TAG Heuer + more things
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TAG Heuer Pushing Brand in China, as Rivals Scale Back | Business of Fashion – it makes sense given the lower price point of TAG Heuer watches. TAG Heuer is in an interesting place. Due to the government clampdown on corruption, the market for ostentatious watches has been curtailed for the time being.
You could dispute whether TAG Heuer is even in the luxury space. Its range competes with the likes of Tissot on the bottom end and touches on Omega at the top end. The positioning that gives it a (temporary) tactical advantage in the Chinese market, leaves it vulnerable to the Apple Watch, which seems to have devoured the mid-market aside from rugged models. More on luxury here.
iPhone Future — Monday Note – great piece of analysis
Death to the Mass — Whither news? — Medium – the article proposes that content no longer king, and neither is distribution. Obviously if true, it would have major implications for the media sector. Jeff talks about conversation being more important now, which is an interesting framing of the challenge. I’d look at the opportunity as filtering or curation, and possibly social. Though in these times trust has declined alongside distribution.
This Company Might Make Apple and Google Irrelevant — NewCo Shift — Medium – dramatic title but interesting write up on Viv. Viv seems to be a ‘Wildfire’ type personal assistant proof of concept. The idea is that it would displace the intelligence of Siri or Google on the devices. Viv hopes to upend the current platform model. Just because it’s good technology doesn’t guarantee success. It is interesting to reflect again on how mobile carriers went from having the platform business in their hands to poorly compensated dumb pipes for the likes of Facebook, Google and Tencent. And why they are now starting to retreat from the nascent global empires that they built in a fit of hubris.