Category: london | 倫敦 | 런던 | ロンドン

Why London?

First of all I live in London, I put down my roots here because of work. Commuting from the outside towns into the city takes a long time. People only tend to do that when they don’t have to come in every day or getting their kids into a good school is important for them.

Secondly it is an area distinct from the rest of the UK, this is partly down to history and the current economic reality. It is distinct in terms of population make-up and economic opportunity. London has a culture that is distinct from the rest of the UK, partly due to its population make-up. Over 30 percent of the city’s inhabitants were born in another country. From music to fashion, its like a different country:

  • As one women’s clothing retailer once said on a news interview ‘The further north you go; the more skin you see’.
  • The weekend is a huge thing outside the city. By comparison, it isn’t the big deal in London. The reason was that there were things you could enjoy every night of the week.
  • You can get a good cup of coffee
  • The city was using cashless payments way before it became universal elsewhere in the country
  • The line has extended into politics. London opposed Brexit. London, like other major cities it is one of the last holdouts of Labour party support in the 2019 UK general election

London posts often appear in other categories, as it fulfils multiple categories.

If there are London subjects that you think would fit with this blog, feel free to let me know by leaving a comment in the ‘Get in touch’ section of this blog here.

  • The New Working Class

    The New Working Class by Claire Ainsley is unashamedly wonkish in nature. Ainsley comes from the left of the political establishment. She is an executive director of the Joseph Rowntree Foundation. She had previously worked for Unite and as a government advisor.

    Ainsley posits that the Labour Party is out of touch of who the working class are and what they care about. Deindustrialisaton and immigration has changed the nature of what working class means. They might have lower middle class incomes working in the services sector. Traditional blue collar roles declined to represent about 14 percent of the British population.

    Ainsley’s The New Working Class is a testimony to how out of touch policy makers and advisers with the society that they claim to represent. This also makes wonder about the usefulness, and or, the attention paid to polling and research done by political parties in the UK. The Conservatives understanding of hard-working families shows at least some understanding at a high level of who the new working class are.

    What struck me about the book is that much of the ‘new’ working class isn’t actually that new at all. The struggle to make ends meet is one that Orwell would have recognised the best part of a century earlier. The challenge of unemployment is one that haunted much of the 1970s and 1980s.

    Family is still important and while society is secular, working class communities have been more socially conservative. That doesn’t mean that they hate gays or immigrants, they take a common sense approach to fairness but they will be concerned about family. The rate of change in society and the desire for working opportunities has been more of a driver over immigration than outright racism back to the rise of Enoch Powell.

    I had thought I would gain new consumer insights in the same way that I have had in the past, reading books by like likes of American pollster Mark Penn, but this wasn’t the case with Ms Ainsley’s book. Ms Ainsley has clearly written for a different audience. Instead of the ‘new new’ insight, her work is a 101 guide for politicos to the society that the profess to live in and represent. That scared the hell out of me. More on the book here. You can find more book reviews here.

  • Foreign Correspondents Club of Japan + more stuff

    Foreign Correspondents Club of Japan

    One of the best YouTube channels that I currently subscribe to is the Foreign Correspondents Club of Japan. I used to enjoy visiting the Foreign Correspondents Club in Hong Kong. I particularly enjoyed their public talks. The Foreign Correspondents Club of Japan seems to run to a similar model as its Hong Kong counterpart. Its YouTube channel shares the regular public talks that they host by a wide range of experts. More Japan related content here.

    Ronnie Drew on the Dublin Pub

    Ronnie Drew of The Dubliners talks about the iconic nature of the Dublin pub. O’Donoghue’s was famous in Irish music and particularly famous for the short film O’Donoghue’s Opera, which Drew starred in.

    Incremental metal forming

    Additive manufacturing has managed to offer substitutes for short runs of moulded, cast or milled parts. Incremental metal forming offers a similar substitute for complex stamped parts. It’s an area that is is being currently developed. This has more potential than you would think due to the high cost and commitment to tool making needed if you wanted to use a process like progressive stamping.

    The Boy and The Heron

    The Boy and The Heron aka How do you live? is Studio Ghibli‘s latest film. I picked through the trailer with friends who are fellow Studio Ghibli fans. The Japanese movie title references a Japanese book How do you live? which features in the films universe. How do you live is a book where an Uncle documents his discussions with his nephew as the boy faces up to the challenges of childhood. In some respects How do you live? reminded of Jostein Gaarder’s Sophie’s World – in terms of feeling, if not style.

