Monthly Archives: November 2020

News: Macs with the M1 chip do not support eGPUs

Apple today announced its first self-developed processor for Mac hardware. Called the M1, the system on a chip (SoC) is based on an ARM architecture rather than an Intel-built platform. This is a massive switch, and as the dust settles from the announcement, details are starting to appear around options for the new MacBook Air,

Apple today announced its first self-developed processor for Mac hardware. Called the M1, the system on a chip (SoC) is based on an ARM architecture rather than an Intel-built platform. This is a massive switch, and as the dust settles from the announcement, details are starting to appear around options for the new MacBook Air, MacBook Pro, and Mac Mini.

Apple’s first Macs built around its self-developed SoC do not support eGPUs, Apple tells TechCrunch. It’s unclear exactly where the incompatibility begins; does the M1 chip itself not play friendly with eGPUs, or is it something else about the three new Macs announced today?

Consumers have long turned to these external graphics cards to give computers a dramatic boost in memory-intensive tasks. eGPUs allow laptops or underpowered desktops to punch out of their weight class. In particular, Apple’s past laptops were known for having substantial RAM and processing power but lacking in graphical processing power. Likewise, users have found that a past-generation Mac Mini with extra RAM and an eGPU can match a Mac Pro’s performance for a fraction of the price — that’s not currently possible with the just-announced Macs.

Today during the M1’s unveiling, the company’s spokespersons repeatedly praised the chip’s integrated GPU though failed to reveal detailed technical specifications. The version of the M1 announced today features 7 or 8 cores, and Apple says it’s capable of twice the GPU performance while using 33% of the power compared to a PC GPU when matching performance. If true — and we’ll see after benchmarking the chip — the M1 has serious GPU performance in a mobile chip, but it will not compare to a dedicated external graphics card, and that will leave some users feeling abandoned.

News: House Reps ask FCC to ‘stop work on all partisan, controversial items’ during transition

Two U.S. Representatives who oversee the FCC have asked the agency to respect the results of the election by abandoning any “partisan, controversial items under consideration.” This likely includes the FCC’s effort to reinterpret Section 230, an important protection for internet platforms, at the Trump administration’s request. In the letter sent to FCC Chairman Ajit

Two U.S. Representatives who oversee the FCC have asked the agency to respect the results of the election by abandoning any “partisan, controversial items under consideration.” This likely includes the FCC’s effort to reinterpret Section 230, an important protection for internet platforms, at the Trump administration’s request.

In the letter sent to FCC Chairman Ajit Pai today (a similar letter was sent to FTC Chairman Joseph Simons), Representatives Frank Pallone (D-NJ) writes:

With the results of the 2020 presidential election now apparent, leadership of the FCC will undoubtedly be changing. As a traditional part of the peaceful transfer of power — and as part of our oversight responsibilities — we strongly urge the agency to only pursue consensus and administrative matters for the remainder of your tenure.

And his colleague at the House Commerce Committee, Mike Doyle (D-PA) adds:

We note that that you have previously welcomed calls from congressional leaders for the FCC to “halt further action on controversial items during the transition period.” We hope you will respect this time-honored tradition now.

For a receipt, the letter references Pai’s own call for this exact thing to happen almost exactly four years ago, referring in his turn to the same practice occurring eight years prior under the previous chairman. “I hope Chairman Wheeler follows his [2008 Chairman Kevin Martin’s] example and honors the wishes of our congressional leaders, including by withdrawing the four major items on the November meeting agenda,” Pai wrote in 2016 (PDF).

The matters scheduled for consideration during the upcoming November FCC meeting are not particularly partisan, though they could be considered major — there is, for instance, a new rule being looked at that would simplify satellite licenses.

The letter, then, almost certainly refers to the “absurd” announcement that the agency would revisit Section 230 only weeks before an election and seemingly at the express request of Trump himself (the FCC is an independent agency and cannot be forced to consider any rule changes).

This is most certainly a partisan matter, as there are not only dueling bills attempting to reform the law, which limits the liability of internet platforms for the content posted on them, but Trump has loudly and publicly blamed Section 230 for what he perceives as censorship of certain viewpoints on those platforms.

