By John Gruber
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Patrick McGee and Tim Bradshaw, reporting for The Financial Times, under the headline “Tim Cook Bets on Apple’s Mixed-Reality Headset to Secure His Legacy” (archive link, just in case your FT login credentials aren’t working):
The stakes are high for Cook. The headset will be Apple’s first new computing platform to have been developed entirely under his leadership. The iPhone, iPad and even Watch were all originally conceived under Apple’s co-founder Steve Jobs, who died in 2011.
It’s unfair, I say, to put Apple Watch in the “developed under Steve Jobs” column. Apple certainly might have been talking about a watch while Jobs was still alive, but it wasn’t announced until three years after he died. Apple Watch is a Tim Cook product. (In the early years of Apple Watch, when conventional wisdom was bizarrely of the mind that it was a flop, I recall numerous wags claiming that Apple Watch was proof that Apple couldn’t create great all-new products without Steve Jobs. Now that Apple Watch is undeniably a massive hit, it’s a retcon to give Jobs credit for it.)
Apple’s growth during Cook’s tenure has been spectacular, growing its market capitalisation from around $350bn in 2011 to around $2.4tn today. But despite the twin hit launches of Apple Watch in 2015 and AirPods a year later, which have helped turn its accessories division into a $41bn business, the company has been accused of iterating on past ideas rather than breaking new ground.
Apple hasn’t produced any great new products other than the great new products they’ve produced.
The timing of the launch has been a source of tension since the project began in early 2016, according to multiple people familiar with Apple’s internal discussions. Apple’s operations team wanted to ship a “version one” product, a ski goggle-like headset that will allow users to watch immersive 3D video, perform interactive workouts or chat with realistic avatars through a revamped FaceTime.
But Apple’s famed industrial design team had cautioned patience, wanting to delay until a more lightweight version of AR glasses became technically feasible. Most in the tech industry expect that to take several more years.
In deciding to press ahead with a debut this year, Cook has sided with operations chief Jeff Williams, according to two people familiar with Apple’s decision-making, and overruled the early objections from Apple’s designers to wait for the tech to catch up with their vision.
Just a few years ago, going against the wishes of Apple’s all-powerful design team would have been unthinkable. But since the departure of its longtime leader Jony Ive in 2019, Apple’s structure has been reshuffled, with design now reporting to Williams.
The design team was never all-powerful. Jony Ive, personally, was perhaps nearly so. But even Ive reported to, and by several accounts occasionally clashed with, Tim Cook.
The FT’s reporting here is certainly interesting, but I wouldn’t read too much into it because it’s obviously incomplete. It’s also seemingly being misinterpreted to some degree. MacRumors’s recap is under the headline “Report: Apple CEO Tim Cook Ordered Headset Launch Despite Designers Warning It Wasn’t Ready”. That’s not what the FT is reporting. The FT isn’t reporting that Apple’s design team thinks the mixed-reality goggles aren’t ready yet — they’re reporting that the design team didn’t want to ship mixed-reality goggles at all. They’re not saying the design team advised waiting until the goggles got a little better — they’re saying the design team advised waiting until AR glasses — an entirely different product — were feasible.
But more importantly, the FT’s reporting makes it sound as though this decision was solely between the industrial design team and Jeff Williams’s operations team. That’s not how Apple works. Left out of the FT’s reporting are both Mike Rockwell’s AR/VR team within Apple (more of a division than a mere team — at least 1,000 or more software and hardware engineers, designers, and AR/VR content creators), and Greg Joswiak’s product marketing division. Rockwell has been leading Apple’s entire foray into both AR and VR for 8 years. (He was my guest at the live-on-stage WWDC episode of The Talk Show 5 years ago.) Out of everyone in the entire company, his opinion on what AR/VR hardware Apple ought to ship and when is the one I’d consider most salient. And as I’ve long said about Apple’s “product marketing”, the operative word is more product than marketing. The role Phil Schiller carved out, and which Joswiak now holds, doesn’t start when a product is finished and needs to be packaged and advertised. Apple product marketing is deeply involved in all phases of product development from conception onward. (It was Schiller, to name just one example, who came up with the idea for the iPod’s click wheel.) Does Joz think this imminent headset is a product Apple ought to ship? The FT is silent.
This is akin to talking about the decision to greenlight a movie and including only the opinions of the studio executives (in this case, Cook and Williams) and, say, the special effects/cinematography team (in this case, industrial design) — with no mention of the screenwriter (product marketing), the actors (engineering), or the director (Rockwell?). Or maybe the design team is the actors and the engineers are the special effects/cinematography team — it doesn’t matter. What matters is that, like moviemaking, product-making and platform-building are profoundly multidisciplinary endeavors, and Apple’s internal culture is deeply collaborative across those disciplines. Apple’s industrial design team is deservedly renowned and undeniably highly influential, both within and outside the company, but they’re relatively tiny headcount-wise. There are at least 1,000 people who’ve been working full-time for years on Apple’s upcoming mixed reality platform.
I’m not faulting the Financial Times here — you take the sources you can get, and seemingly they have sources from within Apple’s tight-knit design team. (Or perhaps, more likely, from former members of the team.) It is fascinating, if true, that Apple’s design team didn’t want to ship a mixed-reality headset at all, and wanted Apple to wait for full AR glasses — technology which, at a minimum, is years away. (High quality all-day AR glasses may well be a decade or longer away.) And the whole thing plays right into my intense curiosity regarding just what the intended use cases are for this product.
What I don’t buy, though, is the angle that Tim Cook is fast-tracking the product because he sees it in anyway as essential to bolstering his “legacy”. First, Cook could announce his resignation tomorrow and his legacy is gold: he guided the company past Steve Jobs’s tragic, far-too-young death; the company’s market cap has increased nearly ten-fold under his leadership; he oversaw the construction and opening of Apple Park; he turned Apple into a services juggernaut in addition to maintaining its position as the most profitable hardware company in the world; and product-wise, under his leadership Apple has launched Apple Watch (the most popular and profitable watch and fitness tracker in the world), AirPods (the most popular and profitable augmented reality devices in the world), and overtaken Intel as the premiere silicon design company in the world. Nor does it seem like he’s going anywhere soon. Furthermore, even without the above litany of accomplishments over the last decade, Tim Cook just does not seem ego driven in the least. If he thinks Apple should launch a mixed-reality headset this year, it’s because he thinks doing so is in the best interest of the company, not his legacy. And by the “who should get credit for what” accounting in this same article, Cook should get credit for Apple’s XR platform even if the first devices don’t launch until three years after he retires.
But let’s say for the sake of argument that Cook is preoccupied with thoughts of his legacy. If that’s true, he’d likely be overly cautious about launching this new platform, not rushing it out the door against staunch internal opposition. I say “John Sculley”, you hear “Newton”. Launching a high-profile expensive dud would cause more harm to Cook’s legacy than launching a successful headset would do it good. He can stand pat with his accomplishments to date and surely be remembered for decades as one of the best CEOs not just in technology history, but business history. In a certain sense, Apple under Cook is undefeated. Launch a Newton-like bust on his way out the door, however, and that might prove an indelible stain on a heretofore impeccable record.
On another front, the FT reports:
Apple is only expecting to sell around a million units of its headset in its first 12 months, according to two people familiar with its planning, fewer than the first generations of the iPhone or Apple Watch did in the year following their launch.
The complex device, which will contain an array of cameras and high-resolution screens, is expected to cost around $3,000, triple the price of Meta’s Quest Pro, potentially limiting its appeal. Generating even $3bn in annual sales would be a tiny fraction of Apple’s revenues of around $400bn last year.
The modest target might give the impression that Apple is expecting a dud. But Apple also has a long history of starting slowly when it enters new product categories, then taking the market by storm within a few years. People close to Apple say that despite the modest sales target, the company is preparing a marketing blitz for the new product.
To their credit, the FT illustrates with a nice chart how with the iPhone, Apple Watch, and especially iPod, unit sales didn’t hit their stride until the third or fourth generation products. But it’s also worth comparing to the market as a whole. When he introduced the original iPhone in January 2007, Steve Jobs said that Apple’s goal was 1 percent of the world market for cell phones by the end of 2008. There were 1.2 billion phones sold in 2008, and with just under 20 million iPhones sold that year, Apple exceeded that goal.
