Start up: EC v Android in detail, how neural networks spot nudes, Xbox 360’s black ring of death, and more

But now you can get a smart one with a remote app which doesn’t work! Photo by 1950sUnlimited on Flickr

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A selection of 12 links for you. Jumping beans for moving goalposts. I’m charlesarthur on Twitter. Observations and links welcome.

Spring cleaning at CNET’s Smart Home starts with a new smart washer and dryer » CNET

Megan Wollerton:

»Here’s how it’s supposed to go:

Select “Add Appliance” in the app and follow the seemingly straightforward step-by-step tutorial. This includes selecting the type of appliance you want to connect – either a washer, dryer, refrigerator or dishwasher – then the app lists the compatible models. Next, you choose the model number that corresponds to your unit, enter the SAID pin (this number is listed in small font on a sticker when you open the washer and dryer’s lid), connect to Wi-Fi, enter your home address and finally, hit the “finish” button.

Unfortunately, I experienced a couple of hiccups during what should have been a 10-minute process. The first time I tried to add the washing machine, the app crashed and would not let me log in for another 2 hours, saying, “Problem Signing In: Please try again Later.”

Once I was able to log in again, I ran into another road block when I hit the “finish” button — the very last step before the machine is connected and you can start using the app. This time the app said, “Registration Error: We couldn’t register the appliance. Please try again later.”

«

Ooh, I love the future. Love it. (Guess they had to get a woman to review it because none of the male writers would know what a washing machine was.)
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Commission sends Statement of Objections to Google on Android » European Commission

Obkects over licensing of proprietary apps, “exclusivity” and “anti-fragmentation”, here:

»if a manufacturer wishes to pre-install Google proprietary apps, including Google Play Store and Google Search, on any of its devices, Google requires it to enter into an “Anti-Fragmentation Agreement” that commits it not to sell devices running on Android forks.

Google’s conduct has had a direct impact on consumers, as it has denied them access to innovative smart mobile devices based on alternative, potentially superior, versions of the Android operating system. For example, the Commission has found evidence that Google’s conduct prevented manufacturers from selling smart mobile devices based on a competing Android fork which had the potential of becoming a credible alternative to the Google Android operating system. In doing so, Google has also closed off an important way for its competitors to introduce apps and services, in particular general search services, which could be pre-installed on Android forks.

«

That “prevented from selling” is stated as fact; either it’s Amazon’s Fire Phone (Android OEMs couldn’t make the Fire Phone without breaking the Open Handset Alliance agreement) or something involving Cyanogen and a rival app store.
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Android’s model of open innovation » Google Europe Blog

Kent Walker, Google general counsel:

»Android has emerged as an engine for mobile software and hardware innovation.  It has empowered hundreds of manufacturers to build great phones, tablets, and other devices. And it has let developers of all sizes easily reach huge audiences.  The result?  Users enjoy extraordinary choices of apps and devices at ever-lower prices.

The European Commission has been investigating our approach, and today issued a Statement of Objections, raising questions about its impact on competition. We take these concerns seriously, but we also believe that our business model keeps manufacturers’ costs low and their flexibility high, while giving consumers unprecedented control of their mobile devices.

«

Sure, but that isn’t what the EC is worked up about.
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The EU’s Android mistake » Beyond Devices

Jan Dawson:

»If the Commission’s main focus is on OEMs rather than consumers, it’s worth evaluating that a little. The reality is that OEMs clearly want to license the GMS [Google Mobile Services] version of Android, because that’s the version consumers want to buy. As Amazon has demonstrated, versions of Android without Google apps have some appeal, but far less than those versions that enable Google search, Gmail, Google Maps, and so on. Vestager’s statement alludes to a desire by at least some OEMs to use an alternative version of Android based on AOSP (presumably Cyanogen), but doesn’t go into specifics. Are there really many OEMs who would like to use both forms of Android in significant numbers, or is their complaining to the Commission just a way to push back on some of the other aspects of Android licensing they don’t like?

