The axes of HomePod evolution: don’t judge what you can’t yet see


The MacBook Air, in an envelope just like it came in. Photo by yasuhisa yanagi on Flickr.

There’s been a lot of discussion about Apple’s HomePod, and the claim from Mark Gurman writing at Bloomberg that it “hasn’t lived up to expectations” in sales terms. Though if you ask analysts in the field, such as Ben Wood of CCS, they thought that 5 million in a year would be impressive. “Clearly my expectations were way lower than others,” commented Ben, which to me has echoes of the vastly inflated numbers that people expected smartwatches, and especially the Apple Watch, to sell, in the first year.

More relevant, I think, is the question of how the HomePod (or just “HomePod” – Apple never uses the definitive for its products, just as a parent wouldn’t for a child) is going to evolve.

And for that, it’s important to bear in mind how every single Apple product tends to evolve: from MVP, aka minimal viable product, to thing that people buy by the million.

Let’s go all the way back to the Bondi Blue iMac, from 1998, since that’s where the story of the modern Apple really begins. This was Apple trying to compete again in the PC market, and choosing to do so in an orthogonal way to pretty much everything else out there. It was all-in-one, it used USB (a new connector at the time), had no floppy drive (this alone was reckoned to spell its doom), and upgrading the RAM and hard drive was difficult.

But the next update showed the trajectory that Apple was on. The Bondi iMac gained colours, and it got more powerful, and added a DVD burner drive if you wanted. It didn’t revert to old connectors, but did add better sound.

iPod, youPod

Next, iPod.

Some of the iPod family – though there were more models and colours than this. Photo by Zengame on Flickr.

The first one was “expensive”, had a black and white and very pixel-y display, used a proprietary connector, had an unusual yet intuitive method for scrolling through songs, held 1,000 songs. As it evolved through the years, it generated variants that were smaller, had bigger and better screens, more memory, flash memory, but broadly the same controller and interface. (The iPod shuffle is like the Galapagos of iPods, but anyway.)

The MacBook Air (as at the top of the post). The first version had a very limited SSD drive, and underpowered processor. But it had those qualities of being thin and light and offering lots of battery power that people who could afford it really loved – especially when you compared to the average Windows laptop, which weighed tons more, had a DVD drive and floppy drive that road warriors in coffee shops didn’t need, and lasted much less long. You’d still recognise the first model today.

A calling for the iPhone


The iPhone X doesn’t look that different from the 6S, which doesn’t look that different from the original. Photo by Lucy Takakura on Flickr.

The iPhone is probably the poster child for MVP-ness. The first version’s software was limited (no MMS; no 3G; no text forwarding; no copy/paste), it was really expensive, its battery lasted a day when rival phones could last a week. But it could do so many things that others couldn’t, because of that touch screen and the concept of being a computer for your pocket, not a phone for your email. Subsequent versions have improved along pretty much every axis possible, apart from that battery life stuff (though the iPhone X is a big advance here).

The iPad. Look at these varieties.

iPad sizes have changed, but you’d still recognise the original if you’d only seen the newest, eight years on. Photo by MakeUseOf on Flickr.

The first version arrived in early 2010 and didn’t have a Retina screen (the iPhone 4, to be released later that year, would; but Retina screens at the size of an iPad were too expensive to contemplate for some time. What it did offer was something that wasn’t a PC trying to be squashed into a tablet form (which Dell and many others had been trying since 2001) and an approach to a big touch-driven screen that harked back to Jeff Haan’s remarkable TED demo of 2005. Since then, its screen has improved (hugely), it has gained an optional keyboard and pencil, and processor power has risen exponentially. But eight years on, the old and new look completely like siblings.

The Apple Watch. The first version could just about take you through a day if you didn’t exercise for too long. There has been plenty of tinkering with how the interface between apps works, but none with the basic concept of how you interact: lift-to-wake, or touches. The addition of GPS and phone data/calling has been welcomed, but if you hold the original Series 0 beside the latest Series 3, it’s essentially still the same thing: a device which hands off tasks from your phone to your wrist.

