Electric vehicles continue their march toward mainstream

Uber pledges to go all electric

Uber, like rival Lyft, has pledged to operate only electric vehicles by 2030. While an admirable pledge, the problem lies in the fact that Uber is fighting states to convince them to rule that their contractors, and those peoples’ cars, are not Uber employees or property. For the company to deliver on their pledge, they will have to hire owners of electric cars. Currently less than 3% of cars sold are electric. Wired

dis-rup-shun: While the automotive world will change drastically in 10 years, will a substantial enough number of drivers own electric cars in a decade, to enable Uber to operate only EVs? Perhaps the rideshare companies are planning a change of strategy in which they will own their fleets and use contract drivers — but this will change the economics of the gig economy industry, making the companies more like, well taxi or bus charter companies.

GM invests in electric truck maker Nikola

GM has developed an innovative battery for electric vehicles. It will have the opportunity to use that technology in electric pickup trucks made by Phoenix-based Nikola, and will also make a fuel cell system. GM announced an 11% ownership stake in Nikola, a sign that GM is moving aggressively to transform its business, making EVs the heart of its future. CNBC

dis-rup-shun: Despite yesterday’s dip in Tesla’s share price, Wall Street has been extremely tough on traditional automakers, valuing them increasing like dinosaurs in waiting. GM is running quickly to avoid the endangered species label and to be perceived as an automaker with a future.

A dress that changes shape based on your mood

Fashiontech — the practice of incorporating technology into fashipn may be an acquired taste. Dutch designer Anouk Wipprecht‘s 3D printed fashion dress, called the Pangolin dress, incorporates 1,204 tiny electroencephalography sensors that one wears over the brain, like a hairnet, to sense brand waves. The dress lights up, changes color and moves based on brain activity — reflecting calm and peacefulness or agitation. CNET

dis-rup-shun: It would, at times, be helpful to understand someone else’s mood before engaging in discussions or negotiations. We have all known people whose body language is a good indicator and warning system for their dispositions. Fashiontech could make this much easier on one’s community, or be far too revealing. Don’t expect to see this dress in boutiques in the near future.

Geofence warrants use your smartphone as evidence

What’s a geofence warrant? It is a new legal vehicle being employed by law enforcement. First, after police identify a time and location of a crime, they issue a warrant for location data from a tech company such as Google. Detectives then take anonymous data from the tech company and try to match it to a person. This practice has grown 1500 percent, according to Google, but recently two judges have denied warrants, citing them as clear violations of privacy rights. Wired

dis-rup-shun: The increasing battle between technology and privacy rights is getting more interesting and complex. While using personal data in investigations seems to be a clear violation of privacy, was the same said when DNA evidence first became a part of criminal investigations?

 

Microsoft XBox Series S is the mini-console

XBox Series S — a miniature game console

The console wars are as interesting as ever, with cloud gaming subscriptions changing the landscape. Enter Microsoft with a miniature XBox. the Xbox Series S sells for $299 and is four times more powerful than the Xbox OneX, its predecessor. Perhaps most interesting is that Microsoft will be pushing both the Series S and its new larger console, the XBox Series X on a monthly plan, combined with its gaming content subscription. CNBC

dis-rup-shun: XBox versus Playstation is a religious discussion, much like IOS versus Android. But Microsoft has made an important chess move here, going after a semi-core gamer. The target market is someone who likely doesn’t own a current, up-to-date computer, but does own an iPad and smart phone and enjoys using them for gaming. Upgrading the experience without a large cash outlay, by adding a few dollars to the monthly gaming subscriptions, flies under the budget radar. Who would have thought that there was room for a semi-core gamer’s console in an increasingly crowded array of devices between mega-gaming desk-side PCs on one end, and smartphone on the other? We will know, post holiday season, if Microsoft nailed it or shot an air ball.

iPhone 12 could be the 5G spark

In case you haven’t turned on your television, you may not have realized that 5G is now here. Commercials for AT&T and Verizon’s 5G networks have likely not turned your heads, as no one has yet found the killer app. Apple is expected to introduce or announce the iPhone 12 in coming weeks, and it is expected to support 5G. The question is, will Apple also roll out an app that exercises 5G sufficiently that we all need it and quickly upgrade? Apple’s marketing magic is expected to make us all sit up and pay attention to the new 10x faster network. CNET

dis-rup-shun: Even during the pandemic, people get out of the house — either to work remotely or to visit family. The need for a super reliable and adequately fast roaming hot-spot for your PC or tablet is certainly a killer app, and one worth upgrading for — if not immediately, but as soon as your wireless carrier offers it. What if we discover that 5G provides us with better internet connectivity at home than our patchy home broadband provider? Will our 5G phones become the go-to connection for the rest of the household and even for Netflix viewing? At that point, 5G fixed mobile will make the landscape even more interesting.

