Category: UNCATEGORIZED

14 Jan 2021

Blue Origin successfully launches and lands key crew capsule test in first mission of 2021

Blue Origin launched its first mission of 2021, flying its New Shepard rocket in West Texas to a medium height of just over 350,000 feet. This is the first flight for this particular booster, and for the capsule it carried, which was equipped with a range of new passenger safety, control and comfort systems that Blue Origin was testing during flight for the first time. Also on board was a life-sized test dummy called ‘Mannequin Skywalker’ that recorded information during the flight and landing that the Blue Origin will now review.

Based on the video stream and commentary from the company, this looks like a very successful test, including a takeoff, booster separation, controlled landing burn and touchdown – and a parachute-aided landing back on terra firma for the crew capsule. The mission didn’t carry any real passengers, although there were 50,000 postcards on board from school kids globally that have now officially been to space (past the Karman line) which will be returned to those students via Blue Origin’s non-profit ‘Club for the Future.’

This is essentially what the mission will look like once Blue Origin actually begins to fly paying private astronauts to suborbital space as well; while we don’t have a timeline for when that’ll happen, today’s launch included key tests of a crew alert system that will provide anyone onboard with crucial mission information, as well as a new soft lining on the wall for protection during the weightless portion of the flight, as well as for sound and vibration dampening for the comfort of those on board. This capsule was also equipped with a carbon dioxide scrubber, which will be used to provide safe atmosphere for those within the capsule during the course of the flight.

14 Jan 2021

Thimble teaches kids STEM skills with robotics kits combined with live Zoom classes

Parents with kids stuck learning at home during the pandemic have had to look for alternative activities to promote the hands-on learning experiences kids are missing out on due to attending class virtually. The New York-based educational technology startup Thimble aims to help address this problem by offering a subscription service for STEM-based projects that allow kids to make robotics, electronics and other tech using a combination of kits shipped to the home and live online instruction.

Thimble began back in 2016 as Kickstarter project when it raised $300,000 in 45 days to develop its STEM-based robotics and programming kits. The next year, it then began selling its kits to schools, largely in New York, for use in the classroom or in after-school programs. Over the years that followed, Thimble scaled its customer base to include around 250 schools across New York, Pennsylvania, and California, who would buy the kits and gain access to teacher training.

But the COVID-19 pandemic changed the course of Thimble’s business.

“A lot of schools were in panic mode. They were not sure what was happening, and so their spending was frozen for some time,” explains Thimble co-founder and CEO Oscar Pedroso, whose background is in education. “Even our top customers that I would call, they would just give [say], ‘hey, this is not a good time. We think we’re going to be closing schools down.”

Pedroso realized that the company would have to quickly pivot to begin selling directly to parents instead.

Image Credits: Thimble

Around April, it made the shift — effectively entering the B2C market for the first time.

The company today offers parents a subscription that allows them to receive up to 15 different STEM-focused project kits and a curriculum that includes live instruction from an educator. One kit is shipped out over the course of three months, though an accelerated program is available that ships with more frequency.

The first kit is basic electronics where kids learn how to build simple circuits, like a doorbell, kitchen timer and a music composer, for example. The kit is designed so kids can experience “quick wins” to keep their attention and whet their appetite for more projects. This leads into future kits like those offering a Wi-Fi robot, a little drone, an LED compass that lights up, and a synthesizer that lets kids become their own D.J.

Image Credits: Thimble

While any family can use the kits to help kids experience hands-on electronics and robotics, Pedroso says that about 70% of subscribers are those where the child already has a knack for doing these sorts of projects. The remaining 30% are those where the parents are looking to introduce the concepts of robotics and programming, to see if the kids show an interest. Around 40% of the students are girls.

The subscription is more expensive than some DIY projects at $59.99/per month (or $47.99/mo if paid annually), but this is because it includes live instruction in the form of weekly 1-hour Zoom classes. Thimble has part-time employees who are not just able to understand teach the material, but can do so in a way that appeals to children — by being passionate, energetic and capable of jumping in to help if they sense a child is having an issue or getting frustrated. Two of the five teachers are women. One instructor is bilingual and teaches some classes in Spanish.