Bearing all this in mind, what should we expect from the HomePod’s evolution?

Again, look backward first. Look at the axes on which the previous devices evolved.
iMac:
Evolution: colour, extras, price, screen resolution, interfaces.
No evolution: size, shape.

iPod:
Evolution: colour, size, shape, control system, price, screen (colour-capable, video display-capable), output (to TV), interface (from proprietary Firewire, to 30-pin-Firewire and 30-pin USB, to Lightning; and Wi-Fi/Bluetooth in the iPod Touch), processor power.
No evolution: actually, pretty much everything about the iPod changed. (You could however argue that the iPod Touch is actually a cut-down iPhone, not an iPod, and that iPod evolution ended with the iPod shuffle of 2010 and iPod nano of 2012 – the latter being what some thought could be a precursor of an Apple wearable.)

MacBook Air:
Evolution: processor speed, screen size (smaller, never bigger than 13in), weight (reduced), disk size, price.
No evolution: screen quality (after all these years still isn’t Retina), shape, colour (there’s never been a black or rose gold MacBook Air; you want one, it’s aluminium).

iPhone:
Evolution: processor speed (duh), thickness, price, weight, colour, screen size, screen quality, login interface (from passcode to TouchID to FaceID), location capability (GPS, added in 2009’s iPhone 3GS), cameras (front-facing camera arrived on 2010’s iPhone 4).
No evolution: number of buttons (until the iPhone X, which removed the Home button), general interface, general portability, battery life

iPad:
Evolution: size, colour, processor speed, screen resolution, screen capability (Tru-Tone etc), price, functional accessories (Smart Keyboard, Pencil), interface (USB/30-pin to USB/Lightning).
No evolution: screen size ratio, battery life

Apple Watch:
Evolution: battery life, straps, GPS, 4G connectivity, price (by selling older models at lower prices, rather than having differently priced new models, as happened with the iPhone)
No evolution: screen size

All right. Bearing in mind all the above, how should we expect the HomePod hardware to evolve, and not to evolve?

An evolution before your eyes


A “HomePod evolution” concept. Photo by Martin Hajek on Flickr.

Softly spoken, software

Given the way that everything gains software capability, I expect it will gain the capability to play more services than just Apple Music. The ability to play Spotify (which is, don’t forget, the world’s biggest streaming music service) is an obvious piece of low-hanging fruit if you’re looking to tempt people to buy a better-sounding device. Remember, Apple is into hardware sales; Services may be the thing that it talks up, but hardware is the motor that drives the engine.

In which case, why sell HomePod v1 without Spotify capability? Because the v1 is always the MVP – the minimum viable product. Look at the iPhone. Look at the iPad. Look at the MacBook Air. Look at the Apple Watch. They all started out lacking capabilities that seemed obvious (the first iPad didn’t even have alarms, which the iPhone did) and then gained them. Apple has been circling around what the HomePod should do for years – it’s been in development since Siri came on board – and the fact that it took this long to get out of the design labs suggests the usual cautious approach. The people who have bought the first model are obviously, self-definingly, going to be people who like Apple stuff; it can’t, therefore, do any harm to only offer Apple Music as a music service. But putting Spotify on? That’s just a question of an API to Spotify, and an instruction set for Siri so it recognises “play X on Spotify” or “play the X playlist from Spotify”. It can probably be done through a software update.

Other software? Besides playing music, smart speakers’ utility seems to lie in (1) checking the weather forecast (2) setting kitchen timers (3) streaming music (4) setting alarms. Below that, the proportion of people who say they’ve ever done this stuff falls below 50% of smart speaker owners (per Comscore) and it’s hard to know how often people do it.

So – weather, timers, music, alarms. Dig down to the 30% level and there’s also home automation, product ordering (that’s going to be Amazon), calendars, and games/jokes/general questions. (The HomePod can also do iMessage sending and receiving, and FaceTime alls; those don’t come up in the “things people do” listing above 13%, but it’s not something you imagine people wanting to do a great deal.)

