Futurum Tech Webcast

This episode covered many topics. We started with the Apple Event. It was a good launch, but it simply wasn't good enough for Apple. The Watch was the best in show and sadly over the past couple of years the Airpods and Watches have been more exciting than the iPhones, iPads and Macbooks. The company is clearly moving toward more recurring subscription revenue, and that will be good for the bottom line, but are the true gamers going to get all that jazzed about Arcade? THIS WEEK's FAST FIVE > Facebook Libra is a no-go in France > IBM launches z15, taking resilience and recovery to the next level in hybrid, multi-cloud environments > The Daqri Story - Another heavily-funded AR startup courting the enterprise shuts down > Apple Uses App Store to Steal Best Ideas > Qualcomm and Ericsson Prepare Next-Phase 5G Commercialization This week's Tech Bites Winner: The WeWork IPO and investor concerns. Our Crystal Ball: Apple-related question that we'll rely on Olivier to lob. INFORMATION: This Futurum Podcast features , Shelly Kramer (@ShellyKramer), Olivier Blanchard (@OABlanchard) and Ron Westfall (RonaldWestfal14). If you haven't already, please subscribe to our show on iTunes or SoundCloud. For inquiries or more information on the show, email the team at [email protected] or follow @FuturumPodcast on Twitter. To learn more about Futurum Research please visit www.futurumresearch.com. DISCLOSURE: Futurum Research is a research and analysis provider, not an investment advisor. The Futurum Tech Podcast (and all related written notes and materials) is a newsletter/podcast intended for entertainment and informational purposes only. Futurum Research does not provide personalized investment advice and no investment advice is offered or implied by this podcast. ###

There are many exciting ways that AI and other emerging technologies will change the future of work in the next decade. In this Interview Series Futurum Tech Podcast, Daniel Newman sits down with and Greg Bowen, CTO and SVP of Digital Acceleration at Dell Digital and Edward Bagden, Associated Director of Flight Operations and Safety at LIFT Academy. They discuss trends and challenges with AI they see coming with the future of work. They also discuss Dell's study, Realizing 2030 , which forecasts how emerging technologies like AI and the Internet of Things will shape how we live and work by 2030. INFORMATION: This Futurum Podcast features Daniel Newman (@danielnewmanUV). If you haven't already, please subscribe to our show on iTunes or SoundCloud. For inquiries or more information on the show, email the team at [email protected] or follow @FuturumPodcast on Twitter. To learn more about Futurum Research please visit www.futurumresearch.com. DISCLOSURE: Futurum Research is a research and analysis provider, not an investment advisor. The Futurum Tech Podcast (and all related written notes and materials) is a newsletter/podcast intended for entertainment and informational purposes only. Futurum Research does not provide personalized investment advice and no investment advice is offered or implied by this podcast.

This episode covered a variety of topics, including our Main Dive on the indictment of the Capital One hacker, Suzanne Thompson, some additional lawsuits that have been filed related to this case, one of which is against GitHub and Amazon and, most importantly, how the timing for any bad press related to Amazon's AWS is not ideal. Amazon and Microsoft are the two finalists for the $10B DoD JEDI cloud infrastructure contract that is due to be awarded literally any day now. As such, any press, especially bad press as it relates to allegations of any nature about infrastructure security, is probably something that Amazon isn't crazy about. THIS WEEK's FAST FIVE > Ericsson and Deutsche Telekom's* strategic campus networks partnership > Big news related to Apple's operating system > US trade ban strikes Huawei > Traveling with your 15" MacBook Pro > Mahindra and Adjoint's blockchain solution This week's Tech Bites Winner: Bad reviews for podcasts and how it can impact them. Our Crystal Ball: Our predictions on the future of podcasting. INFORMATION: This Futurum Podcast features , Shelly Kramer (@ShellyKramer), Olivier Blanchard (@OABlanchard) and Ron Westfall (RonaldWestfal14). If you haven't already, please subscribe to our show on iTunes or SoundCloud. For inquiries or more information on the show, email the team at [email protected] or follow @FuturumPodcast on Twitter. To learn more about Futurum Research please visit www.futurumresearch.com. DISCLOSURE: Futurum Research is a research and analysis provider, not an investment advisor. The Futurum Tech Podcast (and all related written notes and materials) is a newsletter/podcast intended for entertainment and informational purposes only. Futurum Research does not provide personalized investment advice and no investment advice is offered or implied by this podcast. ###

