Tag Archives: media

Start up: Musk’s strange takeover, Apple’s cloud escapees, Gawker v Thiel redux, the Trump question, and more

Posted on by
1

Blade Runner: Sean Young and Harrison Ford in a Polaroid
Yes, OK, but what about the typography in the film? Photo by kaytaria on Flickr. (Where you can see a ton more Blade Runner Polaroids – all including Sean Young.)

Like many others already have, you could sign up to receive each day’s Start Up post by email.

A selection of 14 links for you. Yes, they are. I’m charlesarthur on Twitter. Observations and links welcome.

Tesla makes offer to acquire SolarCity • Tesla Motors

Elon Musk:

»in March 2015, we launched Tesla Energy, which through the Powerwall and Powerpack allow homeowners, business owners and utilities to benefit from renewable energy storage.

It’s now time to complete the picture. Tesla customers can drive clean cars and they can use our battery packs to help consume energy more efficiently, but they still need access to the most sustainable energy source that’s available: the sun.

The SolarCity team has built its company into the clear solar industry leader in the residential, commercial and industrial markets, with significant scale and growing customer penetration. They have made it easy for customers to switch to clean energy while still providing the best customer experience. We’ve seen this all firsthand through our partnership with SolarCity on a variety of use cases, including those where SolarCity uses Tesla battery packs as part of its solar projects.

So, we’re excited to announce that Tesla today has made an offer to acquire SolarCity.

«

Guess who is a big shareholder in SolarCity?
link to this extract

 

April 2016: Elon Musk supports his business empire with unusual financial moves • WSJ

April 2016:

»Since October 2014, SolarCity Corp. has tried to lure individual investors to the solar-power business by pitching $214m of what it calls “solar bonds” through the company’s website.

The biggest buyer by far, though, was rocket maker Space Exploration Technologies Inc., including $90m of $105m sold last month.

The bonds were an “excellent investment,” billionaire entrepreneur Elon Musk said in an interview. And he knows more about the companies than anyone. Mr. Musk is their largest shareholder, the chairman of SolarCity and chief executive of SpaceX.

«

Hmm.
link to this extract

 

Former Apple engineers escaped to create their own cloud startup • Recode

Arik Hesseldahl:

»One group of Apple network engineers led by Jason Forrester, now SnapRoute’s CEO, was detailed to a skunkworks effort to, as one source familiar with the assignment put it, “build something they couldn’t get from any existing networking vendor” — software that was powerful enough to meet Apple’s industrial-grade networking needs, but also flexible enough to allow frequent on-the-fly changes to respond to shifting demands.

As the work progressed, Forrester and his team chafed at their hidden role in the behemoth project. “Slowly, our desires to share our ideas with the world began to overshadow the thrill of working for Apple,” he wrote. They left their jobs last year and started SnapRoute.

SnapRoute makes software that helps companies manage their cloud systems, whether those systems are internal or external. Right now, if a company is overwhelmed with a sudden demand, such as a suddenly popular new app bringing in unprecedented numbers of photo uploads, it’s expensive and slow to change how the network works. SnapRoute’s software makes that switch quicker and cheaper.

The 20-person startup emerged from stealth mode last week with $4.5 million in venture capital investments led by Lightspeed Ventures.

«

link to this extract

 

Well….Google just announced at SMX that the 3-pack is going to start… • Google+

Joy Hawkins:

»Well….Google just announced at SMX that the 3-pack is going to start containing an ad soon. So instead of the 3-pack it’s going to be 1-ad + 2 organic listings. Yes, the ones right on Google search (not the expanded pack). Be prepared to try to get clients in the top 2 instead of the top 3!

«

Translation: in local search on mobile/desktop, there will be an ad (or two) above the maps, and then two organic results. Here’s a screenshot.

It’s the only way for Google to keep growing its ad revenues as mobile becomes bigger but the number of searches on it don’t grow.
link to this extract

 

Disdain for Gawker and praise for Thiel at Facebook’s stockholders meeting • BuzzFeed News

Alex Kantrowitz:

»Facebook shareholders (at least the ones not named Mark Zuckerberg) didn’t have a say in Peter Thiel’s reelection to Facebook’s board Monday, but it didn’t seem to matter. At Facebook’s annual stockholders meeting, shareholders applauded Zuckerberg’s move to reelect the controversial board member. Some even cheered Thiel on in his campaign to destroy Gawker.

Thiel is at once funding lawsuits against Gawker, a Facebook publishing partner, and serving as a delegate for Donald Trump, who after the Orlando shooting suggested the children of Muslim immigrants are a security threat to the United States. These positions, to some, may appear to conflict with Facebook’s mission “to make the world more open and connected.” Especially since Facebook is a critical source of traffic to publishers like Gawker, and publishers help fill Facebook’s News Feed with high-quality content. But to Zuckerberg, whose majority voting share means he has absolute power over these decisions, and to those in attendance, Thiel is still the right guy for the job.

«

link to this extract

 

You won’t be able to sue the next Gawker • Medium

Cody Brown:

»If [Peter] Thiel is successful in destroying Gawker, he will martyrize them. The Hollywood movie that will come from this a few years from now is amazing to imagine. Social Network — The Sequel. Staring Jesse Eisenberg, Hulk Hogan, Donald Trump, and a series of tech billionaires with egos as thin as egg shells.

I now feel hesitant to bring up a point like this in a public forum. So many of those I know in the heart of Silicon Valley are thoughtful, deeply intelligent, interesting people but this is their blind spot. They have funded or built massive new institutions of social change without much scrutiny but the scrutiny is finally coming and they don’t know how to handle it. They will cut you out or block you for even engaging. Paul Graham and a partner at Andreessen Horowitz unfollowed after I made a few tweets in support of Gawker. A single email from any of these guys could torpedo my next round of funding. I have more to lose than to gain by putting my name next to this.

And that’s the point.

If the price of dissent in Silicon Valley is too high, dissent will find a darker avenue. The next ValleyWag is likely to be more like WikiLeaks. It could be anonymous. It could be outside the jurisdiction of The United States. And it could use all the shiny tools of the web, Tor, bitcoin financing, Zeronet, the blockchain, to exist above the law.

«

link to this extract

 

Apple unlikely to make big changes for next iPhone • WSJ

Daisuke Wakabayashi and Eva Dou:

»The biggest planned change in this year’s phones is the removal of the headphone plug, which will make the phone thinner and improve its water resistance, said people familiar with that matter.

The Lightning connector will serve double-duty as a port for charging the phone and for connecting headphones, they said. KGI Securities analyst Ming-Chi Kuo said he expects the new iPhone to be one millimeter thinner than the current iPhone.

Apple plans bigger design changes for 2017, the 10th anniversary of the original iPhone. Those changes could include an edge-to-edge organic light-emitting diode, or OLED, screen and eliminating the home button by building the fingerprint sensor into the display, according to people familiar with the matter.

An Apple spokeswoman declined to comment.

«

So there will have to be some Extra Thing to make it worth plugging headphones into your Lightning connector. And as has been asked, how do you charge while listening to music?
link to this extract

 

Moto X designer will soon be ex Moto designer • The Verge

Vlad Savov:

»Jim Wicks, the man responsible for the celebrated designs of the 2013 Moto X and 2014 Moto 360 smartwatch, is leaving the former Motorola after 15 years of loyal service. Having joined Motorola in 2001 after design lead roles at Sony and Sapient, Wicks was part of the leadership team that stayed on during the tumult of being taken over by Google and sold on to Lenovo. But this year has seen the Motorola name phased out from public use and Rick Osterloh, the previous chief of the company, departing to head up a new hardware unit at Google. Wicks is now following suit and moving into academia, joining Northwestern University’s Segal Design Institute as a full-time faculty member.