These are all things that you can do now. So when people complain about the HomePod’s capability, they’re really complaining that it doesn’t have other music services, and about Siri. The first is a software update, and the second is – well, Apple seems to be working on it.

Hard wearing, but what hardware?

What about hardware? What can we expect there? Is the HomePod more like the portable iPod, which had multiple axes of evolution, or the deskbound iMac? In truth, it might be even closer to a device which I didn’t mention in the list above: the Apple TV.

Like the ATV, the HomePod has a limited interface (via a remote, or by voice), and in general once put somewhere it stays there essentially forever. The ATV has hardly evolved at all – there are a couple of varieties (4K/not 4K) and storage variants, but its onscreen interface is unlike anything else that Apple does. That’s been forced by the limitations of interactions with a TV screen, which one typically views from across a room, and that seems to have limited what it can do.

There has been no evolution of size or colour, and little on price (aside from selling the older model at lower cost). The competition from lower-priced rivals such as Roku, Google’s Chromecast and Amazon’s Fire Stick seems to have kept Apple stuck upmarket, and guarding its content (TV and movies bought on iTunes) jealously: you can’t get them on any of those three rivals without some DRM-fighting shenanigans.

There are signs of the HomePod taking up the same position. You can’t stream Apple Music on the Echo (though Amazon says it’s “open” to it) or Google Home. It’s possible Apple is going to treat the smart speaker market as being like the TV set-top box market – one to be fought over rigidly. Possibly that’s what caused the delay in its initial release: big internal fights over its future trajectory, for these things are all mapped out a couple of years ahead before the first product gets out of the door. (For example, iPhones are designed at least two years ahead.)

But I think that to make the HomePod as “closed” as the Apple TV would be a mistake, and given the way that other successful Apple products have evolved – different shapes and sizes and price points (to fit in with the way that people live their lives), greater software capability (to make the product indispensable, not just nice to have) – I’d expect to see more colours of HomePod, and lower-priced ones too.

It took Sonos years to diverge from its high-end music amps down to the Sonos One, but it’s the latter that was the hit because it found the sweet spot on price. The HomePod is more versatile than the Apple TV because it has more functions than just displaying content on a screen. It’s a voice-driven speaker, and that has lots of implications.

Conclusion

So that’s my thinking: adding Spotify is an open goal, HomePod 2 is a certainty, and we could see smaller HomePods in time if Apple decides that this is a market which is worth winning, rather than just taking part in (the latter being its approach with the Apple TV).

But the early sales numbers? They don’t tell us a lot. Because to lean on those as telling the story means to ignore the ironclad rule of Apple products: the first is the MVP. It’s the ones after that which tell you the trajectory of the device.

Start up: Apple’s VR effort, why zebras really have stripes, the PC mergers, Facebook v your battery, and more

Call a locksmith in the US and their yield – and your loss – might be higher than you expect. Photo by zoomar on Flickr.

Did you sign up to receive each day’s Start Up post by email? Then you’re reading this on email. You clicked a confirmation link to say it wasn’t spam. Well done.

A selection of 11 links for you. Made of unobtanium and polished with unicorn tears. I’m charlesarthur on Twitter. Observations and links welcome.

Apple builds secret team to kick-start virtual reality effort » FT.com

Tim Bradshaw:

The company’s latest acquisition in the area is Flyby Media, an augmented reality start-up that lets mobile devices “see” the world around them. Flyby’s team worked closely with Google in developing software for its 3D positioning technology Project Tango.

Apple has been building prototypes of possible headset configurations for several months.

Apple joins a growing focus in Silicon Valley on VR and AR as companies from Facebook and Google to Microsoft and Samsung eye the next big technology platform.

The news comes after the Financial Times reported that Apple had hired Doug Bowman, a leading VR researcher.

Tim Cook, chief executive, declared earlier this week that the technology had broad appeal. “It is really cool and has some interesting applications,” Mr Cook said on Tuesday, as Apple reported iPhone sales growth had slowed to a halt.

