Important Note
Tech Narratives was a subscription website, which offered expert commentary on the day's top tech news from Jan Dawson, along with various other features, for $10/month. As of Monday October 16, 2017, it will no longer be updated. An archive of past content will remain available for the time being. I've written more about this change in the post immediately below, and also here.
Uber Under Investigation for Testing Otto Trucks in California (May 26, 2017)
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IDC Adjusts Forecast PC and Tablet Growth Downward (May 26, 2017)
IDC has adjusted its combined PC and tablet forecast downwards by several percent, with the overall picture one of shrinkage through next year followed by modest growth from 2019 to 2021. Within that broad category, desktops and standalone tablets are forecast to decline strongly, while laptops will grow slightly and “detachable” tablets (those made to be used with keyboards) will grow the fastest. IDC says it’s revising its forecast downward because those detachables aren’t growing as fast as it had thought. It’s also worth noting that any growth that exists right now in the market is entirely in the commercial market, while the consumer PC market (even including tablets) continues to shrink). It’s also worth noting that even in 2021, IDC forecasts that those detachable tablets will only be 11% of the total market. We’re continuing to see a diversification of the PC market across these various categories as both vendors and consumers try to figure out which combinations of tablet and laptop form factors and features work best, with much of the action so far at the premium end of the market. Things could get interesting (and move off IDC’s forecast trajectory) if we start to see some meaningful competition in that detachable space from vendors targeting the mid market, but there’s little sign of that happening yet.
via IDC
★ Apple is Developing a Dedicated AI Chip (May 26, 2017)
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DirecTV Now Struggling to Grow, Says Bloomberg (May 26, 2017)
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Tesla Releases Model S / Model 3 Comparison to Clear up Confusion (May 26, 2017)
This comparison leaked earlier in the week but Tesla has now made it official by posting it on its website (and Elon Musk pointed to it in a Tweet overnight). The only reason I’m including it is here is that it’s a great illustration of the hole Musk dug for himself with his puerile naming strategy for the Model 3 (he originally intended to name it the Model E, making the three current models the S, E, and X, but Ford objected so he flipped the E to a 3). That strategy has led many people to believe the Model 3 is the third iteration of the Tesla and therefore better than the other two models on offer, something Musk has been somewhat frustratedly trying to rectify for the last few months. This comparison, therefore, which is coming out months if not years ahead of the actual availability of the Model 3 to new buyers, seems almost entirely designed to clarify that confusion. Even the introduction makes the point Musk has been hammering home via Twitter recently: “Although it will be our newest vehicle, Model 3 is not “Version 3” or the most advanced Tesla”. All the specific side by side comparisons make clear that the Model 3 is indeed substantially inferior to the Model S – slower acceleration, shorter range, paid versus free supercharging, smaller passenger and cargo space, and so on. Again, this problem is entirely of Tesla’s own making, but also reflects an old problem in the tech industry: the Osborne effect, in which announcing a new version of a product while still trying to sell an earlier one reduces sales of the one currently available. This is just a unique spin on that particular problem given that the Model 3 isn’t actually a successor to the Model S.
via Tesla
Samsung Surface Competitor Gets Poor Reviews (May 26, 2017)
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Mid-Tier TV Networks Dial Back Spending on Original Content (May 25, 2017)
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Uber’s HR Head Disingenuously Downplays Harassment and Discrimination Issues (May 25, 2017)
In what’s really not a great sign ahead of the release of Uber’s “independent” investigation into its workplace culture, it’s HR head has said she has found that discrimination and harassment really weren’t major issues internally relative to other employee concerns. That doesn’t really answer several other questions including whether they are issues at all, and whether perhaps employees don’t feel comfortable sharing their real feelings with internal management for all the reasons others have said. It’s still possible that the investigation will reach different conclusions, but this quote feels tone deaf and designed – as with past comments from board member Arianna Huffington – to get the retaliation in first. That doesn’t seem likely to be successful: the reaction I’ve seen on Twitter today to the quotes in the piece has been very negative.
