Walmart consumer-izing health care

Walmart moving quickly to consumer-ize health care

Walmart is in the process of opening walk-in clinics in many of its stores in major cities. Along with clinics in big box locations, the company has launched a website called Walmarthealth.com. On the website, the company publishes the prices for certain types of visits, enabling consumers to book an appointment and understand what they will pay.  Managed Healthcare Executive

dis-rup-shun: Walmart’s move will have several significant impacts on the care industry. First, it will demystify care pricing. The price one pays remains largely shrouded in mystery today. Eliminating surprises will make Walmart clinics far more favorable than the doctor’s office, and the fact that you can buy medications and the week’s groceries in one trip is even better. Secondly, it will cause the majority of walk-in clinics, and eventually doctors’ offices, to offer online appointment setting and menu-like pricing. Thirdly, in blurring the lines between physician offices and supermarkets, more general practitioners will move their practices to the big box stores and clinics, as they must compete with convenience.

Freight hauling may be the future of Uber

Uber, the company that will likely not be profitable for years to come, may have found the right industry to which it may apply its technology. The trucking industry, a $796 billion industry, provides far more volume than the $36 billion ride sharing industry. By using Uber’s app to contract directly with shippers, truckers can eliminate the commission paid to freight brokers. CNBC

dis-rup-shun: Uber needs a do-over, as the company that invented app-based ride sharing has pushed prices so low, and paid so much to expand globally, that it is not likely to find a profit in its current model. By focusing on the trucking industry, the company can adopt the existing profitable pricing structure, can scale far larger than in the ride sharing business, and can potentially find ways to profit. Making markets more efficient is good for everyone, unless you are freight broker.

Despite Uber and Lyft, 2019 tech IPOs beat the S&P

Uber and Lyft made news by being the largest losers, in pure dollars, of any public offering. Thanks to blockbuster performance from Beyond Meat, Zoom, CrowdStrike and several other winners, the tech offerings, in a theoretical new offering fund, beat the S&P 500. The IPO fund would have gained 67% compared to the S&P at 20%.

CNBC

dis-rup-shun: A stock investor today has half as many choices than 20 years ago, as private capital has soaked up many investments. Pent up demand for new offerings provides a strong market for new companies. The market has rightly recognized high quality offerings such as Slack and Zoom, and punished low performers such as Uber and Lyft. Beyond Meat’s insane 524% gain defies reason, but provides lottery-like results that keeps people interested in public markets.

Chinese firms corner lithium battery recycling market

69% of all available stock for recycled lithium ion batteries are held in China by firms collecting and recycling battery components. Greentech Media

dis-rup-shun: As Chinese mega-recycling firms amass large stores of materials required for batteries, such as cobalt, they may influence world prices. As the demand for lithium ion batteries increases with more consumer electronics and electric vehicles, recycling firms will bid up the prices for used gear, making it more attractive to properly dispose of old cameras and phones.

Spotify enforcement spoiling family sharing

Spotify enforcers are out to limit family plans to single household

Spotify appears ready to enforce its family plan agreement terms requiring that all family plan users reside in the same household. The company is asking users to confirm their addresses. Apparently the company plans to increase its revenues from its existing customer base by eliminating sharing across households. TheVerge

dis-rup-shun: If the Spotify police are successful at extracting more revenue from existing customers, Netflix, Amazon and streaming services could follow, but for the fact that we are in the early days of a years-long streaming video service subscriber war. Less successful streaming music services such as Amazon Music can leverage Spotify’s policy to entice youth and college students with no income to try alternative services with various new benefits and cast Spotify as the stuffy service for parents and older people. Be careful, Spotify, consumer sentiment can change in a heartbeat.

Alexa turns to humans to get smarter

Amazon will turn to humans to give them the opportunity to answer questions that Alexa cannot. Using a wiki-like crowd sourcing model, people will receive points for answering questions which will then be audited by algorithms and some human fact checkers for authenticity and accuracy.  CNBC

dis-rup-shun: Amazon’s Alexa technology enjoys nearly double the market share of Google’s, according to Canalys. If you have used Alexa, you know that despite an amazing number of skills and integrations with other devices, Alexa frequently does not have the answer to even basic questions. Google Assistant, on the other hand, has Google’s search engine and almost always has answers. If only Alexa would use Google to search for answers. Amazon would be well-served to outsource Alexa’s search functions to a third party such as Bing that may be perceived as less of a competitor, then perhaps regulators would perceive Big Tech to be encouraging competition.