Bradshaw has had scoop after scoop since moving to San Francisco.
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To lions, zebras are mostly gray » The Atlantic

Ed Yong:

“At most distances, the zebras are going to look to a lion like a gray waterbuck,” says [Tim] Caro [of University of California, Davis]. “Those stripes are going to fuse together and be indistinguishable.”

That rules out both the blends-among-trees idea and the breaks-up-outline one — neither can possibly be true if the predators can’t see the stripes. “If the stripes are doing something exciting, they’ll be doing it close up, by which point the predators have probably realized the zebra is there, because they can smell or hear it,” says Caro. Zebras, being very noisy browsers, are hardly stealthy.

“It’s the first proper test of a very longstanding and prominent idea,” says Martin Stevens from the University of Exeter, who studies camouflage. Its only flaw is that the team didn’t specifically measure how closely a zebra matches its background environment, in either color or brightness. Still, “I very much doubt zebra stripes do work in concealment,” adds Stevens.

So, if not camouflage, then what?

Caro, who has been studying zebras for a decade and has written a forthcoming book about their stripes, thinks he knows the answer. “I’ve come to the conclusion that really, it just has to be biting flies,” he says.

You what now? But yes, it is.
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Supply chain braces for possible merger of Vaio, Toshiba, Fujitsu PC units » Digitimes

Aaron Lee and Steve Shen:

Japan-based PC brand vendors Vaio (sold from Sony), Toshiba and Fujitsu reportedly are ready to merge their notebook businesses into a company, a move which will affect Taiwan-based notebook ODMs, particularly Pegatron Technology, according to sources from the upstream supply chain.

Pegatron received over 50% of Toshiba’s notebook orders in 2015 and has also led other rivals to win over 50% of the vendor’s request for the quotation (RFQ) for notebook orders for 2016, the source indicated.

However, Pegatron has recently been notified by Toshiba to halt production of 300,000 units of mainstream models which are scheduled to be shipped soon, indicating that the merger talks between the three Japan-based companies are likely to be finalized shortly, said the sources. Pegatron declined to comment on its orders.

Consolidation among smaller players. Inevitable, given the market. But which brand will they merge under?
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Following Apple’s move, Samsung rolls out adblocking to Android devices » TechCrunch

Sarah Perez:

Soon after Samsung’s announcement of an API for content blocking], ad blocker makers launched versions of their apps for supported Samsung phones. This includes Crystal and Adblock Fast, which were among the first out of the gate. The latter claims over 200,000 users for its app that’s also live on Chrome, Opera and Safari. It offers seven optimized filtering rules which make websites run, on average, 51 percent faster, the company says.

Crystal offers a similar filter list, and blocks tracking technology, malware and social networking annoyances, while also offering users the ability to support sites that conform to the Acceptable Ads criteria by allowing non-intrusive advertising.

Expect more to follow. The question now will be whether or not Samsung owners will rush to install these applications, as the iOS audience once did. Even if they don’t show up in droves, the move by Samsung, which had a 22.2% share of the smartphone market in 2015, could see other Android smartphone makers doing the same, as the tech could be seen as a competitive advantage.

Only for Samsung Galaxy devices running Android 4.0 and above, but that’s still a lot. Samsung is clearly responding to Apple; how long before adblocking is natively included in mobile browsers, and how long before it’s enabled by default?
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Uninstalling Facebook app saves up to 20% of Android battery life » The Guardian

Samuel Gibbs:

Prompted by [Russell] Holly’s revelation that life on Android was better without Facebook’s app, Reddit user pbrandes_eth tested the app’s impact on the performance of an LG G4.

They found that when the Facebook and Facebook Messenger apps were uninstalled, other apps on the smartphone launched 15% faster. They tested 15 separate apps, and documented the findings, leading other reddit users to test other devices. They found similar results when testing for app loading performance.

After reading Holly’s piece, I had also decided to explore other options for accessing Facebook, to see if, rather than app loading, I could improve my smartphone’s battery life.

I left the Facebook Messenger app installed, but swapped the Facebook app for an app called Metal, which acts as a wrapper for Facebook’s mobile site. Over the course of a day my Huawei Nexus 6P had 20% more battery. This was true on average for every day for the week tried.

