Tag: Trump

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Supplier Report: 4/6/2018

This dog is looking for a better perspective

President Trump’s fight with Amazon continues to be the dominant technology story this week.  Pundits on both sides are weighing in on the government’s options to go after Amazon. As Trump’s team devise a potential battle plan, the Department of Defense could give Jeff Bezos billions of dollars of new business (much to Oracle’s frustration).

Apple is making headlines this week for poaching Google’s head of AI to bolster their lagging division.  The company also announced they will produce their own CPUs starting in 2020 causing Intel stock to drop 9%.

Facebook’s data security problems continue as Mark Zuckerberg is scheduled to testify in front of Congress on April 11th.

Acquisitions

  • The Curious Case of the Belkin Buy

    “I can’t put my finger on why, but this acquisition seems weird to me,” writes John Gruber, describing Foxconn’s decision to buy Belkin for $866 million. It is not that weird, especially when you take into account the competitive landscape.

    TL: DR version: Foxconn needs to boost margins. Belkin has a great brand but faces an increasingly competitive landscape. It is weirdly about Taiwan vs. China.

    https://om.co/2018/03/28/the-curious-case-of-the-belkin-buy/

Artificial Intelligence

  • Retailers Race Against Amazon to Automate Stores

    Companies are testing robots that help keep shelves stocked, as well as apps that let shoppers ring up items with a smartphone. High-tech systems like the one used by Amazon Go completely automate the checkout process. China, which has its own ambitious e-commerce companies, is emerging as an especially fertile place for these retail experiments.

    If they succeed, these new technologies could add further uncertainty to the retail work force, which is already in flux because of the growth of online shopping. An analysis last year by the World Economic Forum said 30 to 50 percent of the world’s retail jobs could be at risk once technologies like automated checkout were fully embraced.

    https://www.nytimes.com/2018/04/01/technology/retailer-stores-automation-amazon.html

  • Emmanuel Macron Talks to WIRED About France’s AI Strategy

    The key driver should not only be technological progress, but human progress. This is a huge issue. I do believe that Europe is a place where we are able to assert collective preferences and articulate them with universal values. I mean, Europe is the place where the DNA of democracy was shaped, and therefore I think Europe has to get to grips with what could become a big challenge for democracies.

    And

    We had some innovations that I saw several times in medicine to predict, via better analysis, the diseases you may have in the future and prevent them or better treat you. A few years ago, I went to CES. I was very impressed by some of these companies. I had with me some French companies, but I discovered US, Israeli and other companies operating in the same field. Innovation that artificial intelligence brings into healthcare systems can totally change things: with new ways to treat people, to prevent various diseases, and a way—not to replace the doctors—but to reduce the potential risk.

    https://www.wired.com/story/emmanuel-macron-talks-to-wired-about-frances-ai-strategy/

  • AI Beats Human Lawyers At Their Own Game (Thanks JD!)

    LawGeex pitted 20 experienced attorneys against a three-year-old algorithm trained to evaluate contracts. Spoiler alert: the computer won.

    Lawyers and the AI, for instance, were penalized for missing an exemption relevant to the contract, or mistakenly identifying an exemption where it was irrelevant.

    In the end, LawGeex’s neural network achieved an average 94 percent accuracy rate, compared to the lawyers’ average of 85 percent. And while it took humans anywhere from 51 minutes to more than 2.5 hours to complete all five NDAs, the AI engine finished in 26 seconds.

    https://www.geek.com/tech/ai-beats-human-lawyers-at-their-own-game-1732154/

  • Our Robot Overlords Might Be Delayed

    Then there’s the question of reliability. Despite computer scientists’ best efforts, algorithms are prone to make spectacular errors — such as mistaking a law-abiding person for a criminal. Worse, it’s often impossible to understand what went wrong: With billions of parameters involved, even an algorithm’s creators often do not know how and why it works. The reliability of an aircraft engine can be predicted, because it’s made of many parts for which we can mostly guarantee performance. Not so with algorithms. This limits their use in situations — such as making financial trades or medical diagnoses — where errors can be disastrous and it’s important to understand the process by which decisions are made.

