Search results for: “homepod”

  • 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

  • Nepotism + more things

    Nepotism in the creative industries

    Is nepotism really that bad? | LinkedIn – Jed Hallam wrote an essay on nepotism and the effects that he perceives it as having on inequality. Jed tries to steer a line on nepotism somewhere between recognising that the people may have an interest and talent, whilst pointing out inequality related issues derived from nepotism. Nepotism itself is widespread, whether its impact is small or large.

    Jed is concerned that nepotism can actively remove opportunities for less conventional candidates that may do better if assessed solely in merit.

    Social, cultural and economic barriers

    Even if nepotism disappeared, our unconscious desire to hire people more like us, can mean that candidates face challenges in social, cultural and economic realms. I don’t drink, don’t have an interest in rugby union or football. I knew no one down here and sold my car to pay my first month’s rent when I moved to London. The analogy of a viking burning his boat behind him would be apt. I didn’t, and couldn’t if I wanted to, move to London earlier than my late 20s. I had to put myself through university and build up a modest amount of money to back myself as my parents didn’t have any.

    One aspect of Jed’s essay on nepotism particularly surprised me:

    “the proportion of people from working-class backgrounds operating in the creative industries has more than halved since the 1970s–falling from 16.4 percent to just 7.9 percent”

    The problem with nepotism is that its hard to define and work out the difference between good and bad nepotism. For instance:

    • I line managed some one who had gone to Harrow and had found it harder to get into a creative agency because he was considered to be too posh by interviewees. He since went on to work successfully for other agencies, inhouse at a well loved brand and now runs his own shop
    • Would someone following on into the family profession be a case of nepotism? A classic example from the creative industry would be Thomas Bangalter of Daft Punk, whose father is disco producer ‘Daniel Vangarde’ aka Daniel Bangalter. One could imagine how being exposed to music and a studio environment from an early age made Thomas the kind of producer he was.
    • Or the Arnault children taking roles in LVMH? European business often rely on intergenerational family ownership and management

    Nepotism is more obvious when you have events like the recent US college scandal. The problem with debate about any hot subject like nepotism is the lack of room for nuance and good judgement. A second aspect to it is making people feel like victims of nepotism and inequality, rather than encouraging striving. Admittedly that is even made harder to do when inequality that underpins nepotism has become much more extreme.

    People look for easy solves and clear lines for issues like nepotism, when what we really need are better decision making and good judgement.

    Nepotism unresolved

    There will always be people who feel hard done by, it wasn’t them it was X external factor. Sometimes it isn’t your time, or you didn’t make clear how good you were. Equal opportunity doesn’t equate to equal outcomes, the case in point that nepotism can learn from is currently going through the US Supreme Court. In an age of algorithmically filtered CVs I can see nepotism become attenuated rather than resolved.

    Beauty

    A Look into the World of Cosmetic Clinics – Healthcare Business Today 

    Westfield London confirmed as Sephora’s first London store : The British Beauty Council 

    Facial masks: Amp up skincare beyond the glow | mintel 

    Business

    Indian Car-Services Company GoMechanic Inflated Revenue, to Fire 70% Staff – Bloombergsimilar to problems that others have had in India and China with startups

    How Apple tied its fortunes to China | Financial Times – the comments to this article are well worth reading and represent a huge political and shareholder related problem for Apple to overcome, alongside better supply chain resilience and getting its innovation mojo back and How Apple Tied its Fortunes to China and Moving its Supply Chain may be Close to Impossible – Patently Apple 

    China

    China’s precarious path forward – insights from the MERICS China Forecast 2023 | Mericsinteresting bit of our survey of 880 China watchers suggests the country’s course is most unpredictable – except that it will continue to stand by Moscow and accept EU-China relations fraying.

    What it would take for Apple to disentangle itself from China | Financial Times and Semiconductor Stories of the Year | ChinaTalk 

    China’s population falls in historic shift | Financial Times 

    Big Tech in CPPCC: Baidu’s Robin Li, NetEase’s Ding Lei no longer delegates of China’s top political advisory body | South China Morning Post – interesting when you combine this with the golden share that the Chinese government is taking in each of the large technology companies

    V Shanshan, “Why are you Forcing me to Embrace Solidarity?” – Reading the China DreamWeibo post from someone whose uncle had died from complications from covid the previous day, writing to express his anger and bitterness at the hectoring calls in China’s official media to “come together” and “look to the future” as China decides to live—and die—with covid.  That such calls ring hollow for many Chinese makes perfect sense, since China’s mighty messaging machine seems to have turned on a dime, suddenly arguing that Omicron is no big deal and that “everyone is responsible for their own health” after insisting for years that the virus is deadly and that collective behavior was the only way to control it

    Consumer behaviour

    Mintel research explores esports trends in Thailand | Mintel.com 

    A Place for Fire – The Paris Review – the primal draw of fire in the home. This reminded me of the central role of the turf and wood fuelled range in the Irish farmhouse where I spent a good deal of my childhood

    How E-girl influencers are trying to get Gen Z into the military | Dazed – this feels anime made real by white girls

    Project MUSE – The Surge of Nationalist Sentiment among Chinese Youth during the COVID-19 PandemicSince 2012, Beijing has been promoting a strain of populist nationalism which underscores both the institutional superiority of the ruling party and the cultural superiority of being Chinese. At the international level, however, the image of both the regime and the Chinese has been marred due to the coronavirus (COVID-19) outbreak in Wuhan (December 2019–January 2020). This study examines the extent and the form that the surge in nationalist sentiment of Chinese young people has taken during the COVID-19 pandemic. Based on a questionnaire survey of 1,200 students from a sample of 20 colleges/universities in China (June–July 2020), this study shows that the respondents express high satisfaction with the state’s performance in tackling the pandemic, and that there is a substantial surge of nationalist sentiment with a high level of hostility towards other nations (e.g. the United States). Such nationalist sentiment, however, is found to express a bifurcated pattern in that young Chinese also tend to embrace the opportunity to work and study in the Western societies they ostensibly dislike – yeah, is it smart to let them in though, given Chinese laws obligating them to cooperate with the MSS if requested?