What would 1 million Apple headsets be as a percentage of the global market? IDC, in a report just a few days ago, estimates a total 8.8 million AR/VR headsets were sold globally in 2022. The NDP Group put the number at 9.6 million. So one million headsets in the first year would give Apple roughly 10 percent of the global market, right out of the gate. That same NPD report pegged U.S. (not worldwide) revenue from headset sales in 2022 at $1.1 billion. If this thing really is going to sell for $3,000 (I remain deeply skeptical of that price, but The Financial Times reiterates it), Apple would need only sell about 400,000 units in the U.S. to take a majority share of U.S. headset sales by revenue. One million total units and $3 billion in revenue would likely give Apple a majority share of worldwide revenue. Modest indeed. ★
Sharon Knolle and Scott Mendelson, reporting for TheWrap:
Warner Bros. Discovery is pushing forward with a plan to drop “HBO” from the name of its flagship streaming service HBO Max. That decision for the long-planned rebranding of the combined HBO Max and Discovery+ services was partially informed by the company’s belief that “the HBO name turns off many potential subscribers,” Bloomberg reported on Thursday and TheWrap independently confirmed.
The name change is meant to signal that the service will not just be HBO Max with Discovery content, nor will HBO Max be ported over to Discovery+. “Max” is the leading contender, though Warner Bros. Discovery CEO David Zaslav said on a recent earnings call that the new name would be officially unveiled April 12. [...]
When HBO became an award-winning juggernaut in the ’90s with “Sex and the City” and “The Sopranos,” the catchphrase used in its marketing was, “It’s not TV. It’s HBO.” A new motto could well be: “It’s not HBO. It’s Max.”
Changing the name of the streaming service to just “Max” has been rumored for months, and it sounds just as stupid now as it did then.
David Dayen, writing for The American Prospect:
The first words out of the mouth of Rep. Katie Porter (D-CA) when I talked to her on Sunday were: “Can you believe we have to talk about this shit again?” She was referring to a conversation we had in 2018, when she was still just a financial expert and a candidate for Congress, about S.2155, which I call the Crapo bill, a reference to its co-author (Idaho Republican Sen. Mike Crapo) and its underlying contents. [...]
The most important part of the Crapo bill was Section 401, which increased by fivefold the threshold for enhanced regulatory standards, from $50 billion in assets to $250 billion. Silicon Valley Bank’s CEO, Greg Becker, lobbied explicitly for this change. It meant that banks under $250 billion would not be subject to additional stress tests and heightened capital and liquidity requirements. SVB topped out around $200 billion, after growing rapidly in the past few years. [...]
So you have depositors that either didn’t know the first thing about risk management, or were bribed by the bank into neglecting it. And you have a bank that didn’t have a chief risk officer for close to a year, that put their entire risk management on autopilot and got blindsided by interest rate–fueled losses. “Interest rates do two things, they go up and down. SVB did not foresee and manage properly that inevitable thing,” Porter said.
The Department of the Treasury:
The following statement was released by Secretary of the Treasury Janet L. Yellen, Federal Reserve Board Chair Jerome H. Powell, and FDIC Chairman Martin J. Gruenberg:
Today we are taking decisive actions to protect the U.S. economy by strengthening public confidence in our banking system. This step will ensure that the U.S. banking system continues to perform its vital roles of protecting deposits and providing access to credit to households and businesses in a manner that promotes strong and sustainable economic growth.
After receiving a recommendation from the boards of the FDIC and the Federal Reserve, and consulting with the President, Secretary Yellen approved actions enabling the FDIC to complete its resolution of Silicon Valley Bank, Santa Clara, California, in a manner that fully protects all depositors. Depositors will have access to all of their money starting Monday, March 13. No losses associated with the resolution of Silicon Valley Bank will be borne by the taxpayer.
Taxpayers aren’t on the hook because SVB has assets greater than its deposits — they simply don’t have liquid assets to cover them. Sanity prevails. They say there are no atheists in a foxhole, but there are more of them than there are libertarians in a bank run. Thank jeebus we have a sane president.
My thanks to Kolide for sponsoring last week at DF. Right now, “Zero Trust” is in serious danger of becoming an empty buzzword. The problem isn’t just that marketers have slapped the Zero Trust label on everything short of breakfast cereal — it’s that for all the hype, we don’t seem to be getting any safer.
At the heart of Zero Trust is a good idea, but the way most companies execute that idea is incomplete. Specifically, most security practitioners forget that device compliance is a crucial element of Zero Trust. Kolide solves the device compliance element of Zero Trust for companies that use Okta. Kolide’s premise is simple: if an employee’s device is out of compliance, they can’t log in to their cloud apps until they’ve fixed the problem. And instead of creating more work for IT, Kolide provides instructions so users can get unblocked on their own.
Kolide works across your Mac, Windows, and even Linux devices, with mobile support coming soon. To learn more and see their product in action, simply visit their website.
Jason Kottke returns to the show to celebrate the 25th anniversary of Kottke.org.
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Alex Sherman, reporting for CNBC:
WWE is in talks with state gambling regulators to legalize betting on high-profile matches, according to people familiar with the matter.
WWE is working with the accounting firm EY to secure scripted match results in hopes it will convince regulators there’s no chance of results leaking to the public, said the people, who asked not to be named because the discussions are private. Accounting firms PwC and EY, also known as Ernst & Young, have historically worked with award shows, including the Academy Awards and the Emmys, to keep results a secret.
Betting on the Academy Awards is already legal and available through some sports betting applications, including market leaders FanDuel and DraftKings, although most states don’t allow it. WWE executives have cited Oscars betting as a template to convince regulators gambling on scripted matches is safe, the people said.
The idea that any state might legalize betting on pro wrestling reminds me of this great bit from Vegas Vacation. Clark Griswold, down on his luck and down to his last few dollars, starts playing sketchy games in a sketchy casino — “Coin Toss”, “Rock Paper Scissors”, etc. He loses the last of his money at “Pick a Number” — you guess a number between 1 and 10, then the “dealer” tells you whether it’s the same number they were thinking of. I don’t see how betting on pro wrestling would be any different.
(Via Matt Levine, who quipped, “Oh man, I am so excited to write about this insider trading case in like a year.”)
The best explanation of what happened to Silicon Valley Bank is this piece by Marc Rubinstein at Net Interest:
“When you’re not working, what do you do to de-stress?”
That was the last question Greg Becker, CEO of Silicon Valley Bank, fielded at an investor conference on Tuesday this week.
“Cycling is my advice,” he replied. “Living in Northern California and being on the peninsula. That’s just — I think it’s the best bike-riding cycling in the world, period.”
Three days later, Becker’s bank is in receivership.
Now that’s a lede.
Rubinstein links to this piece at another Substack site, Nongaap Investing, which points to a boy-that-sure-looks-bad-in-hindsight oddity in SVB’s corporate governance: the bank did not have a Chief Risk Officer for most of 2022:
In particular, the most interesting disclosure is the company didn’t have a Chief Risk Officer for much of 2022, and (from what I can gather) doesn’t explicitly communicate this to shareholders until the 2023 Preliminary Proxy is filed on March 8, 2023.
This non-disclosure immediately makes me wonder what caused former Chief Risk Officer Laura Izurieta to leave the role and create such a glaring hole in risk oversight during such a critical time. [...]
Given that Ms. Izurieta sold $4 million worth of shares in December 2021 just before the company would approach her to begin discussions regarding her transition out of the Chief Risk Officer role, I can’t help but wonder if she realized the bank’s balance sheet was a ticking time bomb when she sold the stock.
The optics look pretty bad.
Pretty bad indeed.
Matt Levine, unsurprisingly, wrote a great column on Silicon Valley Bank’s collapse. He predicts the FDIC will succeed in finding a bigger buyer to buy SVB and make all depositors whole — both because SVB should still be worth enough to buy at such a price, and because otherwise, the results could be catastrophic industry-wide:
I would also guess — not investing or banking advice! — that the answer will also turn out to be higher than $188 billion, which is the total amount of deposits plus FHLB advances. I say this not because I have done a detailed analysis of SVB’s assets but because it seems bad for the FDIC to wind up a big high-profile bank in a way that causes significant losses for depositors, including uninsured depositors. There was a run on SVB in part because there hasn’t been a big bank run in a while, and people — venture capitalists, startups — were naturally worried that they might lose their deposits if their bank failed. Then the bank failed.
If it turns out to be true that they lose their deposits, there could be more bank runs: Lots of businesses keep uninsured deposits at lots of banks, and if the moral of SVB is “your uninsured transaction-banking deposits can vanish overnight” then those businesses will do a lot more credit analysis, move their money out of weaker banks, and put it at, like, JPMorgan. This could be self-fulfillingly bad for a lot of weaker banks. My assumption is that the FDIC, the Federal Reserve, and the banks who are looking at buying SVB all really don’t want that. If you are a bank looking at buying SVB, and you do a detailed analysis of its assets and conclude that they are worth $180 billion, and you come to the FDIC and say “I will take over this bank and pay the uninsured depositors 95 cents on the dollar,” the FDIC is going to look at you and say “don’t you mean 100 cents on the dollar,” and you are going to say “oh right yes of course, silly me, 100 cents on the dollar.”