Is Nintendo Switch a serious fitness contender?

Nintendo’s RingFit game for Switch comes with an exercise ring and a leg strap. To win the game, the player must perform a series of fitness challenges to defeat enemies and slay an evil body building dragon. The game debuts October 18th. TechCrunch

dis-rup-shun: On the heels of Peloton and the rise of connected fitness machines, Nintendo provides the un-machine for connected fitness. For a fraction of the cost of connected bikes and treadmills, game lovers can immerse themselves in fantasy and get fit. If Nintendo can support this fitness game with diet plans, workout clothes, online communities, and even healthy snacks, it can build yet another Pokemon Go-like franchise around the title and contribute to the health and well-being of its customers.

Amazon’s hardware event follows Apple’s

Amazon continues to grow its arsenal of devices, building a larger product line on top of Alexa. And just like Apple, the company has its big reveal party of new products in September. Expected this year are more Alexa powered devices, including a wall clock. CNBC

dis-rup-shun: In a few short years, Amazon’s Alexa business has become an important engine of the company, beating even mighty Apple to the dominant position of voice standard in the home. Understanding the business model of Alexa is more difficult. Consumers are not purchasing products via voice, and search via Alexa is a poor experience. The business of data mining — knowing what songs people like, how often they are home, and what recipes they are preparing — is of incalculable value to Amazon. As Amazon competes for advertising and shopping revenues, Alexa provides a constant stream of consumer information from thousands of devices that are “listening.”

Automated pill dispensing and the future of remote care

Pria pill dispenser and communications station from Black & Decker

The familiar trusted household appliance brand has launched Pria, a tabletop medication manager and communications station that is part Echo Show, and part automated pill dispenser. Loaded with daily medications in a cartridge, the device reminds people that it is time to take a medication, and communicates with care givers through apps — notifying others if grandmother has not checked in, has not taken medicines, or has indicated that she does not feel well. Okpria.com

dis-rup-shun: Leveraging technology to increase care is a giant business that has really not yet begun. The economic pressures to provide more care for less, especially remotely, are enormous. Even CMS, the body governing medicare reimbursements, is warming up to paying for remote care. Connected health is a technology market opportunity that is, well, “huge.”

France says no way to Facebook’s Libra currency

Facebook continues to face opposition in Europe, with France taking the lead at pushing back on U.S. Big Tech. Facebook’s Libra private currency, an association of many companies,  plans to be based in Switzerland. France’s finance minister, with the support of the president of the European Central Bank, said Libra will not be developed on European soil. CNBC

dis-rup-shun: Libra is ambitious, and the implications of an alternative currency supported by giants such as Facebook, Pay Pal, Visa and Mastercard is intimidating to central banks of any country, especially while those countries are simultaneously struggling to find the right level of regulation for Big Tech. Expect Big Tech to be locked, continuously, into complicated political wrangling with world government regulators from here on.

iPhone 11 camera features are giant leap, says analyst

This week’s Apple product announcement had no surprises, and most have lamented the lack of earth shaking news. Analyst Shelly Palmer broke from the pack by stating that Apple’s computational imaging — using software to coordinate images taken simultaneously through different lenses — will forever change journalism. iPhone 11’s lenses can record both audience and performer at the same time, and enable users to edit multiple images at once, turning amateurs into multi-channel video editors.

dis-rup-shun: The still image photography from the Samsung Galaxy S10 is shockingly great. With innovation by Apple and Samsung in smartphone cameras outpacing that of Canon and Nikon, we can expect more professionals to use smart phones for their trade and the prosumer category will continue to crowd out the professional photography segment. Camera lens improvements will be only incremental, so big innovation in photography will be from controlling multiple lenses with software. It is a tough time to be in the digital SLR camera business. Canon’s profits were down 64% last quarter.