We have to talk about privacy issues and invasion of privacy way too much these days, as it happens all the time now. Recently it came out that contractors working for Microsoft listened to audio of Xbox users in order to improve the consoles voice commands. Not only did they listen to audio, it was sometimes recorded. Talk about an invasion of privacy! THIS WEEK's FAST FIVE > Facebook privacy "change" is kind of a shell game > VMWare makes two significant acquisitions in one day, in advance of VMWorld Event > Qualcomm gets a stay of execution > Amazon is changing it up with return process > Oracle sues Oracle, or something like that This week's Tech Bites Winner: Apple has issues, lots and lots of issues Our Crystal Ball: What is going to happen with all these privacy issues? How are consumers going to be protected? Can we expect Congress to act and create some type of Consumer Privacy Act? Will tech companies try and get out in front of it? It's going to be an interesting ride. INFORMATION: This Futurum Podcast features Olivier Blanchard (@OABlanchard), Shelly Kramer (@ShellyKramer) and Ron Westfall (RonaldWestfal14). If you haven't already, please subscribe to our show on iTunes or SoundCloud. For inquiries or more information on the show, email the team at [email protected] or follow @FuturumPodcast on Twitter. To learn more about Futurum Research please visit www.futurumresearch.com. DISCLOSURE: Futurum Research is a research and analysis provider, not an investment advisor. The Futurum Tech Podcast (and all related written notes and materials) is a newsletter/podcast intended for entertainment and informational purposes only. Futurum Research does not provide personalized investment advice and no investment advice is offered or implied by this podcast. ###

We dive into wearables and their past, present and what we can expect in the future. We also discuss fails vs successes and what we think will work in the next 2-3 years. THIS WEEK's FAST FIVE > Data breaches on a daily basis > Do not install your Microsoft Surface's August firmware updates–for now > Good news for Chromebook users > Enterprise security software tops B2B sales > Bluetooth security issues This week's Tech Bites Winner: Facebook doesn't listen to your Messenger messages; it just hires contractors to do that. Not cool, Facebook! Our Crystal Ball: WeWork. What the world is going on with this crazy company? INFORMATION: This Futurum Podcast features Daniel Newman (@danielnewmanUV), Olivier Blanchard (@OABlanchard) and Shelly Kramer (@ShellyKramer). If you haven't already, please subscribe to our show on iTunes or SoundCloud. For inquiries or more information on the show, email the team at [email protected] or follow @FuturumPodcast on Twitter. To learn more about Futurum Research please visit www.futurumresearch.com. DISCLOSURE: Futurum Research is a research and analysis provider, not an investment advisor. The Futurum Tech Podcast (and all related written notes and materials) is a newsletter/podcast intended for entertainment and informational purposes only. Futurum Research does not provide personalized investment advice and no investment advice is offered or implied by this podcast. ###

Samsung introduced the Note 10. Some were disappointed in the $1000 price point considering there weren't that many improvements, other than the design and a really beautiful new screen. It's safe to say they will most likely be adding incremental improvements over the next 24 months or so. THIS WEEK's FAST FIVE > Microsoft and Samsung partner up. Will they present a challenge to Apple? > Huawei introduces the Harmony OS > Salesforce acquires Click Software > Microsoft and Amdocs expand their existing alliance > Symantec agrees to sell their enterprise security business to Broadcom This week's Tech Bites Winner: Uber is losing money after their highly touted IPO. There is something going on here. The company is continuing to lose money and their stock hasn't completely tanked. How does this even happen? Our Crystal Ball: Microsoft and Samsung have a chance to become a true iMessage competitor. Can they do it? INFORMATION: This Futurum Podcast features Daniel Newman (@danielnewmanUV), Olivier Blanchard (@OABlanchard), and Ron Westfall (RonaldWestfal14). If you haven't already, please subscribe to our show on iTunes or SoundCloud. For inquiries or more information on the show, email the team at [email protected] or follow @FuturumPodcast on Twitter. To learn more about Futurum Research please visit www.futurumresearch.com. DISCLOSURE: Futurum Research is a research and analysis provider, not an investment advisor. The Futurum Tech Podcast (and all related written notes and materials) is a newsletter/podcast intended for entertainment and informational purposes only. Futurum Research does not provide personalized investment advice and no investment advice is offered or implied by this podcast. ###

