Search results for: “censorship”

  • Liberation day + more things

    Liberation day

    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.

    Liberation day social media post.

    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.

    China says weaponising agriculture in US trade war should be off-limits | South China Morning Post – agricultural price shocks in the past have led to civil disruption in China

    Liberation Day and The New World Order | Fabricated Knowledge

    Opinion | I Just Saw the Future. It Was Not in America. – The New York TimesPresident 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.

    Consumer behaviour

    Bachelors Without Bachelor’s: Gender Gaps in Education and Declining Marriage Rates by Clara Chambers, Benjamin Goldman, Joseph Winkelmann :: SSRN

    Culture

    Montreal DJs move clubbing from midnight to morning, adding coffee and croissants | Trendwatching – early morning clubbing, reminds of Marky J‘s mornings at the Baa Bar in Liverpool.

    Health

    Is Gen Z more mentally ill, or do they just talk about it more? | Doomscrollers

    Europe Rapidly Falling Behind China in Pharma, Astra Chief Warns – Bloomberg

    Ideas

    I’m Tired of Pretending Tech is Making the World Better | Joan Westenberg

    Innovation

    Samsung Develops Groundbreaking Achromatic Metalens With POSTECH – Samsung Global Newsroom

    Korea

    South Korean movie theater launches monthly knit-while-you-watch screenings | Trend-Watching

    Luxury

    Counterfeit luxury goods: London raids miss the target | Dark Luxury

    Vogue Business Index top 10: Preppy is back and so is Ralph Lauren | Vogue Business

    Polène: The global success of the French handbag made with love | Le Monde

    Marketing

    X-tortion: How Advertisers Are Losing Control Of Media Choice | Forrester – I am surprised how ‘on the nose’ Forrester is in this post.

    Technicolor, Parent Company of The Mill, MPC, and Mikros, Facing Potential Closure | LBBOnline – this hit the creative industries like a lightning bolt.

    Influencer Marketing: The quiet reset in the influencer economy, ET BrandEquity – the total number of influencers has shot up from 9,62,000 in 2020 to 4.06 million influencers in 2024, reflecting a staggering 322% growth.

    Materials

    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.

    The reason you feel alienated and alone | Madeline Holden – your Dunbar number is filled with para-social relationship rather than social relationships.

    China’s fragile online spaces for debate | Merics

    AI Discoverability: Amazon’s Mistakes NN Group

    Retailing

    Lidl TikTok Shop launch sells out in under 20 minutes | Retail Gazette – I am curious about Lidl fulfilment approach

    Security

    Military delegates lose sway at China’s signature political gathering | FT

    Putin is Unlikely to Demobilize in the Event of a Ceasefire Because He is Afraid of His Veterans | Institute for the Study of War – which poses economic challenges in Russia and a greater incentive to attack outside Ukraine once the conflict winds down

    Exclusive: Secretive Chinese network tries to lure fired federal workers, research shows | Reuters

    FBI raids home of prominent computer scientist who has gone incommunicado – Ars Technica

    Technology

    Google’s Sergey Brin Asks Workers to Spend More Time In the Office – The New York Times – 60 hour weeks are productivity sweet spot according to Sergey Brin. Silicon Valley looks more-and-more like Huangzhou.

    Alibaba exec warns of overheating AI infrastructure market • The Register

    Telecoms

    SoftBank and Ericsson agree to collaborate on next-gen telco tech

    Web-of-no-web

    Meta announces experimental Aria Gen 2 research smart glasses | CNBC

    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.

    Wireless

    London’s poor 5G blamed on spectrum, investment, Huawei ban • The Register – the comments nail it

  • 2024 – that was twenty twenty four

    2024 introduction


    This retrospective look at 2024 was inspired by a post from 2023. I reflected on the year’s events, with conflicts in Gaza and Ukraine, and numerous elections worldwide.

    Generative AI and cryptocurrency sectors dominated the tech scene. The Farfetch-Coupang deal highlighted the influence of top luxury brands, while Richemont became a speculative takeover target.

    L Catterton’s strategy of acquiring undervalued brands continued in 2024.

    GLP-1 weight management medications trended in healthcare, with tirzepatide as a focus. Advertising saw a downturn in 2023, but a positive outlook was forecasted for 2024 by the IPA Bellwether report.

    January 2024

    IP

    2024 marked the first iteration of Mickey Mouse, known as Steamboat Willie, entered the public domain. Copyright protection had been extended for 95 years due to political pressure from the media industry. Modern variants of Mickey Mouse remain protected.

    Just in time for generative AI to conjure up new variations.

    Florida bypassed intellectual property-based pricing by importing prescription drugs from Canada to reduce costs.

    Mastermind?

    In the trial of British citizen Jimmy Lai in Hong Kong, the prosecution alleged he orchestrated the 2019 protests, overlooking longstanding social issues highlighted by the Beijing liaison office. Lai’s Next Media and Apple Daily, sparked controversy akin to the Daily Star in the UK, but weren’t a counter-revolution.

    If Mr Lai is the figurehead of the Hong Kong protests, it implied fragility within the Chinese state. Committing crimes like sedition and colluding with a foreign power doesn’t require being a mastermind.

    Data Element – X

    China unveils a three-year ‘Data Element – X‘ plan from 2024 to 2026, anticipating a 20% annual growth in data-related sectors—four times the current economic growth rate. Data Element X encompasses various industries and technologies, including machine learning, data processing, big data, databases, data gathering, digital transformation, smart cities, digital twins, cloud computing, and metaverse services. This initiative is poised to gain increasing prominence in international business and policy circles over time.

    Luxury inclusiveness

    LVMH bolstered its watch division, appointing Frédéric Arnault to oversee Hublot, TAG Heuer, and Zenith. Loewe experienced a surge in momentum, highlighted by a campaign featuring veteran actress Dame Maggie Smith and signed Jamie Dornan as a global ambassador for 2024, likely making it the most inclusive luxury campaign of 2024.

    loewe
    Loewe

    Watches of Switzerland saw a decline following a profit warning, there was inadequate forward guidance despite the decline in the luxury watch secondary market since mid-2021. Highsnobiety announced its selection of new luxury brands for 2024.

    new luxury

    January 2024 in marketing and adjacent areas

    The month began slowly, with many decision-makers out of office until January 15th. Byron Sharp published a paper “The Market-Based Assets Theory of Brand Competition” in the Journal of Retailing and Consumer Services, challenging classical marketing methodologies of segmentation and targeting. Despite speculation about the demise of CMOs, research suggested it won’t happen yet.

    WPP consolidated major PR brands H&K and BCW, leading to significant job consolidation, particularly in finance and HR. The rebranded business Burson signifies a departure from WPP’s usual naming conventions. The restructuring is expected to impact Europe and Asia-Pacific the most. Provoke Media provided insight. (Disclosure: I previously worked with Corey duBrowa at WE; and later at Burson-Marsteller & Colgate’s Red Fuse agency.)

    CES 2024 expanded beyond consumer electronics, featuring products targeting enterprises. Notable highlights included logistics robots, vehicle microchips, and device operating systems. L’Oreal’s demonstration of 3D printed lipsticks marked a shift towards disrupting manufacturing, and their keynote marked a historic moment for beauty companies at CES.

    Health was a key focus at the 2024 show, but more intriguing developments unfolded at JP Morgan’s Health Care Conference in San Francisco. CES organizers excel in gathering research on consumer electronics and technology, with one slide from their presentation catching my attention this year.

    CES_Tech Trends To Watch 2024

    The slide examines US consumer technology spending, specifically focusing on software and services. Entertainment content continues to dominate, reminiscent of the 1970s, while retailers and e-tailers still profit from high-margin extended warranties like AppleCare. In contrast, digital health services barely register on the chart.

    AI is as ubiquitous at CES 2024 as MSG on my favourite Japanese instant noodles.

    Amazon implemented job cuts, particularly affecting its media divisions such as Prime Video, Twitch, and MGM, amidst industry-wide consolidation efforts. Additionally, Amazon Prime Video introduced an extra fee for ad-free viewing. Technology layoffs continue into 2024, focusing on realignment around AI, impacting companies like Alphabet, Amazon, Meta, and SAP.

    According to Davos attendees I know, finance professionals discussed AI-powered trading models, prompting nightmares about Greg Secker becoming Goldman Sachs’ CEO.

    AI-based trading models, previously reliant on fractal theory and the assumption of market organicity akin to Gaia theory, have gained traction. The work of one team was celebrated in Thomas A. Bass’ book “The Predictors,” yet risks remain, illustrated by Nassim Taleb’s Black Swan Concept and the Long-Term Capital Management failure.

    Japanese novelist Rie Kudan discussed her use of AI in her life and writing.

    Stanley’s insulated tumblers gained popularity, with secondary markets like StockX seeing considerable mark-ups. The maximum price paid on StockX was £290.

    stanley

    The Mac turns 40.

    Despite the Philippines’ healthy economic growth forecast of 6% in 2024, CNN Philippines shut down all channels: broadcast, mobile, and online.

    In other news

    During the 2024 New Year period, Japan faced a strong earthquake and a two-plane accident. Fortunately, passengers on one plane escaped without serious injury. In 2024, the UK lost veteran DJ Annie Nightingale, aged 83, known for championing new music, particularly various dance music genres stemming from house music, the warehouse scene, and digital production.

    Annie Nightingale

    The US SEC approves the first cryptocurrency-based ETFs, while Korean Telecom (KT) shut down its NFT platform.

    In Taiwan, Lai Ching-te and the DPP win the election but lack a parliamentary majority.

    Unusual cold weather in the middle of the month was followed by strong winds, caused a large metal wheeled bin to roll down my road.

    In Russia, a law is passed claiming territory previously held by Russia, including Alaska. Meanwhile, the UK considered introducing conscription due to tensions with Russia, but survey respondents express reluctance towards it.

    An FT opinion piece discussed how views among young cohorts have diverged between progressive politics and conservatism, with implications for various political and social issues. Rob Henderson called it the ‘gender equality paradox‘ based on findings in academic research in psychology.

    gender split
    Financial Times

    This highlighted that ‘generations‘ as a marketing concept is a delusion. Richard Reeves’ book “Of Boys And Men” and research by the American Institute of Boys & Men explore reasons for men’s divergent political views from women.

    How January 2024 memed?

    UK quiz show University Challenge went viral after host Amol Rajon responded to a contestant’s answer with, “I can’t accept Drum & Bass. We need Jungle, I’m afraid.” This led to various remixes.

    February 2024

    February 2024 saw the transition in the lunar calendar from the year of the rabbit to the year of the dragon. Flickr turned 20 years old.

    Apple starts taking orders for the VisionPro. The Vision Pro generates lots of reviews. The general consensus was interesting, but not ready for consumer adoption and no one is clear what its ‘killer app’ is. It has this in common with the Mac’s launch some four decades earlier. We forget now that the Mac was seen by IT people as a toy. It didn’t have a ‘use case’ until Adobe and Apple partnered on the LaserWriter PostScript-powered laser printer. This allowed Aldus Software’ PageMaker desktop publishing software to print its designs.

    The iPhone had a similar problem when launched, but the second generation had the app eco-system which sold the iPhone.

    Things I Like: Newton eMate 300
    Apple Newton eMate 300

    The first generation Vision Pro may be a future success, or an interesting diversion like the Apple Cube or the eMate. This explains why there was a high initial return rate of Vision Pro headsets.

    Cube

    nVidia’s quarterly result exceeded expectations by a large margin and the share price went up 17% overnight to 35x earnings. It felt like a bubble, here’s what Malcolm Penn of Future Horizons had to say:

    nVidia’s right place, right time Perfect Storm. nVIDIA’s meteoric rise over the past year was triggered by OpenAI’s ChatGPT launch on November 30, 2022. Once word got out it was using 10,000 nVIDIA GPUs, the flood gates burst open. In a deluge of hope, hype and hysteria, not seen since the late 1990’s Internet driven Dot-com boom, AI is up front and center of every firm’s ambition with stock market investors swooning at dreams of an AI-overlord future. nVIDIA deserves its place in the sun and the chip industry thrives on legendary moments like these. Leaving aside the hype, AI will eventually make current products better and smarter, and enable new products to be build that were previously impossible, it’s what the chip industry does best, but no chip market has ever taken off based on a US$40,000 IC!