Shelf scanning robots help brick and mortar retailers close data gap

Online retailers enjoy instantaneous data on when and how people shop. Brick and mortar retailers have to follow customers or record movements in stores to gain granular shopping behavior data. New robots that roam aisles, or drones that fly about shelves and use machine vision and RF scanning can close the gap and provide data that store clerks cannot. Bossanova, a maker of stock scanning robots has raised $100 million. Simbe Robotics has raised $26 million.

dis-rup-shun: Robots roaming the aisles in supermarkets, particularly during rush hour, will be annoying. Maybe the robots will also give free samples to increase their popularity among shoppers. The reward to consumers, however, will be to less frequently find an item out of stock, or to have similar items grouped together, once retailers get deeper insight on shopping patterns, resulting in higher revenue per cart or higher revenue per shopping minute. ZDNet

McDonald’s use of AI could save $18 billion

McDonald’s invests in AI for voice recognition

The fast food company announced its acquisition of Apprente, a company specializing in voice recognition for fast food ordering. The terms were not disclosed, but the acquisition follows McDonald’s purchase of Dynamic Yield, a big data analytics company it acquired for $300 million.

dis-rup-shun: Quick math says that elimination of 1 to 3 hourly employees and a reduction in human “translation” errors that seem to occur when we say our orders to McDonald’s cashiers could save $50 to $75 per hour, times 18 hours times 365 days is $492 thousand per store per year. With 37,855 worldwide restaurants… the potential value of this technology is about $18.6 billion per year. Seems like a good investment.

Apple’s announcements

Yesterday’s Apple announcement went as expected and can be summarized as follows:

  • iPhones: 2 new iPhone 11 Pro and Pro Max are over $1000 and have enhanced cameras and displays. The iPhone 11 is a less expensive ($699) offering.
  • Apple TV Plus, the streaming service, is $2 less per month than Disney + and is included for free for a year when you purchase an Apple device.
  • iPads — bigger screen, and better processor.
  • Apple Watch Series 5 has some fancier bezels and always on display.

The Verge

dis-rup-shun:  Is that it? This seems like the most un-amazing Apple new product release ever. The camera features on the 11 Pro are remarkable, and the days of ever wanting a separate digital camera are all but dead, but the lack of a really exciting new product, or really unique features, is concerning. It is time for Apple to think different.

Apple TV Plus undercuts Disney+ which undercut Netflix

Apple today announced that its streaming video service, Apple TV Plus, will be priced at $4.99 per month, $2 less then Disney + at $6.99. Disney + combines three networks at HD, which provides far more than Netflix at $12.99 per month.  CNBC

dis-rup-shun:  It will be a rough fall season for AT&T. Not only did the company pay $85 billion for Time Warner to launch, among other things, a video streaming service to compete with Netflix and Disney, it is now under pressure by activist investor Elliot Fund, that believes the company grossly overpaid for Time Warner. It is also not a good time to be Netflix, a company that said profits will be deferred while it invests in original content. This was before Disney and now Apple declared a video streaming price war. Expect investors to be wary of Netflix as it is the only big streamer with only one line of business.

Vehicle brands less important in Cars-as-a-Service economy

IBM CEO Ginni Rometty tells CNBC that the riding experience, rather than the car brand, is most important to consumers in the world of autonomous cars and ride sharing.

dis-rup-shun:  As the transportation experience moves from one of ownership to one of services, and consumers’ investments in the experience shift from significant to minor, it stands to reason that auto brand will take a back seat to other service attributes such as locating the car, setting the preferences, providing the appropriate class of service for the occasion and enabling in-car communications. Expect BMW’s future tag line, “The Ultimate Riding Experience.”

Government versus Big Tech escalates

New page in government versus Big Tech : State AGs

Attorneys General from 48 states are collaborating in an effort to investigate Google to determine if the company is unfairly dominating the search market. Eight states plus D.C. are pursuing a similar investigation of Facebook. The collective action is separate, and in addition to investigations underway by the FTC and DOJ. Wired

dis-rup-shun: The line to extract a fine from Big Tech is getting long, and tech firms will definitely have to make some concessions and pay some large fees. Market domination is the dream of most every boardroom, but governments have succeeded at keeping the playing field at least open to innovators, who continue to refresh our economies. The pace of innovation among Big Tech ensures that new offerings will continue to find new profits, making up for any concessions won by state and Federal legislators.

How to plan a city with autonomous vehicles

The National Association of City Planning Officials is struggling to determine how to invest in the city of the future. Should parking lots and roadways be reduced to account for lower car ownership, shared rides, scooters and self-driving cars that will rarely park, or is the arrival of autonomous vehicles over-hyped? The association is recommending a network of variable pay per use roadways, based on time of day, as has been implemented in downtown London. Wired

dis-rup-shun: The aggressive pursuit of delivery drones by Amazon and others suggests crowded sidewalks or “drone allies” and the success of scooters and bikes calls for a permanent accommodation to make everyone safer. The auto industry fully expects continuing large shifts in transportation and ownership habits and cities should too. Developing pedestrian zones where use of autos requires an additional fee are highly feasible, given electronic, map-based payment and toll systems. Expect city centers to become far more user friendly and pleasant as they move to encourage ride sharing and less parking.

