3/7/2012: The Inevitable Apple Roundup

OK, yes, lots of Apple announcements today, so let’s get to ’em because they announced a ton of stuff.

  • A new iPad, which surprises no one. Sounds like they’re focusing on better visuals (both display and camera) for this one, plus a lot of extraws (LTE, acting as a hotspot, etc.) All these changes (and adapted software), are really pushing the iPad towards a kind of “everyunit.”
  • Apparently the latest Siri will have a dictation function, further confirming Apple’s focus on voice. I imagine the people at Nuance are a bit nervous, and rightfully so. If course they probably saw the writing on the wall awhile ago, which would explain their further move into medicine.
  • Surprising no one, the new Apple TV is coming. It doesn’t sound radically different – then again, Apple doesn’t DO radically different. It’s mostly some new integration, better interface, and so on – though I figure it’s going to get better support. My guess is it’s still being figured out, since some of it is basically turning a TV into a big monitor.
  • An iOS upgrade, but that’s probably the most boring announcement.

What’s intriguing to me is that this is all evolutionary not revolutionary – but that’s exactly what Apple does. There’s little that’s unexpected, but you can slowly see all the plans coming together in what’s obviously a suite of integrated devices and opportunities, really extending previous Apple plans.

A few takeaways:

  • Nuance, as I noted, may have seen the writing on the wall.  If you’re in tech ask yourself what companies may become redundant as common consumer tech advances – and then ask if you’re working in those areas.
  • Apple TV still doesn’t seem quite “fully formed” to me.  I’m waiting to see what more they do (though it’s cheap enough I may get one).  I think we’ve got a few iterations to go, at least software-wise, for it to evolve to it’s full potential.  This gives competitors an in.

Steven Savage

3/6/2012: Yahoo Layoffs Coming?

I’ve been hearing about this story since yesterday: Yahoo is looking at some large layoffs.

Now this won’t surprise anyone because we’ve been waiting for this (while a lesser amount of us have been waiting for them to turn the corner).   Everything I’ve heard suggests a lot of non-tech cuts, dropping some products and lines (which will mean tech cuts) and general structure and focus work.  Considering the hiring of Boston Consulting Group, I’m not surprised.

Takeaways:

  • Duh.
  • This is probably Yahoo’s last chance to get it right.  However they aren’t ditching or selling themselves off, so there’s some plan there, or the vague illusion of one.
  • This may be a slight blow to Silicon Valley, which hasn’t always done well adsorbing layoffs in tough times, but I don’t expect it to be too bad.
  • Yahoo has got to get this right or give up.  Whatever this is, it’s the last chance before just being bought or selling themselves off in pieces.
  • After the layoffs I expect a small uptick in hiring as they replace people they didn’t need to get rid of.  This has the smell of a “more than we need” chance to me.
  • Frankly, I wouldn’t work at Yahoo unless you’re playing contrarian.  I’m not confident enough in their opportunities.
  • Morale at Yahoo has got to be TERRIBLE.

Steven Savage

How Google Integrates Services

“Android Market” really wasn’t the best name for the media hub that, well, the Android Market became.  Plus Google needs a more integrated, non-exclusive approach to media, so meet . . .

Google Play.

It’s a hub approach for media, just like, well, everyone.  Smart branding move though, and it shows just how serious Google is about the competition.  My only concern is Google may be overdoing the new stuff and there could be some exhaustion/confusion.

Steven Savage