatible applications.

    One such application of machine learning enables iPhone cameras to access Watson’s image recognition capabilities. Users can identify and classify content, before analyzing it to extract detailed information. This capability could shake up workflows in the industrial, logistics, and healthcare sectors.

    https://internetofbusiness.com/apple-ibm-mobile-machine-learning/

  • IBM Could Be a Dark Horse in the Virtual Assistant Market

    Don’t expect IBM to launch a smart speaker, and don’t expect to be saying, “Hey, Watson.” The company is targeting enterprise customers with Watson Assistant instead of going after consumers directly. Watson Assistant can be used by companies and organizations to build industry-specific applications. It’s a white-label product, meaning that applications built on Watson Assistant will be branded and customized however the developing company chooses.

    IBM provided an example of how this could work in a post announcing the product:

    You’re on a business trip to Las Vegas. Upon landing at McCarran International Airport, Watson Assistant automatically checks into your hotel and your preferred rental car is not only ready, it has the hotel destination preprogrammed along with suggestions on where to get a latte while en-route. Nearing the hotel, the Watson Assistant in your car signals your arrival to the hotel and not only updates the room with your preferences for music, temperature and lighting, it synchs your smartphone, calendar and email with the in-room wall dashboard and checking you into the convention you’re attending.

    http://host.madison.com/business/investment/markets-and-stocks/ibm-could-be-a-dark-horse-in-the-virtual-assistant/article_a9b1a849-e6ad-53f5-b0ac-01f3b33f5903.html

  • Microsoft is launching a huge reorganization to focus on AI and the cloud

    The company is creating two new engineering divisions that it says will accelerate innovation and better serve its customers. One team will focus on the cloud and AI, the other on what it calls “experiences and devices.”

    The AI cloud: It shouldn’t come as much of a surprise that Microsoft has decided to lump together its cloud services with its AI research—combining the two is a big business, with Google, Amazon, and Chinese firms all providing stiff competition. This new division will also include its teams working on augmented- and mixed-reality technologies.

    Things people use: Microsoft’s new “experiences and devices” team will attempt to unify the way the firm is developing products for consumer and business users. It’ll include Microsoft’s mobile offerings, Windows, and its Microsoft 365 productivity suite.

    https://www.technologyreview.com/the-download/610725/microsoft-is-doing-the-splits-to-focus-on-ai-and-the-cloud/
    Microsoft’s longtime Windows boss is leaving the company amid a huge executive reorganization

    As part of the reorganization, Rajesh Jha, the executive VP of Microsoft Office products, will expand his responsibilities to encompass Myerson’s role. Jha will become the leader of a group called Experiences and Devices, bringing Windows and Office together under a single banner.

    “The purpose of this team is to instill a unifying product ethos across our end-user experiences and devices,” Nadella said. “Computing experiences are evolving to include multiple senses and are no longer bound to one device at a time but increasingly spanning many as we move from home to work and on the go.”

    http://www.businessinsider.com/microsoft-terry-myerson-leaving-reorganization-2018-3

Cloud

  • Trump Attacks Amazon, Saying It Does Not Pay Enough Taxes

    Mr. Trump accused Amazon, one of the country’s most recognizable and successful brands, of putting thousands of local retailers out of business and said the company was using the United States Postal Service as its “Delivery Boy.”

    The president has lashed out publicly against the giant company and its chief executive, Jeff Bezos, on Twitter more than a dozen times since 2015. And privately, people close to him said, Mr. Trump repeatedly brings up his disdain for the company, often set off by his anger at negative stories in The Washington Post, which is owned by Mr. Bezos.

    https://www.nytimes.com/2018/03/29/us/politics/trump-amazon-taxes.html
    One area where Trump could really hurt Amazon

    The Washington Business Journal reported that the omnibus spending bill signed by Trump earlier this month contained a provision which requires the DoD to explain why awarding a contract that could run in excess of $10 billion to a single vendor is the best way to execute this plan.

    In 2013, Amazon Web Services won a $600 million contract from the CIA.

    And with signs pointing to Amazon having the upper hand in winning a potentially massive contract from the DoD, Clifton sees this as an area where Trump could hit back against Amazon.

    “Of all the stories we read [on Wednesday], however, we saw very little attention paid to the one area where Trump could actually hurt Amazon – cloud computing contracts,” Clifton writes. “Tech companies have been fuming at the possibility of Amazon being the sole company awarded a multi-year cloud services contract at DoD. Congress was forced to intervene in the recent omnibus.”

    https://sports.yahoo.com/one-area-trump-really-hurt-amazon-164512213.html

  • Oracle Opens The Doors To Massive Austin Campus Entirely Focused On Driving Cloud Solutions

    Oracle said the campus could ultimately support up to 10,000 workers, some of whom will live in a neighboring apartment building the company is constructing.

    From the campus, Oracle will launch its Next Generation Contact Center, a customer support operation which looks to enhance the customer experience by leveraging Oracle Sales Cloud to drive the sales process.

    A new Oracle Cloud Solution Hub will also be set up at the Austin campus.

    The hubs—three more will operate at other Oracle sites across the country—showcase Oracle cloud projects in the works or already deployed in the field for customers. Engineers will be available to demonstrate Oracle’s next-gen solutions, from AI to virtual reality to bots.

    https://www.crn.com/news/cloud/300101086/oracle-opens-the-doors-to-massive-austin-campus-entirely-focused-on-driving-cloud-solutions.htm

  • Microsoft will be worth $1T within year: Morgan Stanley

    Other tech heavyweights still hold a lead over Microsoft. Apple is worth $861 billion, while Amazon’s market cap is $739 billion. Alphabet, Google’s parent company, fell to $709 billion during Monday’s trading session.

    “Strong positioning for ramping public cloud adoption, large distribution channels and installed customer base, and improving margins support a path to $50 billion in [earnings before interest and taxes] and a $1 trillion market cap for [Microsoft],” Morgan Stanley analysts wrote in a note to clients.

    https://www.foxbusiness.com/markets/microsoft-will-be-worth-1t-within-year-morgan-stanley

Security

  • Apple’s Tim Cook calls for tougher regulation of personal data

    In a discussion at the China Development Forum, Tim Cook said that tougher, “well-crafted” regulation of personal data is likely “necessary” in the wake of Facebook’s crisis. The ability to learn “every intimate detail of your life” through your internet history and contacts “shouldn’t exist,” Cook said.