Maybe I’m wrong about that, but if I am it’ll be bad!
The Financial Times had Silicon Valley Bank’s problem nailed, two weeks ago (non-paywalled mirror of the story at Financial Post):
Silicon Valley Bank, the Californian institution central to financing U.S. startups, is facing scrutiny over an investment decision made at the peak of the tech boom that is squeezing its profitability just as the industry faces its worst downturn in decades. [...]
But some analysts, shareholders and short sellers point to another problem of its making: a move to put US$91 billion of its assets into a poorly performing bond portfolio that has since amassed an unrealized US$15 billion loss. [...]
While interest rates were low, several big banks parked more deposits into government debt accepting the lower rate of return during a time of economic uncertainty However, SVB’s relative exposure far exceeds its peers. It had US$120 billion of investment securities — which include its US$91 billion mortgage-backed securities portfolio — at the end of 2022, far exceeding its US$74 billion total loans.
By comparison, Bank of America had US$863 billion of debt securities, including US$633 billion of held-to-maturity assets, less than its approximate US$1 trillion of loans and leases. San Francisco-based First Republic, SVB’s closest rival in Silicon Valley, had US$55 billion in investment securities including US$28 billion of held-to-maturity debt securities, compared to US$167 billion in total loans.
Remarkably prescient reporting.
“ibreakphotos”, on Reddit:
Many of us have witnessed the breathtaking moon photos taken with the latest zoom lenses, starting with the S20 Ultra. Nevertheless, I’ve always had doubts about their authenticity, as they appear almost too perfect. While these images are not necessarily outright fabrications, neither are they entirely genuine. Let me explain.
There have been many threads on this, and many people believe that the moon photos are real (Input) — even MKBHD has claimed in this popular YouTube short that the moon is not an overlay, like Huawei has been accused of in the past. But he’s not correct. So, while many have tried to prove that Samsung fakes the moon shots, I think nobody succeeded — until now.
Here’s how he proved Samsung’s moon photos are a scam: he started with a high-res photo of the moon, downsized it to just 170⁠ ⁠×⁠ ⁠170 pixels, and applied a gaussian blur. He then displayed that image, upscaled, on his computer monitor and used a Galaxy S-series phone (he doesn’t say which model) to take a picture of that blurry circle on his display. The phone turned that image into this.
Have to say I’m surprised both Raymond Wong and Marques Brownlee were taken in by this. These “amazing” moon photos seem impossible optically, and, more tellingly, no one is able to get these Samsung phones to capture similarly “amazing” 100× zoom images of random objects that aren’t the moon.
Anything Samsung ever claims that seems too good to be true should be assumed to be a blatant lie. They’re a corrupt company with a corrupt culture.
Ross A. Lincoln, reporting for The Wrap:
In financial documents filed Friday, Roku disclosed that it had approximately $487 million held by Silicon Valley Bank, the Northern California financial powerhouse that failed this week, sending shockwaves throughout the region’s economy.
That number, Roku says, represents approximately 26% of its cash and cash equivalents, and the company will be able meet its pending financial obligations for at least “the next 12 months and beyond.”
From Roku’s filing, linked above:
The Company’s deposits with SVB are largely uninsured. At this time, the Company does not know to what extent the Company will be able to recover its cash on deposit at SVB.
Perhaps the new yellow iPhone 14 will someday take the crown, but I doubt it. The Banana Jr. 6000 was just too good.
CNBC:
Financial regulators have closed Silicon Valley Bank and taken control of its deposits, the Federal Deposit Insurance Corp. announced Friday, in what is the largest U.S. bank failure since the global financial crisis more than a decade ago.
The collapse of SVB, a key player in the tech and venture capital community, leaves companies and wealthy individuals largely unsure of what will happen to their money. [...]
The FDIC’s standard insurance covers up to $250,000 per depositor, per bank, for each account ownership category. The FDIC said uninsured depositors will get receivership certificates for their balances. The regulator said it will pay uninsured depositors an advanced dividend within the next week, with potential additional dividend payments as the regulator sells SVB’s assets.
Whether depositors with more than $250,000 ultimately get all their money back will be determined by the amount of money the regulator gets as it sells Silicon Valley assets or if another bank takes ownership of the remaining assets. There were concerns in the tech community that until that process unfolds, some companies may have issues making payroll.
To say this is shocking is an understatement. This just shouldn’t happen to a bank. To make a long story short (and to be honest I’m cribbing this from a summary my pal Ben Thompson wrote in a private group chat), SVB took in a ton of cash during the COVID bubble, and because they couldn’t make money loaning that money at the time, they bought a bunch of corporate bonds and mortgage-backed securities. The problem is they bought those securities when interest rates were still at historical lows. Today, with higher interest rates, those securities are underwater — they’d lose a fortune selling them now before maturity. SVB would’ve been fine if they’d been able to let those securities mature for their full 10 years (or whatever the terms were). But withdrawals are up because startups are having trouble raising money, so SVB did an equity raise to fill the gap, but screwed up — to say the least — by announcing the equity raise before it was officially completed. At this point their stock tanked, the equity partner pulled out, and their customers started a run on the bank — and a bank run was the one thing SVB couldn’t withstand. Within 24 hours they went from “having a bad quarter” to “failed bank”.
Some of SVB’s customers might be in trouble, at least momentarily: even a 100-employee company needs millions in the bank to make payroll, pay rent and utilities, etc. Larger companies, much more. $250K in deposit insurance is a drop in the bucket for most of SVB’s business customers. Everyone is assuming that some big bank will buy SVB and make all depositors whole, but until that happens, it’s an open question. If there is no buyer and SVB is liquidated, there’s no way uninsured deposits will be made whole.
See Also: Good thread from economist Justin Wolfers.
Deepsekhar Choudhury and Vikas Sn, reporting for Moneycontrol:
Meta, the parent firm of Facebook and Instagram, is hashing out a plan to build a standalone text-based content app that will support ActivityPub, the decentralised social networking protocol powering Twitter rival Mastodon and other federated apps, people familiar with the matter told Moneycontrol.
The app will be Instagram-branded and will allow users to register/login to the app through their Instagram credentials, they said. Moneycontrol has seen a copy of an internal product brief that elaborates on the functioning and various product features of the app.
To be sure, it’s not clear whether this app, codenamed P92, is still at an idea-stage or the development has begun on the app. A source close to the development said that it is still a work-in-progress.
Hours after Moneycontrol broke the story, Meta has confirmed the development in a statement: “We’re exploring a standalone decentralized social network for sharing text updates. We believe there’s an opportunity for a separate space where creators and public figures can share timely updates about their interests” a Meta spokesperson said.
Details about the project are scant. The product is still in its earliest stages, sources said, and there is no time frame for it being released. But legal and regulatory teams have already started to investigate potential privacy concerns around the app so they can be addressed before launch, we’re told.
Adam Mosseri, who runs Instagram, is taking the lead on the project, sources said.
No sarcasm intended: I love this idea. Federate with Mastodon via ActivityPub and let people do it using their existing Instagram IDs. Keep it clean and simple and destroy what’s left of Twitter.
Jason Kottke:
The other day on the chair lift, my kids and I were talking about our top skiing speeds (me: low 40s, them: 50+) and one of us mentioned that it would be cool if your current speed was shown on a heads-up display in your goggles. So this morning I went looking for AR ski goggles and of course they exist. Here are a pair of demo videos from Sirius (made by Oostloong) and Rekkie.
These goggles include features like real-time speed, clock, temperature, friend finding/tracking, wayfinding (directions, compass, elevation), HD recording, and phone notifications. Skiing is a natural use for AR — you’re wearing the bulky goggles for safety anyway, so you can hide all the necessary tech in there without lookingridiculous, and taking your mittens on and off to check the time or send/read texts is annoying.
The demo video for the Sirius goggles is particularly impressive. And the use case is simply incredible: skiers are already wearing bulky goggles.
Shiona McCallum and Chris Vallance, reporting for the BBC News:
WhatsApp says it would rather be blocked in the UK than undermine its encrypted-messaging system, if required to do so under the Online Safety Bill. [...]
The government said it is possible to have both privacy and child safety.
Cryptographers and privacy experts agree that end-to-end encryption is the only way to guarantee privacy. Dum-dum elected officials around the globe have a persistent “it must be possible” fantasy that it’s possible to create an encryption system with backdoor keys that would only be available to “the good guys”.
Undermining the privacy of WhatsApp messages in the UK would do so for all users, Mr Cathcart said.
“Our users all around the world want security - 98% of our users are outside the UK, they do not want us to lower the security of the product,” he said. And the app would rather accept being blocked in the UK.
“We’ve recently been blocked in Iran, for example. We’ve never seen a liberal democracy do that,” he added.