    Project MUSE – Living with the State-Led Order: Practical Acceptance and Unawareness of the Chinese Middle ClassChina’s expanding middle class is often found to support the regime and lack democratic aspirations. We find that one section of the middle class depends upon the state for jobs and other material benefits, and the other works for the private and foreign sectors of the country’s economy. Once separated as such, we found that the non-state middle class clearly shows lower support for the regime. Furthermore, unlike the state middle class, which registers lower democratic support, the non-state middle class shows a similar level of democratic support as other social classes. In general, however, while only pragmatically accepting the current order, both middle class groups nonetheless appear lacking practical knowledge and understanding of liberal democratic institutions such as free media and multiparty elections. The unforthcoming attitudes toward democracy might also derive from a general sense of fearing the loss of order and the other related uncertainties

    Economics

    The true priorities of the global elite – by Judd LegumThe New York Times’ Peter Goodman, author of “Davos Man” — a blistering criticism of the WEF and its neoliberal ideology — recently offered this brief description: The World Economic Forum is not a secret government or organized conspiracy. It is a giant business meeting, a chance for the heads of multinational oil giants to sit opposite Persian Gulf potentates — fronted by the performance art of earnest panel discussions aimed at solving the problems of the day. More than anything, Davos is a prophylactic against change, an elaborate reinforcement of the status quo served up as the pursuit of human progress. Tuesday’s WEF program included a panel with Senators Kyrsten Sinema (I-AZ) and Joe Manchin (D-WV). The pair shared an on-stage high-five in celebration of the filibuster, which has been used to block increases in the minimum wage, protections for voting rights, and efforts to maintain access to reproductive health care. 

    Norway fund chief warns at Davos of ‘very, very low’ returns for stocks | Financial Times 

    Consumer confidence sees a small New Year bounce as outlook for household finances improves | YouGov 

    Covid and Price Gouging – Reading the China Dream 

    Energy

    The Collapse of the UK’s Electric Vehicle Champion | WIRED and Britishvolt collapses into administration as rescue talks fail | Financial Times 

    Alexander Brown on how industrial policy adds momentum to China’s push into hydrogen | Merics 

    GE to develop ‘immortal’ battery with self-healing metals | EE Times 

    FMCG

    The sweet and bitter flavour of the Chinese chocolate market: what do Chinese expect chocolate to be like? 

    Gadget

    Apple (AAPL) Revives Larger HomePod Smart Speaker Priced at $299 – Bloomberg 

    Germany

    BASF/Russia: ending Faustian pact creates recurring costs for Germany | Financial Times 

    German tank manufacturer’s warning puts pressure on Ukraine’s allies | Ukraine | The GuardianBattle tanks from German industrial reserves wanted by Ukraine will not be ready to be delivered until 2024, the arms manufacturer Rheinmetall has warned, increasing pressure on Nato allies to support Ukraine with armoured vehicles in active service instead, ahead of a key meeting this week. “Even if the decision to send our Leopard tanks to Kyiv came tomorrow, the delivery would take until the start of next year,” Rheinmetall’s chief executive, Armin Papperger, told the Bild am Sonntag newspaper. Rheinmetall, which manufactures the battle vehicle’s gun, has 22 Leopard 2 and 88 older Leopard 1 tanks in its stocks. Getting the Leopard tanks ready for battle, however, would take several months and cost hundreds of millions of euros the company could not put up until the order was confirmed

    Health

    4 Ways AI is Revolutionizing The Field of Surgery in 2023 

    Performance of ChatGPT on USMLE: Potential for AI-Assisted Medical Education Using Large Language Models | medRxiv – managed to scrape a pass of all three parts of the U.S. Medical Licensing Examination

    PneumoWave raises £7.5m for wireless respiratory biosensor | EE Times 

    How Startups Are Combatting America’s Obesity Epidemic | Digital Native 

    Hong Kong

    Macau gaming: Chau’s jail term warns punters and investors alike | Financial Times – It is worthwhile considering this in part of the wider picture of how China is trying deal with capital flight. It also chimes with efforts to move Hong Kong from being about ‘wealth management’ i.e. schemes to allow capital flight out of the mainland to the west to trying to pull in western money to invest in Chinese businesses. Macau was part of that process too.

    • Chau is essentially ‘killing the chicken to scare the monkey’ – Macau ‘junket king’ Alvin Chau sentenced to 18 years in prison | Financial Times 
    • Expect a clampdown on insurance policy sales people. At the moment a lot of them sell these things via WeChat with a view to providing financial services to mainlanders in a similar way to what daigou do with luxury goods from abroad. I know work at home mums that do this for Prudential as a side hustle
    • Auction houses have expanded like crazy in Hong Kong during the pandemic and I would expect the authorities to look at how they can shut this off or use to only import items into China rather than having them leave again. I wouldn’t be surprised if they are strongly encouraged to shutdown in Hong Kong and up up in Sanya on Hainan island instead so they stay inside the yuan firewall
    • Expect pressure on foreign banks on wealth management / capital flight vehicles. There maybe some latitude through mainland banks where the government can monitor the flow through back-end access into their systems
    • Ultimately, Singapore will be the new Hong Kong – which is happening already due to ‘run culture’ and a plethora of wealth management and family office services being provided.

    Seriously – what would anyone spy on in today’s HK? | Big Lychee – expect investment through to competitive landscape audits become much more difficult as everything comes under state interest aspect of National Security Law

    China’s emigration ‘run philosophy’ results in surge for Hong Kong visas amid city’s top talent hunt | South China Morning PostHong Kong launched its Top Talent Pass Scheme at the end of last year to attract experienced high-fliers and graduates from the world’s top universities. There has also been a ‘surge’ in inquiries from citizens in mainland China for the city’s Quality Migrant Admission Scheme – Hong Kong will be the ‘colon’ through which mainlanders will leave for foreign countries

    Hong Kong’s financial hub is at a crossroads | Financial TimesLook for a senior job in Hong Kong these days on LinkedIn and you’re unlikely to find any openings unless you’re a speaker of Cantonese or Mandarin, or both. “That’s a big change,” confides a longtime British expat in the territory. “It’s understandable. But it’s a big change.” The evolving jobs market is just one of the visible signs of the tilt to mainland China that promises to redefine Hong Kong’s role as a global financial centre. Beijing’s growing influence on the former British colony — evident in four years of security crackdowns and tough Covid lockdowns — has raised existential questions about the sustainability of the territory’s role as Asia’s unparalleled bridgehead to global finance – yeah soon even the finance bros will go

