Narrative: Amazon is Ahead in Voice

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    Google Announces Assistant is Coming to Android TV Starting with Nvidia Shield (Sep 28, 2017)

    If there are two big recent trends in voice assistants, they’re control of music and control of TVs. Every major company in this space is making announcements about these two areas, with Amazon adding voice control to its music apps and then Alexa to its new Fire TV box, Apple preparing the music-centric HomePod for launch, and Sonos prepping an event next week which is also likely to be music-oriented. In that context, then, it’s no surprise that the latest set of devices to get Google Assistant support are those running Android TV, of which there are currently very few, notably the gaming-centric Nvidia Shield and Sony’s Bravia TV sets. The Nvidia Shield support was actually announced way back at CES in January if I recall correctly, but support is only rolling out now. More broadly, Apple TV and Amazon’s Fire TV already support voice control, while there’s also an Alexa integration with DISH’s satellite service, and Comcast offers its own native voice control through its remotes, so this is becoming table stakes for a TV interface. The specific voice functions Android TV supports seem roughly on par with those offered on other platforms, though perhaps a bit more limited.

    via Google

    Google is Reportedly Working on a Premium Google Home Max (Sep 28, 2017)

    9to5Google reports that Google is working on a premium speaker for its Google Home range, tentatively named the “Max”, which could either appear alongside the recently leaked Google home Mini at next week’s hardware event or show up sometime later. Such a device would be the first sign that either of the two major players in the voice speaker market today is interested in participating in the premium audio space directly – Amazon beefed up the audio capabilities in its own devices at yesterday’s event, but they’re still not aiming to compete with high-end speakers. Given the recent announcements from partners using Google Assistant and Alexa in the premium segment, I had assumed both companies would cede that market to others, but it appears that Google at least is somewhat serious about participating directly. That’s in keeping with the premium positioning of its other hardware products, with the Pixel and Pixelbook both targeting the pricier end of their respective categories. And it makes sense if Google wants to avoid merely attracting the lower end of the market as it has largely done with Android, though it will make life even harder for Sonos if both Apple and Google get into the premium segment. (If all this is of interest to you, you might be interested in my column today for Techpinions, which dives rather more deeply into yesterday’s Amazon announcements). Lastly, I heard from a tipster today who suggested Google is also working on a couple of Home devices with screens, and that this was part of the reason it pulled YouTube from the Echo Show – I haven’t been able to confirm that yet, but it’s an interesting thought.

    via 9to5Google

    ★ Amazon Matures Echo Line, Updates And Lowers Price on Fire TV (Sep 27, 2017)

    Amazon today held what many publications described as a “surprise” event (in that Amazon embargoed the very existence of the event) to announce broad updates to its Echo line of devices, as well as a new version of its Fire TV box. The announcements represent a maturing of the Echo product line, which went from three main entries to five, now with a good, better, best approach to pure speakers and small and large options for speakers with screens. I’ve just created this image for the column I’m writing for Techpinions for tomorrow, and it’s a good overview of the Echo lineup before and after today’s announcements. Amazon also announced two new accessories: the Echo Connect, which acts as a bridge between an existing landline phone and Alexa calling, and Echo Buttons, the first of a new category of accessories called Alexa Gadgets, which will serve as companions to Echo and other Alexa-enabled devices, offering additional functionality (the Buttons are envisaged as interfaces for family members playing voice games, for example).

    What we’re seeing from Amazon here is a consolidation of its early leadership in the voice speaker category, re-emphasizing its desire to dominate that market, if necessary through pricing hardware at or below cost. It engaged in some clever positioning around the pure speaker space by moving its core Echo product down in price by $50 while significantly improving its industrial design and audio performance, and introducing a new tier at $150 under the Echo Plus name. The Echo Plus also serves as a smart home hub in its own right rather than merely using cloud services and APIs to control devices through existing hubs, which is an interesting step forward but will require smart home gear to integrate with it in new ways. Amazon also announced Alexa integration in BMW cars from the 2018 model year onwards and Minis from mid-2018 onwards, which is another step in taking Alexa out of the home, albeit one which will take many years to reach a meaningful proportion of cars on the roads. Lastly, Amazon updated its Fire TV box, now in a quasi-dongle form factor, with 4K and HDR support and an Alexa remote (but not the always-on feature in the box itself which had been rumored), and at a slightly lower $70 price.

