Disney-Iger’s Back; US EV Market to Jump 20%; Twitter Copyright Strike System Broken; Apple Switches iPhones to Samsung Memory Chips

In a bombshell from the House of Mouse, an announcement came late Sunday that Bob Chapek was out, and Bob Iger back as CEO of Disney. CNBC reports that the change is effective immediately. Chapek had been widely criticized for his management of Disney. Disney stock jumped 9% on the announcement. The company earnings in the last quarter way underperformed Wall Street expectations. This, despite a surge in revenue from the theme parks. Iger will stay a couple more years, and help the board develop a successor CEO. 

If you seem to be seeing more electric vehicles on the road as you commute or just drive around…you’re right. According to electrek.co, the US EV market share was up to 6.7% the first half of 2022, from just 1.8% in 2019. Mainly due to charger availability, EV market share is up even more: Germany has gone from 3% to 26%, the UK from 2.2% to 24%, and France from 2.8% to 21%. The climate incentives passed into law last summer in the US are expected to push US market share up over 20% before 2030…earlier than expected. Incentives are a big help, but the real key is building out charging stations to all but eliminate ‘range anxiety.’

There has been plenty of talk about Twitter completely breaking down in the aftermath of Elon Musk’s layoffs and now staff quitting over his demands to return to the office. As of this report, Twitter is still up, but some things are breaking. Theverge.com says one is the copyright strike system. A user posted the entirety of ‘The Fast and the Furious: Tokyo Drift’ movie in a series of some 50 tweets containing two minute clips. The thread has been up for a couple days now, without any apparent attempt or maybe ability to take it down. 

Since the US has imposed export controls on one of China’s top NAND flash chip makers, Apple is pivoting to Samsung for iPhone Memory chips. Macrumors.com reports that Apple had been using chips from Yangtze Memory Technologies, but will now rely on Samsung starting in 2023. Unlike some other chip makers, Samsung hasn’t put production cuts in place in response to decreased market demands. The export controls are an effort by the US to slow China’s tech and military advances from copying US tech. 

I’m Clark Reid, and you’re ‘technified’ for now. 

Twitter Even More ‘Musked; Up; Ticketmaster-Antitrust Investigation from Swift Presale Mess; Personalized 3D Meds-Almost Here; Google Improves Maps for EV Owners

Twitter descended further into chaos yesterday after more employees than expected refused to go for Elon Musk’s latest demand of ‘working long hours at high intensity’ or else. Arstechnica.com says enough refused that Twitter again locked down buildings and blocked badge access…fearing sabotage. Some reports have less than half the remaining 4,000 employees after Musk’s original purge deciding to stay. Thousands of contractors were also laid off. One former employee said “I know of six critical systems (like ‘serving tweets’ levels of critical) which no longer have any engineers,” the former employee said. “There is no longer even a skeleton crew manning the system. It will continue to coast until it runs into something, and then it will stop.” Meanwhile, Elon Musk is touting increased usage numbers…although a lot seem to be logging on to see if the platform has crashed yet. Stay tuned to see how ‘Musked up’ Twitter gets. A hat tip to my KGO in Exile colleague Nikki Medoro for ‘Musked up.’ 

The Taylor Swift presale chaos has gotten the attention of Tennessee’s attorney general. According to techcrunch.com, that office is examining whether Ticketmaster violated consumer’s rights and antitrust regulations. Ticketmaster cancelled its public sales for Swift’s ‘Eras’ tour after the presale, citing “extraordinarily high demands on ticketing systems and insufficient remaining ticket inventory to meet that demand.” In addition to the Tennessee AG, the presale mess has also piqued the interest of several Members of Congress. Representative Alexandria Ocasio-Cortez Tweeted that “Ticketmaster is a monopoly, its merger with LiveNation should never have been approved, and they needed to be reigned in. Break them up.” 

In a crazy sounding yet cool story out of Finland, a startup there is working on #D printed, personalized medications. Thenextweb.com says the idea is to be able to make drugs in doses other than those offered by mass produced drugs, and even allowing for a different ingredient mix in the 3D made pills. They are aiming not just at medications for people, but also for veterinary use. It makes sense, as people come in all sizes, as do dogs and even cats…so getting personalized dosing could provide better care to patients. Curify Labs is the startup working on the tech. For humans, it would be particularly useful in producing lower dose meds for children…and even flavoring them like orange aspirin to get the kids to take them. Don’t expect these 3D pills in the next year or two, but they could ultimately be quite a sea change in providing meds to people and their fur babies. 

