Amazon Web Services re:Invent 2015: The year everybody realized what a monster it was; PTN reporting & analysis



Tom Paine



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The real race: Amazon Web Services vs Salesforce

Highlights from AWS re:Invent 2015-Day 1

AWS re:Invent Day 2 10/7: AWS intros Kinesis, 'Snowball'; Financial updates reveal stunning growth

AWS re:Invent Day 3: 10/8: AWS intros IoT platform; Fears of accumulating too much power

AWS re:Invent Wrap 10/9: AWS' new found relationship with Accenture; GE and Capital One endorse AWS

Amazon Web Services: Staggering numbers: dominant now, but nothing lasts forever (I think)




Saturday Highlights: Weinberg says DuckDuckGo "is profitable without tracking you"









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DuckDuckGo: We're profitable without tracking you (Fortune)


The Deals That Made Daily Fantasy Take Off (Wall Street Journal)


News Roundup: Dell-MC, drone destruction and AI concept cars (IDG Connect)

Arris-Pace Deal Hits Speed Bump (Multichannel News)


Highlights 10/16: Comcast, Maybe Apple, Aim To Get Skinny TV Right; Comcast: We'll take an incremental approach to deploying 100G









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Should Comcast Woo Unhappy AT&T DSL Subscribers? (Investor's Business Daily)


Are Verizon and AT&T ‘locking up’ the market for business Internet? The FCC will investigate. (Washington Post)



Comcast, Maybe Apple, Aim To Get Skinny TV Right (Investor's Business Daily)

Comcast: We'll take an incremental approach to deploying 100G (FierceTelecom)

NBC10 and union agree on new contract, ending camera operators' strike
(Philadelphia Inquirer)

SAP's Orca leaps from the depths early, Needled by Amazon (The Register)

Amazon makes nice (sort of) with hybrid cloud crowd (Fortune)


Prediction: VMware competitors will cash in on the heels of Dell/EMC merger
(Tech Republic)

So how much is Uber really worth? (CNBC)


Philly Tech News Tweets & Quotes: 10/16/2015: McDermott, Roberts, Texas governor Abbott








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"It really is an industry I have enormous personal regard for — and even more heightened respect now, for the first responders, the nurses, the doctors. This is an unbelievably caring system.

In every single meeting, you have to repeat the entire story all over again, because there’s no one electronic medical record that comes before you — or follows you — throughout a case,”

-SAP CEO Bill McDermott, speaking of his recent healthcare experiences at SAP’s Palo Alto campus on a panel Wednesday about "Personalized Medicine."



"You can't keep raising the price forever." said Comcast CEO Brian Roberts, adding that "these things have a way of correcting and balancing out before something draconian happens."

-Comcast CEO Brian Roberts, speaking at a Goldman Sachs conference in mid-September.






-SAP Chief Digital Officer Jonathan Becher.







"My main motivation is not the money — [previous venture] Dronecast is working," Singh said. "I want to do something really impactful. Uber is worth $51 billion. I really just want to hurt their business, in a way. I expect a call from [Uber CEO] Travis Kalanick this afternoon."

-Self-styled Philly entrepreneur Raj Singh, on his proposed free Uber competitor, NoMoCab, that would rely on advertising and tips for income. In one quote, evidently stripped from one publication, Singh said something like NoMoCab was "about to be valued at $100M."





Can you say "Mission Accomplished?" The Royals came back to win the game, and eventually the series. The premature tweeting was apparently attributed to a younger staffer.






"As in the past, they are nearly unanimous in sentiment. The difference now is that their sentiment is fear."

-Fortune writer Dan Primack, on his latest trip to Silicon Valley a couple of weeks back, on his talks with the 'investor class' mainly concerning large, unicorn-like private investments.







“Apple is having conversations with everyone about doing their own streaming services. We have had those conversations, as have the other networks. Do I think something will happen? Probably, but I do not know when".

-CBS CEO Les Moonves.





“That’s just proven to be a loser of an approach in a lot of other domains I’m not arguing this from first principles. There are 40 years’ worth of examples.”

-MIT professor David Mindell, questioning the design approach taken by developers of Google's self-driving cars, interviewed by the publication MIT News .




"Features of automated self-driving cars will appear incrementally and organically, with vehicles eventually driving themselves. This will make the cars affordable and encourage public adoption."

- Raj Rajkumar, professor of electrical and computer engineering and the co-director of the GM Collaborative Research Lab at Carnegie Mellon.