«

As I’ve said before, I think Motorola won’t make another Android Wear smartwatch. It’s dead, Jim. The gutting of Motorola – well, that’s corporate life.
link to this extract

 

Facebook scraps in-video links to other sites • BBC News

»Video-makers can still add a link to the text that appears at the top or bottom of native video posts. However, this does not appear if the video is being watched in full-screen mode, and will therefore be missed if a user is allowing one clip to auto-play after another.

A “click for more” link does still appear superimposed over videos viewed on PCs.
However, it now makes the clips appear larger rather than directing users to third-party websites, as had been the case before.

Many broadcasters – including the BBC – upload shortened versions of their material in order to direct audiences to the full versions on their own sites.

Others, such as al-Jazeera’s AJ+ service, are content to build awareness for their brands by making clips for the social media platform without trying to send users to their sites.

Facebook itself has an incentive to discourage audiences from leaving as this allows it to show them more ads.
“This is further evidence that having eaten the audiences for newspapers, Facebook is now keen to stifle the audiences for broadcasters,” commented Roy Greenslade, professor of journalism at City University London, and a former editor of the Daily Mirror and Sunday Times.

«

Facebook is becoming an inescapable gravity well for publishers.
link to this extract

 

Now examining: Blade Runner • Typeset In The Future

Dave Addey goes into another of his deliciously detailed examinations of the fonts, symbols and typefaces (those are different, right?) in this iconic film. Previous efforts have looked at Moon and Alien. The latter was, like this, directed by Ridley Scott, and Addey notices something odd in an early scene when Deckard gets into a VTOL “Spinner”:

»The Spinner’s landscape-orientation TV shows a display that may be familiar to regular TITF readers:

This ENVIRON CTR PURGE display is identical to the one we saw in Alien, just before the Nostromo exploded :

As if that wasn’t enough self-plagiarism, Ridley Scott also steals a second display from his earlier sci-fi masterpiece.

«

There’s your lunchtime reading sorted.
link to this extract

 

Refugee rescue app pulled from App Store after it is outed as fake • The Guardian

Alex Hern:

»An app which purported to offer aid to refugees lost in the Mediterranean has been pulled from Apple’s App Store after it was revealed as a fake.

The I Sea app, which also won a Bronze medal at the Cannes Lions conference on Monday night, presented itself as a tool to help report refugees lost at sea, using real-time satellite footage to identify boats in trouble and highlighting their location to the Malta-based Migrant Offshore Aid Station (Moas), which would provide help.

In fact, the app did nothing of the sort. Rather than presenting real-time satellite footage – a difficult and expensive task – it instead simply shows a portion of a static, unchanging image. And while it claims to show the weather in the southern Mediterranean, that too isn’t that accurate: it’s for Western Libya.

The app was developed by Grey Group, an ad agency in Singapore that’s part of global advertising giant WPP.

«

Read on for complete and absolute bull spouted by Grey’s executive creative director about “algorithms”. Shameful, and shameless.
link to this extract

 

How Is Donald Trump going to quit? • Gawker

Ashley Feinberg lays out four scenarios, of which this one – during the convention – strikes me as possible:

»Remember, absolutely everything Donald Trump does is about A) creating an appearance of having won and B) getting as much positive attention as humanly possible. To succeed in this scenario, Trump needs something huge to take everybody’s mind off the fact that he’s backing out of the presidency. Trump needs to announce Trump TV.

Or the Trump News Network or Trump Broadcasting or Der Stürmer or whatever he decides to call it. This way, Trump gets to turn the Republican National Convention, where virtually every media outlet in the nation has gathered, into a press conference for the launch of his very own television network.

As Vanity Fair pointed out, his whole campaign has basically been building to this point. His constant bashing of the media certainly must mean he thinks he can do it better. And to his credit, Trump does have a knack for commanding a national audience. Why bother being President, a job he neither wants nor is qualified for, when he can do the only part he actually enjoys (screaming things on television) for the rest of his life?

«

link to this extract

 

The weird story behind the Trump campaign’s $35,000 payment to ‘Draper Sterling’ • ThinkProgress

Judd Legum on money paid to a company that oddly has the same name as the famous fictitious ad guys:

»[Jon] Adkins co-founded the medical device company with Paul Holzer, a former Navy Seal and current medical student at Dartmouth. Holzer was involved in Charlie Baker’s run for governor in 2014 — he ran the campaign’s “voter contact strategy.” He was also part of the “management and strategy team” for Missourians For John Brunner, a candidate for governor.

Trump paid an additional $3,000 each to Holzer and Adkins in May for “field consulting.” Holzer listed Adkins’ home as his address.

This is when things get interesting.

The only other apparent public mention of Draper Sterling effectively accuses it of being a scam that helps perpetrate legally questionable activity.

It comes from an FEC complaint against an entity called “Patriots For America,” a federal super PAC seeking to influence the Missouri governor’s race. The complaint, filed on May 12 by an economics professor named Aaron Hedlund, alleges that Patriots For America listed no receipts or disbursements on its FEC filings, yet sent out direct mail.

It also highlights an unusual debt of $56,234 to “Draper Sterling LLC” for “business consulting.” Hedlund describes the debt as “mysterious,” “highly unusual” and a potential violation of the law.

«

There’s usually something a bit fishy around presidential campaigns, but this is just weird. I find the Trump campaign’s (“campaign’s”) shenanigans endlessly fascinating because it’s like a clown car being driven on a Formula 1 circuit. Bits are flying off all over the place.
link to this extract

 

Missing the boat in music • Asymco

Horace Dediu:

»how does a 15 million user base in 1 year compare with the growth rate for the incumbents Spotify and Pandora?

The following graph shows the ramps for Spotify, Pandora and Apple Music since their moments of market entry. The accumulation of users by Apple looks to be the fastest yet.

This is, of course, due to a maturing use case. Apple did not have to educate people to the notion of music as a subscription. It could just announce it and users would discover it and just sign up, especially if they were already iCloud subscribers and had a credit card attached to their iTunes account.

But that’s the whole point. Apple did not have to move first in music subscriptions. It did not even have to move second or third. When it did move it could just skim the market and add to its already healthy Services revenue (orange line in the first graph above.) Missing the boat in music in this case meant capturing all the value quickly and with minimal expense.

Fundamentally, Apple’s entry into music subscriptions was a sustaining effort. Streaming sustained Apple rather than disrupting it. The difference may seem merely one of semantics, but it is also the difference between life and death for a challenger. Meaning matters.

«

Some discussion in the comments about whether streaming is a disruptive innovation after all, rather than sustaining. My own comment there is that it depends on surrounding preconditions, which have taken years to come right.
link to this extract

 

Errata, corrigenda and ai no corrida: none notified.

Start up: 3D scan copyrights, 2016 internet trends report, smartphone growth stalls, Jawbone lives!, and more

Posted on by
1


Race or income: which matters more when you’re accused in the state of Virginia? Photo by karen_neoh on Flickr.

You can also sign up to receive each day’s Start Up post by email.

A selection of 12 links for you. May contain nuts. I’m charlesarthur on Twitter. Observations and links welcome.

New Whitepaper on 3D Scanning and (the Lack of) Copyright • Shapeways Blog

Michael Weinberg:

»We are excited to announce a new whitepaper, 3D Scanning: A World Without Copyright*.  As the name suggests, the paper examines how 3D scanning intersects with copyright law.  We are big fans of 3D scanning here at Shapeways, and so we thought it was important to start a discussion around how copyright might impact all of the scans that are coming into the world.

