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This chart from Bessemer Venture Partners shows how far a basket of "cloud" stocks has fallen from their peak. The cloud index tracks 37 publicly traded companies. The cloud companies are still outperforming the broader market since 2012, but the trend doesn't look great. 
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Last year, it took a shot at creating its own pseudo mobile operating system with Facebook Home, an Android app that replaced your home screen with a pretty stream of photos and updates from your Facebook feed. It was a dud. Then there were the series of separate mobile apps like Poke, Camera, and Paper that have largely failed to resonate with people. Most seem to be happy with the regular Facebook app, Instagram, and Facebook Messenger.
But at today's F8 developers conference, Facebook unveiled some new tools that will give Facebook a deeper level of control over your phone, no matter what kind of device you use.
The most important one is called App Link, a tool that developers can use to help their apps and websites talk to each other. To use Facebook's example, imagine looking up a movie review on your phone on the mobile Rotten Tomatoes site. Well, what happens if you want to use the Fandango app to buy tickets to that movie? As things stand now, you'd have to close out your browser, launch the Fandango app, and then search for the movie again. With App Link, the Rotten Tomatoes developers would be able to provide you with a link that lets you jump right into the movie's ticket page in the Fandango app. In theory, it's seamless. That process is also called deep linking, and it's been a messy problem for app developers until now. Apple, Google, and Microsoft don't make it very easy for developers to use deep linking on their respective mobile operating systems. App Link is open for any developer to use, so over the next few months you can expect to see more and more of your apps start playing nicely with each other.
Philippe J DEWOST's insight:
What you offer often tells what you (want to) control.
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C’est décidé, Sigfox va continuer l’aventure en solo. Alors que plusieurs repreneurs potentiels se sont manifestés, Ludovic Le Moan, qui a fondé cette start-up en 2009 à Toulouse Labège avec Christophe Fourtet, préfère accélérer sa croissance pour bâtir un champion technologique français. Il vient de recruter Anne Lauvergeon comme présidente du conseil pour incarner cette ambition. Avec plus de 200.000 éléments connectés sur son réseau (panneaux publicitaires, conteneurs de déchets, compteurs de gaz, centrales d’alarmes...), Sigfox est déjà le premier opérateur de l’Internet des objets hors réseaux cellulaires traditionnels (2G,3G, 4G). Les fondateurs viennent de lever 15 millions d’euros, portant le total des fonds collectés depuis le début à 27 millions d’euros (auprès d’Intel Capital, Partech, Elaia, IDinvest, Bpi France, IXO). Le chiffre d’affaires, 3 millions d’euros en 2013, devrait être compris entre 8 et 10 millions cette année.
Philippe J DEWOST's insight:
Un investissement (d'Avenir) du Fonds Ambition Numérique (souscrit par la Caisse des Dépôts et géré par bpifrance)
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Pascal Cagni est un spécialiste d’économie numérique européenne. Il a mis en œuvre une approche innovante dans le déploiement de produits et de services révolutionnaires. Recruté par Steve Jobs au début des années 2000 en tant que Directeur général et VP Apple Europe, Moyen-Orient, Inde et Afrique (EMEIA), il a été durant 12 ans à la tête d’une région de 130 pays dont le revenu est passé de 1,2 milliard de dollars à plus de 37 milliards de dollars. Après un début de carrière en tant que consultant chez Booz & Co, il a rejoint Compaq Computers, a crée Software Publishing France (SPC) et conduit Packard Bell NEC à la place de numéro un du marché européen des PC grand public.
Philippe J DEWOST's insight:
"Unexpected Sources of Inspiration" - Great USI lineup. Proudly sponsored by Caisse Des Dépôts. See you there ? Hurry because it is almost fully booked.
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Just when the world was ready to bury Apple, the company delivered a strong beat on revenue, earnings per share, and, perhaps most important, iPhone sales. Let's get right to the big numbers everyone cares about: Revenue: $45.6 billion, up 4% year over year, versus $43.6 billion expected by analysts.EPS: $11.62, up 15% year over year, versus $10.16 expected by analysts.iPhones: 43.7 million, up 17% year over year, versus 37.7 million expected by analysts.iPhone ASP: $596 versus $610 expected by analysts.iPads: 16.35 million, down 16% year over year, versus 19.7 million units expected by analysts.iPad ASP: $465 versus $430 expected by analysts.Macs: 4.1 million versus 4.03 million expected by analysts.iPods: 2.76 million versus 2.99 million expected by analysts.Gross Margin: 39.3% versus 37.7% expected by analysts.Q3 Revenue: $36 billion to $38 billion versus $38.1 billion expected by analysts.Apple also announced a 7-for-1 stock split, and an increase in its buyback program and dividend.