It’s certainly the case that OEMs and Android have a somewhat contentious relationship and Google has exerted more power in those relationships over the last recent years, but the main reason for the change in leverage is that Android OEMs have been so unsuccessful in differentiating their devices and hence making money from Android. Inviting the Commission to take action may be a roundabout way to change the balance of power in that relationship, but it’s not the solution to OEMs’ real problems.

«

These are all fair points. Though there’s a certain circularity to the argument of “GMS is what people want to buy, so that’s what is sold”. Dawson does note the above point about the “prevented” development. Was it Amazon? Cyanogen?
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September 2012: Why Google’s clash with Acer and Alibaba strains China’s Android market » The Guardian

By me, back in September 2012:

»The search giant lobbied Acer last week to halt its scheduled press showing of a new smartphone aimed at the Chinese market, pointing out that membership of the Open Handset Alliance – the group of companies forming the device, carrier, semiconductor, software and “commercialisation” sides of the Android ecosystem – forbids Acer from making devices that offer forked, or incompatible, versions of Android.

Acer cancelled the launch abruptly, leaving Alibaba fuming publicly at Google’s actions. John Spelich, Alibaba’s international spokesman, told CNet that “Aliyun is different” from Android – dismissing remarks aimed at him by Andy Rubin, head of Google’s mobile efforts including Android, saying to Spelich that “Aliyun uses the Android runtime, framework and tools. And your app store contains Android apps (including pirated Google apps).”

The upshot has been that Acer has withdrawn from the partnership with Alibaba, at least for now. But Digitimes, the Taiwan-based news site for the IT supply chain there and in China, says there is unease on the part of a number of ODMs (original device manufacturers) who would otherwise aim to benefit from making both Android-compatible and forked versions – the latter principally aimed at China.

«

This point is key. To break into or out of China, OEMs needed to be able to have different sets of services in different countries. And some OEMs wanted to be able to offer forks.
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What convolutional neural networks look at when they see nudity » Clarifai Blog

Ryan Compton:

»Automating the discovery of nude pictures has been a central problem in computer vision for over two decades now and, because of its rich history and straightforward goal, serves as a great example of how the field has evolved. In this blog post, I’ll use the problem of nudity detection to illustrate how training modern convolutional neural networks (convnets) differs from research done in the past.

*Warning: this blog post contains visualizations corresponding to very explicit nudity, proceed with caution!

«

When it’s *other peoples’* very explicit nudity then it’s worrying, of course, but not if it’s your own. NSFW, unless your work involves teaching neural networks to recognise naked people, I guess.
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The Democratic Party now belongs to Hillary Clinton » The American Conservative

Lloyd Green:

»Up until now, [Bernie] Sanders drew rock star crowds as he raged against the machine. Two days before the primary, 28,000 people showed up in Brooklyn’s Prospect Park to watch the candidate and to listen to Grizzly Bear. The Wednesday before, a crowd of 27,000 filled Greenwich Village’s Washington Square Park for Sanders and Vampire Weekend. Who needed Coachella when you had Bernie, people asked.

But opening acts aren’t the same thing as organization, concerts aren’t elections, and grand gestures don’t necessarily make you a winner. As Clinton pointed out in her victory speech, “it’s not enough to diagnose problems. You have to explain how you actually solve the problems.” Left unsaid was Clinton’s hand in making the messes she was complaining about. But never mind, Clinton clearly conveyed the message that Sanders was not ready for prime time.

In hindsight, Sanders’ jetting to the Vatican just days before the primary looks like showboating, and his ill-prepared interview before the New York Daily News editorial board seems reminiscent of a stoner trying to ace a college biology exam. And Sanders paid for all of it.

«

Just keeping you up to date on the US elections. You know.
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Intel to cut 12,000 jobs, puts focus on cloud » WSJ

Don Clark and Tess Stynes:

»Makers of handsets overwhelmingly chose chips based on designs licensed from ARM Holdings PLC, which are available from a plethora of suppliers, and Google Inc.’s Android software, which is available free. No matter how good Intel or Microsoft products became, they could never counter those fundamental changes.