It may come as a surprise, but in many cases 3D scans will not be protected by copyright.  That does not mean that scans are not important, but it does mean that people making and distributing scans should understand what rights they do – and do not – have in those scans.

Why aren’t the scans protected by copyright?  One of the key requirements for copyright in the United States is originality. Even if it takes a large amount of skill to create a scan, if making the scan does not involve originality it is simply not eligible for copyright protection.

The vast majority of scans fall squarely in that category.  By definition, most 3D scans attempt to create a perfect digital replica of the model being scanned.  Injecting “original” content that deviates from the object being scanned into that digital file would undermine the purpose of the scan.

«

Wonder where this puts the Nefertiti 3D Scan which was nicked from a museum’s server.
link to this extract

 

Uncovering big bias with big data • Lawyerist

David Colarusso:

»A while back, two of my colleagues were arguing about which is a bigger problem in the criminal justice system: bias against defendants of color or bias against poor defendants. My first inclination was to suggest we could settle the dispute if we had the right dataset. (I’m an attorney turned data scientist, so yes, that really was my first thought.1) That being said, the right dataset magically appeared in a tweet from Ben Schoenfeld.

What follows is the story of how I used those cases to discover what best predicts defendant outcomes: race or income. This post is not a summary of my findings, though you will find them in this article. It is a look behind the curtain of data science, a how to cast as case study. Yes, there will be a few equations. But you can safely skim over them without missing much. Just pay particular attention to the graphs.

«

Graphs like this:

It’s a terrific walk through how to deal with a big dataset and draw conclusions from them. No, I’m not going to skip to the end; read it.
link to this extract

 

2016 Internet Trends Report • Kleiner Perkins Caufield Byers

»The 2016 edition of Mary Meeker’s annual Internet Trends report covers today’s Internet growth and an in-depth look at the following:

Global Internet users have surpassed 3B; India has supplanted the US as the world’s second-largest Internet market.
• Internet user growth remains consistent (led by acceleration in India), while smartphone user and shipment growth have slowed.
• In the face of a slowing global economy, key macro growth drivers from the past 2 decades are less certain.
• Internet advertising (particularly via mobile) continues to grow, but so does ad-blocking, pushing the envelope on development of more innovative ad formats.
• New online-first brands have rapidly grown in popularity for the millennial generation with their focus on omni-channel and personalized distribution strategies.
• In communication, video and images shared are growing as a means of storytelling; creators, consumers, and advertisers are taking part.
• Messaging has evolved from simple, expressive conversation to business-focused use cases, with Asian platforms often leading the way.
• More efficient and often more convenient than typing, voice-based interfaces are ramping quickly and creating a new paradigm for human-computer interaction.

«

And much more. You might take issue with some of the detail (it overstates the iPhone’s ASP, but the general direction is right) but it’s a reference, as usual. Question is, is it predicting the future or just setting up how the past looked? Anyway, here’s the whole 213 pages, if you have a spare five minutes.

link to this extract

 

The End of Scale • rafat.org

Rafat Ali was the founder of PaidContent (which he sold to the Guardian Media Group; it later sold it at a loss) and more recently of Skift, a travel intelligence company:

»2016 is a seminal moment in media business history. The year where digital scale finally got exposed as a false proxy to actually building a real business.

The promise of trillion device universe, the promise of infinite distribution.

The promise of infinite user time. What were we thinking?

The tyranny of scale.

Time, attention, value, real tangible utility value to the daily lives of people. We all got fooled into thinking those could be replaced by tonnage of shares/views/interactions, forgetting there were humans on the other end, who at some point would get tired of the distraction and deception. We all got fooled by the startup ecosystem, by the investors drunk of dreams of unicorns (in media, of all places!), by the media who were covering all of this, desperate to look relevant and cool.

If you are the type that sees analogies everywhere – I am one of them – then you can see a lot of parallels among this the rise and crash of media scale chasing era with the bundling and rebundling of crappy mortgages and passing them onwards to be rebundled and sold to the gullible, only to come crashing down only seven years ago. Chasing scale in finance, at any cost, same as chasing scale in media businesses, at any cost…

…Who were we trying to fool?

Therein comes the biggest lie in all this, now exposed: There is no secret sauce in media.

There is no outside savior coming to rescue.

It is all you. The value you build with your editorial. The value you can create by being focused on doing a few things very very well.

«

Quite scary, in its way.
link to this extract

 

AMD prices 3D tech to spur virtual reality market • WSJ

Don Clark on AMD’s release of its new Polaris-based graphics cards:

»the need for a PC with an add-in card that includes a beefy 3-D graphics chip is another barrier that stands in the way of widespread adoption of VR. An online survey conducted in April by the Advanced Imaging Society found that 68% of respondents said VR equipment was too expensive.

“Less than 1% of PC users have systems that are capable of doing VR,” said Raja Koduri, senior vice president and chief architect of AMD’s Radeon technologies group. “The entry point is very, very high.”

AMD said its new Radeon RX cards, certified for use in VR by HTC and Oculus VR, deliver performance equivalent to that of $500 graphics cards used for VR.

Patrick Moorhead, an analyst with Moor Insights & Strategy briefed on AMD’s strategy, estimated that the current minimum price on cards comparable to AMD’s new models is $399. He said the $199 pricing comes as a surprise.

“It’s great for getting more people into VR,” said Kelt Reeves, president of Falcon Northwest Computer Systems Inc., a boutique maker of gaming PCs that serves the market.

«

Except that would require people to upgrade their PC to one capable of doing it. More likely they’ll do it via their smartphone, surely.
link to this extract

 

Worldwide smartphone growth forecast to slow to 3.1% in 2016 as focus shifts to device lifecycles • IDC

»According to a forecast update from the International Data Corporation (IDC) Worldwide Quarterly Mobile Phone Tracker, smartphone shipments are expected to grow 3.1% in 2016, which is a substantial slowdown from the 10.5% growth in 2015 and 27.8% in 2014. Shipments are expected to hit 1.48 billion in 2016 and grow to 1.84 billion in 2020. The new forecast is 2.6 percentage points lower than IDC’s previous forecast for 2016 on the basis of the continued slowdown in mature markets and China.

IDC expects large markets like the United States, Western Europe, and China to see low single digit growth rates in 2016 while Japan and Canada are expected to contract by 6.4% and 6.9%, respectively. In all these markets, smartphone buying behavior is changing in many ways. In operator-driven markets the transition away from two year subsidized contracts toward monthly installment plans are slowly taking place. Meanwhile, many retail heavy markets are seeing a surge in the eTailer channel, better known as online marketplaces.

“Consumers everywhere are getting savvy about how and where they buy their smartphones, and this is opening up new doors for OEMs and causing some traditional channels to lose some control of the hardware flow,” said Ryan Reith, program vice president with IDC’s Worldwide Quarterly Mobile Phone Tracker. “Smartphones sold into eTailer channels grew 65% in 2015 and are expected to account for roughly 12% of smartphone shipments in 2016, up from just 4% in 2013. Consumers are having more say over which brands they want and at the same time able to bargain shop.”

«

Phablets will do well, Windows Phone won’t, iPhones to see slight drop from 232m in 2015 to 227m in 2016, BlackBerry to.. fade to black, probably.
link to this extract

 

Apple Watch 2 wishlist • Hypergeusia

Ryan Considine’s list (faster, better app launcher, ambient display and more) is right on the spot. And I have to agree with him on this wish:

»

TouchID
That passcode screen is miserable.