Philippe J DEWOST's insight:
Even regarding the iPad hitting a (hard) wall : "He said it's the fastest-growing product in Apple's history. Apple has sold 210 million iPads since launch, which is almost double the iPhone at the same point in its life. He also said that it's seven times what the iPod was at this point in its life. He said customer satisfaction was 98, which is unheard of. He said it's 95% of the U.S. education market. It's in virtually all of the Fortune 500 companies. He says engagement is off the charts and well ahead of Android. And so, if you look at the iPad from that perspective, it's still a strong, healthy business and it has a bright future, says Cook. He still thinks the tablet will surpass the PC in the coming years, and he thinks Apple is positioned to benefit."
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Nous vous donnons rendez-vous le 30 avril de 9h30 à 11h30 à l’IRT SystemX pour un séminaire sur le thème « Open Compute Project : une opportunité pour l’industrie du numérique en France et en Europe ? » SystemX reçoit Jean-Marie VERDUN, Président de Splitted-Desktop Systems (SDS) et membre d’Open Compute, et Fayçal BOUJEMAA, responsable de la recherche & développement chez Cloudwatt, qui présenteront les axes de recherches actuellement pris par la fondation Open Compute Project (OCP), sa stratégie en Europe, et l’opportunité que cette communauté Open Compute peut représenter dans vos activités académiques et industrielles. Le projet OpenCompute est la déclinaison matérielle du monde de l’Open Source dans le logiciel. Ce projet s’axe autour d’une fondation à but non lucratif financée et créée par les géants de l’industrie (Facebook, Microsoft, Intel …) dans l’objectif de soutenir l’innovation au travers de collaborations ouvertes et internationales sur la base de spécifications ouvertes de matériel.
Philippe J DEWOST's insight:
Tout ce que vous avez toujours voulu savoir sur OCP sans jamais oser le demander... C'est le 30 Avril matin à l'IRT SystemX. (Pour les autres il y a toujours http://j.mp/opencompute-SDS )
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Le classement Red Herring Top 100 Europe permet de mettre en lumière quelques entrepreneurs et entreprises innovantes à fort potentiel. L’équipe Red Herring a été parmi les premières à détecter des sociétés telles que Facebook, Twitter, Google, Yahoo, Skype, Salesforce.com, YouTube et eBay – entreprises qui ont su radicalement modifier nos façons de vivre et de travailler. En 2014, le classement Red Herring Top 100 Europe comporte 18 entreprises françaises innovantes lauréates : Adways, BIONEXT, CROSSJECT, DynAdmic, FAMOCO, Hospitalweb,MADGIC, Maeglin Software, MANGOPAY, mobiLead, Movea, Nanoplas , Nexway, PayTop,Teads, Teevity, Weroom and Withings. « Sélectionner les entreprises à fort potentiel, vecteurs de rupture et de croissance, n’est jamais une tâche aisée », a déclaré Alex Vieux, éditeur et CEO de Red Herring. «Nous avons étudié plusieurs centaines de candidatures à travers l’Europe et, après beaucoup de réflexions et de débats, réduit la sélection à 100 d’entre elles. Chaque année, la compétition devient de plus en plus difficile. mobiLead a su démontrer une vision originale, une grande capacité d’innovation et une mise en œuvre efficace – éléments qui définissent parfaitement les critères de sélection des lauréats au concours Red Herring Top 100. »
Philippe J DEWOST's insight:
Félicitations à Laurent Tonnelier de la part d'un ancien lauréat :-)
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As many as 55 people of the 70-person hardware team, part of the larger Digital Sport division, were let go on Thursday, according to CNET's source. It seems obvious that Nike would jump out of the hardware game right now, with the upcoming iWatch on its way, as well as wearable Android devices, such as Samsung's Gear Fit, flooding the market.