Google has pushed out a new update to Maps with a handy feature for owners of electric vehicles. Mashable.com reports that you can now filter EV charging stations in order to select ‘fast charging’ ones! On top of that, you can filter for plug compatibility. Both the new features should be available right now on both Android and iOS apps. Another new feature will show you if a business is wheelchair accessible or not. That feature is only in the US and Canada right now. 

I’m Clark Reid and you’ve been ‘technified’ for now. 

Apple Will Pivot to US Made Chips; Qualcomm Snapdragon 8 Gen 2; Musk Demands Twitter Staff to Go ‘Hardcore’ or Quit; MacKenzie Scott-2 Billion Given Away in 7 Months

We reported earlier about Foxconn quadrupling employees in India, in a move to be less dependent on China. Now, bloomberg.com reports that Apple’s Tim Cook disclosed at an internal meeting in Germany that Apple will start sourcing chips from the TSMC plant being built in Arizona. Cook said they should be using those US chips in iPhones in 2024. Taiwan Semiconductor is already looking to build a second chip plant in the US, and Intel is also building plants in Arizona that will open in 2024. All these plants are beneficiaries of some $50 billion in incentives from the US government that are a result of the Chips Act that passed last summer. At present, 60% of the world’s processor supply comes out of Taiwan…which he noted is probably not a good strategic position.

Qualcomm has announced its latest and greatest chip…the Snapdragon 8 Gen 2. According to androidpolice.com, the chip sports 4 performance cores and 3 efficiency cores. Qualcomm claims it has 25% improved performance over last year’s chip, and gets an efficiency boost of 40%. It also rocks a new 5G modem, and is Wi-Fi 7 capable. It should start showing up in new smartphones early in 2023.

From the world of Elon Musk, his latest antic is to demand that the Twitter employees still standing have to commit in writing to going ‘hardcore,’ or leave. TechCrunch.com says those who decide to bail will get 3 months severance. Twitter folks have until 5 pm Thursday, November 17th to choose to stay or leave. If enough leave, I wonder if Twitter will have to resurrect the old ‘Fail Whale’ when the platform crashes!

As Jeff Bezos recently announced he would give away most of his fortune, and gave $100 million to Dolly Parton to distribute to charities, his ex-wife MacKenzie Scott continues to give away money at a rapid clip. Scott says she has given about $2 billion to some 343 organizations…in the last 7 months! Geekwire.com notes that Scott doesn’t even have an official foundation. With this $2 billion, Scott has now showered some $14 billion on around 1500 organizations. Come on, Jeff…time to play catch up and give away more of those Amazon billions a little faster!

I’m Clark Reid, and you’re ‘technified’ for now.

iPhone 14 Emergency Satellite Capability Rollout; WhatsApp Companion Mode; Google to Improve Location Tracking; Jobs’ Old Sandals Bring Big $$

Apple today started rolling out the emergency satellite SOS system to iPhone 14 handsets. Macrumors.com reports that it is initially only for the US and Canada. The service is free for the first two years, and so far Apple hasn’t said what it might cost after that. Emergency SOS via Satellite works by utilizing technology built into all ‌iPhone 14‌ models that allow them to connect to satellites in orbit around the earth to contact emergency services when a user is outside cellular and Wi-Fi coverage. It sends the user’s location (including altitude), battery level, and medical ID if you have that in your phone. The messages are sent directly to dispatchers or sent to a center of Apple‑trained specialists who can call emergency services on a user’s behalf. This is or should be a killer feature for anyone who hikes or travels into areas with no cell coverage. 

WhatsApp is testing ‘companion mode,’ which will expand use of your account on multiple devices. According to mashable.com, the feature is in beta right now, but it is expected to drop soon. Up to now, there has bee account sharing between a phone and your computer. With this feature, you will be able to use your WhatsApp account on multiple phones, tablet, and computers. All your messages and history will follow you from device to device. Note that the present beta is only on Android so far…no iPhones yet. 

After a privacy investigation launched by the US government, Google has settled for $392 million and agreed to improve disclosures and controls around location tracking for Android users and account holders. 9to5google.com says the investigation started in 2018 when it was discovered that Google was recording the location data of its Android users even when the users had turned off various location settings. Google has agreed to “provide even greater controls and transparency over location data.” Look for the changes in 2023. 

Probably more than you or I will pay for all the shoes we ever own all our lives…that’s what Steve Jobs’ raggedy old sandals he wore when he first started Apple brought. Theverge.com reports the shabby Birkenstocks brought $218,750 for the footwear. To sweeten the pot, the buyer also picked up a 360 degree NFT, or non-fungible token as well. Apparently, part of the reason for the pricing is that, according to Jobs’ estate manager Mark Sheff, is that Jobs kept very few things over the years. The sandals were only expected to bring $60,000 to $80,000. ONLY.

