New Numbers Reveal: Cord Cutting Is Real

U.S. Pay TV subscriptions have declined for the first time in history in the second quarter. Comcast & other cableco’s lost a total of 711,000 subscribers last quarter, which represents the biggest quarterly loss ever for cable TV. Telcos and sattellite TV providers were better off.

Does the Cloud Need a Specialized Chip?

Tilera, one of many companies trying to build specialty chips or systems for cloud and web-scale computing, received a strategic investment today from Broadcom. But even as the investment validates Tilera, does the cloud need its own specialty chips and gear?

Once Upon a Time, Long Before the iPad, Steve Jobs Rode a BMW Motorcycle

Two years before the Macintosh was unveiled, Apple’s (s aapl) then-and-future CEO was photographed by Charles O’Rear for a National Geographic Magazine feature on Silicon Valley entrepreneurs, riding a 1966 BMW R60/2 motorcycle.

27 years old, with longish hair (no helmet), wearing tan boots and a light-colored shirt with sleeves rolled back (no black turtleneck), Jobs looks like he’s having the time of his life riding the two-wheel Bimmer in San Francisco freelancer Moira Johnston’s feature “High Tech, High Risk, and High Life in Silicon Valley,” published in the magazine’s October 1982 issue.

However, notwithstanding his (excellent) taste in bikes, Steve’s stated ambition, when interviewed by Johnston over herb tea at a vegetarian restaurant, was modestly at the time to become “the Volkswagen” of the microcomputer sector rather than its BMW — which became a popular automotive analogy with Apple-watching commentators later on — although he emphasizes that “We’d rather call the Apple a personal than a home computer.” Read More about Once Upon a Time, Long Before the iPad, Steve Jobs Rode a BMW Motorcycle

On2 Shareholders Finally Agree to Google Deal — What’s Next?

On2 shareholders finally agreed yesterday to allow the encoding company to be purchased by Google (s GOOG), after the search giant raised its bid by $26.5 million earlier this year. But with the acquisition now set to close this week, questions are arising as to just what Google’s plans for the encoding company are.

Under terms of the deal, Google will provide 0.0010 of a share of Google Class A Common Stock for each share of On2 common stock, as well as 15 cents a share in cash, bringing the total value of the deal to about $133 million. It will close after some six months of haggling since Google made an initial offer of $106.5 million in August 2009.

When the deal closes, Google will own all of On2’s video compression technology, which includes the VP6 and VP8 video codecs. At the time it was first announced, many believed that the deal could allow Google to circumvent On2 licensing fees or collect them from third parties like Adobe (s ADBE) or Move Networks. The suggestion was also made that Google could use its control of the new VP8 to push it as the dominant codec for YouTube.

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Can Qualcomm Compete As Smartphones Become Computers?

Our mobile devices are getting smarter, faster and mimicking the functionality of a full-fledged PC. As the top wireless chipmaker, Qualcomm has long been the “Intel inside” for mobile phones. But can it compete against a host of new processors with better graphics and more performance?

Apple Makes at Least $200 Per iPad Sold: Report

A new report about production costs for the iPad reveals a wide profit margin on a per-device basis. The entry-level $499 model apparently generates $208 in profit, while the top of the line $829 model more than doubles that, raking in $446 per unit.