Even if the FCC had dropped everything and started working full time on its proposed review of Section 230, it could not have even issued a draft of any new rules or changes before the election, making the announcement seem nakedly political: an embrace of the Executive’s displeasure with the way the FCC currently interprets the law. Even in the best case scenario and unanimous support it would be many months before such a rulemaking could be accomplished.

I’ve asked the Chairman’s office if he intends to do as the letter asks, and will update this post if I hear back. Of course, to do so would tacitly acknowledge the victory of President-Elect Joe Biden over Trump in last week’s election, which few Republican leaders in the government seem willing to do.

While Pai considers, his colleagues, Commissioners Jessica Rosenworcel and Brendan Starks, have issued statements that they are eager to comply with the request from Congress.

“Historically, the FCC has honored the transfer of power from one Administration to the next by pausing any controversial activity. I urge FCC Chairman Ajit Pai to follow this past practice in order to ensure an orderly transition of agency affairs,” said Rosenworcel in her statement.

“As two of my Republican colleagues observed in 2016, it is long-standing Commission practice that, upon a presidential transition, the agency suspends its consideration of any partisan, controversial items until the transition period is complete. Our congressional leaders have called for Chairman Pai to respect this precedent, and I expect that he will abide by their request,” said Starks.

If the FCC accedes to the request, this and other items will be held until the new administration announces its plan for the FCC. Traditionally the previous Chairman resigns when a new administration is incoming, as Tom Wheeler did in late 2016, and a new leader is announced and confirmed the next year.

News: Google adds COVID-related health and safety info to Google Travel

Google today announced it’s adding more COVID-related health and safety information to its Google Travel booking service. Starting this week, when users search for hotels and vacation rental properties through Google Travel, they may see new information about COVID-19 safety precautions at the property — like enhanced cleaning procedures that may be in use, for

Google today announced it’s adding more COVID-related health and safety information to its Google Travel booking service. Starting this week, when users search for hotels and vacation rental properties through Google Travel, they may see new information about COVID-19 safety precautions at the property — like enhanced cleaning procedures that may be in use, for example, or if there’s an option for a contact-free check-in, among other things.

The company said it’s working in partnership with hotel chains, vacation rental providers, and other industry associations to source this health and safety data.

Individual hotel owners will be able to directly provide Google with their COVID-19 health and safety procedures via a new tool in Google My Business that lets them add health and safety information to their Business Profile.

At launch, several leading hotel chains are also partnering with Google on the new effort, including Marriott, Hilton, Comfort Inn (Choice Hotels), Holiday Inn (IHG), Best Western, Hyatt, Radisson, and Four Seasons, the company tells TechCrunch.

Image Credits:

On the vacation rental side, Google is working with a range of partners, including large vacation rental providers, medium sized distributors, and online travel agents, who are able to provide this health and safety information directly.

VRBO is among those partners, but Google says it’s not working with individual property owners at this time. It’s also not sourcing any of this data from entries in Google My Business, as it is with hotels — only what’s directly shared by partners.

Currently, this new COVID-related health and safety information is only available when users search for accommodations on google.com/travel — and not on other Google services, like Google Maps.

This updates follows others Google made earlier this year in response to the coronavirus pandemic. Today, the company allows users to to find hotels and vacation rentals with refundable rates on Google Travel, as well as track hotel and flight availability in a given area.

In September, Google also added a COVID-19 layer to Google Maps, but this provides data about the number of cases per 100,000 across a given map area. Earlier, it had added COVID-19 checkpoints and other transit data to Maps, as well, as well as features to help businesses survive government shutdowns.

The health and safety information will roll out to Google Travel users worldwide.

 

News: IBM CEO Arvind Krishna wants to completely transform his organization

When IBM announced it was spinning out its infrastructure services business last month, it was surely a sign that the company was going all in on hybrid cloud. Today in an interview with Jon Fortt at the CNBC Evolve summit, IBM CEO Arvind Krishna made it clear that his whole focus is going to be

When IBM announced it was spinning out its infrastructure services business last month, it was surely a sign that the company was going all in on hybrid cloud. Today in an interview with Jon Fortt at the CNBC Evolve summit, IBM CEO Arvind Krishna made it clear that his whole focus is going to be on transforming his organization into a hybrid cloud management vendor moving forward.