    Ex-Hong Kong leader Tung Chee-hwa to step down from China’s top political advisory body as vice-chairman, but no seat for Carrie Lam | South China Morning Post – interesting when taken into account alongside the hardliners that Beijing has appointed to ‘guide’ chief executive John Lee

    Hong Kong national security police arrest 6 for producing allegedly seditious books on 2019 protests, selling them at fair | South China Morning Post – they were being sold at a small Chinese New Year fair

    Hong Kong housewife allegedly ran HK$6 billion money-laundering syndicate, arrested with 8 others in record customs bust | South China Morning Post 

    Stand News accidentally published an op-ed comparing Hong Kong protest and Irish War of Independence, court hears – Hong Kong Free Press HKFP – I would have said that it was closer to the events surrounding the 1916 Easter Rising if you were going to use the Irish struggle for independence as an analogue….

    Ideas

    Documenting History: The Paper Legacy Project – Yale University Press 

    Hope, Trust, and Religious Faith | Quillette 

    Opiates of the Masses? Deaths of Despair and the Decline of American Religion | NBER 

    A World Without Affirmative Action | Quillette 

    Indonesia

    Tesla, Hyundai Finalizing Deals to Invest in Indonesia’s Electric Car Industry – Bloomberg – this is because of Indonesia’s industrial potential as one of the most populous countries in Asia, anything but China supply chains and regulations around its abundant supply of critical materials like nickel

    Innovation

    NASA Issues Award for Greener, More Fuel-Efficient Airliner of Future | NASA 

    Former UMC chairman & CEO Jackson Hu: Taiwan cannot afford to miss out quantum era | DigiTimes 

    How Futurists Envisioned the Future in the 1920s: Moving Walkways, Personal Helicopters, Glass-Domed Cities, Dream Recorders & More | Open Culture 

    Japan

    Japan was the future but it’s stuck in the past – BBC NewsJapan had emerged from the destruction of World War Two and conquered global manufacturing. The money poured back into the country, driving a property boom where people bought anything they could get their hands on, even chunks of forest. By the mid-1980s, the joke was that the grounds of the imperial palace in Tokyo were worth the same as all of California. The Japanese call it the “Baburu Jidai” or the bubble era. Then in 1991 the bubble burst. The Tokyo stock market collapsed. Property prices fell off a cliff. They are yet to recover. A friend was recently negotiating to buy several hectares of forest. The owner wanted $20 per square metre. “I told him forest land is only worth $2 a square metre,” my friend said. “But he insisted he needed $20 a square metre, because that’s what he’d paid for it in the 1970s.” Think of Japan’s sleek bullet trains, or Toyota’s “just-in-time” marvel of assembly-line manufacturing – and you could be forgiven for thinking Japan is a poster child for efficiency. It is not. Rather the bureaucracy can be terrifying, while huge amounts of public money are spent on activities of dubious utility – this says more about the persons values than about Japan. Also coming from Britain’s public broadcast service, it is ironic that Japan is at the centre of many critical global supply chains and Britain is being stripped out of them. A bit of introspection is required

    Korea

    Samsung, India Disagree on Production-Linked Incentives for Phones – Bloomberg 

    South Korea Is Now Home To The Biggest Spenders For Luxury Goods – Robb Report 

    Luxury Brands Beware: Angered Chinese Tourists Are Avoiding Japan And South Korea | Jing DailySouth Korea issued yellow tags for China’s inbound travelers to wear at its airports, and Japan followed suit, giving red tags to passengers coming from the country. The initiative has elicited outrage online. On Weibo, the hashtag “Japan issues red tags to mark Chinese travelers” has gathered 200 million views, becoming the fourth most trending topic at one point.  Many Chinese travelers complained that they not only had to pay for COVID tests and potential quarantines in subpar conditions upon entering South Korea but also had to wear a yellow tag on their necks to identify themselves as coming from China for special inspection at airports. The tags, along with South Korean reporters snapping photos at them, made them feel like they were criminals being transferred

    Luxury

    Musk vs Arnault: the tale of two tycoons | Financial Times 

    Marketing

    “This Is Smart Business, Not Woke Delusion”: Edelman Defends Brand ActivismBusiness leaders cannot afford to be cowed by political backlash to their efforts to address critical societal issues, said Richard Edelman as his firm launched its 23rd Trust Barometer in Davos this morning. “This is smart business, not woke delusion,” said Edelman and The world’s biggest PR firm claims to be an expert on trust – but is it? | The Guardian 

    Materials

    Good to see that we’re finally beyond the 3D printing hype bubble and its true benefits can be appreciated. This article is a good run down of the pros and cons of 3D printing in an industrial setting. In some ways it reminds me of the ‘manufacturing cells’ concept were a computer controlled machine tool with switchable tool faces would do multiple jobs and process multiple types of products in small batches.

    Not all manufacturing is true Fordian production lines. Just in the same way that digital printing has been good for small run books and catalogues or printing on demand; yet ‘traditional printing’ is still used for bigger print runs – additive manufacturing will be alongside traditional manufacturing processes.

    Media

    Klick Wire | Ad benchmarks 

    Online

    Eurasia Group | Weapons of Mass Disruption: Eurasia Group’s #3 Top Risk of 2023 

    Is the net closing in on TikTok? to be read alongside TikTok’s E-Commerce Management Structure Undercuts Claims of Autonomy From China | The Information and TikTok banned from University of Texas campus on cybersecurity concerns raised by governor and US government 

    HKU Legal Scholarship Blog: Julien Chaisse & Jamieson Kirkwood on Taxing the Future: Digital Stateless Income, Business Organisation, and the Search for a New Regulatory Paradigm (Singapore Journal of Legal Studies) 

    Chinese Celebrities’ Political Signalling on Sina Weibo | The China Quarterly | Cambridge CoreRecent studies have revealed how the state disciplines and co-opts celebrities to promote patriotism, foster traditional values and spread political propaganda. However, how do celebrities adapt to the changing political environment? Focusing on political signalling on the social media platform Sina Weibo, we analyse a novel dataset and find that the vast majority of top celebrities repost from official accounts of government agencies and state media outlets, though there are variations. Younger celebrities with more followers tend to repost from official accounts more often. Celebrities from Taiwan tend to repost less than those from the mainland and Hong Kong, despite being subject to the same rules. However, the frequent political signalling by the most influential celebrities among younger generations suggests that the state has co-opted celebrity influence on social media to broadly promote its political objectives