Elon Musk invested $100M in an organization called Neuralink. Neuralink is building tiny devices that are potentially going to be implanted in our brain. It's a little chip with thousands of wires measuring 1/10th the width of a human hair. Musk is outwardly outspoken about the fact that the size is important because we aren't going to want large chips implanted in our brains, only small chips. Funny or scary? What are the potential impacts to healthcare, humanity and ethics? THIS WEEK's FAST FIVE > Intel finally released details about its 10th generation Ice Lake CPU's, paving the way for the next wave of laptops to hit the shelves this year or next > The U.S. Department of Defense (DoD) plans on awarding their upcoming $10 billion Cloud services contract later this summer. Who will win? > Qualcomm released their latest earnings report > Microsoft Teams Collaboration Platform > Apple wisely makes quick U-turn on Siri Grading Program This week's Tech Bites Winner: The Capital One breach is a terrible, horrible, no good, very bad day for the brand, and just another day of exposure and personal risk for consumers. There's a reason that every major tech brand is focused on cybersecurity: Dell, IBM, Cisco, SAP, and others understand fully that business can't be business as usual if customers are vulnerable to hacks. Cybersecurity now needs to move up the food chain so that it's a top concern from senior management and the boardroom on down. Our Crystal Ball: When will brain implant chips be commercially available? INFORMATION: This Futurum Podcast features Daniel Newman (@danielnewmanUV), Olivier Blanchard (@OABlanchard), and Shelly Kramer (@ShellyKramer). If you haven't already, please subscribe to our show on iTunes or SoundCloud. For inquiries or more information on the show, email the team at [email protected] or follow @FuturumPodcast on Twitter. To learn more about Futurum Research please visit www.futurumresearch.com. DISCLOSURE: Futurum Research is a research and analysis provider, not an investment advisor. The Futurum Tech Podcast (and all related written notes and materials) is a newsletter/podcast intended for entertainment and informational purposes only. Futurum Research does not provide personalized investment advice and no investment advice is offered or implied by this podcast.

If modems are a commodity why did Apple just pay $1B to acquire one? Apple's acquisition of Intel's modem business is not only a bargain cost-wise but a great deal for Apple AND Intel from a focus and control perspective. Apple gains 2,200 high-end engineers ready to take modems to the next level, control over a key component in its iPhone products, and over 17,000 wireless patents, while Intel sheds a product and development line that was an increasingly unprofitable distraction. A predictable fallout of the Apple-Qualcomm litigation settlement, we're surprised it too them this long to pull it off. Apple has a long history of bringing technology in-house, particularly when the availability (or lack of) becomes a risk to its operational delivery, if cost control can improve margins, or if the technology needs to be embedded into other components, rather than just remain a discrete component. Modems fit all three criteria. The question now becomes how, or when, might Apple leverage this new skillset into its broader product lines, from wearables to healthcare and perhaps the automotive/infotainment market? THIS WEEK's FAST FIVE > US to deny tariff relief for Apple Mac Pro parts from China > Johannesburg Ransomeware Attack > T-Mobile and Sprint finally find their holy grail as their merger is approved by the DOJ > How Apple, Microsoft and Foxconn are investing in technology, this time through SoftBank's Vision Fund 2 focusing on AI > Australia's new Algorithm Policing Office seeks to pull back the veil of secrecy on the algorithms Google and Facebook use in their products This week's Tech Bites Winner: Are digital delivery apps stealing their employee's tips? In the latest twist on the app-based service economy it appears that some app companies are using customer's tips to offset their own labor costs. Our Crystal Ball: When will Apple release its own 5G modem in a flagship iPhone? Hint: Pick a year and add one more to be safe. INFORMATION: This Futurum Podcast features Olivier Blanchard (@OABlanchard), Fred McClimans (@fredmcclimans) and Shelly Kramer (@ShellyKramer). If you haven't already, please subscribe to our show on iTunes or SoundCloud. For inquiries or more information on the show, email the team at [email protected] or follow @FuturumPodcast on Twitter. To learn more about Futurum Research please visit www.futurumresearch.com. DISCLOSURE: Futurum Research is a research and analysis provider, not an investment advisor. The Futurum Tech Podcast (and all related written notes and materials) is a newsletter/podcast intended for entertainment and informational purposes only. Futurum Research does not provide personalized investment advice and no investment advice is offered or implied by this podcast.