It’s not even a matter of willingness. It’s not technically possible for WhatsApp or Signal or iMessage or any platform that’s end-to-end encrypted to use some weaker backdoor-able encryption on a country-by-country basis. The platform is either truly end-to-end encrypted or it’s not. They can’t just flip and switch and let U.K. WhatsApp users use an entirely different non-E2E protocol. The principled stand in the name of cryptographically guaranteed privacy isn’t happening now, in response to this deeply misguided legislation — it happened at the outset of these platforms, when they were designed from the ground up with E2E.
Speaking of Google One features, here’s Juli Clover at MacRumors:
Google today announced that its Google VPN feature is expanding to all Google One subscribers, instead of being limited to those who subscribe to the Premium 2TB Google One plan.
VPN by Google One is designed to mask a user’s IP address, preventing sites and apps from collecting that information for location tracking and monitoring activity across the web. It also offers protection from hackers and network operators, similar to any other VPN.
With this change, storage space is the primary differentiating factor between Google One plans. The basic plan offers 100GB of storage, while the Premium plan offers 2TB. There’s also a free tier with 15GB of storage, but it does not include VPN access.
Using a VPN does prevent sites and apps from tracking or monitoring you. But your VPN provider can see every site you visit, and every app you use (other than apps that never do anything on the internet). VPN usage data is so lucrative to a surveillance advertising company that just a few years ago, Facebook was paying users aged 13 to 35 up to $20 per month to use their “Facebook Research” VPN app. A VPN app from Google is a hard pass for me.
Philip Michaels, writing for Tom’s Guide:
If you’re not familiar with Magic Eraser, it made its debut with the the Pixel 6 in 2021, allowing you to easily remove unwanted people and objects from images. Select Magic Eraser, and the tool’s computational smarts will identify things for removal. If you agree with those suggestions, all you have to do is tap them. If you had something else in mind, just draw a circle around it with your finger, and Magic Eraser will make the offending object disappear.
While the Magic Eraser tool is now part of the Google Photos app for iPhone, it’s still tied to Google One. To put it another way, if you want to keep any changes that Magic Eraser makes to your photos, you’ll need to sign up for a Google One membership, with subscriptions starting at $1.99/month for 100GB of storage.
A few months ago I noticed a new TV commercial campaign from Google for its Pixel phones. They start with a narrator saying “Did you know Google makes a phone?”* The next line, in most of the spots: “Sure it’s beautiful, but it does things other phones can’t do.” And then the primary feature they show is ... Magic Eraser. Here’s a 15-second spot that only shows Magic Eraser.
Then Google ran a 90-second Super Bowl spot for the Pixel — starring Amy Schumer, Doja Cat, and some guy from the Milwaukee Bucks — and the whole thing was about Magic Eraser. It’s enough to make you think that the Pixel marketing team had no idea Google was going to make Magic Eraser available to “other phones”.
“It does things other phones can’t do” is a good slogan. “It does things other phones won’t be able to do until the end of this month”, not so much.
* This is a good hook for a Pixel ad campaign because I think it’s true that most Americans don’t know that Google makes phones. But it’s rather embarrassing that most Americans don’t know that Google makes phones given that the original Pixel debuted in 2016, and Google’s Nexus line of phones debuted in 2010. You’ve got a serious marketing problem when you’re 13 years in and see the need for a “Did you know we do this?” campaign.
I hope you’re well-stocked with popcorn, because you’re going to need a lot of it. Dominion Voting Systems, opening its reply brief in support of its motion for a summary judgment against Fox “News” (PDF):
Finally. Fox has conceded what it knew all along. The charges Fox broadcast against Dominion are false. Fox does not spend a word of its brief arguing the truth of any accused statement. Fox has produced no evidence — none, zero — supporting those lies. This concession should come as no surprise. Discovery into Fox has proven that from the top of the organization to the bottom, Fox always knew the absurdity of the Dominion “stolen election” story. Now, having failed to put in any evidence to the contrary (because no such evidence exists), Fox has conceded the falsity of the Dominion allegations it broadcast.
That concession is no small thing. Thirty percent or more of Americans still believe the lie that the 2020 election was stolen. The heart of that lie remains the false conspiracy theory that Fox legitimized and mainstreamed starting on November 8 — that Dominion stole the election, using secret algorithms in its software originally designed for a Venezuelan dictator. Because of these lies, Dominion now may be “one of the most demonized brands in the United States or the world.” Dominion employees still endure threats and harassment. So it matters that Fox in private ridiculed — and never believed — the lie. And it matters that Fox has now in this litigation conceded these allegations were false.
Later:
Fox seeks a First Amendment license to knowingly spread lies. Fox would have this Court create an absolute legal immunity for knowingly spreading false allegations — lies — for profit, regardless of how absurd the lies are, regardless how many people in the chain of command know the lies are false, and regardless how many people are hurt — so long as the false claims are “newsworthy.” Fox proffers a completely made-up “rule,” contrary to decades of jurisprudence since New York Times v. Sullivan. As Judge Nichols ruled in rejecting MyPillow’s analogous argument that the First Amendment provides “blanket protection” from defamation for statements about a “‘public debate in a public forum,’” “there is no such immunity. Instead, the First Amendment safeguards our ‘profound national commitment to the principle that debate on public issues should be uninhibited, robust, and wide-open,’ by limiting viable defamation claims to provably false statements made with actual malice.”
Speaking of Playdate, Panic has news:
Arriving with the latest Playdate OS and also available at play.date/games, Catalog is our curated store for neat Playdate software.
It’s launching with new games, and some previously released favorites.
Christa Mrgan hosted a fun video with a tour of the new games (and other news — see below). My favorite so far is Shaun Inman’s Word Trip, a deviously simple fast-paced word game, and Carve Jr. and Skew both look graphically ambitious and fun.
Panic is (finally!) nearing the finish line fulfilling pre-orders, but supply chain costs and inflation have led them to raise the price of a Playdate from $179 to $199 — but the new price isn’t going into effect until next month. I adore my Playdate (and have lost untold hours in particular to Zipper, an extraordinary game by Bennett Foddy in Playdate’s Season One collection). If you’ve been on the fence about buying one, you might as well get it now, at the original price. Then blow the $20 you saved on games in the Catalog.
Apple sent a bunch of reviewers the new yellow iPhone 14 (the yPhone? No? OK, I’ll drop it…), and Jason Snell, bedecked in yellow, went all-in with a livestream video. Serendipitously, I posted some photos on Mastodon while Snell was streaming. My take: “Yellow iPhone 14 is a nice cheery fun yellow, but a very different nice cheery fun yellow than Playdate.”
As Snell points out, Apple has been releasing mid-cycle new colors for the iPhone (and iPhone cases) for the last 4 or 5 years. They do the same thing with Apple Watch bands each spring — Basic Apple Guy has a nice gallery of today’s new band lineup. There’s nothing new technically to review — just the colors. Apple’s strategy is obvious: with an annual schedule for truly new iPhones (and watches) each September, releasing new colors in March gives them a legitimate reason to keep using one of the most powerful words in marketing — new — for a product that is, by the breakneck standards of the phone industry, no longer all that new.
Bonus Case Review: Apple also sent me the new olive green silicone case for iPhone 14. Combined with the yPhone (OK, OK, I’ll stop, I swear, that’s it) it makes for a nice Oakland A’s-y vibe. I think the purple case they sent Snell probably makes for a better combo though.
Aaron Blake, reporting for The Washington Post:
Tuesday brought yet more documents in Dominion Voting Systems’ high-stakes lawsuit against Fox News over Fox’s handling of claims that Dominion’s voting machines helped rig the 2020 election.
The documents come after Dominion recently detailed how Fox executives and hosts privately derided the stolen-election claims even as the network chose to air them anyway — often credulously — in the name of appealing to its Trump-supporting viewers. [...]
While Fox’s hosts and executives clearly worried about alienating Donald Trump, it’s become abundantly clear that it wasn’t so much about personal affection as a cold business decision. Repeatedly in the exhibits and depositions, they are shown deriding Trump. In a Nov. 19, 2020, email, Rupert Murdoch appears to describe Trump and Rudy Giuliani as “both increasingly mad.”
He adds of Trump: “The real danger is what he might do as president. Apparently not sleeping and bouncing off walls! Don’t know about Melania, but kids no help.” In his deposition, Murdoch not only disputed Trump’s claim that the 2020 election was stolen, but he also agreed when asked whether Trump was a “sore loser.”
Dominion’s lawsuit is the gift that keeps on giving. The quote in my headline for this post? That’s from a message sent by Tucker Carlson, and that’s what he really thinks of Trump.
As for Trump’s own team spirit:
In a Dec. 22 email, Lachlan Murdoch relayed [former New York Post editor in chief Col] Allan’s summary of a conversation with Trump.