    He argued that Apple had been concerned about just this sort of privacy breach for a long time. It saw that were giving up info without understanding what they were doing, and that companies were creating profiles that would leave people “incredibly offended” when they learned the truth. This has happened “more than once,” Cook added.

    https://www.engadget.com/2018/03/24/tim-cook-calls-for-tougher-regulation-of-personal-data/

  • President signs overseas data access bill into law

    The House of Representatives has approved a piece of legislation (PDF) that makes it easier for law enforcement to get access to info even if it’s stored in other countries. Officially known as Clarifying Lawful Overseas Use of Data Act, the set of regulations was part of the 2,000-page Omnibus Spending Bill the president has just signed. CLOUD was created to replace the current rules for cross-border access to data, which require requests for info to be ratified by the Senate and vetted by the DOJ. The new rules give the DOJ the power to obtain data US-based tech companies stored overseas, such as the Outlook emails Microsoft stores in Ireland. It also allows the agency to forge agreements with foreign governments seeking data from US tech corporations even without approval from Congress or the courts.

    https://www.engadget.com/2018/03/24/cloud-act-law/

  • Facebook has been collecting call history and SMS data from Android devices

    While the recent prompts make it clear, Ars Technica points out the troubling aspect that Facebook has been doing this for years, during a time when Android permissions were a lot less strict. Google changed Android permissions to make them more clear and granular, but developers could bypass this and continue accessing call and SMS data until Google deprecated the old Android API in October.

    Facebook has responded to the findings, but the company appears to suggest it’s normal for apps to access your phone call history when you upload contacts to social apps. “The most important part of apps and services that help you make connections is to make it easy to find the people you want to connect with,” says a Facebook spokesperson, in response to a query from Ars Technica. “So, the first time you sign in on your phone to a messaging or social app, it’s a widely used practice to begin by uploading your phone contacts.”

    https://www.theverge.com/2018/3/25/17160944/facebook-call-history-sms-data-collection-android

Software/SaaS

  • Oracle Wins Court Ruling Against Google in Multibillion-Dollar Copyright Case

    The court ruled Tuesday that Google’s use of Oracle’s Java programming technology wasn’t “fair,” a reversal of fortune in a case that dates back to 2010, when Oracle alleged Google’s Android smartphone operating system infringed copyrights related to Oracle’s Java platform. Oracle has sought as much as $9 billion in damages previously. Oracle general counsel Dorian Daley said in an interview that “the value has gone up,” though the company hasn’t come up with an updated number.

    The appeals court ruling, if it stands, could have a broad impact on the software industry by limiting the “fair-use” defense in copyright cases. That could make it more costly and technically complex for developers to use Java and other copyrighted software to create new products, legal and industry experts said.

    https://www.wsj.com/articles/oracle-wins-court-ruling-against-google-in-long-running-copyright-case-1522164091?mg=prod/accounts-wsj

  • Google Is Working on Blockchain Technology, Too

    The search company is developing its own distributed ledger blockchain software to verify transactions within its cloud services. According to Bloomberg’s sources, Google will use the technology internally as well as provide a white-label version that other companies can run on their own servers. These sources said that Google has looked at the Linux Foundation’s Hyperledger blockchain software. But it’s unknown whether the company will ultimately choose that open source software or something else.

    It’s also unknown precisely how Google might be planning to use blockchain. But Cointelegraph reported that the company filed a patent application for a tamper-proof auditing system based on the technology.

    https://www.sdxcentral.com/articles/news/google-working-blockchain-technology/2018/03/

Datacenter/Hardware

  • Hewlett Packard Enterprise to move HQ to San Jose

    Hewlett Packard Enterprise is moving from Palo Alto to San Jose. The company will relocate 1,000 employees to a 220,000-square-foot space in late 2018. HPE was spun-off from Hewlett-Packard in 2015 and is focused on servers and storage.

    This news comes months after HPE announced a different plan in which the company was moving to Santa Clara, where Aruba Networks, a company it previously acquired, is headquartered.

    HPE is going to occupy six floors in San Jose’s America Center, which is located near a forthcoming Berryessa BART station.

    https://techcrunch.com/2018/03/28/hewlett-packard-enterprise-to-move-hq-to-san-jose/

Other

  • Mark Zuckerberg won’t lose his job any time soon

    As chairman of the board, Zuckerberg controls 87 percent of Facebook voting shares. Even if the remaining eight board members wanted to kick him out, they don’t have the power to do so, unless Zuckerberg decides to play along and vote himself out.

    This consolidation of power didn’t happen by accident. In December 2015, Zuckerberg pledged to give away 99 percent of his Facebook shares — valued at $45 billion at the time — to fund the Chan Zuckerberg Initiative, a charitable organization he founded with his wife. In order to do this without reducing Zuckerberg’s majority on the board, Facebook took a page of out the Google founders’ handbook. It introduced a new type of non-voting stock, Class C, that split every share for every stockholder into three distinct shares. A share worth $100 was transformed into three $33 shares, two of which were Class C, meaning they didn’t carry any voting rights.

    https://www.engadget.com/2018/03/29/facebook-mark-zuckerberg-job-security/

  • SoftBank Group and Saudi Arabia plan to spend $200 billion building the world’s biggest solar power plant

    According to data compiled by Bloomberg New Energy Finance, the Saudi Arabian project is about 100 times larger than the next biggest proposed development, the 2 gigawatt Solar Choice Bulli Creek PV in Australia, which is expected to be completed by 2023.

    During an event with Saudi Crown Prince Mohammed Bin Salman in New York City on Tuesday, Son said the project will create 100,000 jobs, triple Saudi Arabia’s electricity generation capacity and save $40 billion in power costs. Saudi Arabia is the largest crude exporter in the world, but the kingdom is currently trying to diversify its economy beyond oil. Last month, the government awarded ACWA Power a $302 million deal to build Saudi Arabia’s first utility-scale renewable energy plant.

    https://techcrunch.com/2018/03/28/softbank-group-and-saudi-arabia-plan-to-spend-200-billion-building-the-worlds-biggest-solar-power-plant/

  • Stop us if you’ve heard this one: Job cuts at IBM

    So far there is no word on the number of people who have been let go, and no Worker Adjustment and Retraining Notification (WARN) notices from IBM have been filed in New York or California. However, multiple posts from both groups suggest a significant portion of the sales staff has been axed.

