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✏️ My blog posts

Amazon as experiment - on e-commerce, department stores and fish. Link

Computers that can see. Link

🗞 News

The EU is working on regulation for how platforms remove harmful content, following the UK government's 'Online harms' white paper earlier this year. This issue will spread, it will come from different ideas of what free speech means to the presumptions made in the USA (no-one outside America cares what's in the American constitution), and a different organisational model of regulation (mostly outcome-based rather than the US rules-based model), and there could be 'lowest common-demonimator-effects' - 'local' laws will have global consequences. By default, of course, all of this raises the cost-base of running a UCG network (which may for example mean you need to get to revenue quicker and grow slower), and entrenches the incumbents, which is a direct conflict with what other regulators in the same building might be working on. Link ($)

Meanwhile, Australia is also doing a competitive review of internet platform companies. Link (PDF)

Cruise (GM) is pushing back its autonomy timeline. Link

Softbank raised a second $100bn 'Vision' fund, this time apparently without Saudi money. (I don't normally do funding announcements in this newsletter, but a hundred billion here, a hundred billion there... pretty soon you're talking about real money). Link

The NY Times is involved in a project to use bitcoinish tech for provenance and verification to images and video/audio. The problem is real - it will soon be trivial for anyone to create convincing fake video of public figures, and news organisations are seriously worried about being tricked by one of these. But a fake could spread just as easily on social (or inside encrypted messaging), and would normal people care if it wasn't verified? Link

The US government has ordered the removal of (cheap, commodity) Chinese security cameras, but no-one knows where they are. Link

🔮 Reading

Jeff Jarvis: amidst all the moral panic over tech, can we please have some evidence before uncritically repeating stuff about 'filter bubbles' or 'screen time'? Link

WSJ story on the high-end feature phones ('smart feature phones') that fill the price gap below low-end Android (~$50), especially in India. Historically, Moore's Law and economies of scale tend to squash 'bridge' products like this, but there's often a time window before the 'right' product gets cheap enough. Link ($)

Good FT story on the spread of data labelling shops in cheap-labour economies. Machine learning gets rid of the call centres and replaces them with labelling centres. Link ($)

Apparently, 'Famous Birthdays' is the blue check/wiki for the people who are celebrities to the under-20s. Link

Growing pains in Amazon's TV business. Link ($)

It's worth looking at the slides in Sony's latest IR day relating to vision and sensing. Building image sensors for machines instead of for people. Link

The role of AI in fragrance. Everything will use 'AI', just as everything today uses 'databases' or 'software'. Link

😮 Interesting things of the week

Queuing for hours to take the 'perfect' photo of Antelope Canyon. Link

Nice NYT profile of Teenaged Engineering and the $60 synth. Link

📊 Statistics

Useful Ofcom data on where people get news in the UK. Link

WhatsApp now has 400m users in India. Link

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Copyright © 2013-2019 Benedict Evans, All rights reserved.
All views in this newsletter are my own and do not represent the views of AH Capital Management ("a16z" or “Andreessen Horowitz”) or any a16z affiliates. This newsletter is provided for informational purposes only, and should not be relied upon as legal, business, investment, or tax advice. You should consult your own advisers as to those matters. This newsletter may link to other websites and certain information contained here has been obtained from third-party sources. While taken from sources believed to be reliable, a16z has not independently verified such information and makes no representations about the enduring accuracy of the information or its appropriateness for a given situation. 

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