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.
★ Waymo and Lyft Partner Over Self-Driving Cars (May 15, 2017)
The New York Times reported last night that Alphabet autonomous driving unit Waymo and ride sharing company Lyft are partnering around self-driving cars. There aren’t many details, but it’s worth noting that Lyft already has GM as an investor and partner, and GM has its own autonomous driving technology through its Cruise Automation subsidiary. But the brief Lyft statement on the partnership described Waymo’s technology as the best out there, which certainly matches my own perception but likely wasn’t well received at Cruise. But the partnership is a concession by Lyft that it needs its partnerships in autonomy to move much faster to compete in autonomous driving with Uber, which of course is developing its own technology, and a concession by Waymo that it likely won’t be building a ride sharing network at scale on its own. Even though the situation is complicated somewhat by Alphabet’s investment in Uber through GV, Waymo and Lyft certainly have a common enemy in Uber at the moment, and joining forces makes a ton of sense. Waymo has the autonomous technology but not ride sharing expertise or scale, while Lyft has the ride sharing scale but no expertise in autonomy. As I’ve said before, though a number of tech companies are trying to play in one of the three major shifts in transportation – autonomy, electrification, and mobility as a service – few are serious players in more than one of those domains. Partnerships are therefore going to be key for most of them, although acquisitions (including a possible eventual Waymo-Lyft acquisition) would be another eventual outcome.
Google’s Education Strategy Profiled in New York Times (May 15, 2017)
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★ Apple Acquires Dark Data Analysis Company Lattice Data, Reportedly for $200m (May 15, 2017)
It emerged over the weekend that Apple has acquired Lattice Data, a company which specializes in analyzing unstructured data like text and images to create structured data (i.e. SQL database tables) which can then be analyzed by other computer programs or human beings. TechCrunch has a single source which puts the price paid at $200 million, and Apple has issued its usual generic statement confirming the acquisition but offering no further details. It’s worth briefly comparing the acquisition to Google’s of DeepMind in 2014: that buy was said to cost $500 million and was for 75 employees including several high profile AI experts, though it was unclear to outside observers exactly what it was working on, while this one reportedly brought 20 engineers to Apple and has several existing public applications and projects to point to. Lattice is the commercialized version of Stanford’s DeepDive project, which has already been used for a number of applications involving large existing but unstructured data sets. Lattice has a technique called Distant Supervision which it claims obviates the need for human training and instead relies on existing databases to establish links between items that can be used as a model for determining additional links in new data sets. It’s not clear to me whether the leader of the DeepDive team at Stanford, Christopher Ré, is joining Apple, but he was a MacArthur Genius Grant winner in 2015 and this video from MacArthur is a great summary of the work DeepDive does (there’s also a 30-minute talk by Ré on the DeepDive tech). Seeing Apple make an acquisition of this scale in AI is an indication that, despite not making lots of noise about its AI ambitions publicly, it really is serious about the field and wants to do better at parsing the data at its disposal to create new features and capabilities in its products. It’s entirely possible that we’ll never know exactly how this technology gets used at Apple, but it’s also possible that a year from now at WWDC we hear about some of the techniques Lattice has brought to Apple and applied to some of its products. Interestingly, the code for DeepDive and related projects is open source and available on GitHub, so I’m guessing Apple is acquiring the ability to make further advances in this area as much as the technology in its current form.
via TechCrunch
Weekly Narrative Video – AR vs VR (May 12, 2017)
This week’s Narrative Video covers the “AR vs VR” narrative, and is available now to subscribers on the AR vs VR narrative page. In this video, I discuss the debate about terminology between AR, VR, and Microsoft’s preferred “Mixed Reality”. But I also talk about the current state of both VR and AR and how I see both playing out over the rest of the year. The narrative has been in the news this week, with Microsoft making announcements about mixed reality at Build, and Magic Leap both reaching out to developers and creatives and allegedly readying another round of funding. If you’re not yet a subscriber, you can sign up for a free 30-day trial to see this and other Weekly Narrative Videos, all this week’s posts and the narrative essays, which are exclusive to subscribers.
