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Apple TV's 4K Future | Bob Cringely | I, Cringely

Apple TV's 4K Future | Bob Cringely | I, Cringely | Surfing the Broadband Bit Stream | Scoop.it

On June 8th at the Apple World Wide Developer Conference (WWDC), CEO Tim Cook will reportedly introduce a new and improved Apple TV. For those who live under rocks this doesn’t mean a television made by Apple but rather a new version of the Apple TV set top box that 25 million people have bought to download and stream video from the Internet. But this new Apple TV — the first Apple TV hardware update in three years — will not, we’re told, support 3840-by-2160 UHD (popularly called 4K) video and will be limited to plain old 1920-by-1080 HD. Can this be true? Well, yes and no. The new Apple TV will be 4K capable, but not 4K enabled. This distinction is critical to understanding what’s really happening with Apple and television.

First we need to understand Apple’s big number problem. This is a problem faced by many segment-leading companies as they become enormous and rich. The bigger these companies get the harder it is to find new business categories worth entering. Most companies, as they enter new market segments with new products, hope those products come to represent at least five percent of their company’s gross revenue over time. The iPhone, for example, now drives more than 60 percent of Apple’s revenue. Well the Apple TV has been around now for a decade and has yet to approach that five percent threshold, which is why they’ve referred to the Apple TV since its beginning as a hobby.

Let’s say Apple sells five million Apple TVs per year at $79 wholesale for gross hardware revenue of just under $400 million annually. While $400 million sounds like a lot, for a company with Apple’s fiscal 2014 sales of $182 billion, it’s at best a rounding error, if that — just over two tenths of a percent of total sales. So in an MBA textbook sense the Apple TV wasn’t (and isn’t) worth doing. The business simply isn’t big enough to bother.

But this is Apple, a company that loves to redefine product categories. And by definition every new product category starts at zero. So if Apple wants to start anything truly new it will have to start small, which it did with the Apple II, Macintosh, iPod, iTunes, iPhone, iPad, and the Apple TV.

Everybody knows a new Apple TV is coming but the press reports to date have had very few details other than the fact that the box won’t support 4K. You know Apple had to deliberately leak that one detail for some strategic reason. So why introduce a new Apple TV at all if the performance being asked of it (decoding H.264 1080p video) hasn’t changed?


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Surfing the Broadband Bit Stream
Everything about Broadband Policy, Network Infrastructure, Voice, Video and Data Services, Devices and Applications for Managing our Planet
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Technology Shorts April 2024 | by Doug Dawson | POTs & PANs

Technology Shorts April 2024 | by Doug Dawson | POTs & PANs | Surfing the Broadband Bit Stream | Scoop.it
Scientists continue finding ways to make computers faster and better. Today’s blog talks about three interesting developments in computing technology. Universal Computer Memory. The holy grail of computing memory has been universal computer memory that can replace the current need for both short-term and long-term memory in the computing process. An article published in Nature…
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Fiber wasn’t always the darling: Remembering Google Fiber and FiOS | by Linda Hardesty | FierceNetworks.com

Fiber wasn’t always the darling: Remembering Google Fiber and FiOS | by Linda Hardesty | FierceNetworks.com | Surfing the Broadband Bit Stream | Scoop.it
There are high hopes for fiber broadband in 2024 and beyond But fiber has a history of punishing big companies Verizon’s early foray | Verizon was the first company to really stick its neck out by building fiber via its FiOS project.
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Initial funding for digital equity plans is available. But how do states plan to use it? | by Chris Teale | Route-Fifty.com

Initial funding for digital equity plans is available. But how do states plan to use it? | by Chris Teale | Route-Fifty.com | Surfing the Broadband Bit Stream | Scoop.it
Some have identified creative solutions to address affordability, digital skills and accessibility issues. But one approach—reliance on the federal internet subsidy that is about to expire—could force some states back to the drawing board.
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Can States Pick Up the End of ACP? | by Doug Dawson | POTs & PANs

Can States Pick Up the End of ACP? | by Doug Dawson | POTs & PANs | Surfing the Broadband Bit Stream | Scoop.it
FCC Chairwoman Jessica Rosenworcel made it clear recently that the FCC is not willing to tackle funding for the ACP plan that is expiring in May. She estimated that the FCC would have to add something like $9 to every broadband bill in the country to fund the ACP plan. But there is another alternative.…
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FCC urged to reconsider USF stance in net neutrality order | by Nicole Ferraro | LightReading.com

FCC urged to reconsider USF stance in net neutrality order | by Nicole Ferraro | LightReading.com | Surfing the Broadband Bit Stream | Scoop.it
Trade groups including NTCA and Incompas are pushing the FCC to amend its draft net neutrality order to essentially delay, not forbear, applying USF contribution requirements to broadband providers.
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AT&T FWA Subscribers Surpass Expectations | by Jake Neenan | BroadbandBreakfast.com

