Wednesday
May162012

"Popular Demand"

“Popular Demand”

The Verge on WSJ-reported rumors that the new iPhone will have a 4-inch screen:

A move up from the iPhone’s persistent 3.5-inch form factor has started to feel overdue in the current climate of 4.7- and 4.8-inch flagship Android smartphones, so this may finally be a sign of the Cupertino company relenting and giving in to popular demand.

The iPhone outsold all Android phones at AT&T, Sprint, and Verizon last quarter. Apple may be increasing the iPhone’s screen size, but it won’t be because the public are demanding it.

Saturday
May122012

Speculation

Speculation

The Verge reports on some recent Apple-Samsung legal wranglings:

In a recent filing, Cupertino's attorneys accused Samsung of allowing large amounts of evidence to be destroyed in what it paints as a pattern Samsung has followed across several different lawsuits. The motion itself is heavily redacted, but in what we can read Apple cites prior cases from 2010 and 2011 where Samsung was sanctioned for continuing its policy of deleting emails every two weeks — even though it had an obligation to preserve them.

… .

Unsurprisingly, Samsung sees things differently, characterizing Apple's claims as "baseless" and "speculation."

That's rich. Of course Apple has to speculate about the content of the emails: Samsung's destruction of said emails is what requires the speculation! If Samsung hadn't destroyed the evidence, Apple wouldn't have to speculate.

In other legal news, Apple has yet to respond to Samsung's repeated requests for why Apple keeps hitting itself.

Friday
May112012

Is This For Real?

A company called FreedomPop is producing a “sleeve” for the iPhone 4/4S that claims to do the following:

FreedomPop is the nation’s first wireless Internet provider committed to delivering 100% FREE 4G mobile broadband Internet access. FreedomPop’s partnered with leading wholesale 4G Wimax and 4G LTE mobile broadband networks to deliver the fastest high speed Internet available and offer the flexibility of wireless Internet. Replace your at home DSL and cable broadband Internet service today and enjoy the speed, mobility and low cost of FreedomPop’s 4G wireless broadband Internet service.

The sleeve itself costs $99, and as far as I can tell, there’s no monthly fee associated with the 4G wireless service. Will they sell ads that interrupt the service somehow? How on earth can they make money? And if they can do this, why can’t Apple?

It was only a few days ago that Patrick Rhone and Pat Hines were touting the benefits of Republic Wireless’ $19-a-month, unlimited-everything smartphone plan. Essentially, Republic piggy-backs off your broadband service, working similarly to FaceTime, but for all calls rather than just video calls. Such a service has two problems: you need to consistently be around wi-fi networks to really reap the benefits, and the $19 a month price tag doesn’t include what you have to spend on broadband.

If, on the other hand, you had a constant, free 4G LTE connection, both those problems go away. Apple (or any other company) could essentially become a carrier without the paperwork. That’s interesting.

Tuesday
May082012

The Critical Path: e-Book Edition

The Critical Path: e-Book Edition

Horace Dediu, of Asymco fame:

The Critical Path has been an exceptionally well received podcast. It has an audience of hundreds of thousands of thoughtful listeners. Many of the concepts covered can and should be reviewed in a medium that can be referenced and annotated and shared. For this reason I would like to publish edited transcripts of the podcasts as an eBook. This will be an edited and tagged transcript of the first year of The Critical Path.

I don’t think I’ve listened to any other podcast (or, really, anything else at all) so consistently insightful and surprising as The Critical Path. It’s $25 for the (DRM-free) e-book, and $10 more for the printed (and signed) version.

Tuesday
May082012

Inflation

Inflation

Jonathan Weilbaecher of The Flick Cast on The Avengers “record-breaking” box office performance:

You read that correct, The Avengers made an estimated $200.3 Million [sic] this weekend at the Box Office. For reference the next closest film was Harry Potter and the Deathly Hallows Part 2 which brought in over $169 Million in its opening frame. Kudos to me for the prediction last week.

There is a fitting symmetry for Marvel this week, as it was the original Spider-Man movie in 2001 that was the first to breach the $100 Million Dollar [sic] plateau. In the twelve years since that first triple digit weekend five of the films to achieve the mark were based on Marvel properties, the most of any single franchise.