The recent "Russia is stealing your photos" meme highlights both the fear of data privacy (or just Russians perhaps) and the truth around most app Terms of Service (which nobody ever really reads, do they?). The real issue here isn't Russia (as memes and certain fear-driven news networks might suggest) but the granting of "perpetual, royalty-free" rights to data that we share with *many* popular apps, from "social quizzes" to "here's what I'll look like in 10 years if I ever go missing and you need a picture for the milk carton" craze. And it's not just FaceApp, it's *most* apps. And that poses a challenge for both consumers and brands as they grapple with the future of data privacy (and the economy that a laissez-faire, caveat emptor posture has created). How can we fix this issue? To start, users need to stop using apps they just don't need, and ease up on dubious quizzes and surveys that reveal almost nothing about ourselves except that we like to take meaningless surveys and quizzes. But we also need some responsible legislation, and the California Consumer Privacy Act just might be the ticket. THIS WEEK's FAST FIVE > Huawei phones are likely to still be Androids for a long time, at least according to Huawei execs. We're not sure what that portends for the users of Huawei phones or if Google and the US government intend to continue to put Huawei in the cross-hairs of a tech embargo. But we do know the ongoing US-China trade war isn't likely to stop any time soon and that the US government isn't always firing at the right target. > The very real dangers of deep fake videos go well beyond their initial use to create fake porn. These new AI-infused videos can influence stock prices, elections, careers, and more. And now they can be made using a single image and a technique called one-shot learning. > Twitter is testing new in-tweet labels for how replies, authors and commentators are identified. Yes, there is a problem that needs to be fixed. No, we're not sure this is the right approach. > Amazon says "For $10, let us track you all over the web" and consumers reply "Yay, let's do it!" Futurum's analysts just shake their heads at this one. > Intel falls behind AMD in an interesting twist in the battle for nanometer bragging rights that highlights how Moore's Law just might be circumvented as chip manufacturers finally figure out how to bake the silicon equivalent of a seven-layer cake. This week's Tech Bites Winner: This week we give a much-needed smack to companies that geo-track to excess and those that abuse the technology. In this case that includes Steve Bannon and the GOP who thought the idea of using geolocation data from mobile phones to identify and track voters who visited houses of worship would be a great way to influence an election. Our Crystal Ball: Will the California Consumer Privacy Act actually result in better security for the country? We're hopeful, but far from certain on this one. INFORMATION: This Futurum Podcast features Fred McClimans (@fredmcclimans), Olivier Blanchard (@OABlanchard) and Shelly Kramer (@ShellyKramer). If you haven't already, please subscribe to our show on iTunes or SoundCloud. For inquiries or more information on the show, email the team at [email protected] or follow @FuturumPodcast on Twitter. To learn more about Futurum Research please visit www.futurumresearch.com. DISCLOSURE: Futurum Research is a research and analysis provider, not an investment advisor. The Futurum Tech Podcast (and all related written notes and materials) is a newsletter/podcast intended for entertainment and informational purposes only. Futurum Research does not provide personalized investment advice and no investment advice is offered or implied by this podcast.

We live in a world of 100% digital access, but what happens when the "online supply chain" fails and you experience downtime, as we witnessed when Twitter went down in the middle of a (so-called) Social Media Summit at the White House this past week. While this may have been a bit of an ironic inconvenience, the risks and downsides to businesses and enterprises can be significant if they continue to limit "techno-diversity" in their digital ecosystem. THIS WEEK's FAST FIVE > Amazon upgrades its Alexa in-home tech > The latest in autonomous vehicle vision: Lidar breakthrough to finally crush Elon Musk > Amazon launches Upskilling 2025 to upgrade (upskill) its workforce, offering $700m to 100,000 to reach Employee 2.0 > The true price of buying security and surveillance equipment from shady Chinese companies > The law of unintended services: Would you rent a car to take a nap? We uncovered a few people who are doing exactly that. This week's Tech Bites Winner: ZOOM's Zero Day Vulnerability and the risks of video apps you might not know you've turned on, as highlighted by the recent vulnerability (that allowed hackers to turn on web cameras) found in the popular ZOOM video app. It's not the kind of news ZOOM wanted to hear in the wake of their recent IPO success, but they're not alone in this type of risk either. Our Crystal Ball: The surprising growth of PC sales: Is the market really going to grow again? Or will the mobile and tablet market continue to eat away at the venerable desktop/laptop device? Hint: after years of being ignored, the laptop is finally getting the attention — and upgrades — it deserves, from better wireless connectivity options to improved batteries and multi-function designs. INFORMATION: This Futurum Podcast features Daniel Newman (@danielnewmanUV), Fred McClimans (@fredmcclimans) and Olivier Blanchard (@OABlanchard). If you haven't already, please subscribe to our show on iTunes or SoundCloud. For inquiries or more information on the show, email the team at [email protected] or follow @FuturumPodcast on Twitter. To learn more about Futurum Research please visit www.futurumresearch.com. DISCLOSURE: Futurum Research is a research and analysis provider, not an investment advisor. The Futurum Tech Podcast (and all related written notes and materials) is a newsletter/podcast intended for entertainment and informational purposes only. Futurum Research does not provide personalized investment advice and no investment advice is offered or implied by this podcast.