Internet

Google Photos

Google Photos is an amazing product. After Search, Gmail,(Google Drive; there is legitimate competition from Dropbox & MS) and Youtube, Google Photos is the next billion-user product for Google.

The USP and differentiator is the object & facial recognition technology. It’s scary how good it is already. Facial recognition is amazing and it not only works with photos but also with videos. It’s super convenient to search for “Jasper” “Snow” and within milliseconds I see the photos of my son from the winter holiday. Or jump back in time to a specific location, super easy with Google Photos. No manual tagging needed, no elaborated folder structure required.

Collecting vast amounts of data and organizing it is Google’s mission. I believe I read somewhere that per day 1.2 billion photos are uploaded. The computing and storage requirements must be gigantic. For $10 you get 2TB of storage now with the upgrade Google One Plans. That is a hell lot of space to store all your photos for the foreseeable future photos, and all of them will and need to be processed.

So far all my smartphone photos from the last 4-5 years are in Google Photos. It’s enticing to upload all digital photos that I have. There is a good amount of photos from my DSLR and the photos from the early years with a digital compact camera. They lack the geolocation data, unfortunately.

Another nice feature of Google Photos is the feature to share the entire library or parts of it automatically with a partner. That comes in pretty handy for families. The integration feature with Google Drive in both direction is another useful feature of Google Photos.

A question for sure is the price that we as users pay. Don’t be evil isn’t easy when the currency is user data and Google is getting a vast amount of private data from each users who uploads his photo library.

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Ovum: Handling of Gaming traffic a bigger challenge than video?!

Gaming represents the new frontier of real-time cloud services. It will be more challenging than video because its interactive nature means predictive estimation strategies cannot be used: a standard-definition stream in gaming requires three times the bandwidth of a comparable resolution stream in video.

Source: Ovum StraightTalk “Optical industry needs business transformations: OSA Executive Forum”

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The Economist | Podcast: Telecoms in emerging markets

The Economist has published a great special report on telecoms in emerging markets. The podcast linked below is worth listening if you are into this topic. Telecoms in emerging markets. In addition to the written article (here) and the podcast, there is also a videographic highlighting some key facts about emerging markets. I only want to present you one fascinating info nugget:
Economist - Growth effects of ICT
Based on these figures, one can imagine what mobile broadband internet will bring to these developing countries.

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Investment Watchlist

Langsam wird mir die momentane Aktienmarkt Rally unheimlich. Zwar schauen die fundamentalen Daten schon wieder besser aus und den Boden dürften wir mittlerweile erreicht haben, dennoch bin ich recht skeptisch was die Geschwindigkeit des Aufschwungs anbelangt. Ich denke wir werden einige Rückschläge in der Q4 Earnings Seasons sehen.
Momentan bin ich noch investiert, überlege aber mittlerweile jeden Tag Kasse zu machen. Was kommt danach? Ich tendiere dazu mal etwas spekulativer zu investieren. Ganz oben auf meiner Liste stehen daher Level3 und Infinera. Auf Adobe habe ich auch noch Auge geworfen, wobei dass ein solider Wert ist.

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