The thing you have to keep in mind with the litany of box office records that appear to fall with every new summer blockbuster season is how meaningless they all are. Inflation in ticket prices, which has accelerated all the more with the 3D surcharge, means that virtually every year these numbers will get bigger. This isn’t even taking into account the fact that, as the population grows and more theaters open, of course these movies will (and should) make more money.

It used to be that 2000+ theaters was a wide opening. Then studios started cracking the 3000-theater mark (so-called “super wide”).

The Avengers opened in 4,349 theaters. I guess that’s “super-duper-wide”.

That’s not to say that an awful lot of people didn’t go see The Avengers this past weekend. Just that, when The Avengers 2 comes out in a few years, and breaks the records all over again, it’s not quite as meaningful as you might think.

Via Shawn Blanc.

Monday
May072012

When He's Right, He's Right

When He’s Right, He’s Right

Just so you don’t think I disagree with every single thing Ben Brooks right, I think he’s nailed it here:

Where I do see a need, is for better Markdown support in iOS text editors. Specifically in getting some of the Markdown keys to the top layer (such as the asterisk and hyphen keys) — that’s something that is problematic because of the iPad keyboard, not because Markdown users need more help.

I love iA Writer (for iPhone and Mac — I haven’t had the pleasure on an iPad), but I’d love it even more if it would replace the typical punctuation keys in the top row of the soft keyboard with Markdown-specific punctuation.

Monday
May072012

Just One Thing

“What if you could write just one thing each year?”

Dan Shapiro, describing his email list-serv project “The Best Thing This Year”, in which 365 writers get one post a year, and only one:

“Sometimes restrictions can be inspiring, and self-control can create great things,” said Shapiro. “And so I asked myself – how fascinating would it be if you could hear from thousands of people about the best thing they’ve done, and share your best work with a broad audience — but you could only do it once a year?  If you only have one bullet, you’re going to aim carefully.”

I eagerly await all the tech writers decrying this as a “stunt” and a “gimmick”. What a terribly arbitrary restriction!

Monday
May072012

The Collective Experience

The Collective Experience

John Gruber, on The Avengers:

It really offers the best of what theatrical big-budget blockbusters can offer. Effects that demand a big screen, and laughs that are best shared with a packed house.

When I was in film school (the worst possible beginning to any anecdote), I had a professor who berated students whenever they talked about getting the “cinema” experience with DVD. The equivalent now, of course, would be Blu-ray (and soon, Blu-ray 3D, and then the HD feed they beam into your head). It doesn’t matter how good the picture quality gets, or how big your screen is, if you’re not in a theater, watching the film collectively, you’re missing out on a big part of the experience. If the film industry is interested in fighting the effects of piracy, those are the experiences they should be cultivating.

Monday
May072012

Shipments Aren't Sales

Shipments Aren’t Sales

Anyone want to lay odds on whether or not Amazon is an NDP client? If so, they’re certainly getting their money’s worth:

This current firestorm around the Kindle Fire numbers is a perfect example of how mistaking shipments for sales leads the market to incorrect and faulty conclusions about trends and opportunities. In this case my friends at IDC reported that the Fire shipped 750k units in Q1 2012 following the introduction of the Fire in Q4 2011 when 4.8 million units shipped. (NPD DisplaySearch reported 5 million shipped in Q4.) That’s a total of 5.5 million shipments over the first two quarters of its product life (please remember that number). While it may appear that sales for the Fire fell off a cliff in Q1 that would only be the case if shipments actually equaled sales. And since they don’t, any analysis that might indicate the Fire is losing ground is fundamentally flawed, especially since the Fire is only through two quarters of its life. 

I think NPD is being a bit disingenuous here. Yes, shipments aren’t sales; they’re a superset of sales. In most normal instances, shipments will be greater than the number of sales. The only time this won’t be the case is when there’s a build-up in the retail channel from too large a shipment in a previous quarter (i.e., the things are sitting in a warehouse or in inventory somewhere), and this most definitely isn’t a good thing.