    In other words, there’s nothing very deep about deep learning.

    https://www.bloomberg.com/view/articles/2018-04-04/artificial-intelligence-research-might-have-hit-a-wall

  • Apple Hires Artificial-Intelligence Executive From Rival Google

    Apple, which is famously secretive, has lagged its peers in publishing research in the field, and that has made it difficult for the company to recruit professors and Ph.D. students from university computer-science programs, say academics and students.

    The company’s flagship AI product, Siri, also has fallen behind competitors such as Amazon.com ’s Alexa and Google Voice in the number of tasks it can perform and accuracy. The HomePod, a smart speaker released in February, put a spotlight on some of those shortcomings, according to reviewers.

    Mr. Giannandrea, known to colleagues as “JG,” was well-regarded at Google where he was considered a skilled manager adept at leading the engineering team, a person familiar with his work said. He joined the company in 2010 and led efforts to incorporate AI into Google products such as Photos and its Inbox app. He was tapped in 2016 to run its search engine.

    https://www.wsj.com/articles/apple-hires-artificial-intelligence-executive-from-rival-google-1522811544

Cloud

  • Oracle’s CEO Might Have Given Trump Another Reason to Slam Amazon

    Oracle chief executive Safra Catz criticized the bidding process for a huge Pentagon cloud computing contract in a private dinner with President Donald Trump on Tuesday, complaining that it seemed designed for Amazon to win, according to people familiar with the matter.

    Trump heard her out and said he wants the contract competition to be fair, but made no indication he’d interfere in the bidding, the people said. Oracle (ORCL, +1.38%), where Catz shares the CEO title with Mark Hurd, is competing with Amazon (AMZN, +3.09%) for the contract, a point she didn’t emphasize to Trump, the people said.

    http://fortune.com/2018/04/05/safra-catz-donald-trump-oracle-amazon/

    I predicted Safra was going to get more involved on SourceCast 113

  • As Trump Bashes Amazon, the Government Increasingly Relies on It

    The company doesn’t release specifics, but GBH Insights, a research firm, predicts that Amazon’s government business will grow to $2.8 billion in 2018 and $4.6 billion in 2019, up from less than $300 million in 2015. Other company analysts say those projections are optimistic, but not implausible.

    An even bigger prize looms: Amazon is seeking a 10-year contract with the Department of Defense that could be worth $10 billion.

    https://www.wsj.com/articles/as-trump-bashes-amazon-the-government-increasingly-relies-on-it-1522920600?ns=prod/accounts-wsj

Security

  • Facebook Says Cambridge Analytica Harvested Data of Up to 87 Million Users

    Andy Stone, a spokesman for Facebook in Washington, said the 87 million figure was an estimate of the total number of users whose data could have been acquired by Cambridge Analytica. He said that the estimate was calculated by adding up all the friends of the people who had logged into the Facebook app from which Cambridge Analytica collected profile data.

    “We wanted to put out the maximum number of people who could have been affected,” Mr. Zuckerberg told reporters.

    It remains unclear exactly how many users had their personal information accessed by Cambridge Analytica. The firm said Wednesday that it had licensed data for no more than 30 million users of the social network.

    https://www.nytimes.com/2018/04/04/technology/mark-zuckerberg-testify-congress.html

  • Saks, Lord & Taylor Hit With Data Breach

    So far, 125,000 cards that had been used at Saks or Lord & Taylor have been released for sale by the hackers, according to Gemini Advisory. Some were cards that were used by card owners as recently as last month in one of the affected stores, according to Dmitry Chorine, Gemini Advisory’s chief technology officer.