During class, one teacher instructs while a second helps moderate the chat room and answer the questions that kids ask in there.

The live classes will have around 15-20 students each, but Thimble additionally offers a package for small groups that reduces class size. These could be used by homeschool “pods” or other groups.

Image Credits: Thimble

“We started hearing from pods and then micro-schools,” notes Pedroso. “Those were parents who were connected to other parents, and wanted their kids to be part of the same class. They generally required a little bit more attention and wanted some things a little more customized,” he added.

These subscriptions are more expensive at $250/month, but the cost is shared among the group of parents, which brings the price down on per-household basis. Around 10% of the total customer base is on this plan, as most customers are individual families.

Thimble also works with several community programs and nonprofits in select markets that help to subsidize the cost of the kits to make the subscriptions more affordable. These are announced, as available, through schools, newsletters, and other marketing efforts.

Since pivoting to subscriptions, Thimble has re-established a customer base and now has 1,110 paid customers. Some, however, are grandfathered in to an earlier price point, so Thimble needs to scale the business further.

In addition to the Kickstarter, Thimble has raised funds and worked on the business over the year with the help of multiple accelerators, including LearnLaunch in Boston, Halcyon in D.C., and Telluride Venture Accelerator in Colorado.

The startup, co-founded by Joel Cilli in Pittsburgh, is now around 60% closed on its seed round of $1 million, but isn’t announcing details of that at this time.

 

 

 

14 Jan 2021

Mosaic raises $18.5M Series A from GC to rebuild the CFO software stack

CFOs are the supposed omniscient owners of a company. While the CEO sets strategy, messages, and builds culture, the CFO needs to know everything that it is going on in an organization. Where is revenue coming from, and when will it arrive? How much will new headcount cost, and when do those expenses need to be paid? How can cash flows be managed, and what debt products might help smooth out any discontinuities?

As companies have migrated to the cloud, these questions have gotten harder to answer as other departments started avoiding the ERP as a centralized system-of-record. Worse, CFOs are expected to be more strategic than ever about finance, but can struggle to deliver important forecasts and projections given the lack of availability of key data. CMOs have gotten a whole new software stack to run marketing in the past decade, so why not CFOs?

For three Palantir alums, the hope is that CFOs will turn to their new startup called Mosaic. Mosaic is a “strategic finance platform” that is designed to ingest data from all sorts of systems in the alphabet soup of enterprise IT — ERPs, HRISs, CRMs, etc. — and then provide CFOs and their teams with strategic planning tools to be able to predict and forecast with better accuracy and with speed.

The company was founded in April 2019 by Bijan Moallemi, Brian Campbell and Joe Garafalo, who worked together at Palantir in the company’s finance team for more than 15 years collectively. While there, they saw the company grow from a small organization with a bit more than one hundred people to an organization with thousands of employees, more than one hundred customers as we saw last year with Palantir’s IPO, and incoming revenue from more than a dozen countries.

Mosaic founders Bijan Moallemi, Brian Campbell and Joseph Garafalo. Photos via Mosaic.

Strategically handling finance was critical for Palantir’s success, but the existing tools in its stack couldn’t keep up with the company’s needs. So Palantir ended up building its own. We were “not just cranking away in Excel, which is really the default tool in the toolkit for CFOs, but actually building a technical team that was writing code, [and] building tools to really give speed, access, trust, and visibility across the organization,” Moallemi, who is CEO of Mosaic, described.

Most organizations can’t spare their technical talent to the CFO’s office, and so as the three co-founders left Palantir to other pastures as heads of finance — Moallemi to edtech startup Piazza, Campbell to litigation management startup Everlaw and Garafalo to blockchain startup Axoni — they continued to percolate on how finance could be improved. They came together to do for all companies what they saw at Palantir: build a great software foundation for the CFO’s office. “Probably the biggest advancements to the office of the CFO over the last 10 years has been moving from kind of desktop-based Excel to cloud-based Google Sheets,” Moallemi said.