“Col says POTUS was dismissive of Georgia race when he saw him on Friday,” Lachlan Murdoch said. “He basically said Republicans shouldn’t vote because it’s all rigged anyway. And if he can’t win no one should.”
Finally, I agree with Donald Trump about something.
My “Hey, how come you don’t hear about ex-Apple folks launching startups?” musing in the previous item reminded me that I never linked to this news from January. Kyle Wiggers, reporting for TechCrunch:
In December, reports suggested that Microsoft had acquired Fungible, a startup fabricating a type of data center hardware known as a data processing unit (DPU), for around $190 million. Today, Microsoft confirmed the acquisition but not the purchase price, saying that it plans to use Fungible’s tech and team to deliver “multiple DPU solutions, network innovation and hardware systems advancements.” [...]
Fungible was launched in 2016 by Bertrand Serlet, a former Apple software engineer who sold a cloud storage startup, Upthere, to Western Digital in 2017, alongside Krishna Yarlagadda and Juniper Networks co-founder Pradeep Sindhu. Fungible sold DPUs that relied on two operating systems, one open source and the other proprietary, and a microprocessor architecture called MIPS to control flash storage volumes.
“The Fungible DPU was invented in 2016 to address the most significant problems in scale-out data centers: the inefficient execution of data-centric computations within server nodes,” Fungible wrote in a statement on its website. “We are proud to be part of a company that shares Fungible’s vision and will leverage the Fungible DPU and software to enhance its storage and networking offerings.”
The Fungible team will join Microsoft’s data center infrastructure engineering teams, Bablani said.
Bertrand Serlet at Microsoft — albeit quietly — is an outcome I certainly wouldn’t have imagined circa 2006, when he skewered the then-still-in-beta Windows Vista on stage at WWDC. Maybe the funniest 4 minutes of an Apple keynote ever.
Aaron Tilley, reporting for The Wall Street Journal (News+ link):
The husband and wife co-founders were longtime Apple executives who departed in 2016. Mr. Chaudhri was the former director of design for Apple’s human interface team, which focuses on the user experiences of Apple’s devices. Ms. Bongiorno was a director for Apple’s operating system.
Patrick Gates, a former senior director of engineering at Apple, is also an early employee at Humane, where he serves as chief technology officer. The $100 million round was led by Kindred Ventures and included participation from Microsoft, among others. OpenAI Chief Executive Sam Altman, who was an early investor in Humane, also joined in the new round. The company previously raised two rounds of financing totaling $130 million.
As part of a fundraising announcement Wednesday, the company said it would be working with Microsoft to power Humane’s cloud services. Humane would also be partnering with OpenAI to integrate its AI technology into the Humane device.
Here’s Humane’s press release. Most interesting to me isn’t the additional funding — though it is worth noting they’re up to $230 million total and this is their third round and the still haven’t shipped anything — but the partnership with Microsoft. Apple, I am reliably informed, wants nothing to do with Humane. Bongiorno and Chaudhri did not leave on good terms, with Chaudhri in particular being perceived as taking excessive personal credit for work done by a larger team. I don’t know if that’s true or not, only that that’s how he’s seen, by some, in Cupertino.
I mean, it’s hard to imagine Apple investing in any startup making consumer computing devices. Apple acquires smaller companies “from time to time”, but they seemingly don’t nurture them through investments. And when Apple does acquire smaller companies, they tend to do so quietly (Beats being the exception that proves the rule). Humane doesn’t seem like a company looking for a humble quiet acquisition.
I remain keenly interested in whatever it is Humane is building. The mere fact that they’re both founded by ex-Apple executives and staffed by numerous ex-Apple employees makes them rather unique. It’s been gnawing at me lately that there have hardly been any companies at all founded by former Apple employees in the modern post-NeXT-reuinification era. There’s Tony Fadell’s Nest — but who else? I expected something new, eventually, from Scott Forstall, for example, but it’s now a full decade after his ouster, and he’s remained out of the game.
Humane is the exception. And so we wait.
Bonus Content: A 2021 investor pitch slide deck from Humane leaked a while back. I have an extremely low-res samizdat copy of a few of the slides. Might as well stop hoarding it. Who knows if the gadget described in the deck bears any resemblance to what they might eventually ship, but the deck describes something akin to a Star Trek communicator badge, with an AI-connected always-on camera saving photos and videos to the cloud, and lidar sensors for world-mapping and detecting hand gestures. (The “What is it?” slide says it’s a “Cloud connected sight enabled AI platform with server side app echo system.” That’s not really helpful to me because I don’t know what an “app echo system” is. Perhaps it was a typo and they meant ecosystem?) Humane’s patent filings describe a laser projection system for displaying a visual UI on, say, the palm of your hand, but I never put much stock into patents turning into actual products. What companies make, they patent; but what they patent usually isn’t made.
How about this for Letterboxd hitting the big time: the Oscars filmed a bunch of this year’s nominees reading comments from Letterboxd reviews. It’s like the nice, kind version of Jimmy Kimmel’s “mean tweets” recurring segment. Very cool. (Via Matthew Buchanan.)
Re: Halli Thorleifsson’s quip about Elon Musk not going to the restroom by himself, the context is this report from Marianna Spring at BBC News, primarily about harassment and CSAM content moderation falling apart:
In San Francisco, the home of Twitter’s headquarters, I set out to look for answers. What better place to get them than from an engineer — responsible for the computer code that makes Twitter work. Because he’s still working there, he’s asked us to conceal his identity, so we’re calling him Sam.
“For someone on the inside, it’s like a building where all the pieces are on fire,” he revealed. “When you look at it from the outside the façade looks fine, but I can see that nothing is working. All the plumbing is broken, all the faucets, everything.” [...]
The level of disarray, in his view, is because Mr Musk doesn’t trust Twitter employees. He describes him bringing in engineers from his other company — electric car manufacturer Tesla — and asking them to evaluate engineers’ code over just a few days before deciding who to sack. Code like that would take “months” to understand, he tells me.
He believes this lack of trust is betrayed by the level of security Mr Musk surrounds himself with.
“Wherever he goes in the office, there are at least two bodyguards — very bulky, tall, Hollywood movie-[style] bodyguards. Even when [he goes] to the restroom,” he tells me.
Sounds like a fun job.
Judging by the photos, it’s a fun bold yellow. The only vibrant color other than Product Red. No mid-cycle new color for the 14 Pro models this year.
James Clayton, reporting for BBC News:
In a tweet to the firm’s chief executive, Halli Thorleifsson said: “Your head of HR is not able to confirm if I am employed or not”.
Mr Musk responded by asking: “What work have you been doing?”
Mr Thorleifsson told the BBC that nine days after being frozen out of Twitter’s accounts he did not know whether he had been fired or not. After a series of follow up questions and answers with Mr Musk, that read like a live interview for his job, Mr Thorleifsson said he received an email confirming that he had been sacked.
If you’ve been staying away from Twitter, you’re smarter than me, but you might have missed this saga, and it is, I promise you, worth your attention. It started last night with Thorleifsson mentioning Musk in a tweet to ask whether he was still employed, and Musk then engaged in the most dismissive way possible. It was like reality TV on Twitter. As absurd and offensive as you might think their back-and-forth exchange was, I guarantee you’re low-balling it. At one point, after having been asked by Musk what he’s accomplished recently, Thorleifsson said he “led the effort to save about $500k on one SaaS contract”. Musk asked which SaaS contract. Thorleifsson replied “Figma”. Musk then replied “🤣🤣”. Best guess as to why Musk responded thus is that Musk doesn’t know what Figma is and thought Thorleifsson was making a “ligma” joke.
That’s the thread that prompted Clayton to file the above story with the BBC. But it gets worse/more absurd — but ultimately, better. Early this morning Musk tweeted:
The reality is that this guy (who is independently wealthy) did no actual work, claimed as his excuse that he had a disability that prevented him from typing, yet was simultaneously tweeting up a storm.
Can’t say I have a lot of respect for that.
Thorleifsson graciously (good god where does his patience and serenity come from?) responded to Musk, explaining that he has muscular dystrophy, lost the use of his legs 20 years ago, and while he can and does type, his arms tire and his hands cramp after an hour or two:
And now finally to my fingers, which I know you have great concern for. Thank you for that btw. I’ll tell you what I told them. I’m not able to do manual work (which in this case means typing or using a mouse) for extended periods of time without my hands starting to cramp.
This wasn’t a problem in Twitter 1.0 since I was a senior director and my job was mostly to help teams move forward, give them strategic and tactical guidance. But as I told HR (I’m assuming that’s the confidential health information you are sharing) I can’t work as a hands on designer for the reasons outlined above.
I’m typing this on my phone btw. It’s easier for me because I only need to use one finger.
