Deja vu: the Tesla Model 3 and the iPhone

I’m clearly not the only one to have a feeling of deja vu when reading the coverage of, and commentary about, Elon Musk’s launch of his Model 3.

Here, for example, is Tim Stevens:

I didn’t live-blog last night’s Model 3 event at the Tesla Design Studio in Hawthorne, California, mostly because there wasn’t anywhere to sit and type. I did my best to do the same effect via Twitter and the reaction was…well, it was pretty amazing. It was unlike anything I’ve experienced this side of an iPhone launch. (A real iPhone launch, that is, not down-sized rehash.)

I don’t need to iterate the parallels between an iPhone launch and the Model 3 launch, but I will anyway.

First there was the endless speculation and anticipation, the frantic forum debates arguing the veracity of various dubious sources. Then came the supposed leak which, of course, proved completely bogus. There were the lines, the self-perpetuating wave of preorder hysteria and, finally, the exclusive event with throngs of cheering attendees — plus a gaggle of mostly bitter journalists eyeing each other suspiciously in fear of a missed exclusive.

To call it deja vu would be an overstatement, but Thursday night’s Model 3 unveiling was unlike anything I’ve felt since the last time I heard the phrase “one more thing” uttered on the stage at a certain campus in Cupertino, California. Actually, I found last night’s Model 3 unveiling far more engaging.

The commentary about the car has also been eerily evocative of the commentary that followed Steve Jobs’s launch of the first iPhone in 2007. Here, for example, is the venerable Financial Times, pointing out the problems and challenges that lie ahead:

Yet annual sales of pure electric cars still total a mere 550,000, a fraction of a per cent of the global fleet. There are still big barriers to overcome before they can become mainstream: battery technology has not improved as quickly as hoped; charging takes time; and other issues such as cars’ resale value would become more pressing if they become more popular.

If he succeeds in creating a buzz around electric vehicles and bringing them into the mainstream, he will be performing a public service.

Scaling up production will already be a test of Tesla’s business model and its finances. It is alone in making almost all its own components and selling direct to consumers, a strategy that soaks up cash. The affluent enthusiasts that bought its earlier high-end models were tolerant of delays, but those who purchase the Model 3 may be less able to wait if there are similar hitches — especially since any significant delay could mean they were unable to take advantage of US government subsidies that are due to be phased out.

All true, of course. But what I remember most about 2007 was how dubious many people (including yours truly) were about the Apple device. I mean to say: the mobile phone industry was a mature global industry, dominated by one huge company (Nokia) and a few sizeable ones (Motorola, Blackberry, et al); Apple had no experience in that market — a market that was dominated by the carriers, not the manufacturers; battery life was poor and you couldn’t even replace the battery, for God’s sake; there was no real keyboard; the screen was too small to give a satisfactory browsing experience; etc., etc.

All true too. And yet, all wrong, or at any rate irrelevant — because it turned out that none of that mattered once you realised that you could SSH into the damn thing.

Why the Apple vs. the FBI case is important

This morning’s Observer column:

No problem, thought the Feds: we’ll just get a court order forcing Apple to write a special version of the operating system that will bypass this security provision and then download it to Farook’s phone. They got the order, but Apple refused point-blank to comply – on several grounds: since computer code is speech, the order violated the first amendment because it would be “compelled speech”; because being obliged to write the code amounted to “forced labour”, it would also violate the fifth amendment; and it was too dangerous because it would create a backdoor that could be exploited by hackers and nation states and potentially put a billion users of Apple devices at risk.

The resulting public furore offers a vivid illustration of how attempting a reasoned public debate about encryption is like trying to discuss philosophy using smoke signals. Leaving aside the purely clueless contributions from clowns like Piers Morgan and Donald Trump, and the sanctimonious platitudes from Obama downwards about “no company being above the law”, there is an alarmingly widespread failure to appreciate what is at stake here. We are building a world that is becoming totally dependent on network technology. Since there is no possibility of total security in such a world, then we have to use any tool that offers at least some measure of protection, for both individual citizens and institutions. In that context, strong encryption along the lines of the stuff that Apple and some other companies are building into their products and services is the only game in town.

Read on

The Wille E Coyote effect

Benedict Evans is at the huge annual mobile phone gabfest in Barcelona. On his way he wrote a very thoughtful blog post about the world before smartphones, and why Nokia and Blackberry didn’t see their demises coming.

Michael Mace wrote a great piece just at the point of collapse for Blackberry, looking into the problem of lagging indicators. The headline metrics tend to be the last ones to start slowing down, and that tends to happen only when it’s too late. So it can look as though you’re doing fine and that the people who said three years ago that there was a major strategic problem were wrong. You might call this the ‘Wille E Coyote effect’ – you’ve run off the cliff, but you’re not falling, and everything seems fine. But by the time you start falling, it’s too late.

