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.
    ★ T-Mobile and Sprint Reportedly Discussing Stock for Stock Merger (Sep 19, 2017)

    CNBC reports that T-Mobile and Sprint are in active discussions about a stock-for-stock merger, with Deutsche Telekom likely to end up the majority owner and SoftBank a significant minority shareholder. This has always seemed the likeliest merger to come out of the recent resumption of deal talks after the end the 600MHz spectrum auction and its associated quiet period came to an end, but it’s felt like the sticking point was T-Mobile’s unwillingness to be bought out by Sprint/SoftBank. A stock-for-stock deal with Deutsche Telekom and T-Mobile ultimately calling most of the shots is likely a lot more palatable, especially for TMO CEO John Legere, who’s arguably been enormously successful running the company over the last few years and would understandably be reluctant to cede control to the Sprint side. It sounds like the two sides are still some way from a deal, and of course even if it’s finalized it will take months to go through regulatory approvals, a period that would likely see Sprint lower its investment and manage for cash flow and profitability, something that’s likely to lessen competition in the US market even before a deal closes. Following such a deal, the combined entity would at least theoretically be in a much more competitive position given its combined scale, though many of the synergies would take some time to flow through.

    via CNBC


    iPhone 8 Reviews Suggest Great Cameras, Nice But Familiar Design, Great Performance (Sep 19, 2017)

    The embargo on iPhone 8 and 8 Plus reviews lifted this morning and in its wake came a flurry of reviews from many major tech publications. Rather than link to any one of them, I’m linking below to Techmeme’s roundup, which as usual will give you every possible angle you could want. As is often the case with smartphone reviews, many make the mistake of asking the question of whether it’s worth upgrading from the previous year’s model, which is something very few people ever do. The better question is whether these phones are good upgrades from the models people are still using from two or three years ago. For those upgrading from an iPhone 6 or 6s, the change will be significant: better screens, better audio, much faster chips, longer battery life and wireless charging, better camera performance, and on the Plus model dual cameras with Portrait Mode, Portrait Lighting, and 2x optical zoom, among other things.

    The reviews do suggest that the improvements to the cameras are particularly noteworthy, and the TechCrunch review focuses on that aspect in depth, something I think more smartphone reviews should do. Otherwise, there are some complaints about a too-familiar hardware design (although there are all new materials and finishes this time around in contrast to the last two years), and there’s still some griping about the lack of a headphone jack and the “camera bump”. I’m looking forward to getting my hands on the 8 Plus later this week and spending some time testing it myself, but my guess is the iPhone 8 line is a really solid upgrade for many people considering one this year and will be the devices many of this year’s upgraders will end up picking. However, as I said in yesterday’s item about preorders, there will be many waiting to take a closer look at the iPhone X, an approach certainly endorsed by at least some of the reviewers of the 8.

    via Techmeme


    Twitter Hires Sriram Krishnan as Senior Director of Product (Sep 19, 2017)

    Sriram Krishnan, who has served as an ad exec at Facebook and Snapchat, is to join twitter as Senior Director Product in October. Product roles at Twitter have been notoriously hard to fill (and keep filled) with many executives filing in and out of those jobs, but Twitter has had a little more stability there lately and has more of a structure around the organization at this point too. Krishnan won’t run product overall but will be a couple of tiers down in the organization, working under Kevin Coleman, who in turns reports to Ed Ho, who reports to Jack Dorsey. He seems to be widely admired in the industry, and his hiring is being seen as something of a coup for Twitter and a sign that it’s still able to attract top talent despite its growth struggles. It certainly needs help on the product side, and hopefully Krishnan will bring a new perspective and a greater willingness to take bold steps instead of merely tinkering around the edges as Twitter has done for the past several years.

    Update: also in Twitter executive news today, it’s hired former Google CFO Patrick Pichette as a board member, and he’ll start in December. As with a number of past Twitter board hires, he’s basically never tweeted, something Twitter seems to be OK with (and I’d argue that’s OK in a role like this, that is likely more about financial oversight than product insight).

    via Recode


    Daily Podcast Episode 58 – September 18, 2017 (Sep 18, 2017)

    The daily podcast episode for September 18 is up now on SoundCloud and should be syncing shortly to iTunes, Overcast, and other podcast apps. As usual, the podcast spends about one minute on each of the items covered on the site today, and also points to a few other items in the news today which I didn’t cover but which are nonetheless interesting. You can find today’s episode on SoundCloud and all episodes on iTunes, Overcast, and so on. The additional items covered are below:


    Google Officially Launches Tez Mobile Payments App in India (Sep 18, 2017)

