Ged Carroll

Category: ideas | 想法 | 생각 | 考える

Ideas were at the at the heart of why I started this blog. One of the first posts that I wrote there being a sweet spot in the complexity of products based on the ideas of Dan Greer. I wrote about the first online election fought by Howard Dean, which now looks like a precursor to the Obama and Trump presidential bids.

I articulated a belief I still have in the benefits of USB thumb drives as the Thumb Drive Gospel. The odd rant about IT, a reflection on the power of loose social networks, thoughts on internet freedom – an idea that that I have come back to touch on numerous times over the years as the online environment has changed.

Many of the ideas that I discussed came from books like Kim and Mauborgne’s Blue Ocean Strategy.

I was able to provide an insider perspective on Brad Garlinghouse’s infamous Peanut Butter-gate debacle. It says a lot about the lack of leadership that Garlinghouse didn’t get fired for what was a power play. Garlinghouse has gone on to become CEO of Ripple.

I built on initial thoughts by Stephen Davies on the intersection between online and public relations with a particular focus on definition to try and come up with unifying ideas.

Or why thought leadership is a less useful idea than demonstrating authority of a particular subject.

I touched on various retailing ideas including the massive expansion in private label products with grades of ‘premiumness’.

I’ve also spent a good deal of time thinking about the role of technology to separate us from the hoi polloi. But this was about active choice rather than an algorithmic filter bubble.

 

  • Apple Spring Forward event

    Apple Spring Forward event

    I started this post a few hours after watching Tim Cook and company launch a number of product revisions  under the title of Apple Spring Forward. The most anticipated of which was the Apple Watch. I was in full Post Traumatic Apple Event Disorder mode. I have collated some of my thoughts about the event below and tried to order them into some sort of cogent narrative.
    Apple TV connections

    AppleTV

    The reduction of cost in Apple TV hardware at the Apple Spring Forward event was an interesting move. Apple has decided to go for market share rather than margin with the device and the incumbent HBO Now service might be just the catalyst to drive adoption. That Apple is leading with a HBO streaming service tends to imply that Apple has likely given up on trying to build its own ‘cable channel over IP’ offering. It does raise another interesting question about how other studios will want to handle their content in iTunes or via a an app similar to BBC iPlayer. Apple is passing on to consumers the cost benefits of using the older silicon design that powers the Apple TV. It also means that the Apple TV is the least powerful computer in Apple’s product range – including phones and tablets. The AppleTV is an egalitarian device rather a luxury brand product and a vote against widespread 4K adoption; unless the price discount is making room for a premium 4K capable device at a later date?

    Social Enterprise

    Apple’s moves at becoming a ‘social enterprise’ were interesting. For an organisation so polished at presenting itself to the outside world, the ResearchKit announcement and the case study with Christy Turlington felt awkward.  ResearchKit was delivered in a flat manner and didn’t explain how the product fitted in with Apple’s position on user privacy. Turlington’s appearance was like a particularly sycophantic Charlie Rose interview. There was a lot to talk about without having to ‘over-reach’ for celebrity endorsement.

    Apple needs to work harder picking the spokespeople to burnish its reputation, the nature of the projects and the deliver to be less cringeworthy. The very nature of the product and design story means that Apple already has a certain amount of implicit moral imperative and the company should be more in-tune with that.


    Apple Watch app
    Apple Watch

    I am deeply conflicted by a lot of the discussions around the Apple Watch, for a number reasons:

    I haven’t used an Apple Watch, but watching others use it in the demos made me think that it is fiddly and dare-I-say-it: hard to use. It could be un-Apple in nature

    Scott Galloway points to the Apple Watch and describes Apple as having transitioned to a luxury brand. The Edition watch maybe a luxury product, but not all of the Apple product range are luxurious – the AppleTV at a new price point of $69 implies ubiquity. This maybe a specific choice to get scale for the media content that other luxury Apple devices need to function. Just in the same way that quality newspapers couldn’t survive solely on sales to luxury consumers. What does this mean for those Apple customers who use the the devices as professional or creative tools?

