Monday, 19 April 2021

What to expect from Apple’s Spring Loaded event

Surprise! It’s another Apple Event. Gone are the days of getting a few weeks’ notice before these events now that they’re entirely virtual (at least until 2022, most likely). Instead, the company just dropped the news last week.

Thankfully, there have been plenty of rumors leading up to tomorrow’s big event — and perhaps even a few hints in the invite itself. After skipping last year’s spring event, due to cresting COVID-19 numbers in the U.S., the company has grown much more comfortable dropping semi-regular livestreamed events. As ever, we’ll be covering the event as it unfolds, starting at 10AM PT/1PM ET. But here’s what we expect to see, along with the customary high-production-value sweeping-drone transitions.

The closest thing we have to a surefire bet is the arrival of new iPads, keeping in line with what looks to be a finger-drawn image on the invite. Specifically, the iPad Pro is leading the way. The high-end tablet has been rumored to be getting a refresh at some point this season, so no time like the present.

The biggest news is likely to be the addition of a mini-LED display for the 12.9-inch model (a refresh to the 11-inch is coming sometime down the road). Benefits include increased brightness, better battery life and less potential for image burn-in. The tech would arrive in the place of the OLED currently found on iPhone models.

The improved screen technology is said to add a bit of thickness to the design, which otherwise is largely unchanged. Supply constraints could ultimately put a damper on availability, so there’s a possibility that the product could be announced tomorrow, but delayed for a later date.

There’s likely to be a processor update, as well. Rumor has it that the A14X will utilize the same technology that forms the foundation of the M1 chip found on recent Macs. That could, in turn, bring a real big performance bump.

At the other end of the spectrum is the iPad mini. The 8.4-inch tablet would be getting its first major boost in two years. The updates are said to be less pronounced than on the Pro. The classic iPad design language will remain, though the device is said to be getting a performance boost courtesy of new chips. A new Apple Pencil is rumored to be on the way, as well, though details are scarce.

And could this be the event where Apple finally gives the world AirTags? All signs point to “definitely maybe.” After several delays, the company’s Tile competitor is said to finally be arriving. At the very least, the timing makes sense. After all, the company just opened up third-party “Find My” access, along with a bunch of compatible devices. That includes direct competitor, the Chipolo ONE Spot.

Also on the maybe pile is a new Apple TV featuring a Find My compatible remote. That seems like a slam dunk, as one of the most frequently lost products in history. With Apple on a two-year line-wide refresh, some new silicon Macs could be on the list. The most likely candidate? At the moment it seems to be a long-awaited refresh to the iMac line.

 



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Xbox Cloud Gaming beta starts rolling out on iOS and PC this week

The era of cloud gaming hasn’t arrived with the intensity that may have seemed imminent a couple years ago when major tech platforms announced their plays. In 2021, the market is still pretty much non-existent despite established presences from nearly all of tech’s biggest players.

Microsoft has been slow to roll out its Xbox Cloud Gaming beta to its users widely across platforms, but that’s likely because they know that, unlike other upstart platforms, there’s not a huge advantage to them rushing out the gate first. This week, the company will begin rolling out the service on iOS and PC to Game Pass Ultimate users, sending out invited to a limited number of users and scaling it up over time.

“The limited beta is our time to test and learn; we’ll send out more invites on a continuous basis to players in all 22 supported countries, evaluate feedback, continue to improve the experience, and add support for more devices,” wrote Xbox’s Catherine Gluckstein in a blog post. “Our plan is to iterate quickly and open up to all Xbox Game Pass Ultimate members in the coming months so more people have the opportunity to play Xbox in all-new ways.”

The service has been available in beta for Android users since last year but it’s been a slow expansion to other platforms outside that world.

A big part of that slowdown has been the result of Apple playing hardball with cloud gaming platform providers, whose business models represent a major threat to App Store gaming revenues. Apple announced a carve-out provision for cloud-gaming platforms that would maintain dependency on the App Store and in-app purchase frameworks but none of the providers seemed very happy with Apple’s solution. As a result, Xbox Cloud Gaming will operate entirely through the web on iOS inside mobile Safari.



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Xbox Cloud Gaming beta starts rolling out on iOS and PC this week

The era of cloud gaming hasn’t arrived with the intensity that may have seemed imminent a couple years ago when major tech platforms announced their plays. In 2021, the market is still pretty much non-existent despite established presences from nearly all of tech’s biggest players.

Microsoft has been slow to roll out its Xbox Cloud Gaming beta to its users widely across platforms, but that’s likely because they know that, unlike other upstart platforms, there’s not a huge advantage to them rushing out the gate first. This week, the company will begin rolling out the service on iOS and PC to Game Pass Ultimate users, sending out invited to a limited number of users and scaling it up over time.