via USA Today
Apple Watch Tops Heart Rate and Calorie Measurement Rankings in Stanford Study (May 25, 2017)
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Texas Lawmakers Overrule Austin Ride Sharing Rules, Uber & Lyft to Return (May 25, 2017)
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Apple News Hires Former New York Magazine Editor as First Editor in Chief (May 25, 2017)
In our second news item about proprietary news formats today, Apple has hired Lauren Kern as its first Editor in Chief for Apple News. She was previously executive editor at New York Magazine and then took on more of a managerial role across several publications owned by the parent company. Apple has lots of editors today, but their role is curatorial rather than truly editorial, and I wonder if that will change with Kern’s appointment. Apple is purely an aggregation platform for today, but we could see it do more with pulling news together on a particular topic and perhaps highlighting the best coverage. Kern’s magazine background might also suggest a focus on more long-form content, which Apple could either continue to curate or perhaps begin to create or commission itself. Apple News as a platform has done relatively well, driving some decent traffic for at least some publishers, but doesn’t have nearly the reach of Facebook’s Instant Articles or the Google-led AMP format. It’s also at the early stages from a monetization perspective, offering only ads as a business model broadly and then subscriptions only for a handful of publications today. I would expect the subscription model to open up later this year, probably with an announcement at WWDC in a couple of weeks, so that would be another interesting angle for Kern to work on.
via 9to5Mac
Facebook Builds Google AMP and Apple News Tools into Instant Articles SDK (May 25, 2017)
I’m generally a skeptic of proprietary or customized forms of web publishing because I believe they create extra work for publishers, which in turn takes us back to earlier eras when smaller publishers weren’t able to compete with larger publishers on a level playing field (this is something I’ve written about in detail here). But they also have other objectionable aspects, including making some very powerful companies more powerful. Facebook’s Instant Articles is a great example of all that, and it’s struggled to gain momentum in part because it’s not clear to most publishers that it actually helps them make more money than simply linking out to their sites, and in part because it doesn’t support any kind of payment method today. Facebook’s Journalism Project, on the other hand, is supposed to address some of publishers’ frustrations, and as part of Facebook’s response to those frustrations, it’s tweaking its SDK for Instant Articles to add support for the Google-led AMP format and eventually also for Apple News. That could help assuage concerns about having to publish in four different formats separately (FB IA, AMP, Apple News, and the web), but it’s obviously only helpful to those publishers big enough or tech-savvy enough to work with an SDK and a custom CMS to feed it. And it does nothing to address the very real monetization issues or the sense of loss of control that has caused some publishers to pull back from Instant Articles lately. This feels like an inadequate bandaid rather than a real solution. Above all, Facebook needs to bring on the monetization tools pronto.
via Facebook Media
T-Mobile Brings Digits Virtual Number Service Out of Beta May 31st (May 25, 2017)
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★ Lenovo Reports March Quarter Earnings (May 25, 2017)
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Facebook Signs Original Video Content Deals Using Two Different Models (May 24, 2017)
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iPhones and Samsung Galaxy Models Lead US Smartphone Satisfaction Rankings (May 24, 2017)
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Drivers Trust Carmakers More than Tech or Ride Sharing Companies for Autonomy (May 24, 2017)
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Microsoft Xbox Game Pass Will Launch in June (May 24, 2017)
Microsoft first announced the Xbox Game Pass subscription service back in February, but as I don’t seem to have covered it then it’s worth briefly talking about now, as the launch date has been announced today. The subscription is a sort of Netflix for Xbox games, featuring 100 games at any given time, though the specific titles will rotate in and out over time much as movies and TV shows do with Netflix’s library. It costs $9.99 per month and users will be able to download the games and play them as long as they remain available and the user remains a subscriber (Sony’s equivalent service merely streams games, so that’s one competitive differentiator). The service is notable mostly for the fact that it’s yet another example of a content category that’s traditionally been transactional moving to a subscription model, a trend captured in the Subscription Everything narrative here on the site. That’s both a better fit for many consumers who would rather pay a smaller amount monthly than big lump sums infrequently, and a more predictable revenue stream for Microsoft, which has already shifted to annuity models for other aspects of its business. From a consumer perspective, the subscription seems like a good deal – just the eight featured titles Microsoft highlights in the service at present are priced at an average of around $20, versus $10 to play all of them and lots more for a whole month. We’re going to continue to see more and more content consumption move to subscriptions, squeezing out those providers which continue to sell using only by-the-drink models, though there will always be those consumers who prefer to purchase at least some content that way.
via The Verge
Snapchat is Struggling to Grow Partly Because Evan Spiegel Trusts Gut Over Data (May 24, 2017)
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T-Mobile Offers to Pay Off iPhone or Pixel for Customers Switching from Verizon (May 24, 2017)
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