AT&T FWA Subscribers Surpass Expectations | by Jake Neenan | BroadbandBreakfast.com | Surfing the Broadband Bit Stream | Scoop.it
The company also reported low mobile churn despite network outages and a data breach.
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Rural Broadband Is Expensive Today | by | Doug Dawson |POTs & PANs

Rural Broadband Is Expensive Today | by | Doug Dawson |POTs & PANs | Surfing the Broadband Bit Stream | Scoop.it
One of the trends that is a concern for ISPs is plans by State Broadband Offices to force BEAD winners to charge low rates for broadband. I understand some of the rationale behind these attempts. One argument for lowering rates is that the government is paying a big portion of the cost of building the…
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Announces New Impact Fund With Support From Microsoft To Tackle Appalachia’s Digital Divide | by LaShawn Williamson | ConnectHumanity.fund

Announces New Impact Fund With Support From Microsoft To Tackle Appalachia’s Digital Divide | by LaShawn Williamson | ConnectHumanity.fund | Surfing the Broadband Bit Stream | Scoop.it
Connect Humanity Announces New Impact Fund With Support From Microsoft To Tackle Appalachia’s Digital Divide
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Opening Briefs Challenge FCC's Digital Discrimination Rules in Eighth Circuit Court Case | by Jericho Jasper | BroadbandBreakfast.com

Opening Briefs Challenge FCC's Digital Discrimination Rules in Eighth Circuit Court Case | by Jericho Jasper | BroadbandBreakfast.com | Surfing the Broadband Bit Stream | Scoop.it
Landlords, broadband contractors, and housing sector groups may have their arguments considered in a supplement submitted Monday.
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John Malone Quits Director Emeritus Role at Charter Amid Antitrust Concerns | by Daniel Frankel | NextTV.com

John Malone Quits Director Emeritus Role at Charter Amid Antitrust Concerns | by Daniel Frankel | NextTV.com | Surfing the Broadband Bit Stream | Scoop.it
The Clayton Act says Malone’s serving simultaneously on the boards of Charter and Warner Bros. Discovery is a no-no
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A National Security Insider Does the Math on the Dangers of AI | by Lauren Goode | Wired.com

A National Security Insider Does the Math on the Dangers of AI | by Lauren Goode | Wired.com | Surfing the Broadband Bit Stream | Scoop.it
Jason Matheny, CEO of the influential think tank Rand Corporation, says advances in AI are making it easier to learn how to build biological weapons and other tools of destruction.
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Can the FCC’s Net Neutrality Rules Survive the Major Questions Doctrine?  | by Ted Hearn | BroadbandBreakfast.com

Can the FCC’s Net Neutrality Rules Survive the Major Questions Doctrine?  | by Ted Hearn | BroadbandBreakfast.com | Surfing the Broadband Bit Stream | Scoop.it
Justice Brett Kavanaugh is on record as saying net neutrality is unlawful.
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Major Providers Take Home More Than Two Thirds of Pennsylvania CPF Grants | by jake Neenan | BroadbandBreakfast.com

Major Providers Take Home More Than Two Thirds of Pennsylvania CPF Grants | by jake Neenan | BroadbandBreakfast.com | Surfing the Broadband Bit Stream | Scoop.it
The state awarded $204 million for expanding broadband infrastructure.
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T-Mobile, EQT unveil fiber JV, with plans to acquire Lumos | by Masha Abarinova | Fierce-Network.com

T-Mobile, EQT unveil fiber JV, with plans to acquire Lumos | by Masha Abarinova | Fierce-Network.com | Surfing the Broadband Bit Stream | Scoop.it
T-Mobile and EQT announce joint venture to expand the carrier’s fiber broadband footprint As part of the deal, the companies will acquire Mid-Atlantic FTTH provi | T-Mobile will invest $950 million in the joint venture to acquire a 50% equity stake as well as Lumos’ existing fiber base.
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Wireless device harvests environmental energy for battery-free IoT | by Scarlett Evans | UrgentComm.com

Silicon Labs, a wireless technology developer, has launched a new series of wireless system-on-chip (SoC) devices for battery-free, energy-harvesting applications.

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The future of the net neutrality fight | by Steven Overtly with help from Brendan Bordelon, Mohar Chatterjee and Derek Robertson | Digital Future Daily | POLITICO.com

The Federal Communications Commission has been tussling for roughly two decades over regulations that require internet service providers to treat all web traffic equally. And next week, the battle enters a new round.

 

Chair Jessica Rosenworcel will lead her fellow Democrats to impose the rules, known as net neutrality, for the third time. A court overturned them when a Democratic-controlled FCC first voted to put them in place in 2010. Democrats revamped the rules and passed them again in 2015 — only for Republicans to repeal them two years later.