    Much of the debate revolves around what luxury consumers want by people who can’t afford to buy the Edition version of the watch. Do the kind of luxury shoppers who wouldn’t care about a $13,000+ watch have a smartphone, or a smart person to organise their lives? An astute reader of Popbitch will soon realise that the celebrity accessory to have is a personal assistant, not a bejeweled Vertu. Secondly, not being available is a luxury as privacy and time are the preserve of the reach in an always-on world

    Many of the more positive predictions depend on the Chinese luxury market. The luxury market is changing in China. Luxury goods are used as tools in China; if you look successful, you are more likely to be successful in a culture that relies on high-touch personal relationships to facilitate business. However, consumers are becoming more sophisticated and moving away from at least some of the gaudier products. The Middle East may be a more opportune market for Apple.

    A second use case in the Chinese luxury market is that of a compact storage of value for capital flight or making a payment. The culture of payments for favours is being clamped down on my the Xi administration which has been made visible by a 20%+ drop in luxury watch sales. I don’t know the way plutocrats would likely jump on the gold Apple Watch.

    ‘Apple Watch is just an iPhone remote control‘ Craig Johnson senior analyst at Piper Jaffray – heard on Bloomberg TV. ‘Luxury watches are a store of wealth, an Apple Watch isn’t‘. Which is probably true for many people on Wall Street, but may not true for the truly rich.

    Apple MacBook

    The MacBook carried the biggest dissonance for me and was arguably the biggest disappointment of the Apple Spring Forward event. For long time Apple customers, MacBook means entry level laptop. They used to come white polycarbonate shells that matched the iMac G4 and Apple eMac. Instead the MacBook seems to reflect status:

    • A price point above the MacBook Air, but less powerful and less adaptable
    • Good battery life, but underpowered for many tasks
    • Three finishes including a gold colour that screams status in the iPhone line
    • A single port which made many of geek friends freak out with anger. The morning after one of my friends posted on Facebook about the single port: I am still angry. I use a Retina MacBook Pro at work and suffer from a lack of ports for external drives (including an optical drive), Ethernet, a secondary display and a card reader for multimedia work. The MacBook has a single port which replaces the MagSafe with a USB connection. For business users or creatives the machine is gloriously impractical and destroys their investment in things like the Apple Cinema display. I currently an Apple TV and have tried to screen-cast over Wi-Fi to it for presentations, it doesn’t like video at all. When I travel I usually present, for business users who travel regularly like me the MacBook feels like a pig-in-a-poke. Is the MacBook then decided to be a luxury consumer device?

    The trackpad which is being rolled out across other Apple laptop models looked attractive to me. The next generation of keyboard seems to be less convincing. I suspect its attractiveness will be inversely proportional to your touch typing speed due to the lack of haptic feedback from shorter key travel.  Despite the price point difference, I suspect that the MacBook is actually designed to cannibalise some Apple iPad sales as an executive toy – I don’t know whether it will.

    That’s my take on the Apple Spring Forward event, but I would be interested on your take on it.

    More information

    Post Traumatic Apple Event Disorder
    On Smart Watches, I’ve Decided To Take The Plunge
    The Watch Post
    Size Zero Design | 厌食症设计
    Questions I Have About Apple’s Business | Apple 业务挑战
    CES Trends
    Waking from an Apple Watch hangover « Observatory
    New Apple Stuff and You | The Wirecutter

  • Gree + more news

    Gree

    Asiajin » Gree CEO Talks To National Paper Readers By A Full-Page Ad – interesting how social businesses had to respond to accusations of preying on consumers by ‘traditional’ business. Gree is a Japanese Internet media company with headquarters in Tokyo. The name was borrowed from the idea of six degrees of separation. It runs the GREE mobile focused social network, not to be mistaken for the products of Chinese domestic appliance maker GREE. Gree focuses on mobile gaming and the sale of virtual goods to games players.