The notion that a design leader can only “work” while their hands are on a keyboard and trackpad/mouse is, of course, patently offensive. (Also: illegal?) Thorleifsson is an award-winning designer and his design agency, Ueno, which Twitter acquired, was highly regarded and accomplished. His personal website is a delightful, pitch-perfect homage to Hergé’s Tintin.
He’s so renowned that in January Thorleifsson was named Iceland’s Person of the Year:
Halli, a 45 year-old designer, gained nation-wide recognition this year when, after the sale of his tech company Ueno to Twitter, he chose to be paid the sale price as wages. Normally in such large sales, the payment comes in the form of stock or other financial instruments, which categorize the sale as capital gains, meaning it is taxed at a much lower rate. Halli, however, gladly paid the higher tax rate, having spoken publicly on many occasions about the benefits he has received from the Icelandic social system.
Halli was born with muscular dystrophy and came from a working class background. In statements about his decision to pay back into the Icelandic social system, he cited both healthcare and education in Iceland as keys to his success. Notably, he was one of the highest tax payers in the nation after the sale of Ueno. [...]
One of his best-known projects is Ramp Up Iceland, which is building ramps throughout the nation to increase accessibility for people in wheelchairs. He has also personally donated to the legal funds of victims of sexual abuse, and has garnered praise for charitable donations to families in need this holiday season.
Thorleifsson, to put it mildly, is a rather extraordinary and inspiring person.
He also seems to be remarkably clever. Thorleifsson wasn’t a regular at-will employee at Twitter; he had a contract as the founder of an acquired company, and the entire thread is best read as his having baited Musk, successfully, into breaching that contract in public. (According to Zoë Schiffer and Casey Newton at Platformer, Thorleifsson was on a “do not fire” list inside Twitter, because breaking his contract would be so expensive for the company.)
Lastly, Thorleifsson has a sharp sense of humor, having concluded his thread this morning thus:
Oh! I forgot to mention that I read you can’t go to the toilet on your own either @elonmusk.
I’m sorry to hear about that. I know the feeling.
The only difference is I can’t do it because of a physical disability and you’re afraid someone you hurt will attack you while you poop.
As Musk himself might say, “🤣🤣”. Drop the mic, Halli, your work is done.
Epilogue: Musk apologizes. ★
Erin Woo, reporting for The Information (paywalled, alas):
Elon Musk is running into an obstacle in his relentless drive to cut costs at Twitter: some of the same vendors that Twitter is squeezing to save money are also its advertising clients.
As recently as last month, Twitter sales and marketing staff were told by their colleagues that Amazon had threatened to withhold payment for advertising it runs on Twitter because the social network for months refused to pay its Amazon Web Services bills for cloud computing services, according to two people familiar with the discussions.
The ad threat may have had an impact. A couple of weeks ago, Twitter paid AWS $10 million for cloud services it used, but that’s a drop in the bucket compared to what Twitter owes AWS based on a long-term contract the companies struck, said a person familiar with the situation. [...] Twitter’s shortfall on what it is supposed to have spent on AWS services, under a five and a half year contract signed in 2020, is now at least $70 million. And Amazon has resisted renegotiating the contract, the person said.
It’s a lot easier to bully around smaller companies, and stiff them on their bills. Not so much a bigger company. Renegotiating a contract like this is like asking to renegotiate your poker bet after you’ve lost the hand. I would imagine the negotiations have been going something like this:
Twitter: We’d like to renegotiate our AWS contract.
Amazon: Fuck you, pay us.
Twitter: But we’re not utilizing...
Amazon: Fuck you, pay us.
Twitter: OK, but can we...
Amazon: Fuck you, pay us.
Jiyoung Sohn, reporting last week for The Wall Street Journal (News+ link):
Consumers around the world are increasingly choosing Apple Inc.’s iPhones over high-end Android smartphones, with younger users seen as pushing the company toward the level of dominance in the market globally that it has enjoyed in the U.S.
In Samsung’s backyard, where the brand’s Android smartphones have held sway, Apple’s clout has been growing since the company opened its first store in South Korea in 2018. Apple now has four stores in the country, where its mobile-payment system Apple Pay will soon become available for the first time.
Around 52% of people age 18 to 29 in South Korea were using an Apple smartphone as of 2022, up from 44% two years earlier, according to polls by Gallup Korea. Samsung’s share of this age group slipped to 44% from 45% in that time, the polls showed. For all older age groups, Samsung phones remain most prevalent.
I did not know that Apple is beating Samsung in Korea in a key demographic like 18–29 year olds.
One bright spot for Samsung is that it is leading the foldable-smartphones category it helped pioneer. Sales of foldable phones represent less than 1% of the smartphones shipped worldwide today, but their increased popularity could boost Samsung’s future position in the premium category, analysts say. Apple has yet to announce any plans for foldable phones.
How is it a “bright spot” to lead a category whose sales round down to zero?
Alex Benzer, director of product at Medium:
A few weeks ago, we announced that Medium is embracing short-form writing by launching our very own Mastodon server at me.dm. Starting today, we’re opening up me.dm access for our member community. If you’re a Medium member, you can create an account on me.dm.
It’s fascinating to see Medium enter the Mastodon game. For one thing, amongst Medium’s co-founders are Ev Williams (who also served as Medium’s CEO for most of its existence) and Biz Stone — two people who were at Twitter at the beginning. Williams also served as one of Twitter’s numerous CEOs.
Second, Medium is a commercial company, having raised, according to CrunchBase, $163 million (so far). To my knowledge no company with such resources has started a public Mastodon instance to date. I am very uncomfortable with the fact that nearly all Mastodon servers are free-to-use volunteer efforts, funded by voluntary donations. That’s not sustainable. I suspect a lot of Mastodon servers that seem to be thriving today won’t be around in 5 years, taking all of their posts with them. I don’t feel great about the fact that Medium is venture-backed, either, but they do charge $5/month or $50/year for a membership. I like paying for the services I use. Twitter is free to use and look how that’s gone.
Third, “me.dm” is a cool-ass domain name. If I weren’t already all-in with my @[email protected] account, I’d be tempted to start here. As every good introduction to Mastodon makes clear, it’s confusing and tricky to choose which server to sign up on. Medium’s strikes me as a good one.
I’m linking here to a news article from PR Times, written in Japanese, but you can get the gist of it using Safari’s built-in translation feature. (What an amazing feature, by the way. Science fiction from my childhood come to life.) ChatGPT speaks and understands Japanese, but uptake in Japan has been hampered, apparently, because you need to speak English to sign up.
Line is the dominant messaging platform in Japan, and last week they added ChatGPT. You just add “AI Chat-kun” as a friend and start chatting. Up to five messages per day are free, and you can upgrade to unlimited messages for ¥680/month (about $5).
Cabel Sasser, on Mastodon:
A short story. We once submitted Untitled Goose Game to the Mac App Store. It was rejected by the reviewer because they thought you couldn’t skip the credits. (?!?) We explained that you could skip the credits by holding space. It was then rejected for something else and at that point we just gave up and never bothered to resubmit. Fin
Untitled Goose Game, of course, is one of the funnest and most original games of the last decade. And Panic is a company that has made a couple of decent Mac apps over the years.
Paul Kafasis, writing at the Rogue Amoeba blog, celebrating the company’s 20th anniversary:
For many years, noted Mac collector Stephen Hackett has done wonderful work with the MacOS Screenshot Library. The library offers screenshots of the Mac’s operating system dating back to the Mac OS X Public Beta in 2000, and we’re such fans that Rogue Amoeba has sponsored it for several years now. It‘s often helpful as a reference, but it’s also simply enjoyable to look back at the way things once were.
Amazingly, Rogue Amoeba’s own story dates back nearly as far as Mac OS X’s. We opened our virtual doors in 2002, and since then, we’ve shipped nearly 1,000 different versions across our product lineup. Given that amount of history, we thought it would be both useful and fun to document our own products.
Late last year, we asked Stephen if he’d help us spin up our own archive. He was up for the challenge, so we provided him with a pile of important releases, and he set to work documenting them with his array of old Macs. When Stephen was done, he provided us with a large collection of screenshots, sorted by product and version.
Our team then curated these images and built a way to show them off. We created galleries for each product and dug up details and stories about each individual update. It was a lot of work, but the end result feels weighty, a worthwhile repository of much of our company’s history.
This is just wonderful. A few thoughts:
Peter Wade and Patrick Reis, reporting for Rolling Stone:
The right’s war on queer and trans people took center stage at the Conservative Political Action Conference as Daily Wire host Michael Knowles on Saturday called for the eradication of “transgenderism.”
During his speech on Saturday, Knowles told the crowd, “For the good of society … transgenderism must be eradicated from public life entirely — the whole preposterous ideology, at every level.”