Thursday highlights: McDermott's first-hand views on healthcare system










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SAP’s CEO gets personal in Palo Alto about his own recent health ordeal, delivers a call to action (Silicon Valley Business Journal)

AT&T Reorganizes Ahead Of Earnings, Wireless Split (Investor's Business Daily)

Verizon tries to avoid building more fiber by redefining the word “pass”
(Ars Technica)


NBCUniversal announces a new streaming comedy channel, SeeSo
(LA Times)

Altice Files Cablevision Deal With FCC (Multichannel News)

Chattanooga boosts citywide broadband capacity to 10 gigabits (Chattanooga Times Free Press)
But, of course, service is made possible by a large Federal grant.


Cisco, EMC Pledge 'Complete Commitment' To VCE In Wake Of Dell Deal (CRN)


Ben Franklin (Northeastern Pennsylvania) issues new round of business funding (Allentown Morning Call)



Highlights 10/14: Comcast All-IP Video Target Is Q1







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Comcast: All-IP Video Target Is Q1 (Light Reading)

CBS's Moonves Says Content Deal With Apple TV Is Likely (Bloomberg)

Netflix is blaming slow US growth on the switch to chip-based credit cards (Quartz)

Michael Wolff on the Wild West of TV Metrics and the New War on Nielsen (Hollywood Reporter)

SAP Bests Oracle, Other Rivals in Shift to Cloud Computing (Bloomberg)

HOW MOVEN HELPS KEEP A LID ON ONLINE SPENDING (Pymnts)
Raises $12 million more, and building growing development staff in Radnor, Technical.ly Philly reports.

CHF and LSF Announce Merger (PR Newswire)


Highlights 10/13: SAP beats estimates; Dell Boomi iPaaS Adds API Management; Delivers ‘Unified Platform’ for SaaS, On-Premise






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SAP Shares Rise After Earnings Beat Estimates on Cloud Revenue (Bloomberg)

License sales help SAP operating profit to beat forecasts (Reuters)


SAP's Cloud for Analytics enters crowded field (ZDNet)

Cloud services firms and the Internet of Things – facing up to the challenge of being ‘big enough’ (Diginomica)

Dell Boomi iPaaS Adds API Management; Delivers ‘Unified Platform’ for SaaS, On-Premise Integration (Integration Developer News)

Oracle awarded $50 million in trial against Rimini Street (CIO)

IBM adds to Watson Analytics with Expert Storybooks, connectors to Oracle, Salesforce, Microsoft Azure, AWS (VentureBeat)


Tech Moves: thePlatform’s Marty Roberts out as co-CEO (GeekWire)
Jamie Miller will now be the sole leader of the company; Comcast exec to whom unit reports says "the leadership change is part of a broader effort to more tightly align Comcast and thePlatform."

Relay Signs New Multi-Year Deal with Independence Blue Cross (PR Web)

Under the Hood: A Look at Meineke's New Loyalty Program (Ad Age)


Google Cars: Great for bicyclists, but fit for the road?


Tom Paine



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I was recently contacted though email by a member of a small, multinational group that publishes a website (specifically by the editor, based in Copenhagen) who had seen a recent post ( this was the article referenced) and perhaps a little discussion on my site about self-driving autos and their practicality and safety. He pointed me to an article on their site, written by Luke Ameen, that highlighted Google's prototype car and the several ways it would improve bicycle safety, which I imagine is what readers of their website would be most interested in.

Their website, IceBike.org, is beautifully done, and the article, "8 reasons cyclists should love Google Cars", is highlighted here. I guess Ice Biking is something I'm not very familiar with (is it in the Winter X games?), but the scope of the website is broader than that, generally focusing on biking in cold weather climates where snowy or icy conditions are more common. The post does a great job of highlighting all the computer-aided features of the Google Car that could reduce car / bike incidents.

The post on Google Cars is so well done, in fact, that I might have almost thought it was astroturfed (placing things on social media that appear to be grassroots generated but are in fact put together by the organization) which Google is often accused of, though I don't know if there is any truth to those claims. I asked the editor, Mads Phikamphon, "did Google or its representatives provide any assistance, or compensation of any kind related to the preparation of this blog post"?. His response was no, and I accepted that.





The competition over self-driving cars is reaching a feverish pitch, with would-be entrants (both auto makers and tech companies) competing against each for talent, better test results, and the goal of gaining approval in cities, states, or even nations. There is a strong desire among participants to establish an early leadership position. Some are also pushing timetables up to levels that frankly seem unrealistic to me, talking about having largely self-driving cars on the road in the hands of the general public by 2020.

Phikamphon, who says he does some IT consulting in his day job, and I had an interesting email exchange about the issue. I stated my perhaps luddite conviction, based on what little knowledge of software engineering I possess, that I doubted whether all the variables involved in an open road environment (opposed, say, to parallel parking) could be reliably solved in the short term. I used the example of driving on I-287 in New Jersey during rush hour; perhaps the neural net of a lucid human brain is best suited to handle the rapid decision-making required. And how comfortable would people be in an environment like that where there was a mix of driver-operated and self-driving cars?