That means that instead of trying to primarily sell its own infrastructure or software services — although it will continue to do that — it will concentrate on leveraging Red Hat, the company it bought for $34 billion in 2018, to help customers manage their hybrid environments regardless of location. That could be on prem or it could be with any of the public cloud providers or anything in between.

Krishna sees this acquisition as a key part of the transition strategy to capture what he estimates is a trillion dollar opportunity in the hybrid cloud management market, and he believes his company is well-positioned to grab a piece of that. “The Red Hat acquisition gave us the technology base on which to build a hybrid cloud technology platform based on open-source, and based on giving choice to our clients as they embark on this journey. With the success of that acquisition now giving us the fuel, we can then take the next step, and the larger step, of taking the managed infrastructure services out. So the rest of the company can be absolutely focused on hybrid cloud and artificial intelligence,” Krishna told CNBC.

While he recognizes that Microsoft and Amazon are powerful players in the public cloud, he doesn’t see them as competitors, so much as partners in this new approach. In fact, mixing in a broad variety of third party partners is a big part of this.

“I look at both Microsoft and Amazon as likely partners in this journey, not as being the one and two [in market share]. In the hybrid world the question is where does the client want to decide where the workload runs? They could run it on Amazon. They can run on Microsoft. They can run it on IBM or they can run it on premises,” he said.

He believes that Red Hat can be the glue to hold this environment together and let customers have a single way of managing this complexity. The key question for IBM is whether customers see IBM and by extension Red Hat, as the key vendor for this role.

He recognizes that this isn’t just about adding and subtracting technology pieces. When it comes to transforming the way you do business in this way, it requires a massive cultural shift, one we saw Satya Nadella pull off when he took over as CEO at Microsoft in 2014. Much like Nadella, Krishna was promoted from within. He understands how things operate and that he needs to change the way things have traditionally been done at Big Blue if he’s going to succeed.

“I’ve talked a lot internally about a growth mindset, and about being much more entrepreneurial. And we can be entrepreneurs, even within large companies. But it comes from having extreme focus. So when we provide the focus of being focused on hybrid cloud and artificial intelligence, which I believe are the two fundamental forces, then you say how do you unlock everybody being able to go after that,” he said.

That’s going to be the big key for him moving forward as transforming a company the size of IBM is going to be a tremendous challenge for him as a leader. As Fortt pointed out, IBM salespeople are used to focusing on IBM products. This approach means they have to look at the market much more broadly, and that requires a new mindset. It will be up to Krishna to lead the way and make sure that his employees are on the same page about this. The success of this approach depends on that.

News: Accelerators embrace change forced by pandemic

Accelerators have become a major force in the startup world, but these teeming masses of potential have been forced, like every other industry, to adopt major changes with the pandemic. Surprisingly, however, they have not just rolled with the punches but seem to be thriving in the new virtual environment. I spoke with the heads

Accelerators have become a major force in the startup world, but these teeming masses of potential have been forced, like every other industry, to adopt major changes with the pandemic. Surprisingly, however, they have not just rolled with the punches but seem to be thriving in the new virtual environment.

I spoke with the heads of three accelerators about the challenges and opportunities presented by the new restrictions. David Brown is the founder and CEO of the large international accelerator Techstars (though he will be stepping down in 2021). Cyril Ebersweiler is a venture partner at SOSV and founder of the HAX hardware accelerator. Daniela Fernandez founded the Sustainable Oceans Alliance and its comparatively new Ocean Solutions Accelerator.

TechCrunch: What were some of the immediate difficulties or opportunities you ran into when the pandemic hit?

Brown: I feel like a duck — above the surface everything is normal, below the surface the feet are paddling like crazy.

When the lockdown came in March, the move to virtual over like 24 hours was hard, but we’re lucky that we’re a global organization. We had a program in Italy so they had gone into lockdown earlier, and a program in Singapore before that, so we were able to be better prepared. And we’ve had a virtual program for four years.