Really smart video camera keeps your data at home

ShimShine, a smart home camera startup in Shenzhen, China has raised $8 million in funding to build cameras with more intelligence built in the camera, relying less on the cloud and more on the device itself. The benefits include faster processing and less personal data being transferred across public networks. TechCrunch

dis-rup-shun: Two trends occurring in the smart home space are to make devices far more intelligent so that your habits and preferences are already known by your smart home. Thus, your home acts without your having to manage it, unlocking doors and changing lighting and temperature when you normally come home. One way to do this, the second trend, is to pack more intelligence into the device itself, relying less on the cloud to perform the magic. This second trend, however, will be challenged by faster, less expensive cloud services and 5G networks that make wireless data transmission lightning fast. The resulting combination is a future in which devices themselves will be packed with intelligence and will be connected to very fast wireless networks, meaning the home will have an enormous amount of compute power, capable of accurate facial recognition, video analytics and high level security. Smart home compute capacity will exceed the power of home applications for several years to come.

Time again for a Nokia flip phone? 

Nokia is staging an interesting comeback, offering a flip phone that, like its predecessor, connects a caller when opened and hangs up by closing. The top part of the clam shell features a screen where popular apps are displayed. The phone goes on sale in Europe later this month at a price of $98.

CNBC: Nokia 2720 Flip 190903

CNBC

dis-rup-shun: The new price points for mainstream iPhones and Samsung Galaxies are impacting sales by stretching the time people keep their phones, and by creating strong demand for mid-priced and low-priced phones. While Apple is releasing a lower priced iPhone, the gap for $100 to $600 phones is wider than ever, with a number of Chinese smartphone makers ready to fill it. Novel offerings from Nokia that include some nostalgia will be popular among the crowd that is more excited about saving than about showing off. Expect to see many new mid to low priced phones that have interesting personalities.

Android wins GM’s dashboards

Google’s Android is chosen for future GM dashboards

Google won an important battle to control in-car infotainment systems, when GM decided that Android will power its models starting in 2022. Android in car will mean seamless access to Google Maps and Google Assistant, beating Amazon’s Echo Auto out of that spot. GM will continue to offer Apple Car Play in models, accommodating both iOS and Android users behind the wheel. Wired

dis-rup-shun: Combining auto-makers’ in-car systems with smartphone interfaces makes for an awkward match up, especially if you frequently rent cars and try to learn every brand’s unique approach to important navigation, communications and music controls. Leveraging the ever improving smartphone interface is the preferred path, and making the car an extension of the smartphone (which needs to disappear while we drive) is the best, and safest, consumer experience. Expect the role of mobile operating systems to expand deeper into home controls, including music players, TVs, and kitchen appliances.

Must haves: a phone charger built into your walls

Debuting at the CEDIA Expo event is 4AMPS 4A-WCC2 charger with integrated cord . This is a DIY faceplate that anyone who has the courage to remove an electrical outlet face plate can slide into the exposed socket to retro-fit an existing socket. The result is an in-wall socket with added 3 foot retractable charging cord for charging both an Apple device (Lightning connector) and USB-C. The product sells for $35. CEPro

dis-rup-shun: Admit it — you have hid your charging cord from your roommates, your kids or your spouse, as it seems someone in the house always seems to be missing theirs and borrows yours. A built-in retractable cord that disappears when not in use is genius, and placed in a few strategic locations will improve the lives of more than a few people. Expect this kind of offering to be standard in homes and high-end hotels, alike.

Groupon’s offers on medical treatments a shock to doctors

ArsTechnica reports that doctors are aghast to learn that patients are using Groupon specials to shop for medical treatments such as mammograms, eye care and dental work.

dis-rup-shun: Memo to doctors: your services are becoming another consumer service that will be discounted, promoted and hawked, like carpet cleaning and brake inspections. The Internet has been slow to disrupt healthcare and bring the same conveniences and transparency that it has for travel, for book buying, and for restaurant reservations. But the open market, courtesy of the Internet and fueled by partnerships with consumer companies like CVS and Aetna and the entry of Amazon, has arrived. This will be great for consumers and insurers, but disruptive to doctors whose incomes will now be set by the market, not by the AMA.