In Metal I was using the same notifications and accessing the same features as I had just a week earlier through the Facebook app, so why the difference?

Because the Facebook app uses every trick it can to find out what you’re doing, all the time. I deleted the main app on iOS ages ago (and might do the same for Messenger) and only access it through the mobile site, on a browser. This has two advantages: your battery life improves by many, many hours, and if you use an adblocker, the ads will be blocked.
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Secret motor found on cyclist’s bike at world championships » Reuters

Ian Chadband:

The motor was discovered inside the frame of the machine being used by teenager Femke Van den Driessche at the world cyclo-cross championship in Zolder, Belgium, Bryan Cookson, the president of the International Cycling Union (UCI), said.

“It’s absolutely clear that there was technological fraud. There was a concealed motor. I don’t think there are any secrets about that,” Cookson told a news conference.

Yet the 19-year-old Van den Driessche denied suggestions she had deliberately used a motorized bike in the women’s under-23 race and was in tears as she told Belgian TV channel Sporza: “The bike was not mine. I would never cheat.”

Van den Driessche said the bike looked identical to her own but belonged to her friend and that a team mechanic had given it her by mistake before the race.

The bike was later seized after she had withdrawn from the race on Saturday with a mechanical problem.

I would like to know (1) how the motor worked (2) if her story is true, why the friend’s identical-looking bike had a hidden motor.
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Worldwide shipments of slate tablets continue to decline while detachable tablets climb to new high » IDC

Total shipments for 2015 were 206.8m, down -10.1% from 230.1m in the prior year. Despite the market’s negative trajectory overall, shipments for detachable tablets reached an all-time high of 8.1m devices.

The transition towards detachable devices appears to be in full swing as pure slate tablets experienced their greatest annual decline to date of -21.1%. On the other hand, detachable tablets more than doubled their shipments since the fourth quarter of last year.

“This quarter was unique as we had new detachables in the market from all three of the major platform players,” said Jitesh Ubrani, Senior Research Analyst with IDC’s Worldwide Quarterly Mobile Device Trackers. “Despite lukewarm reviews, the iPad Pro was the clear winner this season as it was the top selling detachable, surpassing notable entries from Microsoft and other PC vendors. It’s also important to note that the transition towards detachable tablets has presented positive opportunities for both Apple and Microsoft. However, Google’s recent foray into this space has been rather lackluster as the Android platform will require a lot more refinement to achieve any measurable success…”

…”One of the biggest reasons why detachables are growing so fast is because end users are seeing those devices as PC replacements,” said Jean Philippe Bouchard, Research Director, Tablets at IDC. “We believe Apple sold just over two million iPad Pros while Microsoft sold around 1.6 million Surface devices, a majority of which were Surface Pro and not the more affordable Surface 3. With these results, it’s clear that price is not the most important feature considered when acquiring a detachable – performance is.”

That last quote is going to rile some people who insist you need a “full-fat” OS to do “real work” and that the iPad can’t “perform”. (They’ve usually not used one for years.)

This is getting confusing, though. The “detachables” are ranked with the “slates” for sales purposes but treated as different in categorisation.

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If the Hull Daily Mail website were a printed paper » YouTube

Terry Kent:

We are trying to demonstrate to the Hull Daily Mail Local publication (owned by parent company Local World )what it is like to read their news website(s) online.

Seems pretty accurate. You may know some sites like this yourself. (It’s not owned by the Daily Mail group, by the way.)
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With a bet on a platform strategy, BuzzFeed faces business challenges » Digiday

Laura Moses finds some ad buyers not quite thrilled with what’s on offer:

buyers sometimes find BuzzFeed is more interested in what pops on platforms than what moves the needle for brands.

“We send a brief to BuzzFeed and what comes back is content that is no longer consistent with the brief,” said one ad buyer who requested anonymity because they do work with BuzzFeed.