«

I have to do the passcode first thing every morning. It’s not a great experience.
link to this extract

 

We’re still committed • The Jawbone Blog

Hosain Rahman is CEO of Jawbone:

»As some of you may have recently seen, there have been a few incorrect media reports that Jawbone is exiting the wearables business or going out of business altogether. These reports are unequivocally false. This speculation appears to emanate from wrongful insinuations made in a blog post in which the particular digital publication has since made a “Correction.” Jawbone was not contacted on the specific insinuations prior to the post and other media picked them up before the digital publication posted a correction, further spreading this false information.

To be clear, Jawbone remains wholly committed to innovating in and building great wearables products. We have never been more excited about our pipeline of technology and products and look forward to sharing them with the world when ready.

We have always managed our inventory positions according to internal business processes and strategic product lifecycle objectives. This situation is no different and we will continue to support all of our products. UP2, UP3 and UP4 are still hugely popular and continue to sell well. We’re also continually inspired by stories of how our UP® community is using our products to live better.

«

The “particular digital publication” appears to be Tech Insider (aka Business Insider), where the story from Friday May 27 has been seamlessly updated to include this denial from June 1.

I’m not quite getting an unequivocal feeling that Jawbone is feeling strong. But it also shows how the world of zero-deadline digital can lead to messups; at least with a print deadline, you know when you need to answer. (That didn’t stop screwups, but it gave you a time by which to prevent them.)
link to this extract

 

From $4.5bn to nothing: Forbes revises estimated net worth of Theranos founder Elizabeth Holmes • Forbes

Matthew Herper:

»Theranos has been hit with allegations that its tests are inaccurate and is being investigated by an alphabet soup of federal agencies. That, plus new information indicating Theranos’ annual revenues are less than $100m, has led FORBES to come up with a new, lower estimate of Theranos’ value.

FORBES spoke to a dozen venture capitalists, analysts and industry experts and concluded that a more realistic value for Theranos is $800m, rather than $9bn. That gives the company credit for its intellectual property and the $724m that it has raised, according to VC Experts, a venture capital research firm. It also represents a generous multiple of the company’s sales, which FORBES learned about from a person familiar with Theranos’ finances.

At such a low valuation, Holmes’ [50%] stake is essentially worth nothing. Theranos investors own preferred shares, which means they get paid back before Holmes, who owns common stock.

«

If that’s the case about Holmes’s stock, she was poorly advised. Forbes also thinks she won’t raise money at a higher valuation again, has too many unknowns, hasn’t delivered on promises (or threats), and might not have a target market.

Apart from that, Ms Holmes, how was the play?
link to this extract

 

Twitter is betting everything on Jack Dorsey. Will it work? • Vanity Fair

Nick Bilton, who has been a splendid biographer of the Borgia-style goings-on at the top of Twitter, updates his book with the latest:

»I have been told by people close to the company that, in the face of mounting pressure from Wall Street, Twitter occasionally resorted to what most start-ups do when they need to goose the numbers: they kind of faked it. This happens at virtually all social networks; the company sends an e-mail to inactive users who haven’t been on the service in a few months, informing them there is a problem with their username or account, which leads people to log in to fix the situation. Magically, those people become monthly active users even if they were not.

And while Dorsey wasn’t employing that trick, his magic was not yet apparent to investors on Wall Street. Months into his turnaround campaign, user growth was relatively flat and Twitter’s stock was now down nearly 60% from where it had stood when Costolo was convening his staff in [the meeting room called] Waterthrush. Twitter, which once had a market valuation of nearly $40bn, was now worth about half that…

…There are few things about Twitter’s future that anyone can say for certain, but I’ll offer one prediction with absolute assuredness: there will not be a fourth Jack Dorsey era. Recently, when I met with executives at the company—including the executive chairman of the board, the chief financial officer, and the director of communications—there was one query that seemed to catch everyone off guard. What was Plan B, I asked, if Dorsey couldn’t turn the company around? “There is no Plan B,” I was told. “This is it.”

The solution to Twitter’s problems, they all reiterated, along with Dorsey, is that word “live.” “We now know what inhibits usage, and what doesn’t,” Dorsey explained to me. He said he has a slew of new features—including hosting live video from the N.F.L., where people can talk about the game as they watch it—that will grow the audience and focus on that single, live strategy.

Twitter is betting a lot on this relatively simple notion.

«

link to this extract

 

2016 Mobile Adblocking Report • PageFair

»Quick Facts:

• At least 419 million people (22% of the world’s 1.9bn smartphone users) are blocking ads on the mobile web.
• Both mobile web and in-app ads can now be blocked.
• As of March 2016 an estimated 408 million people are actively using mobile adblocking browsers (i.e., a mobile browser that blocks ads by default).
• As of March 2016 there are 159 million users of mobile adblocking browsers in China, 122 million in India, and 38 million in Indonesia.
• As of March 2016 in Europe and North America there were 14 million monthly active users of mobile adblocking browsers.
• A further 4.9 million content blocking and in-app adblocking apps were downloaded from the app stores in Europe and North America since September 2014.
• Adblocking is now the most hotly discussed topic in the digital media industry.

«

Those figures for China, India and Indonesia add up to 319 million – leaving about 111 million outside those three countries. Adblocking is most prevalent (ie most urgent to users) where data is expensive and phones are slow(er).

Here’s the presentation:

There’s a PDF report too.

link to this extract

 

Delaware court finds Dell’s $24bn buyout underpaid investors • FT.com

James Fontanella-Khan and Leslie Hook:

»“The sale process functioned imperfectly as a price discovery tool, both during the pre-signing and post-signing phases,” said Travis Laster, vice-chancellor of Delaware’s special corporate court.

The ruling is a black eye for Mr Dell and Silver Lake, which were attacked at the time for underpaying and then changing the voting rules to prevent the offer being blocked.

Magnetar Capital, a hedge fund, could net about $15m as it has legal rights to about 3.8m shares.

Dell’s $24bn sale to its founder came under scrutiny as many investors believed Mr Dell was conflicted: playing seller and buyer at the same time. A spokesperson for Dell declined to comment on Tuesday’s ruling.

In the wake of the financial crisis, Dell’s PC sales had slipped, causing share prices to fall — and presenting Mr Dell with an opportunity.

The efforts by Mr Dell and Silver Lake to take Dell private were contested by shareholders from the beginning. Shareholders who opposed the deal included billionaire activist Carl Icahn as well as T Rowe Price, which believed the market was underpricing Dell.

«

In total, it’s about $20m in extra payments. Not huge, but it’s the principle: how can it be right for Dell to be both seller and buyer? Here’s the ruling.
link to this extract

 

Errata, corrigenda and ai no corrida: none notified.

Start up: Trump’s casino flop, Micromax hits a bump, Samsung’s warning, the prime conspiracy and more

Posted on by
Reply

Google’s Deepmind systems are used to recognise handwriting in images. Photo by invisible monsters on Flickr.

You can now sign up to receive each day’s Start Up post by email. You’ll need to click a confirmation link, so no spam.

A selection of 10 links for you. Use them wisely. I’m charlesarthur on Twitter. Observations and links welcome.

Here’s how Donald Trump treats the little people » Mother Jones

Kevin Drum on the publicly listed Trump casino-controlling company in the 1990s:

»Trump’s fans were conned into buying up his debt-laden properties and turning them into a public company. Trump, who plainly had no interest in running a casino and had demonstrated no corporate management skills during the prior decade, paid himself millions of dollars from the company’s coffers for doing essentially nothing. He then unloaded his third casino onto the public company at an inflated price.

The public company didn’t show a profit during a single year of its existence. In 2004 the stock was delisted and the company forced into Chapter 11 reorganization. It was renamed Trump Entertainment Resorts, but with Trump still at the helm it continued to pile up losses and amassed debts of nearly $2bn. In 2008, after missing a $53m bond payment, it declared bankruptcy yet again and Trump resigned as the company’s chairman. Its investors lost all their money.