Techstars

Image Credits: Techstars

Ebersweiler: Anything that’s physical, if it requires your eyes and for you to play with things, it got a lot harder. People prefer in general to have the physical experience. Now we do virtual tech shares where people get to show to everyone else and we comment on it. It actually works well. Pitch practices are fine to do online as well.

People are for some reason more participative and have more feedback than physically — it’s pretty strange.

People are for some reason more participative and have more feedback than physically — it’s pretty strange. Perhaps because you’re not facing the people and you don’t want to say some things in person.

Fernandez: Our content is very intense and in the past, it has been hard for founders to juggle being a full-time founder and participate in a rigorous program. The virtual nature of the program this year seems to have increased our overall engagement with founders. Cutting out the commute time in a busy city leaves founders with more time for workshops, mentor matchmaking, pitch practice and other important sessions. Everybody just has more flexibility and tranquility.

News: Apple’s new Mac lineup and chip work fail to excite investors

Worth $1,985 billion at the close of the show, Apple’s Mac event could not find that last $15 billion in market cap that it needed to crest the $2,000 billion mark, a market cap value more commonly referred to as $2 trillion. Your watchful friends at TechCrunch not only kept tabs on Apple’s new M1

Worth $1,985 billion at the close of the show, Apple’s Mac event could not find that last $15 billion in market cap that it needed to crest the $2,000 billion mark, a market cap value more commonly referred to as $2 trillion.

Your watchful friends at TechCrunch not only kept tabs on Apple’s new M1 processor — more on that shortly — and the company’s refreshed line of laptops, but also its value, as the company spoke. Our question, each time Apple demands the world’s attention, is: Will what the company announces change how the market sees the company and, thus, how it is valued?

The answer is nearly always no. This has become perhaps more true as the company’s pace of new product line additions has slowed, and it has instead built increasingly large and expensive iPhones; it’s easier to model the latter than the former, so most product news feels baked into Apple’s value by the time we get around to actual demos.

Today was no exception, though I was curious going in. What if Apple announced lots of new computers running its own chips, as expected? Would the possibility of better gross margins on a chunk of its hardware revenues juice investor demand and its worth?

As it turns out, the answer was no.

The Apple event began at 10 am Pacific time, or 1 pm in the above chart.

Apple’s value gyrated during the performance, initially rising some heading toward the new Macbook Air demo. Then its shares dropped, and the new Mac Mini could not stall the decline. The new Macbook Pro also appeared to have limited impact. By the time Apple CEO Tim Cook came back to the stage, the company was back in black on the day, which you can read any way you’d like.

Regardless of what you think about the M1 chip, Apple’s future as a bigger chip company, and the new computers from Cupertino, investors were unsurprised by the new product line — at best.

Which is more than we could say about Intel, which had a somewhat shit day starting just about when Apple rolled out its M1 tech:

Perhaps all the Apple investors who knew about the M1 news could have told the Intel investors to expect it. That would have saved Intel a bit of face.

Regardless, Apple’s holiday line appears to be established. Let’s see how it performs as global lockdowns once again become the norm. Perhaps it can reverse its recent revenue stagnation.

 

 

News: 5 VCs discuss the future of SaaS and software after Pfizer’s vaccine breakthrough

Monday’s news that a COVID-19 vaccine candidate looks to be incredibly effective gave investors reasons to believe in a better future. Perhaps COVID-19 won’t be with us for years, investors appeared to think, but will instead become something that we can bend the curve on sooner than we thought. A strong vaccine would be key

Monday’s news that a COVID-19 vaccine candidate looks to be incredibly effective gave investors reasons to believe in a better future. Perhaps COVID-19 won’t be with us for years, investors appeared to think, but will instead become something that we can bend the curve on sooner than we thought.

A strong vaccine would be key towards moving back to life as it was. And for many companies battered by the pandemic, news that one was coming was more than a shot in the arm — it was stock market salvation. Airline shares soared. Cruise companies jumped. Even long-suffering Boeing shares took flight.