Knowles subsequently claimed that “eradicating” “transgenderism” is not a call for eradicating transgender people and demanded retractions from numerous publications, including Rolling Stone.
Erin Reed, a transgender rights activist and writer, tells Rolling Stone that it’s an absurd distinction. There is no difference between a ban on “transgenderism” and an attack on transgender people, she says: “They are one and the same, and there’s no separation between them.”
The tweet linked above is from Knowles, pointing to an earlier version of the same Rolling Stone story, and reads, “This headline is libelous, and I demand a retraction.”
Keith Olbermann, in a reply to Knowles’s tweet:
You should get the fuck off the stage and apologize, asshole. This statement is your life from here on in.
Shove your hatred and bias and Nazi dreams up your ass, Motherfucker.
Olbermann took the words right out of my mouth. It’s sophistry to argue that transgenderism can be “eradicated from public life entirely” without eradicating transgender people. Eradicate is a Nazi word — one step away from exterminate — and totally means completely, absolutely, entirely. Watch the video. This is Nazism, and the only proper response to Nazis is to punch them.
“DingleBog3899” on the Roku community forum (emphasis added):
Our tribal network started out IPv6, but soon learned we had to somehow support IPv4 only traffic. It took almost 11 months in order to get a small amount of IPv4 addresses allocated for this use. In fact there were only enough addresses to cover maybe 1% of population. So we were forced to create a very expensive proxy/translation server in order to support this traffic.
We learned a very expensive lesson. 71% of the IPv4 traffic we were supporting was from Roku devices. 9% coming from DishNetwork & DirectTV satellite tuners, 11% from HomeSecurity cameras and systems, and remaining 9% we replaced extremely outdated Point of Sale (POS) equipment. So we cut Roku some slack three years ago by spending a little over $300k just to support their devices.
First off I despise both Apple and that other evil empire (house of mouse) I want nothing to do with either of them. Now with that said I am one of four individuals that suggested and lobbied 15 other tribal nations to offer a new AppleTV device in exchange for active Roku devices. Other nations are facing the same dilemma. Spend an exorbitant amount of money to support a small amount of antiquated devices or replace the problem devices at fraction of the cost.
Now if Roku cannot be proactive at keeping up with connectivity standards they are going to be wiped out by their own complacency. Judging by the growing number of offers to replace their devices for free their competitors are already proactively exploiting that complacency. When we approached Apple to see about a discount to purchase a large number of their devices, for the exchange, they eagerly offered to supply their devices for free.
Seems weird to say you despise a company that supplied a Native American tribe with a slew of free Apple TVs, but the fact that he’s not an Apple fan makes it all the more telling that they went with Apple TVs as their solution. I wonder what the deal is with Roku not supporting IPv6? Is it just something they haven’t gotten to, or have they somehow engineered a tech stack that only works on IPv4?
My thanks to Kolide for sponsoring last week at DF. Here’s an uncomfortable fact: at most companies, employees can download sensitive company data onto any device, keep it there forever, and never even know that they’re doing something wrong. Kolide’s new report, The State of Sensitive Data, addresses this issue head-on.
Kolide offers a more nuanced approach than MDM solutions to setting and enforcing sensitive data policies. Their premise is simple: if an employee’s device is out of compliance, it can’t access your apps. Kolide lets admins run queries to detect sensitive data, flag devices that have violated policies, and enforce OS and browser updates so vulnerable devices aren’t accessing data.
To learn more and see Kolide in action, visit kolide.com.
Josh Marshall, writing at TPM:
The evidence emerging from the Dominion lawsuit against Fox News has the quality of liberal fever dreams. What’s the worst you can possibly imagine about Fox? What’s the most cartoonish caricature, the worst it could possibly be? Well, in these emails and texts you basically have that. Only it’s real. It’s not anyone believing the worst and giving no benefit of the doubt. This is what Fox is.
In a moment like this it’s worth stepping way, way back, not just to the beginning of Fox News in 1996 but to the beginning of the broader countermovement it was a part of and even a relatively late entry to.
And:
One of the things that is clear from the very start of the conservative movement was a basic failure to quite understand the thing they rallied themselves against, the history that in Bill Buckley’s famous phrase he was standing athwart and yelling “Stop!” None of the organizations that the right took issue with — the think tanks, the news publications, the movie studios, the nonprofits, the book publishers — were ideological, let alone partisan, organizations. When the founders of modern conservatism looked at CBS News they saw the shock troops of liberalism and the Democratic Party. Same with Brookings and the Washington Post and all the rest. And when they went to build their own versions of these institutions they patterned them off their own cartoonish understandings of how these operations functioned. The idea that institutions like CBS News or The New York Times were, whatever their faults and unexamined biases, fundamentally rooted in an ethic of news gathering and reporting was really totally lost on them.
In a broad sense it all comes back to Stephen Colbert’s iconic line from his Colbert Report alter ego: “It is a well known fact that reality has a liberal bias.” U.S. conservatives couldn’t/can’t see that, or refuse to see it, and instead operate on the assumption that all journalism — and science — that points toward liberal conclusions is ideological. Daniel Patrick Moynihan famously quipped, “You are entitled to your opinion. But you are not entitled to your own facts.” The foundational element of the modern U.S. conservative movement is that facts and opinions are interchangeable, that their opinions not only can trump our facts, they do, purely by the force of their convictions. Whoever shouts loudest wins, not whoever presents the best evidence.
Hence the other defining difference between Fox News and all non-rightwing TV news organizations: anger. Put partisanship and ideology aside. The anchors at other news channels are dispassionate; the anchors on Fox are angry, and they drum up anger amongst their viewers. You could see this difference best if you didn’t understand English. The anger is palpable and it never ends. Their product is outrage, not edification. They were angry under Clinton, Obama, and now Biden, yes. But they were just as angry under George W. Bush and Donald Trump. The feelings over facts worldview demands it, but it is to the detriment of us all.
Be sure to watch the video clip Marshall includes in his column, of Tucker Carlson speaking at the CPAC conference in 2009. It’s an utterly different Carlson than the one who today leads Fox News. He argued then, correctly, that conservatism needs fact-first news organizations. He almost got booed off the stage. The rest is history.
Joe Brock, Yuddy Cahya Budiman, and Joseph Campbell, reporting for Reuters:
At a rundown market on the Indonesian island of Batam, a small location tracker was beeping from the back of a crumbling second-hand shoe store. A Reuters reporter followed the high-pitched ping to a mound of old sneakers and began digging through the pile.
There they were: a pair of blue Nike running shoes with a tracking device hidden in one of the soles.
These familiar shoes had traveled by land, then sea and crossed an international border to end up in this heap. They weren’t supposed to be here.
Five months earlier, in July 2022, Reuters had given the shoes to a recycling program spearheaded by the Singapore government and U.S. petrochemicals giant Dow Inc. In media releases and a promotional video posted online, that effort promised to harvest the rubberized soles and midsoles of donated shoes, then grind down the material for use in building new playgrounds and running tracks in Singapore.
Remarkable reporting by Reuters. After donating 11 pairs of sneakers (all of which contained hidden AirTags) at different drop-off spots in Indonesia, they flew all over Asia to track them down, and found most of them in used clothing stores. None of the 11 pairs were turned into exercise paths or playgrounds, as Dow claimed they would be. Not only is the whole greenwashing initiative by Dow an apparent scam, it’s illegal in Indonesia. And don’t miss the video — it’s really good, but, alas, ends a bit like Chinatown.
Great gumshoe reporting, in both the literal and figurative senses.
Paul Sawers, reporting for TechCrunch:
The European Commission (EC) has confirmed a previously issued preliminary view that Apple’s so-called “anti-steering” practices, which prevent developers from informing users about alternative payment options, constitutes unfair trading practices.
However, in a refined Statement of Objections sent to Apple and published for the public today, the EC also said that it’s dropping an additional anti-trust charge against the tech giant around the issue of how Apple imposes its own in-app purchase (IAP) payment technology on music-streaming service providers. It wrote:
Today’s Statement of Objections clarifies that the Commission does no longer take a position as to the legality of the IAP obligation for the purposes of this antitrust investigation but rather focuses on the contractual restrictions that Apple imposed on app developers which prevent them from informing iPhone and iPad users of alternative music subscription options at lower prices outside of the app and to effectively choose those.
Sometimes the system works. I’ve thought all along that most of the EC’s probe against Apple was overreaching (the stuff about opening up IAP in particular), but Apple’s anti-steering provisions are wrong and either already are illegal or should be made illegal.