    Security

    Seven trends for the security industry in 2023 | EE Times 

    Spyware and the Press | Knight First Amendment Institute 

    Industrial espionage: How China sneaks out America’s technology secrets – BBC News 

    The FBI Identified a Tor User – Schneier on Security 

    Emerging Technologies: Is the West Ready for Competition with China? | Royal United Services Institute 

    The Bad News Bundeswehr: An Examination of the Truly Dire State of Germany’s Military – DER SPIEGEL 

    Hacked Cellebrite and MSAB Software Released – Schneier on Security 

    T95 Android TV Box sold on Amazon hides sophisticated malware 

    Pentagon’s annual weapon test report reverses classification, details major program challenges – Breaking Defense

    Singapore

    The lure of Singapore: Chinese flock to ‘Asia’s Switzerland’ | Financial Times – this will have unforeseen consequences and tensions for Singapore

    Software

    China’s court AI reaches every corner of justice system, advising judges and streamlining punishment | South China Morning Post – Chinese courts using the similar kind of rules based technologies that the financial sector have used for decades to automate decision making and even trading models

    Automating the Automators: Shift Change in the Robot Factory – O’Reilly 

    Style

    Berlin fashion spoof causes chaos as Adidas denies involvement | Fashion industry | The Guardian – adidas is having a bad year

    Taiwan

    Beijing ‘should be wary’ as US, Taiwan seek closer economic ties | South China Morning Post 

    Technology

    Three books about the technology wars – by Noah Smith 

    Microfluidics and the Elusive Lab-on-a-Chip – by Jon Y 

    Intel’s Gelsinger vows investment for long-term, but urges funding to show up soon 

    TSMC 3nm capacity ramp-up to benefit Gudeng and other equipment makers | DigiTimes 

    Apple reveal M2 Pro & Max chips | Sound on Sound. All Apple’s M2 Pro and M2 Max news in pictures | Apple Must and Apple Releases M2 Pro and M2 Max: 20 Percent Faster, Up to 19 GPU Cores | Tom’s Hardware  

    Macs In the Enterprise: A Cisco Case Study – Creative StrategiesDespite extremely high desire from employees to use Macs (66% according to a study we did last year), most IT organizations keep the Mac users in their organization at arm’s length. Offering true platform of choice matters when it comes to employee experience and employee satisfaction with their workplace, tools, and IT departments. This is exactly what Cisco found when they studied internal employees. A Cisco report on IT satisfaction of employees found satisfaction to be significantly lower when employees were not offered their platform of choice in a laptop – this bullshit has been going on my entire career, HR departments are a major issue as well

    Web of no web

    Apple delays AR glasses, plans cheaper mixed-reality headset 

    Tech Products I loved in 2022 and Predictions for 2023 – Creative Strategies worthwhile reading alongside Working out Meta Kinks – Creative Strategies and Three Fundamental Problems Still Plaguing Meta’s Enterprise XR Ambitions – Creative Strategies

    Microsoft Is Shutting Down Its Social VR Platform AltspaceVR – CNET 

    Deep Tech – 3D & wireless power – Radio Free Mobile 

    Wireless

    Huawei remains a 5G force in the UK after govt backpedaling | Light Reading 

    Global smartphone market shrinks 17% in 4Q22, says Canalys | DigiTimes 

  • Living with the iPhone 12 Pro Max

    iPhone 12 Pro Max transition

    I moved to an Apple iPhone 12 Pro Max from an Apple iPhone 11 Pro Max. That’s an important  factor to bear in mind when one sees phone comparisons. Secondly, I don’t earn my living doing phone reviews, so my reactions are likely to be less dramatic than a professional phone reviewer. Instead, I am trying to reflect a view of what its like to live with the device. 

    Smartphones overall

    You would have to look pretty hard to find a dreadful premium or mid-range smartphone nowadays. Some of the lower end Motorolas are sluggish performers, have the build quality of an early Samsung Galaxy and a mic that cuts in and out. But for the average iPhone user, a phone that is five years old is still a cracking phone, that could go another few years with a replacement battery. 

    The cameras are more than adequate for snapshots or document scanning, but no amount of software will make up for the quality of the lens in a smartphone versus a semi-professional photographers camera. And for most people, that’s enough. Performance has reduced to incremental improvements in real world performance. And in this respect smartphones mirror personal computers; as the huge perceived performance gains of the early computers flattened out. 

    I no longer need a Mophie Juice Pack case to make the iPhone last through a work day like I did with the iPhone 3GS. Although for long trips away from my desk, I still a power pack and a cable in my bag. This is as much about having the reassurance of knowing that I can run down my battery with lots of Maps usage if I have to, rather than a real need. Increased battery life is partly a function of screen size. The larger the screen, the larger the battery. Device screen sizes have grown over the years. Secondly, chip design and system software have focused on power consumption as part of a decade plus long focus on computing power per watt. 

    I still miss the keyboard and form-factor of my old Nokia E90; despite its flaky Symbian software. But I no longer miss its superior battery life, or the ability to remove the battery and replace it with fully charged spare. 

    Out of the box

    All of the iPhone 12 models come in smaller packaging than previous devices. The primary reason for this is Apple no longer supplies a USB charger. The excuse that Apple provided was that it was environmentally friendly. The problem with this is there are some awfully unsafe USB chargers available online as an alternative. The second thing that was missing from the box was a set of Apple wired earbuds. Again this was put down to being environmentally friendly by Apple. Though you could also come to two less flattering conclusions:

    • Apple is converting an insignificant amount of Android users, but only converting existing Apple iPhone customers. So headphones with a Lightning connector wasn’t needed and Apple could save on costs
    • It was a cynical ploy by Apple to drive AirPod wireless headphone sales even higher

    I can understand why Chinese netizens considered both moves to Apple shortchanging customers. I agree with them.

    China

    It is also interesting to note that all the main live-streaming platforms in China simultaneously decided to cancel live-streaming of the iPhone 12 series launch.