I’m Clark Reid, and you’re ‘technified’ for now. 

Amazon Laying off 3%; Apple Still Staffing Up for AR Headset; Foxconn to Quadruple India Production; Meta Kills Portal & Smartwatch Project

The cuts will focus on Amazon’s devices organization, including the voice-assistant Alexa, as well as at its retail division and in human resources. The total number of layoffs remains fluid. But if it stays around 10,000, that would represent roughly 3 percent of Amazon’s corporate employees and less than 1 percent of its global work force of more than 1.5 million, which is primarily composed of hourly workers.

Apple is pressing ahead in development of their mixed reality headset, shooting for a 2023 release. Mark Gurman’s Power On newsletter reports that there are job postings up for software producers and engineers…among others. The group is run by Mike Rockwell, VP of AR/VR, and Dan Riccio, former chief of hardware. Besides the mixed reality group, Apple is also bring back a former senior staffer to its self-driving car unit. Dave Scott had left along with some other car executives in 2021, but after a short run at a health related company, is back at Apple’s car unit, often referred to as ‘Project Titan.’

Meta has done a mercy killing on its pitiful Portal devices, and also its smartwatch project. Engadget.com notes that during the pandemic, there was a modest uptick in people buying the Facebook smart display, but the sales have now cratered. Meta had been focusing on trying to sell them to businesses lately. Still, the device never got over 1% share of the global smart display market. Along with putting Portal out of its misery, Meta has stopped development on a couple of smartwatches they had in the works. Some of the smartwatch team has moved over to the virtual reality hardware unit. 

With the continued disruptions due to COVID lockdowns in China, Apple supplier Foxconn is turning to production in India. According to bgr.com, the iPhone manufacturer will quadruple the number of employees they have in India. They expect to be staffed up there in the next 2 years. Right now, Foxconn has 70,000 workers in India. Foxconn had been building the lower priced iPhones in India, with a lot of the production aimed at serving just that market, but now will be adding the other iPhones to their production lines as both they and Apple move away from being so dependent on an increasingly unpredictable China.

I’m Clark Reid, and you’re ‘technified’ for now. 

Meta Lays off 11,000; Disney+ Hits 164 Million Subscribers; Twitter Rolls Out Grey Checkmark & “Official”; Zoom Adds Email & Calendar Features

Meta had announced a big layoff, and they weren’t kidding. Today, in a message to employees, CEO Mark Zuckerberg announced it would be a little north of 11,000, or 13% of the workforce. Reuters reports that Zuck took responsibility for figuring revenue growth that wasn’t as high as he expected. Meta will pay 16 weeks of base pay and two additional years for every year of service, all remaining paid time off, plus shares that would vest by November 15th, and healthcare for 6 months. Prior to the layoff, Meta had over 87,000 employees.

Disney Plus picked up 12 million new subscribers in the 3rd quarter, hitting over 164 million worldwide…with Hulu and ESPN, they hit over 235 million. According to techcrunch.com, they passed up Netflix for a 2nd time, with Netflix reaching 223 million subscribers. They did show an operating loss, but never fear, a price increase they just dropped will help with that. Yeah…I’ll pay it. 

The blue checkmark is getting a cousin…as it turns out, Twitter has started using a gray checkmark and an ‘Official’ designation. Several high profile accounts that are actually verified…like the New York Times…got the badge and verification today. 9to5mac.com says the check and designation appear on both the profile page and next to the name of the account in the timeline.  The ‘Official’ label will include “government accounts, commercial companies, business partners, major media outlets, publishers and some public figures.” Twitter hasn’t said how anyone else might apply. Twitter Blue accounts will keep the blue checkmark. 

Zoom is adding email and calendar features, in the hope of taking on other workspace platforms. According to engadget.com, Zoom feels they have a shot at drawing users away from Microsoft with 365 and Google’s Workspace in areas besides video conferences and chats. I would say good luck with that! It seems pretty unlikely that companies will change over their email systems from long established Microsoft or Google to go with an upstart that just took off big time during the pandemic. 

I’m Clark Reid, and you’re technified for now. 