    Chinese government contractor I-S00N was hacked and a trawl of data dumped on Github like Mosseck Fonseca. It showed the asymmetry of costs between hacking and being hacked.

    A US Senate hearing spotlights online platforms’ harm to children felt different. Social media platforms faced severe criticism, with Mark Zuckerberg offering apologies. TikTok’s responses sparked debate on the hearings’ undertones, contrasting with Meta’s approach.

    Good news for the Hong Kong economy ahead of lunar new year, with a 7.8% year-on-year increase in December. However, the rise masked challenges, including the popularity of warehouse shopping in Shenzhen, leading to less spent in Hong Kong. Retailers are grappling with the recent growth of Hong Kong’s e-commerce sector. Despite this, excitement was dampened by a failed attempt at ‘tentpole events,’ as an exhibition soccer match with Inter Miami saw the team’s stars benched. The match, organised by Tatler Asia, raises more questions than answers.

    Hong Kong Chief Executive John Lee likely had a better time than Labour Party politician David Lammy, who faced criticism from Indian business elites during a business trip to India over London’s violent Rolex robberies.

    Dutch artist Florentijn Hofman brought his deflating rubber ducks art installation to Kaohsiung port in Taiwan this month.

    Starbucks partnered with Gopuff for late-night coffee deliveries, challenging competitors like Shell filling stations and McDonald’s McCafe.

    Novo Nordisk acquired another pharmaceutical company to grow Wegovy production, potentially affecting future price reductions.

    Tod’s planned to go private in a deal with L Catterton, maintaining majority ownership with the Della Valle family and minority stakes for LVMH. This followed on from the L Catterton deal to take Birkenstock private and then relist at a much higher valuation.

    Adidas and Nike shift away from scarcity models for sneakers, signalling a peak in the secondary market.

    China aimed to revive its housing sector and economy with a cut in home borrowing rates over five years.

    Marketing and adjacent areas

    The Guardian used ‘dadcast’ to describe a podcast perceived as privileged and exhibiting toxic masculinity. There’s speculation about jealousy towards profitable podcasts catering to middle-aged men’s interests. Some noted on LinkedIn that ‘Dad’ is increasingly used in mainstream media as a disparaging term.

    Vice Media undergoes significant layoffs, prompting reflections from the CYBER podcast team on the company’s decline. Amazon reports advertising revenue exceeding 8 percent in Q4 2023, largely at Google’s expense.

    Amazon’s success is attributed to AWS facilitating data collaboration for media buys and Prime Video’s brand-building content. However, a study from Australia finds that brands shifting from linear TV to video on demand lose market share due to ineffective media planning.

    The “bad neighborhood” effect may contribute to poor YouTube performance, with many ads promoting low-quality products.

    Metalheadz celebrates its 30th anniversary with a collaboration with Stüssy. Burberry’s Harrods takeover got attention for dressing the doormen in ‘knight blue’ check.

    Burberry knight blue

    i-D magazine shifted direction, suspending print and online publication but continuing daily updates on social media as part of a new business model and editorial leadership. This move reflected an evolving landscape of fashion publishing.

    Condé Nast parted ways with Vogue China editor Margaret Zhang. Zhang’s background in translating Chinese youth culture for Western audiences in corporate settings may not have prepared her for leading a large editorial team profitably, especially in the digital age. Her lack of immersion in Chinese culture and experiences of online harassment didn’t help.

    Despite challenges, Zhang initiated notable projects such as a mentoring scheme for Chinese designers. Luxury brands like LVMH explored product placement and financing Hollywood projects, tapping into the growing demand for high-end wardrobe in popular shows.

    Taylor Swift’s impact on the Super Bowl contrasted with lacklustre advertisements during the event, while Lunar New Year ads felt safer than usual. Jollibee, a Filipino fast-food chain, succeeded on Valentine’s Day with its film “My Kwentong Valentine’s Day: 30 Dates,” showcasing its connection with customers through relatable storytelling.

    Ring surprised customers with a 43% increase in subscription fees, from £34.99 to £49.99 per device per year for basic plan users, effective March 2024. The price hike sparked outrage among customers, leading to cancellations and tips on locking-in better deals for longer.

    Rabbit AI, touted as the standout product of CES 2024, resorted to static ads on YouTube to boost pre-orders. This approach raised doubts about whether extensive global media coverage and event hype resulted in a substantial waiting list.

    Seeing a lot of these Rabbit pre-order ad spots

    Humane AI, which launched in 2023, announced a delay in shipping their AI personal assistant. Meanwhile, the BBC updates its approach to using generative AI responsibly, a process evolving since October last year when initial principles were established. Kara Swisher published Burn Book; her memoir as a tech journalist, which is part-therapy, part dot-com boom to late state capitalism evolution of Silicon Valley. More in my review here.

    Unbeknownst to many, the BBC has a history of innovation, evidenced by creations like the LS3/5A loudspeaker design originating from a 1972 BBC research paper. Over the years, the BBC has adopted a ‘co-pilot’ approach to language translation for its World Service, utilizing a service called Frank, initially funded under the EU GoURMET programme.

    The recent BBC update focused on enhancing content propagation through different formats and more personalized marketing, raising concerns about reducing a common truth across diverse audiences and potentially exacerbating societal polarization.

    In other news, The Body Shop appointed administrators, drawing attention to its challenges since its acquisition by L’Oreal.

    The power of design

    Europe doesn’t get to enjoy the bold design of the 2024 Lexus GX, which combines luxury with a rugged Tonka toy aesthetic, surpassing even Mercedes’ G-Wagen.

    YouTube’s top car reviewer, Doug DeMuro, likened the GX’s impact to that of a Lamborghini Countach.

    London Fashion Week was either hybrid or reminiscent of past eras, lasting just four days. Highsnobiety hosted events under the ‘Not in London‘ banner. London Fashion Week was 40 this year, as was UK magazine Gay Times, which underwent a process of reinvention as it slips into middle age.

    Tate & Lyle updated designs for its Golden Syrup on plastic packaging and extensions, but not on its traditional tin.

    How February 2024 memed?

    Let’s steer clear of the conspiracy theories about Taylor Swift. Instead, consider the “AI-two step,” a term I got via Antony Mayfield. It describes the process of job destruction in knowledge worker sectors through the implementation of AI-enabled software: step one involves introducing these processes, followed by step two: gradual layoffs to avoid media attention. This phenomenon parallels last year’s “Patagonia vest recession.”

    March 2024

    March began with cold, rainy weather as I freelanced at PRECISIONeffect. In Rochdale, a veteran politician won the election, known for anti-Israel and pro-Russia views. The Washington Post obtained documents revealing Russian misinformation campaigns. The United States and the Jordanian air force airdropped food aid along the Gaza Strip coast after land delivery resulted in 100 deaths. Train fares increased, causing frustration with Avanti West Coast cancellations. Taylor Swift concerts were discussed for their geopolitical impact. President Biden addressed gender inequality in medical research, and Chalmers University in Sweden unveiled a computer model predicting 90% of lymphatic cancer cases.

    Luxury

    Omega ran a teaser campaign that harks back to its long association with the NASA Silver Snoopy award and the Speedmaster range of chronograph watches. The timing of this release was about getting ahead of the bevy of new products launched at Watches & Wonders trade show. It was yet another Swatch homage to the Omega Speedmaster, in white plastic and an animated Snoopy, which is like Gordon Ramsay shilling for Pepperami.

    snoopy
    Omega

    Bangkok, Thailand, now a hub of Asian pop culture, boasts local artists rivalling former Cantopop and K-pop stars in Southeast Asia. Louis Vuitton’s The Place in Bangkok offers a unique retail experience combining exhibition, immersive experience, restaurant, and luxury store.

    Trade magazine Business of Fashion and Bloomberg called out LVMH quiet luxury brand Loro Piana over exploitation of indigenous people in Peru.

    “In New York, Milan or London, the fashion house Loro Piana sells a vicuña sweater for about $9,000. Barrientos’ Indigenous community of Lucanas, whose only customer is Loro Piana, receives about $280 for an equivalent amount of fiber. That doesn’t leave enough to pay Barrientos, whose village expects her to work as a volunteer.”

    Marcelo Rochabrun for Bloomberg

    Matchesfashion.com went into administration, three months it was bought as a turnaround target. This is the latest in a number of distressed multi-label boutiques. Farfetch was sold out Coupang at the end of 2023.

    Marketing and related areas

    My blog renaissance chambara turned 20 years old on March 13, 2024, and the stone tablets of advertising planning were made 50 years ago. BBH did a nice essay on the original JWT London planning guide here. It was 35 years since De La Soul released their iconic first album 3 Foot High and Rising – now remastered with bonus unreleased tracks.

    De La Soul
    De La Soul by DeShawn Craddock

    Remember when Adidas parted ways with Kanye West (back in 2022)? Well, Adidas waited until March to sell the last tranche of shoes from the Yeezy range. Later on, they announced their first net loss since 1992. The resurgence of interest in the Gazelle and Samba shoes through spring and summer last year were not enough to plug the gap. Adidas hopes that China will drive double digit growth, though the Chinese market can be volatile and there are more homegrown and foreign brands to compete with. In the meantime, pain was piled on pain, with the German football association opting to go with Nike rather than Adidas from 2027.

    The US Congress passed a law to force Bytedance to sell TikTok, or, face a ban from US app stores within six months. ‘The TikTok Ban‘ – so TikTok had user deluge politicians with calls. The advertising world went into a tizzy about THE TIKTOK BAN.

    Less commented on was LinkedIn’s ability to embed video in posts like this, or create hyperlinks within articles using its editing functions became broken. Hence the move to images and writing this offline and cut-and-pasting back in which at least kept hyperlinks.

    What was almost as important, but got a lot less coverage was the news that Meta was finally going to zuck CrowdTangle with a shutdown due in August this year. NewsWhip tried to step into the breach left by the demise of Crowdtangle.

    The continued inflation pressuring low income households was good news for instant noodles. According to the FT, their long shelf life made them a hedge against inflation. Lower income customers bought instant noodles to make ends meet, Nestlé was pressured by ESG investors to pivot towards healthier foods.

    Maggi logo
    Nestlé

    Nestlé brand Maggi – is one of Asia’s most popular instant noodle, soups and seasonings, which is likely to fall foul of the ESG push.

    CNN estimated that the Bud Light influencer marketing campaign with Dylan Mulvaney cost $1.38 billion in revenue terms through 2023. In the aftermath of the Bud Light backlash, AB InBev’s share of the US beer market declined by 5.2 percentage points in the second quarter, dropping to 36.9%. By February, the company had closed the deficit from its May peak by 1.2 percentage points, with a steady rate of ground gained every three or four weeks. However, the expenditure required to close this gap remains undisclosed.

    Unilever announced the spin-off of its ice cream brands, framing it as a shift towards higher-performing brands. It’s surprising that Magnum and Ben & Jerry’s weren’t considered high-performing, suggesting a macro view on categories. Combining them with the Heart brands’ ice creams made sense from a supply chain and distribution perspective, possibly driving the decision.

    Other news

    Iris Apfel at O Cinema Miami Beach to present IRIS, by Albert Maysles

    Iris Apfel, known in fashion and textiles for decades, passed away at the age of 102. She began her career writing for WWD (Women’s Wear Daily) before founding Old World Weavers Inc., which reproduced textiles from the past for restoration projects. Apfel managed the business for nearly five decades before retiring in 1992. Her fame as a socialite grew from her client base, and soared after her retirement. Her unique style, influenced by five decades of travel, garnered attention, leading to the publication of her autobiography and representation by IMG.