In case you’re curious, this is how Trump treats the little people.

«

Just so you can’t say you weren’t warned. Would a President Trump be as corrupt as Berlusconi? Odds seem strong.
link to this extract

 

Google DeepMind: What is it, how it works and should you be scared? » Techworld

Sam Shead interview with Mustafa Suleyman, co-founder of Deepmind, who explains where the systems are used inside Google:

»We use it to identify text on shopfronts and maybe alert people to a discount that’s available in a particular shop or what the menu says in a given restaurant. We do that with an extremely high level of accuracy today. It’s being used in Local Search and elsewhere across the company.

We also use the same core system across Google for speech recognition. It trains roughly in less than 5 days. In 2012 it delivered a 30 percent reduction in error rate against the existing old school system. This was the biggest single improvement in speech recognition in 20 years, again using the same very general deep learning system across all of these.

Across Google we use what we call Tool AI or Deep Learning Networks for fraud detection, spam detection, hand writing recognition, image search, speech recognition, Street View detection, translation.

Sixty handcrafted rule-based systems have now been replaced with deep learning based networks. This gives you a sense of the kind of generality, flexibility and adaptiveness of the kind of advances that have been made across the field and why Google was interested in DeepMind.

«

link to this extract

 

Letter to shareholders » Samsung Investor Relations

Oh-Hyun Kwon, CEO of Samsung Electronics:

»In 2016, the overall global economy may slow down, and uncertainties such as financial risks in emerging markets are expected to increase. The IT industry will change in an unprecedented speed, and competitions will intensify further.

We expect core products of our company, such as smartphone, TV, and memory, will face oversupply issues and intensified price competition. Our competitors will follow close behind our leading position in the global IT industry with aggressive investments and innovations. Moreover, innovative business models such as O2O (Online to Offline) and sharing economy are undermining the importance of hardware, which is our strength, and shifting the core competitiveness to software platform.

To cope with these changes in the business environment, we will continue to implement groundbreaking changes and innovations, and strive to secure differentiated competitiveness.

«

“Oversupply issues” probably doesn’t apply to the smartphones, but the price competition will. And there’s no explanation of how it’s going to cope exactly with that shift to software-based competition.
link to this extract

 

Privacy absolutism » AVC

Venture capitalist Fred Wilson:

»I do not think that because we now have the technology to lock things down (strong encryption) and because the industry that develops and maintains all of this technology has a strong libertarian bent that we should just abandon the framework that has worked in our society for hundreds of years. If society thinks someone is doing something wrong, and if law enforcement can get a warrant, there should be a mechanism to get access to our devices.

I would love to see the tech sector work to figure out a smart way to address this issue. My partner Albert has suggested an approach on his blog. There are some interesting approaches that are already being used in cold storage of bitcoin that could be applied to this situation.

But my meta point here is that I am saddened by the tech sector’s absolutist approach to this issue. The more interesting and fruitful approach would be to think about the most elegant solutions and build them.

«

The linked suggestion by his partner is this:

»I would posit that each device should ship with an *individual* key that is created by the manufacturer specifically for the purpose of unlocking the device. The key should then be stored in a way where it can be requested by law enforcement (either by the manufacturer or a third party that specializes in compliance for this). The process for such a request should run via the judiciary and mirror that for a warrant.

«

It’s also known as “key escrow” and was part of the “Clipper chip” idea which was proposed by the Clinton administration in the 1990s and comprehensively shown to be a bad idea by Matt Blaze (who is still around, on Twitter and elsewhere).

Wilson is the one who was previously stunned by Apple not making iMessage cross-platform, despite the fact that it is demonstrably valuable as an iOS exclusive. I’m approaching the point where I learn what Wilson’s view is on something, and then assume the opposite is what will happen.
link to this extract

 

Microsoft stops taking Bitcoin for Microsoft Store payments » Digital Trends

Trevor Mogg:

»Much was made of Microsoft’s move two years ago to start accepting Bitcoin as a form of payment for purchasing content from its online store.

The situation has, however, quietly changed, as the computer giant has recently added a note to its website revealing it’s no longer accepting the cryptocurrency in the Microsoft Store on Windows 10 devices.

“You can no longer redeem Bitcoin into your Microsoft account,” the message says, though adds that existing balances in user accounts “will still be available for purchases from Microsoft Store, but can’t be refunded.” So to be clear, any funds in your account now are good to use, but forget trying to make any new deposits into your account using Bitcoin.

«

Microsoft accepted Bitcoin? For Windows apps? Doubt that troubled the blockchain very much.
link to this extract

 

India’s Micromax, once a rising star, struggles » Reuters

Himank Sharma:

»A year ago, Micromax vaulted past Samsung Electronics Co Ltd to become India’s leading smartphone brand. Today, its market share has nearly halved, several top executives have resigned, and the company is looking for growth outside India.

In Micromax’s slide to second place is a tale of the promise and peril of India’s booming but hyper-competitive smartphone industry.

India is the world’s fastest-growing smartphone market. Shipments of smartphones jumped 29% to 103m units last year.

Rapid growth has helped nurture a crop of local brands, led by Micromax, that outsourced production to Chinese manufacturers. Now, as Samsung rolls out more affordable phones, the same Chinese factories are entering the Indian market with their own brands, depressing prices and forcing Indian mobile makers to rethink their strategies.

“What the Indian brands did to the global brands two years ago, Chinese phone makers are doing the same to Indian brands now, and over the next year we see tremendous competition for Micromax and other Indian smartphone makers,” said Tarun Pathak, analyst at Counterpoint Research in New Delhi…

…Last May, Alibaba walked away from a mooted $1.2bn purchase of a 20% stake, citing a lack of clarity on growth plans, according to one executive involved in the discussion. Micromax co-founder Vikas Jain said in an interview with Reuters this week that the company and Alibaba disagreed on a future roadmap.

«

The smartphone business’s evolution has been like the PC business’s evolution speeded up; India’s is like the smartphone one, speeded up again.
link to this extract

 

Here’s what a knockoff Apple Watch looks like » Daily Dot

Mike Wehner, way back in April 2015:

»The story of how I came to own this forgery isn’t particularly remarkable: In early March, just as the hype around Apple’s new wearable was reaching a fever pitch, I found a Taiwanese seller who claimed to be selling the Apple Watch for immediate shipment. There was no size option or “collection” to choose from, just four colors, so I selected one and placed an order. It cost me the equivalent of roughly $53, and while I knew the watch that eventually arrived wouldn’t be anything impressive, I was nonetheless curious about just how bad it would be. Now I know.

«

Pretty dire. Wonder if they’re any better now?
link to this extract

 

Music piracy hasn’t gone, it has merely changed its spots » MIDiA Research

Mark Mulligan:

»P2P piracy was tailor made for the 2000’s when:

• Home internet connections were slow
• Most content consumption was desk top based
• People still liked owning music

Now in the streaming era all three of those market dynamics have lessened massively. So little wonder then that piracy technology has evolved to meet the needs of the streaming consumer.

With YouTube the number one digital music destination, and with a catalogue that no other music service will ever be able to match, it makes complete sense that YouTube rippers have emerged as one of the key strands of music piracy tech. Many of which transform YouTube into a fully offline, on demand, ad free, high quality music service.

«

And that’s why the music labels tend to hate YouTube.
link to this extract

 

GMG’s David Pemsel: Membership will make up a third of the Guardian’s revenue within three years » The Media Briefing

Chris Sutcliffe:

»The Guardian has not been agile enough to respond to the challenges faced by the publishing industry over the past few years, according to Guardian Media Group CEO David Pemsel.

