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.

Each post below is tagged with
  • Company/Division names
  • Topics
  • and
  • Narratives
  • as appropriate.
    Google Home Vs. Amazon’s Alexa: 54 Questions, 1 Clear Winner – Forbes (Apr 7, 2017)

    This is a fun little comparison done by a user in the UK of the ability to the two major home smart speaker units to answer 54 questions. Google Home wins in the end, with 32.5 answered correctly, to 19.5 for Echo/Alexa. The questions were a mix of simple and challenging, and the user was in the UK and asked quite a few UK-specific questions, taking advantage of the fact that both devices recently launched there. But it’s a great illustration of both how Google has the existing skillset to do really well in this category, and also the fact that all these assistants have some way still to go to answer all the questions users might reasonably expect them to deal with.

    via Forbes


    The Trump administration no longer wants Twitter to reveal the owner of an anti-Trump account – Recode (Apr 7, 2017)

    Just a quick update on yesterday’s item about the USCIS’s fight with Twitter over revealing who was behind an account critical of the administration. It appears the administration has now backed off and so the lawsuit Twitter filed has been ended as well. What I’d love to know is why – whether calmer heads prevailed and someone in the government realized this was a fight it couldn’t win, or something else happened. Either way, what would have been a big test for Twitter and the administration now won’t be.

    via Recode


    For The First Time, Apple Drops Below Microsoft In J.D. Power’s Tablet Survey – Fast Company (Apr 7, 2017)

    This is symbolically hugely important, because these are just the kind of stats that Apple likes to roll out on earnings calls and so on to highlights the strength of its products, far more so than market share or other statistics (though it often focused on percentage satisfaction rather than rankings per se). As the article makes clear, though, even though this is the first time Apple has dropped behind Microsoft, it’s not the first time it’s been beaten, as Samsung did so earlier. As is often the case with these rankings, you end up wishing the data were a little more transparent. For example, Microsoft apparently beat the iPad on Internet connectivity despite the fact that iPads offer 4G LTE as well as WiFi, which makes me wonder to what extent the ratings reflect the expectations people have of particular brands. In other words, are people pleasantly surprised that the Surface does certain things well, whereas others would expect the iPad to do those things well and therefore give it lower scores? Adjusting for those expectations would be tough, and I doubt JD Power does so. I also wonder to what extent Surface owners self-select into a much more narrow set of use cases for which the Surface is uniquely well suited, whereas the iPad is more of a general purpose device used by a far wider range of use cases, not all of which by definition it’s designed for. At any rate, it’s worth keeping an eye on this over time. Some of the other commentary in the article here is a little overblown – one thing is for certain: iPads massively outsell Surface computers of all shapes and sizes, so any idea that Surfaces are somehow displacing iPads in large numbers is nonsense.

    via Fast Company


    Uber responds to Google lawsuit over self-driving cars – Business Insider (Apr 7, 2017)

    We finally have a fleshed-out response from Uber to the Waymo lawsuit over stealing of LIDAR technology, and it doesn’t do much more than muddy the water over this issue. The biggest sticking point here is that Anthony Levandowski, who is alleged to have stolen files from Waymo before he left and used these to develop LIDAR technology at Otto and then Uber, refuses to cooperate with the investigation, and Uber refuses to compel him as an employee to cough up the files. Uber also argues that its LIDAR design is different in key respects from Waymo’s and therefore that it clearly hasn’t been copied from it. The judge seems to be highly skeptical of Uber’s claimed inability to do anything with regard to the Levandowski files, and seems minded to grant at least a temporary injunction against Uber’s LIDAR technology. Uber’s claims that such an injunction would significantly harm its business seem like nonsense – this technology has nothing to do with its core business today and is merely being tested in a few cities. A longer-term injunction would obviously be more damaging because it would stop Uber from advancing the technology, but in and of itself that’s not a valid argument against such an injunction should the judge determine that the design was copied. Lots more to come on this, no doubt.

    via Business Insider


    Microsoft’s cheaper mixed reality experience is similar to HoloLens, but there are limitations – Mashable (Apr 7, 2017)

