Category: materials | 原料 | 원료 | 原材料

Materials are as important as technology and innovation. Without access to hydrocarbons you wouldn’t just lose access to the car as transport, but the foundational products of modern life.

Added to the materials list of importance would be the likes of:

  • Lithium – current battery technology and in some alloys
  • Helium – inert atmosphere for chemical reactions and lighter than air craft including blimps, airships and weather balloons
  • Silicon – semiconductors
  • Cobalt – a key material in batteries
  • Titanium – similar applications to steel but with a higher weight to strength ratio. Also hypoallergenic in nature
  • Carbon fibre – high strength light weight materials

Rare earth metals and key materials including:

  • Dysprosium- magnets, lasers, nuclear control rods
  • Erbium – lasers, particularly in telecoms fibre optics cables and optronics
  • Europium – interest in using it to develop memory for quantum computers
  • Holmium – magnets, lasers and quantum computer memory
  • Neodymium – high strength magnets
  • Praseodymium – magnets
  • Yttrium – catalyst in some chemical processes
  • Thorium – future safer nuclear fuel source
  • Thulium – portable x-ray devices, ceramics used in microwave equipment
  • Scandium – high strength lightweight alloys
  • Ytterbium – manufacture of stainless steel, atomic clocks
  • Uranium – nuclear fuel

In addition to innovation in material science and chemistry with these raw materials. There is also the benefit of recycling and reusing existing stuff once it has finished its useful life. The Tokyo olympics of 2020 saw an unprecedented peace time effort to find precious metals in e-waste and junk that could then be processed into the winners medals.

A desire to lower the carbon footprint will require ingenuity in systems, design and materials use for it to be successful

  • 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.

  • Suncity + more stuff

    Suncity

    If you’re of a certain age, you might think that Suncity is related to Sun City in South Africa. Both are in the gambling resort businesses but I don’t think that either are connected. Sun City is part of a pan-African hotel and resort group headquartered in South Africa.

    You might even remember remember the Artists against Apartheid song.

    Suncity was associated with gambling junkets to Macau. The company is associated with Alvin Chau. Prior being sentenced to prison for 18 years, Chau was known as a philandering casino tycoon with a Malaysian-American mistress Mandy Lieu (劉碧麗).

    Suncity Holdings was a Hong Kong listed investment company with:

    • Resort business in the Philippines
    • Hotels and gaming businesses in Russia
    • Consultancy for running hotels and resorts
    • Travel Agency and air chartering services
    • Property development
    • Shopping mall management

    After Chau’s arrest, Suncity cut ties and shut down gambling rooms associated with Chau. Suncity then changed its name to LET.

    The FT alleges that Suncity is also connected with online sports gambling, with services aimed at mainland Chinese. This is illegal in China.

    The most shocking part of the FT’s video is The Gaming Commission (TGC) admitting that they didn’t want to disclose information as it would undermine trust in the ability of TGC to do its due diligence properly.

    Beauty

    Luxury Daily | Richemont launches in-house luxury beauty division 

    China

    Australia’s daigou days done? | WARC – tightening regulatory standards and alternative employment are cited as two key factors by Asia News Network. I would also add increased national pride gau chao has changed the game for Chinese domestic brands

    China Is Full of Risk For U.S. Companies – The New York Times – I consider it more analogous to a sunk cost fallacy

    FMCG

    PZ Cussons/Nigeria: delisting local unit suggests little faith in recovery | Financial Times

    How to

    PlainScribe – better transcription from audio or video files

    These 38 Reading Rules Changed My Life – RyanHoliday.net

    Luxury

    How Coach is using “expressive” luxury to connect with Gen Z | WARC – Heritage brands find themselves at a crossroads between preserving their historical roots and resonating with younger demographics. Tapping into influencer partnerships and cause-related initiatives are two ways to strengthen consumer engagement while simultaneously retaining a brand’s established culture.

    Can Tokyo Fashion Week get back on track? | Vogue Business – The Japanese event is rebuilding momentum and simmering with fresh and unique talent, but hopes for international success are hobbled by insularity and pandemic lockdown aftereffects

    S.Koreans spend on luxury rather than futureーNHK WORLD-JAPAN NEWS

    Marketing

    From Mad Men to machines? Big advertisers shift to AI | Reuters 

    Materials

    Hyundai N: Drive in Style and Power With Carbon Fiber Wheels From Dymag | Carbon Fiber Gear – carbon fibre rims bonded to magnesium alloy centrepiece

    Great manufacturing video showing 100% sports sunglasses being made. Interesting that they choose not to manufacture in China. 100% came out of the motocross scene in the US, back in the 1980s.