Even if NDP’s actual sales numbers are correct (3.7 million Fires sold in the holiday quarter, followed up by 1.8 million Fires sold in the most recent quarter), these still aren’t heartening numbers for an Amazon executive. In an absolute sense, they’re selling an entry level device at less than half the price point of an iPad at about a tenth the rate (11.9 million iPads in the most recent quarter). This is down from the holiday quarter in which they sold about 25% as many Kindle Fires as iPads. You expect a drop from the holiday quarter, but, again, for comparison’s sake, Apple experienced only a 25% drop from the holiday quarter (and that’s with their supply constrained — Apple’s selling literally as many iPads as they can make), whereas the Kindle experienced a greater-than-50% drop.

Whatever way you decide to slice up the numbers, the Kindle Fire is not doing well. That doesn’t mean it’s a failure, and it doesn’t mean it can’t still be a success. But it’s definitely not the case you can’t argue (contra NDP) that the Fire is losing ground.

Via Ben Brooks.

Thursday
May032012

Fire Young Cannibals

Fire Young Cannibals

Paul Santos describes an e-ink lover’s worst nightmare:

To put it short. The Kindle eReader has dropped out of bed. It has fallen beyond the wildest dreams of Amazon.com’s management. They never told it to the market, but this is reality. I have proof, and the proof is undeniable. The drop in Kindle eReader sales came with the introduction of the Kindle Fire, and the cannibalization has been nothing short of stunning, massive. Why do I say this? Well, Amazon.com has slowed down its demand for Kindle eReader e-ink screens to near zero since December 2011, the month after the Kindle Fire was introduced. Basically at that point Amazon.com had enough Kindle eReaders’ screens on hand to fill demand for at least 4 months straight.

Amazon could have had a fantastic run building the world’s best dedicated reading device (similarly to how Apple’s committed to continuing to build the world’s best music-playing devices, despite the massive success and cannibalization by iOS devices). But they saw the future, and the future was general-use tablets. Admirably, they were willing to switch horses mid-stream. Unfortunately, they chose to do so with a commoditized piece of junk.

It looks like rather than eat up Kindle eReader sales to the benefit of the Kindle Fire, the bottom’s dropped out from underneath both. Apple was willing to bite into its own massive marketshare because they knew they had a better device in the pipeline. Amazon was willing to give up brand quality to get any sort of foothold in the growing tablet market. Maybe if the Kindle Fire had been a better device, it’d be a different story, but that ship has sailed. The question now is whether Amazon can get some momentum back with an improved Kindle Fire, or at the very least, whether Amazon can re-kindle (sorry) the eReader market with some serious upgrades (flexible displays, color e-ink, better touch responsiveness and UI).

As a Kindle fan, I’ll keep my fingers crossed for the latter.

As a realist, I’ll keep my money in $AAPL.

Via DF.

Thursday
May032012

Enough

Enough

Paul Miller’s leaving the Internet:

At midnight tonight I will leave the internet. I’m abandoning one of my “top 5” technological innovations of all time for a little peace and quiet. If I can survive the separation, I’m going to do this for a year. Yeah, I’m serious. I’m not leaving The Verge, and I’m not becoming a hermit, I just won’t use the internet in my personal or work life, and won’t ask anyone to use it for me.

Depending on your perspective, you might be completely shocked that I’d even attempt such a thing, or you might be completely unimpressed. For me personally, the decision felt like a big, crazy idea at first, and now it’s started to seem a perfectly natural evolution of my life with technology.

I feel like I’ve only examined the internet up close.

… .

Now I want to see the internet at a distance.

Miller’s decision upset a number of writers. “It’s a stunt! A gimmick!”

To which I say: of course it’s a stunt! Of course it’s a gimmick! But guess what: a lot of good writing can come from stunts and gimmicks. In fact, a lot of creativity stems from the imposition of arbitrary limits. Consider, I don’t know, anything Patrick Rhone’s ever written. Why write a whole book on an iPhone? Why choose to specifically silence your devices when you’re around others? What does it matter if you go a week without social networks instead of two or three?

The answer is it doesn’t matter. The point isn’t the limit. The point is your application of the limit.

If you’re religiously inclined, think about Lent. You give something up for 40 days, not because God cares that you don’t eat meat or check Facebook, but because, in the act of giving something up, you get to learn just a little bit more about you, about sacrifice, about the world.