    When Microsoft held its Surface event back in October last year, one of the quick announcements it made towards the end was that OEMs would be producing VR headsets starting at $299. At the time, I said “Microsoft’s promotion of VR headsets from its OEM partners today is the first sign we’ve seen that Microsoft might be rethinking its focus on augmented rather than virtual reality. Given that HoloLens is likely to continue to struggle to achieve mainstream appeal, supporting a more consumer-friendly VR push by laptop makers is a smart move, although $299 PC-based VR solutions may struggle against smartphone-based versions at $100-200 which are more portable.” I still feel pretty much the same way about this, and it’s interesting that – despite the Windows Mixed Reality branding – these are basically VR rather than AR headsets. That’s a concession that VR is where the action is today, is the space at least some consumers already understand, and is frankly where all the content is today too. These new devices also reinforce the obvious compromises made when bringing price points down: the lower PC standards and cheaper hardware will make these VR headsets less powerful than either HoloLens or Oculus or HTC Vive hardware. There’s therefore an important question about whether this in-between space will gain any traction versus the cheap and basic mobile VR experiences provided by Gear VR and Daydream VR at one end and the high-end stuff being produced by HTC, Oculus, and Playstation.

    via Mashable


    Google expands fact-checking effort to all searches worldwide – Search Engine Land (Apr 7, 2017)

    This is the second fake news-combatting announcement this week, after Facebook’s announcement about teaching users how to spot fake news yesterday. This is one of the broadest and most direct steps Google has taken in this area, and will specifically flag particular news articles or other sites with an additional link to a fact checking site such as Snopes or PolitiFact with a brief summary of who is making a claim and whether those sites consider it to be true. This is somewhat similar to Facebook’s effort to flag fake news, but the big difference is that it will be done algorithmically through special markup those sites will use, which will be picked by Google’s crawlers. That should mean that at least in some cases Google will flag something as false long before Facebook will, and I’d hope that Facebook would move to do something similar over time too.

    via Search Engine Land (Google’s blog post here)


    Lyft raises more than $500m, giving it a new valuation of $6.9bn – Financial Times (Apr 6, 2017)

    There were reports about new fundraising for Lyft a while back, and it looks like it’s now completed a decent-sized round at a significantly higher valuation than its last round a year ago. The FT article also suggests that Lyft has been benefiting from Uber’s recent troubles, though there’s actually been little evidence of that and some to the contrary. It’s still smart for Lyft to raise funding and fuel its rapid expansion in the US during this time, but there’s no guarantee that it’ll be able to gain meaningful share as a result given that it seems to have been able to do little of that even in what’s been a disastrous period for Uber on the PR front.

    via Financial Times


    Samsung sees bounce in Q1 ahead of Galaxy S8 – CNET (Apr 6, 2017)

    The first part of this article suggests that the strong Q1 results Samsung is forecasting would be a bounce back from the Note7 debacle, but the reality is that Samsung already saw that bounce back in Q4 2016, which was its best-ever quarter for operating margins and flat revenues year on year despite the hole left by the Note7. This quarter would improve margins still further while also potentially maintaining flat or slightly increased revenues year on year again. What Samsung doesn’t tell us in these preliminary results notices is where the money is coming from, but last quarter semiconductors made a big contribution, and it’s likely that this division is the big hero again this quarter. It’s by far the company’s most profitable division, and although it contributes less revenue than the mobile segment, its contribution has been growing there too. So although the Note7 rebound narrative is attractive, this is really about components not phones, as the phone business continues to be roughly stagnant rather than thriving.

    via CNET


    Google Develops Federated Machine Learning Method Which Keeps Personal Data on Devices (Apr 6, 2017)

    This is an interesting new development from Google, which says it has created a new method for machine learning which combines cloud and local elements in a way which keeps personal data on devices but feeds back the things it learns from training to the cloud, such that many devices operating independently can collectively improve the techniques they’re all working on. This would be better for user privacy as well as efficiency and speed, which would be great for users, and importantly Google is already testing this approach on a commercial product, its Gboard Android keyboard. It’s unusual to see Google focusing on a device-level approach to machine learning, as it’s typically majored on cloud-based approaches, whereas it’s been Apple which has been more focused on device-based techniques. Interestingly, some have suggested that Apple’s approach limits its effectiveness in AI and machine learning, whereas this new technique from Google suggests a sort of best of both worlds is possible. That’s not to say Apple will adopt the same approach, and indeed it has favored differential privacy as a solution to using data from individual devices without attributing it to specific users. But this is both a counterpoint to the usual narrative about Google sacrificing privacy to data gathering and AI capabilities and to the narrative about device-based AI approaches being inherently inferior.

    via Google


    FCC Chief Ajit Pai Develops Plans to Roll Back Net Neutrality Rules – WSJ (Apr 6, 2017)