    Of course the Chinese government / Communist Party of China had nothing to do in coordinating this – honest….

    Handset design

    When you take the iPhone 12 Pro Max handset out of the box, you immediately notice its size and weight.  It has steep stainless steel sides like an iPhone 4 on steroids. 

    Apple iPhone 12 Pro Max
    iPhone 12 Pro Max view from the back of the phone

    Usually the heft of a premium phone feels reassuring. But at first, holding the phone was a dissonant experience. There were a few reasons for this:

    The change in design language from smooth round edges on handsets from the iPhone 6 onwards, to a flat edge of the iPhone 4 and 5.

    It was the first time that an iPhone model has become thicker than the previous generation of iPhone.

    The change in design with its thicker flat sides has little difference in putting on a protective case, but removing the case is noticeably harder.

    After three days or so usage, the iPhone 12 felt perfectly normal as I got used to it.

    Camera

    As I said at the outset to this post, this like other modern premium smartphones, are good at taking snapshots. The main difference between my iPhone 11 Max Pro and iPhone 12 Max Pro was a slight increase in optical magnification. The rest of the mild photographic improvements were available in the iOS 14 software for both new and older iPhones.

    Networking

    The big selling point for Apple on the iPhone 12 Pro Max is its ability use 5G networks. The problem is that for consumers 5G doesn’t have a compelling killer application at the moment.

    In that respect, it reminds me a lot of my time working with Cap Gemini as a client when video calling and Quibi like sports and entertainment clips were thought to be the killer app for 3G.

    The reality is that it took wi-fi and 4G made video to make calls work, even then the product isn’t perfect. Shorter sellable video content is still looking for a market. 5G does have industrial niche market opportunities.  Secondly, 5G network rollout means that there will be probably three generations of future iPhones before the 5G wireless function becomes useful. I still live in a neighbourhood in central London where I often lose 4G coverage. 5G will require many more cell sites to provide the same level of coverage. 

    Cellphone reception seems to be better; I don’t know if this is down to the handset or my carrier building out their infrastructure further during the lockdown.

    My house has never had great cellphone reception during my time living here. It backs on to a railway line with overhead electrification and only had windows the side facing away from the railway. Yet I am now seeing two bars of signal in parts of the house where I previously would only have had Wi-Fi or a single bar of 3G. 

    Conclusion

    Unsurprisingly, the iPhone 12 Pro Max is an accomplished handset. It offers good battery life, responsive performance, a great screen, a good camera and is well made. But there is insufficient reason to upgrade if you have an iPhone made in the last three years. You already have a good well made phone. It has a good camera and will run the latest version of iOS.

    If your battery no longer holds the charge, the way it once did, Apple offers a service to replace the battery at a very reasonable cost.

    More design related posts here.

    More information and selected reviews

    iPhone 12 launching without earbuds or wall chargers is compared to eating without chopsticks in China | South China Morning Post 

    Shenzhen/Huawei: the other Bay Area | Financial TimesThe impression of military manoeuvres by alternative means was reinforced by Tencent, another Shenzhen resident. It was among big Chinese social and video platforms including iQiyi and Weibo, that simultaneously cancelled the livecast of Apple’s iPhone 12 launch

    Kibbles & Bytes #1122: Apple Releases Four iPhone 12 Models and the HomePod mini – Don nails the assessment of 5G in the latest edition of his newsletter.

    Daring Fireball: The iPhone 12 and iPhone 12 Pro – interesting thoughts on the iPhone 12s. What Gruber doesn’t touch on is the radio improvements, particularly in 4G

  • North Face + more things

    From Supreme to Gucci: How North Face uses big-name collaborations to drive ‘brand heat’ – GlossyTim Hamilton, North Face’s head of global creative, said it typically does two collaborations per year, at most. In addition to its upcoming collab with Gucci, North Face has an ongoing collab with Supreme that started in 2015. And it released collabs with athletic brand Brain Dead and MM6, the sportswear line of Maison Margiela, in August.  Hamilton said the brand’s collaborations typically require a lead time of 1-2 years and are almost always manufactured and produced by North Face. The MM6 collab, for example, began with discussions between Hamilton and the Margiela design team in 2019. – This lead-up time probably explains the balance in their collabs between hype and steadier brands. Hence no Virgil Abioh or Yeezy deal with North Face. Abioh has flirted with Canadian technical brand Arcteryx; which is owned by Chinese sports and outdoor clothing conglomerate Anta – who have a lot of cash. It is interesting that nothing has come from Abioh’s visual love letter so far.

    Op-Ed | New Balance Collabs Are Second to None This YearNew Balance places an emphasis on “aligning with brands that are authentic in their space and have substance behind their message.” New Balance’s roster of collaborators represent a wide range of aesthetics, communities, and subcultures, meaning the brand can speak to a variety of consumers based on what product has been matched with which collaborator. In a sense, putting together a New Balance sneaker collaboration is like a game of exquisite corpse. “We’re able to keep product executions and stories fresh while creating different followings for each type of partnership,” – you could argue that adidas and Nike’s deals with Yeezy and Off-White relegate adidas and Nike to little more than original equipment manufacturers (OEMs). But New Balance also doesn’t have the deep pockets to go up against adidas and Nike head-on. That lack of deep pockets also affects North Face as well. I am surprised that the North Face and New Balance haven’t collaborated, though part of the issue maybe New Balance’s Danner Boots business. This competes somewhat with North Face’s boots business, but they have a very different aesthetic appealing to a different audience. North Face is owned by VF Corporation with sister brands Dickies, Timberland and JanSport. This means that brand collabs for North Face are probably complex politically.