    “Sales is getting hit hard especially over 50. My achievement was good, but now they are eliminating the territory,” says another person whose job was cut.

    “They are guessing it could be 20-30 per cent of sales force.”

    https://www.theregister.co.uk/2018/03/29/ibm_layoffs/
    IBMers in TSS: How WILL we support customers after these latest job cuts?

    The document revealed staff are worried about the headcount that will be left to provide support to customers. In it, one ECC rep said he had “raised a concern that the proposed redundancies, in addition to attrition in the hardware domain, posed a significant business risk”. This was “noted” by IBM, it added.

    IBMers have told us of individual teams being obliterated with, in some cases, more than half of the personnel set to leave. One told us: “I am being dumped on the scrap heap” by the latest cost cutting in the support unit.

    “The out-of-hours support is being compromised to save money. IBM customers are paying for a service that will be depleted,” our source added.

    https://www.theregister.co.uk/2018/03/27/ibm_tss/
    I keep saying this, but I do not understand why the company keeps going after services and consulting bids when they are cutting into those exact groups.

Photo by Elijah O’Donell on Unsplash

Supplier Report: 3/16/2018

Broadcom’s bid for Qualcomm has been shut down by the government citing fears over national security.

Amazon is hiring more developers for Alexa than Google is hiring for everything.  As Team Bezos builds out more cloud services, there are rumors this week that Amazon is focusing on corporate training services.

IBM thinks Lotus Notes can make a comeback… is it wishful thinking or is there a real strategy?

Acquisitions

  • Apple to Acquire Digital-Magazine-Subscription Service Texture

    Apple Inc. said it will acquire Next Issue Media LLC and its digital-magazine-subscription service Texture, a product developed by top magazine companies that bundles together some 200 subscriptions into one monthly service.

    The acquisition comes as Apple looks to beef up its services business, which includes music streaming and mobile payments.

    Apple has set a goal of increasing total revenue from services to more than $40 billion by 2020. The company generated nearly $30 billion in services revenue in its fiscal year ended in September.

    https://www.wsj.com/articles/apple-to-acquire-magazine-subscription-service-texture-1520875158

  • Why Intel Is So Wary of a Broadcom-Qualcomm Merger

    Since late last year, Intel has been exploring a bid for Broadcom to forestall that company’s $117 billion offer for Qualcomm in what would be the biggest-ever tech deal, people familiar with the matter told The Wall Street Journal in an article published Friday. Intel’s interest in derailing that deal reflects its worry that a combined Broadcom-Qualcomm, which would create the third-largest chip company by revenue after Intel and Samsung Electronics Co., would endanger its competitive position, the people said.

    A merged Broadcom and Qualcomm would combine market-leading smartphone chips with a strong presence in data centers, two areas Intel has targeted for growth. And Qualcomm’s own proposed purchase of Dutch automotive chip specialist NXP Semiconductors NV would turbocharge such a merger in the automotive market, where Intel has placed one of its biggest bets.

    https://www.wsj.com/articles/why-intel-is-so-wary-of-a-broadcom-qualcomm-merger-1520800808
    Broadcom’s Bid for Qualcomm May Be Headed for Rejection, U.S. Panel Warns

    A government panel reviewing Broadcom’s $117 billion bid for Qualcomm has warned that it may refer the potential deal to President Trump for rejection, further dimming the prospects for what would be the biggest-ever technology takeover in history.

    In a letter to the two companies on Sunday, the panel, the Committee on Foreign Investment in the United States, said that it believed the offer by Broadcom posed national security concerns. Broadcom is currently headquartered in Singapore, but is in the process of relocating its legal base to the United States to allay those issues.

    https://www.nytimes.com/2018/03/12/business/dealbook/cfius-broadcom-qualcomm-merger.html
    Rejection of Qualcomm-Broadcom Deal Followed Monthslong Strategy

    Qualcomm’s Jan. 29 filing to CFIUS helped trigger a chain of events that culminated in President Donald Trump’s decision Monday to block the deal. Broadcom on Wednesday said it had withdrawn its offer for Qualcomm, though it is proceeding with plans to change its domicile to the U.S. from Singapore.

    Qualcomm’s appeal tapped into gathering concern among some congressional Republicans and the Trump administration about U.S. national security and competitiveness with China, especially in advanced technologies—sentiment that already was fueling an effort to expand the power of CFIUS. The company also got help from sympathetic senators and representatives who pressed the administration.

    https://www.wsj.com/articles/rejection-of-qualcomm-broadcom-deal-followed-monthslong-strategy-1520986563

Artificial Intelligence

  • Amazon Is Hiring More Developers For Alexa Than Google Is Hiring For Everything

    Amazon is hiring 1,147 people for its Alexa business unit alone, says Citi Research in a new report. That’s more than Google is hiring for product and technical roles across the entire Alphabet conglomerate, including YouTube, Waymo, Google Fiber, and — of course — the main money maker in the Alphabet empire: the original Google.

    “Key takeaways from the job openings at Alphabet include that the company’s pace of hiring relative to its current headcount (3%) is among the lowest in our coverage,” said Citi analysts Mark May and Caleb Siegel.

    That could bode well for Google’s margins, Citi says.

    It also could mean that innovation is slowing.

    https://www.forbes.com/sites/johnkoetsier/2018/03/13/amazon-is-hiring-more-developers-for-alexa-than-google-is-hiring-for-everything/#657b51e31985

Cloud

  • Amazon’s cloud is looking at building a corporate training service

    The move suggests Amazon Web Services sees ready-to-use services, rather than raw computing and storage resources for roll-your-own application development, as vehicles for maintaining the rapid growth of its cloud and keeping its lead ahead of the likes of Google and Microsoft. With learning-management software, individuals can go through collections of content such as videos to gain skills, and managers can track progress.