Is $170M penalty a slap on Google’s wrist or historical?

Google agreed to pay fine of $170M to the FTC and the State of New York for violating COPPA rules designed to protect the identity of children. Google was targeting specific ads to children under 13, in violation of COPPA. The fine is the largest ever for violation of the privacy act, but has been criticized as “paltry” in relation to Google’s $137 billion in 2018 revenues. The company did agree, however, to use Artificial Intelligence to identify and protect children’s content going forward. CNN

dis-rup-shun: This penalty and controversy sounds very similar to Facebook’s $5 billion penalty in July for revealing personal information – also decried as being too lenient on a multi-billion dollar company. Here are the currents swirling around regulation of Big Tech firms: 1) Many government and business leaders are claiming that Big Tech is too powerful and anti-competitive and that their astronomical lobbying expenditures are buying leniency from the Feds. A series of investigations into Facebook, Google, Amazon and Apple are queued up for the remainder of this year, and the recent settlements set the tone for size of the penalties.  2) Apple has initiated a “good guy” campaign, building privacy protection features into its products at the public relations expense of Facebook and Google – increasing pressure on the industry to raise the privacy bar. 3) Google researchers have discovered a “zero day” hack of thousands of iPhones, creating a public relations embarrassment for the good guys at Apple. 4) Penalties levied against Facebook and Google are small relative to revenues, but some of the largest of their kind, leading one to believe that the Feds are firing a warning shot to test the pain points of both Big Tech and the public. Expect to see a series of relatively low penalties levied against Facebook, Google, Amazon, Apple and others in the next half dozen months.

Cheaper iPhone coming

Future iPhone is smaller, cheaper

Apple is rumored to be prepping an updated version of its iPhone SE, to be smaller (4.7 inch) and cheaper. The company will use many of its newest components in the smaller phone, giving users the latest hardware at lower prices. Business Insider

dis-rup-shun: Apple is smart to not cede the lower end of the smartphone market to upstarts such as Xiaomi, Huawei, and Samsung. As mass markets demand less expensive handsets, and large manufacturers oblige, Apple could lose the platform that runs its new services, including a credit card, streaming video, music and news. Apple sees the hardware writing on the wall — hardware inevitably becomes a commodity while services generate profits — and will not be left behind.

AT&T streaming service confuses even AT&T

AT&T, preparing to do battle with Netflix and Disney+, is creating confusion with its naming schemes. The service formerly known as DirecTV Now will now be called AT&T TV Now. The new service, called AT&T TV, essentially mimics cable, with a two year contract and escalating prices. Both are, oddly, offered through a common AT&T app. AT&T product managers have become confused and used the wrong name in advertisements. Ars Technica

dis-rup-shun: As discussed previously, a streaming TV bloodbath is on the horizon and Disney is in a strong position to lead with aggressive pricing and a rich catalog of original content, including sports from ESPN. Amazon and Netflix are strong incumbents, but since Amazon Prime video is a fringe benefit of Prime shopping and shipping, competition won’t impact Prime Video. AT&T is not doing itself any favors with its confusing marketing. 800 pound gorillas often trip on their own feet, and AT&T may be suffering from too many product managers.

Tesla killer — the Porsche Taycan Turbo is coming

Porsche has raised the bar in electric performance cars, with its Taycan Turbo and Taycan Turbo S sports sedans that can accelerate from 0 to 60 in less then 3 seconds. The cars will sell for $153,510 and $187,610, respectively. Both feature a 93 kilowatt battery, compared to 60 to 73 kilowatts in Tesla models. Business Insider

dis-rup-shun: What we first learned from Tesla is that the electric cars were instant hits because they were novel and luxurious. Luxury buyers traded their Jaguars and Land Rovers to be the first in their cities with Teslas. Now that the novelty of Tesla is long gone, Porsche stands to redefine the high end auto market as high performance, eco-conscious. Expect a sharp rise over the next five years in the percentage of luxury cars that are electric.