So what is Mosaic trying to do to rebuild the CFO software stack? It wants to build a platform that is a gateway to connecting the entire company to discuss finance in a more collaborative fashion. So while Mosaic focuses on reporting and planning, the mainstays of the finance office, it wants to open those dashboards and forecasts wider into the company so more people can have insight into what’s going on and also give feedback to the CFO.

Screenshot of Mosaic’s planning function. Photo via Mosaic.

There are a handful of companies like publicly-traded Anaplan that have entered this space in the last decade. Moallemi says incumbents have a couple of key challenges that Mosaic hopes to overcome. First is onboarding, which can take months for some of these companies as consultants integrate the software into a company’s workflow. Second is that these tools often require dedicated, full-time staff to stay operational. Third is that these tools are basically non-visible to anyone outside the CFO office. Mosaic wants to be ready to integrate immediately, widely distributed within orgs, and require minimal upkeep to be useful.

“Everyone wants to be strategic, but it’s so tough to do because 80% of your time is pulling data from these disparate systems, cleaning it, mapping it, updating your Excel files, and maybe 20% of [your time] is actually taking a step back and understanding what the data is telling you,” Moallemi said.

That’s perhaps why it’s target customers are Series B and C-funded companies, who no doubt have much of their data already located in easily-accessible databases. The company started with smaller companies and Moallemi said “We’ve been slowly inching our way up there over the last 12 months or so working with larger, more complex customers.” The company has grown to 30 employees and has revenues in the seven figures (without a sales org according to Moallemi), although the startup didn’t want to be more specific than that.

With all that growth and excitement, the company is attracting investor attention. Today, the company announced that it raised $18.5 million of Series A financing led by Trevor Oelschig of General Catalyst, who has led other enterprise SaaS deals into startups like Fivetran, Contentful, and Loom. That round closed at the end of last year.

Mosaic previously raised a $2.5 million seed investment led by Ross Fubini of XYZ Ventures in mid-2019, who was formerly an investor at Village Global. Fubini said by email that he was intrigued by the company because the founders had a “shared pain” at Palantir over the state of software for CFOs, and “they had all experienced this deep frustration with the tools they needed to do their jobs.”

Other investors in the Series A included Felicis Ventures, plus XYZ and Village Global.

Along with the financing, the company also announced the creation of an advisory board that includes the current or former CFOs from nine tech companies, including Palantir, Dropbox, and Shopify.

Many functions of business have had a complete transformation in software. Now, Mosaic hopes, it’s the CFO’s time.

14 Jan 2021

Poshmark prices IPO above range as public markets continue to YOLO startups

Here we are again. Again.

Yes, it’s another morning in which we have to discuss a venture-backed technology company going public at a price above its IPO range.

This time it’s Poshmark, which priced its IPO at $42 per share last night, comfortably ahead of its $35 to $39 range that already greatly boosted the company’s valuation. The consumer-to-consumer used fashion marketplace sold 6.6 million shares at its IPO price, raising a gross $277.2 million before other possible shares are sold.


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According to Crunchbase data, that’s the biggest round Poshmark has raised in its history.

The company was able to so greatly boost its valuation in the process that the resulting dilution is minute. This is the late-2020, early-2021 IPO market in action: Pick a private company, boost its worth greatly in its public offering when comparing to its last private valuation, send it to trade, and watch its worth — usually — soar.

Then venture capitalists get to complain that Wall Street is underpricing their children while, from where I sit, it always appears that the VCs who put the last money into the company before its public offering tend to do even better than the bankers.

A useful question to ask: whom is underpricing whom?

But this morning we have some work to do. First, what are Poshmark’s final simple, and diluted valuations, what revenue multiples does it sport today, and, what do we think its final pricing means for public markets in general?

A hint: Nothing that follows is bearish.

Poshmark’s IPO pricing

There are a few ways to consider Poshmark’s value. One is to use its simple share count, a figure that doesn’t include vested-yet-unexercised stock options and RSUs. Another is to include those shares.