    Amazon already has online training programs for partners to train their employees on how to use AWS offerings. This would be a broader general-purpose service that companies could use to manage all kinds of corporate training and learning programs.

    https://www.cnbc.com/2018/03/15/amazon-aws-exploring-learning-management-space.html

Security

  • Microsoft expands software and microcode fixes for Meltdown and Spectre

    Included as part of today’s Patch Tuesday rollout, Microsoft has expanded protections for the Meltdown vulnerability to x86 editions of Windows 7 and 8.1. That’s in addition to emergency fixes Microsoft first rolled out just after the exploits were disclosed. The company notes that it will continue to work on providing updates for additional supported versions of Windows.

    In addition to expanding its software fixes, Microsoft says that it has also removed the antivirus compatibility check for security updates on Windows 10.

    https://www.windowscentral.com/microsoft-expands-software-and-microcode-fixes-meltdown-and-spectre

Software/SaaS

  • IBM thinks Notes and Domino can rise again

    Since announcing that HCL would take over development of IBM’s collaborationware, the two companies have conducted a long listening tour that saw them stage 22 meatspace meetings and four online forums. The results of that consultation, which reached 2,000 people, plus lab work already conducted by IBM and HCL, were recently presented to the faithful.

    The top line message imparted to users was that IBM and HCL think Notes can rise again: the companies have given themselves the “big hairy audacious goal” of having Notes seen as “… the application platform that business users tap to solve their collaboration intensive business problems – anyone, anywhere.”

    Execs from the companies said the first step towards that goal will be version 10 of the platform, which will land sometime in 2018. Attendees at a webcast were told version 11 has already been planned.

    https://www.theregister.co.uk/2018/03/13/ibm_hcl_notes_domino_10_roadmap/

  • Amazon Chime to be charged per-use

    A blog post penned by Amazon Web Services (AWS) chief evangelist Jeff Barr explains that following the initial 30-day free trial where users have access to all Amazon Chime features, users can still chat with each other and attend meetings at no cost. However, in order to use the scheduling and hosting features once the trial is over, users must be connected to an AWS account.

    On days where users host meetings, they will be charged $3 per-day, capped at $15 per month, starting from April 1, 2018.

    “Based on historical usage patterns, this will result in an overall price reduction for virtually all Amazon Chime customers,” the blog reads.

    http://www.zdnet.com/article/amazon-chime-to-be-charged-on-a-per-use-basis/
    Slack Needs to Worry About Microsoft Teams

    In a blog post on Monday, Microsoft provided an update on Teams to mark its one-year anniversary. Teams is now in use at 200,000 organizations in 181 markets, with big-name users including A.P. Moller-Maersk, Macy’s, and General Motors. That’s up from 125,000 organizations in September.

    One reason Teams has taken off so quickly is that it’s included with various Office 365 plans. Office 365 Business Premium, which costs $12.50 per user per month, includes Teams along with the full Office suite and other services such as OneDrive, Exchange, and Skype for Business. Office 365 Business Essentials, which leaves out the Office suite, is priced at just $5 per user per month. Microsoft’s three Office 365 enterprise plans, which start at $8 per user per month, also include Teams.

    Slack offers a free plan, with two other plans priced at $6.67 and $12.50 per month. For any business that already uses Microsoft Office 365, using Teams over Slack is a no-brainer, even with Slack being a more mature product. For businesses using alternative productivity software, like Google’s G Suite, Office 365 with Teams and Slack are both priced in the same ballpark.

    https://www.fool.com/investing/2018/03/13/slack-needs-to-worry-about-microsoft-teams.aspx

Other

  • Some hard truths about Twitter’s health crisis

    Because Twitter’s content problems really boil down to Twitter failing to enforce the community standards it already has. Which in turn is a failure of leadership, as I have previously argued.

    A good current example is that it has an ads policy that bans “misleading and deceptive” ads. Yet it continues to accept advertising money from unregulated entities pushing dubiously obscure crypto exchanges and flogging wildly risky token sales.

    Twitter really doesn’t need to wait for a new metric to understand that the right thing to do here is to take crypto/ICO ads off its platform right now.

    https://beta.techcrunch.com/2018/03/10/some-hard-truths-about-twitters-health-crisis/?ncid=rss

  • Former Equifax executive charged with insider trading ahead of massive data breach

    According to the SEC, Jun Ying, the CIO of an Equifax business unit and next in line to be the global CIO, received confidential information about the company’s breach before the news was public. Ying allegedly exercised his stock options and sold his shares, making close to $1 million and avoiding a $117,000 loss when the stock price tanked post-announcement.

    The SEC said the US Attorney’s Office for the Northern District of Georgia is also filing criminal charges against Ying.

    https://www.theverge.com/2018/3/14/17119538/equifax-insider-trading-data-breach-charges

  • Why media companies are shifting their attention from Facebook to YouTube

    While Facebook Watch hasn’t taken off as a revenue source for publishers and the social network has deprioritized publisher content, YouTube offers something of a safe harbor for publishers that want to get into the video business. For example, publishers can direct-sell into their video on YouTube, said Kai Hsing, svp of marketing and operations at Bustle, which recently rekindled its interest in YouTube. YouTube was the most lucrative platform for publishers after Facebook, according to a Digital Content Next report.

    Publishers also recognize that people are going to YouTube specifically to watch videos. That’s a reason parenting publication Fatherly recently resurrected its YouTube channel. In January, Fatherly hired Adam Banicki, a former video producer at Vice, as its first vp of video. In February, it began uploading videos to its YouTube channel for the first time since June 2017.

    https://digiday.com/media/media-companies-shifting-attention-facebook-youtube/

Photo: Michael Baldovinos

Supplier Report: 3/9/2018

Amazon had an outage this week taking down popular sites like Slack and Atlassian. This outage happened as AWS is in talks with the Pentagon on another cloud contract (in which they are the front-runners).  As AWS gets bigger, should companies look at other options so they don’t go down with the Titanic?

Apple found their supply chain had more human rights violations that originally reported via an internal audit conducted by an independent 3rd party.  The company is in the process of rolling out a formal process to manage these types of ongoing violations.

IBM has over 400 active blockchain projects with customers at the moment. As IBM shifts to newer business models and services, some of their older customers like the Canadian government, are having major implementation issues on traditional services.