Vivint and Control4 integrate

Control4 has long been a leader in affordable but sophisticated home automation, and has been the go-to system for those unwilling to pay for Crestron or AMX. Vivint has long been a technology leader in mass market home security systems. The two have launched an integration partnership whereby Control4 can control Vivint security systems, and Vivint sensors can provide data to initiate events in the Control4 system. CEPro

dis-rup-shun: It is good to see vendors get along and complement one another. It is good for the industry, and good for consumers. This cooperation underscores the rising demand for home automation for mass markets. Consumers want more than simple home security features, and a truly smart home will take any large number of actions based upon its interpretation of input collected from any sensor throughout the home, including changing temperature, lighting, or sending specific alerts.

Google Nest called IoT liar

Bald faced IoT liar: more ire at Google Nest

“But that Google can suddenly decide to sunset a cloud API that hundreds of IoT devices have been talking to for less than five years is a bit disturbing. It means that the idea of mixing and matching products for home automation — the very premise of what IoT and the smart home was supposed to be — is a farce. It is a bald-faced lie, and Google’s pants are on fire…I’m not expecting Amazon to throw all their customers under the bus like Google just did.” Rants ZDNet’s Jason Perlow.

dis-rup-shun: Jason puts it well. The smart home industry has declared, for over 15 years now, that the key to successful mass adoption of smart home technologies is to adhere to at least a few standards since a single vendor smart home is just not going to happen. Google took its eye off the ball while Amazon ran away with the smart speaker market, and now the company is using Nest’s past successes to try to force consumers the way of Google Nest Assistant and the result is… Amazon wins. Google has lost the trust of its consumers and that will hobble its smart home efforts for the foreseeable future.

Asus provides a 14 day smart watch

Asus has released a new smart watch, complete with ECG and PPG sensors (two alternative methods of measuring heart rate). The VivoWatch SP beats its rivals in endurance, but does so with lower display resolution. For those seeking a health tracker that is water resistant, is serious about measuring heart rates, and can function between charges longer than any of its rivals, it is one to consider. TechCrunch

dis-rup-shun: As the wearables market gets more mature, users have to determine what features are most important. For a watch that does everything, Apple again leads. For a device that is optimized for heart health, or running, or swimming, specialty devices exist for each. How do you compete with Apple in an emerging category? Develop a specialist product and not a do-everything product.

Acer Thronos is a $14,000 gaming chair

The Thronos is Acer’s second gaming chair. This steel cage surrounding a chair supports 3 monitors, a gaming PC, cup holder and includes a massage function. TechCrunch

dis-rup-shun: E-sports are taking gaming to new levels, and Acer has recognized that there is a population segment that takes gaming as seriously as the golfer who spends thousands on custom clubs, the avid outdoors man with collector guns, and the musician that collects rare guitars.

Light 2 is the un-smartphone smartphone

The $350 Light Phone 2 is a smartphone designed to be unattached to mobile apps. The device can surf the Internet, can place phone calls, but is designed to not run apps — giving users only the most basic connections. Gizmodo

dis-rup-shun: There are people who want to be attached to the Internet and cellular networks, but want to be mostly anonymous and unattached to apps, mostly social networks. While this niche market may seem too small to address, think about health food stores thirty years ago, or yoga forty years ago. Segments of the population have always longed for simplicity and an absence of commercialism, and now they have a phone.

AirPods in the subway create danger

AirPods causing dangerous rescue conditions in NYC subway

Many people in NYC have chosen inopportune moments to adjust AirPods — just as they are stepping on or off the subway. The uptick in lost AirPods create danger or at least a hazard, both for MTA employees who have devised devices to rescue the ear buds off the tracks, as well as a few individuals who have dared their own rescues. Wired

dis-rup-shun: Technology continues to create cultural crises — and high value products like AirPods lead people to take risks. Such crises are the birthplace of innovation, as subway operators may launch new rescue services, for a fee, or insurance companies may offer ear bud insurance, or hardware stores may create an AirPod extractor tool. Innovation follows innovation, and new opportunities are born.

Samsung readies a less expensive foldable phone

Following the troubled release of the Samsung Galaxy Fold, which will be released in September after a false start, Samsung is said to be releasing a smaller, less expensive foldable phone. CNBC

dis-rup-shun: Who doesn’t think a foldable phone and being one of the first to own one, wouldn’t be cool? The new Samsung is expected to have a 6.8 inch display. Having a wider screen, optimized for videos or for viewing multiple apps at once, will be a big hit if Samsung can get the price down. Expect to have one of these on your holiday list this time next year.