Here are the resulting valuations:

14 Jan 2021

Tech and health companies including Microsoft and Salesforce team up on digital COVID-19 vaccination records

A new cross-industry initiative is seeking to establish a standard for digital vaccination records that can be used universally to identify COVID-19 vaccination status for individuals, in a way that can be both secure via encryption and traceable and verifiable for trustworthiness regarding their contents. The so-called ‘Vaccination Credential Initiative’ includes a range of big-name companies from both the healthcare and the tech industry, including Microsoft, Oracle, Salesforce and Epic, as well as the Mayo Clinic, Safe Health, Change Healthcare and the CARIN Alliance to name a few.

The effort is beginning with existing, recognized standards already in use in digital healthcare programs, like the SMART Health Cards specification, which adheres to HL7 FHIR (Fast Healthcare Interoperability Resources) which is a standard created for use in digital health records to make them interoperable between providers. The final product that the initiative aims to establish is an “encrypted digital copy of their immunization credentials to store in a digital wallet of their choice,” with a backup available as a printed QR code that includes W3C-standards verifiable credentials for individuals who don’t own or prefer not to use smartphones.

Vaccination credentials aren’t a new thing – they’ve existed in some form or another since the 1700s. But their use and history is also mired in controversy and accusations of inequity, since this is human beings we’re dealing with. And already with COVID-19, there efforts underway to make access to certain geographies dependent upon negative COVID-19 test results (though such results don’t actually guarantee that an individual doesn’t actually have COVID-19 or won’t transfer it to others).

A recent initiative by LA County specifically also is already providing digital immunization records to individuals via a partnership with Healthvana, facilitated by Apple’s Wallet technology. But Healthvana’s CEO and founder was explicit in telling me that that isn’t about providing a proof of immunity for use in deterring an individual’s social or geographic access. Instead, it’s about informing and supporting patients for optimal care outcomes.

It sounds like this initiative is much more about using a COVID-19 immunization record as a literal passport of sorts. It’s right in the name of the initiative, for once (‘Credential’ is pretty explicit). The companies involved also at least seem cognizant of the potential pitfalls of such a program, as MITRE’s chief digital health physician Dr. Brian Anderson said that “we are working to ensure that underserved populations have access to this verification,” and added that “just as COVID-19 does not discriminate based on socio-economic status, we must ensure that convenient access to records crosses the digital divide.”

Other quotes from Oracle and Salesforce, and additional member leaders confirm that the effort is focused on fostering a reopening of social and ecomicn activity, including “resuming travel,” get[ting] back to public life,” and “get[ting] concerts and sporting events going again.” Safe Health also says that they’ll help facility a “privacy-preserving health status verification” solution that is at least in part “blockchain-enabled.”

Given the urgency of solutions that can lead to a safe re-opening, and a way to keep tabs on the massive, global vaccination program that’s already underway, it makes sense that a modern approach would include a digital version of historic vaccination record systems. But such an approach, while it leverages new conveniences and modes made possible by smartphones and the internet, also opens itself up to new potential pitfalls and risks that will no doubt be highly scrutinized, particularly by public interest groups focused on privacy and equitable treatment.

14 Jan 2021

Plaid CEO touts new ‘clarity’ after failed Visa acquisition

Yesterday, we spoke with Plaid CEO and co-founder Zach Perret after news broke that Visa no longer plans to buy his company for $5.3 billion.

The deal was heralded in early 2020 as a sign of the growing importance of fintech startups. Then it failed to close, eventually running into a lawsuit from the U.S. Department of Justice. A few months later, the acquisition was dropped.

Sentiment in the market changed since the transaction was announced. As TechCrunch reported yesterday, there’s a good deal of optimism to be found amongst investors and others that Plaid will eventually be worth more than the price at which the Visa deal valued it.

What follows is a summary of our conversation with Perret, digging into a number of topics we felt most were pressing in the wake of Plaid’s unshackling.