Sales of PCs, meanwhile, have been mainly declining since Apple’s iPad emerged in 2010. The market recently seemed to plateau, but sales again dropped in the first quarter, falling nearly 10%, Gartner Inc. estimated.

The continuing decline has forced Intel to focus on growth areas such as computers for data centers and noncomputer devices outfitted with data processing and communications capabilities, known as the Internet of Things.

“They’ve looked at the decline of the PC market and clearly decided that they are going to put most of their effort elsewhere,” said Rob Enderle, a market research who heads the Enderle Group.

«

Let it be recorded that Rob Enderle said something sensible.
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Antitrust: e-commerce sector inquiry finds geo-blocking is widespread throughout EU » European Commission

»Margrethe Vestager, Commissioner in charge of competition policy, said “The information gathered as part of our e-commerce sector inquiry confirms the indications that made us launch the inquiry: Not only does geo-blocking frequently prevent European consumers from buying goods and digital content online from another EU country, but some of that geo-blocking is the result of restrictions in agreements between suppliers and distributors. Where a non-dominant company decides unilaterally not to sell abroad, that is not an issue for competition law. But where geo-blocking occurs due to agreements, we need to take a close look whether there is anti-competitive behaviour, which can be addressed by EU competition tools.”

More and more goods and services are traded over the internet but cross-border online sales within the EU are only growing slowly. The Commission’s initial findings from the sector inquiry published today address a practice, so-called geo-blocking, whereby retailers and digital content providers prevent online shoppers from purchasing consumer goods or accessing digital content services because of the shopper’s location or country of residence. This is one factor affecting cross-border e-commerce.

«

Pretty much unnoticed among the hubbub about Android, but likely to have more real effect. More details (and pretty graphs!) in the accompanying factsheet.
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Huawei P9 Leica-branded dual-cam actually made by Sunny Optical » Digital Photography Review

Lars Rehm:

»When the Huawei P9 was launched recently, its unusual dual-camera grabbed headlines for a couple of reasons. On one hand, its innovative technological concept, with one 12MP sensor capturing RGB color information and a second 12MP chip exclusively recording monochrome image information, had not been seen in a smartphone before. On the other hand, a Leica badge next to the camera module had imaging enthusiasts speculating about just how much technology from the legendary German camera-maker had made it into the Chinese smartphone.

Huawei later provided additional information, saying the P9’s camera module had been certified by Leica but the German company had not been involved in development or production of the optics. Now it has been revealed that the camera module in question is actually made by the Chinese company Sunny Optical Technology of China, which, according to “insider sources”, is authorized to do so by Leica.

«

Reviewers praised the P9’s camera to the skies. Wonder if they’ll revisit what they wrote?
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Achievement unlocked: 10 years – thank you, Xbox 360 » Xbox Wire

Phil Spencer, head of Xbox:

»From the original Zero Hour launch event, to the incredible reaction received last year at E3 when we announced that you could play your Xbox 360 games on Xbox One, the soul of Xbox 360 was about putting gamers at the center of every decision we make – and we apply this principle across our business to this day.

Xbox 360 means a lot to everyone in Microsoft. And while we’ve had an amazing run, the realities of manufacturing a product over a decade old are starting to creep up on us. Which is why we have made the decision to stop manufacturing new Xbox 360 consoles. We will continue to sell existing inventory of Xbox 360 consoles, with availability varying by country.

We know that many of you became gamers on Xbox 360 and are still active, so it’s important to us that while the overall Xbox gaming experience will evolve and grow, we will continue to support the platform you love in multiple ways.

«

During which time it sold not quite 90m units, and was the cause of $1.15bn in writeoffs over the Red Ring of Death.
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Is Firefox search worth $375m/year to a Yahoo buyer? » Tech.pinions

I dug into Yahoo’s and Mozilla’s financials:

»Who stands to lose if Yahoo is sold — besides of course Marissa Mayer, who will probably lose her job along with a fair number of Yahoo staff? The surprising, and unobvious, answer is Mozilla and the Firefox browser.