“The limited beta is our time to test and learn; we’ll send out more invites on a continuous basis to players in all 22 supported countries, evaluate feedback, continue to improve the experience, and add support for more devices,” wrote Xbox’s Catherine Gluckstein in a blog post. “Our plan is to iterate quickly and open up to all Xbox Game Pass Ultimate members in the coming months so more people have the opportunity to play Xbox in all-new ways.”

The service has been available in beta for Android users since last year but it’s been a slow expansion to other platforms outside that world.

A big part of that slowdown has been the result of Apple playing hardball with cloud gaming platform providers, whose business models represent a major threat to App Store gaming revenues. Apple announced a carve-out provision for cloud-gaming platforms that would maintain dependency on the App Store and in-app purchase frameworks but none of the providers seemed very happy with Apple’s solution. As a result, Xbox Cloud Gaming will operate entirely through the web on iOS inside mobile Safari.



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Apple confirms it will allow Parler to return to App Store

Apple will reinstate Parler on its App Store following its multi-month ban, according to a letter Apple has sent to Sen. Mike Lee and Rep. Ken Buck, which was made public this morning via a post on Congressman Buck’s Twitter. TechCrunch also obtained the letter from Apple directly to confirm. The lawmakers had earlier written to Apple on March 31, 2021 to ask for additional information about why the app, which is heavily favored by conservatives, had been removed from the App Store. Apple’s response explains how Parler violated its policies but said it [Apple] has engaged in extensive conversions with Parler’s team since the app’s removal. It also says Parler’s proposed updates to the app, its content and its moderation practices will allow it to be approved for reinstatement to the App Store immediately update its release.

Apple was one of several tech platforms that banned Parler following the Capitol riot, after it came to light how the app had been used by Trump supporters and other far-right users to call for violence and organize their plans to storm the Capitol. The insurrection left five people dead, more than 140 police officers injured and resulted in hundreds of arrests.

Google and Amazon also quickly banned Parler from their respective platforms after the Capitol riot.

In Apple’s case, the company had first given Parler notice the app would be removed unless the company submitted a content moderation improvement plan. But Parler’s then-CEO John Matze posted to his own Parler account that he would not cave to Apple’s ultimatums and the app, having failed to meet Apple’s requirements, was banned. In the weeks that followed, Matze was fired by Parler’s board, controlled by Republican Party donor Rebekah Mercer.

Parler has been working to obtain re-entry to the App Store since its removal, but those efforts continued to fall short. Bloomberg reported last month, for example, that Parler had submitted new guidelines in February that were insufficient to comply with the App Store rules due to issues with violating content. That letter, addressed to Parler’s chief policy officer on February 25, stated: “There is no place for hateful, racist, discriminatory content on the App Store.”

According to Apple’s new letter, released today, things have changed. It says that Apple has now informed Parler as of April 14, 2021 that its proposed moderation practices will qualify it for reinstatement. The letter, signed by Timothy Powderly, Apple’s senior director of Government Affairs in the Americas, says:

In the period since Apple removed the Parler app from the App Store, Apple’s App Review Team has engaged in substantial conversations with Parler in an effort to bring the Parler app into compliance with the Guidelines and reinstate it in the App Store. As a result of those conversations, Parler has proposed updates to its app and the app’s content moderation practices, and the App Review Team has informed Parler as of April 14, 2021 that its proposed updated app will be approved for reinstatement to the App Store. Apple anticipates that the updated Parler app will become available immediately upon Parler releasing it.

The letter also notes that it did not consult with Google or Amazon in respect to its original decision to remove Parler — a response meant to put to rest the false claims of a coordinated effort between tech giants to silence conservatives.

Apple did not detail what specific changes Parler had agreed to, but earlier this year, the app was still non-compliant with Apple’s guidelines for allowing user profile pictures that featured swastikas and white nationalist imagery, and because it had permitted usernames and posts that were misogynistic, homophobic and racist, Bloomberg said at the time.

Apple’s letter, first reported this morning by CNN, indicates Parler will be approved immediately when submitted.

Apple also told TechCrunch the app’s relaunch time frame will be up to Parler to decide, but offered no additional comment.

Apple Response April 19, 2021 by TechCrunch on Scribd



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Equity Monday: Clubhouse, UiPath, and the crypto flash crash

Hello and welcome back to Equity, TechCrunch’s venture capital-focused podcast where we unpack the numbers behind the headlines.

This is Equity Monday, our weekly kickoff that tracks the latest private market news, talks about the coming week, digs into some recent funding rounds and mulls over a larger theme or narrative from the private markets. You can follow the show on Twitter here and myself here.

First, our news roundup from last week was probably the most fun I’ve had in a few months, so make sure to catch up on that if you haven’t. That said, here’s a rundown of what we got into on the show this morning:

  • The new Clubhouse round has us thinking about what is a good venture-style bet, and what isn’t. At least you can’t fault the Clubhouse crew for not having conviction.
  • UiPath raised its IPO range, as expected.
  • There’s an Apple event this week, which caused us to wonder why more startups aren’t competing with the giant.
  • Cryptos have recovered from the flash crash, which had us thinking.
  • Druva raised $147 million as TechCrunch will report later today, and Razorpay raised even more capital at a newly refreshed valuation.
  • Finally, DoNotPay had some news, but it’s corporate ethos proved even more interesting.