    We also lost science fiction writer Vernor Vinge, author of True Names – a predictor of the modern internet. David Brin wrote a poignant tribute to Vinge. Psychologist Daniel Kahneman died aged 90.

    Joseph E. Chandler
    Joseph E. Chandler by Kerri Chandler

    The term “house music legend” has been used casually, but it aptly describes veteran New York DJ/producer Kerri Chandler. In honour of his father Joseph E. Chandler, a disco-era DJ who influenced him, Chandler released 73 tracks for free download. His father would have turned 73 had he lived.

    Karl Wallinger, frontman of World Party, has passed away. He is best known for his song “She’s The One,” famously covered by Robbie Williams.

    How March 2024 memed?

    The meme likely to define the year, akin to last year’s Patagonia vest recession, was coined by Scott Galloway: Corporate Ozemic. It encapsulates businesses’ adoption of LLM-based services to automate workflows and reduce staff. Klarna, a pay-later business, served as a poster child, admitting to displacing 700 former employees.

    At SXSW, there was audience pushback against ‘AI’, a phenomenon not seen during the dot com boom. Big tech needed to invest heavily in political campaigns, lobbyists, PR firms, and lawyers.

    The first photo of Princess Kate since her surgery was withdrawn by Associated Press for manipulation that didn’t meet their standards. Speculation ensued, leading to a popular meme identified by StickyBeak. Later a BBC video disclosed her cancer treatment.

    Kate Middleton's family picture memeing

    April 2024

    April started as a bank holiday in the UK and Europe. The global economy has very mixed data. In the UK, the NHS looked to roll out insulin pumps to a lot of people with type 1 diabetes. Google introduced its medicine-specific large language models. Health technology business ZOE lays off a number of staff.

    Luxury

    Industry exhibition Watches and Wonders 2024 saw new timepieces from fashion brands like Chanel and Hermés alongside watch-makers like IWC and Rolex. Rolex’ gold Deepsea is the most conspicuous luxury item that I have seen to date. It’s a sold wedge of gold, ceramic and titanium.

    As a tool watch, the Deepsea is a ridiculously large slab of stainless steel. In gold it became surreal and garish due to its scale. Gold has very different physical properties to stainless steel, which is why key structural parts are having to be made from titanium and ceramics. It weighed in at 397 grams, or the equivalent of wearing two large iPhone 15 Pro Max’ on your wrist.

    Gold Sea-Dweller deepsea is quite a statement

    The Deepsea was the antithesis to the growth in women’s watches at the show like a last stand of toxic masculinity embodied in horology. Meanwhile export earnings by LVMH, were larger than the whole of France’s agricultural sector. Earth Day happens across LinkedIn. The best thing I read was the pointed critique why Vogue Business didn’t cover it.

    No brand is doing enough to warrant a celebration of its impact on the planet.

    Rachel Cernansky, Vogue Business

    Marketing and related areas

    JP Morgan announced a new advertising venture utilising Chase customer spending data. It was unclear whether this mirrors the brand partnership agreements like those of Amex, or if it entails a more programmatic approach.

    An investigation of Forbes alleged that the publication was selling premium priced online advertising inventory on ‘spammy’ sub-domain for seven years. This raised yet more questions about the wisdom of using online media.

    Hootsuite acquired TalkWalker; adding social media listening to its publishing and reporting capabilities. Meta’s Threads announces an intention to provide a Threads API in June and published developer documentation.

    Japan’s LDP uses an AI-generated slogan for its election campaign. Economic revitalisation: Providing tangible results. – was chosen from 500 options written by copywriters and AI respectively.

    Online and tech

    Google Podcasts is shutdown, more on the Google product death march here. Google leaked Apple’s plans for RCS support. Apple launched the first major update to VisionOS allowing for shared experiences. It was ideal for education or training scenarios. eBay UK went free-to-sell for individual sales of pre-used fashion, taking Depop head-on. News-focused Twitter alternative Post.news announced plans to shut down over the next few weeks. Humane AI’s pin device not well received by reviewers despite impressive engineering.

    Other news

    Pharrell Williams launched a new album called Black Yacht Rock, while creative director at Louis Vuitton. It was my album of 2024.

    https://flic.kr/p/2pJAup9

    Hong Kong’s ban on many single-use plastics comes into force, with criticism from retail and hospitality sectors. 1990s skate brand iPath comes back from the dead.

    How April 2024 memed?

    Probably the biggest story online was how Rishi Sunak wore a box fresh pair of Adidas Samba soccer training shoes to an interview and went viral online. Sunak later apologised for wearing the shoes, but the style damage was considered to be done already for Adidas (at least in the UK).

    Rishi Sunak MP
    Rishi Sunak

    May 2024

    The end of April and beginning of May was uncharacteristically cool and wet. We had an impressively loud thunder storm. Universities in the US and Europe cleared out campuses occupied in protest at the Palestinian cause. This had a ‘Streisand effect’ like impact, internationalising the protests. Novo Nordisk looks for even further uses for semaglutide – looking at alcohol use and liver damage along with a trial currently running looking at potential benefits with regards Alzheimers.

    For months previously, the political discourse I heard around me was that we need change. Sunak needs to go. Sunak announced a July 4th election with just six weeks of campaigning and most of the amateur pundits I knew looked as if they had been on the wrong side of a Power Slap championship match.

    Luxury news

    Supreme
    Stan Wiecher

    Premium priced streetwear brand Supreme turns 30, but it’s not all good news as Vogue Business claimed Stüssy’s drops are more popular than those by the younger upstart. Synthetic diamonds had a moment for a while in the US jewellery trade. But now that Danish jewellery brand Pandora has succeeded with synthetic diamonds it feels like global mainstream sales are just around the corner.

    TAG Heuer teamed with Kith and brings back the Formula 1 at the 2024 Miami formula one Grand Prix race. It is a watch that sits somewhere between a scuba Swatch and the Luminox dive watch.

    Luxury’s involvement in NFTs resulted in Dolce & Gabbana being taken to court over an NFT-related metaverse offering.

    Can two turkeys make an eagle? Balenciaga and Under Armour seemed to think so with their collaboration revealed on social media at the end of May.

    PDD Holdings, the owners of tat merchant Temu and Chinese e-tailing platform Pinduoduo became worth more than China’s Amazon analogue Alibaba. Tough market conditions for luxury and a decline in the consumer relevance of TMall vs. Pinduoduo may be partly responsible for this.

    Marketing, media and advertising news

    ZAK published a report on how different cultures are having a global influence. It tells a nice story that conceals a layer of complexity. For instance, Hallyu has been an overnight success, the best part of four decades in the making with the sales of international dramas and films. I do like their model on brand partnerships.

    It was lovely to see a project that my former colleague Rohit worked on had won a bronze award at the New York Festivals Health Awards for a film that was made to explain a key concept that differentiated the client’s vaccine.

    Marketers and long-time Apple customers complain about Apple’s crush! advertisement. YouTube followed Apple’s lead in censorship in Hong Kong, following a Hong Kong court ruling banning protest anthem ‘Glory to Hong Kong‘ from appearing online. Unlike YouTube, Apple didn’t need a court order to ban HKmap back in 2019 during the citywide protests.

    Nestlé launched its Vital Pursuit range in the US. This is a range of high-fibre, high protein foods with calorie-controlled portions aimed at consumers using weight loss medications based on GLP-1. Kao expanded its ambition for ESG, as Unilever went in the opposite direction.

    media spend

    WARC research predicted that Meta advertising will imminently equal or even surpass global linear television. This doesn’t include connected television, or indicate that Meta advertising has comparable brand building effectiveness to linear television. It also doesn’t include the wide variance in customer base. Meta has enjoyed a large amount of growth from China based direct-to-consumer e-tailers and apps like Temu and Shein.

    Online media powerhouse LADBible expands its commercial footprint to cover south east Asia and Hong Kong through partner Val Morgan Digital. And the London Evening Standard stops publishing on a daily basis, moving to a weekly format thanks to changes in working amongst Londoners.

    Other news

    _DSF8978

    We lost Tony O’Reilly this month. O’Reilly was Richard Branson-like figure in Ireland. He was famous for creating Kerrygold dairy products way back in 1968. He also negotiated a distribution deal for Erin Foods with Heinz and ended up running Heinz up until 2000.

    Film executive Roger Corman died. Corman’s impact on Hollywood was pervasive. He wrote, directed and produced cult classic films in his own right. He fostered talent that went on to great things and distributed important foreign films from French new wave directors to Akira Kurosawa.

    Technology news

    Apple continued to suffer from depressed sales in China and launches new iPad models for the first time in two years. OpenAI totally did not copy Scarlett Johansson’s voice in a creepy homage to the Spike Jonze film Her. As The Atlantic wrote at the time:

    The Scarlett Johansson debacle is a microcosm of AI’s raw deal: It’s happening, and you can’t stop it.

    OpenAI Just Gave Away the Entire Game – The Atlantic

    This is important not only from a technology point of view, but from the mindset of systemic sociopathy had become pervasive in Silicon Valley. Meanwhile Goldman Sachs thought generative AI will eventually boost GDP and productivity.

    Key details about how Google search works was leaked and poured over by search marketers and the media.

    Spotify ended support for its Car Thing device and offering refunds to consumers.

    How May 2024 memes?

    Kendrick Lamar // Melkweg Amsterdam

    Kendrick Lamar and Drake had a running feud. Lamar made allegations of Drake having a secret child and alleged that Drake slept with minors. A straw poll of people I know, seemed to show that on balance they were team ‘Kenny’.

    June 2024

    May 2024 ended in a similar manner to the way it had started with blustery showers, though we did get a bit of sunshine in between. I had worked through the end of April and May on a project for GREY / TANK Worldwide. It was a great experience working with GREY team members based in Copenhagen, Port Elizabeth and Mumbai, alongside a TANK team based in London.

    We went into June 2024 with a UK general election hanging over us with voting due on July 4, 2024. Labour party candidates only finalised selection on 4 June 2024. IPSOS provided some of the best voter intent data.

    It’s hard to communicate how little enthusiasm there was for the general election. The news agenda seldom touched on the election, but was captured by gambling related scandals that embarrassed both the Conservatives and Labour.

    ITV hosted one of the worst formatted events I have seen for a television electoral debates.

    The 45-second answer format allowed for little more than formulated soundbites rather than a nuanced informed debate. Neither candidate impressed. The 41st edition of British Social Attitudes (BSA) report, published by the National Centre for Social Research revealed a lack of confidence in UK’s system government and its politicians – which meant that all parties had an uphill battle ahead of them.

    In Hong Kong, the authorities used Article 23 for the first time to arrest and charge seven people. This seemed to be an action to pre-empt any commemoration of the June 4th protest movement and subsequent Tiananmen crackdown. Among them was barrister Chow Hang-tung, who was already facing a possible 10-year prison sentence under the 2020 National Security law.

    Tianamen Candlelight Vigil 2015
    Tianamen Candlelight Vigil 2015 – VeryBusyPeople

    Chow faced an additional seven years in prison for inciting “hatred and distrust of the central government, the Hong Kong government and the judiciary” via social media.

    All of this added additional complexity for Meta and Google in the territory and was at odds with Hong Kong government efforts to reignite its past status as Asia’s ‘world city’ through tourism and inbound investment. Cathay Pacific was pressured by the government to focus more on Middle East destinations.

    Luxury

    Karl Lagerfeld prodigy Virginie Viard left Chanel. Chanel had been commercially successful under Viard. Her departure was the final break with the Karl Lagerfeld legacy. Fendi announce their own range of in-house manufactured perfumes, selling for a cool £300 each.