The business of Satellite traffic jams and celestial rights of way

The first of many near mishaps between satellites occurred this weekend. Fortunately, these devices are able to detect oncoming objects and change their orbit. As SpaceX creates a constellation of hundreds of satellites that will provide broadband service across the Earth, the likelihood of collisions is rising. This weekend’s near miss was between SpaceX’s Starlink and a European weather research satellite. TechCrunch

dis-rup-shun: While the technology of space exploration and exploitation are fascinating, the politics and rule setting for governing space will be even more fascinating. Is all of space considered “international water?” Will a company like SpaceX that is taking up more than its fair share of outer space be paying rent to nations? Will we see an international enforcement body that will ensure that everyone plays by the rules? Expect the formation of space law degree programs at leading universities.

What you need to know about Android 10

Android 10 has been released, and like Apple’s latest mobile OS, the innovations are subtle. Aside from being the first release not named after a dessert, Android 10’s notable new features include:

  • The use of gestures to navigate the phone, as back and home buttons are no longer required.
  • Dark mode is supported — meaning the user interface and apps will have a trendy dark look.
  • Accessibility features enable video to be quickly transcribed to text, and people with hearing aids will have a more optimized Bluetooth connection.
  • Privacy features may be more easily selected through enhanced privacy settings.
  • Digital well-being features enable limits for time on certain apps and activities to be metered.

Wired

dis-rup-shun: That’s it. No more. While these features are useful and help differentiate a phone from last year’s model, they will not create a groundswell of excitement or cause a line to wrap around phone stores for days before release. As often mentioned, the smartphone market is mature and getting incremental users, including stealing market share from Apple, is increasingly difficult. New service revenues must come from new services, new apps, and innovative software.

Can Ring make transition from doorbell camera to home automation?

Ring eyeing a larger role in the smart home 

Ring’s alarm system is part of the company’s shift from products to overall safety systems, says CEO Jamie Siminoff in an interview with Fast Company. Siminoff says the company is seeking to create an ecosystem of its own products and third party products that can leverage an alarm system’s state changes, and offer services accordingly.

dis-rup-shun: Translating the success of a hot product, like Ring’s doorbell camera, to enthusiasm for an entire ecosystem has proven difficult for Ring’s predecessors. Providing truly game-changing technology to control one’s home through a security system, without occupants having to arm or disarm their system, is the promise of AI for the smart home, being developed by a small number of players including People Power, Alarm.com and Vivint. Security systems not deploying machine learning/AI one year from now will be underwhelming.

Tech employees are demanding social responsibility

Employees of tech firms including Google, Microsoft, Clarifai, Amazon, Palantir, Salesforce, and others are demanding their bosses cease working on projects for weapons, immigration enforcement, censorship and other applications considered unethical. Some employees have voted with their feet, leaving companies working on projects employees don’t approve, and others have called for the installation of ethical standards oversight officers. AP News

dis-rup-shun: A rising prioritization of social responsibility over financial gain marks a shift from the Gordon Gecko inspired “greed is good” mentality of the 1980s. Workers of tech leaders are aware of and concerned by the unchecked influence of Big Tech, and their employers’ control of AI. Members of the Business Roundtable recently revised their mission statement to prioritize stakeholders, the environment and communities.

Myia Health uses wearables to monitor chronic illness

Wearables are not new, but Myia Health has developed a package of wearables that focus on congestive heart failure patients. The kit uses a gateway tablet, a blood pressure cuff, an under-mattress sleep sensor, a heart rate patch, an activity monitoring ring, and wireless scale. The company charges hospitals a monthly subscription fee. CNBC

dis-rup-shun: The connected health space shows tremendous promise with an acute shortage of care givers and an aging population, but business models in the care arena are complex. What is not complex, however, is the fact that CMS (the organization determining Medicare reimbursement policy) now penalizes hospitals who re-admit patients they have recently treated. Using home technologies to keep tabs on heart patients to ensure they won’t require readmission can avoid penalties and pay for itself. Expect connected health companies to become more effective at quantifying benefits of their products in an effort to influence CMS reimbursement policies.

Blood screening startup Baze offers inexpensive analysis

Switzerland based startup Baze offers a kit that, for $100, enables you to easily draw a small sample of blood which, after 12 days, is analyzed to provide an assessment of what supplements your body requires.

dis-rup-shun: Not claiming to transform the universe as did Theranos, Baze offers an inexpensive and accurate way to determine if you should be frequenting the health supplements store. Expect a large supplement retailer to acquire the company to increase awareness of the products consumers should purchase for increased health.