I-287: So many decisions / Creative Commons





Of course, if all cars were fully automated the answer might be different. But the political will to accomplish that, as well as the economic switching costs, would cause massive problems.

I told Phikamphon (something he wss probably well aware of) that in America driving - the right to drive where you want in the way you want - is considered a fundemantal freedom by many, something that would be very hard to pry away.

Perhaps, in parts of California, and metro ares like New York, self-driving cars might be an acceptable alternative to the pain felt by rush hour (often lasting much more than an hour) drivers. One thing operations researchers found was that if you could regulate a system so that all the moving parts going in the same direction were going the same speed, throughput increased dramatically. So a lot more vehicles could be pushed through the Schuylkill during a typical one hour rush hour period. And most bottleneck accidents could be eliminated, at least in theory.

In Europe (and I hesitate to speaak for a continent I've spent so little time in), public works are more organized, and people seem more willing to accept a system for organizing if they believe its in the public's (and their own) best interests. Also, we briefly talked of Asia, which contains at least half the world's population, and is rapidly catching up to the West in automobile ownership. I think China might be the ultimate market where such a system might be needed. India, with its rather chaotic public works history, might be a tougher sell.

But all this discussion is built around the predicate that a universe of fully autonomous vehicles can work, an assumption I still question. And I think too often when we look to a centrally planned solution to a perceived problem (such as electric cars), the results are middling at best, a total failure at worst. And a complete changeover to self-driving cars is not going to happen solely from the bottom up. Many new public regulations, and public works expenditures, are going to be required.



Carnagie-Mellon's Role and Uber's efforts in Pittsburgh


An interesting side issue is the role of Carnegie-Mellon University in championing the development of "autonomous cars",  as they are  sometimes referred to.

Its Robotics Institute has been working on the problem for 31 years, and much of the development being implemented now originated there. Chris Umson, who is featured in the IceBike post, taught and worked in the CMU program until lured away to be lead engineer of Google's program. Umson will remain its technical director while John Krafcik, who previously led Hyundai’s business in the U.S., was hired last month to step into a new CEO role.







Earlier this year, there were reports that Uber had hired as many as 50 researchers out of the Robotics Institute and set them up across the street to kickstart Uber's own program.

I'll leave you with two views of the autonomous car issue, each of which I agree with in part.


"Features of automated self-driving cars will appear incrementally and organically, with vehicles eventually driving themselves. This will make the cars affordable and encourage public adoption," said Raj Rajkumar, a professor of electrical and computer engineering and the co-director of the GM Collaborative Research Lab at Carnegie Mellon. (Rajkumar also holds a courtesy appointment in the Robotics Institute.)

The second is from a recent interview that David Mindell, an MIT professor, did with MIT News. Self-driving cars should not be fully self-driving, he says, based on studies of past experiences with automation in extreme environments. “Google’s utopian autonomy is a more brittle, less functional solution than a rich, human-centered automation." While "it’s reasonable to hope” that technology will help to “reduce the workload” of drivers in incremental ways, he says, total automation is not the logical endpoint of vehicle development.


Updates:
Tesla Releasing Autopilot Software for Model S Cars (Wall Street Journal)

Microsoft looks to stop bike crashes before they happen, testing Minority Report-style predictive intelligence (Geekwire)


Philly Tech News Events Calendar: 10/12 thru 10/18 2015





Columbus Day Highlights: Dell has deal with EMC subject to shop around period;
ThingWorx parent PTC buys augmented reality platform from Qualcomm for $65 million for IoT strategy






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Dell to Acquire EMC for $67 Billion in the Largest Ever Tech Takeover (Re/code)

Six takeaways from Dell-EMC deal
(Fortune)

Dell to Buy EMC for $67 Billion: Five Initial Takeaways (Constellation Research)

Silver Lake Explored Sale of Dell’s PC Business Ahead of EMC Deal (Recode)

Why PTC just bought this augmented reality platform for $65 million (Fortune)

Is AWS The Most Important Enterprise Company? (TechCrunch)


The CFO who led Infosys during its toughest period is moving on (Quartz)


Campbell's Ready to Serve Recipe Ideas Through Amazon Echo (Ad Age)

Arris Launches DOCSIS 3.1 Modems (Multichannel News)


Dell to announce EMC deal in morning; report says EMC wants "go shop" clause





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EMC wants 'go shop' provision in Dell deal: Sources (CNBC)

Dell to Reveal EMC Purchase on Monday (Bloomberg)

If Dell and EMC really do merge, expect massive consolidation (The Register)