November 15, 2019

Apple is reportedly working with Valve on an AR headset

According to a new rumor from DigiTimes, Apple and Valve are reportedly cooperating for a new partnership in the AR business range. The partnership has been rumored this week, and surely opens more opportunities for the two companies, and Valve in particular, that could extend its work on new platforms.

Creator of the popular Steam digital storefront and delivery platform, Valve launched Steam machine consoles in 2015 and released its first VR headset, Valve Index, in April 2019.

Citing industry sources, DigiTimes reports that Taiwan’s ODMs Quanta Computer and Pegatron have been named as the assemblers behind Apple’s AR headset.

This comes in the wake of a separate DigiTimes report that alleges Apple disbanded a team back in May which were responsible for the AR headset’s development, and reassigned its members to other divisions within the company.

DigiTimes’ sources often provide reliable information, but the site has a mixed track record when it comes to interpreting that information and accurately deciphering Apple’s plans, so treat this report with the necessary degree of skepticism for now until we can corroborate it from other sources.

Source: DigiTimes

2. NIO and Mobileye partner on self-driving cars

Chinese electric vehicle startup NIO Inc. and Intel Corp.’s self-driving car technology firm Mobileye this week said they would partner to develop autonomous vehicles in China and eventually other countries.

As part of the planned cooperation, NIO will engineer and manufacture a self-driving system designed by Mobileye, building on its Level 4 (L4) AV kit. This self-driving system would be the first of its kind, targeting consumer autonomy and engineered for automotive qualification standards, quality, cost and scale. NIO will mass-produce the system for Mobileye and also integrate the technology into its electric vehicle lines for consumer markets and for Mobileye’s driverless ride-hailing services.

The self-driving kit provided by Israel-based Mobileye includes the vision processing chip, camera, radar and lidar sensors, as well as safety and mapping software.

The companies plan an initial release in China beginning in 2022, Mobileye President and Chief Executive Officer Amnon Shashua told Reuters in an interview. “The deal with NIO will also enable us to harvest data in compliance with Chinese regulations and improve mapping to support autonomous driving,” Shashua said.

The Mobileye CEO added that a rollout in China was more efficient as the regulatory environment was centralized and the Chinese government was working on standardizing Mobileye’s safety model for self-driving cars into law.
Source: techcrunch


3. A glimpse to the future – Disney+ surpasses 10 million subscribers on the first day

Disney launched its long-awaited Disney+ streaming service on Tuesday. The launch was, however, troubled by glitches and technical errors which prevented some users from connecting with the service; but that didn’t stop customers from flooding to sign up for the service. Now, the data is in: Disney announced it had surpassed 10 million subscribers within 24 hours of launch.

With analysts initially projecting 17 to 18 million subscribers within the streaming service’s first year, Disney+’s ability to gather more than half of that estimate in a single day is impressive. The Disney+ app also rose to the top of the App Store thanks to an ESPN+ and Hulu bundle, totalling to a whopping 3.2 million downloads across Apple and Android devices.

While Disney+ is $6.99 on a month-by-month basis, viewers can save money by signing up for a yearly contract, which is $69.99 or $5.83 per month.

Source: The Verge

Black Swan Dexteritas is excited to announce the BSD 2019 TransCanada Roadshow!

Throughout Q4 2019, the BSD Team will be visiting major cities across Canada to bring our Technology Investing expertise to you.
We will be hosting sessions on the BSD Global Tech Fund, discussing the important themes and trends in the tech world and how you can participate with us in this driver of global growth.
If you would like to join us, please click here to register.
We look forward to seeing you!


Kim Bolton, BSD’s President and Portfolio Manager, was once again featured on BNN Bloomberg’s Market Call. Check it out here.