    OTB announced it is to sell NFC tagged items that would be verified via Aura blockchain. This will is rolled out in the fall / winter collections of Jil Sander, Maison Margiela and Marni. Expect this to become commonplace as European Union digital passport rules come into force.

    LVMH buys L’Épée 1839 – who make decorative clocks and kinetic artworks. L’Épée 1839 is stocked in luxury jewellers like Pagnell and Bucherer. Speculation re-emerged about a LVMH acquisition of Richemont.

    Frasers acquired multi-brand online boutique Coggles from THG.

    A number of western luxury brands closed their Tmall stores (AMBUSH, NYX Professional Makeup, Mark Jacobs Fragrances). Commentators point out that the cost of running and promoting a store on Tmall had got too expensive.

    Balenciaga created a haute couture dress that is designed to unravel after its first wear. It’s an ocean of nylon mesh that sparked concerns about luxury ‘fast fashion’.

    Marketing, media and advertising news

    Mainland Chinese restaurant and café brands LMM Lemon Tea 柠濛濛, Western Hunan fast-casual chain Luobo Xiangnan 萝卜向南, Takoyaki chain Gulugulu 咕噜丸子屋, and BBQ brand Xita Laotaitai 西塔老太太 shut their Hong Kong stores. An increase in Hong Kongers going to Shenzhen due to the strong US dollar (which the Hong Kong dollar is pegged to vs. the yuan) and a lack of tourists are thought to be partly to blame.

    Spotify allegedly used audiobook bundling as a way to reduce payments to publishers and songwriters. ChiefMartec’s 2024 landscape of marketing technology finds that the amount of products has now grown by over a quarter to over 14,100 and claims that there are over 400,000 marketing agencies around the world. All of this is played out as marketing platforms from Amazon, Bytedance, Meta, Microsoft and Alphabet have steadily consolidated greater share of marketing spend.

    The long-running discussions between Skydance and National Amusements which held the fate of Paramount Pictures in the balance were stopped. Discussions had been ongoing since the end of 2023.

    The UK general election campaign was mischaracterised in the media as ‘the first TikTok election‘. According to GWI, the biggest platforms for political content in the UK were X (21%), YouTube (20%), and Facebook (18%). Labour had outspent the Conservatives on advertising prior to legal restrictions kicking in; but Conservative posts seem to have got the most impressions for their money.

    Harley-Davidson took UK retailer Next to court over trademark infringement on clothing design. Vodafone’s The Nation’s Network creative work starts to appear. The insight tried to address the very human truth of wider feelings of disconnection in the general public. However, given that Vodafone had been trying to consolidate its network with Three UK, the tagline seemed disingenuous to some observers. Why would Vodafone need to merge with Three if it was already the nation’s network?

    Design newsletter Sidebar retired (at least for a while), 12 years and the cost of running a daily newsletter hitting 90,000 subscribers took its toll. All of which makes Dave Farber’s Interesting People list seem even more remarkable. At the time, Interesting People had been running since May 1993.

    WPP’s consolidation of brands continued with Burson .

    The New York Times partnered with grocery delivery service Instacart on shoppable recipes. This was not only an opportunity for quality media, but a threat to the likes of Fresh Direct and other DTC meal kit companies.

    Defunct radio station brand Atlantic 252 returned to the airwaves over 20 years after going off-line. the media pack claimed a 40+ target audience with whom the brand has some recognition.

    Chinese brands were prominent sponsors of the UEFA Euros 2024: Hisense, Ant Group, Vivo, BYD, and AliExpress. Cannes festival of advertising saw a campaign that I was involved with shortlisted. The film was aimed at healthcare professionals in Greece and the Philippines.

    2024 Cannes festival of advertising had a focus change towards audience enjoyment, while downplayed the focus on purpose. Ad agencies were reassured by platforms like Tiktok and Meta not wanting to squash them and steal their clients.

    It didn’t take long for private equity funded YouTube channels to see an exodus of talent.

    Speculation revolved around IPG agencies R/GA and MullenLowe.

    Other news

    Donald Sutherland

    Donald Sutherland, the offbeat tank commander in Kellys Heroes and arch villain in the Mockingbird film series died at 88.

    Technology news

    Mixed reality business Magic Leap announces a strategic partnership with Google. Magic Leap seemed to be focusing on its optical design, with Google handling software duties. Google got rid of its endless search results page.

    Microsoft announced further layoffs limiting mixed reality plans to existing defence and enterprise contracts. There were also lay-offs in cloud services.

    Raspberry Pi announced a low-power on-device AI option that could work for uses like facial recognition. This represented an opportunity for hobbyists and product designers. It wasn’t as powerful as Intel’s Lunar Lake or Qualcomm’s SnapDragon powered processors.

    Apple WWDC 2024 saw generative AI techniques integrated into the company’s operating systems, applications and software development kits. Apple took steps to do as much work on device as possible and ensure privacy when cloud processing was used. Apple announced that Apple Intelligence related features will not be on EU phones in 2024.

    Japan forced Apple, Microsoft and Google to allow third-party app stores. The EU introduced tariffs on Chinese manufactured electric vehicles and took legal action against the Apple app store and Microsoft Teams.

    Several retailers and FMCG companies came together to call for the QRcode to replace the barcode on products as part of the GS1 standard. As regulatory standards like the EU’s digital product passport regulations come in, the barcode is no longer fit for purpose. Amazon started to compete directly with Temu and Shein.

    Habbo Hotel returned. Illegal movie streaming site Fmovies goes offline. It turned out that the network of sites were run from Vietnam.

    Goldman Sachs published a sobering analysis on generative AI from productivity gains to likely return on investment. This became popularised in July amongst investors and business leaders. It is at odds with Mary Meeker’s assessment of generative AI.

    How June 2024 memed?

    Across both Chinese and western social media, the ‘boyfriend photographer‘ trended. The general consensus was that boyfriends didn’t take the best pictures of their girlfriends for their social media account, at best they were snaps. Girlfriends looking for reciprocal pictures were better photographers.

    Boyfriend photographer meme

    July 2024

    By mid-June it still hadn’t felt like summer had arrived, but silly season had arrived. Surrey police rammed an escaped adolescent cattle. The Conservatives polled as low as 23 percent prior to the general election.

    As June rolled into July, the heat arrived and then went. For polling day we had bright sunshine and a pleasant breeze. Before the rain rolled back. We were well into the middle of July before the heat arrived.

    Advertising and marketing news

    The middle of 2024 saw some high profile interest in M&A activity. Following on from IPG-related news; WPP rebuffed a private equity offer to buy FGS Global. Carlsberg bought Britvic, the UK’s Pepsi bottler and a soft drinks brand in its own right. This will have implications for agencies as Britvic is integrated. Ford brought back the Capri as a mum truck. But the teaser campaign to build hype and ultimately disappoint car enthusiasts was pretty clever. The new 2024 Capri is a badge engineered Volkswagen.

    Luxury

    Private club memberships hit a slump in Hong Kong. Secondary market prices on memberships trade at a 20% discount. Factors include reduction in corporate memberships, less business being carried out in the city, less expats and less of a nightlife orientation for mainland 1000 talents visa holders from the mainland.

    Ford RS200 - Double
    Boreham Motorworks

    Ford partnered up with Boreham Motorworks and announces a continuation / restomod of the RS200 and the mark 1 Escort RS2000. Teenage me would have been very excited at this news. 2024 marked the 40th anniversary of the launch of the Ford RS 200.

    Burberry decided it needed to become more accessible and replaced its CEO. Sunglasses oligopoly EssilorLuxottica bought Supreme from VF Corporation just as the streetwear brand had entered its wilderness period. Formula 1 dandy Lewis Hamilton became a brand ambassador and guest designer for Dior menswear. LVMH brand TAG Heuer became formula 1’s timing partner from the 2025 season, displacing Rolex.

    Giorgio Armani moved out of fashion watches and into the luxury segment with the 11, made by Parmigiani Fleurier. Originally these had been launched as a 200-piece limited edition in 2022, but the advertising seems to indicate an ongoing product now.

    armani x parmigiani

    Virgin Atlantic announced the cancellation of its last far east route; Shanghai finished at the end of October 2024. L Catterton bought into Bicester Village – a UK based luxury outlet mall.

    Media and online

    Twitter rejoins GARM as a move towards increased brand safety needed to start getting advertisers back. Social media network Noplace launched. It is designed to appeal to the nostalgia for better online times circa 2008. The Wall Street Journal fired Hong Kong-based journalist Selina Cheng for being elected to the HKJA ( Hong Kong Journalists Association) – a local professional association. The WSJ approach – espoused support for western values and progressive principles BUT not in China or Hong Kong.

    Apple did a deal with Taboola for its Apple News service. OpenAI launched SearchGPT and Reddit barred a number of major search engines from crawling its service except Google. Over three years after Google planned ‘depreciating’ third party cookies, it took until July 2024 for the company to backtrack on this plan. Apple launched a web version of Apple Maps.

    The IPA Bellwether report indicated continued increase in marketing spending.

    Other news

    Trump

    During the US presidential campaign Donald Trump was shot at. President Biden declared that he wasn’t going to run for a second term. Kamala Harris became the candidate to run against Donald Trump and JD Vance. England went through to the final of the Euros. China’s third plenum signalled a continuation of the Xi administration’s economic approach with little change to take account of domestic conditions.

    90210.jpg
    Shannen Doherty and fellow Beverly Hills 90210 star Luke Perry in happier times.

    Beverly Hills 90210 was ubiquitous on television in the 1990s and its stars became some of the best known faces. One of the most famous, Shannen Doherty died on July 14th.

    Cheng Pei Pei

    We lost Hong Kong film actress Cheng Pei-pei. Cheng was a martial arts star who came up through the Shaw Brothers studio system and made her mark as female protagonist Golden Swallow in Come Drink with Me. Over six decades she appeared in films shot across Asia, America, Australia and Europe. She reached a western audience in Crouching Tiger, Hidden Dragon – reprising the wushu skills she’d used in numerous Shaw Brothers films.

    Technology

    Samsung launched a ring (Samsung Galaxy Ring) which monitors health-related data and syncs with the company’s smartphones and watches. Sasan Goodarzi at Intuit fires over 1,000 people for ‘poor performance’ as a big bet on automation. Apple mocked for ‘launching‘ a black Apple HomePod under a different name. Crowdstrike struck out countless enterprise Windows PCs through botched update to security software. On the plus side, it happened on a Friday.

    I was wilfully ignoring the Olympics in Paris, but the sabotage of the high-speed rail system caught my attention. It reminded me of a 2002 attack on the BT network.

    How July 2024 memed?

    Change

    2024 was a year of elections around the world. July 2024 saw two big elections, the general election in the UK and the French national legislature. The UK general election saw a new labour party government headed by Kier Starmer. This ended a 14-year run of conservative governments. In France, president Macron saw a European parliament election and national legislature election which rejected his leadership. It wasn’t a good time to be an incumbent politician.

    240613_Alex-Kier_Starmer-PR0045

    August 2024

    The end of July brought a heatwave. Early August cooled slightly and we had a bit of rain. The hot weather brought a febrile atmosphere to the UK, which resulted in riots.

    The government did a slow drip feed of news about how broken the UK economy is in advance of the autumn budget. The conceit that they didn’t know in advance wore thin according to the Institute of Fiscal Studies.

    nike - winning isnt for everyone

    I did my best to ignore the 2024 Olympics in Paris; but the William Defoe voiced Nike ad broke through. It’s a really nice piece of craft, it divided opinions. I would love to know what communications job was the advert supposed to do? Because only then can we really understand if it was successful or not. Nike would not have been happy with the negative criticism regarding the table tennis bat licking which was seen to be insulting China.

    adidas terrex

    The Nike ad contrasted with the film Adidas did featuring Japanese olympian Nonaka Miho (Japanese names have the family name first).