    Consumer behaviour

    China Less and Less Enamored of Social Media, Study Finds – China Real Time Report – WSJ – “Social media has penetrated into the lives of Chinese people and they now realize they are spending too much time on it,” said Sophie Shen, who led the Kantar poll, in a statement. “At the same time, they are receiving more low-quality and duplicate content.”

    Economics

    Raise Taxes on Rich to Reward True Job Creators: Nick Hanauer – Businessweek – rich people don’t create jobs, customers do

    Finance

    Former Chairman of Anglo Irish Bank Arrested – NYTimes.com

    How to

    The Behavioural Economics Guide 2014 – (pdf) – this is an area of increasing interest in social policy, marketing and advertising circles. It promises the ability to better shape consumer behaviour, which is an attractive proposition to government and marketers. Especially when combined with pursuasive computing techniques in digital media.

    Guide to keeping your social media accounts secure – (PDF) keeping social media accounts secure is now a key issue for brand protection. Yet brands still treat their website much more safely than their social channels. Keeping social media accounts secure needs to be a higher priority.

    How to Find Websites and Domains owned by a Person?

    Ideas

    Jeff Mills: The Failings Of The Future | Hypnotik – interesting to read this, especially after reading William Gibson’s latest book The Peripheral. In the book, much of the story plays out after the Jackpot – a gradual long duration series of events that herald massive human population decline

    Innovation

    Hoping Google’s Lab Is a Rainmaker – NYTimes.com – interesting the impatience. However if you go back to Google’s red herring you can’t say that they weren’t warned. More innovation related content here.

    Swatch upcoming smartwatch won’t require charging — GigaOM – It seems to charge itself via movement. Does the Swatch smartwatch  use Seiko Kenetic style power? If so the smartphone device would represent spectacular innovation in low power computing. More related posts here.

    Japan

    Asiajin » Jerry Yang’s 1999 Order Thanked By Japanese Auction Dominator Yahuoku | Asiajin – interesting how Yahoo! engineered the product to meet Japanese characteristics back in 1999 by Jerry Yang. More on Yahoo! here.

    Luxury

    Nokia to sell luxury Vertu subsidiary

    INSEAD Knowledge: Chinese Vogue

    Luxury Goods Market Surges In China [Headlines] @PSFK

    Marketing

    ‘Mustang’ More Popular Than ‘Superman,’ ‘Batman’ According to Research by SplashData | Ford Media Centre – just bad PR and a piss poor use of search data by the Ford Media Centre. Its a desperate gasp at cultural relevance

    Media

    Universal Censors Megaupload Song, Gets Branded a “Rogue Label” | TorrentFreak – IF true, this is crazy as Universal is blowing a hole in its own head from a reputational point-of-view

    Patry’s How to Fix Copyright: deftly argued, incandescent book on the evidence-free state of copyright law – Boing Boing

    Groklaw – ITC Recommends Finland and Canada Help Barnes & Noble Get Evidence from Nokia and MOSAID ~pj

    Here’s What a Twitter Follower Costs | ClickZ

    Yahoo’s Alibaba Quandary – NYTimes.com

    Online

    Facebook’s Video Views Rising, But Mostly For Discovery | paidContent – does mobile mean less engagement with Facebook?