That’s because Mozilla is highly dependent on a five-year contract with Yahoo, signed in December 2014, where it receives about $375m per year to make Yahoo the default search provider in the Firefox browser on the desktop. From 2004 to 2014, that contract was exclusively with Google; now it’s Yahoo in the US, Google in Europe, Yandex in Russia and Baidu in China.

How much is $375m per year compared to Mozilla’s spending? Most of it.

«

Is a Yahoo buyer really going to think that is a deal worth continuing with?
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Errata, corrigenda and ai no corrida: none notified.

Start up: Apple’s conundrum, watch birds migrate!, the 5am startup, and more

A Go endgame: where would you play next? DeepMind’s systems would know. Photo by chadmiller on Flickr.

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A selection of 9 links for you. Use them wisely. I’m charlesarthur on Twitter. Observations and links welcome.

Apple wants to be a services company » Business Insider

Jay Yarow with a neat summary of Apple’s conundrum:

So, Apple is in this weird cycle: It wants to grow services revenue, but services revenue depends on iPhone sales. Currencies are falling because the global economy is weak relative to the US economy, which is leading Apple to raise prices on the iPhone, which is hurting iPhone sales, which will limit services revenues.

Apple could lower prices of the iPhone to sell more units and then grow services, but it doesn’t seem to want to do that.

Cook said Apple already had a variety of price points, from the low-tier iPhone 5s to the high-end iPhone 6s Plus.

“I don’t see us deviating from that approach,” Cook said.

This makes sense since Apple is a hardware company. If it were a services company, it would lower prices, go for smartphone unit volume, then get more money from that. But it is not a services company.

It is not principally a services company. The money it does make from services is actually pretty substantial, and threatens to overtake iPad revenue. Poor iPad.
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iPhone Headwinds » Tech-Thoughts

Sameer Singh:

Apple also increased iPhone channel inventory by 3.3m over the quarter compared to a decline of 0.2m in the same quarter last year. Keeping in mind that Apple reports sell-in (shipments), not sales to end users, this implies that iPhone sell-through actually declined by 4.3% YoY, from 74.7m to 71.5m units. This is the first such decline in the history of the product.

In addition to this sell-through decline, Apple’s revenue guidance for the next quarter implies a steeper YoY decline in unit sales. And finally, this was accompanied with a YoY increase in average selling price (ASP) which suggests that the iPhone mix is shifting towards higher end models…

…As Clay Christensen is fond of saying, “Disruption is a process, not an event”. The mechanics of low-end disruption have been working ever since the first Android smartphone was unveiled in 2008. The key test for the iPhone will be the iPhone 7 cycle, starting in fiscal Q1 [Oct-Dec] 2017. In a “redesign year”, it will be easier to gauge whether meaningful product improvements can continue to generate increased demand or if today’s smartphones have already reached “good enough” territory.

The sell-through point is valid (only BlackBerry also gives the same data). The odd thing is that rising ASP: it points to people having the disposable income to buy the pricier models, which argues against the “low-end disruption” thesis.

But the gap between the average selling price of an Android handset and the average selling price of an iPhone has never been larger. That must have knock-on effects. But what?
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Google AI algorithm masters ancient game of Go » Nature

Elizabeth Gibney:

DeepMind’s program AlphaGo beat Fan Hui, the European Go champion, five times out of five in tournament conditions, the firm reveals in research published in Nature on 27 January. It also defeated its silicon-based rivals, winning 99.8% of games against the current best programs. The program has yet to play the Go equivalent of a world champion, but a match against South Korean professional Lee Sedol, considered by many to be the world’s strongest player, is scheduled for March. “We’re pretty confident,” says DeepMind co-founder Demis Hassabis.

“This is a really big result, it’s huge,” says Rémi Coulom, a programmer in Lille, France, who designed a commercial Go program called Crazy Stone. He had thought computer mastery of the game was a decade away.

