Posts

On Apple — iOS, Android, Samsung

June 30th, 2013

Daniel Eran Dilger wrote a rather lengthy analysis (albeit with a misleading title) of the current state of iOS vs. Android and Apple, Google, Samsung. Here are some pivotal points I want to highlight.

It’s now easier to understand why for a company that was never gone, Apple sure is back.

  1. Android is regarded a omniscient deity that gets credit for everything positive that ever happens without also getting blamed for all of the ugly cruelty and suffering in the world. Apple is more like the scientist who cures cancer, only to hear complaints of “why didn’t you do that last year?” and “so you’re not going to cure my obesity? What a jerk!”

  2. Android is being swallowed by mediocrity so rapidly that it today looks more like an 8 year old Windows XP in 2009 than Windows XP actually looked in 2009. This is particularly remarkable given that Android is really only 4 years old.

    […] Android is fractured not only in software but also in hardware capabilities, from the display to the screen technology down to the GPU cores.

  3. Google even spent $12.5 billion to acquire Motorola, the leading Android hardware failure, to prove that Microsoft’s Zune strategy doesn’t work even if you buy the Toshiba behind it.

  4. Just as with the half decade of tepid updates of Apple’s System 7, Google has largely just rolled in features invented by hobbyist users. There’s no apparent strategy (outside of NFC, which is failing without iOS support) and no effort to jump the platform ahead of the game by inventing anything spectacularly new.

  5. In fact, the only way to make Android look competitive against iOS is to bundle in a huge segment of feature phones under the now meaningless term “smartphone,” and ignore profitability and platform success in order to focus only on unit shipments.

  6. Also like the Old Apple, Google is wasting its resources on a 7 inch tablet that users aren’t buying in sustainable volumes because it has no specific function and what it does do is sort of half baked and has rough edges. Google is successfully copying Apple, but it’s copying the wrong decade.

  7. Rather than serving some grandiose “open” purpose, the primary thing Windows and Android have done is to hide incompetence, reward failure and transfer intellectual property from an inventor to a pool of manufactures with myopic vision and waning creativity. They do this by forging a coalition between huge volumes of garbage products and a tiny minority of modern, decent products.

  8. For starters, iOS 7 looks new. It also looks different, and involves lots of novel ideas nobody has really used before in a mobile OS.

    […] That bright white backgrounds are difficult to copy on OLED screens (where white draws more power than black, as opposed to LEDs where backlighting is always required; this is why the Zune/Windows Phone is so overwhelmingly back). That thin fonts require typographical expertise and Retina Displays. That translucency requires A4 processing power, and that motion controls require a 6-axis gyroscope.

    […] Put together, it sure looks like Apple is simply following its long term business plan of identifying advanced, enabling technologies and packaging them together in ways that communicate value for users.

If you want to read more about Apple and Google, read my own analysis of the mobile landscape, the war and future of both these companies.

The nature of our computer simulated universe

June 29th, 2013

“If our universe is a computer simulation then Deterministic Finite Automata are to it what particles are to physics models.”

This very thought has me bugging lately a lot. I first tweeted it on June 4. I couldn’t help but think of this simile.

Until now, our pivotal model to explain and understand our world and the universe is the physics model. Since the advent of computers, though, with breakthroughs in software, logic and mathematics, some scientists argue that we have signs (but no conclusive proof yet) that our universe might be a computer simulation after all. And by extend, physics laws would be simple parameters that affect the simulation. In other words, “the rabbit hole goes deeper, Alice.” In fact, there might be infinite universes simulations, with infinite different ‘settings’ combinations and so forth and so on.

Key task for us is to prove this notion (its validity or inaccuracy) and understand how it actually works. I have not complete knowledge of this scientific domain but my gut tells me that, if in fact our universe is a simulation, then DFAs are to it what particles are to physics models. Mainly because such a universe would be completely deterministic (and as Donald Knuth said to me, “[…] and, as a result, we lose our free will“), hence these very small deterministic machines would be, I think, at its core.

The beauty of this idea is it initiates a debate around the intersection of its philosophical roots: logic, mathematics, physics, and philosophy itself. What do you think?

Running a finance startup: The tech setup, what apps we use

June 17th, 2013

In February I cofounded with a dear friend of mine a new (still in stealth) startup focused in finance. Since then we’ve achieved remarkable growth (101% in our total assets, 25% in a new fund in under three months, and more) which we wouldn’t be able to if we had not streamlined our operations with a handful of great tools and web services.