I would never want to leave the Internet entirely for a year, but that’s what makes Miller doing it so interesting: he’s doing something and reporting on something I won’t experience myself. I might, if I’m not careful, learn something along the way. Isn’t that the point? What’s your hope every day, as you scroll through your RSS feeds, or check in on who you follow on Twitter? That you’ll have the same day you had today and the day before and the day before? No! You’re hoping to see something new. Something interesting. Something different.

Maybe nothing new or interesting or different will come of Paul Miller’s experiment. Maybe he’ll give it up in a few weeks. But at least he’s trying. When did that become a crime?

Miller’s going to be the one writer you read not constantly connected. Maybe it won’t make a difference in his writing. But maybe, it will. We should be so lucky.

Thursday
May032012

First Chances

First Chances

Tom Hallman Jr.:

My third-grade teacher organized a secret Christmas gift exchange. On the big day, we sat in a circle to open our gifts in front of our classmates. The teacher instructed us to announce the name of the gift giver, who would stand and be roundly applauded.

Every kid ripped open a fancy package containing a new toy. Then it was my turn. The teacher handed me something that had been wrapped in paper that was clearly reused. It was so wrinkled and re-taped that the colors had faded. With everyone watching, I peeled back the paper and pulled out a cheap paperback book with torn and dirty pages.

Tucked inside was a handwritten note identifying the girl who gave it to me. When I announced her name, my classmates started laughing. Her gift was yet another indication of just how different this girl was than the rest of us. She’d arrive late to class, her hair wet and unkempt. She didn’t have friends, and the popular students made fun of her because she wore old clothes and shoes.

Only later in life did I understand that she obviously came from a terribly poor family.

Even though this incident happened nearly 50 years ago, I remember that afternoon as if it were yesterday. As the class laughed, this 8-year-old girl turned in her chair to hide her tears while the teacher unsuccessfully tried to restore order in a class that had turned on the weakest among us.

At that moment I was worried that the popular kids would think that this girl and I were friends. So I didn’t thank her, or even acknowledge the gift. Only decades later — like Larry Israelson — did I realize that what I did next was unforgivable: I tossed the book in the garbage.

Months later, the girl left school. I never saw her again. The school I attended has been torn down. I have forgotten the names of many of my old classmates. But not hers. For years I wanted to apologize. While waiting to see what became of Israelson and Atteberry, I typed her name into an Internet search field. I found nothing. I realized then that my story — the one with no news — was about something more powerful than news.

It was about getting a second chance.

As part of my professional obligations, I spend a lot of time with 10th graders. For the most part, they act like you would expect. Sometimes they’re kids. Sometimes (too often) they’re (heart-breakingly) adults. But the things that stands out most to me as I watch them interact is how cruel they can be to each other.

This isn’t surprising to anyone who works with, has, or has been a kid. But every time something like the story above happens, I can’t help but think how unnecessary it all is. How much better it would be if they were simply nicer to each other, if we were simply nicer to each other.

You only get so many second chances. Better to take the first.

Thursday
May032012

Ben Brooks to the Rescue

“80% [of iOS Apps] don’t generate enough revenue to support a stand alone business”

Hopefully, they’ll come to their senses and call Ben Brooks.

Via TUAW.

Thursday
May032012

Every Touchdown Thrown

“For every touchdown thrown, there is a defense in defeat.”

Fascinating letter from former Denver Bronco Nate Jackson to Andrew Luck and Robert Griffin III. But my own personal biases made this part my favorite:

You’ll be issued your playbooks — if you haven’t already — and you will dive in headfirst. The fate of every professional football player is determined not only by his talent but by his circumstance. The offensive system is not up to the player. The plays that are called: he must run them. The blocking prowess of his lineman: he cannot affect it. The willingness of his coach to cater a rigid offensive system to his unique talents: he does not decide it. His defense: he does not control it. The mental health of the team at large, which will determine the efficiency of the work environment: he does not control that either. He is one man, and on his back the city jumps, expecting that his legs alone will deliver them.

And there will be failures. Andrew, there will be times during practice when you will be outplayed by free-agent camp bodies who will never play a down of pro football. And RG3, there will be times when you will look so shitty that anyone watching will declare you a bust, and the team’s hopes lost. Yet it is through these tunnels that all players must pass — the Hall of Famer and the Never Will Be. The knowledge of this common struggle will unite a team in defiance of the conventional wisdom that suggests otherwise. Remember for every interception thrown, there is an interceptor in triumph. For every touchdown thrown, there is a defense in defeat. Leadership requires an acceptance of this, and will not work without it. A leader who lacks this perspective will lead no one but himself.