    How do you live? is as well known in Japanese circles as a children’s classic in the same way that Ursula LeGuinn’s The Wizard of Earthsea would be known to English speakers. But in English it doesn’t have the same cultural resonance, so hence the much more descriptive The Boy and The Heron. We were all relieved that the film is not a 3D CGI work like Earwig & The Witch.

    Looking at the trailer it evoked memories of other Studio Ghibli films

    I got to see the film at a special screening at London International Film Festival. But not going to share any spoilers until well after it goes on general release, save to say it’s well worth watching, but you knew that anyway.

    Create real magic

    Coca-Cola tapped into the trend for generative AI to allow consumers to remix existing advert artwork and make their own version. As far as I know Accenture was one of the main agency partners involved. This is less about the future of advertising and more about how the technology itself has become the meme, rather like all things cyber in the mid 1990s.

    A la Soledad O’Brien presenting with a Leo LePorte voiced avatar on MSNBC show The Site during 1996 and 1997.

  • The Irish race + more things

    The Irish race

    An interesting documentary from 1971 that explores the idea of ‘The Irish Race’ – it is one episode in a 10-part documentary series ‘We The Irish’. It features some of Ireland’s leading public thinkers at the time including Conor Cruise O’Brien and Seán Ó Faoláin. ‘Race’ as a term is more problematic now than back then as there were so few Irish people who weren’t white European looking as Ireland was a next exporter of people rather than welcoming inbound migrants until recent decades. Secondly, the Irish people were constantly having to establish their identity, culture, language and accomplishments in the shadow of their former colonial rulers.

    selected stories of sean o'faolain

    Ó Faoláin an internationally famous short-story writer, a key part of the Irish arts establishment and a leading commentator and critic – a role played by the likes of Fintan O’Toole today.

    The discussion about the Irish race was an essential part of decolonising the Irish identity; by emphasising Irish distinctiveness and salience rather than reinforcing racial superiority. A process that countries like Singapore and Malaysia would wrestle with in subsequent decades too.

    Tracing The Irish Race

    Ó Faoláin starts his discussion with the book Facts About Ireland that was published for over three decades by the Irish Government. The book itself is like a more in-depth version of the CIA World Fact Book profile on Ireland. It was available in souvenir shops up and down the country, my parents probably have my copy of the 1979 edition that I purchased from Salmon’s newsagent and post office in Portumna

    O’Brien was part of the Irish elite. His father was a journalist for a Republican newspaper pre-independence and he married into the political establishment of the Irish Republic. But that shouldn’t take away from his achievements in the various facets of his career by turns was an Irish diplomat, politician, writer, historian and academic.

    The series also marks a different kind of high brow factual television than we are used to seeing now.

    Beauty

    Superagers: a rare group who can teach us how to grow old gracefully | Science & Tech | EL PAÍS English – longevity will be where beauty meets health and wellness

    China

    The China 2023 series – by Noah Smith – Noahpinion – on Chinese economics

    Work dries up for US consultancies in China after national security raids | Financial Times which makes it hard to do due diligence when doing the inward investment that China wants: China sounds out foreign buyout groups over boosting inward investment | Financial Times

    The Case for a Hard Break With China | Foreign AffairsU.S. theorists and policymakers ignored the potential risks of integration with an authoritarian peer. Globalization was predicated on liberal economic standards, democratic values, and U.S. cultural norms, all of which were taken for granted by economists and the foreign policy establishment – the arguments in the article are not new, what’s interesting is that they are being run in Foreign Affairs magazine and that should worry China

    China secretly sends enough gear to Russia to equip an army – POLITICO 

    China’s new scientists | Chatham House – International Affairs Think Tank

    Culture

    Love Will Save The Day – Jed Hallam’s online radio station

    Design

    archives.design – beautiful graphic design inspiration

    TUGUCA(ツグカ)|スノーピーク * Snow Peak – Snow Peak have their own shelving system which looks amazing

    Economics

    British manufacturers’ share of EU business falls despite global trade boom | Manufacturing sector | The Guardian 