Acquisitions

  • WeWork acquires SEO and marketing company Conductor

    There’s a lot that make WeWork and Conductor a natural fit. Seth and his team built Conductor to provide the insights, education, and resources their customers need to succeed — in other words, Conductor helps their customers do what they love, and do it better. Conductor has made it easier for us to reach potential WeWork members who are looking for workspace. It’s also helped us get the word out about the services and amenities that we offer to companies of all sizes.

    https://beta.techcrunch.com/2018/03/06/wework-acquires-conductor/

  • WTF is CFIUS?

    The U.S. is a technology leader, and it has a robust set of economic warfare tools to protect its competitive advantages. One of those tools is CFIUS, or the Committee on Foreign Investment in the United States. You might have heard it in the news recently because of its potential impact on Broadcom’s mega offer to buy Qualcomm, or because Congress is considering strengthening its provisions to potentially regulate startup investments from foreign firms.

    CFIUS is becoming a lot more important these days due to a single country: China. There are few economic stories more fundamental than the continued rise of China as a world superpower. From humble experiments with capitalism in the early 1980s to the behemoth it is today, China’s economic growth has been nothing short of extraordinary. Underpinning that growth has been a deep appetite for technology and scientific research, first learned through overseas universities, and now through indigenous development.

    As China’s wealth has grown, so has its desire to own the most distinguished technology companies in the world, and that’s where CFIUS comes in. The United States’s latest National Security Strategy labels China a “strategic competitor.” As tensions flare, CFIUS will be at the heart of the battle for who will ultimately own the technology industry.

    https://techcrunch.com/2018/03/04/wtf-is-cfius/?ncid=rss

  • Google is selling off Zagat

    Seven years after picking up Zagat for $151 million, Google is selling off the perennial restaurant recommendation service. The New York Times is reporting this morning that the technology giant is selling off the company to The Infatuation, a review site founded nine years back by former music execs.

    The company had been rumored to be courting a buyer since early this year. As Reuters noted at the time, Zagat has increasingly become less of a focus for Google, as the company began growing its database of restaurant recommendations organically. Zagat, meanwhile, has lost much of the shine it had when Google purchased it nearly a decade ago.

    https://techcrunch.com/2018/03/05/google-is-selling-off-zagat/?ncid=rss

Cloud

  • AWS outage: Datacentre power cut knocks ‘hundreds’ of internet services offline

    The cloud services giant confirmed that its US-East-1 region suffered two separate power loss incidents over the course of two hours in one of the site’s network peering facilities, each one lasting about 10 minutes.

    As a result, organisations that rely on that region to host their applications and workloads “may have experienced internet connectivity issues”, said AWS in a statement on its services status page.

    “Our network is designed to be fully redundant with multiple independent peering facilities in every region,” the statement continued. “Some customers experienced elevated latency and packet loss while the network rerouted affected traffic to these unaffected network peering facilities.

    “Some packet loss was also observed as we restored traffic to the affected network peering facility.”

    http://www.computerweekly.com/news/252436193/AWS-outage-Datacentre-power-cut-knocks-out-hundreds-of-internet-services

    And this is why corporate customers should at least think about alternatives to AWS, 67% of all cloud is on AWS. When a hacker or a outage occurs, there are much bigger impacts.

  • Cloud-Based Disaster Recovery: How To Avoid the ‘Gotchas’

    Sync-and-share solutions are a great opportunity to examine one of the key problems of cloud computing: Namely, that expectations rarely match reality. IT practitioners have a pretty good idea of how sync-and-share solutions work. As a result, it rarely occurs to us to sit users down and have the talk with them about the cloud not being magic. Unfortunately, many users encounter cloud-based solutions with erroneous preconceptions, and this “knowledge” leads to errors.

    One common belief is that sync-and-share solutions adequately protect users against ransomware. They don’t. Modern ransomware makes numerous changes to files over time, ultimately running out the number of versions of files kept by the sync-and-share solution. There’s even a little game of cat-and-mouse going on with some of them where the sync-and-share vendor tries to add some level of ransomware detection based on access patterns, and the ransomware evolves new access patterns.

    https://virtualizationreview.com/articles/2018/03/06/cloud-dr-gotchas-to-avoid.aspx

  • Microsoft to offer governments local version of Azure cloud service

    The pairing of Azure Stack, Microsoft’s localized cloud product, and Azure Government, the government-tailored version of Microsoft’s cloud, comes as competition against Amazon.com Inc for major clients in the public sector ramps up.

    The new offering, which will be made available in mid-2018, is designed to appeal to governments and agencies with needs for on-premise servers, such as in a military operation or in an embassy abroad, said Tom Keane, Microsoft Azure’s head of global infrastructure.

    “Quite literally we’ve designed Azure Stack with the scenario of a submarine in mind,” Keane told Reuters.

    https://www.reuters.com/article/us-microsoft-azure-government/microsoft-to-offer-governments-local-version-of-azure-cloud-service-idUSKBN1GH28H

  • Amazon, Oracle, Microsoft jockey for Pentagon’s cloud business

    Catz’s meeting with Deputy Secretary of Defense Patrick Shanahan, which was confirmed by a department spokesman, came as technology companies are raising concerns that the Pentagon is leaning toward choosing Amazon.com Inc’s cloud division as a single provider for a multi-year contract to modernise its technology infrastructure.

    Having already won two other government cloud contacts, Amazon Web Services is widely perceived as the front-runner for the Defense Department’s cloud award, while companies including Oracle, Microsoft Corp, and International Business Machines Corp fight for a piece of that business.

    Oracle has a vested interest in how the contract is awarded because it has long-term contracts with multiple government agencies that use its flagship database to store information on their own systems. As the agencies look to switch to cloud computing and eye market leader Amazon, these moves threaten Oracle’s traditional revenue sources. Oracle has tried to protect its database business by offering cloud services of its own, but has come late to that market.

    http://gulfnews.com/business/sectors/technology/amazon-oracle-microsoft-jockey-for-pentagon-s-cloud-business-1.2184645

Software/SaaS

  • IBM told investors that it has over 400 blockchain clients — including Walmart, Visa, and Nestlé

    At least 400 IBM customers are now running blockchain-based projects, according to the briefing. Among those customers are 63 that work together with certain themes: 25 companies in global trade, 14 companies in food tracking, and 14 companies in global payments. Some of IBM’s most recognizable blockchain clients include Nestlé, Visa, Walmart, and HSBC.