China lands first reusable spacecraft

Elon Musk’s SpaceX has been getting all the attention as it successfully ferried two astronauts to the International Space Station and back this year in its partnership with NASA. China launched and landed a Long March-2F rocket from its Jiuquan launch center in Inner Mongolia over the weekend, reminding the world not to count China out of the new reusable rocket race. CNBC

dis-rup-shun: Conquering the new west, as the space frontier seems from an American point of view, is a race to establish dominance, or at least keep a seat at the table, as first to get there divide up the spoils. And what are the spoils? At a minimum, the possibilities are control of global communications networks, and, of course surveillance. Add defense or offensive military capabilities – god forbid, and more commercial applications such as mining new minerals and resources on other planets, revolutionizing the travel industry, and, of course, colonization of new outposts.

Rising resentment toward parent employees at tech firms

Tech message boards are stating that employees with children at home may not be as effective as others. A survey by Care.com revealed that 45% of workers with children at home believe their career advancement has suffered due to juggling work and family at home. CNET

dis-rup-shun: The coronavirus is undoubtedly re-shaping our culture. Builders are now offering homes with two separate offices, and people are flocking to vacation homes and rentals to change their scenery. Will the pandemic lead to a structural change in the workforce, nudging our culture back to a time when one parent remained at home to raise the family? Will families reset financial expectations to live on a single income — perhaps cutting back on cars

 

Apple’s cloud to run on wind power

Apple data center powered by wind

Apple is following through on its commitments to move to sustainable energy, investing in the world’s largest onshore wind turbines in Denmark. The turbines will power its data center in Viborg, Denmark which houses the App Store, Apple Music, iMessage and Siri. CNBC

dis-rup-shun: While Big Tech companies are being battered for anti-competitive practices, leading the world in sustainable data centers should shore up some consumer sentiment. As Apple moves ever more aggressively into service businesses, data centers will be as important as assembly factories in terms of fair wages, practices and responsible resource use.

Ford bundles pay-per-mile insurance

Ford has partnered with insurance company Metromile, a company that sells auto insurance “by the mile.” The odometers of the connected Fords immediately communicate to Metromile how many miles have been driven and when, resulting in consumers insuring their cars based on usage, not based on time of ownership. CNBC

dis-rup-shun: Connected cars can tell the cloud how many miles they have been driven. Gone are the days of insurance actuaries having to calculate premiums based on averages when exact data is available. Insurance-as-a-service is a game changer that will lead many other fixed-rate services to become usage based (remember when phones were based on usage?). What’s next? Major appliances, including washer and dryers and HVAC units being charged on actual cycles, rather than on ownership?

Peloton adds to product line with an Apple-like strategy

How do you follow a strong IPO, blockbuster demand and a loyal subscriber base? Give them more! Peloton, replete with workout content to a loyal subscriber base is pulling an Apple and enhancing the product line, giving its community more entry points to its content. The company is reportedly offering a lower-end treadmill ($3000), a step down from its $4,295 offering, and a premium bike, bike +, with plans to lower to price of its current bicycle mainstay. TechCrunch

dis-rup-shun: Like Apple, the company has a very loyal base and a growing library of content. By opening the platform to a more price conscious consumer while giving the premium buyer some upgrade choices, Peloton is set to extend its lead in the increasingly competitive connected fitness market.

Evoca offers a fourth way to get HD TV 

Options for HD TV signals include antennas, cable, streaming and now Evoca. Evoca, based in Boise, offers Next Gen TV, complete with 4K, HDR and higher frame rates over the air. Think of it as cable TV broadcast to the home not over wires, but wirelessly. For those with questionable internet connections, this is sort of like cutting the cord yet you receive a decoder set top box. CNET

dis-rup-shun: New TV keeps looking like old TV, just using better technologies. The host of new options should keep competitors from jacking up prices too high and getting too fat and happy, like pay TV providers of yesterday. Providers, however, continue to get squeezed by rising prices of content, especially by the ever hungrier sports leagues (NFL, NBA, MLB, NHL, NCAA). To feed these fat cats, TV services with live sports will never be much less than they are today.

Supermarket of the future doesn’t have a front door

Amazon opens online only supermarket

Amazon’s new Whole Foods Market in Brooklyn is open, but not to customers. The facility is laid out like a grocery store, but is open only to Amazon employees who are fulfilling online orders for nearby Brooklyn residents. Fueled by the Covid-19 pandemic, online grocery ordering is surging. Engadget

dis-rup-shun: The supermarket of the future may not be open to the public. Perhaps this is the solution to food deserts, where operating grocery stores in blighted areas is not economical. Perhaps low income households can subscribe to grocery services, and are provided a 4G wireless ordering tablet. While this service wouldn’t provide Whole Foods with the margins they seek, perhaps tax abatements will provide incentives to operate in trouble spots.