 

Tom Wheeler, a Democrat who chaired the FCC from 2013 to 2017, says the technology underpinning the fight has evolved since the panel last took up the issue. Whereas in his time the debate centered on social media, streaming video and mobile apps, now he sees artificial intelligence playing a dominant role.

 

I spoke with Wheeler for an episode of the POLITICO Tech podcast, which you can subscribe to on Apple and Spotify. The following excerpt has been edited for length and clarity, so check out the full interview here.

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Cord Cutting Continues in 2023 | by Doug Dawson | POTs & PANs

Leichtman Research Group recently released the cable customer counts for the largest providers of traditional cable service at the end of 2023. LRG compiles most of these numbers from the statistics provided to stockholders, except for Cox and Mediacom – they now combine an estimate for both companies. Leichtman says this group of companies represents…
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The Future of US Internet: City-Run Broadband, Satellite Web and Subsidies | by Abrar Al-Heeti | CNET.com

The Future of US Internet: City-Run Broadband, Satellite Web and Subsidies | by Abrar Al-Heeti | CNET.com | Surfing the Broadband Bit Stream | Scoop.it
For Americans who can't get high-speed internet, myriad efforts by cities, new technologies and public programs are bridging the gaps.
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For millions of Americans, high-speed internet is unavailable or unaffordable − a telecommunications expert explains how to bring broadband to the places that need it the most | by Chris Ali | TheC...

For millions of Americans, high-speed internet is unavailable or unaffordable − a telecommunications expert explains how to bring broadband to the places that need it the most | by Chris Ali | TheC... | Surfing the Broadband Bit Stream | Scoop.it
Affordable access to high-speed internet brings educational opportunities, economic development and better access to health professionals.
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Did Rosenworcel Make Changes to the Net Neutrality Draft Rules? | by Ted Hearn | BroadbandBreakfast.com

Did Rosenworcel Make Changes to the Net Neutrality Draft Rules? | by Ted Hearn | BroadbandBreakfast.com | Surfing the Broadband Bit Stream | Scoop.it
FCC Chairwoman Rosenworcel spent the last three weeks fielding various entreaties.
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FTC Enrages Corporate America by Eliminating Non-Compete Agreements | by Matt Stoller | BIG | Substack.com

FTC Enrages Corporate America by Eliminating Non-Compete Agreements | by Matt Stoller | BIG | Substack.com | Surfing the Broadband Bit Stream | Scoop.it
The Federal Trade Commission took action to prohibit employment contracts that stop employees from working for rivals. Then it was immediately sued by the son of a famous Supreme Court Justice.
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Report tracks incidents and costs occurring during broadband installation | by Ann Treacy | Blandin on Broadband

Report tracks incidents and costs occurring during broadband installation | by Ann Treacy | Blandin on Broadband | Surfing the Broadband Bit Stream | Scoop.it
Minnesota Public Radio talked to Jake Schwitzer, the executive director of North Star, an organization that released a brief last week that looks at damage caused when during broadband installation. Specifically, the report found… Underground telecommunications installation is a leading cause of damage to buried infrastructure in the state. Underground telecommunications installation is damaging essential lines…
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FCC Fines AT&T and NextLink for Communicating During CAF II Auction | by Jake Neenan | BroadbandBreakfast.com

FCC Fines AT&T and NextLink for Communicating During CAF II Auction | by Jake Neenan | BroadbandBreakfast.com | Surfing the Broadband Bit Stream | Scoop.it

WASHINGTON, April 23, 2024 – The Federal Communications Commission fined AT&T and AMG Technology Investment Group on Monday for communicating about bidding strategies during the Connect America Fund Phase II auction.

 

The companies had appealed their penalties when the agency first signaled them in 2019, but the FCC was not convinced. AT&T will have to pay $75,000 while AMG is on the hook for $100,000.

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TikTok ban expected to become law, but it's not so simple. What's next? | by Bobby Allyn | WBUR.org

TikTok ban expected to become law, but it's not so simple. What's next? | by Bobby Allyn | WBUR.org | Surfing the Broadband Bit Stream | Scoop.it
The Senate is poised to pass the bill the House advanced over the weekend. President Biden is set to sign it. From there, TikTok says the battle will move to the courts.
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NTIA Releases Digital Equity Funding | by Doug Dawson | POTs & PANs

NTIA Releases Digital Equity Funding | by Doug Dawson | POTs & PANs | Surfing the Broadband Bit Stream | Scoop.it
The NTIA recently announced $811 million in funding for digital equity that is available for States and Territories. This round of funding is part of the $1.44 billion Digital Equity Capacity Grant program of money that will go to States to administer digital equity grant programs. $60 million of this fund was allocated to States…
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