Speaking at Digital Media Strategies 2016, Pemsel said that an overly narrow focus on the “big number” of its global audience masked some of the strategic issues that the Guardian was facing:

»

“I think all those big numbers are a proof point about how fast and innovative we’ve been in getting to digital [but] monetising anonymous reach is essentially over.

“To be able to parade around and say ‘we’re big’ is not good enough. We want to convert our anonymous reach into a known audience.”

«

That conversion of its unknown audience to a known one is a “massive opportunity”, based around a refinement and reinvention of The Guardian’s membership scheme, which Pemsel believes could make up one third of the Guardian’s overall revenue within three years.

«

The point about “monetising anonymous reach is essentially over” is a key one. Pemsel is saying that online advertising in itself isn’t enough to fund the Guardian – which ought to worry everyone else.
link to this extract

 

Mathematicians discover prime conspiracy » Quanta Magazine

Erica Klarreich:

»Two mathematicians have uncovered a simple, previously unnoticed property of prime numbers — those numbers that are divisible only by 1 and themselves. Prime numbers, it seems, have decided preferences about the final digits of the primes that immediately follow them.

Among the first billion prime numbers, for instance, a prime ending in 9 is almost 65 percent more likely to be followed by a prime ending in 1 than another prime ending in 9. In a paper posted online on Sunday, Kannan Soundararajan and Robert Lemke Oliver of Stanford University present both numerical and theoretical evidence that prime numbers repel other would-be primes that end in the same digit, and have varied predilections for being followed by primes ending in the other possible final digits.

“We’ve been studying primes for a long time, and no one spotted this before,” said Andrew Granville, a number theorist at the University of Montreal and University College London. “It’s crazy.”

«

My first objection on reading those paragraphs was “they should do it in a different number base than decimal”. Then it turns out that they started in a different number base (3) and worked out from there. So yes, this is a spooky property.
link to this extract

 

Errata, corrigenda and ai no corrida:

The adblocking revolution is months away (with iOS 9) – with trouble for advertisers, publishers and Google

Posted on by
123


The thing about print adverts was that they stayed where they were. Photo by Bethan on Flickr.

TL:DR: when Apple’s iOS 9 comes out in September, there’s going to be a dramatic uptake of ad blockers on iOS – and it’s going to have far-reaching effects not just on websites and advertisers, but potentially also on the balance in mobile platforms and even on Google’s revenues.

Now, the longer version.

Remember newspapers?

In the old days, adverts appeared in print, on the radio and on the TV. Most ad-supported news organisations that have shifted to the internet began in print.

Ads in print were straightforward. Advertisers bought space, and editors could turn them down, or sometimes decide not to run them if a story broke that would bring about an awkward juxtaposition of, say, the advert for a shoe store on page 3 and the big breaking story now being placed on page 3 about people having feet crushed by a runaway steamroller. (The ad would get moved to another page.) Print ads were hard for advertisers to track, though they could use codes and so on that would clue them in to where someone had seen one if they responded directly.

Then came the internet, and the promise of measuring which adverts people had seen, and which they had clicked, followed swiftly by the realisation that you’d be able to follow what adverts people had seen between different sites by use of tracking cookies and scripts.

Now we have the situation where news websites are plentiful (some just rewriting, sometimes by machine, sometimes not) and adverts even more so: the attempt by The Verge’s Nilay Patel to pin the blame on mobile browsers’ lack of capability has been effectively shot down by Les Orchard, who pointed out the colossal amount of data that a simple page requires.

That’s where we’re at: websites are getting overloaded with ads, beacons, trackers and scripts that are all scrambling over each other in their attempt to squeeze the last bit of information about us from every page.

But nobody asked us, the readers, along the way whether that was OK. And now, people are deciding that it’s not OK.

Block that ad!

The uptake of AdBlock and its commercial sibling Adblock Plus has been gradual, but has now reached more than 150m users, and it’s accelerating. People are getting pissed off with the huge data loads pages impose without their consent, and the idea that they’re being tracked without their consent. In this post-Snowden age, the latter particularly bugs people. Fine, I came to your site; record the fact. But you’re watching me wherever I go online? That’s not acceptable.

People are also pissed off about what can happen when they view an advert online. In all the years I’ve viewed print adverts, I’ve never had one that:
• filled the page I was trying to read and insisted I either wait or click on a particular point on the page to read the article I came for;
• moved up from off the page to insert itself in front of the article I was reading and ask me to sign up for a mailing list;
• started automatically playing a video advert while I was reading some text;
• infected my computer with malware inserted in the ad;
• ran a Javascript script that pretended I need to pay a ransom, or otherwise blocked any interaction unless I pressed a button saying “OK”;
• turned me away from the page I was reading to a completely different one demanding I download an unrelated app.

You may well have other examples. (I’ve not had the malware/Javascript experience online, but other people certainly have.)

Apple: bite me

Into this comes Apple, which guards the user experience on the iOS platform, its biggest moneymaker, very jealously. Apple’s executives and staff aren’t blind to the things that are going on; they use their phones, and they get the same experiences. User experience is what Apple puts above pretty much everything else, and they’ve decided that they don’t like the experience available through the ad-supported web, and so they’re going to do something about it. Hence content blockers for Safari (and all web views) on iOS 9, which wasn’t announced onstage at WWDC but was one of those “Whoa!” moments on browsing through the Settings in the first iOS 9 beta. (Do read the link in the previous sentence, which explains what iOS 9 content blockers are, and are not.) Hence also Apple News, which is basically “all those sites but with the crap taken out”.

The ad intrusion situation on mobile is arguably worse than on desktop, since people are more sensitive about the amount of data they download on mobile, and their phones are less powerful so that complex layouts take longer.

You can get some adblockers for Android (though reviews for the main one are mixed), though you can’t get AdBlock Plus. You can get Ghostery (which shows you what you’re being tracked by) for Android. But there’s nothing like either presently for iOS.

That’s going to change, and I think the advent of iOS 9 and content blocking extensions will touch off a firestorm.

Update: just to clarify: content blocking extensions aren’t built in to iOS 9; only the capability to use them. But people are already working on them. You’ll have to download them and install them, rather like third-party keyboards.

Here’s a video of one presently being developed by Chris Aljoidi:

/Update

These blocking extensions will be paid for (at least initially), but the effect of people tweeting and updating Facebook about how much they enjoy the ad-free web will be hard to ignore. As Carl Howe observes, “Like it or not, once Apple supports ad-blocking in its browsers, it will become the default for people who don’t want tracking.” That also plays into Apple’s other general message, about how it doesn’t track what you do when you’re using its products.

Once this begins happening on mobile, it’s going to sweep back on to the desktop. “How do I do this on my PC?” will become quite a common question. People will load up with adblockers. That’s when websites will begin to face a real problem.

The moral conundrum

Of course, at this point we should step back and ask “why were the adverts there in the first place?” Oh yes, because they help pay for the content. In some – well, many, almost all – cases, they pay for all of the content. As Rene Ritchie of iMore explains, these days sites have to rely on getting ad inventory from all over to fill space; multiple networks vie to fill the space with the most apposite ad for the lowest price (to the advertiser) that the publisher will accept.

It’s worth considering what Ritchie wrote at length:

While we sell premium ads directly to advertisers, that only fills a small subset of the required “inventory” to support the network. Some 85% of ads we served last month were “programmatic”—provided by ad exchanges like Google Adx and Appnexus. Those exchanges are pretty much black boxes. We get a tag, we insert it, and ads appear.

Each ad gets its own iframe, so load is asynchronous and, if one fails, it doesn’t kill the entire site. Unfortunately, that also means each one fires its own trackers, even if those trackers are identical across ads. It’s terribly inefficient.