    The group behind the hack is known as JokerStash Syndicate or Fin 7. It appears to have penetrated the retailers’ point of sale systems, Mr. Chorine said.

    After previous breaches the JokerStash group has released credit-card data in smaller batches, to avoid flooding the market for illegally obtained payment credentials, Mr. Chorine said.

    https://www.wsj.com/articles/saks-lord-taylor-hit-with-data-breach-1522598460?mg=prod/accounts-wsj

Software/SaaS

  • Tech Thinks It Has a Fix for the Problems It Created: Blockchain

    Most of the biggest internet companies make their money from collecting personal information and using it to sell targeted advertisements. This kind of massive data collection makes them vulnerable to hackers and outsiders who want to leverage the data — as was evident when Cambridge Analytica improperly gained access to 50 million Facebook profiles. And start-ups are using the blockchain in an attempt to pry control of all that data out of their hands.

    Blockstack has built a way to record the basic details about your identity on a blockchain database and then use that identity to set up accounts with other online projects that are built on top of it.

    The animating force behind the project is that users — rather than Blockstack or any other company — would end up in control of all the data they generate with any online service.

    https://www.nytimes.com/2018/04/01/technology/blockchain-uses.html

  • Mozilla’s radical open-source move helped rewrite rules of tech

    When Mozilla was born, open-source software was a counterculture oddity that flew in the face of a software industry used to selling proprietary products. But today, it powers just about every tech company out there — Google, Facebook and yes, even that old open-source nemesis, Microsoft. Mozilla wasn’t the first open-source project, but it fanned the flames of a way of thinking that brought us ubiquitous social networks, mobile operating systems and thousands of apps.

    “It was a Hail Mary pass,” said Chris DiBona, director of open source at Google. “But somebody caught the ball and ran with it.”

    Now it’s the norm. Google releases five or six open-source projects every single day — more than 12,000 in total so far. It’s common enough that Google automated the process so no humans are needed to review the decision. It’s hard to overstate how profound a change that is for people who program for a living.

    https://www.cnet.com/news/mozilla-open-source-firefox-move-helped-rewrite-tech-rules-anniversary/

  • Oracle v. Google Proves Again Why Fair Use Is So Troublesome

    This decision understandably has far-reaching ramifications for those in the software development field. Copying even a relatively small amount of code is now unlikely to be considered “too small” to be considered an infringement. Furthermore, the re-contextualization of code from one device format to another (such as desktop to mobile) is now less likely to be considered transformative use of that code and, as a result, ultimately less likely to be found to be a fair use.

    Even outside the tech space, this decision serves as yet another example of the unpredictability of fair-use determinations and further evidence of why the doctrine of fair use is “the most troublesome in the whole law of copyright.” As courts at both the trial and appellate levels increasingly decide the issue of fair use as a matter of law – and significant questions of whether and when the issue can even be tried to a jury – it is becoming increasingly difficult to take comfort that one’s use of another’s copyrighted work will be considered “fair.”

    https://www.jdsupra.com/legalnews/oracle-v-google-proves-again-why-fair-52496/

Datacenter/Hardware

  • Apple Plans to Use Its Own Chips in Macs From 2020, Replacing Intel

    Apple Inc. is planning to use its own chips in Mac computers beginning as early as 2020, replacing processors from Intel Corp., according to people familiar with the plans.

    The initiative, code named Kalamata, is still in the early developmental stages, but comes as part of a larger strategy to make all of Apple’s devices — including Macs, iPhones, and iPads — work more similarly and seamlessly together, said the people, who asked not to be identified discussing private information. The project, which executives have approved, will likely result in a multi-step transition.

    https://www.bloomberg.com/news/articles/2018-04-02/apple-is-said-to-plan-move-from-intel-to-own-mac-chips-from-2020

Other

  • Will Amazon be your next bank and health insurance?