    Both the timing and content of Amazon’s announcements today are a big thumb of the nose towards Google, which of course is holding its fall hardware announcement next week, and in the context of the secrecy around today’s event, I wonder if Google got wind of it yesterday and decided to rain on Amazon’s parade ever so slightly with its yanking of YouTube from the Echo Show. The only big move in the voice speaker space we’re expecting next week from Google is a smaller device to compete with the Echo Dot, so Amazon just wiped the floor with those announcements, making its own hardware more price competitive even at list price and adding new options for discerning customers. All of this also makes life a little tougher for both Sonos and HomePod, with Sonos announcing its first voice-enabled hardware on the same day as Google’s event next week. Audio performance on basic voice speakers is now getting good enough that both Apple and Sonos need to demonstrate significantly superior performance and better experiences with multi-room audio to compete.

    via BuzzFeed and Amazon

    Google Pulls YouTube from Amazon’s Echo Show Device (Sep 27, 2017)

    Amazon announced last night that Google had pulled its YouTube app from the former’s Echo Show device, the company’s first screen-based voice speaker. YouTube was one of very few video options available on the Echo Show, with Amazon’s own Prime Video being the main alternative. YouTube videos would show up in response to certain searches, especially ones relating to video, and although I doubt anyone bought an Echo Show solely to use YouTube, losing it is a blow to the company. There’s a certain irony that this breach in the relationship between Amazon and Google has occurred in a week when we’ve seen signs of detente between each of these two companies and Apple, with Amazon again selling Apple TV hardware and Apple replacing Bing with Google as the search engine in Siri and OS-level search in its devices. I joked on Twitter that it’s almost as if there’s some universal equilibrium of big tech companies not playing nicely with each other that has to be maintained.

    Of course, this is all part of the broader ongoing competitive dynamic between these various companies, which all need each other to varying degrees but often place limits on their interactions in areas where they can afford to do so. Though Amazon says the decision was unilateral and unexplained, Google said the implementation of YouTube on the Echo Show violated its terms of service, which makes you wonder whether the companies launched in a hurry and agreed to settle terms later, or whether Amazon simply built the YouTube app without Google’s input and hoped it wouldn’t mind. My guess is that the ToS violation in question here revolves around the lack of options for managing a YouTube account – I sent my Echo Show back after testing it for a review, but if I recall correctly, many of the standard YouTube features on other platforms were not available there, which was reflective of the Echo Show’s broad limitations on interactivity and functionality, something I pointed out in my review. YouTube was in some ways very much behind a platform wall which Amazon erected in front of it, and it seems Google finally decided it had had enough.

    It’s worth remembering that Google and Amazon compete directly across several areas and have limited their cooperation in several others as a result: they compete in voice assistants and devices, for starters, but also in cloud services, in product search, in tablets (albeit indirectly), in grocery deliveries, in TV boxes, and so on. And as a result there have been limits to their cooperation – Amazon stopped selling Chromecast devices a while back and generally doesn’t participate in the Google Shopping feature alongside other major retailers, and appears to have resisted adding Chromecast features to its video apps. It’s possible that Google pulling YouTube was a way to exert pressure to get Amazon to sell Chromecast devices again as it has Apple TV devices – the timing likely isn’t coincidental. And Google certainly has far more leverage in this spat than Amazon – the Echo Show is a meaningless contributor to YouTube’s overall success, but the presence or absence of YouTube on the Echo Show is a much bigger deal for that device and its appeal. I don’t think Google will be in any hurry to settle the dispute unless it’s able to extract some concessions, and I wouldn’t be surprised if that includes Amazon selling Chromecasts again.

    via The Verge

    Amazon Adds Voice Control to Music Apps, Says Alexa Use Now Bigger Than Mobile (Sep 26, 2017)

