'Don't Be Google': The Rise of Privacy Focused Startups

Startups are taking on Google Analytics, a product used by more than half of the world's websites to understand people's browsing habits. Kirill KUDRYAVTSEV AFP/File
Startups are taking on Google Analytics, a product used by more than half of the world's websites to understand people's browsing habits. Kirill KUDRYAVTSEV AFP/File
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'Don't Be Google': The Rise of Privacy Focused Startups

Startups are taking on Google Analytics, a product used by more than half of the world's websites to understand people's browsing habits. Kirill KUDRYAVTSEV AFP/File
Startups are taking on Google Analytics, a product used by more than half of the world's websites to understand people's browsing habits. Kirill KUDRYAVTSEV AFP/File

Google once used the slogan "don't be evil" to distinguish itself from its competitors, but now a growing number of pro-privacy startups are rallying to the mantra "don't be Google".

They are taking on Google Analytics, a product used by more than half of the world's websites to understand people's browsing habits, AFP said.

"Google made a lot of good tools for a lot of people," says Marko Saric, a Dane living in Belgium who set up Plausible Analytics in Estonia in 2019.

"But over the years they changed their approach without really thinking what is right, what is wrong, what is evil, what is not."

Saric and many others are benefitting from GDPR, a European privacy regulation introduced in 2018 to control who can access personal data.

Last week, France followed Austria in declaring Google's practice of transferring personal data from the EU to its US servers was illegal under GDPR because the country does not have adequate protections.

Google disagrees, saying the data is anonymized and the scenarios envisaged in Europe are hypothetical.

Nevertheless, startups see an opening in a true David vs Goliath battle.

"The week that Google Analytics was ruled illegal by the Austrian DPA (data protection authority) was a good week for us," says Paul Jarvis, who runs Fathom Analytics from his home in Vancouver Island, Canada.

He says new subscriptions tripled over that week, though he does not give exact numbers.

Google dominates the analytics market with 57 percent of all websites using its service, according to survey group W3Techs. The best-established privacy-focused tool, Matomo, accounts for one percent of websites.

The smaller players know they are not going to overturn Google's domination, rather their aim is to inject a bit of fairness and choice into the market.

- 'Behemoth' application -
The supercharging moment for pro-privacy software developers came in 2013 when former CIA contractor Edward Snowden revealed how US security agencies were engaged in mass surveillance.

"We already knew some of it," says Matomo founder Matthieu Aubry. "But when he came out, we had proof that we weren't just paranoid or making stuff up."

Snowden showed how the US National Security Agency, aided by a system of secret courts, was able to gather personal data from users of websites including Google, Facebook and Microsoft.

Snowden's revelations helped to solidify support across Europe for its new privacy regulation and inspired software developers to make privacy central to their products.

The first thing the startups have taken aim at is the sheer complexity of Google Analytics.

"You have 1,000 different dashboards and all this data, but it doesn't help you if you don't understand it," says Michael Neuhauser, who launched Fair Analytics last month.

Jarvis, who had previously trained people to use Google Analytics, describes it as a "behemoth".

Unlike Google, the privacy-focused products do not use cookies to track users around the web and offer a much simpler array of data, helping them to keep within the boundaries of GDPR.

And they all make this a key selling point on their websites.

- 'An alternative internet' -
But making a living from these tools is no mean feat.

Saric of Plausible and Jarvis of Fathom both sank time and money into their projects before they could pay themselves a wage.

Both firms still operate with a startup mentality -- tiny teams working remotely across countries having direct contact with clients.

Aubry, who founded Matomo in 2007 when he was in his early 20s, remembers being in a similar position.

"For a long time, we didn't even have a business around the project, it was pure community," says the Frenchman from his home in Wellington, New Zealand.

But he says his firm now has global reach and he wants to help create "an alternative internet" not dominated by big tech.

His peers are at a much earlier stage but they certainly agree with the sentiment.

Jarvis reckons anyone switching from a big tech product is "a win for privacy" and helps to create a fairer system.

But a huge barrier remains: Google can afford to offer its tools for free, whereas the smaller firms need clients to pay, even if just a few dollars a month.

The privacy-focused firms say it is time to overhaul our understanding of these transactions.

"All of these free products that we use and love, we're not paying for them with money, we're paying for them with data and privacy," says Jarvis.

"We charge money for our product because it's just a more honest business model."