In a statement shared with MacRumors, an Apple spokesperson said the company is “pleased” that the Commission has narrowed its case:
Apple will continue to work with the European Commission to understand and respond to their concerns, all the while promoting competition and choice for European consumers. We’re pleased that the Commission has narrowed its case and is no longer challenging Apple’s right to collect a commission for digital goods and require the use of the In-App Payment systems users trust. The App Store has helped Spotify become the top music streaming service across Europe and we hope the European Commission will end its pursuit of a complaint that has no merit.
Spotify no longer allows customers to subscribe through its iPhone app. A message in the Premium tab of the app informs customers that they “can’t upgrade to Premium in the app” and says “we know, it’s not ideal.” The tab does not provide any information or external links related to subscribing on Spotify’s website.
The same has been true with Netflix’s app for years. Download it and it has a very obvious button to Sign In, but if you don’t already have a Netflix account, there’s almost no indication what to do to sign up. I wrote about this back in 2019 — you can tap the small “Help” button in the corner and call Netflix on the phone and someone will tell you the answer: that you need to sign up on Netflix’s website.
Putting the legality of Apple’s anti-steering rules aside, I think they make the company look spiteful and petty. They certainly aren’t in the interest of users. Apple is only really Apple when they put the user first. Apple makes gobs of money by selling hardware and software and services that provide people with the best experiences in the world. Anything like this that’s purely about making more money at the expense of the user experience is like a malignant tumor growing on the side of the true Apple. By going after these anti-steering provisions, the EC is doing Apple a favor, despite the fact that some of Apple’s executives can’t see it. The EC might excise that tumor for Apple.
Of course the best way to skewer a cartoonist is with a comic strip. Sublime work by Ruben Bolling.
Long story short: If you’re a subscriber to either Tweetbot or Twitterrific, you can help them out with three simple steps:
Long story long:
You surely recall that last month, in a fit of pique, Elon Musk spitefully pulled the plug on third-party Twitter clients with no notice whatsoever, in the most chickenshit way imaginable. Twitter didn’t even make it official that third-party clients had been banned until a week of confusion and dread had passed.
The obvious problem for developers of such clients, of course, is that Twitter clients are useless without the ability to connect to Twitter. A less obvious but no less serious problem is that the leading clients, Tapbots’s Tweetbot and The Iconfactory’s Twitterrific, were monetized through annual subscriptions. That left each company with thousands and thousands of customers with months left on those subscriptions, but no functionality.
Financially, this isn’t a “Huh, yeah, that must kinda suck” situation. It’s more of an “Oh shit, we’re fucked” situation. Twitterrific and Tweetbot weren’t side projects — they were flagship products from small companies. As I mentioned last month, The Iconfactory has a bunch of other great commercial apps (and games). Tapbots does too — Calcbot (a calculator and unit converter for both iOS and Mac) and Pastebot (my personal favorite clipboard history utility for Mac — I’ve been using it for years now). But you don’t need access to Tapbots’s sales figures to surmise that Tweetbot was the company’s sole tentpole.
Twitter’s kneecapping of third-party clients didn’t just mean that their future revenue was gone — it meant revenue they’d already collected from App Store subscriptions would need to go back to customers in the form of prorated refunds for the remaining months on each and every user’s annual subscriptions. Consider the gut punch of losing your job — you stop earning income. It’s brutal. Now imagine that the way it worked when you get fired or laid off is that you’re also suddenly on the hook to pay back the last, say, 6 months of your income. That’s where Tapbots and The Iconfactory are.
I can’t recall a situation like this, with an ecosystem of third-party clients collecting subscriptions and then having the first-party service yank the carpet out from under them — and their customers — with zero warning or sunset period. A proper sunset period would have allowed such third-party partners — and developers like Tapbots and The Iconfactory were indeed partners of Twitter1 — to stop accepting new subscriptions and renewals, and allow existing subscribers to run out the clock with service for the period they already paid for.
When a landlord decides to sell or repurpose a rental property, they give tenants notice that their leases won’t be renewed, months in advance. That’s always unpleasant and difficult. But they don’t just show up in the middle of the night, mid-lease, and change the locks or bulldoze the building.
This week, both Tapbots and The Iconfactory released updates in the iOS App Store to Tweetbot and Twitterrific — not to restore any functionality, but to deal with the grim meathook reality of these paid-for subscriptions rendered useless by Phony Stark’s imperious shitheadedness. Both apps, upon launch, now simply display a single screen describing what has happened, and offer options to users with existing subscriptions. Screenshots:
Their messaging and offers are similar and obviously coordinated.2 Also, unsurprisingly, both of their designs are utterly beautiful and perfectly on point for their distinctive respective brands. Magnificent work for a dreary task, presented in good cheer.
Tweetbot offers users three choices. The first is an option to transfer your existing Tweetbot subscription to Ivory, Tapbots’s magnificent (and magnificently Tweetbot-like) new Mastodon client. Any Tweetbot subscriber who has moved to Mastodon should tap this button immediately. This is, as the kids say, a no-brainer. (Any Tweetbot subscriber who has not yet moved to Mastodon should do it — it’s like the early fun Twitter of yore over there, perhaps even better, and Ivory feels like home to a Tweetbot junkie, trust me.)
Second, Tweetbot offers an “I am happy with what I got out of Tweetbot and do not need a refund” option, with a button labelled “I Don’t Need a Refund” and this text:
If you’ve been happy with the service we’ve provided over the years and don’t need us to send you a prorated refund back, you can choose this option. ❤️
Third is the option for a prorated refund:
If you want a refund for the remaining subscription time, simply do nothing. We will automatically refund you through Apple.
Twitterrific offers two choices: the same do-nothing-and-get-a-prorated-refund-from-us option, and a clear “I Don’t Need a Refund” button with this heartfelt description:
If you were happy with the service we provided over the years, and don’t want a pro-rated refund, please choose this option. We thank you!
These automatic refunds for every subscriber who does not choose to decline them (or transfer them to Ivory) will be issued in a month, on March 28. Worth noting with emphasis: Even if you already cancelled your subscription through Apple, you can still do this, because your cancelled subscription remains valid until its original expiration date. Just re-install the app and you should still see the “I Don’t Need a Refund” button.
As both companies’ entreaties make clear, the lion’s share of these prorated refunds will be paid by Tapbots and The Iconfactory, unwound the same way they were paid out, by the 70/30 or 85/15 splits of the original transactions. Apple will pay the 30/15 shares, Tapbots and The Iconfactory the 70/85 shares. I suspect, strongly, that given how longstanding both apps are, the overwhelming majority of their subscribers were in the 85/15 split that kicks in after the first year of a subscription. That 85/15 split is obviously better for developers in normal circumstances, but not when they’re on the hook to refund it.
These offers are more than fair. Any paid subscriber who doesn’t know what’s happening will simply get their prorated refund automatically. The money will just appear in their App Store account balance. But close to 85 percent of that money will come from the pockets of Tapbots and The Iconfactory. That is perfectly fair, but I do not think it is at all clear to people that that’s how it works. I suspect most users assume that money will all come from Apple, a company with somewhat larger resources than either Tapbots or The Iconfactory. And many of their customers who do not wish for a refund surely assume that the money they’ve spent will remain in the accounts of Tapbots and The Iconfactory by default. That is not the case.
Worse still, at this point, weeks after Twitter pulling the plug on them, there’s little reason to think most Tweetbot or Twitterrific users are still opening those apps. Untold users of Tweetbot and Twitterrific who have no desire to get their money back won’t even see their option to decline these refunds. In a few weeks they’ll receive refunds, largely paid by Tapbots and The Iconfactory, that they didn’t even seek.
There is something noble about two longtime rivals — competitors, yes, but with nothing but deep respect and camaraderie for each other — facing this terrible cliff together, with dignity and grace, considering their users first, as ever.
But all is not lost.
If you are a subscriber to either Tweetbot or Twitterrific, I beseech you to decline these prorated refunds. It’s a couple of bucks for you, but in the aggregate, this amounts to an existential sum of already booked revenue for these two companies, both exemplars of the indie iOS and Mac community.
Reinstall the app if you’ve already deleted it. Tap that “I Don’t Need a Refund” button and feel good about it. We have a month. Spread the word. ★
Among other things, The Iconfactory coined the word “tweet” to describe Twitter posts, and was the first to use a bird icon to represent the service. Twitter’s own brand was derived from Twitterrific’s, not the other way around. ↩︎
Notably, both start with sincere apologies. Twitterrific: “We apologize that we are no longer able to offer you access.” Tweetbot: “We are very sorry that we are no longer able to offer you access to Twitter.” They’re apologizing for something that was out of their control, against their wishes, and potentially ruinous for their own companies. That’s how much they respect their users. Twitter, on the other hand, has of course apologized for nothing and to no one. The only thing Musk has successfully done with Twitter is twist it into a company in his own mold, utterly devoid of the most essential of human qualities: honesty, grace, and empathy. ↩︎︎