Tag Archives: IoT

AMD, What Are You Doing?

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The past few months haven’t been kind to AMD. First Lisa Su, the first female CEO, ousted Rory Read. Now three leaders have left including the General Manager John Byrnes, CMO Colette LaForce and Chief Strategist Rajan Naik. Furthermore, it’s pretty clear that the remaining two leaders long term leaders, Mark Papermaster CTO and Devindar Kumar were sort of bribed to stay with restricted stock. This is on top of delays in their desktop, graphics, and mobile chipset and layoffs.

I think it’s pretty clear that AMD no longer has a clear strategy. AMD, while I was working there, was starting to put out some cool stuff that could really define the future of computing. Their APUs were best in class and could have been deployed in a lot of really cool applications. However, those never appeared to have materialized and now Intel is starting to attack the SoC market. While Intel’s Iris graphic chipset is way behind AMD in pure power, I think it’s going to play a serious role in the up coming years especially since Intel is leveraging a similar enough design that they are able to use the Open Compute Language that AMD championed.

Another area of concern for AMD fans is that John Byrne, shortly before his departure, announced at CES that AMD was steering clear of the IoT phenomenon. Which I found surprising considering that their strategy, only a year and a half ago, was to conquer the embedded computing space. Since they restructured again, that’s about 4 times in the past 4 years, they have clearly decided to forego that space. The IoT chipsets are likely going to be a disruptive technology to computing. For instance, this computer you can dock and upgrade every year for about $200, while Intel released a full Windows computer on an HDMI stick for $150. In the past I wrote that I thought that the dockable phone that would turn into a full computer would be the long term future, but these are the incremental steps to get us there.

AMD clearly doesn’t see these spaces the future. They are currently looking at where the market is now and not truly planning for the future. I was excited whenever AMD announced the partnership with Gizmosphere hoping it could compete head to head with the Raspberry Pi, but AMD is clearly failing to embrace that movement, since those devices would be powering the IoT and the maker movement. On the otherhand Intel is rushing to embrace these groups and sees these people as the way into attacking Qualcomm, Samsung, ARM, and Apple’s designs.

Low power is going to be vital for the future expecting a smaller and smaller niche of applications. In these applications, excepting graphics chips, AMD is getting crushed. Even in the graphics space AMD is starting to flounder with poor quality, as @NipnopsTV reported with his year old or so 7970 card.

All of these should be a concern for AMD fans. The company is not investing in the disruptive technology hitting their industry, their market cap is only $2.06B and their shares are at $2.66. They may be positioning themselves to get bought or could be at risk for a hostile take over for their IP or pushed into bankruptcy since their IP might be worth more than the company operating as it is. Look at Nortel to as an example where it’s IP was sold for $4.5B while everything else was just ditched.

Could we eventually see a Samsung R290 and a Samsung Kaveri processor? They gobbled up a ton of AMD’s engineers in 2013 definitely could happen.

Book review: Enchanted objects

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In my last post I briefly mentioned the book Enchanted Objects which is an interesting book about how the future of technology might go. I’ll tell you this up front, the book is biased without a doubt. You can tell this from the beginning. That being said, I think the bias is a fair one and not subtle and really, if you’re reading a pop technology book and you don’t expect bias, then you’re kind of an idiot. This book is pretty full of technoptimism, which if that’s you’re thing you’re going to absolutely love this book. I mean, it really gives some great ideas about how to take an ordinary object add an app to it, connect it to the cloud and other devices and it will realyl solve a lot of problems.

I think this is a really great approach for a limited scope of objects. Not to say that the scope of objects is small, but more that it’s limited to the scope of objects. In some ways, it’s small thinking. I don’t think that’s a limitation on the potential. No, David Rose (the Author) actually does a good job making arguments that this could be a massively connected network that could be part of an even larger network. He envisions using enchanted objects to help manage diabetes care in such a way that it continually informs doctors, patients, hospitals, and insurers of the status and well being of the patient. Even so far as to tell the patient what foods to eat when in the event of a diabetic shock.

The big holistic vision is there, but I really can’t but think that a lot of these ideas he covers, Ambient Orb for example, are really first world problem solving tools. His idea around a garbage can that will automatically reorder a good when you throw it out seems to push consumerism rather than conservation (to be fair he does talk about trying to turn the garbage cans in a neighborhood into a game where the “greenest” or smallest waste house wins).

The major problem I see with these enchanted objects, isn’t that there’s a lot of potential to make them, it’s more what is the additional value gained to the consumer by having these enchanted objects? Rose argues that we need to move away from the swiss army type devices, like a tablet which is an attempt to do everything, towards more specialized devices. For example an umbrella that connects to the local weather to glow and recommend taking it with you when you head out the door. I could see some value in this, living in Portland, Oregon, but I hate umbrellas so I’d never use it (too many of them have hit me in the eye, so i think they should all be destroyed). Other people likely will find value in this product. However, is that enough to make you buy the special one, or do you think that you’d just still buy the $10 one that when you lose it, you won’t morn its demise? Maybe a connected umbrella stand would be more appropriate.

I think the biggest problem with this book, isn’t the general idea. I think connected objects will happen and I think there is something of an air of inevitability around them. My largest concern, however, is the lack of concern over safety and privacy within these applications. It’s likely that this umbrella will have to have a GPS radio in it. Which suddenly means, I’m carrying about multiple GPS radios. My phone, my tablet, my umbrella, my watch, and probably my running shoes (so I can share my results on mapmyrun and then Facebook, of course!). All of these devices will likely end up following under the purview of law that will require them to store that data for some amount of time. In many cases, App designers also tend to requet access to a larger portion of a phone or tablet than they strictly need. This opens end users up to greater risk than really neccessary. If I bought a product, shouldn’t that information be under my control? If it’s free how is that company using my data once they requested access for it?

These answers are lacking. I don’t really believe it’s because the author doesn’t think they are important questions. I think he just doesn’t know how to answer them. He actually mentions some of these topics in the book, but doesn’t have a statisfactory answer to them. I would like to see him work with Evgeny Morozov to answer many of these questions. I think then, I’d feel more comfortable purchasing these enchanted objects.

I’d recommend this book to anyone in design, aspiring to be an entrepreneur, or that really loves technology. It’s not as blind in its faith in technology the way that “What technology wants” but it has the right level of optimism to help keep someone that is trying to change the world keep trying and to hopefully make the design of that product just a little bit more magical. I do plan on using what I’ve learned in this book to help with my projects and any sensor based device my wife designs on her side projects.

Overall, I give this book a 4/5