    While blockchains continue to be widely associated with startups and crypto-millionaires, IBM’s client list shows that large enterprises are truly embracing the technology.

    IBM and Walmart actually launched a joint food safety blockchain project globally last year, which enables the grocery chain to figure out where specific produce originated in a matter of seconds.

    http://www.businessinsider.com/ibm-blockchain-enterprise-customers-walmart-visa-nestl-2018-3

Datacenter/Hardware

  • Amazon will stop selling Nest smart home devices, escalating its war with Google

    The stakes are huge. Both Amazon and Google are building out a new voice-powered operating system that can control everything in your life — from your lights to your garage door to the music and video you stream. Amazon’s acquisition of Ring will give it a nice boost on the hardware side as it continues to build out Alexa’s AI. Ring was already one of Nest’s biggest competitors. Now it has the nearly-limitless funding needed from Amazon to go after its Google-backed rival.

    The rivalry between Amazon and Google extends beyond the smart home, though.

    http://www.businessinsider.com/amazon-wont-sell-nest-products-from-google-2018-3

  • Google’s new Bristlecone processor brings it one step closer to quantum supremacy

    Today, Google said that it believes that Bristlecone, its latest quantum processor, will put it on a path to reach quantum supremacy in the future. The purpose of Bristlecone, Google says, it to provide its researchers with a testbed “for research into system error rates and scalability of our qubit technology, as well as applications in quantum simulation, optimization, and machine learning.”

    One of the major issues that all quantum computers have to contend with is error rates. Quantum computers typically run at extremely low temperatures (we’re talking millikelvins here) and are shielded from the environment because today’s quantum bits are still highly unstable and any noise can lead to errors.

    Because of this, the qubits in modern quantum processors (the quantum computing versions of traditional bits) aren’t really single qubits but often a combination of numerous bits to help account for potential errors. Another limited factor right now is that most of these systems can only preserve their state for under 100 microseconds.

    https://techcrunch.com/2018/03/05/googles-new-bristlecone-processor-brings-it-one-step-closer-to-quantum-supremacy/?ncid=rss

Other

  • Apple finds more serious supplier problems as its audits expand

    Apple said in the report that the proportion of “low performers,” or suppliers scoring less than 59 points on its 100-point scale, fell to 1 percent in 2017 from 3 percent in 2016 and 14 percent in 2014. “High performers” with scores of more than 90 rose to a record high of 59 percent from 47 percent the year before.

    Apple found 44 “core violations” of its labor rules in 2017, double the previous year. Those included three instances of employees forced to pay excessive fees for a job, a practice Apple banned in 2015.

    In one case, over 700 foreign contract workers recruited from the Philippines were charged a total of $1 million to work for a supplier. Apple said it forced the supplier to repay the money.

    https://www.reuters.com/article/us-apple-suppliers/apple-finds-more-serious-supplier-problems-as-its-audits-expand-idUSKCN1GK04G

  • Why Amazon Is Immune To Almost Any Boycott

    Amazon, however, is in a different position–one that’s great for Jeff Bezos and annoying for activists. “For all its problems,” says King, “[Amazon] has a pretty robust reputation.” He goes on, “a boycott against Amazon doesn’t really change in people’s minds what kind of company Amazon is.” Which is to say, Bezos’s behemoth website has remained a relative constant for all these years, strategically staying out of the public eye while amassing hundreds of millions of loyal users. People know what the company is, what it has been doing, and the services its offers.

    What’s more, the boycotts levied against the retail giant aren’t about some deep-seated collusion with the forces of evil, but rather passive business dealings. The activist organization Sleeping Giants, for instance, has been lobbying for Amazon to stop advertising on Breitbart. Though the group has had success with other campaigns–it got over a thousand advertisers to pull advertising from both Breitbart and the Fox News’ The O’Reilly Factor–Amazon has yet to change its ways. Though it may ruffle some people’s feathers that the company advertises on a far-right website or allows a gun rights organization to distribute its TV content, that doesn’t reveal an internal clash of values. Amazon is just doing business–the same business it’s been doing for years. And since people are very unlikely to stop using Amazon, the company probably sees no reason to acquiesce.

    https://www.fastcompany.com/40538592/how-amazon-is-immune-to-almost-any-boycott

  • Canada’s IBM Payroll Plans Go Bust — Costing $1 Billion

    “They should have known better,” Daviau told the publication, adding that IBM holds some of the blame because it also went forward with the payroll system’s launch.

    “IBM got into a contract with the government that was very beneficial to IBM, which meant that the contract — despite non-delivery — could continue to be extended and IBM could continue to come back to the pot for money,” she said.

    In a statement, IBM said it is “fulfilling its obligations on the Phoenix contract, and the software is functioning as intended.” It added that it “continues to work in partnership with the government’s efforts to resolve the project’s issues and remains committed to the project’s overall success.”

    https://www.pymnts.com/news/b2b-payments/2018/ibm-canada-payroll/

  • More ‘boomerang’ employees return to Microsoft as corporate culture shifts

    Microsoft has always had “boomerang” employees, as have other tech companies in the highly competitive industry. During the few years before Nadella stepped into the role, about 12 percent of the company’s new hires in the U.S. each year had previous job stints at the company. But that number ticked up to 16 percent, or 621 boomerangs, between July 2014 and July 2015, starting a few months after Nadella took over as CEO.

    For the recent Microsoft boomerangs, returning to Redmond feels like stepping into a company that has changed — albeit one where that still occurs slowly.

    https://www.seattletimes.com/business/microsoft/more-boomerang-employees-return-to-microsoft-as-corporate-culture-shifts/

  • Marriott Employee Roy Jones Hit ‘Like.’ Then China Got Mad

    Craig Smith, head of Asia-Pacific for Marriott, said in a separate statement, “We made a few mistakes in China earlier this year that suggested some associates did not understand or take seriously enough the sovereignty and territorial integrity of China. Those incidents were mistakes and in no way representative of our views as a company.”

    “Not only can’t you speak freely inside of China, but you can’t even speak freely outside of China—and that’s really bad,” said Xiao Qiang, a Chinese internet expert at the University of California at Berkeley.