    I debated whether to make this its own item today given that I covered the leak of most of the details last week, but I feel like it’s worth it to cover a couple of details that I didn’t cover the first time around, when I largely focused on the broader issue of localization in markets like India. One of the most important aspects is integration with UPI, which is the Indian government’s mobile payments technology and is unique to the country. Almost any mobile payments service in India that didn’t feature integration with it would likely be dead in the water, while UPI itself has significantly boosted interest and uptake around mobile wallets in the country (and banking in general). Secondly, Google is using Tez to test some new ideas around payments including one based on sound called Audio QR, which borrows a little from the QR-based payments that are common in China but requires less specialized software and hardware. I wouldn’t be surprised if that technology in particular made its way into Google’s existing mature-market payment services too eventually.

    via TechCrunch


    Google Reportedly Offers to Auction Shopping Slots to Competitors to Placate EU (Sep 18, 2017)

    A few weeks back, when Google filed its proposed response to the European Commission’s investigation into its Shopping feature, I suggested that there were only a few ways in which it might comply with the Commission’s requirements: “kill its Shopping product entirely in the EU; relegate it to either the organic or paid slots on a page rather than giving it the current prominent placement it enjoys; or create a broader “comparison shopping” section above the regular search results featuring both its own and competing services.” In the end, it sounds like what Google has proposed is a combination of those things – allowing other comparison shopping sites to bid to appear in the Shopping section where its own results currently appear exclusively, while placing an artificial cap on its own maximum bids to avoid dominating the results after the change.

    The latter highlights the unlikelihood that the solution will be palatable to Google’s competitors or the EU – either it forces itself to sit out entirely from the bidding process, or it will regularly beat out competitors. Google knows better than anyone else what placement in that slot is currently worth, because it’s the only company that’s ever occupied it, and it therefore enjoys an unfair advantage. It could therefore set arbitrary caps in line with what it thinks those slots are worth, allowing competing companies to take the slots it doesn’t want to and reserving the best for itself. Either this has to be an open marketplace, in which case Google’s massive scale will likely allow it to beat out competitors for every slot it actually wants (as the WSJ points out it already does in many cases), or Google has to be excluded. This is where I go back to the solutions I proposed – either open up the Shopping slot in a similar fashion to Microsoft’s Windows browser choice options, or do away with the feature entirely. This proposed solution seems unlikely to pass muster with the EC.

    via WSJ


    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


    Waymo Uses Intel Chips for Autonomous Driving Technology (Sep 18, 2017)

    With data centers a big exception, Intel has struggled to take a major share of most of the new chip technology markets that have emerged over the last twenty years, failing in mobile, tablets, wearables, and others. The automotive space has been another where it’s clearly been very serious – its Mobileye acquisition being the biggest sign of that seriousness – and yet has lost out to other big chip vendors including Qualcomm and Nvidia for some big contracts. In that context, I bet it’s been begging Google/Waymo for years to let it talk abbot the two companies’ partnership in powering autonomous driving technology, because it’s something of a coup. The two companies are now finally talking about that partnership in blog posts and coverage by TechCrunch linked below. Waymo has largely developed its own computing platform for self-driving cars internally but has apparently leaned on Intel chips almost from the beginning. There’s definitely some of the article here that feels overblown – talk of scale, for example, seems odd in the context of a fleet that currently numbers in the hundreds, while the idea that autonomy and self-driving “represents a significant portion of the chipmaker’s business” also feels off even with the inclusion of Mobileye. The words “car” and “autonomous driving” barely appear in Intel’s latest 10-Q, for example, and mostly in the context of that acquisition. But this is a big win for Intel, and one that’s remained quiet for a remarkably long time. It won’t by itself dramatically change Intel’s fortunes in this space, but it’s great validation that Intel is a worthy player given that Waymo is considered one of the leading companies in autonomous driving.

    via TechCrunch


    iPhone Pre-Order Wait Times Remain Short After First Weekend (Sep 18, 2017)

    Like others, I was up at the local equivalent of midnight on Friday to place preorders for a couple of Apple devices as they went live, and it’s now been four days since that window opened. What was apparent as early as Friday was that most of the devices were still in pretty decent supply for delivery on day 1 – September 22 – or shortly thereafter, and on the following Monday pretty much every device I’ve checked in the US is available within “1-2 weeks” on Apple’s site. There are two ways to interpret this pretty decent supply four days in: either fewer people than usual are ordering devices, or Apple has got better at making enough to fulfill early demand. Given Apple’s guidance for the September quarter, it’s been clear for some time that it certainly believed it would sell plenty of devices in the first week and a half or so, and likely more than last year. With the prices for the iPhone 8 line being slightly higher than last year’s iPhone 7, the amount by which sales need to grow is smaller, but they likely do still need to grow year on year, which means at least part of the explanation for the shorter wait times is more devices being available for shipping in time for the launch.