Alexa for Residential puts Echo in apartments

Alexa for Residential is Amazon’s push to fill apartment units with Echo devices that will remain in place even as residents come and go. The devices will help lease the units by answering questions to prospective renters, then can be connected to personal accounts including Amazon and Spotify, and when people move in, and can be disconnected when people move out. CNET

dis-rup-shun: Amazon is moving quickly to ensure that its smart speaker technology becomes the standard for smart homes across the land. If smart speakers become a standard in most all new buildings, then the foundation is laid for smart locks, smart lighting, security cameras and the like, and Amazon will be the rental smart home kingpin. Now about privacy — while Amazon insists that landlords will not be eavesdropping, convincing residents of the same may be a challenge.

Ready for color changing light bulbs?

Philips Hue brought the novelty of controlling the color and brightness of home lighting to an app about half a dozen years ago. The product was a hit and arguably a game changer. But with requirements for a separate hub, and a price point far above just a bulb, the product was not mainstream. Now Philips offers Wiz connected LED lighting for about $13 per bulb, controllable through an app and mostly compatible with all three voice platforms. CNET

dis-rup-shun: There will be a time when you will tell young people that back in the day, light bulbs came only in a whitish hue and that using different colors for scenarios, certain rooms, or times of day simply was not an option. Archaic, yes. The challenge now, for lighting companies, will be educating consumers on the benefits of using different colors around the home. Why do we need anything besides bright and dim?

Google to build mixed-use town in Silicon Valley

Does Google know something that the rest of us don’t? Just as companies appear poised to implement indefinite work from home policies, the tech giant is building a town in Silicon Valley. The Mountain View development will transform open land into a mixed use development, including retail, offices, 1,850 apartment units, 20% of which will be dedicated to low-cost housing. CNBC

dis-rup-shun: Good for Google — following through on its promise to help with the housing shortage caused by the Silicon Valley tech boom even when it appears that remote workers may ease the crunch in the Bay Area. Will the forty acre development be akin to the Japanese factory towns housing workers for Fujitsu, Toshiba and other companies, and will the community offer living only for Google employees? Density with quality will be a welcome change to the density that describes today’s sprawling Silicon Valley.

Best Buy and Zoom shatter expectations

Best Buy Q2 shatters expectations

Best Buy’s Q2 sales were up 5.8% and online sales increased by 242%. Best Buy’s CEO attributes success to products that help people “work, learn, connect and cook at home.” CEPro

dis-rup-shun:  While the numbers are impressive, if one calculates money saved from purchasing no plane tickets, buying little gas, not eating out, and generally staying at home, one can buy a lot of tablets, computers, TVs and new appliances. The question is, then, how do we help service workers shift into the tech industry and help redistribute the diversion of money to tech-based tools and entertainment.

Zoom Q2 shatters expectations

Speaking of amazing quarters, Zoom continued its rise to the industry standard for web conferencing (both for social and business engagements). Quarter over quarter annualized growth was 355%. Stock price is up 369% since the beginning of the year. CNBC

dis-rup-shun:  A lot of money has been made in the stock market this year — especially on tech companies, and what a rebound from Q1. The fact of the matter is, so much of the global economy is thriving, just as the face-to-face service industries have been devastated, that it feels that the current recession is a re-alignment of the economy rather than a pull back.

Lenovo redefines the PC with the leather laptop

Lenovo’s new Yoga 9i answers the question about what’s next in laptops, given “crowding out” by tablets and foldable devices. The new device provides premium features such as a giant touchpad that stretches from edge to edge, provides haptic feedback, a finger sensor that works even when fingers are wet, and black leather bonded to the aluminum case. CNET

dis-rup-shun:  The laptop market needs some spice as tablets from Microsoft (Surface), Apple and the Surface Duo foldable more-than-phone-less-than-tablet device are providing so much power and functionality, causing people to question their need for a laptop. With premium or luxury laptops, people will, once again, crave the space and luxury of a full laptop. Expect Dell and HP to follow with luxury versions of laptops.

Next Starlink Constellation scheduled for Thursday

On Thursday, SpaceX will launch its 10th batch of 60 satellites that will join the 600 satellite train, orbiting the Earth to provide Internet services and communications to even the most remote corners of the globe. CNET

dis-rup-shun:  What sounded like an outlandish scheme from Musk has, once again, become a reality. SpaceX’s Starlink has been shunned by the U.S. Department of Defense, to which SpaceX was trying to sell communications services to troops located in remote places. In Musk style, however, Starlink services will be embraced by a number of opportunistic global entities and “the establishment” will follow, putting SpaceX in a strong position to become a global powerhouse in broadband services. Starlink likely has some members of the CCP on edge, as well.