    A millennials love affair: China’s second-hand luxury goods market booms | Reuters – yes Chinese like new things like new apartments. Yes but: Chinese luxury consumers have become more sophisticated. Chinese consumers have travelled and seen the pre-owned market like Milan Station and BRAND OFF in Hong Kong and Japan respectively. In absolute terms middle class wages are lower in China still than the US; yet this isn’t reflected in luxury product pricing

    Alibaba Takes Over China’s Top Hypermart Chain for $3.6 Billion – Bloomberg – interesting that Alibaba is working on an offline retail strategy

    Robert Lighthizer Blew Up 60 Years of Trade Policy. Nobody Knows What Happens Next. — ProPublica – I am not normally interested in publishing about politics, but this article on US trade policy is an interesting starting point to think about the current debacle

    Revisiting Lyn Collins’ “Think About It” – Micro-Chop – great essay. Its also good to see how the edits of Ultimate Breaks and Beats played a role in popularising the ‘think’ break

    Hong Kong walks: discovering traditional, trendy Tai Hang | Financial Times – it makes me ‘home sick’ as Hong Kong island was my home for a while

    Baaaa for business: Princess Diana’s iconic sheep sweater is back | Financial Times – its interesting that luxury brands are now raiding not just archives but childhood memories for cues. Also the convoluted customer journey outlined in the article for the original purchase via a bridesmaid’s mother

    Debate over vegan ‘sausages’ and ‘burgers’ heats up ahead of EU vote | Financial Times – unsurprising given the size of the beef and pork industries in the European Union

    WPP back on hunt for deals, says chief | Financial TimesRead’s challenge is to win back investors who think agency holding groups are struggling with multiple structural tests: cost-cutting and clients taking business in-house, competition from consultancies such as Accenture, and waning clout as middlemen in digital ad markets dominated by Google and Facebook. WPP’s share price is 65 per cent lower than its 2017 peak, and has fallen more than a third since the pandemic battered the economy. The three-year decline is a more severe than at rivals such as Omnicom and Publicis. Meanwhile, investors have flocked to the simpler growth story of adtech providers such as The Trade Desk, which this year has soared to almost three times WPP’s market value on a tiny fraction of its revenues. The £2bn market capitalisation of Sir Martin’s S4 Capital, a digital-only advertising group, is almost a quarter of WPP’s value even though it generated less than three per cent of its £12.4bn sales in the year to June 30.  – a number of things from this interview. The Trade Desk has a lot of heat around it, WPP attempted to do this with Xaxis but has got little credit. Read tried to spin that Accenture and WPP have sweet spots at different points in the economic cycle. Hence the comment about Accenture being good at cutting marketing costs.

    Mr Read’s pitch is that WPP has combined its traditional creative strength with the tech expertise to build ecommerce platforms for clients such as Sainsbury’s, and become the single biggest integrator of Adobe’s software. “Our goal is to be to revenue growth what Accenture is to cost reduction,”

    Chinese-Americans campaign for Trump on WeChat | Financial Timesit is becoming increasingly difficult to organise on WeChat, not only because of the looming US ban but also because of Chinese censorship. Simple WeChat filters for sensitive terms such as “democracy” can detect articles about US politics. Sometimes when Mr Ming sends articles to his groups, those with Chinese-registered phone numbers on their WeChat accounts cannot receive the links, no matter where they are in the world. Ms Wen, who used WeChat in 2016 to organise a door-knocking campaign for Mr Trump, was glad to shift away from the platform this year. “I know it is completely surveilled. Nowadays I mostly use Telegram,” she said, referring to the encrypted messaging app. – interesting move to Telegram, mirrors what I saw in my Hong Kong friend network after the Hong Kong National Security law was passed

    Google’s new ‘hum to search’ feature can figure out the song that’s stuck in your head – The Verge – now this is clever

    The future of fashion week? Look to Shanghai | Vogue BusinessShanghai Fashion Week, which pioneered digital pivots like live streaming, returns today as a largely physical event, featuring around 90 brands across a number of venues, including its main stage in fashionable shopping district Xintiandi and emerging designer platform Labelhood

    How to steer clear of discounts this holiday season | Vogue Business“Markdowns have almost single-handedly ruined our industry,” says Hewitt. “They train the consumer not to buy in-season because they can come back in three months and get a discount. It’s a vicious cycle.” – during the 2008 recession Rolex reputedly bought back watches in its retail and wholesale channels. And then recycled them

    Kibbles & Bytes #1122: Apple Releases Four iPhone 12 Models and the HomePod mini – Don Mayer nails the assessment of 5G in the latest edition of his newsletter.

    Why a new generation of challenger brands need to rethink how to challenge | A Little West of Centre – Blands. That’s what Ben Schott, writing for Bloomberg, coined them. And what a coining it is. The new generation of humble, conscious, in-it-to-sell, underdog companies, sporting D2C models, consumer champion narratives, minimalist aesthetics, affordable luxury positionings and post-choice selling techniques (this is THE mattress, that is THE toothbrush).

    Sony Launches SR Display: You Can See 3D Pictures Without Wearing 3D Glasses – Gizchina.com – really interesting technology

    Indonesia’s central bank hints burglary in e-wallet playerconsumers should look at the track record of providers before using them to save large amounts of money. Indonesia’s total e-wallet transaction value size is expected to reach US$15 billion by 2020, according to a recent report by The Asian Banker

    Problem Solved #13: A lesson in tackling bloody taboos from Bodyform | The Drumthe result was to present the viewer with flame-engulfed apartment of a perimenopausal women; a monster ripping at an endometriosis sufferer’s uterus; a ‘flood gate’ moment following an unexpected sneeze; a woman who has chosen not to have children; and the often-turbulent journey of trying to conceive

    Diane von Furstenberg: Interview | Vanity FairThe iconic wrap dress, designed in 1974 and sold more than 15 million times since, made von Furstenberg an overnight sensation and began a dialogue with women that she has maintained ever since, in a large part through admirable philanthropic efforts, including the annual DVF awards. Now she’s taking that dialogue to the podcast, a medium she champions for its value in shifting the focus away from appearance.

    British Airways Avoids Huge £180 Million Data Breach Fine for Hack That Compromised the Personal Details of Over 400,000 Customers – good for BA given airlines are haemorrhaging cash at the momen. I am worry about the message that this sends to large corporates and customer data

    Shenzhen — Justin McGuirk – pretty much nails how I found Shenzhen over the decade that I visited regularly. More on Shenzhen related posts here.

    Facial recognition data leaks are rampant in China as Covid-19 pushes wider use of the technology | South China Morning Post – interesting that this is being collected by non-state actors such as property management companies and schools as well as the state bodies

    iPhone 12 launching without earbuds or wall chargers is compared to eating without chopsticks in China | South China Morning Post – I was expecting this as Chinese consumers are value orientated, brands focus on ‘client delight’ and there is a culture of free gifts with products. So taking items out of the box and the green explanation won’t wash

    Beijing 1986: portraits of a forgotten China | Financial Times – amazing photos from 1986.