Malware Leveraging Leaked NSA Windows Hacking Tools Triggers Widespread IT Meltdown (May 12, 2017)
The UK National Health Service and many other corporate and government systems around the world are being attacked by ransomware which is enabled by NSA hacking tools for targeting Windows leaked earlier this year. Though Microsoft issued a patch for the affected vulnerability in March, many organizations haven’t applied those patches, which is not uncommon especially in large distributed organizations with many computers not “owned” by a particular end user or subject to any blanket policy on such updates. Though the motive appears to be financial – the hackers are demanding bitcoin in return for unlocking the affected machines – its immediate impact has been disruption, as operations have been canceled and medical centers closed, among other things. It’s a salutary lesson on the importance for both individuals and business of applying OS upgrades and patches in a timely fashion, but also of the vast reliance on aging machines and software across the corporate world. It’s also the kind of thing that’s dramatically less likely to affect web-based or more locked down systems like ChromeOS, Apple’s iOS or macOS, or even Microsoft’s new Windows 10 S. But given the prevalence of older versions of Windows in enterprises and government departments, that’s not going to help much anytime soon.
via BuzzFeed
Apple Allocates First Money from US Manufacturing Fund to Corning (May 12, 2017)
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Google Announces Modular Android Base to Simplify OEM Upgrades (May 12, 2017)
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Samsung Splitting Chip Division Into Foundry and System Units (May 12, 2017)
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Microsoft Announces Details Around Windows 10 on ARM (May 12, 2017)
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Sprint and T-Mobile Holding Informal Merger Talks (May 12, 2017)
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Amazon Investing in Distribution for Increased Furniture Sales (May 12, 2017)
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Some UK Advertisers Still Staying Off YouTube (May 12, 2017)
As a reminder, the boycott of YouTube and Google which began a couple of months ago kicked off in the UK, where some high-profile press coverage of major brands’ ads showing up next to undesirable content caused some brands to pull their advertising from YouTube and in some cases Google’s other platforms. Although the hubbub over the boycott both there and here seems to have died down considerably, especially after Alphabet itself played down the impact in its recent earnings call, there are still advertisers which are staying off Google’s platforms in the UK. This article lists several ongoing holdouts including Channel 4, Marks & Spencer, Toyota, Tesco, and Pepsi, while others including McDonalds and RBS have returned. The quotes from marketers in the article makes clear that this is still about more than just dodgy content and extends to other frustrations advertisers have with online ad platforms, and that they’re using the boycott as a way to apply pressure to achieve those other aims.
via Marketing Week
HP Laptops with Conexant Secretly Maintain Log of Keystrokes (May 12, 2017)
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Improbable, Platform for Building Immersive Worlds, Raises $502m (May 11, 2017)
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Uber’s Bid to Move Waymo Case to Arbitration Fails (May 11, 2017)
We’ve already seen some juicy stuff come out of the Uber-Waymo case, and we’ve only been in the preliminary stages of the lawsuit. Uber had therefore understandably moved to have the case decided in arbitration rather than open court, away from public eyes, but it has today failed in that attempt as a judge decided the case will be heard in court as Waymo wanted. That, in turn, means we’ll likely have lots more details about Uber and Anthony Levandowski’s actions aired in court, something Uber likely desperately wanted to avoid given all the bad press it’s already had since the beginning of the year over its support for the Trump administration, its toxic culture, its CEO’s treatment of drivers, and so on and so forth. And of course, there’s still the possibility the case ultimately goes against Uber, though based on the preliminary hearings it sounded like Waymo hadn’t yet found its smoking gun in proving that Uber and Levandowski stole and used confidential information. However, the judge has referred the case to the US Attorney for consideration as a criminal case as well, so things just keep getting worse for Uber here. see also this Axios piece, which not only does a better job of explaining the situation with regard to arbitration but includes a rebuke of Uber by the judge. And lastly notes that Waymo has been granted a partial injunction against Uber, though the details remain secret.
via Reuters
Netflix’s Cannes Movies Blocked From Release in France by Film Board (May 11, 2017)
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Sprint and Windstream Sue FCC Over Telecom Price Deregulation (May 11, 2017)
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Uber Will Release its Internal Investigation Results Week of June 5 (May 11, 2017)
Uber says its delayed report from its internal investigation into reports of harassment and other issues will finally be made public the week of June 5. The report was due to have published earlier but was pushed back when those leading the investigation said they needed more time, which seemed at the time as a sign that key personnel at Uber weren’t cooperating with the investigation. That’s going to be a busy week for news, with Apple’s WWDC keynote on the Monday, but I would guess this report will attract plenty of attention anyway. As has been the case from the start, the big question is how honest and critical the report ends up being, because if it’s anything less than forthright it will do more harm than good.
via Recode
★ Microsoft Makes Windows- and Device-Centric Announcements at Build (May 11, 2017)
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Magic Leap Invites Developers and Creatives to Get in Touch (May 11, 2017)
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