    But Nike was right winning isn’t for everyone; and their financial results were not winning for shareholders who had a lot of complain about through 2023 and 2024. The UK had a similar problem to Nike, not fulfilling its promise; Labour looked under hood and saw that £20 billion of spending plans were unfunded.

    Luxury

    Chanel launches a smartwatch / earphones combo. Other luxury companies had tried to play in the connected space in the past from an LG / Prada collaboration in the mid to late 2000s to TAG Heuer’s smartphone and smart watch products. Jing Daily, a luxury business publication focused on China finally launched its ‘pro‘ subscription-based tier.

    Marketing

    No sooner had Kelloggs broken into two companies, than Mars purchased Kellanova – the maker of Pringles and Poptarts. The Mars purchase is a bet against the transformation of grocery sales by GLP-1 weight management treatments. Agency consolidation is an area of obvious efficiency gains. Steve Bartlett, the Social Chain and Flight Group founder, had ads banned for Huel and Zoe.

    Generative AI-assisted search engine Perplexity announced plans for advertising before end of 2024.

    Online

    MySpace turned 21 years old. US authorities win an antitrust case against Google.

    TechCrunch Disrupt Europe: Berlin 2013

    France arrested Telegram founder and CEO Pavel Durov. This broke new ground in an attempt to regulate platforms. Twitter got banned in Brazil. BlueSky added support for video and features to limit dogpiling and hostile quote posts.

    Middle class families in the UK and Ireland disappointed as demand and ticket touts outstripped supply of Oasis reunion tour tickets. I found Creamfields underwhelming.

    Other news

    We lost internet publishing pioneer and journalist Mike Magee. French actor Alain Delon died. He starred in Le Cercle Rouge and La Samourai amongst 90 film appearances and was the face of Dior Eau Sauvage.

    dior
    Alain Delon by Perfums Dior

    Retail legend Myron E. Ullman III died. Ullman started at IBM, but then built a career driving successful retail operations at Macy’s, DFS (Duty-Free Shopping) now part of LVMH, Starbucks and JC Penney.

    Technology

    Google gets rid of the Chromecast, replacing it with a set-top box. Nvidia announced it was using an LLM machine learning model to aid in design of its graphics processing unit (GPU), central processing unit (CPU) and networking chips. Their intent was to speed up design process and increase the pace of chip development.

    IBM shuttered its R&D facility in China. Technology website Anandtech, most famous for its deep thorough reviews of of significant products closed down. Online ad business The Trading Desk was rumoured to be developing a smart TV operating system in order get more advertising revenue and share some of it with TV set brands.

    How August 2024 memed?

    Misinformation

    Cardiff-born Axel Rudakubana attacked a Taylor Swift-themed children’s party in Southport. He was charged with three murders and ten counts of attempted murder. False information on Rudakubana’s background, religion and immigration status spread across social media.

    Thuggery

    This sparked riots in Southport, Rotherham, Hartlepool and Sunderland. A mosque was attacked and at least some of the violence was put down to far right activists. The far right were involved in much of the online discussion of false information. Twitter received much of the blame for being a conduit of the misinformation. The UK government warned social media platforms of their obligations under UK law. The misinformation was repeated in WhatsApp messaging groups, causing one county councillor in Wales to resign his position after spreading false information. The evidence of Russian involvement in the misinformation activity is scant at best. Kier Starmer’s comment about ‘rot deep in the heart‘ of British institutions and politics could equally well be extended to British society.

    A similar attack claimed by the Islamic State that happened in Solingen, Germany didn’t result in Southport-style rioting.

    September 2024

    I spent August in the north and much of the weather I experienced felt more like spring or autumn than summer. This wasn’t just summer showers, but the storm force winds that came with it. The weather seemed appropriate for the tempestuous feel of the United Kingdom at that moment.

    September 1st, the temperature went back up to 27 celsius, with showers and thunderstorms, the torrential rain continued through the week.

    Party conference was somewhat overshadowed by a drip-feed of low-level revelations of donor gifts.

    Business news

    2024 turned out to be an annus horribilis for large German industrial companies. Volkswagen announced a plan to shutter one or more German car plants. The company failed to recognise its sales problems stemmed from multiple issues including vehicle quality, a failure to build hybrid vehicles and poor pricing strategy for purchase vs. leasing. Ex-Bain Consulting executive John Donahue shown the door at Nike – after failure to recover from strategic and tactical decisions were dumpster fires at a time of increased competition from the likes of On Running and Hoka. Donahue’s actions cratered the Nike share price, it rose 10 percent on news of his departure.

    Luxury news

    Charles, Prince of Wales

    Queen Elizabeth passed away two years ago This meant royal warrants, that are perceived as a mark of quality were changed to reflect the King’s views and tastes. Brands where royal warrants were lost, worried about brand impact. Brands that gained a royal warrant, gained some perceived value – but probably won’t have the impact it did when Elizabeth came to the throne.

    Loro Piana and New Balance launched a co-branded version of the 990 v6 shoe. You paid $1,500 for the cobranded shoe, rather than $240 usually charged. The two-speed luxury sector continues into September 2024, with Burberry removed from the FTSE 100.

    gucci
    Gucci

    Gucci got in on the act of having an older muse a la Loewe and with a campaign featuring Debbie Harry. Talking of an older muse, Donald Trump launched a $100,000 gold watch with a Trump branded dial. LVMH sold Off-White, the streetwear brand founded by the late Virgil Abloh.

    Marketing

    UK retailer John Lewis brings back ‘never knowingly undersold’ price promise. ASOS sold Topshop and Topman. Sony announces a free version of Grand Turismo 7 to celebrate 30 years of the PlayStation to be launched at the end of the year. China sees a 50 percent drop in mooncakes sold and threatened to blacklist western brands not using Xinjiang cotton, starting with Calvin Klein. The reasons are partly economic and partly health consumer attitude related as mooncakes are very calorie rich.

    DJ Nigo collaborated with Nike
    Nike

    As Nike lost its CEO, the settlement of a lawsuit between Nike and A Bathing Ape allowed the sports apparel brand to collaborate with BAPE founder and current Kenzo artistic director Nigo.

    Nike x Nigo collaboration
    Nike

    Quote of the month

    The biggest fallacy in marketing is that consumers want more choice, they don’t, they want more confidence in the choice that they make – Professor Scott Galloway on his podcast The Prof G Pod (September 18, 2024).

    Media

    Authorities in the US issued an indictment against Tenet Media for work carried out for state media company Russia Today. US government goes to court with regards Google’s ad tech business.

    Meanwhile GBNews owner Paul Marshall bought The Spectator for a reputed £100 million. The Observer was put up for sale.

    The Fabulous Wonder Twins in "If It Makes You Happy" by Sheryl Crow

    Gracenote’s provided ‘pop-up video’ type trivia for large video platforms. These kind of pop-up facts and reactions are more commonly used on Asian TV programmes in the likes of Japan and South Korea. Hoonigan, the automotive parts, lifestyle and media brand founded by Ken Block filed for bankruptcy with over $1.2 billion in debt due to over-expansion.

    Online

    Twitter still banned in Brazil, fined $900,000 per day by Brazilian courts. TikTok went to court to try and prevent a ban of the platform in the US.

    Other news

    Loewe muse and star of stage and screen Maggie Smith died at the age of 89.

    Technology

    Generative AI company Anthropic launched Claude for Enterprise; which supports enterprise features like SSO (user single sign-on). In what was believed to be a supply chain attack, thousands of pagers and walkie-talkie handsets used across Lebanon and Syria detonated at the same time. Israel was considered the likely culprit.

    Meta Orion AR glasses prototype
    Meta

    Meta demonstrated their Orion prototype AR glasses. Apple updated its smartphone, smartwatch and earbuds product lines. It also updated its operating systems across its TV set-top box range, Mac computers, head sets, mobile devices, tablets and smartwatches. Further personnel departures at Open.AI and consolidation of power within the organisation.

    How September 2024 memed?

    Joy

    Kamala Harris

    Maja Pawinska Sims wrote for Provoke Media about how the US presidential race, to Charli XCX and Taylor Swift had been using the power of joy strategically in terms of their influence campaigns. I recommend going to the article and giving it a read.

    October 2024

    October continued with the damp 2024 feel, with remnants of a hurricane coming across the Atlantic and drenching the country. The UK launches its industrial policy: Invest 2035: the UK’s modern industrial strategy. Hong Kong’s single use plastic ban comes into force.

    Storm Ashley

    Storm Ashley battered the Atlantic coastline of Europe, reaching the west of Ireland first. It trended as a hashtag trended across social media platforms.

    Luxury

    Rolex opens first wholly-owned store in China. This follows a year on from the Bucherer acquisition. Watches of Switzerland purchased Hodinkee, which explained why the watch publisher withdrew its retail offering. On Running launches collection with Loewe – the Cloudtilt collection.

    Louis Vuitton

    LVMH announced poor financial results and uncertain outlook. This was for a few reasons: China’s economic outlook, the strength of the Japanese yen vs. the Chinese yuan. Middle class financial health had declined from 2020 highs.

    2024 marked a 12% drop in sales for the Swiss watch industry. Into this change, Patek Philippe launched their first new range of watches in 25 years. The Cubitus was designed to reach a new generation of watch wearers. It’s a divisive design, GQ collected the positive takes, others like pre-owned watch dealer BQ Watches were less enthusiastic.

    Godfather of streetwear Shawn Stüssy dropped his first collection under his S/Double moniker in a decade. Stüssy had announced his return in July. This first collection was Australia and New Zealand only, done in association with the Hill Brothers who are behind Globe.

    Media

    Meta allows brands to shut down comments on ads. Reuters introduced paid online consumer subscription. WPP warned markets over economic uncertainty going forwards.

    Online

    Twitter allowed in Brazil again, after it paid its fines and blocked banned accounts; Elon Musk also had spent time cosying up to the Russian government. Dutch police arrest people behind Bohemia and Cannabia dark web marketplaces. Roblox alleged to have inflated metrics and become a ‘pedophile hellscape‘ for children. Meanwhile, the UK prosecuted its first person for using generative AI to create child pornography.

    The Internet Archive’s ‘Wayback Machine’ was hacked, responsibility claimed by pro-Palestinian hacktivist group. Content delivery network Cloudflare breaks RSS for many sites across the web. London online car service Addison Lee gets bought and plans to expand to other cities including Liverpool. YouTube rolled out a controllable playback speed across videos. Rather than picking from a number of predefined speeds you now can speed up or slow down using a slider.

    Technology

    Apple made a ‘subtle‘ change to the iPhone’s contact-sharing permissions that make it hard for address book based growth hacking of apps – while still facilitating usage, but at a slower pace. IronNet which was founded by Pentagon veterans as an enterprise security firm filed for bankruptcy. Chinese scientists reportedly used a D-Wave quantum computer to crack AES and RSA and published a paper on it. Amazon refreshed its Kindle range. Apple Intelligence launched but failed to impress partly due to a more intentional, integrated approach and general bugginess.

    How did October 2024 meme?

    Donald Trump
    Anxiety and glee respectively greeted razor fine margins between both Republican and Democrat presidential candidates in the final weeks before the election. There was the bizarro headlines to contend with as well. It all made grimly compelling watching, rather like the Dickie Davis-narrated Mega Crash series of motor racing accidents compilation VHS tapes.

    November 2024

    October ended with an uncharacteristically late storm (Super Typhoon Kong-rey) hit Taiwan causing hundreds of injuries. November started cool and dry, though you could cut the air like butter with the tension surrounding the US election and Rachel Reeves’ first budget. Collin’s Dictionary made ‘brat‘ one of its words of the year killing off the summertime meme. Donald Trump had a decisive win in the US presidential election. Speculation started on what a Trump president would mean across all policy, economic and social areas.

    Luxury

    Loro Piana took over Harrods windows for the Christmas shopping season with its workshop of wonders.

    Marketing

    Broke Ad School closes their website Instagram and LinkedIn presence. Jaguar rebrands, gets slated in The Guardian. I desperately tried to ignore the debate around it. Bayer announced a big single customer view project with Salesforce.com and Alibaba Cloud.

    Media

    The Vatican launches its manga style mascot, designed on their behalf by Tokidoki. Hello Kitty turned 50. Christmas advertising spend rose 7.8% from 2023. The Onion bought InfoWars – the media outlet of Alex Jones. BlueSky saw a boost as Twitter faced an exodus of high profile users. Sony made a bid for Kadokawa Corporation. Kadokawa publishes manga including the Gundam series, owns the BookWalker platform – a kind of Kindle store for manga, computer and gaming magazines, anime films and TV series, record label, role-playing table top games and computer games including Elden Ring.

    At the end of the month, two things showed a difficult future for the UK media industry. A UK parliament report reflected on both local and national news media futures. UK TV programme exports dropped slightly in 2024 by 2%.

    Online

    Amazon launched a sub-$20 offering called Amazon Haul to compete with Temu and Shein, in plenty of time for Black Friday and Cyber Monday. It allowed free product returns. Ted Baker returns as an online store. Which? launches a class action suit against Apple with regards to iCloud storage options.

    In a sign of a weak economy, John Lewis partnered with Klarna.

    Other news

    2014 Global Citizen Awards

    Record producer Quincy Jones died. Typhoon Toraji prompted a T8 warning (gale force winds and very heavy rain) in Hong Kong, later lowered to T3 (equivalent to a UK amber weather warning for rain). It historically has been unheard of to see a typhoon this late in the year, typhoon season is typically in July, August and September. In the UK, storm Bert lashed the country with uncharacteristically warm weather, high winds and torrential rain.

    A Hong Kong court sentenced 45 former opposition politicians to up to ten years in prison. The heaviest sentence was given to Benny Tai. Tai is a former associate professor of law at the University of Hong Kong and the most prominent thinker. Tai used his expertise in constitutional law to help the Occupy Central sit-in, 2016 Legislative election and the 2019 district council election upsets.

    Ireland goes to the polls, given its proportional representation system, the vote counting (and recounting) took a while.

    Technology

    Amazon’s assistant Alexa turned 10 years old. Long time technology journalist Om Malik wrote about the decline in rate of growth for the internet. ChatGPT turns two.

    December 2024

    It was a damp start to December. The Irish general election results were slowly trickling out and thankfully the Irish electorate rejected some of the far right candidates.

    Business

    Novo Nordisk announced trial results for its latest weight management treatment CagriSema, the share price dropped significantly. To add insult to injury rival Eli Lilly were allowed to use their rival weight management product to treat sleep apnea by US regulators. Unilever abandons its pioneer position in sustainability, mirroring the thinking in Nick Asbury’s The Road to Hell.

    Luxury

    Jaguar unveiled its new direction in Miami.

    Media

    The Guardian agrees the sale of its Sunday newspaper The Observer to Tortoise Media. Apple+ TV celebrated its 5th anniversary. Taylor Swift’s Eras tour which had ran through much of 2023 + 2024, finally finished. The 149 shows grossed $2 billion in ticket sales. Group M announced that global media spending for 2024 past $1 trillion – over half of it going to technology platforms.

    Marketing

    McDonalds brought back its McRib burger, complete with a Christmas themed advertisement and jingle. For the UK’s main Christmas ads, I put them all together here. IPG acquired by Omnicom in deal announced. Expected to go through in the second half of 2025.

    Online

    Foursquare shut down its City Guide app, it looked like they will be merging some of its features into their Swarm app instead of you having to use two apps. The revised Swarm app is due to appear sometime in 2025.

    renren 'upgrade' notice December 2, 2024

    Chinese social network RenRen went offline. A notice on their site dated December 2, 2024 talked about a fundamental upgrade, comparing the existing service to a petrol car and the forthcoming new service to an electric vehicle (literally translated new energy vehicle – which covers electric vehicles, plug-in hybrids etc).

    人人网服务升级公告
    亲爱的人人网用户们, 感谢您一直以来的陪伴与支持!我们想告诉您,人人网正在进 行一次“换车”升级—一就像您的燃油车开了多年,也想试试
    新能源车一样。 在这期间,您在人人网上的所有数据都得到了严格的保护,确 保您的个人信息和隐私安全不受任何威胁。您的数据安全,对
    我们来说至关重要。 请耐心等待我们的“新车”上路,届时您将享受到更加稳定、
    安全、丰富的社交体验,让我们共同期待人人网的全新启程!

    Data showed Amazon had biggest Black Friday takings ever. Krispy Kreme got their online ordering system hacked. The hack had a material effect on Krispy Kreme’s financial results.

    Pre-owned online retailer musicMagpie was acquired by the AO Group.

    Other news

    F 242 Blackout tour

    I got to see Front 242 perform their last show in the UK at the Electric Ballroom in Camden. The Black Out Tour was their last tour. After this tour, they retired. South Korean president Yoon declares martial law and then cancels the declaration of martial law hours later. The Assad regime ruling Syria collapses in the space of a week.

    Technology

    Pat Gelsinger abruptly retired as CEO of Intel.

    How did 2024 meme?

    Pharmacist Holding a Box of Ozempic

    Ozempic face, the thinner but aged look of the wealthy who have managed to lose weight rapidly with the help of semaglutide injections given for aesthetic rather than medical reasons.

    To bring you up to speed, The Economist did a really good podcast about this category of drugs.

    Given that I worked on Wegovy, the planner in me feels a little disappointed that we didn’t get Wegovy to verb. Ozempic instead stole brand gold mainly down to Novo Nordisk suffering from ‘unprecedented demand’ at US launch until now. At the end of May, semaglutide had its own episode of South Park.

    The money quote from Cartman:

    “Rich people get Ozempic, poor people get body positivity”

    South Park: The End of Obesity

    On June 10th, 2024 Novo Nordisk CEO Lars Fruergaard Jørgensen went on Bloomberg Television to explain that they haven’t created, nor are they responsible for the social media hype surrounding semaglutide medications.

    Later that month it even appeared on the runway at Berlin fashion week. At least Ozempic face is better than ‘skinny jab‘.

    The sales pitch.

    I am now taking bookings for strategic engagements from January 2025 onwards; or discussions on permanent roles. Contact me here.

    More on what I have done here.

    bit.ly_gedstrategy

  • Revenge on society + more stuff

    Revenge on society

    China has had a number of ‘lone wolf’ attacks on the public all of which had a common theme of ‘revenge on society’. It might be that the perpetrator had economic setbacks or a sense of being wronged by a government decision that set them on this direction.

    The profiles of the attackers are often middle-aged men. The revenge on society attacks all seem to be driven by people who feel that they have little to lose. While attacks that meet the revenge on society profile have been documented at least as far back as 2004. There seems to have been an acceleration in the occurrence of revenge on society attacks in 2024. Unlike Uighur related incidents of 2013 and 2014, there isn’t a particular group that China can suppress to reduce the incidents easily. Revenge on society attacks are more likely to be dealt with using mass-population surveillance and reporting a la Minority Report’s preventative crime approach and raised security.

    Raising security against revenge on society attacks requires a mix of infrastructure investment like bollards

    Police car

    A Suzhou school bus was attacked by a knife-wielding attacker looking to kill and maim Japanese children. He killed the school bus attendant who defended the children from his attack.

    September 18th saw a 10-year old Japanese child was stabbed to death by a 44 year-old man. Anti-Japanese sentiment is fanned by Chinese government rhetoric and a constant barrage of content on Chinese media. The attack happened in Shenzhen, across the border from Hong Kong.

    On September 31th, 3 were killed and 15 injured by a revenge on society attacker in a Shanghai branch of Walmart. He had been arrested by police who said that he was angry due to a personal financial dispute.

    The following day on October 1st, while most were celebrating China’s national day holiday – Chinese man conducted a revenge on society attack in Zurich, Switzerland. He attacked and injured three children near a daycare centre. He was a postgraduate student who publicly expressed extremist nationalist views.

    A 60-year old man convicted of previous attacks stabbed two students and one woman outside a primary school in Guangzhou on October 8th.

    On October 28th, a 50 year old man attacked and injured three children and two adults in Beijing in an attack that had all the hallmarks of revenge on society.

    A revenge on society attack on November 11th killed 35 people and injured 43 more because the 62-year old attacker was unhappy with his divorce settlement. The Chinese government attempted a news blackout of the incident. The incident happened in Zhuhai, a city just across the border from Macau.

    On November 16th, a Wuxi third level education college was the site of an revenge on society incident that killed eight people with a knife attack and 17 others injured. A 21 year old male was detained.

    On November 19th, the 39 year-old perpetrator drove into students arriving at a primary school in Changde. He was eventually stopped and beaten by a crowd until being taken into custody by the police.

    Words of the Week: “Revenge on Society” Attacks Lead to Government Monitoring of “Individuals With ‘Four Lacks and Five Frustrations’” (四无五失人员, sìwú wǔshī rényuán) | China Digital Times

    Consumer behaviour

    How many toys is too many? | VoxOne reader told Vox recently that her family was “absolutely drowning in toys.” And while adults have been complaining about kids’ junk for generations (please see my father’s fruitless search for my brother’s one-inch-long toy wrench in Los Angeles International Airport circa 1992), many millennial and Gen X parents have the sense that something is different now — that kids have more toys than in past decades, and that they seem to arrive in ways Randall describes as “unintentional” and Parents Are Stressed About Playtime. Their Anxiety Is a Goldmine. – WSJ – same as it ever was

    Could shifting beauty standards have predicted Trump’s win? | Dazed

    Economics

    Putin’s «Deathonomics» – Riddle Russiathe Kremlin seriously expects a positive economic outcome from the creation of a high-salaried contract army. If we assume that the number of mobilised and contract-based soldiers ranges from 400,000 to 450,000, then their minimum total allowance will amount to approx. 1 trillion roubles a year. The government will have to allocate about the same amount for compensations in case of killed or wounded soldiers, even if there are 50,000 or 100,000 such people in a year. These sums represent nearly 10% of pre-war federal spending, and some people are already predicting the emergence of a social group of «the young rich» and even making plans for how this money will contribute to long-term investment programmes. – Deathonomics is allowing the Russian government to shape its population pyramid to reduce the burden of the aging population on the economy.

    The costs of maritime supply chain disruptions: The case of the Suez Canal blockage by the ‘Ever Given’ megaship – ScienceDirect

    Endless business closures, through the eyes of a Chinese consumer | Following the Yuan

    Ideas

    If an alien could speak, could we understand it? – Leeds Trinity University Research Portal

    How These Men Left the Manosphere — and Why Some May Never | Teen Vogue – “The more you shame people for what they’re espousing, the more they’re driven underground deeper into online communities who welcome them with open arms and say, ‘this is where you belong. If those people don’t understand you, they’re just a bunch of triggered snowflakes or whatever,’” Miller-Idriss says. Another tactic, she says, is to point out the commercialization of the manosphere in which everything is for sale including courses, supplements, and crypto-currencies. Pointing out the profit motive of these influencers can be effective, Miller-Idriss says.

    That’s part of what got Tom out of the manosphere, which he says he fell into when he was 27, after leaving the Army and finding himself “stuck trying to look for work consistently, having basically no social support, having no options other than to just work, pay bills, work, pay bills, in an increasingly difficult world to do that.” He was lonely, he says, and the influencers he followed had some pretty good talking points, he thought: men were more affected by things like incarceration rates, workplace death and injury rates, and mental health and no one was taking it seriously.

    “The more you shame people for what they’re espousing, the more they’re driven underground deeper into online communities who welcome them with open arms.” Pasha Dashtgard, an assistant professor at the Polarization & Extremism Research and Innovation Lab, says this is a common entry point. “They start their conversations with, ‘men are in crisis and no one’s talking about it. It’s like, that’s true, men are in crisis and we should be talking about it… [but] that opens up, ideologically, the door for them to be like ‘and now, here are the solutions’ and it’s this horrible, toxic nonsense.” But after after a couple months in the manosphere, Tom realized that, while men’s health is a serious subject, he wouldn’t find the answers he was looking for in the manosphere, which was overrun by what he calls “grifters, frauds, or sort of religious zealots.” Now, Tom says he doesn’t actively use the label ‘feminist’ but “considers it part of my worldview.”

    Indonesia

    Indonesia rejects Apple’s $100 million investment offer | Techxplore

    Luxury

    From Edition to Ritz Carlton, how global luxury hotels are localizing their strategies amid expansion | Jing Daily – interesting comment on staff as ‘intelligence agent’

    Marketing

    Is there a future for personalisation? | WARC – Right person, right place, right time: for over a decade this idea has been an ideal in advertising. But an alternative point of view is that personalisation is self-defeating because advertisers chase a moving target when they are unable to prove return on investment. 

    Patagonia’s Restructuring Has Led to Employee Fallout – Business Insider – Patagonia’s historic worker commitment is less well known than it’s sustainability credentials which probably explains why recent moves haven’t led to the kind of brand dissonance amongst consumers that the likes of Bud Light or Nike experienced.

    Jaguar rebrand

    Jaguar’s teaser campaign for its rebrand and new vehicle model prompted immediate feedback. I am not clear on what the ask was by the marketing team, so have kept an open mind. Here offered without comment are some of the related commentary:

    Media

    Baidu Q3 2024 earnings| CNBC – the interesting bits in here are static online marketing business revenue and increasing AI / cloud services business

    AI-Powered Buzzfeed Ads Suggest You Buy Hat of Man Who Died by Suicide

    The Rise, Fall, and (Slight) Rise of DVDs. A Statistical Analysis

    Online

    How a 15-Year-Old Gamer Became the Patron Saint of the Internet | WIRED

    The Fantasy of Cozy Tech | The New Yorker – cozy gaming came from COVID and Animal Crossing – gaming and cute

    Let’s check in on MrBeast – by Taylor Lorenz – User Mag

    Retailing

    Ted Baker relaunches website in the UK – Retail Gazette

    Security

    China’s Surveillance State Is Selling Citizen Data as a Side Hustle | WIRED

    Philippines recruits civilian tech talent to fend off cyber attacks – Rest of World

    How Silicon Valley is prepping for War – by Michael Spencer

    Software

    Apple Working on ‘LLM Siri’ for 2026 Launch – MacRumors

    HarperCollins Confirms It Has a Deal to Sell Authors’ Work to AI Company

    Style

    Streetwear Has Lost Its Popularity. Is That a Good Thing? | HighSnobriety – if it kills drop queues I’ll be happy

    Technology

    Qualcomm – Falling Behind or Laying in Wait? | Digits to Dollars

    Telecoms

    I Don’t Own a Cellphone. Can This Privacy-Focused Network Change That?

    Web-of-no-web

    Meta brings certain AI features to Ray-Ban Meta glasses in Europe | TechCrunch

    Receiver enables dead reckoning when GPS/GNSS fails | EE News

  • Cocaine Cowboys + more things

    Cocaine Cowboys

    Cocaine Cowboys by Nicola Tallant tells the story of the Kinahan organisation. The Kinahan organisation is a group that wholesales and retails illegal drugs in association with other organised crime groups. Tellant explains how deprivation, geography and economic growth fuelled drug trafficking and abuse in Ireland. Isolated council estates and economic hardship drove a heroin epidemic. The subsequent Asian Tiger economy only uplifted young professionals who then were a ripe market for cocaine. Cocaine added to Ireland’s already difficult relationship with alcohol use and abuse.

    Crime journalism such as this is popular in Ireland because it is so concentrated through blood and marriage ties. We don’t have the kind of diversity that the British criminal underworld has. This means that it’s much more ‘relevant’ to Irish society.

    But the book title itself is very interesting. There is a clear parallel to the scale of the cross-border drug trade between the US and Mexico.

    Opry le Daniel ar Thuras
    Irish country music star Daniel O’Donnell courtesy of TG4

    But there is also an underlying western theme across Irish culture. The vast majority of us are at most a few generations from the farm. We have had hard times which is why country music appealed and even morphed into a localised genre Country and Irish popular in rural areas and amongst lorry drivers (or in American truck drivers that drive ‘semis’.)

    Scania r620 at Kilcock, Co. Kildare - April 2012

    Tallant’s stance is definitely anti-Kinahan; but the book title Cocaine Cowboys gives them the hero status and taps deeply into the mainline that the cowboy and related elements like country music have into Irish culture at home and abroad. Cocaine Cowboys might be the inspiration for the next generation to replace the Kinahans.

    If you want to know more beyond the book Nicola Tallant and her colleagues at Irish tabloid the Sunday World host a podcast called Crime World.

    Branding

    Mozilla’s brand update gives its old T-Rex logo a fresh new look – The Verge

    China

    China threatens Calvin Klein owner with blacklist over Xinjiang cotton | FT

    China’s first industrial leases are expiring. Will their holders renew? | South China Morning Post – it will be interesting to see what the Hong Kong tongs do

    Consumer behaviour

    Death of the corkscrew? Only 27% of young people in UK own one, report says | The Guardian – Prevalence of screw-top bottles and abstinence among young people blamed for falling popularity of gadget

    Understanding Desire in the Age of Ozempic – The Atlantic – fascinating study in how GLP-1 treatments are not only reducing the desire for food, but also other products like alcohol and tobacco.

    After peak woke, what next? The Economistin the past decade, a form of wokeness has arisen on the illiberal left which is characterised by extreme pessimism about America and its capacity to make progress, especially on race. According to this view, all the country’s problems are systemic or structural, and the solutions to them are illiberal, including censorship and positive discrimination by race. This wokeness defines people as members of groups in a rigid hierarchy of victims and oppressors. Like the Puritans of old, adherents focus less on workable ideas for reducing discrimination than on publicly rooting out sinful attitudes in themselves and others (especially others). The Economist has analysed how influential these ideas are today by looking at public opinion, the media, publishing, higher education and the corporate world. Using a host of measures, we found that woke peaked in 2021-22 and has since receded. For example, polling by Gallup found that the share of people who worry a great deal about race relations climbed from 17% in 2014 to 48% in 2021, but has since fallen to 35%. Likewise, the term “white privilege” was used 2.5 times for every 1m words written by the New York Times in 2020. Last year it was used 0.4 times per 1m words. – Of course, woke’s failure could be viewed by proponents as a sign of deep-rooted systemic prejudice

    Economics

    Why Britain has stagnated? | Foundations – this reads true and hits hard. My parents came to the United Kingdom when the motorway network was being built, power stations were being constructed and the first generation of nuclear submarines were being constructed. In London the Victoria line was constructed. Now the UK struggles to build any infrastructure and its strategic industrial capabilities have been hollowed out or disappeared.

    FMCG

    Unilever moves on ‘sub-par’ marketing | WARCThat means consistent execution in marketing innovation, marketing quality, proposition sharpness, execution of pricing, execution of distribution. Fernandez suggested that, on a scale of 1-10, the business is currently at around six but needs to get to eight or nine (“ten doesn’t exist”). A&P spending is increasing as a proportion of revenue, from 13% in 2022, to 14.3% in 2023, and 15.1% in H1 2024. “There is an implicit recognition that our level of investment was not in line with our ambition of volume growth,” he said. That increased investment is not there to fund a growing volume of marketing content, he added. “I’m much more concerned about the quality of the stuff that we put in the market than the amount”. And that also means a focus on brand-building. “We see other people putting much more focus on promotional pricing,” he said, “but we always will prefer to invest in long-term, equity-building activities.” – CFO burns marketing teams ‘I believe our marketing was subpar”

    Hong Kong

    Dinner with strangers? Hongkongers craving real-world connections turn to ‘secret’ meet-ups | South China Morning Post – In a tapas restaurant in Hong Kong’s Causeway Bay, about 80 people are chatting away on the packed second floor, clinking glasses and sharing small plates while discussing issues ranging from mental health to childhood dreams.

    Innovation

    How a Chinese billionaire’s Silicon Valley splurge caught the eye of the FBI | FT

    Kyoto company developing autofocus glasses for sufferers of presbyopia and other conditions | SoraNews24 -Japan News-

    Luxury

    Burberry shares tumble to 15-year low amid questions over its luxury brand status – Retail Gazette contrast with top-tier luxury brand trajectory: Hermès chief eyes haute couture push as Paris house rides out luxury gloom – but has to wonder about Hermès leaning even further into Chinese market.

    Marketing

    Is marketing entering its ‘era of less’? | WARC – based on Gartner CMO surveys marketers are increasingly being seen as cost centres and are being asked to do more with less which is affecting mar tech spend, staffing and agency spend.

    Colgate-Palmolive: ‘The advertising is working’ | WARC

    EZ Newswire Signs Exclusive Distribution Deal with Reuters | Reuters – sounds like a PR placement automation?

    What’s fueling America’s Zyn obsession? | On Point

    Innovative research that literally put people in the driver’s seat | WARC – More than half of strategists (59%) are integrating AI into their strategy development process in a cautiously progressive way. They need to identify the skills that AI can’t replace, such as getting buy-in for a strategy, and double down on them. Speedy access to research and insight (74%) and streamlining repetitive tasks (74%) are the top opportunities strategists see in leveraging AI in the strategy process.

    Future of Strategy 2024: Synthetic data – speedy saviour or another example of the industry’s arrogance? | WARC it’ll be useful when time is of the essence, and you want to ‘speak’ to people and get their thoughts on your hypotheses, ideas or campaigns. In that scenario, I can see how that approach may replace an ad-hoc focus group set up hastily in the agency’s boardroom. But we’re not here purely to understand people. If the role of communications is to move people emotionally, shouldn’t we also be here to feel people? As Richard Huntington, CSO of Saatchi & Saatchi says: “You can’t feel data.” The beauty of humans (and the beauty of ethnography) is that so often it’s not what we say that powers an ‘insight’ or a strategy, a campaign or some NPD… it’s what people don’t say. It’s the nods and winks, the gestures, the objects with meaning they have in their homes and in their lives. That texture isn’t picked up by a typical conversation – be that with synthetic data or in a focus group. These feelings that are elicited from ethnography are the special sauce that can separate the wheat from the chaff.

    Break Through: How new and returning brands can grow with TV – System1 Group

    The Rise of The Populist Brand – Eavesdrop

    Online

    The TikTok, Shein, and Temu Conundrum – by Ivy Yang – TikTok’s defence: Shein and Temu have worse privacy profiles than we do

    Launch of Social Web Foundation | Social Web Foundation – set up by the great and the good of web 2.0, notably Tom Coates who brings a wealth of product expertise.

    AI Training is Copyright Infringement | Initiative Urheberrecht and The Intelligence Age | Sam Altman

    Security

    The Netherlands will not back EU-wide screening of app messages – DutchNews.nl

    The Pig Butchering Invasion Has Begun | WIRED

    Technology

    Qualcomm has approached Intel over buy-out | EE News Europe – antitrust related issues around the world

    OpenAI Is A Bad Business | Ed Zitron – the economics of generative AI are still bad, despite improvements in hardware design.

    How AlphaChip transformed computer chip design – Google DeepMind

    Tools

    How I Replaced Notion with Reminders, Numbers, and Notes | by Joan Westenberg – this is a prime example of what I have been hearing from other people. I have been using Notes app in particular from the get-go.

    Home | LibreOffice – Free and private office suite – Based on OpenOffice – Compatible with Microsoft – I have 35 years of content saved, and LibreOffice can open them all. When you’ve been writing for years, your manuscript formats will often be obsolete (though I’ve tried to make decisions that make my poems available platform agnostic, such as using plaintext, but line breaks and stanza breaks don’t always translate well in markdown). LibreOffice is an incredible tool for opening 25 year old wordperfect files when I need them.

