Telecoms industry looks to Apple for 5G ‘tipping point’ | Financial Times – even with the launch of Apple’s 5G-enabled iPhone — there is as yet no “killer app” that will immediately transform the way consumers use their smartphones; creating a 5G tipping point. – I don’t think its about consumers, I think it makes sense in the enterprise. The lack of killer applications in the consumer space reminds me a lot of 3G. And I don’t believe that Apple is the harbinger of a 5G tipping point
Why a new generation of challenger brands need to rethink how to challenge | A Little West of Centre – Blands. That’s what Ben Schott, writing for Bloomberg, coined them. And what a coining it is. The new generation of humble, conscious, in-it-to-sell, underdog companies, sporting D2C models, consumer champion narratives, minimalist aesthetics, affordable luxury positionings and post-choice selling techniques (this is THE mattress, that is THE toothbrush).
Indonesia’s central bank hints burglary in e-wallet player – consumers should look at the track record of providers before using them to save large amounts of money. Indonesia’s total e-wallet transaction value size is expected to reach US$15 billion by 2020, according to a recent report by The Asian Banker
Problem Solved #13: A lesson in tackling bloody taboos from Bodyform | The Drum – the result was to present the viewer with flame-engulfed apartment of a perimenopausal women; a monster ripping at an endometriosis sufferer’s uterus; a ‘flood gate’ moment following an unexpected sneeze; a woman who has chosen not to have children; and the often-turbulent journey of trying to conceive
Diane von Furstenberg: Interview | Vanity Fair – The iconic wrap dress, designed in 1974 and sold more than 15 million times since, made von Furstenberg an overnight sensation and began a dialogue with women that she has maintained ever since, in a large part through admirable philanthropic efforts, including the annual DVF awards. Now she’s taking that dialogue to the podcast, a medium she champions for its value in shifting the focus away from appearance.
Shenzhen — Justin McGuirk – pretty much nails how I found Shenzhen over the decade that I visited regularly. More on Shenzhen here.
Shenzhen/Huawei: the other Bay Area | Financial Times – The impression of military manoeuvres by alternative means was reinforced by Tencent, another Shenzhen resident. It was among big Chinese social and video platforms including iQiyi and Weibo, that simultaneously cancelled the livecast of Apple’s iPhone 12 launch
Apple Captures 66% of the Smartphone Industry’s Profits in Q3 leaving all of their Competitors Combined in the Dust – Patently Apple – it is becoming a challenge for Chinese smartphone brands to increase their smartphone ASPs and margins due to a combination of longer consumer holding periods and Apple lowering pricing on some key SKUs, which has limited the headroom that Chinese vendors had used to increase their ASPs – in the long term Huawei having to be vertically integrated all the way up the stack could be to their benefit
Gildo Zegna: tailoring masculinity for changing tastes | Financial Times – luxury goods industry is feeling the heat of technological disruption, social upheaval and identity politics. Furthermore, within the high end fashion industry few items of clothing are facing more pressure from falling consumer demand than the one that made the Zegna family rich: the traditional men’s suit. “The big challenge we face is a rethinking of masculinity,” he says. – I think streetwear is interesting because of the reassurance it provides on masculinity. The basics of streetwear go back to the mid-century sports basics. The hooded top, jeans, t-shirts, plaid shirts, Letterman jacket, track jacket etc
A Surveillance Net Blankets China’s Cities, Giving Police Vast Powers – The New York Times – Chinese authorities are knitting together old and state-of-the-art technologies — phone scanners, facial-recognition cameras, face and fingerprint databases and many others — into sweeping tools for authoritarian control, according to police and private databases examined by The New York Times. Once combined and fully operational, the tools can help police grab the identities of people as they walk down the street, find out who they are meeting with and identify who does and doesn’t belong to the Communist Party. The United States and other countries use some of the same techniques to track terrorists or drug lords. Chinese cities want to use them to track everybody.
Is LVMH’s Digital Transformation Working? | Luxury Society – “Over the last few years our market has become highly fragmented,” it added. “Customer journeys and purchasing habits have become more complex. Now, in addition to magazines and other traditional media, our customers – especially young people – use a range of digital options to stay informed, communicate with friends and shop. Brand awareness and customer engagement are built on these many different touchpoints.”
Internesting focus: Samsung 5G, machine learning and other emerging technology – Samsung pledges to invest $22B in AI, 5G and other emerging technologies – SiliconANGLE – plan to invest $22 billion in emerging fields such as artificial intelligence over the next three years. The effort will be driven primarily by the conglomerate’s Samsung Electronics Co Ltd arm, which makes its popular mobile devices. Last quarter, the handset maker saw profits decline for the first time in nearly two years due to stagnating smartphone sales. Investing more in emerging technologies could help Samsung generate new growth on the long term – the Samsung 5G and machine learning problem is the Chinese government and the limitless resources it will put behind Huawei and their peers. More Samsung content here.
Save Sarah Jeong! And Kevin Williamson, Quinn Norton, and Joy Reid Too | WIRED – my comment: I agree that Ms Jeong has a right to an opinion. She has a right to a bad day. However when she weighed into the Naomi Wu / Vice Media dispute; her contribution damaged some of the feminist and progressive viewpoints that she herself supports. As an international Wired subscriber I find it difficult to support her particularly aggressive form of American privilege. Ms Jeong used her skill in rhetoric to hide her lack of expertise in the legal and online social environment of China.
