Google cancels plans to destroy Android
By The Friday Checkout
Summary
## Key takeaways - **Google backs down on Android sideloading ban**: Google will allow experienced users to install unverified apps through a new 'advanced flow' after pushback against its controversial verification feature. [00:20], [00:54] - **Valve's Steam devices challenge Windows and x86**: Valve's new Steam Machine and standalone VR headset, running Steam OS on ARM chips, could significantly challenge Windows and Intel/AMD's x86 dominance. [01:16], [02:38] - **E-bike market faces post-COVID crash**: Leading e-bike company Rad Power Bikes warns of a possible shutdown due to a sudden drop in consumer demand and challenges from tariffs and the macroeconomic landscape. [04:13], [04:31] - **Apple's luxury accessories spark pricing conspiracy**: Apple's high-priced iPhone accessories, like the $230 iPhone Pocket, may be a strategy to maintain a premium brand image while keeping mainstream products relatively affordable. [06:24], [06:43] - **AI faces copyright challenge over song lyrics**: A German court ruled that ChatGPT violated copyright law by learning from song lyrics without permission, potentially impacting the AI business model. [09:15], [09:21]
Topics Covered
- Google's Android app verification: A necessary evil?
- Valve's new devices challenge tech giants
- The ebike bubble bursts: Post-COVID demand shocks
- Apple's premium pricing strategy: A deliberate distraction?
- AI copyright battles: A threat to the AI business model?
Full Transcript
Hey, happy Friday. This week, Google
walks back on wanting to kill
sideloading on Android. Valve announced
a bunch of things that are a huge
challenge to the tech industry, and
ebikes are in a really bad place.
Welcome to the Friday checkout.
This video was sponsored by Brilliant.
Okay, for my first story of the week,
Google is starting to roll out early
access for its most controversial
feature in a while. This would force
verification by Google for Android app
developers, whether they distribute
their apps through their Play Store or
outside of it through other channels.
This has caused a lot of push back from
people who said that it would completely
kill sideloading and also give Google
complete control over what can and
cannot be installed on an Android phone.
But Google says that there's now going
to be a way out. Quote, "While security
is crucial, we've also heard from
developers and power users who have a
higher risk tolerance and want the
ability to download unverified apps.
Based on this feedback and our ongoing
conversation with the community, we're
building a new advanced flow that allows
experienced users to accept the risk of
installing software that isn't verified.
Now, we don't know what this flow would
look like just yet, but by the sound of
it, there's going to be a whole lot of
pop-ups and scary sounding language to
make sure that the only people who
actually go through this are people who
feel comfortable with it, which
honestly, if it's executed well enough,
could be a reasonable trade-off. Okay,
and for my second story of the week,
Valve announced a new set of devices.
And while at first glance this just
appears to be a bunch of really great
gear for gamers, I think these devices
also have the potential to reshape the
computing industry more broadly in two
big ways. To start with, there is a new
Steam machine, which is essentially a
gaming console, except it's running
Steam OS. So, it's basically also a full
Linux desktop under the hood, and you
can also install whatever software you
want on it. Then, there's also a new
Steam controller, which looks pretty
neat, and also comes with a wireless
puck that elegantly also charges your
controller when you drop it on top. And
finally, there's also the Steam Frame,
which is a VR headset with inside out
tracking. It can stream games wirelessly
from a computer, but it's also a
standalone headset with its own ARM chip
capable of running games directly,
including even x86 games written for
Windows and then emulated on the
headset. So, right away, those are just
some very cool devices, but they also
challenge the existing tech industry in
two key ways. First, traditional game
consoles typically sell in the tens of
millions. And if Steam Machine does that
well, then there's a real possibility of
tens of millions of regular everyday
people ending up with a very capable
Linux desktop machine right in their
homes. That on its own would already be
a very meaningful challenge to Windows.
But second, the VR headset is also a
Steam OS machine running Steam OS itself
on an ARM chip, which means that Valve
is also simultaneously challenging
Intel's and AMD's dominance with x86.
And if Valve's emulation for x86 to ARM
is as good as their emulation for
Windows to Linux was, then this would
make the adoption of ARM chips on
desktops a lot easier, too. The company
has already said that ARM has potential
for Steam OS handhelds, laptops, and
more. So, in the future, more of their
devices might ditch x86 as well. Just a
couple of years ago, winel was still the
major kind of dual monopoly of the tech
industry, and Vault is challenging both
of those at the same time. Pretty
exciting. Now, devices like these new
Steam machines require incredible
engineering on both the hardware and the
software front. And if understanding how
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for my third story of the week, the
ebike revolution is looking increasingly
shaky. You've probably heard of Red
Power Bikes by now as they're America's
leading ebike company based out of
Seattle. And as they've collected over
$300 million in funding, which at one
point propelled them to a unicorn
status, but now their leadership is
warning that they're apparently facing a
possible shutdown all of a sudden. The
firm says that they quote did not
anticipate the sudden drop in consumer
demand from COVID era peaks and that in
addition, they're also seeing challenges
in the form of tariffs and the
macroeconomic landscape, meaning that
the company likely imports a lot of
their stuff. Red Power Bikes maintains
that things are not quite over just yet.