Ian Schafer, CEO of digital agency Deep Focus, said clients have cooled on BuzzFeed’s content creation abilities, pointing to instances where clients used BuzzFeed for distribution but had the content created elsewhere.

“While brands are still in love with BuzzFeed’s distribution model, they don’t have the same blind faith in BuzzFeed from a branded content creation standpoint,” he said. “BuzzFeed has been skating on the ‘Dear Kitten’ example, but I can name like five of them from The New York Times. [The Times] is more able to deliver high-quality things that you remember.”

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Google signals Apple-like direction for Nexus phones » The Information

Amir Efrati:

In the future, based on comments from Googlers to colleagues and outsiders, hardware makers will be much more like order-takers, similar to the way contract manufacturers like Hon Hai (Foxconn) follow Apple’s directions for producing the iPhone. Mr. Pichai also has said future Nexus phones may have only Google’s brand on them.

Google may be better off working directly with contract manufacturers rather than phone brands themselves under the new arrangement. But Google likely doesn’t yet have enough hardware expertise to go that route for phones the way Apple does.

Several of the phone brands might not participate in the program rather than capitulate to Google in such a way. One company that has been in talks with Google for a Nexus phone this year is HTC, says one person briefed on the matter. The person added that given the new arrangement Google has been aiming for, participation has been a controversial topic inside of HTC. After all, HTC was once was a contract manufacturer of phones that turned itself into the first major consumer brand for Android phones. It produced the first ever Android phone in 2008 and the first ever Nexus phone with Google in 2010. But for a variety of reasons, HTC’s consumer brand fell as quickly as it rose and the company is now a shell of its former self, though it still makes high-quality phones and is pushing into virtual reality and wearable devices.

Google has been comfortable with HTC’s engineering chops, and because of its experience producing devices, it might make sense as a partner for Google’s Nexus ambitions in the near term. While HTC is proud of its consumer brand, the company is likely desperate for more revenue and unit-sales volume. It’s possible there are financial or other considerations in its agreement with Google that make it more palatable. Spokespeople for Google and HTC did not comment.

What if… Google bought HTC? It could pick it up for loose change and have a sub-scale phone manufacturer and VR device maker which it could get to do just what it wants, aiming at the high end.
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Fake online locksmiths may be out to pick your pocket, too » The New York Times

David Segal, with a terrific piece that uncovers all sorts of fakery around one of the real “captive market” situations – people who need a locksmith in a hurry and hit Google to find one:

Today, a well-oiled system keeps young Israelis flowing to the United States for locksmith jobs. Companies beckon on Israeli employment websites such as Maka (Hebrew for “score”). Among those currently hiring are Green Locksmith, Locksmith Garage, CT Locksmith and Mr. Locks. The latter, which claims its main office is in TriBeCa, promises that employees will earn as much as $4,000 a month and says it is looking for people “who are not afraid of new things.” Like many of these companies, Mr. Locks covers itself by stating — in Hebrew and on a site that caters to Israelis — that it is looking for United States citizens.

Many of the recruits later establish their own lead-gen operations, which then recruit more talent. This has increased competition and made deceiving Google an ever more esoteric pursuit. That was evident during a conversation with Roy Alverado, the owner of Locksmith Force, the company that created the fake pink building in Sun City. He insisted that he ran an authentic local business, with trained and courteous locksmiths.

As for that fake building: “We wanted to have a store in that area, but the rents were too high,” he said. He told a web design firm to create a building using Photoshop. Actually, all but one of the buildings are Photoshop creations, since Locksmith Force’s sole physical location is in Phoenix, Mr. Alverado said. The more buildings on the site, he candidly stated, the more people would believe they were calling someone who could show up at a car or house quickly.

Mr. Alverado said those fake buildings were necessary because getting to the first page in Google results now took ingenuity and cunning.

The “locksmith problem” has been well-known for years, inside and outside of Google. Trouble is, Google has little incentive to fix it; it makes money from people clicking on ads in desperation. (The headline’s slightly off; there are real – not fake – locksmiths, but they’re looking to gouge you if you hire them.)
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Errata, corrigenda and ai no corrida: