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Posts tagged with ‘google’

Benedict Evans On The Unbundling Of Samsung

Benedict Evans digs into the bind that Samsung is in, maybe a response to Ben Thompson’s Why Samsung Will Fall  posted on July 8.

But Evans goes a step beyond Thompson’s analysis, suggesting that Samsung is being unbundled by the entire Shenzhen ecosystem, not just being trapped in the middle between Google and Apple on one side, and low-cost manufacturers on the other.

Benedict Evans, Unbundling innovation: Samsung, PCs and China

When you unbundle an industry, you get new and different types of innovation in different layers of the stack. The skills you had in the bundled world may well still apply in the layer you find yourself in. Hence Samsung carries on doing interesting and impressive things in components, and can innovate up to a point in handsets, with things like phablets, so long as they do not depend on concessions from other parts of the stack. Equally, for example, Dell created an entirely new type of PC company - the PC company as a highly specialised logistics business - without differentiating at the operating system layer at all. 

But what’s happened for PCs and smartphones and, to a large extent, mobile networks is that it’s that top layer of the stack, that the PC and Android OEMs  and operators struggle to play in, that’s where most of the differentiation happens…ged these adjacent strengths to create better products and a stronger market position. Samsung has used the scale of the component business and access to those components to drive the devices business and vice versa, despite failing, mostly, to create compelling software differentiation. This leveraging of scale, combined with some great execution, has taken it to at least half of the total Android market. 

The problem is that Samsung is increasingly competing with another sort of scale effect - it is competing with the entire Shenzhen ecosystem. Before, it was competing with individual companies (many of which happened to use that ecosystem), and like Nokia before it was fortunate in the relative weakness of most of its competitors. As for Nokia, that luck was bound to run out. Now Samsung is starting to face competition with new companies who are finding ways to build new types of handset businesses on top of that ecosystem - taking that ecosystem and using it to unbundle Samsung.

So Samsung is hosed because they can’t dominate any specific part of the stack. Again, their only avenue is Tizen, but they keep fudging the launch.

Todoist Now Supports Dropbox and Google Drive Attachments

My personal task management tool is Todoist: I like it’s flexibility and ease of tagging. 

The company behind Todoist is Doist, and they’ve announced availability of Dropbox and Google Drive attachments on Todoist tasks.

Below you see a task, opened to see the ‘back’ where the notes and attachments are shown. You can see the file attachment box now supports more than the drag&drop method previously supported.

Below you see my Dropbox, and attaching the file works as you’d imagine.

The sharing works in the obvious way: once I share the file with a co-worker via Todoist, they will be able to see the file.

thisistheverge:

Google purchases Nest for $3.2 billion
Google has just purchased Nest Labs, the maker of the Nest Learning Thermostat for $3.2 billion in cash.

The internet of thermometers is getting hot.

thisistheverge:

Google purchases Nest for $3.2 billion

Google has just purchased Nest Labs, the maker of the Nest Learning Thermostat for $3.2 billion in cash.

The internet of thermometers is getting hot.

Facebook, Still Dominant, Strives to Keep Cachet - Jenna Wortham, Vindu Goel, and Nicole Perlroth - NYTimes.com →

The authors of this NY Times piece ask an interesting question about the compatibility of Snapchat’s imagined world and Facebook’s:

excerpt

As for Snapchat, its compatibility with Facebook is unclear. Snapchat is centered on impermanence and offers privacy and anonymity. Facebook constantly pushes users to share more and is rooted in real-world identities and creating a permanent, largely public record of people’s daily lives and interactions.

Given these differences, the Snapchat bid looks like an attempt to corral back some of the cool factor in the form of young eyeballs. Three years ago, Snapchat did not even exist, and Facebook, with a valuation of $100 billion before its public offering, was the hot company. Now with younger users preferring Snapchat — which says it processes nearly as many photos as Facebook each day — Snapchat may well have the upper hand.

“It’s head-scratching,” said Christopher Poole, 25, the founder of 4chan, the message board. “From a business perspective, I understand it. But from a cultural perspective, it’s like, ‘Wait, what?’ ”

Mr. Poole said Facebook’s aggressive pursuit of Snapchat may point to an identity crisis of sorts.

“Does that mean that they’re willing to embrace an alternative to Facebook identity, or does it mean that they feel that threatened by it that they’d leave their own wheelhouse?”

But what of the larger question: is society (starting with the Snapchatting young) rejecting the Facebook notion of a single, unchanging identity and a global social network based on publicy? Yes. The fall of Facebook has started. Peak Facebook has already passed or will soon. Why?

The Benthamite underpinnings of Facebook are becoming unpopular. Young people in particular don’t want their teachers, parents, employers, and even all their friends to know everything going on in their lives. Oh, and the government. People want to have multiple, contextually defined identities, different circles of knowing, different non-overlapping rules of attraction. Everything is not everything.

Google is involved in a huge brouhaha now about imposing Google+ ‘real identities’ on YouTube commenting, which is an echo of the same shout for identity freedom.

My bet for the next answer is on social operating systems, although Google is moving down a dark road with Google+ identities, and Apple seems oddly reluctant to do anything social, natively. Perhaps the failure of Apple’s Ping has frightened them off it.