Now what?

First and upfront: it does not appear that Plaid is racing to the public markets via a blank-check company, or SPAC, a question several readers asked on Twitter. Our impression from our chat regarding near-term liquidity via the public markets is that those with their hopes up have them up a few years too early.

TechCrunch asked Perret how it feels to be free from his erstwhile corporate boss.

He said that the last few years have been a “rollercoaster,” adding that when they made the choice to sell, it made sense at the time from mission, and delivery perspectives — Visa wanted to accomplish similar things and could give his company access to a wide network of potential customers.

14 Jan 2021

WhatsApp faces legal challenge over privacy in its biggest market

WhatsApp is facing a legal challenge in India, its biggest market, after a petition was filed Thursday before Delhi High Court over the upcoming change in the Facebook-owned app’s data sharing policy.

The petition alleges the new terms that WhatsApp requires its roughly 450 million users in the country to accept is a violation of their fundamental rights to privacy and poses a threat to national security.

Through an in-app alert, WhatsApp has asked users in recent days to agree to new terms of conditions that grants the app the consent to share some personal data about them such as their phone number and location with Facebook.

Users will have to agree to these terms by February 8 if they wish to continue using the app, the alert said. The change has been mischaracterized by many as their personal communication being compromised, which WhatsApp clarified this week was not the case.

The Facebook-owned service, which serves over 2 billion users worldwide, said private conversations between people remain just as private as before. Facebook has also bought front-page newspaper ads in several leading Indian dailies this week to explain the change, which it first outlined last year.

The petitioner said the new terms grant WhatsApp a “360-degree profile into a person’s online activity” without any “government oversight.”

“WhatsApp has made a mockery out of our fundamental right to privacy while discharging a public function in India, besides jeopardizing the National Security of the country by sharing, transmitting and storing the users data in some [other] country and that data, in turn, will be governed by the laws of that foreign country,” the petition, which is expected to be heard Friday, reads.

Several high-profile startup founders and executives in India have also criticized WhatsApp’s new data sharing policy. Vijay Shekhar Sharma, founder and chief executive of India’s most valuable startup Paytm, accused WhatsApp of operating with double standards, pointing to how the new change was not affecting the app’s users in Europe.

The outrage over the new change has resulted in tens of millions of users exploring other communication apps such as Signal and Telegram in recent days. In an interview with TechCrunch earlier this week, Signal co-founder and chairman executive Brian Acton said “the smallest of events helped trigger the largest of outcomes. We’re also excited that we are having conversations about online privacy and digital safety and people are turning to Signal as the answer to those questions.”

14 Jan 2021

Harness snags $85M Series C on $1.7B valuation as revenue grows 3x

Harness, the startup that wants to create a suite of engineering tools to give every company the kind of technological reach that the biggest companies have, announced an $85 million Series C today on a $1.7 billion valuation.

Today’s round comes after 2019’s $60 million Series B, which had a $500 million valuation, showing a company rapidly increasing in value. For a company that launched just three years ago, this is a fairly remarkable trajectory.

Alkeon Capital led the round with help from new investors Battery Ventures, Citi Ventures, Norwest Venture Partners, Sorenson Capital and Thomvest Ventures. The startup also revealed a previously unannounced $30 million B-1 round raised after the $60 million round, bringing the total raised to date to $195 million.

Company founder and CEO Jyoti Bansal previously founded AppDynamics, which he sold to Cisco in 2017 for $3.7 billion. With his track record, investors came looking for him this round. It didn’t hurt that revenue grew almost 3x last year.

“The business is doing very well, so the investor community has been proactively reaching out and trying to invest in us. We were not actually planning to raise a round until later this year. We had enough capital to get through that, but there were a lot of people wanting to invest,” Bansal told me.

In fact, he said there is so much investor interest that he could have raised twice as much, but didn’t feel a need to take on that much capital at this time. “Overall, the investor community sees the value in developer tools and the DevOps market. There are so many big public companies now in that space that have gone out in the last three to five years and that has definitely created even more validation of this space,” he said.