    Consistent with the FCC’s position on internet privacy rules, it appears it wants to shift enforcement of net neutrality principles to the FTC as well, which also suggests Ajit Pai isn’t opposed to net neutrality rules in some form, though perhaps a watered down one. Importantly, though, the FTC doesn’t have prescriptive rule making power in these areas, typically only acting after the fact to punish breaches of rules or regulations, which is a subtle but important shift in how net neutrality has been regulated so far. And as with internet privacy, it’s entirely possible that we’ll see a similar break between when the FCC ditches rules and the FTC picks them back up again, which will no doubt lead to a similar outcry to the one we’ve just seen over those privacy rules.

    via WSJ


    Gear VR Most-Used Headset, Daydream Barely Registers at VR Porn Site – Variety (Apr 6, 2017)

    It’s unfortunate that we have to rely on stats from a porn site to measure VR market share, but beggars can’t be choosers. Obviously, there may be reasons why the usage this site sees isn’t representative of the market as a whole, but the numbers here are far from surprising: Gear VR is by far the largest chunk of usage, which absolutely aligns with the numbers we’re seen in terms of devices sold / in use. Google’s Daydream, meanwhile, has a tiny fraction of the market, which is also unsurprising given its relative newness and the limited distribution of headsets and compatible phones. Gear VR has become the de facto standard for Android VR and mobile VR more broadly, and Daydream VR will only do well if essentially every other Android vendor supports it in their handsets and pushes it aggressively to consumers. So far, that hasn’t happened, with predictable results.

    via Variety


    One in five Facebook videos is Live as it seizes the verb – TechCrunch (Apr 6, 2017)

    This is the first real quantification we’ve had of live video which puts it in context of Facebook’s overall video volumes, and on the face of it looks pretty good. For one fifth of all video shared on the platform to be live is impressive. On the other hand, I’m not sure how much video I see shared on Facebook by my own friends, but it’s not that much, so perhaps between regular users and brands and so on that makes a certain amount of sense. I’d be far more curious to know what percentage live makes up of video consumed on Facebook, because I suspect that’s a far smaller number, and arguably that number matters a lot more than what’s uploaded. After all, Facebook only really benefits from the viewing end of the equation.

    via TechCrunch


    Facebook Wants To Teach You How To Spot Fake News On Facebook – BuzzFeed (Apr 6, 2017)

    Facebook seems to be taking its responsibility to help police fake news ever more seriously, and today announced another step in that effort: showing users a popup card at the top of their feed which offers to teach them how to spot fake news. I’d love to think this could make a meaningful difference in people’s ability to discern truth from error, but realistically the kind of people who most need this training will be least likely to click on it, in part at least because Facebook’s previous efforts in this area have been seen as partisan rather than neutral by those most likely to read, believe, and share fake news. But it’s good to see Facebook trying, and it may at least give some more moderate users pause before they share fake news on the site.

    via BuzzFeed


    Snapchat adds goal-based bidding for app install ads to rival Facebook – Business Insider (Apr 6, 2017)

    App-install ads can be a pretty lucrative source of revenue for online advertising platforms, because at least some ads pay out at a high rate for a successful ad-driven installation. Given Snapchat’s lock on a particular demographic, app-install ads could provide useful new revenue and boost its relatively low ARPU. There was a time when app-install ads were thought to account for a pretty significant chunk of Facebook’s overall revenue, though that’s long since passed (and was likely exaggerated even at the time). App-install ads remain a small minority of overall online advertising, so we shouldn’t expect Snapchat’s ad revenue trajectory to change dramatically off the back of this, but it should be useful new revenue nonetheless.

    via Business Insider


    Facebook’s AI assistant will now offer suggestions inside Messenger – The Verge (Apr 6, 2017)

    This change was reported by The Information a while back but has now been confirmed by Facebook: the M hybrid human-virtual assistant Facebook was testing last year has now been released in a much reduced and entirely AI-based role inside of Messenger. That makes a ton of sense and it sounds like Facebook has been successfully testing this feature for a while with positive user response. The only worry I’d have is that it could be seen as invasive or intrusive, both in the sense of invading users’ conversations uninvited and in the sense that it will appear to be “listening” to users’ conversations for key words and phrases that will trigger that intervention. Privacy isn’t a one-size-fits-all thing – everyone has their own preferences and tolerances for the tradeoffs online services can sometimes entail – so I’d expect to see a range of reactions from delight to outrage.

