Company / division: Alphabet
First Android Wear 2.0 devices revealed: Google and LG’s Watch Sport and Watch Style – VentureBeat (Jan 17, 2017)
Evan Blass is the Mark Gurman of the Android world – when he reports on a leak, it’s usually pretty reliable and often ends up being very accurate indeed. The watches described in this leak are in keeping with what we’ve already heard from Google itself and other sources, so that lends additional credibility. The context here is that Android Wear has never really taken off – as with VR, the biggest success among the Android vendors hs been Samsung’s, which hasn’t been based on Android at all, and Google needs to ensure that other Android OEMs without their own ecosystems can compete too. So far, that hasn’t worked, and some Android OEMs are giving up on Android Wear for now. However, Google clearly hasn’t given up, and appears to have convinced LG to join it in launching some new watches to showcase Android Wear 2.0. I’m skeptical that this will make any difference – what’s become clear since the Apple Watch launched is that we don’t yet have a great model for smartwatches other than as fitness and health tracking devices, and Android Wear doesn’t seem to have provided very appealing options in that category.
via First Android Wear 2.0 devices revealed: Google and LG’s Watch Sport and Watch Style – VentureBeat
Google Assistant Will Soon Be Able To Pay For Things – Digital Trends (Jan 16, 2017)
One of the main motivations behind Amazon’s Echo and Alexa strategy has obviously been to drive e-commerce purchases through Amazon, and it looks like Google’s Assistant in its various guises may get the closest equivalent Google can offer – the ability to make purchases on third party sites and services. Payments integration is critical for reducing friction around online purchases, but of course it’s a double-edged sword too – making legitimate payments possible also enables illegitimate or accident purchases, as recent news stories surrounding Echo demonstrate. And of course security will be critical. With no equivalent to the secure enclaves and other technology used in smartphone payment systems, and given that Google Home doesn’t currently authenticate the user in any way, you have to wonder whether this will have to be a smartphone-only play.
via Google Assistant Will Soon Be Able To Pay For Things | Digital Trends
Pixel ‘demand is exceeding supply’ at Verizon stores: Wave7 – FierceWireless (Jan 16, 2017)
I’ve spoken to Jeff Moore, the head of Wave7 Research, multiple times, and he’s very good at what he does, so I trust these numbers in general terms. As usual with supply shortages, there’s the question of whether the crunch is coming on the demand or supply side – in this case, it seems likely that Google was simply very cautious in its planning here and has an unexpected hit on its hands with demand it now can’t quickly fulfill. I like Google’s new hardware – both the Pixel and Home are good devices that do their jobs well, and the Daydream is also a much more user friendly version of the mobile VR concept than the Samsung Gear VR, so I expect these products to do well, though the Pixel in particular will be hamstrung by not just these supply shortages but its lack of carrier distribution beyond Verizon. Look for signs of strong sales in Alphabet’s earnings soon too.
via Pixel ‘demand is exceeding supply’ at Verizon stores: Wave7 | FierceWireless
Amazon Echo vs. Google Home vs. Microsoft Cortana vs. Apple Siri – Business Insider (Jan 14, 2017)
We’re going to see a lot more of this kind of thing in the coming months, accelerated by Alexa’s amazing performance at CES this year. But as I’ve argued previously, Amazon is only “ahead” in voice if you look at the category very narrowly – Echo is one endpoint for Alexa, and really the only one Amazon has with any meaningful numbers behind it, while Siri, Google’s various assistants, and Cortana each have many more users by virtue of much larger installed bases of devices. Amazon is only ahead if you narrow the market to home-based voice speakers, though it definitely is there. The big question remains whether Amazon can get into devices that leave the home in meaningful numbers, and whether the experience will be any good on smaller devices like phones. Meanwhile, it continues to be much easier for the major competitors to add a home speaker to their device portfolios (as Google has already done) than for Amazon to get out of the home.
via Amazon Echo vs. Google Home vs. Microsoft Cortana vs. Apple Siri – Business Insider
China Orders Registration of App Stores – NYTimes (Jan 14, 2017)
In and of itself, this new move by the Chinese government can be seen as relatively innocuous – the regulation is vague, and ostensibly motivated by policing the plethora of alternative app stores that exists in a market where the official Google Play store is unavailable. However, in the context of the recent request to remove the NY Times app from the App Store in China, this definitely has more sinister undertones. Having policed the web for years, China now appears to be trying to find ways to police the app stores as well, as a way to block access to content critical of the regime. This could end up getting very ugly for Apple in particular if it carries on.