The week is here, everyone! It’s Monday! We can do this!

Equity drops every Monday at 7:00 a.m. PST, Wednesday, and Friday at 6:00 AM PST, so subscribe to us on Apple PodcastsOvercastSpotify and all the casts!



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General Motors leads $139 million investment into lithium-metal battery developer, SES

General Motors is joining the list of big automakers picking their horses in the race to develop better batteries for electric vehicles with its lead of a $139 million investment into the lithium-metal battery developer, SES.

Volkswagen has QuantumScape; Ford has invested in SolidPower (along with Hyundai and BMW); and now with SES’ big backing from General Motors most of the big American and European automakers have placed their bets.

“We are beyond R&D development,” said SES chief executive Hu Qichao in an interview with TechCrunch. “The main purposes of this funding is to, one, mprove the key material, this lithium metal electrolyte on the anode side and the cathode side, and, two, to improve the scale of the current cell from the iPhone battery size to the size that can be used in cars.”

There’s a third component to the financing as well, Hu said, which is to increase the company’s algorithmic capabilities to monitor and manage cell performance. “It’s something that we and our OEM partners care about,” said Hu.

The investment from GM s the culmination of nearly six years of work with the big automaker, said Hu. “We started working with them in 2015. For the next three years we will go through the standard automation approval processes. Going from ‘A’ sample to ‘B’ sample all the way through ‘D’ sample,” which is the final testing phase before commercial availability of SES’ batteries in cars.

While Tesla, the current leader in electric vehicle sales in America, is looking to improve the form factors of its batteries to make them more powerful and more efficient, Hu said that the chemistry isn’t that different. Solid state batteries represent a step change in battery technology that makes batteries more powerful, easier to recycle, and potentially more stable.

As Mark Harris wrote in TechCrunch earlier earlier this year:

There are many different kinds of SSB but they all lack a liquid electrolyte for moving electrons (electricity) between the battery’s positive (cathode) and negative (anode) electrodes. The liquid electrolytes in lithium-ion batteries limit the materials the electrodes can be made from, and the shape and size of the battery. Because liquid electrolytes are usually flammable, lithium-ion batteries are also prone to runaway heating and even explosion. SSBs are much less flammable and can use metal electrodes or complex internal designs to store more energy and move it faster — giving higher power and faster charging.

What SES is doing has brought the company attention not just from General Motors, but from previous investors including the battery giant SK Innovation; the Singapore-based, government-backed investment firm, Temasek; the venture capital arm of semiconductor manufacturer, Applied Materials, Applied Ventures; the Chinese automaking giant, Shanghai Auto; and investment firm, Vertex.

“GM has been rapidly driving down battery cell costs and improving energy density, and our work with SES technology has incredible potential to deliver even better EV performance for customers who want more range at a lower cost,” said Matt Tsien, GM executive vice president and chief technology officer and president, GM Ventures. “This investment by GM and others will allow SES to accelerate their work and scale up their business.”

  



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Friday, 16 April 2021

Peloton responds to concerns over Apple GymKit integration

Third-party hardware integration can be a tricky thing. Peloton this week raised some eyebrows by dropping Apple GymKit compatibility for its Bike Bootcamp program. Users were, naturally, quick to react. The situation left some wondering whether the move was a direct response to Apple’s recent entry into the home exercise market with Fitness+.

A Peloton spokesperson offered the following statement to TechCrunch, “Apple GymKit is designed to work with equipment-based cardio workouts. However, Peloton recently implemented GymKit with Bike Bootcamp, a multi-disciplinary class type that combines strength and cardio, which the feature does not support. Members can still use GymKit to sync their cycling-only workouts to their Apple Watch from the Bike+.”

The comment appears to reflect one of the bigger issues with its initial GymKit implementation. Designed with the gym in mind, Apple’s program engages with specific exercise equipment. In other words, use the integration on the treadmill and the Watch specifically goes to work tracking run metrics. Use it with a bike and it tracks cycling.

A program like Bike Bootcamp complicates things, adding to the mix things like weightlifting. Likely that didn’t quite mesh with the third-party guidelines around GymKit implementation. The bigger issue for Peloton owners is that GymKit was a primary distinguisher between the standard Peloton bike and the Bike+ — two products with a $500 gulf between them.

Truth is, for now at least, working together is still a net positive for both parties. Apple may have its own fitness platform, but Peloton has a huge footprint — one that likely has significant overlap with Apple Watch users. GymKit may have been developed with gyms in mind, but people haven’t visited the gym much in the past year, and there’s a reasonable expectation that the industry might never entirely bounce back.

For Peloton’s part, it’s probably good to play nice with the company that utterly dominates the smartwatch category.

 



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