Maybe we should be on the lookout for some crazy developers that build streaming at the OS level, or near to it. Dropbox and other virtual distributed file systems are close enough to do something like that, constantly syncing in the background, and implementing a distributed model of sharing. Imagine if Dropbox supported plugins to provide the equivalent of Snapchat, or Facebook-like sharing of updates with friends, but where the user can define the visibility of interactions, not Facebook. And — if they want — users could opt to share some things in closed contexts, like private accounts on Twitter, and others in more open settings. People are after a spectrum of identity sharing, and Facebook just won’t go there.

This is what Google says when you opt out of your identity being used in ads (here). My poor, poor friends will have do without my upvotes on bagels and bangles.

This is what Google says when you opt out of your identity being used in ads (here). My poor, poor friends will have do without my upvotes on bagels and bangles.

PC Makers's Forecasts Dim as Mobile Pressure Weighs on Profitability - Eva Dou via WSJ.com →

Hardly any touch screen PCs are being bought, so the world is breaking into a small number of successes: growing number of touch-oriented smartphones and tablets, stable numbers of keyboard + touchpad laptops, and a falling number of keyboard + mouse desktops. Strangely, PC manufacturers continue to over estimate people’s desire for oddball hybrids and touch laptops.

from the article

Acer and Asustek this week said touchscreen laptops championed by Microsoft Corp. haven’t made as a big a splash with consumers as previously estimated.

"Our first wave of Vivobooks was not a success," said Asustek CEO Jerry Shen at an investor conference Friday, referring to the company’s line of touch notebooks. "We are working very closely with Microsoft and Intelin an effort develop game-changing devices to launch in September.”

Mr. Shen said Asustek also plans to “attack” the nontouch notebook segment in coming months, as many customers still aren’t willing to pay extra for a touchscreen.

Acer and Asustek have pushed heavily into the low-cost tablet market this year to try to counteract the consumer preference shift away from laptops, but so far it isn’t clear whether sales of their Android tablets, which sell for less than $200, can offset the sales decline of more-expensive laptops.

Acer Chairman J.T. Wang said the company is shifting its product mix away from the traditional Windows system “as soon as possible,” with its percentage of devices running Google Inc.’s Android or Chrome operating systems to grow from about 10% this year to as much as 30% next year.

Asustek, which sells under the brand Asus, had up until this spring managed a better performance than many PC industry peers, partly because of a partnership with Google to make the popular Nexus 7 tablet. The sales helped boost Asustek ahead of Kindle-maker Amazon.com to become the No. 3 tablet maker behind Apple Inc. and Samsung Electronics Co.

But even with the success of the Nexus 7, Asustek is now struggling. After the release of the second-generation Nexus tablet, Asustek was hit by a crush of inventory of the first generation, as well as poorer-than-expected sales of Windows RT tablets, analysts said. Windows RT is a version of Windows 8 geared to work with ARM mobile-device processors.

Touchscreen laptops, which PC makers initially saw as their defense against threat from the mobile advance, haven’t taken off.

I expect that we’ll see a huge surge in Android and Chrome laptops, and the near-term collapse of Windows. It will be Apple OS X and iOS v Google Chrome and Android, and maybe Ubuntu as a distant third, starting with smartphones.

I think the Google TV team have a huge opportunity with the new Chromecast device. Despite all of the previous awful efforts at Google to get into the living room, Chromecast is really different. It’s simple — a wireless dongle that plugs into the back of the TV, no wires, and a wireless connection to the internet that allows control of the TV as a video streaming device from smartphones, tablets, and PCs. It especially does not require a remote.

Google has blindsided Apple with what I think will be the TV device of the decade.

The escalating three-way war between Google, Facebook, and Twitter — by far the three most important web players today — is accumulating new casualties every day at our expense.

Google Reader is just the latest casualty of the war that Facebook started, seemingly accidentally: the battle to own everything. While Google did technically “own” Reader and could make some use of the huge amount of news and attention data flowing through it, it conflicted with their far more important Google+ strategy: they need everyone reading and sharing everything through Google+ so they can compete with Facebook for ad-targeting data, ad dollars, growth, and relevance.

RSS represents the antithesis of this new world: it’s completely open, decentralized, and owned by nobody, just like the web itself. It allows anyone, large or small, to build something new and disrupt anyone else they’d like because nobody has to fly six salespeople out first to work out a partnership with anyone else’s salespeople.

That world formed the web’s foundations — without that world to build on, Google, Facebook, and Twitter couldn’t exist. But they’ve now grown so large that everything from that web-native world is now a threat to them, and they want to shut it down. “Sunset” it. “Clean it up.” “Retire” it. Get it out of the way so they can get even bigger and build even bigger proprietary barriers to anyone trying to claim their territory.

Well, fuck them, and fuck that.

We need to keep pushing forward without them, and do what we’ve always done before: route around the obstructions and maintain what’s great about the web. Keep building and supporting new tools, technologies, and platforms to empower independence, interoperability, and web property ownership.

Marco Arment, Lockdown

Android invades the desktop - John Morris →

Morris gives a quick summary of some Android ‘desktop’ machines — mostly tablets that can dock with a keyboard, like HP’s Slate 21, various Acer products, and Samsung’s ATIV Q — but misses the point completely, sounding almost  apologetic for suggesting these things might have utility.

I’ll go strongly in the opposite direction. Windows is (nearly) dead, especially on smartphones and tablets. Android will soon be the largest OS in the world. Inevitably, Android will become the largest player in the shrinking laptop/desktop market. Mac OS X and Android are the one-two punch for Windows, and that includes the desktop/laptop market, too.