AI to Track Icebergs Adrift at Sea in Boon for Science

© Jonathan NACKSTRAND / AFP
© Jonathan NACKSTRAND / AFP
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AI to Track Icebergs Adrift at Sea in Boon for Science

© Jonathan NACKSTRAND / AFP
© Jonathan NACKSTRAND / AFP

British scientists said Thursday that a world-first AI tool to catalogue and track icebergs as they break apart into smaller chunks could fill a "major blind spot" in predicting climate change.

Icebergs release enormous volumes of freshwater when they melt on the open water, affecting global climate patterns and altering ocean currents and ecosystems, reported AFP.

But scientists have long struggled to keep track of these floating behemoths once they break into thousands of smaller chunks, their fate and impact on the climate largely lost to the seas.

To fill in the gap, the British Antarctic Survey has developed an AI system that automatically identifies and names individual icebergs at birth and tracks their sometimes decades-long journey to a watery grave.

Using satellite images, the tool captures the distinct shape of icebergs as they break off -- or calve -- from glaciers and ice sheets on land.

As they disintegrate over time, the machine performs a giant puzzle problem, linking the smaller "child" fragments back to the "parent" and creating detailed family trees never before possible at this scale.

It represents a huge improvement on existing methods, where scientists pore over satellite images to visually identify and track only the largest icebergs one by one.

The AI system, which was tested using satellite observations over Greenland, provides "vital new information" for scientists and improves predictions about the future climate, said the British Antarctic Survey.

Knowing where these giant slabs of freshwater were melting into the ocean was especially crucial with ice loss expected to increase in a warming world, it added.

"What's exciting is that this finally gives us the observations we've been missing," Ben Evans, a machine learning expert at the British Antarctic Survey, said in a statement.

"We've gone from tracking a few famous icebergs to building full family trees. For the first time, we can see where each fragment came from, where it goes and why that matters for the climate."

This use of AI could also be adapted to aid safe passage for navigators through treacherous polar regions littered by icebergs.

Iceberg calving is a natural process. But scientists say the rate at which they were being lost from Antarctica is increasing, probably because of human-induced climate change.

 


AMD Predicts Weaker First-Quarter Sales, Shares Plunge on Nvidia Comparisons

An AMD logo and a computer motherboard appear in this illustration created on August 25, 2025. (Reuters)
An AMD logo and a computer motherboard appear in this illustration created on August 25, 2025. (Reuters)
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AMD Predicts Weaker First-Quarter Sales, Shares Plunge on Nvidia Comparisons

An AMD logo and a computer motherboard appear in this illustration created on August 25, 2025. (Reuters)
An AMD logo and a computer motherboard appear in this illustration created on August 25, 2025. (Reuters)

Advanced Micro Devices on Tuesday forecast a slight decline in quarterly revenue, raising concerns about whether it ​can effectively challenge Nvidia in the booming AI market and sending its shares tumbling 8% in after-hours trade.

The lackluster prediction comes despite an unexpected boost from sales of certain artificial intelligence chips to China, which began in the last quarter after the Trump administration approved a license for orders that AMD received in early 2025.

And without those sales to China which generated $390 million, AMD's data-center segment would have missed estimates for the fourth quarter.

AMD said it expects revenue of about $9.8 billion this quarter, plus or minus $300 million. That's down from $10.27 billion in the fourth-quarter which was up 34% year-on-year and ahead of LSEG ‌estimates for $9.67 billion.

PALES ‌NEXT TO NVIDIA

Though AMD is seen as one of the ‌few ⁠contenders ​that can seriously ‌challenge Nvidia, investors noted the stark contrast between the two companies' performances. AMD expects an adjusted gross margin of 55% this quarter. Nvidia has said it expects adjusted gross margin in the mid-70% range during its fiscal 2027.

"The expectations for large blowout quarters for AI-related hardware companies have skewed what the market is looking for," said Bob O'Donnell, president of TECHnalysis Research.

The forecast for the current first quarter includes $100 million from sales to China, where the situation remains "dynamic," AMD CEO Lisa Su said on a conference call with investors.

The US government ⁠has placed restrictions on the exports of advanced chips to China, but AMD received licenses to sell modified versions of its MI300 series ‌of AI chips there. Its MI308 chip competes with Nvidia's H20 ‍chip in China.

OPENAI SALES

AMD has accelerated its ‍product launches and is moving into selling full AI systems to better compete against Nvidia, which now ‍provides "rack-scale" systems that combine GPUs, CPUs and networking gear.

