Taylor Ogan Profile picture
Jun 3, 2020 9 tweets 4 min read Read on X
This is a really interesting example of how misleading reporters can be on technologies they don't fully understand. I'm making a thread to summarize what's going on. It's frustrating to see how easily misguided the general public is on some really game-changing technologies.
1) BBG tech reporter @NicoAGrant tweeted a clickbaity quote from @zoom_us CEO @ericsyuan on Tuesday's Q1 earnings call that appears to suggest Zoom will stop encrypting free calls and will turn over flagged content to law enforcement unless users pay for encryption.
2) This led to a swarm of people boycotting Zoom, as you can imagine. Especially amid these tense times, many people thought "work together with FBI" meant "Zoom will help the government to surveil activity it deems potentially unlawful". This is far from the truth.
3) Fortunately, security consultant and former Facebook & Yahoo CSO @alexstamos gave @NicoAGrant a lesson on encryption 101. Encryption is not the same as end-to-end encryption (E2EE). All Zoom calls are already encrypted (both paid & unpaid).
4) E2EE encrypts content to everyone except the sender & receiver; anyone in between (Zoom or FBI) cannot intercept communication. Zoom bought @KeybaseIO last month so it can incorporate E2EE, which it will offer for its business & enterprise customers whose IDs Zoom can confirm.
5) Zoom won't offer E2EE to free users, because anyone can potentially sign up with a bogus email & name and spread images of child abuse, for which faced scrutiny for not offering a way to report images of child abuse shared by unidentified Zoombombers with police.
6) None of the major players (WebEx, Microsoft Teams, Google Meet, BlueJeans) even offer E2EE by default, so rolling out E2EE will be groundbreaking. @alexstamos is publicly against mass surveillance by governments; he even teaches a class at Stanford on this very subject.
7) @NicoAGrant eventually ended up admitting he "ran out of space in the tweet" to specify he was referring to E2EE, but it seems to have fallen on deaf ears. Still waiting on @riptari to clear the air on her bogus @TechCrunch article, but we all know that will never happen.
8) TL;DR Some misleading articles suggested @zoom_us will stop encrypting free users' calls & will help the government to surveil any activity it deems potentially unlawful, which caused many to cancel their Zoom subscriptions. Zoom's security consultant set the record straight.

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More from @TaylorOgan

Apr 28, 2023
ARK locks its Tesla models, but we unlocked them. I'm going to dig into @ARKInvest’s new Tesla model this weekend, but before that, let's look at what ARK thought about 2023.

[Unanswered issues with past two years’ models quote-tweeted here] @wintonARK
Remember, just last year, ARK’s bull case figured Tesla would sell 3 million cars in 2023—its bear case 2.4 million. It also thought Tesla would do $174B in automotive revenue this year (2022 model bull case), or $141B on the low-end (2022 bear case). In Q1 2023, it did $19.4B.
In 2020, @ARKInvest thought Tesla would do $315 billion in revenue in 2023. Tesla did less than 10% of that in the first quarter so far.
Read 4 tweets
Mar 27, 2023
So Bloomberg came out with a story this morning about how Jack Ma is staying away from China.

A few hours later, Jack Ma was literally visiting a school in Hangzhou, and Bloomberg had to "update" its entire article.

You can't make this stuff up.😂
The authors of the story are no longer listed (LMAO), but you can still find them in the metadata.
A video surfaced yesterday of what looked to be Jack Ma in a vehicle in China. "China watchers" were dismissing it, saying the video wasn't taken recently. People were even trying to decode an inspection sticker to prove Ma couldn't possibly be in China.
Read 5 tweets
Dec 13, 2022
What's the state of Tesla's "Full Self-Driving" initiative? Is it improving? How does it compare to other companies' systems?

Data-driven thread below:
In March, I tweeted this thread putting Tesla's FSD beta disengagement rates into perspective. You could barely see Tesla on the charts.

Okay, so Tesla was nowhere close to the big boys nine months ago, but has it improved since?
Let's again use the only known crowd-sourced Tesla FSD beta data.

The overall miles per disengagement rate on FSD beta is actually getting *worse*, down -54% Y/Y.
Read 9 tweets
Dec 13, 2022
So re: the whole Tesla robotaxi thing: how does Tesla plan to address the inherent blind spots its cars have? Image
I know I've mentioned this a lot in the past, but I think more people need to be having this conversation.
Because there are a lot of people who bought these cars and the stock on the idea that Tesla would have millions of robotaxis roaming around by now.
Read 5 tweets
Dec 9, 2022
J.P. Morgan's 2022 Global Autos Survey just came out. This is a good indicator of demand going into 2023.

JPM says, "As compared to our survey results from 2021, we see evidence across countries such that consumers are less likely to buy a new car in 2023." Image
Top brand preference for budget friendly EVs is typically Toyota and Volkswagen, and BYD in China. Image
For premium EVs, Tesla is still a favorite in most countries, followed by Audi. Image
Read 11 tweets

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