    Amazon is adding voice control features to its mobile music apps for iOS and Android to give users more ways to control their music even when they’re not using an Echo or other Alexa-enabled device. That’s a logical place to extend Alexa functions given that music playback is a major use for voice speakers, and the symbiosis between the two has already made Amazon Music a much more widely used service over the last couple of years that it would have been otherwise. A recent survey I ran suggested that under 20% of US Prime subscribers use the music feature, but even at 20% that would be millions of users in the US alone, and I would guess many of those are likely Echo users. Adding a voice feature to a third party app still isn’t nearly as convenient as invoking it from an external button or a voice command from the lock screen, but for those committed to Amazon’s ecosystem, this is still a useful value-add. We’re going to see the connection between voice and music become considerably stronger over the next few years, with Apple’s entry into voice speakers through the HomePod as well as Sonos’s announcement next week. A big question is whether voice becomes an important way to drive playback on mobile as well as in the home – voice assistant use on mobile remains fairly low overall and high mostly in specific circumstances like while driving, but that could change as assistants get more sophisticated in understanding commands relating to music, something Apple’s clearly been working on lately.

    via WSJ

    ★ Amazon is Reportedly Working on Voice Glasses and Home Security Cameras (Sep 20, 2017)

    The Financial Times reports that Amazon is working on two new hardware categories: Alexa voice assistant-enabled glasses, and home security cameras which would integrate with Alexa hardware in various ways. The home security camera seems by far the less surprising of the two, given that it’s one of the bigger existing smart home market segments and a logical extension of what Amazon is doing with its Echo line (including the Echo Look, which already incorporates a camera). But it’s the voice-enabled glasses that are both surprising and somewhat baffling as a concept, especially because there’s no ostensible connection between glasses – a primarily vision-oriented product – and Alexa, a product centered on the ears. It sounds like the glasses are a way to hide bone-conduction audio in a less nerdy way than a bluetooth headset would, but for those who don’t normally wear glasses, aren’t they at least as nerdy, not to mention conspicuous? There’s arguably some logic to using bone conduction as a technology because it doesn’t block the ear in the same way as earbuds and headphones, but I’m really not convinced that glasses are the best way to deliver that experience. It’s also worth noting by way of context that Amazon has arguably never had a successful personal consumer device. Its one earlier attempt – the Fire Phone – was a huge failure, and all of its other devices are arguably less personal and more shared devices, often with fairly uninspiring industrial design which makes me skeptical that Amazon knows how to create appealing personal products. Given that the FT says both of these products could launch by the end of the year, I guess we’ll see the details soon enough, but I’m enormously skeptical on the glasses though the cameras seem like they’ll sell well, albeit now with stronger competition from Nest.

    via Financial Times

    Roku Appears to be Building Voice Assistant Capabilities, Doubles IPO Target (Sep 18, 2017)

    Variety’s Janko Roettgers has been putting two and two together in the form of various job postings and LinkedIn profiles and posits that they add up to Roku working on a smart voice speaker, likely to work alongside either its own hardware or its platform partners’ TVs. The context, of course, is both Apple and Amazon offering voice interfaces for their TV boxes, while Roku’s own efforts are fairly thin in this area. Janko suggests Roku might be working on a companion device which could be sold as an accessory to TVs, but the functionality could presumably also be built into Roku’s own TV boxes in future. Voice control of TVs is starting to become a bigger deal, with not only Amazon and Apple’s direct efforts, but Chromecast integration with Google Home, and third party partnerships like DISH’s integration with Alexa, which is supposed to be very good. Comcast, too, offers pretty decent voice features on its X1 set top box platform. So, even though Roku’s focus going forward is less on hardware and more on its platform, it realizes it needs to build certain hardware features if it’s to remain competitive. I would argue, though, that this doesn’t require Roku to build its own voice assistant, and it would probably get to market faster with a better product by building on top of Alexa, although of course that means ceding some control to one of its biggest competitors. Alexa is, at least familiar to many users, whereas Roku would be starting essentially from scratch, with no potential at all for creating an assistant people could use outside their living rooms.

    In related news today, Roku has raised its IPO target, now planning to raise $252 million, up considerably from the first figures it released with its S-1 filing.

    via Variety

    Amazon’s Next Fire TV Hardware Leaks, Will Have Alexa Support Even When TV is Off (Sep 11, 2017)

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    Amazon is Adding Kid-Focused Skills and Parental Controls to Alexa (Aug 31, 2017)

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    Google Assistant Coming to More Speakers, Will Control Appliances (Aug 30, 2017)

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