But the postcoid disruptions also hit
the other two ebike darlings, Vanmof and
Cowboy, which also ran out of money
earlier. And overall, this is quite a
worrying trend for the industry. Vanov
has apparently found the way out of
their situation. Cowboy is hopefully in
the process of doing just that right now
as well. And so hopefully red bikes can
also come out of their hole. But yeah,
things are not looking great. Moving on
to our release monitor. This week, even
reality launched their updated pair of
smart glasses called the G2. They start
at $599. they still look incredibly
slick for a pair of smart glasses. And
they claim that their new display is
much larger and sharper, that there's
IP67 water and dust resistance. And also
that there's a new $249 ring that is
simultaneously an input device and also
a kind of fitness tracker, more or less
like an Aura ring. Now, $850 bucks
combined for both is very expensive
overall for a set of devices that are
still extremely limited, but at least
they look cool, I guess. Next, DJI
launched the Neo2, their upgraded mini
4K drone that is designed to follow you
around with simple hand gestures. As you
would expect, there's significantly
better image quality and smarter
controls. Though, my favorite detail was
that the ad constantly said, quote,
"Professionals do not attempt under any
shot taken with the drone that actually
looked remotely cool." Like, I'm pretty
sure that doing action stuff is why you
need a drone like this in the first
place, not for walking around at home.
Anyway, next, Insta 360 launched a
pretty wild set of accessories for the
Action 2, including a fairly elaborate
cage, multiple attachable lenses, such
as what looks like an anamorphic and a
fisheye option, plus also, and I kid you
not, a little photo printer that turns
this action camera into kind of a
Polaroid. Crazy. Then, fairly unexpected
was Apple releasing the iPhone Pocket,
which is a set of iPhone accessories. I
guess these are made in collaboration
with some fancy Japanese designer and
the long one costs $230 while the short
one that you wear kind of like a handbag
costs $150. That is quite something. My
conspiracy theory by the way is that
every now and then Apple will release a
product like this like the the sock
right that we've just seen or also the
the wheels for the Mac Pro for example.
They're just so obviously outrageously
overpriced. And I think the reason why
Apple does this is because their
mainstream products like the iPhone, the
MacBook Air, or whatever, they're not
actually like that much more expensive
than the competition by today's
standards. And so Apple still wants you
to think of them as a really premium,
fancy upscale brand. And the way that
they do this is they they release this
these products that everyone keeps
talking about and where the prices are
just so outrageously high that people
associate them with like luxury and and
being super super expensive, but then
the mainstream products don't actually
have to cost that much and they can be
affordable for like many many people.
This is my conspiracy theory. Anyway,
meanwhile, a more reasonable offer is No
Man's new metal version of their Apple
Find My compatible card. It pretends to
look like a regular credit card and it
lets you locate your wallet. It can
recharge on any chi or Macsafe charger
and it lasts up to 16 months on a single
charge. That's pretty impressive and
it's available with some pre-order
discounts starting at 39 bucks. And last
in our release monitor is SanDisk's new
SSD that is so small that you can just
plug it into your laptop and leave it
there. The capacity goes up to 1 TB for
about 120 bucks and you can get transfer
speeds up to 400 megabytes per second.
That is not exactly super fast but might
be fast enough for many use cases. As
usual, the links to all the newly
announced products are in the
description. And now let's move on to
the brief. Famous leaker Evan Blast says
that Samsung's next big device will
officially be called the Galaxy Z
Trifold. He confirmed that the three
panels will have a thickness of 3.9, 4,
and 4.2 mm, meaning the device will be
thinner on one end than on the other.
And he also said that there'll be a 200
megapixel camera, a 5,400 mAh battery,
and a Snapdragon chip. Now, the battery
sounded pretty small to me given the
large screen, but I also looked up the
Huawei Mate XT, their triple full
device. That one has a 5,600 mAh unit.
So, I guess this is just more or less
how much you can fit into this form
factor for now. Next, Horizon Steel
Frontiers was announced as an MMO RPG,
meaning that you'll soon be able to slay
everyone's favorite gigantic robot
dinosaurs together with your buddies,
World of Warcraft style. They somehow
only announced a mobile version of the
game so far, though, which is extra
weird given that this is originally a
PlayStation franchise. But well, then an
update that will make many people
unhappy is that Amazon is apparently
cracking down on illegal streaming on
its Fire TV Stick by blocking apps from
being installed that are linked to
piracy. They're essentially blocking
siloing among other things on both new
and old devices. So if you're relying on
a Fire Stick for doing something like
that, you might have to look for some
alternative. Then in legal news, CHGPD
violated copyright law by learning from
song lyrics. This is what a German court
has ruled this week. And this could end
up being dangerous for the AI business
model if it is upheld. Open AI was
ordered to pay damages to the artists
whose songs they trained their AI on
without permission. Though, of course,
they're going to appeal. And so, I don't
think this is quite over just yet. And
then talking of AI, Google introduced
what it calls private AI compute. This
is basically the same idea as Apple's
private cloud compute and it essentially
allows Google to upload your sensitive
data for advanced AI processing into
their cloud and then to use special
techniques like remote at the station
and encryption on a special w of cloud
server that they say is designed so that
your data is available quote only to you
and no one else not even Google. Of
course it's impossible for you to know
what happens on a server that you don't
actually have access to but it's an
interesting idea I guess. And then
here's news that was actually announced
last week, but I somehow missed. By
2030, NexCloud says that they'll invest
over €230 million in ways that should
help digital sovereignity. Nexcloud is
the biggest open-source alternative to
something like Microsoft 365 or G Suite
that anyone can host wherever they want.
And they say that their business has
been booming in the last few years. They
claim that since the beginning of the
year, interest in NextCloud has tripled
and that historically the company has
grown its bookings 50 to 70%
year-over-year. Better yet, NexCloud
aims to achieve this growth without
venture capital or other funding as the
company that is based in Germany is
already profitable. That's a pretty big
deal. All right, don't forget to check
out Brilliant for free and also get 20%
off an annual premium subscription if
you choose to get one. And I'll see you
next Friday. Bye.
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