    Web-of-no-web

    Meta’s Orion smart glasses look like the future of AR – The Verge

    Apple Knew Where the Puck Was Going, But Meta Skated There – the PAN or personal area network has been talked about for 20+ years. What this misses is that the Orion glasses were possible thanks to silicon carbide lens which are a non-trivial thing to manufacture at scale

  • SCART + more things

    SCART

    I had used SCART for a long time. The large parallel port plugs and stiff coaxial cables that looked as if they were limbs that had fallen of a cyberpunk twisted oak, were just part of the living room. Even if you hadn’t looked behind the TV cabinet, you maybe seen them as part of the flight cased TV and laser disc combo back when karaoke first took off as an activity in your local pub. Or the connection between a pub’s TV for Sky Sports and the set-top box held up high on the pub wall for punters to enjoy the game with their drink.

    That was up until their replacement by HDMI cables, TOSLINK and ethernet cables in my home TV set-up over the past ten years. SCART was actually the name of the French radio and television makers association who developed the standard back in the mid-1970s. SCART came along as TVs were becoming more reliable and one started to see the decline of the TV rental market.

    My parents first TV that they bought in the UK was a HMV-branded set with glowing vacuum tubes in the back despite a relatively modern looking TV case with push buttons similar to this one. SCART came along just a few years later.

    A lot of the SCART features assumed that consumers would move to larger TVs with better displays and sound that would come to dominate the living room of European homes. And they were right, though through much of the 1980s many homes still had a 13″ colour portable TV.

    SCART became compulsory for televisions sold in France from 1980 onwards. The standard was sufficiently robust and scalable for it to be used in transmitting 1080p high definition video as HDMI came to prominence. France eventually revoked their compulsory adoption of SCART in 2015.

    Things that we take as standard on HDMI like using the VCR, set-top box or disc player to turn on the TV, were also standard on SCART from the late 1970s. You could daisy chain equipment together, which was important for people who were early adopters of satellite receivers, cable TV boxes and laser disc players.

    SCART came at a time when globalisation moved the gravity of consumer electronics further east. First to Japan, then Taiwan, Hong Kong, South Korea, Malaysia and eventually China. Brands like Philips, Grundig, Nokia, Nordmende, Thomson and Ferguson were swept to the side by likes of Sony, Mitsubishi, Panasonic, Sharp, LG and Samsung.

    The SCART socket and plug were clever designs. You could only put them in the right way around and for something with 21 pins in they were not only robust but easy to plug and plug out again. Though once you had a SCART connection set up, you left it well alone.

    China

    Over 75% of foreign money invested into Chinese stocks in 2023 has left | FT

    Nvidia investors weigh risks from US’s China chip rules ahead of earnings | FT

    China’s property crisis is stirring protests across the country – Nikkei AsiaAround 50 to 70 demonstrations are now occurring monthly, though August saw about 100 worker-led protests, three times as many as the same month a year earlier. Since June 2022, demonstrations have occurred in 276 cities nationwide. The protests have been somewhat concentrated in wealthier cities, particularly Shenzhen, Xi’an and Zhengzhou, and together have involved tens of thousands of people.

    Consumer behaviour

    Inside the Cabbage Patch Kids frenzy and Black Friday riots of 1983 | Fast Company

    Gen Z Subcultures | Horizon Catalyst

    Culture

    How Liverpool’s legendary Club 051 was brought back from the brink of demolition – Features – Mixmag“The nightclub in itself is a thing of the past,” he continues. “Most of the stuff people class as nightclubs now are bars or bar-restaraunts that have DJs playing in there and it’s booze culture. There is industrial clubs, especially in London – but in Liverpool, there isn’t really any.” It’s difficult to disagree with Lee, being in this space with its pillars and it’s expansive-yet-intimate atmosphere feels markedly different to being in the kind of modern venues that tend to be of a similar capacity in the UK — converted warehouses and industrial spaces, with a routine approach of sticking decks and the end of the room alongside the soundsystem and a bar at the back

    Design

    Language Log » Eddie Bauer – young people either can’t read or don’t want cursive fonts according to this Eddie Bauer rebrand

    Finance

    Orange introduces its super-app, Max it, to simplify everyday life for people in Africa and the Middle East  – Newsroom Orange Groupe

    Binance chief Changpeng Zhao resigns after US guilty plea | FT

    Gadgets

    First camera that uses C2PA to assure the fidelity of the images taken: Leica M11-P | Leica Camera AG more here: ongoing by Tim Bray · On C2PA

    Health

    As Hong Kong’s elderly face loneliness epidemic, carers hope dogs and disco will keep post-Covid isolation at bay – Hong Kong Free Press HKFP

    Men May Die Quicker, but Women Don’t Have to Get Sicker | Muse by Clio – great content on better health for women. The reality is that men DO die quicker and a good deal of it doesn’t need to happen either – Men, Health, Life Expectancy, and Healthy Changes | Lifespan

    Novo rations Ozempic starter kits amid surge in use for weight loss | Reuters

    Hong Kong

    Plight of workless Hongkongers in the UK reveals a skills mismatch | FT

    Luxury

    Quiet fashion sweeps China as economy cools | Jing Daily

    Maison Margiela just dropped a hot haute couture flip phone | Dazed – harking back to the early 2000s when Prada had a co-branded phone with LG and Motorola did a special gold Dolce & Gabanna branded RAZR handset.

    Case Study | Fashion’s New Rules For Sports Marketing | BoFWhen the Paris Olympic and Paralympic Games kick off in July 2024, the millions of global fans watching will see far more than just athletes. LVMH brands such as Louis Vuitton, Dior and Berluti will provide uniforms for select teams, while the medals will be the work of its high jewellery label, Chaumet. For the first time ever, the games will feature LVMH-sponsored athletes, including world-champion swimmer Léon Marchand, European champion in artistic gymnastics Mélanie de Jesus dos Santos and Olympic gold-medalist fencer Ezno Lefort. The “premium” partnership between LVMH and the Olympics marks the biggest indication to date of sport’s newfound importance to fashion. Until recently, sport was one of the remaining cultural arenas in which fashion, with a few exceptions, had failed to forge long-lasting and meaningful relationships. That has changed. Fashion brands are waking up to the commercial value of sports like basketball, football, tennis and Formula 1 as they look to be part of the booming sports-sponsorship market, which is projected to grow from $63.1 billion in 2021 to $109.1 billion by 2030, according to PwC.

    What Antoine Arnault’s departure from Berluti could mean for LVMH | Vogue Business

    Decoding China’s young luxury watch consumer | Vogue Business

    Marketing

    Revealed: how top PR firm uses ‘trust barometer’ to promote world’s autocrats | US news | The Guardian – the reality is that its more of a door-opener a la McKinsey rather than reputation washing Middle Eastern governments

    Why the future of Planning is Opera, Only Fans, God, and Low Traffic Neighbourhoods

    Modelling short-and long-term marketing effects in the consumer purchase journey – ScienceDirect – rituals can increase repeat purchase

    Materials

    Ford Walks Fine Line as It Builds Gigafactory—With CATL – EE Times and Ambarella CEO: ‘Chinese OEMs Are Copying the Tesla Model’ – EE Times

    Media

    Survey reveals surprising age trend among paid subscribers of electronic comics in Japan | SoraNews24an Internet survey conducted by Oricon ME between May 17 and June 7 of this year revealed. According to 10,438 e-comic reader respondents between the ages of 15-79 who read e-comics at least once per week, the age demographic that subscribed most frequently for these services, at 50.5 percent, was those in their 50s. Conversely, the age group that subscribed least frequently, at 6.2 percent, was those between 10 to 19 years old.

    Can Hong Kong libraries win back readers? Public facilities try every trick in the book to lose ‘boring’ label amid rise of e-texts, pandemic habits | South China Morning PostLibraries are struggling to woo visitors despite pulling out the stops with new offerings, including more open areas and digital services. Residents made 18 million visits to public libraries in first 10 months of year, well below 34.7 million recorded for whole of 2019 – censorship related to the National Security law and the departure of young middle class professionals won’t have helped either. More Hong Kong-related content here.

    WPP Open X Opens Up On Coca-Cola Partnership, Which Is Fizzing Away Nicely After 2 Years | The Drum

    DouYu CEO Chen Shaojie arrested in latest executive crackdown in China | CNN Business – DouYu is kind of similar to Twitch

    Online

    Singing from the CCP’s songsheet | Australian Strategic Policy Institute | ASPI

    The FT on how life is getting increasingly difficult for the creator economy

    Retailing

    Amazon newsroom: Hyundai and Amazon Partner to Deliver Innovative Customer Experiences and Cloud Transformation

    Security

    “Here to stay” – Chinese state-affiliated hacking for strategic goals | Merics

    Israel Arms the World’s Autocrats—With Weapons Tested on Palestinians | The New Republic“It’s either the civil rights in some country or Israel’s right to exist,” said Eli Pinko, the former head of Israel’s Defense Export Control Agency, in 2021. “I would like to see each of you face this dilemma and say: ‘No, we will champion human rights in the other country.’” Under this ethos, the Israeli economy quickly “abandoned oranges for hand grenades,” as one critic memorably quipped. After the Six-Day War in 1967, when the 19-year-old nation launched a preemptive strike on its neighbors—taking over the West Bank, Gaza, East Jerusalem, and the Golan Heights—a new era in Israeli politics began

    The Russian Way of War | Foreign AffairsRussia has long been home to creative thinking in both conventional and nonconventional warfare. In the conventional arena, during the 1920s and 1930s, Soviet military thinkers generated novel ideas such as the concept of deep battle—breaking through enemy lines and creating a continuous moving front. These ideas shaped, and continue to shape, NATO thinking. In the unconventional space, Soviet influence was even more profound. From its founding days, Soviet leaders developed a body of ideas and practices about subversive conflict, including forging documents, co-opting agents abroad, and establishing disinformation campaigns. An early example was the groundbreaking Operation Trest. Carried out in the 1920s, Trest operatives established fictitious underground political cells in Europe in the 1920s to infiltrate anti-Bolshevik groups and lure their members back to the Soviet Union.

    Secretive White House Surveillance Program Gives Cops Access to Trillions of US Phone Records | WIREDThe DAS program, formerly known as Hemisphere, is run in coordination with the telecom giant AT&T, which captures and conducts analysis of US call records for law enforcement agencies, from local police and sheriffs’ departments to US customs offices and postal inspectors across the country, according to a White House memo reviewed by WIRED. Records show that the White House has provided more than $6 million to the program, which allows the targeting of the records of any calls that use AT&T’s infrastructure—a maze of routers and switches that crisscross the United States. In a letter to US attorney general Merrick Garland on Sunday, Wyden wrote that he had “serious concerns about the legality” of the DAS program, adding that “troubling information” he’d received “would justifiably outrage many Americans and other members of Congress.” That information, which Wyden says the DOJ confidentially provided to him, is considered “sensitive but unclassified”

    Software

    Microsoft’s Copilot AI Rises From the Ashes of Bob and Clippy

    Doomer vs Accelerationist: the two tribes fighting for the future of AI | Dazed and The ‘AI doomers’ have lost this battle | FT on the outcome of OpenAI and its likely pivot towards a neo-liberal hell-for-leather charge to singularity. Whether they will get there is a bigger question, I have my doubts – Garden Pathing AI – by Erik J Larson – Colligo – LLMs are a technological dead end

    How does Stable Diffusion work?

    Style

    Why have people looked the same for the last 20 years? | Dazed

    Following the Silk Road, Les Benjamins readies for global expansion | Vogue Business

    Technology

    How Micro-AUVs Are Revolutionizing Ocean Exploration – EE Times

    Wireless

    Consumer Cellular’s Iris Flip isn’t just your grandma’s dumb phone | Fast Company