    SOPA: Chinese Internet Users See a Familiar Face | WebProNews

    Cameron etc shamed as social media-ignorant reactionaries | TechEye

    Social networking’s salad days are ending, Forrester says – CNET News

    People Now Watch Videos Nearly 30 Percent Longer On Tablets Than Desktops | TechCrunch

    Retailing

    Data: “Coupon” Most Engaging Keyword on Facebook for Cyber Monday / Black Friday Posts | Buddy Media – says a lot about the economy

    Security

    Three of Tech’s Top CEOs to Skip Obama Cybersecurity Summit – Bloomberg Business – snub due to Snowden revelations

    Spies are putting off writers | Channel EYE – more than 75 percent of respondents in countries classified as “free,” 84 percent in “partly free” countries, and 80 percent in countries that were “not free” said that they were “very” or “somewhat” worried about government surveillance in their countries

    2012: Siri Is a Stunner, Amazon Is Amazin’ and Security Gets Spendy – AllThingsD

    I, Cringely » Blog Archive » Cloudy judgement at BAE Systems

    Federal domain seizure raises new concerns over online censorship — Engadget – smacks of incompetence or government corruption to gain favour with the media industry

    Software

    We Need to Break the Mobile Duopoly. We Need a 3rd Mobile OS | Andreessen Horowitz – there are more than three, but there seems to be barriers to adoption

    Rumor: Skype Set To Launch A Social Network To Compete With Facebook | Social Networking Watch – this seems a bit pointless to me

    Beijing cracks down on Uber and its rival taxi-hailing apps | Quartz – interesting that Didi has been declared illegal

    WebOS Lives! (Update: And HP’s Still Making Tablets)

    Technology

    The Problem with Big Data | EE Times – nice analysis of big data. More technology related content here

    Chinese chip makers want in on bank card business | WantChinaTimes – threat for Infineon and Gemalto

    Tablets Attracting Repeat Buyers, Unemployed, Says Study – Forbes – if you have an Amazon Kindle Fire tablet you’re likely to be unemployed

    Roger McNamee’s 10 Hypotheses For Technology Investing – UPDATED EDITION

    You Think Your Credit Card Bills Are High? You Should See HP’s Debt – this is insane

    Asiajin » Cookpad’s Listing To Be Transfered To The First Section – interesting story about quality content

    The Windows 8 tablet train wreck | ExtremeTech

    Web of no web

    Why I’m not impressed with your smart device | VentureBeat – interesting take on CES

    Dimensions – Adventures in the Multiverse – interesting web of no web game that melds computer imagery with the real world for game play

    Wireless

    Liveblog: Xiaomi Explains Itself To Silicon Valley | TechCrunch – contextual aspects of the OS is really interesting

    Qualcomm Cuts Outlook, Warning Its Snapdragon 810 Dropped From a Flagship Device | Re/code – likely Samsung Galaxy S6

    Huawei Bets Americans Will Want Contract-Free Phones – WSJ – I guess they are struggling to get carrier deals, is the new burner phone a smartphone and is the FCC holding up approval on HiSilicon-powered smartphones?

    How AT&T fumbled $39 billion bid to acquire T-Mobile – The Washington Post – they were scared about losing jobs in a presidential election year. More wireless related stories here.

    How many iPhones are being discarded in the US? | asymco

  • Changing definition of what social means

    What social means

    This inspiration for this post about what social means came from working with business-to-business marketing clients and prospects. Its based on thinking I’ve done over the past six months or so. Based on the experience I had talking to clients and the work that I have been doing I came up with a what I’ll describe as a working hypothesis.
    Sale

    The past Cluetrain Manifesto

    For a number of years, business and consumer social marketers have taken The Cluetrain Manifesto as their talisman. What social means was defined by a series of statements or beliefs outlined in the book. The outcome was that social media marketing was seen in terms of  re-defining the relationship between stakeholders and a business. This was around a number of values including:

    • Transparency
    • Speedy response
    • Humane
    • Resp0nsiveness

    What social means now

    What social means has changed, at least in Europe. I would put part of the change down to technological capabilities influencing the philosophy around social and the fact that business-to-business are measured exclusively on sales when they are not corporate HQ. And if they are corporate HQ for a non-US domiciled company the focus is much more quarterly results-orientated, so even the corporate social accounts are expected to carry their weight in terms of delivering regular prospective customers.