Musk Mulls Twitter Paywall; Signal Adds Stories Feature, Feds Recover $3.36B in Stolen Bitcoin; Google & Renault-‘Software Defined Vehicles’

Elon Musk has come up with another way to monetize Twitter…and finish killing it off if he proceeds. 9to5mac.com reports that Early Twitter investor and venture capitalist Chris Sacca has said that Musk has one of the greatest minds he has known, but that the billionaire is completely alone now because he has no one around him who dares to speak truth to power. Now, Elon is considering paywalling the entire Twitter platform. In his latest scheme, Musk would allow everyone to use Twitter for a limited time every month, but then require a subscription to continue. Meanwhile, number crunchers calculate that the $8 Twitter Blue fee, which would reduce ads for those users would make Twitter lose more money. Great mind, indeed.

Every platform seems to have a short video feature since TikTok has grown so ginormous. According to techcrunch.com, the latest (and quite late to the game) to add a Stories feature is Signal. The short videos and texts will disappear automatically in 24 hours. As with all the rest of Signal, Stories there are end-to-end encrypted. Users can select to share with everyone in their phone contact list who use Signal, any you have had a one-to-one conversation with, or anyone whose message you’ve accepted. You can also create a custom list for a Story. 

It’s always ‘the perfect crime’ until the crook gets caught. Now, arstechnica.com says federal prosecutors have recovered $3.36 billion in bitcoin that was ripped off 10 years ago from Silk Road. The thief, one James Zhong, had stashed a single board computer in a popcorn tin under a pile of blankets in a bathroom closet! He also had more coin in a safe. He had tried to hide his theft through a series of complex transactions, but eventually the feds were able to trace the blockchain history and nabbed him. The weed of crime bears bitter fruit… Crime does not pay… The SHADOW knows!

After 4 years, Google and Renault are expanding their partnership to develop and advanced software platform for future vehicles. Theverge.com reports that they are calling it a ‘software-defined vehicle.’ Ultimately, it will be on Google’s Android Automotive OS and send data to the company’s cloud servers for processing. As part of the deal, Renault has named Google as their ‘preferred cloud provider.’ Most other auto makers are using Amazon Web Services. What exactly is a ‘software-defined vehicle?’ The idea is that a vehicle is sold with a base level of hardware and that its features are largely dictated by its software, which can be updated and improved with over-the-air updates.

I’m Clark Reid, and you’ve been ‘technified’ for now. 

Meta Plans Layoffs; iPhone 14 Pro Shortage; Samsung Galaxy S23 Launch Rumors; Starlink To Throttle Big Data Users

Meta seems to be using the big Twitter layoff as cover…they are now planning major job cuts that could happen as soon as the day after Election Day. The layoff numbers are expected to be in the thousands. According to theverge.com, Meta had some 87,000 employees as the end of September. CEO Mark Zuckerberg put a hiring freeze in place at that time, and was reported as saying in an internal Q&A session that “there are probably a bunch of people at the company who shouldn’t be here.” Facebook has more active users than ever before, but investors are skittery about the big dollars Zuck is dropping on his Metaverse vision. The company has dropped $9.4 billion on the Metaverse project this year, and burned through a similar amount last year. Meta’s virtual reality division lost $3.7 billion this past quarter. The stock is now at its lowest level since 2016. 

With China locking down a big Foxconn plant for a week due to COVID, Apple is warning that iPhone 14 Pro and Pro Max models may be in shorter supply than expected. Macrumors.com reports that iPhone production could be down some 30% from normal due to the lockdown. Apple has upped production in India to make up some of the slack, but says they can’t fully replace the capacity.  Expect longer wait times if you are trying to upgrade to a 14 Pro or Pro Max. 

Normally after the first of the year, we start looking for Samsung to roll out its latest and greatest phones. 9to5google.com says we should expect the Galaxy S23 handsets to bow sometime around the 1st week of February…although some Samsung watchers say it could be as late as the 17th. Right now, it looks like at least 75% of Galaxy S23 phones will use Snapdragon 8 Gen 2 chips. Earlier this year, it appeared Samsung would be using more Exynos chips, but that may not be the case. Apparently, Samsung will hold an in-person event in San Francisco…their first in-person event since 2020. 

After jacking up prices this spring, now Starlink is putting in a data cap on heavy users. According to engadget.com, it’s 1TB a month. If you exceed the cap, you’ll get dropped back from ‘priority access’ to ‘basic access’ the rest of the month. Some may encounter upload speeds as slow as 1 Mbps! The data cap is similar to cable providers, although they normally will just charge you gobs of money for continuing over the limit. Starlink is going to do that, too…but at 25 cents per gig of data for priority, you won’t want to get hit with that kind of fees. Premium/Maritime users will have 1 TB and 5 TB caps, but exceeding those will set them back $2 for every priority Gig after that. One user noted it might be cheaper to buy a complete second system!