I thought it’d be interesting to share our setup since it can benefit everyone who’s doing a startup — not only finance ones.

Here’s what we use.

Ransquawk

Bloomberg terminals are still quite expensive for us but for breaking news, market talk, current events and other impactful things, Ransquawk delivers. We do recommend.

Ransquawk

Twitter Lists and Tweetdeck

Additionally (and before we learned about Ransquawk) we have built our very own custom news desk using Twitter. Having curated several private lists ranging from finance media, reporters, and politicians to global, breaking news, hedge fund managers and newswires, we’ve essentially made our very own 24/7 news terminal running on 27″ monitors. Eyes wide open for news and market talk. We’re using Tweetdeck as a Twitter client because it suits perfectly for this job.

Twitter and Ransquawk setup
Tweetdeck and Ransquawk setup (the white horizontal box—unfortunately due to camera focus cannot be adequately depicted.) Sorry for the blurness.

See it in action here (Instagram video).

Hipchat

iMessages are good for casual chatting but when you scale to multiple devices and heavy usage they fail miserably. Messages are getting mixed up, there are delivery problems and general frustration. That’s why we’ve switched over to Hipchat. Great tool featuring web, desktop, and mobile clients. There are a few problems (for example with Push notifications) but the overall experience (for such usage) is definitely not terrible compared to iMessages.

FaceTime and Skype

For breaking, important stuff FaceTime does the job because it’s directly built within iOS and OS X; it always rings, you don’t have to have the app running. Skype is perfectly fine for everything else. And since we’re not based in the same country it’s essential to have reliable and free communication. (Also now that I’m running the iOS 7 Beta and Skype doesn’t work, FaceTime is awesome and saves the day.)

Mail.app’s VIP feature

This is hands-down the greatest email feature everyone’s built. Select a few selected people from your contacts list and you’ll receive email notifications only from them. It makes you sane again from notifications overload and you can distinguish between an email’s importance via the subject line directly from the lock screen.

Google Drive (ex-Docs), Calendar

Collaborative document editing is important for us and Google Docs, née “Drive”, is extremely useful and easy to use through the web app. We use Calendar to schedule our Skype meetings in our iOS and OS X’s Calendar clients.

Dropbox

Although we use Drive for collaborative document editing, we store all our files in Dropbox. Somehow it feels a lot more stable, robust and, well, better. Especially after the recent updates with instant public link generation. Totally love it.

News iPhone Apps

Bloomberg, Financial Times, Naftemporiki, StockTwits and Ransquawk are the iOS news-oriented apps we use. Bloomberg has a great iOS line-up with embedded live TV, news and more. Quite handy when using the iPad as an external monitor as a TV feed.

If you’re in the finance industry what apps do you use and rely upon? I’d love to hear about them and find new ones. I hope this is a useful list for every startup in spite of niche — leave a comment if you think I missed something or you want to share something you use and is awesome for other startups.

The company that never left is back on its game

June 11th, 2013

Designed by Apple in California

This year I made an experiment. I wouldn’t read any WWDC/iOS leaks and rumours posts — especially if they were about the new design aesthetics of iOS 7. Somehow I felt Apple wasn’t exciting anymore and I wanted to see if I could prove myself wrong.

So there I was yesterday, eagerly streaming the WWDC Keynote and trying to understand my reactions about Apple’s new products based on different factors like competition, Apple itself, Ive’s track record, and more. Paradoxically, there was no “Is this the way Steve would do it?” — I didn’t expect such a response in the first place. Steve is gone, his legacy is here, but it’s up to us to move forward.

Apple is exciting again — that’s my WWDC take-away. Exciting not in a Google-esque sense, but in a more profound way. I still love Glass and appreciate Google’s moonshots but Android is, even now, behind iOS and if it weren’t for data —Google Now— and the contextualization of it, it’d be even more. Apple made it clear that it’s the only dominant player when it comes to amazing hardware and software. “Can’t innovate any more, my ass.

Not only dominant but also the only skilled enough when it comes to design, aesthetics, details, performance and meaning. If you read between the lines Apple doesn’t try after all to compete with Google. It’s clear, now, that Cupertino is by far better on everything (sans the web infrastructure—we’re getting there) compared to Mountain View. Still a trailblazer.

Apple is different.