The IBM chess computer Deep Blue, which famously beat grandmaster Garry Kasparov in 1997, was explicitly programmed to win at the game. But AlphaGo was not preprogrammed to play Go: rather, it learned using a general-purpose algorithm that allowed it to interpret the game’s patterns, in a similar way to how a DeepMind program learned to play 49 different arcade games.

This means that similar techniques could be applied to other AI domains that require recognition of complex patterns, long-term planning and decision-making, says Hassabis. “A lot of the things we’re trying to do in the world come under that rubric.” Examples are using medical images to make diagnoses or treatment plans, and improving climate-change models.

This is a gigantic result; being good at Go requires a subtle intuition and feel for space. (At least, for a human.) It’s far, far more complex than chess. And that this was done by a non-specific program has colossal implications.

As Nature’s leader on the topic comments, as these systems spread into our lives, “The machine becomes an oracle; its pronouncements have to be believed… Intuitive machines will need more than trust: they will demand faith.”

As a side note, DeepMind looks like one of Google’s smartest purchases – perhaps after YouTube.
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Nest thermostat goes from ‘Internet Of Things’ darling to cautionary tale » Techdirt

Karl Bode:

[Tech writer Stacey Higginbotham’s] Nest device began trying to cook her family in the middle of the night, something Nest first tried to blame on her smart garage door opener, then tried to blame on her Jawbone fitness tracker (Nest never did seem to pinpoint the cause). Her report suggests that an overall culture of “arrogance” at Nest shockingly isn’t helping pinpoint and resolve bugs:

“One Nest partner, who declined to be named to preserve his business relationship with the company, said that Nest being quick with the blame didn’t surprise him, citing a culture of arrogance at the company. When something went wrong during integration testing between his device and Nest’s, problems were first blamed on his servers and team.”

And fast-forward to last week, when researchers putting various internet of thing devices through tests found that the Nest thermostat was one of many IOT devices happily leaking subscriber location data in cleartext (with Nest, it’s only the zip code, something the company quickly fixed in a patch). Granted Nest’s not alone in being an inadvertent advertisement for a product’s “dumb” alternatives. In 2016, smart tea kettles, refrigerators, televisions and automobiles are all busy leaking your private information and exposing you to malicious intrusion (or worse).

It’s a fascinating, in-progress lesson about how our lust for the sexy ideal of the connected home appears to be taking a brief pit stop in reality.

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Vigilant solutions and the spread of police surveillance » The Atlantic

Conor Friedersdorf:

Throughout the United States—outside private houses, apartment complexes, shopping centers, and businesses with large employee parking lots—a private corporation, Vigilant Solutions, is taking photos of cars and trucks with its vast network of unobtrusive cameras. It retains location data on each of those pictures, and sells it.

It’s happening right now in nearly every major American city.

The company has taken roughly 2.2bn license-plate photos to date. Each month, it captures and permanently stores about 80m additional geotagged images. They may well have photographed your license plate. As a result, your whereabouts at given moments in the past are permanently stored. Vigilant Solutions profits by selling access to this data (and tries to safeguard it against hackers). Your diminished privacy is their product. And the police are their customers.

Sounds a bit similar to the UK police’s Automatic Number Plate Reader network, which extends around the UK, except this is historic too. (Then again, the UK’s ANPR system probably is too.)
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How to wake up at 5am and build your startup » Medium

Patrick Park (once he’s got past the stuff about how to, you know, get up at 5am, and gets on to the stuff about building your startup):

It’s hard to admit, but no one really knows what they’re doing at first. Even the largest startup unicorns in the world, took a long time to find their footing. AirBnb survived by selling political themed cereal Obama O’s and Cap’n McCain’s. #Slack came out of a failed game “Glitch.” Even YouTube began as a video dating service “Tune in Hook Up.”

Micro-startups work well with the Lean Startup methodology. Not only are micro-startups easier to implement, but provide a shorter feedback loop that keeps you more in touch with your audience. With 75% of all startups failing, would you rather spend 100 days in a basement building a product your customers “might” like or connect with your audience everyday “while” you adapt your startup to address your customer’s pain-points? Don’t build another Blockbuster.