‘Hipster kryptonite’: will CDs ever have a resurgence? | Music | The Guardian – interesting read. I have listened to CDs and have them, but preferred to DJ with vinyl for tactile reasons. The article fails to ask whats next. We’ve got a generation coming through with Spotify with a more passive, casual relationship to music that we haven’t seen before. There has always been people who liked music but bought few if any recordings. We haven’t seen it on the scale that we see with the Spotify generation. Music becomes a utility like water, electricity or mobile data. Since music tends to be about playlists now the artist’s brand becomes less important. Festivals provide the buzz of live music for generation Spotify but they can dip in and out moving from one tent to another. They won’t support live acts in local concert halls, go to local clubs to support local DJs or have eclectic musical libraries
The UK Top 40 will never be the same | British GQ – For a stream to qualify as a sale, it has to play for at least 30 seconds. Most listeners will abandon anything too jarringly different before then, so there’s an incentive for artists to draw on a small pool of bankable writers, producers and styles. “I call it the shit-click factor,” says Masterton. “If a record is too challenging, then people will say, ‘What’s this? It’s shit,’ and click onto the next one. There used to be room on the charts for something dynamic and exciting such as the Arctic Monkeys. I can’t see the circumstances right now where that could happen.”
Rock is the new jazz and vinyl’s misleading revival: 5 things I’ve learned as Guardian music editor | The Guardian – Technology has vastly increased what record companies know about listeners and their listening habits, just as it has increased what newspapers know about their readers and their reading habits. And the results of this – on both parts – can be pernicious. At our end, it’s the reason why we get complaints about endless stories about Adele and Beyoncé and Kanye West. Why do we run them? Because people read them. Whereas very few people read stories about the latest underground band we want to rave about. And in music, that knowledge has resulted in commercial music, more than ever before, being made to a formula
Trivago Surpasses Billion-Euro Mark as Tech Investment and Advertising Pay Off – Finance.co.uk – The company also stated that increased expenditures in advertising had helped to improve revenues. Schroemgens informed reported that advertising has been a help for the company learn more about their customers. “We do a lot of quite extreme tests because the more extreme we do it, the more information we get,” said Schroemgens, in reference to the near wall-to-wall advertising campaign of Trivago on the London underground that features “the Trivago girl”, actress Gabrielle Miller. – In a digital world mass media still works. Trivago is particularly interesting when you think about the amount of established online travel players
Tom Scott talks about the ethics and perils of doctored videos due to face swapping. Porntube and Twitter have already outlawed it, but I think that we’re only at the beginning of the ethical morass that’s about to unfold
Why mobile operators want your second SIM card slot | HKEJ Insight – Hong Kong is hyper-saturated. Apple missed out by not having a dual-SIM offering. The problem with a lot of non-Hong Kong carriers is they would be struggling to innovate on the service that they offer due to generous data packages
Liberation Day was a glorified press conference where the Trump administration revealed their tariff scale on every country around the world. Weirdly enough, Russia wasn’t tariffed. Here’s some of the interesting analysis I saw prior to, and after the event.
The Trump administration leant into an aesthetic influenced by patriotic memes, the steeliness of The Apprentice and generative AI – a look I call Midjourney Modern. Liberation Day was no exception.
The Economist did a hot take that calls the whole thing a ‘fantasy’.
America’s Cultural Revolution – by Stephen Roach – Conflict – Stephen Roach was an Asian focused chief economist at Morgan Stanley. The American Cultural Revolution narrative is something I have heard from a few contacts in China and Roach echoes that perspective in this article.
Opinion | I Just Saw the Future. It Was Not in America. – The New York Times – President Trump is focused on what teams American transgender athletes can race on, and China is focused on transforming its factories with A.I. so it can outrace all our factories. Trump’s “Liberation Day” strategy is to double down on tariffs while gutting our national scientific institutions and work force that spur U.S. innovation. China’s liberation strategy is to open more research campuses and double down on A.I.-driven innovation to be permanently liberated from Trump’s tariffs.
Beijing’s message to America: We’re not afraid of you. You aren’t who you think you are — and we aren’t who you think we are. – Thomas Friedman – Overall, I would agree with the sentiment, BUT, you have to remember what he’s been shown is the best view of what China can do and reality is much more complex. I still think that there is a lot of the future being made in places like France, Finland, Latvia, Japan, Singapore, South Korea and Taiwan – as well as China. What China does best is quantity that has a scale all of its own, something America has historically excelled at.
DIY Birkin? China’s Gen Z 3D print dupes, share on RedNote | Jing Daily – Armed with affordable 3D printers and free design templates, young consumers are crafting their own versions of iconic luxury accessories. – Homage flowerpots or penholders rather than ‘dupes’ but 3D printing feels mainstream
Online
Revealed: Google facilitated Russia and China’s censorship requests | Censorship | The Guardian – After requests from the governments of Russia and China, Google has removed content such as YouTube videos of anti-state protesters or content that criticises and alleges corruption among their politicians. Google’s own data reveals that, globally, there are 5.6m items of content it has “named for removal” after government requests. Worldwide requests to Google for content removals have more than doubled since 2020, according to cybersecurity company Surfshark.
WeRide to open driverless taxi service in Zurich | EE News – Chinese operator is set to launch a fully unmanned taxi service in Zurich in the next few months. This follows the launch of its latest generation Robotaxi, the GXR, for fully unmanned paid autonomous ride-hailing services in Beijing. The GXR, with a L4-level redundant drive-by-wire chassis architecture, is WeRide’s second Robotaxi model to achieve fully driverless commercial operations in the city following pilot trials.