    Yet whenever claims of monopolistic practices are levered against it, Amazon quickly points out that e-commerce represents less than 10% of brick-and-mortar sales. Furthermore, it claims that Walmart sales alone – over $500 billion in 2017 – are almost three times bigger than Amazon’s. Add to this the fact that prices are kept low at Amazon and you can dismiss any charge of Amazon abusing its dominant position.

    These arguments miss the main point raised by Khan in her “Amazon Paradox” note: Amazon should not be persecuted for antitrust based on consumer welfare criteria or overall retail market share dominance. Rather, more modern antitrust laws should focus on the methods online platforms the size of Amazon can use to inhibit competition. These methods include predatory pricing based on real-time analysis of marketplace competitors and vertical integration of logistics. Thanks to Amazon’s highly complementary business models, it has created a physical and online infrastructure empire that is quickly becoming the only competitive way to satisfy the growing need of instant gratification by online shoppers. Lured by the lock-in mechanisms built into the “Prime” subscription services (which offers free next-day delivery and video streaming to subscribers), consumers cannot help but be ecstatic with this online shopping paradise. One quickly understands why Amazon Prime now captures 46% of online shoppers in the US and why the barriers to entry are becoming increasingly insurmountable to upstarts in this field.

    https://www.econotimes.com/Will-Amazon-be-your-next-bank-and-health-insurance-1232163

  • Why a Trump-Led Antitrust Case Against Amazon Is a Long Shot

    If Mr. Trump did decide to pursue any new regulations, he would either have to push a law through a Republican Congress that is unlikely to be receptive to more regulation or involve the Justice Department and other regulators to bring a case before the courts, Mr. Melamed said.

    “It’s a huge amount of work, with a very dubious pay off,” he adds.

    A White House spokeswoman on Thursday said “the president has expressed his concerns with Amazon. We have no actions at this time.”

    https://www.wsj.com/articles/why-a-trump-led-antitrust-case-against-amazon-is-a-long-shot-1522501200?mg=prod/accounts-wsj

  • Justice Department asks Supreme Court to moot Microsoft email case, citing new law

    On March 23, Congress passed, and President Trump signed, the Cloud Act. The law states that a “provider of electronic communication service” shall comply with a court order for data “regardless of whether such communication, record or other information is located within or outside of the United States.”

    Microsoft supported the legislation, which also provides a way to facilitate — through bilateral agreements — foreign law enforcement agencies’ access to data held inside the United States.

    The Justice Department on Friday obtained a new search warrant requiring Microsoft to turn over the emails. “Microsoft no longer has any basis for suggesting that such a warrant is impermissibly extraterritorial,” Solicitor General Noel J. Francisco wrote in a motion to the Supreme Court. “There is thus no longer any live dispute between the parties, and the case is now moot.”

    https://www.washingtonpost.com/world/national-security/justice-department-asks-supreme-court-to-moot-microsoft-email-case-citing-new-law/2018/03/31/e3c46e60-34f6-11e8-8bdd-cdb33a5eef83_story.html?utm_term=.a4254859ca62

  • Tesla is now worth less than Ford

    Tesla’s stock price is falling and in doing so, has retreated on milestones it set last year. As of publication, the company’s value is less than Ford’s for the first time in a year. At current levels, Tesla’s market cap is $42.063 billion while Ford is trading at $43.588. It was a year ago tomorrow that Tesla overtook Ford’s market cap.

    https://techcrunch.com/2018/04/02/tesla-is-now-worth-less-than-ford/

  • Samsung surpasses IBM with most patents filed in US

    Samsung Electronics has overtaken IBM as the holder of the most US patents as of the beginning of 2018, according to new data. The South Korean tech firm owned 75,596 US patents, outdoing the second best IBM by nearly 1.6 times.