Start with the assumption that you’re wrong. Constantly validate your theories through micro-experiments. When I first started “Krown.io”. I explained the service as an “Annotation Blogging Platform.” That was, until I found out the majority of people have no idea what “Annotations” are. We tried a variation of “Smart Blogging,” “Highlight Blogging,” “Feedback Blogs,” and “Contextual Blogging Platform.” Which surprise, surprise. People still had no idea what we were talking about. So we added a bare-to-the-bones explanation, “Highlight a text and add comments directly on the highlighted text.” Validate your hypothesis.

The startup advice is fine. Waking up at 5am isn’t that hard, but he makes it sound like one of the 12 tasks of Hercules.
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Lenovo used 12345678 as hard-coded password in SHAREit for Windows » Graham Cluley

Cluley is amazed – as you will be:

The first vulnerability [of four, all of which could be exploited remotely] (CVE-2016-1491) is perhaps the most infuriating. CoreLabs discovered that whenever SHAREit for Windows is configured to receive files, this process creates a Wi-Fi hotspot that is ‘protected’ by the password “12345678”.

Not surprisingly, this password just recently earned a top spot on the latest list of worst passwords you could possibly choose.

What is surprising is the fact that Lenovo would incorporate such an insecure password into its application — and one that does not change, no less!

Then again, I suppose the issue could be worse. In the second vulnerability (CVE-2016-1492), which applied only to SHAREit for Android, there is no password set up to protect the Wi-Fi hotspot when the app is configured to receive files.

To be sure, it doesn’t say much when Lenovo could have mitigated two separate vulnerabilities by adhering to the most basic principles of password security.

But moving right along. The third vulnerability (CVE-2016-1490) discovered by CoreLabs builds upon the insecure Windows password issue discussed above

When elephants do software while dancing. Yes, it was Lenovo which preinstalled Superfish.
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Mesmerizing migration: watch 118 bird species migrate across a map of the western hemisphere » All About Birds

Pat Leonard:

For the first time, scientists at the Cornell Lab of Ornithology have documented migratory movements of bird populations spanning the entire year for 118 species throughout the Western Hemisphere. The study finds broad similarity in the routes used by specific groups of species—vividly demonstrated by animated maps showing patterns of movement across the annual cycle.

There’s also a version showing which species is which.
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Apple India enterprise head Sharad Mehrotra quits, starts up with Hyve Mobility » timesofindia-economictimes

Muntazir Abbas:

Sharad Mehrotra, iPhone maker Apple’s enterprise mobility head in India, has quit and set up a handset company to compete in the world’s fastest-growing smartphone market. Mehrotra, who was with Apple India since October 2007, has cofounded Hyve Mobility , which will launch smartphones using Android, the operating system that rivals Apple’s iOS, by March.

“While consumers today have a lot of options to choose a smartphone, the element of customer delight is seriously missing,” he told ET, adding that it was high time to get into the smartphone market…

…”In the current Android scenario, no brand enjoys customer loyalty and we want to bring the change with our path-breaking products portfolio and service offerings,” said [Aditya] Agarwal, MD of Hyve Mobility.

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Errata, corrigenda and ai no corrida: none noted.

Start up: Google Wallet v Android Pay, chip consolidation, Buzzfeed’s news numbers, Android Wear lessons, and more


Cooking, though not devised by computer. Photo by Nicolas Alejandro Street Photography on Flickr.

A selection of 9 links for you. Everyone else is seeing a different set. I’m charlesarthur on Twitter. Observations and links welcome.

MIT cheetah robot lands the running jump » YouTube

Do Androids dream of electric cheetahs in sheeps’ clothing jumping over things? Whatever it is.. this is very worrying.