    Book Review: “The End of the World is Just the Beginning” | Noahpinion – I will write my own review once I have read the book myself. It’s currently in my to do pile

    The New York Tech Sector – AVC 

    China’s Government Offers Love, but Entrepreneurs Aren’t Buying It – The New York Times – this will kneecap their growth prospects

    Energy

    Tesla’s secret team to suppress thousands of driving range complaints | ReutersTesla years ago began exaggerating its vehicles’ potential driving distance – by rigging their range-estimating software. The company decided about a decade ago, for marketing purposes, to write algorithms for its range meter that would show drivers “rosy” projections for the distance it could travel on a full battery, according to a person familiar with an early design of the software for its in-dash readouts. Then, when the battery fell below 50% of its maximum charge, the algorithm would show drivers more realistic projections for their remaining driving range, this person said. To prevent drivers from getting stranded as their predicted range started declining more quickly, Teslas were designed with a “safety buffer,” allowing about 15 miles (24 km) of additional range even after the dash readout showed an empty battery, the source said – fundamentally dishonest

    Finance

    China’s biggest mobile payment platforms now accept VISA & Mastercard | Pekingology

    FMCG

    Six Bubble Tea Chains Plan IPOs in Bet on China Consumer Revival – BloombergFirms with fast franchise growth not allowed to list onshore. Mixue, ChaBaiDao, GoodMe among firms weighing listings. Who is to say that these businesses won’t be like Luckin Coffee? If the Chinese government won’t allow them to list at home and they don’t want to list in Hong Kong, one has to wonder about the state of these businesses

    Germany

    German deindustrialization crisis of the day – Marginal REVOLUTION 

    Health

    Case for using antidiabetic drug for anti-ageing strengthened after Hong Kong university studies genetic data from 320,000 Britons | South China Morning Post – expect this to blur the line between health and beauty or aesthetic treatments

    ‘Catastrophic’ forecast shows 9m people in England with major illnesses by 2040 | The Guardian

    A couple of things about this video. Major Australian TV network asked YouTuber ColdFusion to make this documentary. YouTubers are now competing against TV production houses for production briefs. Secondly, the video offers a positive take on how machine learning may impact healthcare.

    Hong Kong

    Charged with one crime, convicted of another: how one baffling rioting conviction exposes Hong Kong’s broken courts – is it wrong, yes. Is a break from common law? I am less sure, just because a court procedure is unusual, such as inviting the prosecution to submit a new charge instead isn’t necessarily a breach. What it does mean is that all litigants need to be wary of going to court in Hong Kong given how unorthodox practices are likely to spread.

    60 Minutes Australia on Hong Kong’s awards for capturing dissidents.

    Hong Kong’s Hard Line Against ‘Soft Resistance’ | Asia Sentinel – Hong Kong’s analogue of the mainland’s historical nihilism. And concern about ‘soft resistance’ abroad: Has ‘soft resistance’ spread to the UK? | Big Lychee, Various Sectors

    Innovation

    EssilorLuxottica to move into hearing aids after buying Israeli start-up | Financial Times

    Japan

    Manga is the Rock ‘n’ Roll of Gen Z – on Shonen Jump magazine

    London

    How to find Britain’s stolen Rolexes? Bring in the flying squad | The Sunday Times – London is taking a reputation hit due to high crime level against travellers and the more wealthy. It will affect the travel and hospitality sectors, auctions, luxury retail and even

    JustoffJunction.co.uk – genius app for planning British motorway travel, the reason why you would care would be the inflated prices at motorway services stops

    Luxury

    Gucci Joins Forces With Christie’s To Disrupt the Art and Fashion Market Through Generative AI – Jing Culture & Crypto – generative AI displaces metaverse as Kering’s technology trend du jour

    Security

    The pushback against industrial policy has begun – Noah Smith rebuts The Economist’s recent article against reindustrialisaton of the west.

    Thales/Imperva: cyber security deal boosts defence group’s best division | Financial Times

    Software

    Transformers: the Google scientists who pioneered an AI revolution | Financial Times

    ‘A certain danger lurks there’: how the inventor of the first chatbot turned against AI | Artificial intelligence (AI) | The Guardian 

    Taiwan

    How China’s military is slowly squeezing Taiwan | Financial Times – great read

    Technology

    TSMC sees headwinds, flips to 10 percent decline forecast | EE News Europe 

    Samsung reportedly investing in R&D for 3D stacking GAA technology

  • Soccer team acquisitions

    One of the biggest things that have impacted many British people has been overseas money that has resulted in soccer team acquisitions. There is a certain irony in someone like myself who isn’t that emotionally invested in sport writing about the impact of soccer team acquisions – but maybe my view from the outside in may get somewhere closer to the truth.