    “Even though IBM continually out-files other companies, its assets are also ageing; in addition, it is known for abandoning a number of its patents relatively early in their lifetimes.” “As (IBM’s) assets grow older, it will have to innovate more (or acquire more patent assets) to keep pace,” the report added.

    http://www.financialexpress.com/industry/samsung-surpasses-ibm-with-most-patents-filed-in-us/1118573/

Photo by Patrick Hendry on Unsplash

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News You Can Use: 4/04/2018

  • Tesla’s Elon Musk Tells Trump China Trade Rules ‘Make Things Very Difficult’

    Mr. Musk noted on Twitter how American-made cars imported into China face higher duties than Chinese vehicles coming to the U.S. and how foreign auto makers in China face restrictions on ownership of factories. To avoid 25% tariffs, foreign auto makers build cars in China through joint ventures with local manufacturers—something that requires a sharing of profit and potentially technology. It is an approach Mr. Musk has been trying to avoid.

    “The current rules make things very difficult,” Mr. Musk wrote on Twitter. “It’s like competing in an Olympic race wearing lead shoes.”

    On Thursday, while announcing his order to charge tariffs on steel and aluminum, Mr. Trump read off Mr. Musk’s tweet regarding the higher Chinese tariffs on American vehicles. “That’s from Elon,” the president said. “But everybody knows it, they’ve known it for years. They never did anything about it. It’s got to change.”

    https://www.wsj.com/articles/teslas-elon-musk-tells-trump-china-trade-rules-make-things-very-difficult-1520548598

  • Is China Destined to Dominate Tech?

    Because China’s privacy laws aren’t strictly enforced, tech companies can monitor their users intensively, offering them an advantage in everything from optimizing ads to assessing credit risk. As one executive put it, these companies “know where you’ve traveled, what movies you saw, what restaurants you ate at.” This intense surveillance may be a growing liability, however. A significant consumer backlash is building in China, driven partly by ubiquitous fraud and identity theft. And Chinese tech companies are running into stiff resistance when trying to expand into more privacy-conscious markets overseas.

    This raises a final concern. Chinese tech firms are largely confined to China, where they’re protected from competition. This gives them a dominant market position and other advantages. But a platform that censors searches for Winnie the Pooh simply isn’t going to be competitive overseas. Google and Facebook Inc., with much more international experience, have proven adept at understanding a global audience and picking up on diverse socio-cultural norms. Extracting ever more data from local users won’t help Chinese companies compete at that level.

    https://www.bloomberg.com/view/articles/2018-03-05/is-china-destined-to-dominate-tech

  • How to Stage a Successful Protest
  • Almost 80% of Chinese concerned about AI threat to privacy, 32% already feel a threat to their work

    AI will have an impact on every industry, said 77.8% respondents. 91.2% think AI has an effect on their work, made up of 50.4% saying they have already felt the impact of AI in their own work and another 40.8% believing that AI technologies will have an impact on their livelihoods.

    When asked whether they thought AI to be a threat to their livelihoods, 31.7% said they already felt its threat, 50.6% said they believed it would be a threat but were yet to feel it and 17.7% responded with “no, people are the most important”.

    https://technode.com/2018/03/02/almost-80-chinese-concerned-ai-threat-privacy-32-already-feel-threat-work/

  • The Amazing History of Panasonic, Which Was Founded 100 Years Ago by a 23-Year-Old

    Matsushita was ahead of his time as far as his management approach. When the company was 2 years old and had 28 employees, he formed what he called the “Hoichi Kai,” which translates to “one-step society.” It brought employees together to play sports and participate in other recreational activities.

    Another unconventional leadership tactic Matsushita spearheaded was transparency. In the early 1920s, worker retention was a major problem in Japan, first due to competition among firms, then because of economic downturn. Matsushita’s philosophy was one of trust, and he decided to share trade secrets even with new employees to build trust at all levels of the organization. By the end of 1922, the company had 50 employees and a new factory.

    https://www.entrepreneur.com/article/310027
    This post was becoming a downer, it needed something uplifting.

Photo: Dominik Gehl

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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