Google may have left the best Android “M” feature out of the keynote: automatic app data backup and restore » Android Police

David Ruddock:

Yes, it’s happening. Dot. Gif. Android apps are finally getting state backup in the new “M” version of the OS. The full details are here. The short of it is that Android apps will now automatically back up to Google Drive, up to 25MB per app, with no new code required from developers. This is huge. What’s backed up? Settings and app data, which is to say, basically everything so long as you’re not talking about something over 25MB in total size. While this may still mean signing into your apps on a new device depending on the app’s security, once you do log in, the concept here is that all your settings and saved app data should just reappear on your new device. Which, holy cow, haven’t we been asking for this since the beginning of time?

Great – in 2016, Android will have the backup capability that iCloud offered since 2011. Given Google’s huge power in cloud services, it’s really strange this hasn’t been in place much earlier.


Some big changes are coming to Google Wallet now that Android Pay is here » AndroidAuthority

Jimmy Westenberg:

So if Pay is going to be the new payment standard on Android, what’s going to happen to Wallet? Well, a new post on the Google Wallet Google+ account is trying to help clear up this muddy situation. According to the post, the Wallet service has seen a ton of growth in the number of people sending money to one another, whether that’s through Gmail or the Google Wallet application. So, Google Wallet is sticking around, and will receive a big revamp in the coming months that sounds like it will focus on payment transfers, as opposed to actually handling the payments themselves. Here’s a little taste as to what the new Wallet app will bring, as explained by the Wallet team:

The new app will allow anyone with a US debit card to send and receive money for free within minutes – even if the other person doesn’t have the app. The money you receive can either be directly sent to your bank account or it can be spent in stores using the Google Wallet card.

We would be lying if we said this whole situation wasn’t confusing.


char-rnn cooking recipes » Github

“Nylki”:

The following recipes are sampled from a trained neural net. You can find the repo to train your own neural net here: https://github.com/karpathy/char-rnn Thanks to Andrej Karpathy for the great code! It’s really easy to setup.

But now go and read the recipe. Beef! Pineapple! Orange juice! Sherry wheated curdup! “You made the recipe, you eat it.”


Android no longer competes with iOS » Naofumi Kagami

He called it back in April 2013 (“Predicting Android’s change of direction“). Now, he writes:

Google itself mentioned that Android M is mainly about fixing bugs and annoyances in Lollipop, and if that is to be believed, then the next version of Android coming out in 2016 should have many more features. However, since I am now more confident of my reading of Google’s strategic imperatives, I am pretty sure that this will not be the case. I predict that the 2016 version of Android will also not have any major new features. In short, I am now sure that Google no longer intends to compete with iOS with Android. Essentially, they are giving up the high-end smartphone market to Apple and they are cool with that. Instead, Google sees Android as a vehicle to spread their services to market segments that iOS cannot penetrate. How will this strategy fare in the future? This strategy is sound if Google’s sole objective is to learn about what people are doing. However, from a financial standpoint, there are many risks. By far the largest risk is, what if Apple is successful in distancing itself from Google? What if Apple somehow succeeds in significantly reducing the number of Google searches performed on iOS?


Charlie Warzel on Google’s ambitions post-I/O » Daring Fireball

John Gruber mulls:

In the demo, while playing a Skrillex song, Google director of product management Aparna Chennapragada asked the device, “What’s his real name?” And a moment later, the answer came: “Sonny John Moore”. Now on Tap is what allowed Google to know the context for “him”. It was a cool demo. But as soon as I saw it, I took my iPhone, held down the home button, and asked Siri, “What’s Skrillex’s real name?” And a moment later came the answer: “Sonny John Moore”. Allowing Google to index everything the apps you use show or play for you seems like a stiff privacy price to play for the ability to use “him” in that query, especially when, in my opinion, “What is Skrillex’s real name?” is the natural way most people would pose the question. Now on Tap has much more potential than this, of course. But, still. To me, this week’s I/O keynote made me more convinced than ever that Google is turning into the Microsoft of old: a company whose ambitions are boundless, who wants its fingers in every single pie, and who wants to do it all on its own. A company whose coolest stuff is always in the form of demos coming in the future, not products that are actually shipping now.