We’ve tried to find or figure out a way to streamline them, but haven’t been able to. They’re built into the foundations of all the major networks, ad and social, ostensibly to provide more “relevant” content.

When we do get good ads, as soon as they finish their allotted impressions, they go away, and the ad spot gets back-filled with “remnants” which get progressively worse and worse the more we refresh the site.

We also have no ability to screen ad exchange ads ahead of time; we get what they give us. We can and have set policies, for example, to disallow autoplay video or audio ads. But we get them anyway, even from Google. Whether advertisers make mistakes or try to sneak around the restrictions and don’t get caught, we can’t tell. It happens, though, all the time.

So ads are out of control even for sites. That’s so removed from the world of print, where an editor could veto or move an ad, that it’s boggling.

It’s this lack of control – the mad desire and demand by advertisers to get everything, indifferent to the effect of the user experience on the reader – that is driving people to adblockers. It’s a variant of the tragedy of the commons.

People don’t like it; here’s what a recent survey for Reuters shows. (What it doesn’t show is how many of those who don’t block ads know of the capability for doing it.)

Attitudes to advertising and use of adblocking

Not very legible; adblocking is the lower bars. People aren’t happy.

But wait, what about the moral dimension? The fact that if you block the ads, the sites lose their income?

I’ve previously written that the two sides on this are far apart; that adblocking is the new speeding: those who do it can justify why to themselves, while those who think it’s wrong are stern in their disapproval.

Entertainingly, when I noted on Twitter how many trackers I’d blocked using Ghostery (as part of an experiment using Ghostery, AdBlock, Javascript Blocker and uBlock to see how it changed my browsing experience), I was at once the object of finger-wagging and the accusation of the destruction of journalism:

Have I any responsibility to them? Well, not really. Certainly as a standard reader, here’s what happened: I accepted an invitation to read an article, but I don’t think that we quite got things straight at the top of the page over the extent to which I’d be tracked, and how multiple ad networks would profile me, and suck up my data allowance, and interfere with the reading experience. Don’t I get any say in the last two, at least?

Hence my response:

(You can view the entire conversation if you’re logged in to Twitter.)

Print evolved. Now it’s the web advertisers’ turn

This is the part of the debate that so interests (and, frankly, entertains) me. Print-based organisations were told they needed to evolve, and stop being such dinosaurs, because the web was where it was at: advertising was moving, and if they didn’t move too, they’d just die.

Now we’re all online, but somehow we’re meant to accept that web advertising is how it is, and never question or deviate from it? Nuh-uh. Why should web advertisers be immune from evolutionary or revolutionary change in user habits? What’s sauce for the print goose is sauce for the online gander. I don’t recall the people who scolded me for using tracking detectors previously saying that everyone had to stick with print adverts because they made more money (which those ads still do).

Furthermore, any argument that tries to put a moral dam in front of a technological river is doomed. Napster; Bittorrent; now adblocking.

Which quickly leads to…

If any significant number of users shift to using adblockers, web advertisers are going to have to move quickly to deal with that new reality. Web publishers too.

(Though I have to say I have very little sympathy for a lot of web “publishers”. Back in the early days of the web, the Guardian ran a brilliant ad which asked “Ever wondered how every day there’s just enough news to fit in the newspaper?” It was advertising the Guardian website, and the fact there was more there than you’d find in the paper.

Now? There are a gazillion websites – but tons of them are simple copies, monetised by adverts from Google or whoever, which leach from the originating sites by copying their content. We’ve now established the limits of how much news is generated each day: it’s more than fits in newspapers, but less than fits on all the websites currently dedicated to “news”. If adblocking puts some of the copiers on the skids, I won’t weep. That’s not journalism; it’s a sort of horrible stenography, even worse than some of the stenography that does pass for journalism at some bigger sites. Good journalism, and worthwhile sites, will survive. Or good journalists will.)

What form will the evolution take? Well, look at sites like Buzzfeed, and their use of native content. If the site generates the ad, it’s suddenly a lot harder to block. We’re back, in a way, in the land of print, where the printing of the editorial and the ads happened in the same place.

Ecosystem fights

Beyond all this, there’s a longer-term potential effect. I don’t think Apple was gleefully thinking of ways to nobble Google when it decided to introduce content blocking, but this could have quite an effect.

Consider: iOS 9 arrives, and lots of happy iOS users say how delighted they are to be blocking those annoying ads. (Don’t underestimate how quickly iOS 9 will be taken up: it’s going to be available for devices going back to the iPhone 4S and iPad 2 and will use less storage than iOS 8. Even iOS 8 was on half of iOS devices within two months of release.) Meanwhile Android users won’t be able to follow suit (to anything like the same extent). At least one of two things will happen:
• some Android users begin considering switching to iPhones
• Google comes under pressure to allow adblockers on the Play Store to prevent Android switching.

Neither of these is good for Google. The loss of Android users is probably more tolerable in the short term. Adblocking could pose an existential risk to Google (which is why it pays Adblock Plus’s makers to not block Google ads).

It’s unlikely that adblocking could ever reach a pitch where it really offers a grave threat to Google. But as more and more people from developing countries come online, paying for every kilobyte of data, they might want adblocking too. India in particular is a generally tech-savvy country where data prices are high; and it has embraced Android enthusiastically. Consider for a moment how that could play out.

Relevantly, Global Web Index has a survey of adblocking use which found that 27% of users aged 16-64 globally in its 33-country survey had used an adblocker, and 15% had blocked tracking.

Adblocking by region

Adblocking by region. Source: GlobalWebIndex.

Statista also had detail about European use:

Adblocking by country in the EU

Adblocking has relatively low use – but what happens when it arrives on mobile?

Consider: hardly any of that is mobile yet. Mobile is the biggest platform. Adblocking is coming to a key mobile platform in September.

Things could get ugly quite suddenly.

Update: there’s a discussion of this post on Hacker News. You don’t need root to read it.

Like this? Other analysis I’ve done you might like:
• How Gresham’s Law explains why sites are turning off comments
• The death of “Others”: how the PC market’s implosion is squeezing smaller players
• Android (and Apple, and BlackBerry, and Microsoft Mobile) handset profitability – the Q1 scorecard (updated)
• BlackBerry might have no BB7 users left by February 2016 – and that’s a big, bad problem

Enjoy!

Start up: HTC and LG struggle, Getty’s Google complaint, Circa’s bad news, and more

Posted on by
Reply


Now adjust your calendar. Geographical layout of the London Underground by DigitalUrban on Flickr.

A selection of 10 links for you. See how they run. I’m charlesarthur on Twitter. Observations and links welcome.

Optus hands over customers’ numbers to websites » ZDNet

Josh Taylor:

Optus is sending the mobile phone numbers of customers to websites that those customers are accessing, but has defended the practice, stating that information is only handed to “trusted partners”.

Last week, a user on broadband enthusiast website Whirlpool found, when visiting certain websites that Optus has a commercial relationship with, that their phone number was included in the HTTP header of the web request to that site, through a practice known as HTTP Header Enrichment.

The poster said that they discovered the number had been passed on after receiving premium subscription services to a site they had not signed up to.

Optus is in Australia, but such amazingly sleazy behaviour is likely found elsewhere too.

Getty Images takes Google grievance to EU antitrust regulators » Reuters

Foo Yun Chee:

Getty Images has become the latest company to take its grievances with Google to EU antitrust regulators as it accused the world’s most popular Internet search engine of favoring its own images service at the expense of rivals.

The complaint comes as the European Commission waits for Google to respond to charges of abusing its market power in a dozen EU countries since 2007 by distorting search results to favor its shopping service.