    Shenzhen/Huawei: the other Bay Area | Financial TimesThe impression of military manoeuvres by alternative means was reinforced by Tencent, another Shenzhen resident. It was among big Chinese social and video platforms including iQiyi and Weibo, that simultaneously cancelled the livecast of Apple’s iPhone 12 launch – a small example of the nexus between the Chinese government, corporate decision-making influenced by the government and an undercurrent of Han nationalism

  • Apple souled out to China

    Apple designed in California and sold in China. Is it now Apple souled out to China? Apple is often cited as being a technology brand with a purpose and profiitable. It is unique in mobile phones, computers, tablets and set top boxes. It has a throw back model to the pre-Windows age of computing. It is vertically integrated.

    Quisling

    They make key software for their computer. They make the hardware. And in the case of every device except the Mac, they make the key components. It does all this without owning the means of production.

    Apple doesn’t own its factories. It owns some of the machines in assembly plants. But if a legal dispute broke out, it would struggle to get those machines out of a partner factory. It’s production volumes are so vast; this puts a further constraint on partner choice. Apple’s electronic components are made around the world:

    • Germany
    • Japan
    • Korea
    • Taiwan
    • China
    • USA

    The device chassis, battery and assembly happens in China.

    In software, Apple is reliant on two types of partners:

    • The open source community. iOS, macOS, watchOS and tvOS are all built on open source software. Apple takes them building blocks and innovates on top of them
    • The Apple developer community. Apple’s computers are nothing without software. On the iPhone about half the game developers are China based

    The Apple difference

    Their differentiator for the first thirty years or so was computing for non-technologists. Over time this has been articulated as:

    • Computing for the rest of us. Computers with expert product design that made them friendly in consumer eyes. This was to try and portray computing as an appliance or piece of consumer electronics. Brands as diverse as Sony and Cuisinart cited as inspiration. Critics of the Mac interpreted this focus on product design to call it a toy. They didn’t think that it represented ‘serious’ computing
    https://youtu.be/C8jSzLAJn6k
    • Think different. Apple needed to keep a fraying customer base together. They came up with the brand anthem that highlighted the diverse range of users. This ranged from technologists and scientists to artists and creatives

    https://youtu.be/cFEarBzelBs

    • It just works. It just works was initially used as a way to describe the intuitive Mac interface. My key attraction to the Mac was discovering thoughtful design at every aspect of the software. Even now, once you learn a keyboard short cut it works consistently in all software. In contrast, Ctrl + Q on Windows is inconsistent between some Microsoft apps

    Apple extended this process from the iMac onwards, making it easier to:

    • Get online. The modem was in the iMac’s case. You plugged your phone line into the computer. You plugged the computer in and followed the software instructions. Apple even carefully curated high quality dial-up ISPs (internet service providers)
    • Set your email up
    • Get your address book on to your phone – something that became even easier with the iPhone
    • Get your music on to your phone or iPod

    https://youtu.be/rnzCnPSQM7c

    The pivot to privacy started back in 2003 with the launch of FileVault. It makes it easy to encrypt a hard drive partition, CD ROM or USB key. This was to help the Mac find acceptability within business. It also benefited consumers. Eight years later Apple launches the iMessage service which encrypts text, image and video messages by default. It also launched FaceTime video calling with encryption. Two years later, Apple builds Secure Enclave into the iPhone; encrypting the entire device. Over time, the technology moved from being business friendly, to consumer differentiator. It gave Apple clear separation from Google and Facebook. Privacy fitted into a Cook narrative about a company that promoted social good. This was part of the move to a post-Jobs Apple. One that thought social purpose was more than addressing the education market with high quality products. Tim Cook and Apple stood up for American civil rights and progressive ideals.

    Concepts that in retrospect look rather naive when going into China.

    Compromises in China

    Apple has already given over control and cryptographic keys of its services in China. Apple users in China do not enjoy the kind of privacy and security protections of users elsewhere. Apple has not gone to the mats on behalf of users. Apple’s service offering has been severely restricted. Apple’s book offering had to be withdrawn. The app store is without whole categories of applications. Apple Music has a much reduced catalogue due to censorship. Check out Six times Apple gave in to China | Abacus for more information.

    Compromises to China

    The protests in Hong Kong shone a light on corporate kowtowing that has been going on for years. HKMap Live is similar to map / data mashups done for other protest movements. It plotted crowd sourced reports of police on a map.

    The data offered is not granular in nature. It might give you a pointer if you commute is going to pop-up in the middle of tear gas and baton rounds.

    This means that Tim Cook was gullible, or compromised when he made the following false statement about HKMap.live

    “…we received credible information, from the Hong Kong Cybersecurity and Technology Crime Bureau, as well as from users in Hong Kong, that the app was being used maliciously to target individual officers for violence and to victimize individuals and property where no police are present.”

    Tim Cook internal memo to staff

    The problem is no one has come out and said in public what these instances were. Apple hasn’t provided any supporting evidence. One could guess that Apple’s calculus was that people can still use Safari to access the HKMap.live site.

    But this comes on the back of Apple removing the Taiwan emoji from all iPhones using Chinese language input. That affects:

    • Chinese
    • Hong Kongers
    • Macau residents

    Tim Cook has gone from progressive corporate citizen to Tolkein’s Gríma (Wormtongue). So what’s Apple’s pay-off?

    Apple’s prospects in China

    You could argue that Apple’s best days are behind it in China. WeChat has effectively built a smartphone OS inside its application. This has meant that the iPhone’s differientators and real world performance compared to Android are moot.

    • Domestic manufacturers are squeezing Apple and Samsung out of the market
    • Tablets are less relevant due to Chinese preference for large smartphones.
    • Apple TV is crowded out of the market by Tencent content deals.
    • The Mac is a niche product that Apple is likely to maintain

    In the face of a changing political environment and rising Han nationalism; Apple is in decline. It’s a question of how fast, which means that Apple feels obliged to placate a mercurial Chinese state.