    I worked on lacrosse brand Warrior’s foray into soccer and helped relaunch the New Balance offering in football. (It had previously made football boots in the 1980s and had English football team captain Bryan Robson as their spokesperson.)

    I have visited major football stadiums in Ireland, the UK and Spain – but still don’t have an emotional connection to the game.

    Changing landscape

    Over my life I have seen football change as a pass time. Football was a decidedly working class sport with concrete floors on terraced stands with railings to lean on, clubs could pack in their fan base to watch a game standing up.

    Roy of the Rovers

    The sport was lionised in comics, notably football player Roy Race aka Roy of The Rovers, which ran from 1954 – 1993. It has been rebooted a couple of times, most recently by Rebellion, publisher of 2000AD and Judge Dredd.

    https://flic.kr/p/2oHEYiX
    Roy of the Rovers from 1977

    It is no coincidence that most of the UK’s most prestigious clubs were in historic large working class population centres: Liverpool, Manchester, Nottingham, Leeds and Leicester.

    John Moores to Delia Smith

    For working class entrepreneurs, soccer team acquisitions and team ownership were a way of demonstrating their position at the acme of their community. John Moores – the scion of the Moores family who founded the Littlewoods empire based on the working class love of betting on football match outcomes. Moores then went on to set up a mail order retail company also called Littlewoods, which mixed a wide product range with payment by instalments.

    From mail order Moores rolled out a network of value orientated department stores that catered to working class communities. To give you an idea of how ubiquitous Littlewoods was, everyone I knew at school had school shirts, trousers, jumpers and blazers from Littlewoods.

    In 1960, Moores become a director and then sealed his place in Liverpool society by becoming chairman of Everton Football Club. From this achievement he became a freeman of the city of Liverpool in 1980 and received a knighthood ten years later.

    Delia ovelooks my trifle creation
    via Wendy House

    Delia Smith is as famous in the UK for her cookery as she is for her ownership of Norwich City Football Club. A school leaver without qualifications, Smith built up a reputation for cooking after the austerity of the post-war years when cooking had no longer been passed down from mother to daughter due to food rationing. This eventually garnered being published in newspapers and magazines, her own TV series, books, a sponsorship deal with Sainsbury’s and an online cooking portal.

    Smith and her husband were not from Norwich, but had chosen to make their home there. They cemented their place in the community when Smith bought into the club in 1996, where she has a reputation as an impassioned owner.

    “This is a message for possibly the best supporters in the world. We need a 12th man. Where are you? Where are you?”

    Delia Smith broadcast on BBC Radio Norfolk during a match against Manchester City

    Smith like Moores was never going to make a fortune from football.

    Football is our religion

    In their push for viewer subscriptions, British satellite pay TV provider Sky Sports ran an anthem advert that got to the core of the British relationships with their football team.

    In the advert, actor Sean Bean reads a manifesto written by Leeds United fan, who also wrote, directed and produced the film.

    Life

    It can be difficult

    You know that

    We all need someone to rely on

    Someone who’s going to be there

    Someone who’s going to make you feel like you belong

    Someone constant

    It’s ectasy, anguish, joy and despair
    Part of our history
    Part of our country
    And it will be part of our future
    It’s theatre, art, war and love
    It should be predictable … but never is
    It’s a feeling that can’t be explained but we spend our lives explaining it
    It’s our religion
    We do not apologise for it
    We do not deny it
    They’re our team, our family and our life.

    Barry Skolnick

    If the football match is their service, then the football stadium is their church and their bible is the history of teams and and their gospel chapters individual player biographies. In Britain weddings, funerals and baptisms may happen in a church – but that’s about the limit of religious activities for many people.

    Catalysts

    Catalysts were in place for new types of soccer team acquisitions.

    How to become a millionaire?