Wellll… the Photos app, which embodies machine learning (wonder if Pete Warden is involved – his company Jetpac was bought by Google last year), is shipping now, but cross-platform. That’s the thing: the some-day-my-demos-will-be-real things are OS-specific, while the right-here-right-now things are cross-platform. But that “new Microsoft” meme is a hard one to shake off. Notice how it attaches when you keep getting hardware wrong and have to try it again and again.


The five chip companies who will buy all the others » DIGITS to DOLLARS

Jay Greenberg:

As growth slows in an industry, the only way for companies to keep growing is to win market share (hard) or buy other companies. This is especially true in semiconductors because most of these companies outsource their manufacturing to the foundries like TSMC and Global Foundries. When one chip company buys another, the combined entity gets better pricing at the foundry (as they are now a bigger customer). The combination also gets to eliminate the duplicated non-design functions. You do not need two CEOs, nor two CFOs, not even two Corporate Development VPs (a not so subtle reminder that I am now looking for a new job). For several months now, I have been going around talking to friends at chip companies preaching this view – the industry will consolidate from over a hundred companies today down to five in a few years. In these conversations, I have always used Broadcom as an example. I would note that “Even Broadcom is not too big to get acquired someday.” So apparently, someday is yesterday. When the dust settles, I think there will be just five massive companies left in the business. (That will clear the decks for a new form of semis companies to emerge, but that is years away.) Here is my guess as to who the survivors will be.

You can probably guess three of them, but all five?


Five things Google figured out in Android Wear’s first year » Fast Company

Jared Newman:

At this year’s I/O, in lieu of splashy reveals, Google is announcing some minor tools for developers, including a way to show bird’s eye map views in their smartwatch apps. The company also revealed that it has 5,000 true watch apps in the Google Play Store, plus 1,500 custom watch faces. This year’s conference is mainly a time to reflect, and convince app makers that Android Wear is ready to compete with the Apple Watch.

Here are 2 and 3: “nobody agrees what looks good; people want smaller watches”. In pursuit of not achieving 3,

The brunt of the blame falls to the battery, which is the largest component by volume inside Android Wear smartwatches, [Android Wear lead product manager Jeff] Chang says. Still, Google doesn’t want to mandate smaller watches if it means giving up an always-on display or all-day battery life, which he sees as core values. “To accomplish an always-on screen that stays on the whole time, and at least one full day of battery life, and to have a really small volume battery, that’s a big challenge,” Chang says. “We’re working very hard on it, but we do uphold all those principles dearly.”

Good/fast/cheap; small/always-on/one-day. Choose two. (Note how Apple’s choices differ from Android Wear, but it’s still two out of three.)


BuzzFeed’s news is growing, but still a small part of its traffic » Digiday

Lucia Moses:

BuzzFeed drew 76.7 million multiplatform unique visitors in April, according to comScore. The publisher historically hasn’t broken out its content by vertical to comScore, like other top news sites including CNN, Yahoo and The Huffington Post do. But it started to on a limited basis as of last month, when it began breaking out its Entertainment and Life coverage, which stand at 43.7 million and 20.1 million uniques, respectively. BuzzFeed doesn’t break out its news traffic, suggesting it’s still relatively low. Bottom line, BuzzFeed may have made headway a short time, but it is still a small player when it comes to news, in which it includes business, tech, politics and longform. “You’ll hear clients say, ‘We want a BuzzFeed-style article,’” said Kim Alpert, director of digital strategy at Walton Isaacson. But when it comes to news, it hasn’t delivered a consistent product that’s instantly recognizable, she said. “Vice and Mashable, you kind of know what you’re going to get. I don’t believe their news has really matured in that people say, ‘I get my news from BuzzFeed.’” With CEO Jonah Peretti recently hinting at going public, BuzzFeed could invite more scrutiny of its editorial model. BuzzFeed’s main revenue source is native advertising, a format that has been criticized for mimicking editorial. The publisher also has admitted taking down posts at advertisers’ requests.