via China Orders Registration of App Stores – NYTimes.com
Google RAISR Intelligently Makes Low-Res Images High Quality – PCMag.com (Jan 13, 2017)
This is a great example of the practical benefits of machine learning, which is where the focus should be as companies tout their AI/ML credentials. On-stage demos of new capability at the research level are impressive but ultimately meaningless unless they lead to real-world benefits for end users such as this image processing technique which can reduce file sizes by 75%.
via Google RAISR Intelligently Makes Low-Res Images High Quality – PCMag.com
Silicon Valley Takes a Right Turn – The New York Times (Jan 12, 2017)
The headline is an exaggeration – two of the four big companies mentioned are based in Washington, not California, and it’s their corporate PACs which have begun to favor Republican candidates, while their employees remain very firmly left-leaning. But the article does do a great job talking through some of the changes in recent years as big tech companies have shifted their donations towards Republicans while a Democratic president was in office. The data doesn’t go back far enough to indicate whether this is just a cyclical thing, but there’s some evidence the donations were motivated by hopes for more lenient regulatory and taxation policy under a Republican administration. Now that we’re heading into Republican control of both Congress and the presidency, we’ll see how that pans out in practice.
via Silicon Valley Takes a Right Turn – The New York Times
HTC’s new flagship phone has AI and a second screen, but no headphone jack – The Verge (Jan 12, 2017)
HTC is the Android smartphone manufacturer I keep expecting to be the first to when the shakeout starts, and it’s hard to avoid the sense that this shakeup is imminent. Its financials make grim reading – rapidly declining revenues and regular losses, with only a brief blip following the launch of the HTC Vive. HTC typifies what’s happened to the big-name Android vendors over recent years with the exception of Samsung – LG, Motorola, Sony, and others have experienced similar challenges. Each has its own attempt to turn things around, and with HTC it seems to be the combination of investment in VR and an expansion of its premium smartphone lineup along with some feature experimentation. We’ve already seen the modular approach come and to some extent go, but second screens seem to be a feature that’s sticking around a bit longer. None of what’s here makes me think it’ll help turn HTC’s fortunes around though.
via HTC’s new flagship phone has AI and a second screen, but no headphone jack – The Verge
Alphabet cuts former Titan drone program from X division, employees dispersing to other units – 9to5Google (Jan 11, 2017)
This doesn’t need much commentary – it’s a minor project within Alphabet, and it fits with the increasingly strong narrative about increasing focus and cost discipline within the company. But it’s also worth noting that this is one of several different efforts within Alphabet aimed at delivering Internet access in new ways, the most high profile of which is Fiber, and the company seems to be scaling many of them back at the moment, suggesting a broader de-emphasis on these goals.
The dream of Ara: Inside the rise and fall of the world’s most revolutionary phone | VentureBeat (Jan 10, 2017)
This piece is probably hundreds of words more than you want to read on Google’s failed Project Ara modular phone, but there’s some interesting history here nonetheless, and it also fits into at least two narratives: Hardware is Hard, and Alphabet Lacks Focus. This is just the kind of project that almost everyone who had any sense outside of Google (and presumably many inside it too) knew would never work – the kind of “great in theory, lousy in practice” thinking that Google often falls into. Smartphones are tough enough without massively handicapping many of the things people care about most with a modular approach. Google did eventually kill this project in the Ruth Porat era of austerity, but it should arguably never have made it past the YouTube video the story starts with.
via The dream of Ara: Inside the rise and fall of the world’s most revolutionary phone | VentureBeat
Apple, Facebook and Google top Greenpeace’s clean energy report | TechCrunch (Jan 10, 2017)
Apple has invested enormously in its green initiatives under Lisa P Jackson, arguably one of the biggest and most visible changes under Tim Cook, who seems determined to use Apple’s power for good beyond the influence of its products alone, to a much greater extent than Steve Jobs was. For Apple to come out on top of the major tech companies is still quite an achievement, though Google and Facebook also did well. It’s not clear that most consumers care all that much about any of this, but there’s an argument to be made that these companies are seen as leaders in the field, and Greenpeace’s endorsement puts pressure on others to fall in line, which has broader environmental benefits.
via Apple, Facebook and Google top Greenpeace’s clean energy report | TechCrunch
Alphabet Said in Talks to Sell Skybox Satellite Business – Bloomberg (Jan 9, 2017)
This is yet another example of the new focus that’s come to Alphabet under Ruth Porat as CFO. On balance, this particular move seems smart – there’s no differentiation in owning mapping satellites per se, especially if Alphabet isn’t going to be providing Internet access with them. If it can recoup some investment and refocus its business in the process, while maintaining access to good satellite imagery and data, then it’s a win/win.