Chances are, you both already know this. But it is a nuance that is lost on the media. Simply showing the game on television is not enough. It must be accompanied with an explanation for why it happens. And this is where they fail us. Media knowledge isn’t so much knowledge at all, but sensation, flashed across a screen to stir the unbalanced longings in the heart. Out in society, you will be forced to choose: Do I prop up the myth or do I speak the truth? Or more directly: Am I the character they have created or am I me?

Wednesday
May022012

You Can't Break Laws That Don't Exist

You Can’t Break Laws That Don’t Exist

From The West Wing, early in the president’s re-election campaign:

CONNIE You know what we’re talking about, right?

SAM We’re talking about unlimited, unregulated money that can be raised in staggering amounts.

CONNIE Yes.

SAM Understand, it’s not like there’s a law that envisions soft money - it’s just that there’s no law that specifically bans it. It’s a loophole so big you could race the America’s Cup through it. How can the President be opposed to soft money one year and take it the next? Where’s he gonna be on campaign finance reform tomorrow?

BRUNO Exactly where he is today: leading the charge against it. In the meantime, Congress and the FEC have been sitting on their hands. Is that our fault?

CONNIE No.

BRUNO So now Bartlet’s supposed to obey a law that doesn’t exist? What’s next - imaginary street signs?

In other words, you play by the rules as they are, not as they should be. Which I thought of as I was reading the New York Times piece (linked above) on Apple’s tax bill (and Apple’s subsequent response). The article’s gotten a lot of attention, by design, because of its focus on Apple. But the operative principle is in paragraph six:

Almost every major corporation tries to minimize its taxes, of course. For Apple, the savings are especially alluring because the company’s profits are so high.

“Every major corporation” does this. There’s nothing special about Apple. There’s no evidence that Apple’s doing something wrong in how they do their taxes. It’s just that their gaudy revenues and profits just result in especially mind-boggling numbers.

If there’s a problem with the corporate tax code (and I think there is) it’s not up to companies like Apple to fix. That’s similar to the inane suggestion that people who think taxes ought to be higher should just donate extra money to the federal government to pay down the debt (what Warren Buffet called “a tax policy only a Republican could come up with”). It’s up to Congress and the President to set tax policy that strikes the balance between raising enough revenue and maintaining America’s competitiveness and innovation. It’s up to companies like Apple to hold to the law as written, not as the New York Times imagines it should be.

Saturday
Apr282012

Quotable: Patrick Rhone

Amateurs push themselves to the point of success. Pros push themselves to the point of failure. Because thats when the learning starts.

Patrick Rhone

Thursday
Apr262012

Broaden the Base 

Broaden the Base

House Majority Leader Eric Cantor:

We also know that over 45 percent of the people in this country don’t pay income taxes at all, and we have to question whether that’s fair. And should we broaden the base in a way that we can lower rates for everybody that pays taxes.

Absolutely. For example, the largest block of people who do not pay income taxes are retired seniors. Can you believe they have the nerve not to earn income? They just want to freeload on the rest of our hard work!

So, I think I have a solution that’ll get, not just those seniors back into the system, but every man, woman, and child in the country (after all, we all benefit from social services; why should kids get a free ride?): bring back the flat tax. Now, I know what you’re thinking: “But Tim, wouldn’t a flat tax still miss all those people not earning any income. And the poor would still get off easy. If someone earning minimum wage works every day of every week of the year, they still earn just $15,080. After a flat tax, they’d still have thirteen, maybe fourteen thousand dollars! Your average doctor or lawyer, on the other hand, would have to pay tens of thousands of dollars in tax. How is that fair?” To which I say: you’re totally right! Let’s not bring back a flat rate on income tax. Let’s just charge every man, woman, and child in the United States a flat $10,000 for the privilege of being a citizen. That’ll really broaden the tax base. No more lucky duckies then!