    Marriott was within its legal rights to fire Mr. Jones, legal experts say. But some say the severity of the penalty—termination, rather than a reprimand or suspension—highlights the increasingly unforgiving environment for those who offend Chinese sensibilities.

    https://www.wsj.com/articles/marriott-employee-roy-jones-hit-like-then-china-got-mad-1520094910

Photo: Kirstyn Paynter

Supplier Report: 3/2/2018

Facebook and Twitter are fighting for the hearts and minds of social media users.  As Facebook struggles with “fake news” and changes their algorithms (hurting some legitimate sites in the process), Twitter is using this moment to embrace the press… but will anything improve?

Amazon has purchased another home camera company.  It was announced they purchased Ring (a video doorbell maker) after purchasing Blink in December.  Amazon really wants to find away to make customers comfortable with letting them into their homes…

On the Amazon topic, they are in a race with Apple to become the first company to be worth a trillion dollars…

Acquisitions

  • Amazon Acquires Ring, Maker of Video Doorbells

    Amazon.com Inc. acquired Ring, maker of video doorbells, in a deal valued at more than $1 billion, a person familiar with the transaction said, giving the online giant a bigger foothold in the burgeoning internet business of home security.

    https://www.wsj.com/articles/amazon-acquires-ring-maker-of-video-doorbells-1519768639

  • Nokia acquires Unium, a mesh WiFi startup that works with Google Fiber, as part of big home WiFi push

    While Nokia’s former handset business forges ahead with its new device strategy under licensee HMD, Nokia itself has taken one more step to build out its business with carriers in a new wave of services. To coincide with MWC in Barcelona and a bigger step into the WiFi business, the company today announced that it has acquired Unium, a startup out of Seattle that builds technology for mesh WiFi for home networking services.

    Unium’s tech is used to address one of the biggest pain-points in home WiFi today: it helps fill in dead spots in home WiFi arrangements, where you may not get signal or interference from other networks, and the accompanying security issues that might come alongside those.

    https://techcrunch.com/2018/02/25/nokia-acquires-unium-a-mesh-wifi-startup-that-works-with-google-fiber-as-part-of-big-home-wifi-push/?ncid=rss

Artificial Intelligence

  • The Future of Policing Is Being Hashed Out in Secret (thanks JD)

    It should go without saying that experimenting with predictive AI in real-world law enforcement demands public oversight and awareness. The debate that is now beginning should have been had before the technology was used to build indictments, not afterward. Nevertheless, it would also be a mistake if the only outrage is over the failure to make public disclosures. The more important conversation must address the deeper issues this case raises.

    Law enforcement — and criminal justice more broadly — must be evaluated on two separate criteria: pragmatic effectiveness and legal justice. On the first criterion, it’s important to note that there isn’t yet any clear evidence that the Palantir-New Orleans partnership works. Palantir would like to take credit for a New Orleans crime dip, but the data and the timing don’t necessarily support that. For now, the efficacy of machine-based crime prediction and protection must be treated as unproven at best.

    https://www.bloomberg.com/view/articles/2018-02-28/artificial-intelligence-in-policing-advice-for-new-orleans-and-palantir

  • Amazon vs. Google vs. Microsoft: Big tech firms gird for AI talent battle

    As Quartz points points out, top AI talent is scarce “and companies are willing to pay millions to obtain new talent.” A case-in-point, Google paid more than $500 million in 2014 for UK-based AI startup DeepMind. And we’ll see millions more paid for AI startups, scientists and engineers as the talent war heats up.

    Separately, Microsoft’s Cortana has a new boss. Javier Soltero, who formerly worked on Office will now be in charge of Cortana. He’ll report to Harry Shum, who’s the head of AI for the company.

    https://martechtoday.com/amazon-vs-google-vs-microsoft-big-tech-firms-gird-ai-talent-battle-211894
    They went with “gird” in the headline, I wonder if AI wrote it.

Cloud

  • The Best Thing for Dropbox Was Breaking Up With the Cloud

    Those paragraphs in the public offering document (page 67) summarize the difficult and nerdy work to shift a vast volume of Dropbox users’ digital files from Amazon’s computer networks to Dropbox’s own and to close dormant accounts to free up storage capacity. This yearslong shift to wean Dropbox off Amazon Web Services wasn’t glamorous work, but it improved Dropbox’s finances substantially. Without exaggeration, the shift away from cloud computing is one of the biggest reasons Dropbox is able to go public now.

    https://www.bloomberg.com/gadfly/articles/2018-03-01/dropbox-s-best-move-was-breaking-up-with-amazon-s-cloud

  • Nasty, new security threats are scaring .govs to the cloud

    “I believe that the leadership within the government is ready for this change,” Wood said. AWS’ Commercial Cloud Services, or C2S, and Secret Commercial Cloud Service, or SC2S, are the “secret” and “top secret” clouds, respectively, Wood explained. The intelligence community — including its military components — have been working together to assess the security features of these clouds. The group of 38 assessors clearly see the benefits and are gaining confidence that the data is protected and are now closer to reciprocity than ever before.

    A common vernacular for cybersecurity pros has hurt attempts to build expertise and strong security standards and systems in the past. The signing of the president’s executive order on cybersecurity is now mandating the adoption of the NIST Cybersecurity Framework.

    https://siliconangle.com/blog/2018/02/23/nasty-new-security-threats-scaring-govs-cloud-awspublicsector/

  • Apple may no longer be using Microsoft’s Azure

    The updated Apple security guide now lists Amazon’s S3 and the Google Cloud Platform as where some encrypted “chunks” of files are stored. Apple’s iCloud stores users’ contacts, calendars, photos and documents, among other types of information. iCloud also is used by some third-party apps to store and sync documents and key values for app data, Apple’s security guide notes.

    CRN reported in March 2016 that Google signed on Apple as a customer for the Google Cloud platform, citing “multiple sources with knowledge of the matter.” At that time, CRN also reported that Apple had “significantly reduced its reliance on Amazon Web Services,” though had not abandoned AWS entirely.

    http://www.zdnet.com/article/apple-may-no-longer-be-using-microsofts-azure/
    Interesting timing to reduce reliance on AWS as both companies race to be the first one trillion dollar company.