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But amidst the cheering, one sector of the stock market, a key comp for a host of startups, took hits. Yes, the high-flying SaaS and cloud stocks that have been such a key narrative in 2020 thanks to the pandemic and low interest rates, fell sharply while other sectors rallied off the vaccine tidings.

SaaS and cloud stocks are off more this morning, though their declines are shallower than Monday’s losses.

We asked yesterday what signal public investors were trying to send with their trades. But that’s just one angle of the picture. So, to better understand how private investors are viewing the same signals, I reached out to a few VCs who invest in SaaS and, in my experience, are worth listening to.

Below I’ve compiled notes from Bessemer’s Mary D’Onofrio, Work Life Ventures’ Brianne Kimmel, Day One Ventures’ Masha Drokova, Floodgate’s Iris Choi and Shasta’s Jacob Mullins on our question.

Are the bulls still bullish? Let’s find out.

SaaS, vaccines and the future of work

D’Onofrio wrote that her firm was still digesting the vaccine news and that it was “too early to say decisively whether or not people will be back to a pre-COVID life in the next few quarters.” That’s fair. Some good vaccine news does not mean that I’ll be back to speed-running United Economy Plus across the country every two weeks come April.

That said, D’Onofrio doesn’t appear too worried about the early-week selloff, noting that SaaS and cloud stocks — as measured via her firm’s cloud index — are still far ahead of other, broader indices this year. Why does that matter? “Stocks are forward-looking,” she said, which tells her “that even with more visibility into returning to ‘normal,’ the market anticipates that cloud companies will still be able to capitalize on the [market expansion] and growth opportunities that COVID helped to propel.”

“The pie,” she concluded, “has expanded.” That’s bullish and fair, I reckon.

News: Here’s everything Apple announced at the “One More Thing” event today

Ready for more Apple news? Because it’s time for more Apple news. This morning the company hosted its third event in as many months, where they finally detailed how and why they’ll be shifting Macs to chips designed and built by Apple and showed off the first Macs that’ll make the jump. New MacBook Air,

Ready for more Apple news? Because it’s time for more Apple news.

This morning the company hosted its third event in as many months, where they finally detailed how and why they’ll be shifting Macs to chips designed and built by Apple and showed off the first Macs that’ll make the jump. New MacBook Air, MacBook Pro, and Mac Mini!

Didn’t have time to catch it live? We get it. We’ve wrapped up everything announced this morning into one quick digest — find it below, and click through the links for more details on any topic that catches your eye.

Apple Silicon for Macs

Image Credits: Apple

Apple has been building its own chips for its iPads, iPhones, and Apple Watches for years. Now they’ll be doing the same for Macs, promising better performance with greater power efficiency.

Apple calls its first Mac chip the “M1”. Some of the specs they shared:

  • 8-core CPU (4 high performance, 4 high efficiency)
  • Up to 8-core GPU
  • 16 billion transistors
  • Apple’s Secure Enclave system built in
  • Thunderbolt/USB 4 support

iOS Apps on Mac

As Apple touched upon back in June at WWDC, iOS apps will now be able to run on the Mac. Apple showed the HBO Max and Among Us iOS apps running in macOS as examples.

New MacBook Air

The first M1-powered Mac Apple announced was the new, fanless (!) MacBook Air.

Apple says the new MacBook Air is up to 3.5x faster than the previous generation and, thanks to the absence of any fans, runs fully silent. They’re promising up to 15 hours of battery life while browsing the web, or 18 hours while watching video. It’s got a 13.3″ display, SSD support up to 2TB, Touch ID, Thunderbolt/USB 4, WiFi 6. It’ll start at $999, or $899 for education customers.

New Mac Mini

The Mac Mini is also getting overhauled for the M1, and its base price is dropping $100 down to $699. It’ll support up to 2TB SSD and up to 16GB of memory. Port-wise, it’s got two USB-A ports, two USB-C ports (with Thunderbolt/USB 4 support), a 3.5mm headphone jack, HDMI 2.0, and gigabit ethernet.

