Linked List: October 11, 2019

Apple Needs China 

Peter Kafka, writing at Recode:

Unlike tech companies that haven’t broken into the country or only do minor business in it, Apple is now so deep in China that leaving it could be catastrophic. Even if the company was willing to forgo the $44 billion a year in sales it makes in China, it can’t leave the deep network of suppliers and assemblers that build hundreds of millions of iPhones every year.

Earlier this year, in response to the escalating US-China trade war, Apple floated the idea that it could move some of its production outside of China to hedge its bets. But it was only willing to suggest that it would move a third of production.

So even if Apple decided to make the wrenching decision to get out of China today, it couldn’t. It is stuck there, for better and for worse.

What’s New in iOS 13.2 Beta 2: Siri Privacy and Video Settings in the Camera App 

Two features stand out to me (I’m already running the 13.2 betas on my daily use iPhone — feel like I have nothing to lose on this front given the de facto beta-y state of 13.1.2):

  • 13.2b2 introduces two important Siri privacy features. First, you can opt in and out of “Improve Siri & Dictation” in Settings → Privacy → Analytics & Improvements. Second, you can delete your Siri and dictation history in Settings → Siri & Search. In a briefing with Apple, I was told that even if you opt in to “Improve Siri & Dictation”, no one at Apple will ever review a Siri interaction until 24 hours have passed. So if you ever do say anything to Siri you don’t want reviewed, you have a full day to delete your history. Also, I was told that Siri interactions will henceforth only be reviewed by Apple employees — no more contractors. All told, these changes are a solid response to the Siri “grading” controversy.

  • The camera app now lets you change the frame rate (24/30/60 FPS) and resolution (720p, 1080p (HD), 4K) right in the viewfinder when you’re in video mode. Previously these could only be changed by going to Settings → Camera — a real pain in the ass when you’re ready to shoot a fleeting moment. But I find this interface a bit fiddly at the moment, because there’s no feedback on tap down. It’s hard to tell even that these are two separate buttons — one for the frame rate and one for the resolution. I’d rather have the whole thing be one button that opens a picker like the iPhone 11 zoom wheel.

Ming-Chi Kuo Expects Apple to Launch AR Glasses in Second Quarter of 2020 

We know for a fact, with ARKit, that Apple has a strong interest in augmented reality. We also know that phones and tablets are not ideal AR devices. They’re not bad, but they’re not ideal. So you don’t need a weatherman to tell you the wind is blowing toward Apple working on AR-dedicated hardware — glasses or goggles or something. Now we have Kuo saying it’s coming in the first half of 2020. That’s pretty close.

But if true, no one thus far seems to have any idea what exactly Apple has in mind. Are they glasses you’re supposed to wear all the time, like you do with Apple Watch? That doesn’t sound right to me. The glasshole problems all persist. If there’s a camera, it’s creepy and rude to wear them all the time. Do they make you look weird? Eyeglasses are a huge personal statement — far more so than a watch. If they all look like “Apple Glasses”, there’s going to be a huge resistance to wearing the same glasses as everyone else. And if it’s something else entirely — a product you don’t wear all day like a watch — when do you wear them and what are they meant for? Perhaps they’re more like AirPods, in terms of being situational. All unanswered questions.

BuzzFeed News: ‘Disgraced Google Exec Andy Rubin Quietly Left His Venture Firm Earlier This Year’ 

Ryan Mac, reporting for BuzzFeed News:

Rubin’s departure from Playground was also accompanied by a payout, with a source familiar placing the amount at more than $9 million. Documents related to his exit, which were seen by some investors and the company’s leadership, but not all of Playground’s staff, were reviewed by BuzzFeed News.

“Effective May 31, 2019, Playground Global ended our business relationship with Andy Rubin,” read one internal document. “While Andy is still a good friend of Playground, he no longer has any economic interest in or any ongoing roles at Playground Global or the related funds.”

“Quietly” is overused, especially in headlines, but here’s a case where something really was done quietly. Rubin founded the firm and its own staff wasn’t aware he left?

Rubin, however, is still using Playground’s money to build Essential. The two are heavily linked, with Playground investing in both of Essential’s fundraising rounds that have raised a collective $330 million and the two companies sharing the same address, according to their websites.

That’s quite a racket Rubin has going here.

It’s not clear why Rubin, Playground’s founder and figurehead, departed the venture firm, but the nimbus of persistently negative publicity around him may have played a role.

Yeah, maybe that’s it.