    The focus has changed:

    • Brand communities and corporate reputation have given way to performance marketing
    • Influencer programmes have given way to prospect-baiting content marketing
    • Engagement has given way to CTA (call to action) and customer path to purchase
    • Building customer loyalty has given way to purchase satisfaction

    The emphasis has moved from the brand to performance marketing, even for what would be seen to be corporate communications. The fig leaf of reputation used to protect corporate PR has been torn away in social media. A secondary aspect of this is a less tangible decline in the stock of social media or community professionals at least within the business-to-business context.

    Whilst the organisations I have been dealing with are in the early stages of thinking about marketing automation, with only a few going through the costly integration process for the likes of Eloquia or Pardot – the philosophy behind them has become the defacto view.

    I spent far too long writing this post, in between starting drafting this post and pressing publish, two of the authors (David Weinberger and Doc Searls) responsible for the Cluetrain Manifesto have updated it to reflect marketing realities online which broadly touch on areas of my hypothesis and I have included a link at the bottom.

    In the words of Bill Hicks business-to-business marketers run the risk of knowing the price of everything and the value of nothing.

    More information
    The Cluetrain Manifesto
    New Clues
    #NewClues and #VRM – Watching The Watchers

  • 2015 predictions

    It’s become a bit of an annual tradition on this blog for me to put together some guesswork on what is likely to be coming down the pipe over the next 12 months so here are my 2015 predictions.

    Business

    Sony Corp. cleans house with the management teams of its US businesses. One of Sony’s start-up bets (the e-ink watch, smart locks etc) comes good. Sony will still be supported by its Japanese financial services business.

    For years IBM has charged Huawei a fortune for consulting, telling Huawei the IBM way. In 2015, I could see the student becoming the master as Huawei sells into IBM enterprise markets in the developing world and possibly Europe.

    Shareholder activists don’t take a run at Google. Google is moving from a growth stock to value as search advertising revenue growth is declining. However the structure of Google makes life very difficult for the activists to gain leverage. Any activist that does take a run at Google would need to go to court to help dismantle the two-tier structure that handicaps the shareholder voting structure. That doesn’t mean that there won’t be shareholder grandstanding and public letters to the board. Google’s privacy and antitrust regulatory woes will continue to fester outside the U.S.

    As Fred Wilson over at A VC put it, the sharing economy is actually the rental economy, the digital economy equivalent of bulk breakage: breaking a larger container down to sell smaller, more manageable pieces to consumers for a profit. It’s disruption usually stems from breaking regulations: labour laws, public transportation regulations, laws governing guest house and hotels rather than innovation. It is likely to prey on the have-nots and is likely to see increased resistance. For me it is indicative of a move in founder culture, from the counterculture influenced start-ups of Apple’s era to a yuppie Patrick Bateman-like culture today. Expect more societal push-back as geeks become the new investment bankers in terms of being societal punch bags.

    IoT / wearables

    There won’t be an over-arching XML type bridge for the IoT. Battery life will limit the fantastic visions that pundit have for wearables and the internet of things.

    I would be surprised if we didn’t see some devices trying to power themselves by scrounging energy from wider electromagnetic spectrum (wi-fi networks, cellular devices, radio, TV etc).

    Consumer electronics

    We are going to continue to see baby steps towards more immersive experiences, as VR glasses slowly make progress in the marketplace. OLEDs would be an ideal application for VR glasses, particularly if they want to hold off smartphones in a frame. Content is likely to role out in a similar way to IMAX – visually stunning documentaries about space and nature alongside computer games. Content and gaming will be slow due to it being difficult to make. Storytelling in VR won’t be a problem solved in my 2015 predictions.  It will be interesting to see what James Cameron does with VR. There will also be some baby steps towards haptic feedback (think a better Nintendo PowerGlove).

    Despite The Interview, Hollywood still won’t do cinema / digital simultaneous releases, or global simultaneous releases for any content that wouldn’t have been direct to TV/video in an earlier age.