Bansal says that he started the company with the goal of making every company as good as Google or Facebook when it comes to engineering efficiency. Since most companies lack the engineering resources of these large companies, that’s a tall task, but one he thinks he can solve through software.

The company started by building a continuous delivery module. A cloud cost efficiency module followed. Last year the company bought open source continuous integration company Drone.io and they are working on building that into the platform now with it currently in beta. There are additional modules on the product roadmap coming this year, according to Bansal.

As the company continued to grow revenue and build out the platform in 2020, it also added a slew of new employees, growing from 200 to 300 during the pandemic. Bansal says that he has plans to add another 200 by the end of this year. Harness has a reputation of being a good place to work, recently landing on Glassdoor’s best companies list.

As an experienced entrepreneur, Bansal takes building a diverse company with a welcoming culture very seriously. “Yes, you have to provide equal opportunity and make sure that you are open to hiring people from diverse backgrounds, but you have to be more proactive about it in the sense that you have to make sure that your company environment and company culture feels very welcoming to everyone,” he said.

It’s been a difficult time building a company during the pandemic, adding so many new employees, and finding a way to make everyone feel welcome and included. Bansal says he has actually seen productivity increase during the pandemic, but now has to guard against employee burnout.

He says that people didn’t know how to draw boundaries when working at home. One thing he did was introduce a program to give everyone one Friday a month off to recharge. The company also recently announced it would be a ‘work from anywhere’ company post-COVID, but Bansal still plans on having regional offices where people can meet when needed.

14 Jan 2021

Samsung answers Apple with the $199 Galaxy Buds Pro

Even before the leaks, we all saw the Galaxy Buds Pro coming. It was a given that the company was planning to deliver its own take on Apple’s AirPods Pro, with improved sound quality and active noise canceling. The real secret weapon here, however, may be the price.

This morning’s S21 announcement found Samsung dropping $200 off the price of its flagship smartphone, and here the Galaxy Buds come in at $50 cheaper than the AirPods’ asking price. It’s not clearance-bin pricing exactly, but $199 is a pretty reasonable starting price. And Samsung’s earbud track record is a pretty good indication that the headphones will be solid.

The buds get a stated five hours of on-board battery life. That bumps up to eight hours with active noise canceling and Bixby Voice off — one of those things I can fairly easily live without. The case bumps things up to 18 and 28 hours, respectively. Pretty impressive claims for a quite small case.

Image Credits: Samsung

The buds’ design improves on the Galaxy Buds Live’s bean design, trading it for something a bit more ergonomic that’s designed to reduce the contact area between the device and the ear. Per Samsung’s claims, the ANC is capable of reducing ambient sound up to 99%. You can tweak the settings from there. They sport an 11 mm woofer and 6.5 mm tweeter, along with three microphones for calls.

There are a couple of features specifically for Samsung devices, including auto switching between phones and tablets, as well as Dolby head tracking and microphone capabilities for video recording on the Galaxy S21.

The buds are available in three colors and go up for order today. They’ll hit retail tomorrow.

14 Jan 2021

Samsung’s Galaxy S21 line arrives with camera bumps, price drops and S Pen compatibility

Samsung wasted no time this year. With Mobile World Congress pushed back six or so months, the hardware maker hitched its wagon to the tail end of the CES whirlwind — though unlike its press conference earlier in the week, the company is very much on its own for the latest Unpacked.

And why not? In spite of broader issues with the mobile industry (certainly not helped by the COVID-19 pandemic), the Galaxy line is still very much a draw. People may not be as eager to buy a flagship as they were a couple of years ago, but when they do, it’s frequently a Samsung device.

I tend to save pricing for the end of these kinds of posts, but it really bears mention up front. Samsung’s launching three key iterations of the S21 line today: the S21, S21+ and S21 Ultra. Those are priced at $799, $999 and $1,119 respectively, here in the States. That’s down from $999, $1,199 and $1,399 last year. While it’s true we’re still very much in the flagship price range here, a $200 drop is not insignificant.