    Apple’s prospects on Capitol Hill

    Big technology companies under the magnifying glass by lawmakers. Apple doesn’t have the issues that Facebook has. But it did develop most of the tax avoidance measures now used by Facebook, Google and Amazon. And the one thing both Republicans and Democrats can agree on is that China is a bad actor that needs to be confronted. Apple sits nice at the intersection of these two issues. Tim Cook took a high risk gamble positioning Apple in political crosshairs – in the run up to an election. I guess like Mark Zuckerberg, Tim Cook is hoping Elizabeth Warren doesn’t get in.

    This also offers other technology companies a unique proposition. Their lobbyists could throw Apple under the regulatory bus for commercial advantage. Amazon’s lobbyists managed to blunt the threat of Apple Books to the Kindle book store. Do you think they or Facebook won’t offer Apple up as the sacrificial lamb?

    Thinking about trade specifically. Apple has already moved up to a third of iPhone assembly outside China due to the US | China trade difficulties. This leaves the rest of its products under threat:

    • From Chinese government action in the supply chain
    • From US government action against the supply chain

    If you’re an American politician, Apple looks like a corporate Quisling. On the right wing, it acquiesces to Chinese government pressure, yet won’t help the FBI. On the left, it avoids its tax responsibility and kowtows to an authoritarian regime that wants to displace America.

    Apple’s prospects with western consumers

    One can understand why Apple has thought it could get away with Chinese practices. It was something that other companies do:

    • Nike
    • Tiffany
    • Dolce & Gabbana
    • Starbucks
    • Mercedes-Benz
    • Marriott
    • Cathay Pacific
    • Muji
    • Versace
    • Dolce & Gabbana
    • United Airlines
    • Swarovski
    • Gap
    • Google

    Apple hasn’t had significant pushback or scrutiny of its Chinese practices. Unfortunately, Chinese government hubris, 愤青 (fenqing) and the NBA has brought Apple into sharp focus.

    The HKmap.live app is just the tip of a China iceberg:

    • It has handed over all the cryptographic keys for iCloud services in China to the government
    • iCloud hosting in China has been handed over to a Chinese state-owned company
    • Apple has censored books and music on behalf of the Chinese government
    • Apple has got rid of whole categories of apps like VPNs at the request of the Chinese Communist Party
    • It has pulled the Taiwan flag emoji from many devices
    • It’s handing over data to Tencent that bundles IP addresses with URLs. Apple claims its technique protects privacy, unlikely from the Chinese government technologists. Given a wide enough data sets and enhanced interrogation, you can whittle it down
    • Apple has requested that content providers on its new TV service censor themselves – not to offend the feelings of 1.4 billion Chinese people. Guessing South Park won’t be making content for Apple TV+

    This makes Apple look like a hypocrite.

    The San Bernardino lawsuit looks less like a stand for privacy a la Edward Snowden. Instead Apple looks like it prioritises the interests of the Chinese government over the US.

    There is a breach of trust for some Apple customers. Can you now trust Apple in other areas such as privacy?

    • How much of a threat would China have to make in order for Apple to hand over the keys to mail and messaging globally?
    • Or maybe just countries along the Belt & Road, which would include the European Union

    What would China do?

    • Banning the sale of iPhones?
    • Banning Apple Watches in China?
    • Ban the sale of AirPods?
    • Spiking Mac sales?

    Access to Apple’s global data would be an intelligence trove of kompromat. China wouldn’t be able to resist.

    If you’re an Apple customer, you know Apple just isn’t cool. The trust in Apple’s privacy USP is blown. You can’t be sure what Apple won’t do to make China or other governments happy.

    Western consumers are waking up to Apple having shattered an unwritten moral covenant, set by its progressive actions.

    In trying to avoid hurting the feelings of 1.4 billion Chinese people, Apple has burnt the trust of everyone else. And most of those 1.4 billion Chinese people Apple avoids offending won’t buy an Apple product. Which doesn’t look that great when you’re a shareholder.

    Apple and developers

    Prominent developers like Maciej Cegłowski (founder of pinboard.in) have been active in supporting Hong Kong protestors. It has put Silicon Valley developers on the opposite side to Apple. Cook will realise that there will be Apple insiders who sympathise with the Hong Kong protest movement.

    Taking the morality out of the equation for the moment, if you’re an Apple developer or employee; you know Apple won’t have your back. Why should you help them? Why would you help facilitate them use your open source code to build their products?

    More information

    Apple’s China Nightmare Just Got Even Worse | Forbes

    Apple Told Some Apple TV+ Show Developers Not To Anger China | Buzzfeed News

    How safe is Apple’s Safe Browsing? – A Few Thoughts on Cryptographic Engineering

    Apple insists it’s totally not doing that thing it wasn’t accused of: We’re not handing over Safari URLs to Tencent – just people’s IP addresses • The Register

    Apple’s decision to pull an app used by Hong Kong protestors shows how much it needs China – Vox 

    Daring Fireball: Tim Cook’s Company-Wide Memo on HKmap.live Doesn’t Add Up

    Apple in eye of China-Hong Kong storm | Digital | Campaign Asia

    Apple ditches Hong Kong maps app as China expands ‘loyalty test’ – Nikkei Asian Review

    Hong Kong Is the Latest Tripwire for Tech Firms in China | WIRED

    Chinese online retailers slash iPhone prices for second time this year | Reuters

    Apple’s spectacular $5 billion China black hole | Techinasia

    Apple’s Sales Drop in China Means $5 Billion in Lost Revenue – Bloomberg

    Apple in China Report 2017: A Deep Dive Into Apple’s China Troubles – China Channel

    Apple Starts Selling their HomePod in China, a Very Tough Market owned by Chinese Vendors – Patently Apple

    China retailers slash iPhone prices after Apple sales warning | Reuters

    Apple China warning: US businesses could lose out – CNN

    Apple Faces `Informal Boycott’ From China Consumers, BAML Says – Bloomberg

    Apple’s China Problem : 12 Reasons – Counterpoint Research

    Chinese Smartphone makers took advantage of Apple’s Out-of-Touch Pricing on iPhones & now Apple’s Supply Chain is Worried – Patently Apple

    Apple Warning: Seven Charts That Show the Pressure on China’s Consumers – WSJ

    Chinese Values Are Changing America – The Atlantic – China is transforming the US rather than the other way around