    Wireless

    The YotaPhone2 won’t get the customer base it deserves as it struggles against the superior marketing muscle of Samsung in the premium Android segment of the market.

    The Cyanogen distribution of Android won’t go anywhere fast due to its geographic exclusivity agreements with the likes of OnePlus and MicroMax cramping the style of handset manufacturers with global ambitions. This offers an opportunity for Jolla’s SailfishOS. but I suspect that my 2015 predictions will mark a high spot in diversity of smartphone brands. Instead we’re likely to see a thinning out of brands over the coming of years, slowly but surely.

    Google revamps the resources and process to get more Chinese smartphone manufacturers going through its official channels for compatibility (CTS) and have a Google Mobile Services (GMS) license. At the moment there are a number of Android handsets going into developing markets without these, which means Google is losing out on incremental licensing revenue. More wireless content here.

    Online/social

    There is a change of emphasis in business, social is no longer well, social. Businesses start to pull ‘social’ media back into business functions. An increased emphasis on paid media over earned engagement / community management and marketing automation makes social look more like electronic direct marketing.

    Asian platforms WeChat, LINE and KakaoTalk have led the way in both consumer and brand adoption. They will continue with a relatively slow international rollout. Facebook Messenger doesn’t seem to fill the same user context as these applications, is this an opportunity that a SnapChat or new player can fill?

    Things could get very interesting if WeChat or LINE professionalise their international marketing and start rolling out some of their more advanced features internationally such as integrating payments and m-commerce. They can’t do it by going alone, they would need to be good partners and deals like that take time to negotiate.

    I suspect that international e-commerce will have breakout years. Yesasia.com, Rakuten and Aliexpress have been percolating for years. Combine this with the valuation put on Asian e-commerce outfits, it would be quite easy to see how cost-conscious consumers in economically challenged Europe and the developing world may appreciate a new Amazon. Secondly, Chinese purchases of foreign goods are likely to expand further due to a rapidly developing logistics network within China, increasing international acceptance of UnionPay and a rein-in on more ostentatious tastes due to Mr Xi’s anti-corruption drive. Consumers will be looking for quality less overt luxury and premium products. Foreign travel for shopping will start to be scrutinised by the government and foreign shopping through intermediaries will become professionalised by the Rakutens of this world.

    We’re likely to see European states take a similar stance to India and China and more widely blocking sites for security considerations and media IP enforcement. Expect the UK and Australia to lead the way in terms of site censorship.

    What do you think about my 2015 predictions?

    More information
    Who is behind the e-paper FES watch? | WSJ
    Sony Qrio smart lock crowd funding page
    What Just Happened? AVC

  • SLS coupe & other things that made last week

    Interesting and funny film from Mercedes for the SLS coupe AMG. The way the businessman loses his mind trying to define luxury feels like a parody of Zen and The Art of Motorcycle Maintenance. Are the metaphysics of luxury and the metaphysics of quality the same? The SLS coupe AMG is a very impressive looking vehicle. But surely its performance is a bigger draw than its luxury, it’s ride is likely to be very firm. Especially given the AMG heritage.

    Vice put together a great documentary about a veteran tattooist in Hong Kong. His work goes back to when Hong Kong was a port of call for the merchant navy as well as the US and Royal navies.  More Hong Kong related posts here.

    I love the way Honda taps into the inner child of potential customers. With there being no truly bad cars now and green pressures, so brand and emotion becomes so much more important for car brands.  Honda has been consistently been ahead of the curve.

    PBS have animated interviews that were done with Robin Williams back in 1991, and they’re really good. Really smart and thoughtful stuff that makes you realise the huge hole that the loss of Williams made in the entertainment industry.

    TOMY’s Cocoro scanner which detects stress (and according to the maker, lies). I could see managers thinking that it would be a good idea to keep the Cocoro scanner ton their desk. Though I would keep it out of view if I were you,  as the display would be stress raising in its own right.