Last year, it entered into a multi-year deal to supply AI chips to ChatGPT-owner OpenAI, which would bring in tens of billions of dollars in annual revenue and give the startup the option to buy up to roughly 10% of the chipmaker.

Su reiterated on Tuesday that the company ​expects sales of a new flagship AI server to OpenAI and others to rise rapidly in the second half of this year, saying a global memory-chip crunch will not ⁠slow its plans.

"I do not believe that we will be supply-limited in terms of the ramp that we put in place," Su said.

BEYOND OPENAI

As Big Tech and governments across the globe double down on investing in AI hardware, shares in Santa Clara, California-based AMD have doubled since the start of 2025, outperforming a 60% bump in the broader chip index.

But analysts remain concerned that AMD's success remains tied to a handful of customers that rivals such as Nvidia could try to poach. Reuters reported this week that Nvidia made a $20 billion move to hire most of chip startup Groq's founders after OpenAI held chip supply discussions with the startup.

"Growth appears concentrated in large deployments and specific regions, and China shipments are significant enough to influence a quarter," said eMarketer analyst Gadjo Sevilla.

Revenue in AMD's key data-center segment grew 39% to $5.38 billion in the ‌fourth quarter. But excluding sales of the MI308, which is a data-center chip, that revenue would have been $4.99 billion, below estimates of $5.07 billion.


Switch 2 Sales Boost Nintendo Results but Chip Shortage Looms

This photo taken on November 4, 2025 shows a woman taking photos of a Super Mario figure at the Nintendo Tokyo store in Tokyo. (AFP)
This photo taken on November 4, 2025 shows a woman taking photos of a Super Mario figure at the Nintendo Tokyo store in Tokyo. (AFP)
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Switch 2 Sales Boost Nintendo Results but Chip Shortage Looms

This photo taken on November 4, 2025 shows a woman taking photos of a Super Mario figure at the Nintendo Tokyo store in Tokyo. (AFP)
This photo taken on November 4, 2025 shows a woman taking photos of a Super Mario figure at the Nintendo Tokyo store in Tokyo. (AFP)

The runaway success of the Switch 2 console drove up Nintendo's net profit by more than 50 percent in the nine months to December, the Japanese video game giant said Tuesday.

But a global memory chip shortage, created by frenzied demand for artificial intelligence hardware, could push up manufacturing costs.

The Switch 2 became the world's fastest-selling games console after launching to a fan frenzy last summer.

It is the successor to the original Switch, which soared in popularity during the pandemic when games such as "Animal Crossing" struck a chord during long lockdowns.

Both are hybrid devices that can be connected to a TV or used on-the-go.

In April-December, net profit jumped 51.3 percent year-on-year to 358.9 billion yen ($2.3 billion), and revenue nearly doubled on-year to 1.9 trillion yen, Nintendo said.

But the firm kept its annual unit sales target for the Switch 2 steady at 19 million, and also held its full-year net profit forecast of 350 billion yen.

"Nintendo Switch 2 got off to a good start following its launch on June 5 and unit sales continued to grow through the holiday season," the company said.

Nearly 17.4 million Switch 2 devices were sold in the nine-month period, it added.

"Maintaining momentum is certainly a big focus for Nintendo," Krysta Yang of the Nintendo-focused Kit and Krysta Podcast told AFP.

A lack of heavy-hitting first-party new games for the Switch 2 in coming months risks hindering growth, although third-party titles such as "Resident Evil Requiem" should help fill the gap, she said.

Nintendo said Tuesday it planned to release "Mario Tennis Fever" this month and "Pokemon Pokopia" in March.

While the firm is diversifying into hit movies and theme parks, consoles remain the core of its business.

The Switch 1 has now sold 155.37 million units -- overtaking the Nintendo DS console to be its best-selling hardware of all time.

But soaring prices for memory chips, used in gaming consoles as well as phones, laptops and other electronics, will likely be a headwind for the company.

Their prices have been pushed up as chipmakers focus on producing the advanced memory chips in huge demand to power AI data centers.

"Nintendo and other console manufacturers are publicly keeping quiet about the impact of the shortage," gaming industry consultant Serkan Toto told AFP.

But "users can forget the past when consoles always became cheaper in tandem with component costs falling over time", with price hikes potentially on the way in 2026, he said.

Yang said she thought a price increase for the Switch 2 "is not out of the question" but added that Nintendo "would likely exhaust all other options" before doing so.