Philippe J DEWOST's insight:
Things of the Internet happening in the Internet of Things
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It sounds like Nervana won’t be aiming for the kind of hardware that every small and medium-sized business would buy. Rather, the company is thinking about handling vast quantities of data. “Deep learning has emerged as the leading technique for finding structure in very large data sets, and Nervana Systems’ specialized hardware will do this at a new level of scale to meet growing demands, Rao said in a statement. Other vendors aspire to handle hard computing work at scale, too. Nevertheless, some smart investors seem convinced of Nervana’s opportunity. The startup’s funding comes from Allen & Co., SV Angel, Adithya Agrawal, Y Combinator president Sam Altman, Eric Baker, Scott Banister, Farzad Khosrowshahi, Expedia chief executive Dara Khosrowshahi, Ali and Hadi Partovi, Geoff Ralston, Dropbox vice president of operations Ruchi Sanghvi, and Owen Van Natta.
Philippe J DEWOST's insight:
Hardware is neither dead nor a commodity
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Google just reported its first-quarter results for 2014, with revenue of $15.4 billion and earnings per share of $6.27. Google missed on both its top and bottom lines, which is likely what quickly drove the stock down immediately about 6%. Google had previously closed up 3.75% at the closing bell. During the first quarter, Google's cost-per-click, the average price it charges advertisers, declined about 9%. Paid-click growth increased, but by only 26%. Historically, it's been up about 30% in good quarters. In other words, the growth in aggregate paid clicks on Google search ads is slowing. Analysts noticed that, and began asking about revenue "deceleration" on today's conference call. That's a dread word at Google, which first discussed the previously unthinkable notion that Google might not continue growing at breakneck pace forever in November 2012.
Philippe J DEWOST's insight:
Missing in action.
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Au total, la demande a dépassé 107 millions d’euros – dont plus de 85 millions pour l’offre réservé aux investisseurs institutionnels, et 22 millions pour celle réservée aux particuliers - soit plus de cinq fois le montant initial proposé, le prix d’introduction de l’action ayant été fixé à 19,38 euros.
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La prochaine révolution informatique à grande échelle a démarré à partir du projet OCP (Open Compute Project), démarré en 2011 par Facebook avec le soutien notamment de Microsoft et Goldman Sachs (saviez-vous que cette banque dispose de sa propre équipe d'ingénieurs en charge de concevoir leurs serveurs?) qui ont pour objectif d’être au matériel ce que l’open source est au logiciel. Il s’agit de repartir des besoins des clients finaux et de désintermédier les fabricants (OEM) de serveurs comme HP, Dell ou Lenovo en certifiant directement des configurations matérielles adaptées au client et à ses objectifs de coûts.
Philippe J DEWOST's insight:
Comme le dit Cole Crawford, Directeur Executif de la Fondation Open Compute, "Splitted Desktop is in a critically unique position within Europe. They have led the charge in driving Open Compute technologies into the region. We will be relying heavily on Jean Marie and his team to produce and promote the world's most efficient computing environments".
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Avec l’obtention ces jours-ci du permis de construire, les travaux de rénovation de la Halle Freyssinet, confiés à l'architecte Jean-Michel Wilmotte, pourront démarrer fin juillet prochain. La livraison de cet incubateur d’entreprises numériques de 33.747 m⊃2; est prévue pour fin 2016.
Philippe J DEWOST's insight:
Le plus grand poulailler du monde :-) #FrenchTech
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People are apparently leaving fliers on Tesla cars in San Francisco, warning drivers that owning a Tesla means they are involved in "organized crime." The flier accuses Tesla of "manipulating Congress" and questions the safety of lithium ion batteries. "Lithium ion batteries blow up if they get wet or bumped," the flier reads. "They have already burned planes, cars, homes & children. There have been tens of thousands of lithium ion battery fires & explosions. Tesla's (sic) have over 7000 "non-automotive designed" batteries in each car, that means over 7000 chances of having a catastrophic fire." The flier also speculates that Google is a "silent partner" of Tesla's.
Philippe J DEWOST's insight:
Weird. Detroit driven ?