New MacBook Pro

Next up: the MacBook Pro. Apple says the M1 chip bumps the MacBook Pro’s battery life up to 17 hours while browsing the web, or 20 hours of video playback. Like the Air, it’s got a 13.3″ display, and support SSDs up to 2TB and up to 16GB of memory. Its got TouchID, WiFi 6, support for Thunderbolt/USB4, and, perhaps to the disappointment of some, a TouchBar. It’ll start at $1299, or $1199 for education users.

Big Sur Coming Soon

The next major update to macOS — version 11.0, otherwise known as Big Sur — was first announced back in June at WWDC. Apple now says that it’ll ship this Thursday, November 12th.

News: iOS apps can run on Apple’s new Apple Silicon Macs

Apple detailed today how its new Apple Silicon Macs would be capable of running a wider range of apps than before, even in the case where an iOS developer hasn’t released a Mac -compatible version of their mobile experience. The company said macOS Big Sur on its new Macs would support universal apps — which

Apple detailed today how its new Apple Silicon Macs would be capable of running a wider range of apps than before, even in the case where an iOS developer hasn’t released a Mac -compatible version of their mobile experience. The company said macOS Big Sur on its new Macs would support universal apps — which include the native binary version built for the Apple Silicon and the one for Intel Macs — as well as other apps that hadn’t yet upgraded to universal.

That means the new Macs can, for the first time ever, run users’ iPhone and iPad apps, Apple said. This change will expand the selection of apps available for Mac devices.

Apple explained how this this is all possible during its event. It said a new technology called Rosetta 2 would help M1 — the first member of the company’s Apple Silicon family — to run apps built for Intel-based Macs. Apple even noted that some graphically-demanding apps would run better using Rosetta 2 than they did on Intel.

Also during its event today, Apple showed off iPhone and iPad apps like HBO Max and Among Us running on its new Silicon Macs.

Image Credits: Apple

In a video clip, Apple showed other developers discussing their plans to support the new Macs with their apps — including Panic, Cinema 4D, Baldur’s Gate 3, Hopscotch, mmhmm, Shapr3D, and others.

However, as a report from 9to5Mac pointed out earlier, Apple appeared to be allowing developers to opt out of its new unified app store. Among the developers it found who were not offering their apps on the new Mac App Store for Apple Silicon Macs, were Google (Gmail, Drive, Maps), Facebook (Facebook, Instagram, Messenger, WhatsApp), Amazon (Prime Video), Snapchat, and Disney+.

But these opt-outs may be a temporary measure.

Apple additionally talked about universal apps — meaning those built for both Apple Silicon and Intel processors — in more detail. Among the first to launch universal apps are companies like Omni Group and Adobe. In Adobe’s case, it will offer a universal version of Lightroom next month, and Photoshop early next year.

Universal apps can be downloaded both from the App Store and the web, Apple noted.

Of course, Apple has optimized all its apps for M1, as well, including every app that comes with macOS, to all the other apps it publishes like Pages, Numbers, Keynote, GarageBand, iMovie, LogicPro, and Final Cut Pro.

News: Apple brings back its ‘I’m a PC’ spokesman for ARM-based Mac launch event

Apple brought back actor John Hodgman for a brief cameo in today’s ARM-based Mac launch event, reprising his role as the dorky “I’m a PC” character, now tasked with poking fun at Intel-based PCs in the face of an Apple silicon future for the company. The short slot aired following the end of Tuesday’s “One

Apple brought back actor John Hodgman for a brief cameo in today’s ARM-based Mac launch event, reprising his role as the dorky “I’m a PC” character, now tasked with poking fun at Intel-based PCs in the face of an Apple silicon future for the company.

The short slot aired following the end of Tuesday’s “One More Thing” event where they showed off their new M1 chip and new designs for their upcoming MacBook Air, MacBook Pro and Mac Mini. Hodgman’s character appeared in a white room amid the vintage ad campaign’s signature tune, while touching on some of the new machines’ advances in power management.

There was notably no cameo from Justin Long and it’s unclear whether Hodgman’s appearance will only grace today’s event or whether Apple has plans for a throwback ad campaign. Nevertheless, it was a fun nod to a popular campaign from Apple.

You can catch the appearance below at the 47:39 mark.

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