That is, using metrics that point up and to the right to refute a suggestion there is a major strategic problem can be very satisfying, but unless you’re very careful, you could be winning the wrong argument. Switching metaphors, Nokia and Blackberry were skating to where the puck was going to be, and felt nice and fast and in control, while Apple and Google were melting the ice rink and switching the game to water-skiing.

I love that last metaphor.

In a way, it was another example of Clayton Christensen’s ‘innovator’s dilemma’. It’s the companies that are doing just fine that may be most endangered.

It’s a great blog post, worth reading in full. Also reminds us that mobile telephony was much more primitive in the US than it was in Europe (because of the GSM standard over here), and that Steve Jobs and co really hated their ‘feature’ phones as primitive devices. Evans sees something similar happening now with cars. It’s no accident, he thinks, that tech companies (Apple, Google) are working on cars. Techies hate cars in their current crude manifestations, whereas the folks who work in the automobile industry love them. Just as Nokia engineers once loved their hardware.

What the FBI vs Apple contest is really about

Wired nails it

But this isn’t about unlocking a phone; rather, it’s about ordering Apple to create a new software tool to eliminate specific security protections the company built into its phone software to protect customer data. Opponents of the court’s decision say this is no different than the controversial backdoor the FBI has been trying to force Apple and other companies to build into their software—except in this case, it’s an after-market backdoor to be used selectively on phones the government is investigating.

The stakes in the case are high because it draws a target on Apple and other companies embroiled in the ongoing encryption/backdoor debate that has been swirling in Silicon Valley and on Capitol Hill for the last two years. Briefly, the government wants a way to access data on gadgets, even when those devices use secure encryption to keep it private.

Yep. This is backdoor so by another route. It’s also forcing a company to do work for the government that, in this case, the government wants to do but claims it can’t. This will play big in China, Russia, Bahrain, Iran and other places too sinister to mention.

The FBI’s argument that the phone is vital for its investigation Seems weak. They already know everything they need to know, and the idea that the San Bernardino killers were serious ISIS stooges seems the prevalence of mass shootings in the US, and the say they conformed to type. What’s more likely is that the agency is playing politics. They’ve been arguing for yonks that they simply must have back doors. The San Bernardino killers presented them with a heaven-sent opportunity to leverage public outrage to force a tech company into conceding the backdoor principle.

No matter what you get up to in bed, there’s an app for it. Apparently.

This morning’s Observer column about the obsession with ‘datifying’ our bodies.

There are two kinds of people in the world: those who are obsessed with the datafication of their bodies and those who are not. I belong to the latter category: the only thing that interests me about my heart is that it is still beating. And when it isn’t I shall be past caring. But if the current craze for wearable devices such as fitness trackers is anything to go by, I may soon find myself a member of a despised minority, rather like cigarette smokers, whisky drinkers and followers of David Icke…

Read on

The Viking who is taking on Silicon Valley


Terrific Financial Times profile of Margrethe Vestager, the EU’s Competition Commissioner, who is really getting up the noses of Silicon Valley’s overlords. Because of public hostility to the craven deal that HMRC negotiated with Google over back-taxes, many people here will be rooting for her. (She’s said that she is prepared to examine the deal.) But if her probe into Apple’s weird tax arrangements with the Irish government results in a colossal back-tax bill for the company, then we will really have moved into new territory.

For one thing, it’ll unravel a crazy system of international tax laws that dates back to 1928. And it’ll open all kinds of worm-cans — Amazon pretending that it’s based in Luxembourg; Facebook, Apple, Microsoft and Google pretending they’re based in Dublin; and so on. And of course the US will be mightily pissed off. Not bad for the daughter of two Lutheran pastors. Just as well that she’s a tough cookie. The FT profile has a nice story about her time as Deputy Prime Minister of Denmark. An opposition spokesman complained in Parliament that her proposed spending plans were “small”.

“Some think it is a rather small plan,” she retorted, with a mischievous grin. “But I am a bit cautious about trusting any judgments on size from men, and perhaps — but this might be a woman’s perspective — I am more interested in the effect.”

The “has Apple peaked?” meme is back. Sigh.

But some horse-sense from Farhad Manjoo :

If Apple is now hitting a plateau, it’s important to remember that it’s one of the loftiest plateaus in the history of business. The $18.4 billion profit that Apple reported on Tuesday is the most ever earned by any company in a single quarter.

Yep. If this is failure, then I’d like some of it, please.