via Alphabet Said in Talks to Sell Skybox Satellite Business – Bloomberg
Alphabet Inc.’s Self-Driving Car Unit Creates Its Own Sensor Package – WSJ (Jan 8, 2017)
Just when we’d got used to the idea that Alphabet was only going to do software when it comes to autonomous driving, it seems it will do some of its own hardware work, specifically on sensors rather than making cars. Not every carmaker that partners with Waymo will want to use its sensors, but it allows Alphabet to own more of the technology and ensure it all works well together.
via Alphabet Inc.’s Self-Driving Car Unit Creates Its Own Sensor Package – WSJ
Russia Requires Apple and Google to Remove LinkedIn From Local App Stores – The New York Times (Jan 6, 2017)
This comes hot on the heels of the Chinese New York Times app story earlier in the week, and there’s a danger of this becoming a trend. Apple and Google both tend to comply with local laws when it comes to this kind of thing, and that’s certainly a reasonable defense. But if oppressive regimes start to use the major app stores as a way to block content they don’t like, Apple and Google are going to find themselves on the receiving end of attacks from lots of civil liberties groups.
via Russia Requires Apple and Google to Remove LinkedIn From Local App Stores – The New York Times
LG Electronics, Moving Away From Modular Model, Plans New Smartphone – WSJ (Jan 4, 2017)
I’ve been skeptical of the modular approach to smartphones taken by both LG and Motorola from the start – a smartphone that becomes what you want in different scenarios sounds great, until you realize it will cost lots more to get all the add-ons/mods. In practice, it’s a gimmick few will go for, and it seems LG now recognizes that its experiment didn’t pan out, and will go back to a more traditional approach. Kudos for trying something new, but being an Android OEM remains really tough.
via LG Electronics, Moving Away From Modular Model, Plans New Smartphone – WSJ
Ford and Toyota Establish SmartDeviceLink Consortium to Accelerate Industry-Driven Standard for In-Vehicle Apps | Ford Media Center (Jan 4, 2017)
This announcement builds on an existing partnership between Ford and Toyota around in-car entertainment systems, and it’s hard to see it as anything but a concerted effort to bypass CarPlay and Android Auto. Ford supports both technologies after being a holdout early on, but Toyota never has. It’s likely that for most of the consortium members those options will be present in addition to their proprietary systems, but it’s clear these carmakers aren’t willing to cede the in-car UI to Apple or Google.
DeepMind is thrashing some of the world’s best Go players – Business Insider (Jan 4, 2017)
I tweaked one part of the headline – it later emerged that Alphabet’s DeepMind subsidiary’s AlphaGo technology was the one beating all comers. This is the best possible kind of publicity for AlphaGo, DeepMind, and Alphabet around AI – creating massive organic buzz before it is even known the company is behind it. Alphabet’s Go experiments have been great advertising in general, but of course the key remains putting this same technology to work in ways that benefit ordinary people in their everyday lives.
via An unknown entity is thrashing some of the world’s best Go players – Business Insider
Android Wear watches ready for prime time? ZTE thinks so – CNET (Jan 4, 2017)
The prevailing narrative around Android Wear – and it’s an accurate one – is that it’s flailing, and OEMs are largely backing away from it. ZTE offers a counterpoint here – it’s planning to launch a watch later in the year – but it’s the exception that proves the rule, as Roger’s piece here points out. I still think the best hope for Android Wear is really compelling first party hardware from Google, though that may also kill off what few OEM offerings remain.
via Android Wear watches ready for prime time? ZTE thinks so – CNET
Want a Peek at the Future of Laptops? Check Out Samsung’s New Chromebooks | WIRED (Jan 4, 2017)
There’s a little too much hype in the headline here – this isn’t the future of laptops as much as the present, but as Chromebooks rather than Windows machines. The sort of convertible model Samsung is using here has been growing among Windows PCs for years now. In some ways the more interesting difference is that these laptops are being priced more like mid-range Windows PCs rather than cheap alternatives, as Chromebooks have been in the past. OEMs seem to be banking on Android integration to sell these machines now that price isn’t really a factor anymore.
via CES 2017: First-Look at Samsung’s Chromebook Plus and Chromebook Pro | WIRED
Google Assistant is coming to Android TV – The Verge (Jan 4, 2017)
One of the weirdest things about the Google Assistant from the day it launched was that it wasn’t immediately part of Android, but was exclusive to Pixel and Home for at least some period of time (how long exactly has been something of a mystery). We are, now, starting to see signs of the Assistant making its way to some third party devices, notably those cited in this article, but still “in the coming months”. Meanwhile, Alexa is in almost every new voice device announced at CES, highlighting the folly of Google’s strategy to prefer its own devices rather than going straight to an open platform.
via Google Assistant is coming to Android TV – The Verge