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As demand for its cloud computing services continues to grow, sources say Amazon is trying to design its own server chips. Based on a job listing and a series of LinkedIn updates, it looks like it could be eyeing the ARM architecture for those chips. The online retailer and cloud giant has hired several chip engineers who used to work at Calxeda, the former ARM-based server startup out of Austin, Texas that shut down last year, including the former Calxeda CTO. It also has a few job listings for its Silicon Optimization team based in Austin, Texas that call for microprocessor design expertise, including one for a “CPU Architect / Micro-Architect.” Amazon declined to comment on its plans; actually, a spokeswoman said, “We don’t comment on rumors or speculation.” Don’t worry, we’ll make sure to ask Amazon’s CTO Werner Vogels (pictured) about these plans at our Structure event in June. However, several sources in the Austin chip community have been discussing the impact of Amazon’s decision to swoop in and recruit engineers after Calxeda shut down in December, curious about whether or not Amazon planned to follow other webscale businesses Google and Facebook in trying to build their own silicon.
Philippe J DEWOST's insight:
Hardware is not dead... Entering the hardware race yet requires muscles and above all talent. And as I pointed as early as 2 years ago, ARM is still an interesting option.
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From 29 April you can use your mobile to make person-to-person payments. As phones with debit-card style chips are planned, cash, plastic, even wallets could be redundant Via Huy Nguyen Trieu
Philippe J DEWOST's insight:
Bye bye plastic ?
Huy Nguyen Trieu's curator insight,
April 26, 2014 10:37 AM
This is a VERY good summary by the Guardian of the next roll outs for mobile payments by banks and telcos in the UK. If implemented correctly, it means that : p2p payments through mobile phones will be free (for individuals) and handled by banks. If you don't live in the UK, there is a payment system called Faster Payment (free, allows almost immediate transfer from person to person, usually online/phone) which is very widely used/
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Desktop revenue was up barely on an annual basis but is a dramatically declining portion of Facebook's entire business. It's basically flat — and there are no signs of recovery : desktop usage has never gone above its 2012 peak.
Philippe J DEWOST's insight:
Mobile first. And very interestingly low ARPU levels.
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U.S. broadband giant AT&T could roll out 1Gbps fiber-optic service to up to 21 new metropolitan areas, including Atlanta, Chicago, Los Angeles, San Francisco and San Jose, California, the company said Monday.
The company's rollout of its U-verse broadband with GigaPower service will also include television service. AT&T had previously announced plans to build ultra-fast broadband in Austin and Dallas in Texas and in Raleigh-Durham and Winston-Salem, North Carolina.
The company will work with local leaders and groups to discuss ways to bring the ultra-fast broadband service to communities, the company said in a press release. Communities that have suitable network facilities, and show the strongest investment deals, based on anticipated demand and the most receptive policies, will influence the company's selections, AT&T said.
Philippe J DEWOST's insight:
1 Gb/s is the new frontier. Google paved the way and now it's expanding. Sony's network in Tokyo even tops 2Gb/s though I wonder how many users actually have the appropriate Ethernet or WiFi interface to deal with such a throughput.
In France Orange is rolling out 500 Mb/s down / 200 Mb/s up which is not too bad. I currently enjoy 300 down / 50 up at home already.
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As Apple is about to release its latest quarterly numbers, new questions arise about the iPad’s “anemic” growth. The answer is simple – but the remedies are not. The iPad isn’t growing anymore. What happened? In anticipation of Apple’s latest quarterly numbers – they’ll be announced on April 23rd – the usual prerelease estimates swirl around the Web. You can find Yahoo’s summary of analysts’ estimates here; Paul Leitao’s Posts At Eventide provides a detailed and tightly reasoned history and forecast for the March 2014 quarter. The consensus is that for the company as a whole, there won’t be any surprises: Apple will meet the guidance stated in its January 27th earnings call. Revenue will be down, as befits the quarter following the Christmas shopping frenzy, but profit per share (EPS) will be up a bit. Boring. With one glaring exception:
Philippe J DEWOST's insight:
Interesting piece echoing an old blog post I wrote 4 years ago while CEO at imsense — http://j.mp/views-iPad
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Microsoft explains how Cortana was created and what makes her so different from Google Now and Android .../... "We focus a little bit more on contextual triggers that we think people will actually understand. We always talk about 3 triggers—we talk about time, we talk about location and we talk about people. Those are the triggers people get. Let’s just focus on a set of things that are going to be of high utility and limit the number of triggers so that people can understand what the system is capable of.