The renowned photojournalism archive said its troubles with Google started in early 2013.

“Web search results that link directly to the Getty Images website are placed low in the search results, frequently, and remarkably, not on the first page of results,” the companysaid on its website.

“This means Google is benefiting from the use of Getty Images content, used to generate results within Google Image Search, without sending the image searchers to the Getty Images website or other competing image search engines.”

It never rains but it pours..

Debugging and reverse engineering: Samsung deliberately disabling Windows Update » BSOD Analysis

Patrick Barker, who is a Microsoft MVP:

On my home forum Sysnative, a user (wavly) was being assisted with a Windows Update (WU) issue, which was going well, aside from the fact that wavly’s WU kept getting disabled randomly. It was figured out eventually after using auditpol.exe and registry security auditing (shown below later) that the program that was responsible for disabling WU was Disable_Windowsupdate.exe, which is part of Samsung’s SW Update software.

SW Update is your typical OEM updating software that will update your Samsung drivers, the bloatware that came on your Samsung machine, etc. The only difference between other OEM updating software is Samsung’s disables WU.

Terrible move by Samsung. It said it did this to prevent WU screwing with Samsung’s drivers.

The bigger puzzle to me is why Samsung continues with PCs. It sells a tiny number (perhaps a couple of million a quarter?) and can’t be making any profit worth writing home about.

HTC ships 4.75m HTC One M9 in three months; unlikely to make new breakthrough in China » Digitimes

Kai-Ti Chiang and Steve Shen:

HTC has so far shipped only 4.75m units of its new flagship smartphone, the HTC One M9, since the model launched in the latter half of March, down 43.75% as compared to shipments of the HTC One M8 during its initial three months, according to a Chinese-language China Business Journal report.

HTC’s market value has also declined to around US$2bn recently compared to its all-time high of US$33.8bn a few years ago, the paper added.

The mid-range to high-end smartphone market (models priced at CNY1,600 (US$258) and up) in China has become mature, but HTC’s flagship models are still set at CNY4,000, pushing consumers to pick up iPhone devices, the journal quoted China-based iiMedia Research as saying.

This would explain the profit warning earlier this month.

Farewell to Circa News » Medium

Matt Galligan:

It’s with great disappointment that we let you know that Circa News has been put on indefinite hiatus*. Producing high-quality news can be a costly endeavor and without the capital necessary to support further production we are unable to continue. Our mission was always to create a news company where factual, unbiased, and succinct information could be found. In doing so we recognized that building a revenue stream for such a mission would take some time and chose to rely on venture capital to sustain. We have now reached a point where we’re no longer able to continue news production as-is.

“Continued negotiations” around its assets and staff.

iOS 9 and Safari View Controller: the future of web views » MacStories

Web views on iOS 9, that is, where apps will be able to present browser windows without needing their own browser code – which will be handled by Safari:

Apple is making sure that user privacy and security are highly valued in how Safari View Controller operates. Safari View Controller runs in a separate process from the host app, which doesn’t “see” the URL or navigation happening inside it. Therefore, Apple claims that Safari View Controller is entirely “safe”, as private user data stays in Safari and is never exposed to a third-party app that wants to open a link in it.

Because of this, Apple has been able to port many of the features that users know from Safari to any app that uses Safari View Controller in iOS 9. Safari View Controller shares cookies and website data with Safari, which means that if a user is already logged into a specific website in Safari and a link to that website is opened in Safari View Controller, the user will already be logged in. This alone could make for a drastically superior experience when tapping, for instance, links to services like Amazon, Pinterest, or Facebook from third-party apps. If those services use Safari View Controller and the user is already logged in from Safari, she’ll get a continuous and consistent experience.

But there’s more.

Popular with developers; likely to roll out fast.

Apple Music signs Beggars Group, Merlin: sources » Billboard

Shirley Halperin and Lars Brandle:

In a letter sent to Merlin members, CEO Charles Caldas writes, “I am pleased to say that Apple has made a decision to pay for all usage of Apple Music under the free trials on a per-play basis, as well as to modify a number of other terms that members had been communicating directly with Apple about. With these changes, we are happy to support the deal.”

The announcement comes on the heels of the company’s 180-degree turn on a deal term asking labels to forego royalty payments during a 90-day-free trial offered to Apple Music users. Criticism was loud and prompted Taylor Swift to write an open letter asking the company to reverse its policy.  

In a way, Swift’s blog helped ward off a slew of bad publicity the company had weathered in recent weeks. Apple was staring down a full-scale revolt from indie labels not affiliated with the majors and major-owned distributors. As it stands, most indie distributors say their labels hadn’t signed, anticipating a new contract for indies with revised terms.

Impossible to know whether this was coming with or without Swift. Seems likely she was the final, very public, straw.

Why adblocking is the new speeding » The Next Web

I wrote this because it occurred to me that the two sides of this debate just can’t hear each other, for the most part:

people who use adblockers aren’t interested in what the publishers or journalists say: just as when you’re in a car, cut off from the world with the radio turned up loud, the complaints of the people standing on the pavement really don’t impinge on your world. The two sides of the argument are cut off from each other. The speeding driver in their air-conditioned car, the adblocking reader at their desk, are both in essence the same.

I’m not condemning adblocking, by the way. I’m not condoning it either. I’m trying to show the two sides why they can’t agree.

So what’s the solution? You know how it works with speeding in local communities: the community organises, and either gets the police (who turn up occasionally) or get something concrete done – usually in the form of actual concrete ‘sleeping policemen,’ or other ‘road calming’ that makes it impossible for drivers to speed.

Publishers and advertisers need to find the online equivalent of road calming too.

Note, above all, that I am not suggesting that adblocking can kill people. Also: contains GIF of kangaroos fighting.

Google owns the platform – twice over » Eerke Boiten’s blog

Boiten wants the granular permissions of Android M because he doesn’t like the landgrab of Android apps at present, as he tweeted:

An interesting discussion with the makers of the London Tube Map (@TubeMapLondon) followed. It turned out that the app actually didn’t have a feature using the calendar! Rather, they were catering for adverts that might want to add calendar events. My first objection to that was that ads could use apps with the appropriate permission to change the calendar, rather than doing it themselves. More importantly though, surely this couldn’t scale? All apps with ads, grabbing all the permissions that all their ads might potentially want? I stuck with not installing the app (it also wants in-app purchases, media, and call info, by the way) and thought no more of it.

Weeks later, on my next visit to London, I used the London Tube Map app again (still the old version, of course). With ads. And suddenly it all became crystal clear. Ads served by … Google. The same Google who give whatever permissions they like to the built-in Android apps that you can’t remove. They own the platform. By serving the ads on third party apps, they own the platform twice over.

Analysts cut Q2 profit forecasts as the LG G4 underperforms » AndroidAuthority

At launch, the LG G4 had been expected to sell 8m units in 2015, meaning that around 2.6m G4s would need to be sold in each remaining quarter of the year. However, second quarter shipments are expected to come in at less than 2.5m units for Q2, meaning that actual sales will be even lower than that. This is a rather poor result for the flagship’s first quarter on the market. Last year’s LG G3 sold 5.9m units in its first year and LG was hoping to beat this target by at least 20%.

There are several possible reasons as to why LG G4 sales may be lower than initially expected. Pricing could be a factor, as could the lack of major differences from last year’s G3. It’s also possible that LG’s promise of another higher-end flagship later this year has resulting in potential customers deferring their purchases.

In addition to under performing sales, LG has also seen its marketing expenditure increase this quarter.

Analysts halved their forecasts for LG mobile operating profit to 60-65bn won ($54m-58m), down from 1Q of 73bn won. The G4 was well received critically, and has a great camera.