    But I also think it’s almost certainly the case that at least some who might otherwise have ordered an iPhone 8 are waiting for the iPhone X, depressing early demand somewhat. That will all come out in the wash during the December quarter, with the X available for nearly two months, but it does mean we could see some interesting things happen in the September quarter. Despite those higher overall prices, if a disproportionate number of those who might otherwise have ordered an 8 Plus opt instead for an X, then ASPs in the first week and a half or so might actually be down on last year, requiring rather stronger unit sales. There are so many moving parts here, but I come back to Apple’s guidance, which at the very least suggests that it was very confident of having more devices available to sell. The earnings call this coming quarter is going to be a fascinating one when it comes to this topic.

    via Business Insider


    Bing Adds Fact Check Summaries to News Search Results (Sep 18, 2017)

    I saw this story first thing this morning and originally eliminated it as a candidate for inclusion on the site because it felt so marginal – it sometimes seems as though Google is the overwhelming leader in search and Bing such an also-ran that it doesn’t merit covering. But the reality is that Bing has somewhere over 20% market share in search in the US through a combination of apathy from users of Microsoft operating systems or browsers and active preference, so it’s not as marginal as it might seem, for all that Google gets massively more attention in this space. At any rate, the news is that Bing is adding a little fact checking feature to its news search results, but in a somewhat unsatisfactory way. Rather than flagging potentially false news itself, it will instead highlight the conclusions of fact checking articles from sites like Snopes when they happen to appear in search results. That’s a pretty tame and potentially not very helpful way to flag fake news, and I’d hope that Microsoft eventually goes a little further and puts links to fact-checking sites directly in the preview for dodgy news articles. Google’s version of the feature goes a little further but putting the fact check article at the top of the listings for at least some searches, and that seems like the right way to go here.

    via The Verge


    Researchers Claim Apple’s Differential Privacy Approach is Inadequate (Sep 18, 2017)

    Wired reports on a third party study which claims that Apple’s approach to differential privacy – the method Apple says it uses to obfuscate individuals’ data when uploading it to the cloud – is inadequate to really protect those users’ privacy. That study dug into Apple’s code and on that basis makes claims about the degree to which Apple has added noise to the data, that degree being the single biggest factor in determining how obscured the individual’s private information is. The authors claim that Apple’s differential privacy approach adds far too little noise to data to preserve privacy, while Apple has pushed back, saying that the approach used assumed that it treats all data the same way and that aggregating data across multiple categories would reveal more about users than looking at single data points, assertions Apple disputes.

    One of the most telling lines in the article has one of the researchers saying that the DP approach is based on the assumption that companies will always behave badly, something Apple would clearly dispute too – it prides itself on protecting users’ privacy, generally doesn’t use business models which require it to collate data about users to target advertising, and requires users to opt in to any of this data gathering in the first place. As such, some of the assumptions being made by the researchers may be reasonable in general but not as applicable to Apple as to other companies. The fundamental issue here, though, is that Apple isn’t transparent about its approach, something I would guess it would attribute to competitive sensitivity, but which – like all company claims about privacy – requires users to take many of their privacy claims on trust. Whether you’re OK with Apple’s approach should therefore depend less on claims like those made by these third party researchers and more on whether you trust Apple overall when it comes to privacy. Surveys I’ve been involved with have generally shown high levels of trust on that point among Apple users and the population in general.

    via WIRED


    HBO Tops Emmy Award List, Hulu Makes Big Strides, Netflix Biggest Streaming Winner (Sep 18, 2017)

    Last night’s Emmy awards once again provided an interesting set of insights into the winners and losers among both traditional and online streaming TV properties. HBO won the most overall awards with 29, while Netflix beat out the other streaming services with 20. Hulu did much better than in the past, almost entirely because of one show – The Handmaid’s Tale – which has been extremely well reviewed but may also have garnered additional favor by being deemed particularly relevant in today’s rather dystopian real-world political scene. That’s a huge coup for Hulu as Netflix has never won best drama, but it would be dangerous to read too much into it, given Hulu’s lack of past or broader success. Netflix won twice as many awards overall, including wins for multiple shows in different categories. Amazon, meanwhile, took away just two wins. In addition to HBO, NBC did well among the traditional TV companies, coming in third behind Netflix, while ABC, Fox, and CBS all took home single digit trophies. It still feels like HBO and Netflix are the real powerhouses when it comes to high-budget, high-quality TV, but the Hulu wins show that others in the streaming world aren’t being shut out entirely, which should be heartening to Apple and others coming into the game late but with big budgets and ambitions.

    via Bloomberg and Business Insider (award tally)