For us is a notion of personality. When we look at Google, they’ve made some pretty clear decisions. It’s about getting you quickly and efficiently to Google’s services. It’s not about personality. There’s just something really delightful that makes people smile about having an anthropomorphic personality inside this assistant. We studied this a lot and looked at people’s reaction in labs; it just makes people smile. It also opens up this type of trust relationship we talk a lot about.
Google has got a decision to make around how they’re going to create a personality"
Philippe J DEWOST's insight:
It's seems to be all about context and personality... Wait : what are Apple, Google and Microsoft personalities ?
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The technology revolution that is transforming finance - by Huy Nguyen Trieu
Philippe J DEWOST's insight:
A must read blog for FinTech / Disruptive Finance, by a former CEO turned into a friend. Brilliant. Enjoy !
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Greg Christie, a senior engineer at Apple, revealed to the Wall Street Journal that Steve Jobs gave his team an ultimatum back in February 2005: Come up with some big ideas for the iPhone within two weeks or lose the project to another group. Christie’s team would go on to innovate some of the more iconic features of the iPhone, like its “slide to unlock” feature and its integrated music player. It’s hard to remember this today, when we’re surrounded by touchscreen smartphones and tablets, but before the iPhone, few were thinking about touchscreen user interfaces. He described the team working on the original iPhone’s software as “shockingly small” and noted that they “banged their head against the wall” to figure out a way to make text messages look more conversational, rather than a mere list of text. But as Christie’s team made headway and Jobs began obsessing about the project, it became clear they were making progress. Most intriguing to hardware geeks, Christie showed the setup his team used to build the first version of iOS: A plastic touchscreen connected to an aging Mac G3 (which mimicked the first iPhone’s slow processor), which was codenamed “Wallaby.”
Philippe J DEWOST's insight:
I do like the setup and the Harman/Kardon soundsticks... (disclosure : we too used Mac G3 at Ukibi)
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In 2009, Farhan Thawar joined mobile development firm Xtreme Labs as VP of Engineering. At the time, it handled accounts for some of the biggest brands in the world — a roster including the largest social networks and popular sports organizations. And they all had one thing in common: They all sensed the urgency to break into mobile in a big way.
Philippe J DEWOST's insight:
Couldn't agree more
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Google Play worldwide downloads now exceed iOS App Store downloads by around 45%, driven by growth in emerging markets. Russia and Brazil have been on the rise for some time now, but Mexico and Turkey also had a strong influence on Google Play downloads in Q1 2014.The iOS App Store remains comfortably ahead in worldwide revenue, generating about 85% more revenue than Google Play. This gap narrowed over the last quarter though, as Google Play revenue increased markedly in the United States and United Kingdom.China was the key market for iOS App Store growth, showing exceptional gains in both downloads and revenue. iOS App Store revenue in China grew around 70% quarter-over-quarter.Games remained the key category driving growth in both app stores. However, there was also growth in categories outside of Games. Tools saw gains in Google Play revenue, dominated by anti-virus and security apps. On iOS, Finance grew in revenue during tax season in the United States.Messaging apps remained a huge growth area, contributing to the gains for the Communication category on Google Play and Social Networking on iOS.
Philippe J DEWOST's insight:
It's all about Volume vs. Value
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Why Does A Connected Toothbrush Matter?
Today, we brush our teeth without knowing how well we're brushing. Are we reaching all the zones in our mouth? Are we brushing long enough? While we might get feedback from our dentist during our once or twice a year visits, how do we know whether we’re brushing correctly the rest of the time? Kolibree has combined the most advanced sensor technology which DETECTS WHERE YOU'VE BRUSHED AND WHETHER YOU'RE MISSING IMPORTANT PARTS OF YOUR MOUTH - with fun games to keep adults and kids motivated to brush properly. The result? Important usage data means that you have the FEEDBACK to brush better, spending less money on expensive but avoidable dental procedures.
Philippe J DEWOST's insight:
Kolibree, a very smart investment to avoid future dentist expenses. Just pledged for mine, hurry up, demand is stacking fast.
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Fog is clearing yet outlook is shaky