Google I/O 2019: highlights

General

• Focus on privacy.

AI

• Launches AI Impact Challenge ($25M)
• Demos Project Euphonia (understand the speech-impaired)
• Improves Google Assistant (10x faster, to be added to Waze)
• Expands Duplex to web (assistant for making restaurant or hairdresser reservations)
• Improves Lens & adds to Google Maps

Android

• Passes 2.5b active devices
• Launches Android Q (beta #3; incl Project Mainline: deliver important code changes to specific internal OS components directly from Google Play)
• Plans parental controls
• Adds Live Caption for real-time subtitles
• Works with Qualcomm on API improvement for 5G

Android TV

• Enables one-click subscribing
• Reaches 140 pay-TV operator integrations, 60% of smart TV manufacturers uses Android TV, total 1k content providers & 5k apps.

Devices

• Launches Pixel 3a (5.6 inch, $400) & 3a XL (6 inch, $480), Nest Hub Max (10 inch screen, video camera, $230)
• Considers foldable device
• Rebrands Home Hub to Nest Hub (drops price to $130, expands to 12 more countries)

AR

• To add AR to Google Maps (for Pixel users)
• Google Search results in 3D AR

Privacy

• Adds incognito mode to Google Maps

Search

• To add podcasts

Spectrum holdings and caps in the Netherlands

Spectrum holdings in the Netherlands, with caps for future auctions in 2020 (700, 1400, 2100) and 2022 (3500).

		Available	Cap		Current holdings					Maximum biddable
			40%		KPN	VZ	T-Mobile	Total		KPN	VZ	T-Mobile
700	paired	60						0
800	paired	60			20	20	20	60
900	paired	70			20	20	30	70
Total		190	76		40	40	50	130		36	36	26
1400	unpaired	40						0
1800	paired	140			40	40	60	140
2100	paired	120			40	40	40	120
2600	unpaired	60			30	0	30	60
2600	paired	130			20	60	50	130
Total		490			130	140	180	450		66	56	16
3500		290						0
Total		290	116		0	0	0	0		116	116	116
TOTAL		970	388		170	180	230	580		218	208	158

Amazon break-down: e-commerce, web services, renewable energy, Kuiper Systems

Amazon really has only two platforms: e-commerce and web services (with some links between them, such as Prime).

On each, it is continually expanding, including wholesale services.

Renewable energy could be a third, esp. when it opens for third parties, turning Amazon into an energy provider.

Kuiper Systems seems a long shot, but potentially turning Amazon into a global ISP.

Platform

E-commerce

goods

ordering

distribution centers

delivery

shipping

physical stores

Web services

AWS

Media services

3rd Party services

Voice assistant

Amazon Chime

Amazon Pay

Renewable energy

Kuiper Systems