Thursday
Apr262012

Acceleration

Acceleration

Chris Brown, writing for Grantland:

In recent years, however, the situation has changed. Andrew Luck and Robert Griffin III are harbingers of an approaching age of quarterbacks who are both better athletes and better trained at a young age than ever before. … Nowadays, coaches at the lower levels put their best, smartest, most charismatic kids at quarterback and develop them. The new age we’re entering will be something of a Hunger Games for young quarterbacks: By the time they reach the NFL draft, they will be among the best, most talented, brightest, and best-trained candidates we’ve ever seen.

And yet, every year about a third of them will lead awful teams, a third will lead mediocre teams, and another third will have a shot at winning it all. The “best, most talented, brightest, and best-trained candidates”, and two out of every three a loser. This is what I was trying to get at in my Wimbledon “preview” last year: we constantly look for more behind what are largely independent and pre-determined events that have very little to do with the meaning we ascribe them.

And the biggest change of all has only really hit coaching in the last few years: technology. If John Elway were in high school now, his father wouldn’t have to find him the best high school quarterback coach. Instead, Elway would have all the materials he could ever want, from whatever coach or system he wants, on his computer or iPad. Quarterbacks can live anywhere and still learn state-of-the-art schemes and techniques in their backyards. Then, when they enter the NFL, they can be more physically and cognitively ready, equipped with advanced understandings of defensive structure and leverage, and ready to learn an NFL attack. Combine this robust understanding of the game with raw talent and the sheer volume of young quarterbacks receiving this level of training, and the days of just one John Elway or only a few Mannings, Griffins, or Lucks could be a decade behind us.

Except, again, that despite the overall talent level, only one can be “John Elway” any given year. Unless the new technology allows for more than one champion each year.

But I do take the point. The interesting thing about technological progress is that it improves itself. It’s not that just technology allows for improved training regimes and therefore improved outcomes; it’s that as technology improves those things, it also improves the rate at which they get better. For a while, I’ve had an article bouncing around my head about the embarrassment of riches mens’ tennis currently enjoys. I think the most natural reaction is to enjoy it while we can, ‘cause it’s not every year that three all-time greats like Nadal, Federer, and Djokovic can battle it out with each other. But, upon reflection, I’m not sure that’s quite right. Tennis is unusually dependent on technology because it’s a simple game (two players, a racquet, a ball, and a net) and also a small game. For counter-example, consider soccer. Although it’s very simple, it’s not very small: improving shoe technology, pitch technology, or ball technology wouldn’t do anything to affect the field meaningfully. And as long as the field’s so out of proportion with the rest of the game, there’s not much slightly faster players, or slightly truer ball-strikes will do to change the game.

On the other hand, in tennis, improving racquet technology does, in effect, change the court. Players can strike harder, more deeply, with less error. Talented players will benefit from these effects disproportionately, and you end up with a kind of growing inequality between the tennis haves and have-nots. Perhaps it’s strange to have three all-time greats going at each other at once, but perhaps in a decade or so we’ll think that quaint. And unlike football, tennis does have multiple champions every year.

Tuesday
Apr242012

Speaking of Apple's Q2 Results

Speaking of Apple’s Q2 Results

Somebody updated this chart fast.

Tuesday
Apr242012

Must Be Awful

It Must Be Awful To Be on the Finance Beat

The L.A. Times, reporting on Apple’s best ever second quarter, and second best quarter by far:

The results prompted a rapid upswing in Apple’s stock price after hours, with the share price shooting up more than $32, or close to 6%, more than offsetting the 2% loss during regular trading.

… .

Still, the company that a few months ago seemed invulnerable — earning the title of world’s most valuable company by stock value, with shares sailing to an all-time high of $644 — has begun to show signs of wear.

Before Tuesday’s earnings results, the company’s stock had dropped 13% since its peak on April 10, a loss of nearly $80 billion in market value.  Its losses continued on Tuesday during regular trading, with the stock dropping $11.42, or 2%, to $560.28.  The drop dragged down the Nasdaq composite index 0.30%, even as the Dow Jones Industrial Average rose 0.58%.

Emphasis mine. In what way is Apple showing any wear? Apple has nothing to do with the wild fluctuations in its valuation. It’s Wall Street and its analysts that are showing signs of wear.

So, as I say above, it must be awful to be a finance writer. Either you really are stupid enough to buy that the market’s perfectly efficient, and its whims are actually reflections of sophisticated analysis, or — perhaps worse — you pretend to be.