    via The Verge


    WPP Drops as Major Client Unilever Slashes Advertising Costs – Bloomberg (Apr 6, 2017)

    I’m tagging this against Alphabet/Google even though there’s no explicit connection here, simply because that company is by far the biggest beneficiary of online advertising spend, and this story suggests that we may see lower spend going forward as some of the world’s largest advertisers start to cut their marketing budgets. As of right now, there are only some early warning signs, with Unilever signaling cuts, but this could easily be the beginning of a much bigger pullback, which could affect not just Google but Facebook and other online ad players. The article cites some other softness in the overall advertising space, and we’ll have to see if this turns into a meaningful drop in spending across the board or just ends up being a minor dip (and whether either of those affects digital advertising specifically).

    via Bloomberg


    Twitter unveils a new API platform, roadmap and vision for its developer community – TechCrunch (Apr 6, 2017)

    Twitter has had a rocky and confusing relationship with developers over the years. Early on, it relied heavily on developers and encouraged them to build apps, but then it pulled back from that strategy and also made it harder for developers to create standard Twitter apps in competition with its own. And then it built and subsequently sold off a set of developer tools. So developers could be forgiven for being a little wary of another developer push from Twitter. But the moves Twitter announced today seem largely sensible and should move the company’s developer platform along nicely, aligning the mainstream REST and streaming APIs with its enterprise-grade GNIP APIs, and adding new functionality both today and through 2018 to improve and expand its offerings. All of that should make it easier for developers to build apps to hook into Twitter and take advantage of its data for a variety of purposes, as well as using Twitter as a customer service channel. That’s all good stuff, and if Twitter hasn’t alienated developers entirely, it should help rebuild that relationship over time too, with at least some of them.

    via TechCrunch


    YouTube Cracks Down on Fake Channels by Setting 10,000-View Minimum Before Serving Ads – Variety (Apr 6, 2017)

    As I’ve said essentially from the beginning of the advertiser boycotts of YouTube, one easy way for the company to resolve at least some of the issues would be to raise thresholds on the channels and videos that could carry ads, and it looks like YouTube is now taking baby steps in this direction, albeit in the apparent context of impersonation rather than other content issues. Channels will now have to earn 10,000 views of their videos before they can fully join the YouTube Partner Program and begin serving ads, which should help weed out some troublesome channels before they get to the point of monetization. As of right now, that should have only a tiny effect on the ability of creators in general to monetize their YouTube activity – 10,000 views generate such a minimal amount of ad revenue that this isn’t going to hurt anyone’s ability to make money. As long as the threshold stays at this low level, then, this might be a relatively painless way to introduce at least a low bar to monetization on YouTube.

    via Variety


    Twitter is suing the government for trying to unmask an anti-Trump account – Recode (Apr 6, 2017)

    A new front has just opened up in the war between the Trump administration and the tech industry: Twitter is suing the government after it attempted to compel Twitter to reveal the identity of the people behind the @Alt_USCIS Twitter account. That account is allegedly maintained by employees of the US Citizenship and Immigration Service and has been highly critical of the Trump administration and its policies on immigration. In and of itself, that seems like no legal justification at all for unmasking the account’s owners, and that’s why Twitter is pushing back on free speech grounds. But the legal hook here may be that the account is using the name of the agency in its Twitter handle, and as such might just possibly be in contravention of trademark or copyright law, or anti-impersonation regulations. Regardless of the reasoning, this sets up yet another fight between the tech industry and the administration, though in fairness Twitter had resisted some earlier attempts by the Obama administration to get at the people behind accounts as well. It’s also an important test of one of the key tenets of Twitter’s value proposition as a free speech platform.

    via Recode


    Microsoft Reveals Xbox Scorpio’s Impressive Specs – Kotaku (Apr 6, 2017)

    This is an interesting strategy for Microsoft, which is releasing specs but not many more details for the next generation Xbox, which is codenamed Scorpio. On paper at least, it’ll be more powerful than its major competitor, the Sony Playstation 4 Pro, in several departments, but the consensus among gaming blogs seems to be that what Xbox needs isn’t so much better hardware as better software, or in other words more compelling games. This is where the Sony console has taken the lead in the current generation, and where it continues to do quite a bit better than the Xbox for now. It’s possible that the better hardware might spark better games from developers keen to push the limits, but Microsoft will obviously have to work hard and directly to get more developers and more titles on board. For now, this spec release by itself does little to tell us how the next-generation Xbox will do.

    via Kotaku