I’m Clark Reid and you’ve been ‘technified’ for now. 

Twitter Job Cuts; Foxconn COVID Lockdown; Zillow Beats Expectations; Gmail Will Track Your Packages

Last report, I joked that lately the Week in Elon Musk could be turned to the day since he bought Twitter. In that regard, he hasn’t disappointed. Now, Reuters reports that Musk plans to cut about 3700 jobs there, or about half the head count. A couple weeks ago, he had threatened to cut 75%, but this was trimmed back to 25% a couple days later. Now, it’s grown again. Some will likely quit, adding to this number, as Elon is demanding everyone come into the office again…after Twitter announced earlier that they could work from home permanently. It’s worth noting that so far, employees have not heard a single thing from Musk…having to rely on his Tweets, the news, and private chats to try to figure out what’s going on. 

China continues to use draconian lockdowns to try to tamp down COVID. Now, they have imposed a 7 day lockdown on a huge Foxconn plant. According to appleinsider.com, substantial numbers of employees have been fleeing the area to avoid being trapped in the so-called ‘closed loop.’ Apparently food and medical supplies have been running low. Foxconn has increased daily bonuses from 100 yuan a day to 400 to try to stem the exodus. They say the lockdown will cut production of Apple products by 30%…but they intend to make up most of that at other plants. 

In spite of higher interest putting the brakes on home sales, Zillow Group managed to beat its 3rd quarter earnings. Geekwire.com says the real estate giant reported 3rd quarter revenue of $483 million, beating the expectation of $456 million. Their total revenue was down 12%, though, as mortgage rates rose past 7%. Zillow had shuttered their home flipping business last year and cut about 25% of their workforce then. As they are looking at the housing market to ‘remain challenged,’ they have cut another 550 employees…about 18% of the workforce there. 

The holiday season is upon us, and even more packages will be on the way. Now, Google is updating the Gmail app with simple package tracking. Engadget.com reports that if the order email has a supported tracking number, you will see the shipping status at the top of the message. The opt-in feature should be available in a couple weeks. Apple Mail has had a similar feature for several years, where you could tap on an arrow to the right of the tracking number, and a box pops up with the tracking details. 

Twitter Paywalled Videos; Sony PlayStation VR2, Google Street View App Goes Away; Amazon Out of Trillion Dollar Club

We used to do a feature called ‘The Week in Elon Musk.’ With his Twitter purchase, it has become the day in Elon Musk. Now, gizmodo.com reports that Twitter is considering a ‘paywalled video’ feature that would allow users to charge money for access to videos…which most Twitter watchers think would be immediately flooded with porn. Apparently, the prices would be preset by Twitter….at $1, $2, $5, or $10. Twitter would take a cut of the money, using Stripe. It sounds like a Twitter version of Only Fans! Right now, it’s unclear if this idea was already in the works, or is one of Musk’s ideas to monetize Twitter. Musk is apparently still working on a process to bring banned accounts back to Twitter, too. While he is pitching it as an online town square, it sounds a bit more like a town back alley in these cases. 

Sony will roll out the PlayStation VR2 headset on February 22nd. According to theverge.com, it will set you back $549.99. That will include Sense controllers and stereo headphones, however a Sense controller charging station is priced separately at $49.99…so you are really going to be out $600! Preorders are opening on November 15th, and limited to through the PlayStation online store in a lot of markets, including the US, UK, France, and Germany. Games…including “Horizon Call of the Mountain,’ will also be open for preorder this month. The new headset has an OLED screen, 110 degree field of view, and has 4 cams built into the display. Oh…and original PlayStation VR games are not compatible with it, either. 

Google is pulling the standalone Street View app in the next few weeks from both Android and iOS. 9to5google.com says they will also kill off support for the app by next March. The street view with 360 degree views will still be available in Google Maps. Just a couple weeks ago, Google teased that they are going to make the Maps app more immersive with the addition of 3D aerial views and details for some spots like weather and traffic. 

Shares of online giant Amazon dropped 5.9% Tuesday, falling for the 5th straight day. Amazon’s market cap is now below a trillion dollars. According to cnbc.com, the stock price is now down to the level of April 2020. This is all mainly due to the company’s 4th quarter forecast…Amazon is predicting the holiday quarter will grow by 2% to 8%, which is noticeably lower than analysts’ estimates. Amazon now has the dubious honor of being the 2nd worst performer in the Big Tech stock group…down 42%…but worst stock Meta has dropped 72%, and Meta has warned that 4th quarter revenue will likely decline for a third straight period.