    Facebook Faces Increasing Regulatory Barriers Around the World (Sep 18, 2017)

    The New York Times has a long piece which dives deeply into the growing regulatory barriers facing Facebook in many of the markets where it operates, including the markets where it has the most headroom in terms of user growth. China is a particular focus, and the story there should be familiar based on earlier items I’ve linked to (see all previous posts tagged with both Facebook and China). But the piece also talks about Europe, whose strong privacy laws have already caused Facebook problems in individual countries, and the fact that Europe and not the US is often the model other countries around the world look to in regulating telecoms and technology markets. I saw this very clearly when I was a regulation analyst early in my career and the US was always the outlier, while the rest of the world tended to adopt European-style regulation in various areas a few years after Europe did so. That could put severe limits on Facebook’s normal business model of collating all the data created by users across its various apps and using it to target advertising. In other countries, it’s having to work uncomfortably closely with unpleasant regimes which would limit their citizens’ freedom of expression. Perhaps we shouldn’t wonder that Facebook seems to have pivoted from emphasizing user growth to focusing on community building – that user growth is potentially going to become considerably tougher, and the community building focus makes a great platform for arguing that Facebook is a force for good in countries where it’s allowed to operate unfettered.

    via The New York Times


    Daily Podcast Episode 57 – September 15, 2017 (Sep 15, 2017)

    The daily podcast episode for September 15 is up now on SoundCloud and should be syncing shortly to iTunes, Overcast, and other podcast apps. As usual, the podcast spends about one minute on each of the items covered on the site today, and also points to a few other items in the news today which I didn’t cover but which are nonetheless interesting. You can find today’s episode on SoundCloud and all episodes on iTunes, Overcast, and so on. The additional items covered are below:


    ★ Amazon is Reportedly Looking to Buy Lower-Profile Channels from TV Companies (Sep 15, 2017)

    NBC News reports that Amazon has been talking to traditional TV companies about taking some of their lower-profile networks off their hands. Four specific examples cited in the article linked below are VH1 and CMT at Viacom and Adult Swim and Boomerang at Turner. Big TV companies have been shutting down cable networks over the last few years and focusing their efforts on a smaller number of successful channels with big audiences as cord cutting begins to really bite, so there are potentially quite a few channels with smaller audiences out there for the taking, and NBC says Amazon might buy “scores” of them, though that number might be a bit of a stretch. At any rate, the question becomes what Amazon would do with them, and the obvious answer is either bundling them into Prime or selling them as add-ons to Prime. But another really interesting angle to think about is advertising, where Amazon has been quietly building a big online business but with very little action so far on the video side. Owning lots of linear channels would allow it to build a much bigger video ad business as a complement to its online ad business, and potentially do cross-platform targeting across them. It’s also a fascinating alternative to spending ever more to commission and/or acquire original content for its streaming service – it could probably snap up some of these channels pretty cheaply and run them for less than it would cost to build up equivalent amounts of original content from scratch. Importantly, some of these networks have small audiences but lots of distribution – VH1 is in well over 80 million homes, for example. That would be pretty good relative to Amazon’s own domestic distribution through Prime.

    via NBC News


    Google Launches Google Earth VR with Street View Imagery From 85 Countries (Sep 15, 2017)

    This content requires a subscription to Tech Narratives. Subscribe now by clicking on this link, or read more about subscriptions here.


    Alphabet Spent $1.1 Billion on Autonomous Driving Tech 2009-2015 (Sep 15, 2017)

    This content requires a subscription to Tech Narratives. Subscribe now by clicking on this link, or read more about subscriptions here.


    Google, Like Apple, to Disable Autoplay Videos in its Browser (Sep 15, 2017)

    Google has announced that its Chrome browser will begin either silencing or blocking autoplay videos with the version it currently expects to release in January 2018, echoing Apple’s decision to disable autoplay videos in the latest version of its Safari browser (which also limits retargeting using third party cookies, as I wrote yesterday). That so many websites still run autoplay videos – especially with sound – is egregious, so it’s great to see both of these major browser makers take steps to limit the impact. Both browsers will offer some fairly granular controls on both a general and site by site basis for disabling or silencing autoplay videos. As far as I can tell, Microsoft’s Edge browser doesn’t yet support blocking autoplay in general, while Firefox allows blocking but only through a fairly fiddly process of editing its config file.

    via Google


    Facebook Opens AI Lab in Montreal (Sep 15, 2017)

    This content requires a subscription to Tech Narratives. Subscribe now by clicking on this link, or read more about subscriptions here.


    Google Sued by Social Network Known for Hosting Extreme Right-Wing Content (Sep 15, 2017)

    This content requires a subscription to Tech Narratives. Subscribe now by clicking on this link, or read more about subscriptions here.