Every company only gets a certain number of opportunities to say, "Pay attention to us right now. We have something to say and it's going to take an hour." What Apple or Microsoft or Google or whomever decide to do with that very valuable attention is notable. Let's take today's keynote. Microsoft very much needs to tell a story about itself and its hardware because it is seemingly doing at least two big, new things — and maybe more. New rumors have solidified not only the ARM Surface, but also the likelihood of a dual-screened device and a new flavor of Windows, called Windows 10X. How will Microsoft explain the thinking behind these products? I'm not suggesting we should naively take what's said on stage at face value, but paying attention can be instructive. We're going to learn a little more about what Microsoft thinks computers should look like, and the company is going to make an argument. Shouldn't we want to know what that argument is, even if we disagree with it? Even though it doesn't seem like it to an American audience that mostly just buys iPhones, no technology is inevitable. It has to get invented and then that thing could be good or bad. And the quality of those products and how they affect people's behavior will have real-world effects. It feels weird to have to say all this in the first place. But the techlash (a term I hate just based on the awkwardness of the portmanteau) has us all second guessing everything. Good; it should. And if all the big companies want to get together and agree to stop producing these announcement events, that's fine. But I wouldn't hold your breath. So if they're going to happen, we should be getting more out of them than just specs. Being troubled by the effects technology has on us means we should be paying more attention to the devices and software that causes all those effects — and on why the companies that make those products think they ought to exist in the first place. Okay, now let's talk about Amazon. It held an event just last week where 80 — that's eight zero — products were announced, 15 of which were new hardware products from Amazon or one of its subsidiaries. It also wasn't live streamed online. What is Amazon saying here? Well, first of all it seems like Amazon is trying to do something different from everybody else. The company would call it humility, but I can't help but see it as a recognition that Amazon doesn't make any singular products that can hold the stage for a long time on their own —instead, it makes dozens of near-commodity pieces of hardware. You don't need a keynote for an Echo Show that fills in a missing screen size between the other screen sizes. Amazon isn't saying, "Look at this thing we made," but instead, "We made all the things, look!" With Apple, you think of the iPhone as the central product and everything else exists in relation to it. Before it was the iPhone, it was the Mac (or perhaps the iPod). After the iPhone it will be something else — or at least Apple's investors certainly hope it will be something else. With Amazon, I think the intended effect of that wave of products is that you think of Amazon itself as the central thing instead of a specific product like the Echo speaker. Amazon wants you to like Amazon, not the specific products it makes. (Incidentally, I think that's why Amazon aggressively promotes Alexa as a "she" instead of an "it." It's not so much about gender as it is about anthropomorphization as a corporate strategy. I think brushing aside the gender issues related to digital assistants is at least as problematic as trying to humanize an algorithm to customers —many of whom are children. That's why I continue to refer to Alexa and other assistants with "it.") It also reveals a retailer's mindset. Amazon's event was more about a holiday product lineup than anything else. That's really not that far from what every other tech company is doing with its fall hardware events, but you can't help but feel like Amazon is more excited about having fully stocked virtual shelves than about the specific things on those shelves. Yes, Amazon wants to make an Echo device the centerpiece of your kitchen, but it's also perfectly happy to have it be an impulse buy. Amazon's hardware event was worth paying attention to because it confirmed that Amazon isn't trying to shoehorn its way into your digital life with one huge, hit product but instead dozens cheaper ones. Why take on Android or the iPhone or Windows directly when you can flood the space between them? The Fire phone flopped (sorry to bring it up again), so Amazon doesn't have phones. And it doesn't make laptops, either. But TV sticks? Got 'em, at every price point. TVs? Amazon's partners got 'em. Speakers: got 'em in four different sizes, with or without screens. Headphones, microwaves, smart plugs, cameras, Wi-Fi routers — Amazon's got 'em all. There's one key announcement inside all of those other announcements that I think deserves more attention, and that relates directly to the idea that the real message of Amazon's keynote was the centrality of Amazon itself, not the specs on a fancy Echo Studio speaker. That'll have to wait for another newsletter, though (here's where to subscribe to get it in your inbox). For today, watch what Microsoft announces, but also watch for how it announces those things. What the company tells you about its laptops will be about more than making fun of MacBook keyboards. How Microsoft talks about its more forward-looking devices will tell you what's next for Windows — the second-most-used operating system on the planet. |
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