    The perceived wisdom about owning a football team was encapsulated in a British joke:

    How to become a millionaire? Be a billionaire and then buy yourself a football team

    But that isn’t always the case. In America there was a class of investors who realised that owning sports teams with substantial media rights didn’t give regular dividends but did offer the opportunity of a big payout when exiting and selling the business on. People like the Glaser family and their experience with the Tampa Bay Buccaneers took their expertise to English Premier League football. Acquiring undervalued teams, maximising the value and selling them on. This hasn’t been without controversy with fans being openly hostile to the owners.

    A new type of British entrepreneur tried the same thing, the exemplar being Mike Ashley at Newcastle United.

    Hot media property

    Remember when I said about owning substantial media rights? The media rights themselves were a catalyst to changing the business and driving soccer team acquisitions. 1991 was a seminal year in English football with the founding of the Premier League. It was a break top flight football needed. At the time stadiums were in need of refurbishment and fans facilities were in a poor state. There were security issues at matches due to organised crowd violence. The English were only recently allowed back into European inter-league competitions after bans due to hooliganism.

    The Premier League allowed clubs to tap into funds to help rebuild stadiums and make nicer facilities. Knock on effects of this included a pivot towards middle class customers and corporate entertainment which affected the atmosphere in the stadiums, but made the matches more media friendly. This meant football clubs became more brand friendly and opened new commercial doors for sponsorships.

    The world is watching

    The rise of the Premier League also saw the rise of international media rights. Matches were broadcast around the world. Clubs suddenly found that they had a fan base half way around the world. English football tended to be more exciting to watch due to its playing style versus European clubs. It also attracted sports betting. One of the things that most surprised me travelling in Asia was running into fans not only of Liverpool or Manchester United but also lower profile clubs like Blackburn.

    The renovation of stadiums meant that clubs were ready for tourism and their merchandise sold around the world. A Manchester United football shirt appeared in even more cities than an ‘Irish’ pub. The clubs became global brands, which attracted the interest of American investors who realised the opportunity that English soccer clubs offered.

    Second wave buyers

    Skilful investors in English clubs don’t make money in soccer team acquisitions and running the clubs, but in selling their team. The next tranche of investors to shake up English football were foreigners resident in the UK and looking to enmesh themselves in British society some of them like Alexander Lebedev managed to buy the Evening Standard newspaper, which instantly gave him influence. However there are more opportunities to own a top flight football team due to media consolidation, AND, you probably have more chance of making more money on exiting the investment.

    Roman Abramovich

    Roman Abramovich - Chelsea - Sheraton Porto - 22/02/07

    The exemplar for this second wave would be Russian business man Roman Abramovich who had made is money in the post-Soviet era from energy and aluminium processing. He went on to buy Chelsea Football Club, one of the most high profile soccer team acquisitions of the early 2000s, if not the past quarter century. Under his ownership the club went under the kind of development that American owners had looked to achieve, but on a world stage. His ability to spend also distorted the transfer market for football players.

    By the end of the decade, a Europe wide set of regulations were brought into effect to try and reduce the distortion that second wave buyers and their soccer team acquisitions could bring to club competition called the UEFA Financial Fair Play Regulations.

    Even as a high profile member of British society, Chelsea couldn’t provide the shield that Mr Abramovich needed to stave off suspension of his tier one visa allowing entry at will to the UK in 2018. It also didn’t stop the sanctions deployed against him, amongst other Kremlin-connected business people after the 2022 invasion of Ukraine.

    Third wave of soccer team acquisitions

    The third wave of soccer team acquisitions are from Gulf Cooperation Council member states:

    • Bahrain – Bahrain is unlikely to be doing any large soccer team acquisitions, though it has bought into second tier side Paris FC. It is a regional tourist destination for people in the Middle East and has built up a finance services sector that has a regional footprint. However it has relied on financial help from the Kingdom of Saudi Arabia
    • Kingdom of Saudi Arabia
    • Kuwait
    • Oman
    • Qatar

    Their motivations are multi-pronged in nature:

    • Diversification of national wealth out of extracting oil and gas into assets that will continue to deliver returns after the oil runs out. In this respect they are no different to the sovereign funds of countries like Norway or Singapore
    • Media ambitions, Qatar already hosts the main service provider showing life professional football across the Middle East. Soccer team acquisitions could be thought of as vertical integration. For other countries, it could be seen as hedging against Qatar’s sports media hegemony
    • Increasing their soft power to improve their security status. This is also why Qatar hosted FIFA World Cup in 2022
    • Societal influence. The House of Saud have been the guardians of some of Islam’s holiest sites for about a century. Now they are the guardians of St James’ Park through their majority ownership via the Saudi government Public Investment Fund. This may give them a contingent to draw upon during difficult times in their relationship with the UK, particularly as Saudi oil becomes less important as an energy source. (Saudi oil will still be important as a chemical feedstock for every aspect of modern life including Tesla batteries, but hydrogen and electric power via alternative energy sources will reduce the impact of an oil embargo considerably.)

    The outlier

    Ryan Reynolds purchase of Wrexham is an anomaly. Soccer team acquisitions to build a media juggernaut are hard to do and Reynolds has shown he is uniquely creative with Aviation Vodka and Mint Mobile. He has managed to create a media property out of a lower league football team and bring pride back to a small North Wales town that hasn’t had much going for it since I was a child.

    The club was community owned and has had a modest 2 million pounds invested in it since 2011. But it made great reality television in a healthy way. How long the halo of Hollywood lasts is a bigger question, but any attention given to the former steel making and coal mining town has got to be welcome.

  • North America semiconductor corridor + more stuff

    North America semiconductor corridor

    The North America semiconductor corridor looks at Mexico, the US and Canada as a potential production capacity eco-system for the semiconductor industry. The North America semiconductor corridor is framed in terms of increasing resilience in security. At the moment the semiconductor industry for reasons of cost and supply chain ecosystem is focused on the US Pacific coast and Asian countries from Singapore to Korea that face on to the Pacific.

    In the North America semiconductor corridor also has a political advantage bringing back more high value jobs across Canada, the US and Mexico. There are considerable challenges to the North American semiconductor corridor from talent to energy and water requirements. The US CHIPS and Science Act has looked to catalyse some of the change required.

    Ancient monuments to the dead

    The summer solstice on Wednesday reminded me of Ireland’s stone monuments. Some like Newgrange have a calendar type element, but most of them are solely monuments to the dead. The megaliths continue to guard their secrets well despite the educated deductive reasoning of archaeologists.

    Wilkie Collins radio dramas

    Wilkie Collins along with Arthur Conan Doyle invented what we now know as the detective genre. This stream of Wilkie Collins dramas is better than modern productions on BBC Radio 4.

    Technics SL-DZ1200

    Techmoan did a review of the Technics SL-DZ1200. I am a big fan of the DZ1200 over Pioneer’s CDJ devices and they did a good rundown of the device. Hopefully, the DZ1200 will come back in a new and improved form if Technics relaunch of the SL-1200 is sufficiently successful?

    Microsoft Auto PC

    Auto PC

    Back when I worked agency side on Microsoft I never heard about the Microsoft Auto PC experiment which seems to be Microsoft’s abortive move into in-car entertainment and information systems. This seems to be alongside the more successful personal digital assistant and nascent smartphones. It’s fascinating to see technologies like voice recognition, iRDA, compact flash (but not as a music media) and USB being incorporated because these capabilities were being put into future PDA and smartphone products.

    CES launch

    It was launched at CES in 1998 according to the Microsoft corporate website. It’s interesting, I still have similar problems with voice recognition.

    Directions

    The rudimentary directions software was similar to the turn-by-turn direction print outs that I ordered from The AA Route Planner service. during the mid-to-late 1990s for long journeys – but on your stereo screen. A similar approach was also taken by Palm app Vindigo for pedestrians about the same time. Disclosure: I worked agency side on the launch of the Vindigo London guide alongside the work I was doing on Palm PDAs at the time.

    (The AA Route Planner service still exists, but it is now online rather than something you ordered over the phone and received via the mail. However you can still print out turn-by-turn directions. It’s also likely to not send you on some of the interesting routes that modern navigation apps seem to manage.)

    Clarion

    I feel sorry for Clarion who were Microsoft’s only hardware partner. Clarion is now owned by Faurecia SE, a French headquartered auto parts manufacturer with Chinese car manufacturer DongFeng Motor Corporation who were the local partner to Peugeot, Nissan and Honda’s efforts in the Chinese market as a key minority shareholder.