Image Credits: Samsung

Rather, it points to a very conscious correction — one that goes beyond simply introducing a budget flagship or flagship lite to appease that segment of the market. Smartphone sales were already lagging before the pandemic, and the routine pricing of flagships above $1,000 was a considerable piece of that. Obviously the pandemic has only exacerbated the situation for myriad reasons, and 5G, which was expected to lead to a sales rebound didn’t move the needle nearly as much as anticipated.

Of course, 5G was a headliner feature for Samsung all the way back in 2019. The company has been all-in with the Galaxy line for a while now, and frankly, the feature is just kind of expected now. Perhaps unsurprisingly, Samsung is going back to imaging as a key differentiator.

Here’s what Mobile head TM Roh has to say about the new handsets:

We are living in a mobile-first world, and with so many of us working remotely and spending more time at home, we wanted to deliver a smartphone experience that meets the rigorous multimedia demands of our continuously changing routines. We also recognize the importance of choice, especially now, and that’s why the Galaxy S21 series gives you the freedom to choose the best device for your style and needs.

I absolutely understand why companies continue to go the “in these challenging times” route with these announcements, though I will say that, for the most part, the notion of device upgrades as a response to COVID-19 is really overstated here, beyond the aforementioned price drop. And I suspect that, with fewer people leaving the house these days, the dream of a smartphone as a primary productivity device has probably dampened of late.

Image Credits: Samsung

Still, the S21 Ultra, in particular, has one very important trick up its sleeve. Samsung is further blurring the line between the Galaxy S and Note by making the Ultra S Pen compatible. The experience will vary to some degree, but users will be able to use the stylus to write and draw on the handset. It’s sold separately and there’s no in-device housing for the pen, though Samsung will be offering a case that will hold it. It will be interesting to see if the company goes out of its way to distinguish the new Note, but it seems equally possible that the lines are simply converging. After all, the S Pen has long been the key distinguishing factor.

The devices also get Ultra-wideband capabilities, which will bring a number of capabilities, including the ability to unlock car doors and AR messages to find lost items. More detail on that soon, no doubt.

Visually, the biggest change here is the camera housing, which gets streamlined. I’m holding off judgement until I see it in person, but the new “Contour Cut” housing feels a bit more brutalist or perhaps industrial than the prior generation. The device also drops the expandable memory. A strong argument could be made that current on-board storage has made microSD redundant for many or most, but it was always a nice little differentiator.

The company has also removed the headphones charging adapter from the box, a move the world saw coming when the company deleted ads ribbing Apple from dropping accessories over what it said were environmental concerns. It’s the headphone jack all over again, because history rhymes.

Hardware-wise, the triple-camera situation is similar. On the S21 and 21+ you get a 12-megapixel ultrawide, 12-megapixel wide and 64-megapixel telephoto with 30x space zoom. The Ultra bumps that up to a 12-megapixel ultra-wide, 108-megapixel wide and a dual-telephoto lens system with 3x and 10x optical zoom. That’s the first time Samsung has offered a dual-telephoto setup. The Ultra also sports improved low-light shooting, courtesy of the Bright Night sensor.

Image Credits: Samsung

Software imaging updates include the ability to pull stills from 8K shooting, improved image stabilization and new modes like “Vlogger view,” which shoots from the front and rear camera simultaneously. I see limited use for that last bit in my own life, but I’m sure folks will find a creative use for it.

The screens measure in at 6.1, 6.7 and 6.8 inches (that last one is a decrease from the S20 Ultra’s 6.9 inches). All sport a 120Hz refresh rate that adapts based on usage. The phones also get the new Eye Comfort Shield, which reduces blue light as the day goes on.

Here in the States, all three phones sport the latest Qualcomm Snapdragon 888. The S21 and S21+ start at 8GB of RAM and 128GB of storage, while the Ultra starts at 12GB and 256GB. The batteries are pretty healthy, clocking in at 4000, 4800 and 5000mAh. They’re all available for pre-order now and start shipping January 29.