Security

  • Equifax finds another 2.4 million people affected by its data breach

    “This is not about newly discovered stolen data,” Paulino do Rego Barros, Jr., Equifax’s Interim CEO, said in a statement. “It’s about sifting through the previously identified stolen data, analyzing other information in our databases that was not taken by the attackers and making connections that enabled us to identify additional individuals.” Equifax said that because the attackers appeared to be focused on obtaining social security numbers, that’s what their investigation centered on during its initial phases. These additional 2.4 million individuals didn’t have their social security numbers stolen and were therefore not spotted earlier in the investigation.

    https://www.engadget.com/2018/03/01/equifax-2-4-million-more-people-affected-data-breach/

  • Apple to Start Putting Sensitive Encryption Keys in China

    The keys are complex strings of random characters that can unlock the photos, notes and messages that users store in iCloud. Until now, Apple has stored the codes only in the U.S. for all global users, the company said, in keeping with its emphasis on customer privacy and security.

    While Apple says it will ensure that the keys are protected in China, some privacy experts and former Apple security employees worry that moving the keys to China makes them more vulnerable to seizure by a government with a record of censorship and political suppression.

    “Once the keys are there, they can’t necessarily pull out and take those keys because the server could be seized by the Chinese government,” said Matthew Green, a professor of cryptography at Johns Hopkins University. Ultimately, he says, “It means that Apple can’t say no.”

    https://www.wsj.com/articles/apple-to-start-putting-sensitive-encryption-keys-in-china-1519497574

  • GitHub survives massive DDoS attack relatively unscathed

    GitHub, a web-based code distribution and version control service, survived a massive denial of service attack on Wednesday. According to a report at Wired, a staggering 1.35 terabits per second (Tbps) of traffic hit the site at once. Within 10 minutes the company called for help from a DDoS mitigation service similar to Google’s Project Shield, Akamai’s Prolexic, which took over to filter and weed out malicious traffic packets. The attack, says Wired, ended after eight minutes. This may have been the largest DDoS attack ever; Wired notes the attack on domain name server Dyn in late 2016 reached 1.2 Tbps of traffic.

    https://www.engadget.com/2018/03/01/github-survives-massive-ddos-attack-relatively-unscathed/

Software/SaaS

  • LittleThings blames its shutdown on Facebook algorithm change

    Then Facebook made another big change to its algorithm, one that was supposed to prioritize content from friends and family over news publishers. Speiser said this cut LittleThings’ influencer and organic traffic (which was its most valuable traffic) by 75 percent.

    “No previous algorithm update ever came close to this level of decimation,” he wrote. “The position it put us in was beyond dire. The businesses looking to acquire LittleThings got spooked and promptly exited the sale process, leaving us in jeopardy of our bank debt convenants and ultimately bringing an expedited end to our incredible story.”

    https://techcrunch.com/2018/02/28/littlethings-shutdown/?ncid=rss
    This is what happens when you base a business model completely on a platform you don’t own or control.

  • While Facebook spars with critics, Twitter goes for humility on social media

    Twitter’s smaller size relative to Facebook also may help it repair its image because it’s not as dominant as Facebook. The media and marketing community is also eager for platform allies to counter Facebook and Google’s enormity, and Twitter has given the impression it wants to get out ahead of the trolls, bots and other abuses of its service. But as with Facebook, Twitter is vulnerable for having let the abuse problem continue as long as it has, and the PR goodwill will only last so long. It also has a chance to get out ahead of its role being spotlighted in probes of Russia’s meddling in the run-up to the U.S. presidential election in 2016.

    To one publishing executive, Dorsey came off as “sincere, not defensive. But they have to actually do something. Talk is cheap. If they want to become a credible publishing entity, they need to take responsibility. And that means action.”

    https://digiday.com/media/facebook-spars-critics-twitter-goes-humility-social-media/

Other

  • Apple Is Going to Be the First Trillion-Dollar Company

    Apple’s board of directors had most recently authorized a $210 billion share-repurchase program that is expected to be completed by March 2019, according to Apple investor relations. That was before the very corporate friendly 2017 tax reform bill was passed. I would expect that bill will encourage even more share repurchases. We should not be surprised to see a 10 or even 20 percent share count reduction over the next five years.

    https://www.bloomberg.com/view/articles/2018-03-01/apple-is-going-to-be-the-first-trillion-dollar-company

  • IBM gives Services staff until 2019 to get agile

    IBM has spent years telling the world that its Notes suite is as fine a collaboration environment as there is to be found anywhere, if only you’d give it a chance and appreciate its charms. But among the changes required to demonstrate agility is cessation of email use in favour of devops darling Slack. Staff are also expected to start using WebEx.

    Come September 30, IBM wants its services staff to have hit level-three agility maturity, and to see “positive trending of agile metrics.” Come December 30, Big Blue wants “continuous improvement leading to client advocacy.”

    https://www.theregister.co.uk/2018/02/26/ibm_gives_services_staff_until_2019_to_get_agile/
    IBM report, “Who Says Elephants Can’t Dance?”

    “There’s been a feeling historically that the elephants can’t dance, the incumbents will find it hard to respond and that everyone will be Uber-ed or Airbnb-ed out of existence,” Mark Foster, senior vice president of IBM Global Business Services, told Reuters in an interview.

    “But what we are seeing is, actually, there is a limit as to how far that can go.”

    While some sectors had been hugely disrupted by new digital entrants and some intermediaries were pushed out, many of those changes were now being led by existing industry players, he said.

    https://www.aljazeera.com/news/2018/02/ibm-report-elephants-dance-180225153412288.html

  • How SoftBank, World’s Biggest Tech Investor, Throws Around Its Cash

    They describe a man who sometimes makes gut-instinct decisions in businesses he knows little about—such as the time he spent about 30 minutes deciding he wanted to invest $200 million in a startup that grows vegetables indoors. Other times, he compiles an elaborate analysis, inundating his directors with hundreds of pages of documents to help explain an investment target.

    To strike quickly, he sometimes commits to investments before getting approval from his fund’s investment committee, some of these people say. And he often spars with his executives and board members over his proposals until they are convinced or acquiesce.

    https://www.wsj.com/articles/how-does-the-worlds-biggest-tech-investor-make-its-bets-unpredictably-1519661008

Photo: Kevin Stoop