    Media

    REmade Retail Media News: Collaboration and margin salvation – retail media will boost margins more than AI

    Pearl TV Responds to Critics of 3.0 Encryption | TV Tech 

    Online

    AI Image Company Rebrands After 404 Media Investigation | 404 Media 

    Meta axes support for news in Europe | Financial Times 

    Social Media Decline: Ending for Twitter, Facebook, Instagram, TikTok | Business Insider – decline is a bit strong, more like behaviour has normed

    Retailing

    How dollar stores (especially Dollar General) have quietly conquered America. The documentary talks about how they’ve reduced their base costs and can work in sparse or very low income communities. If nothing else, this reminds of you of the scale in America’s mid-West.

    Security

    UK pulls back from clash with Big Tech over private messaging | Financial Times 

  • The Freshest Kids + more things

    The Freshest Kids

    The Freshest Kids tells the story of early breakdancing. My own attempts at breakdancing were very poor. My moonwalk was closer to John Hurt’s shuffle as part of his portrayal of John Merrick in The Elephant Man. Because of that I have a real appreciation of those people who can do breakdance properly. You can watch it here.

    RAYS Engineering

    I have a thing for manufacturing videos that shows how a product is made. RAYS Engineering alloy wheels are famous as providers of high quality after market wheels, particularly among fans of Japanese import vehicles. Their manufacturing process is unique. The forging process provides their wheels with superior properties to normal cast alloy wheels.

    Anjihood pop-up book

    Anjihood is the 32 square kilometre development (less than 3% the size of Hong Kong, or over 100 times bigger than Canary Wharf in London) outside Shanghai. It looks to blend the benefits of urban living with a more green environment – a 21st century analogue to the Victorian garden city concept. They commissioned Shanghai creative agency The Orangeblowfish to create a pop-up book that would convey the concepts behind Anjihood and the emotions they hope the development will evoke.

    Innovation in Japanese hospitals

    Japan is using a mix of robotics and machine learning tools to help assist staff in its hospitals cope with its aging population. NHK World goes in-depth in how a mix of commercial off the shelf solutions are being used in concert with each other.

    No to obsolescence

    Porsche Netherlands did this film to show no matter how old you’re Porsche, if they don’t have the relevant part available. They will go back to the original design drawings and remanufacture it for your vehicle.

    I am not too sure how this would hold up for electronics components which might not be able to get the relevant integrated circuits. But it’s an interesting commitment to make. In a low carbon economy, keeping existing vehicles on the road for longer is as important as a world full of Teslas.

    The Porsche 111 was first made some time in the early 1950s. Porsche only started building sports cars in 1948, but had been building tractors on and off since 1934 under the Porsche brand.

  • Gatekeeping + more things

    Gatekeeping

    I wish gatekeeping was a thing back in 2005 and 2006 when I was working on the international launch of Yahoo! Answers. The problem that we had was getting people to contribute answers to questions. Gatekeeping and the exhortation to not gate keep is about sharing knowledge and opinions freely – an in real life version of what we saw in early social publishing. Ironically gatekeeping stands in sharp contrast to oversharing as a social faux pas. The kind of knowledge that concerns about gatekeeping is particularly opposed to is opinion based knowledge or NORA.

    Now ‘your jam’ is no longer your jam, but instead offered up to be other people’s jam instead. Your individuality ready to be cloned at a moments notice. Will everything descend to being ‘basic’ or mainstream? Does it disincentivise possessing good taste?

    gatekeeper

    What the Internet’s Use of ‘Gatekeeping’ Says About PowerThe rise of “Don’t gatekeep” has reframed keeping things to yourself as a selfish act. But not everything is for everyone! And sometimes the act of sharing does more harm than good. I’m thinking of how Anthony Bourdain felt conflicted about sending droves of tourists to mom-and-pop restaurants. I’m thinking of gentrification and what happens when certain neighborhoods are positioned as hidden gems.

    Beauty

    Why Groupe L’Occitane may delist from the Hong Kong stock exchange | Vogue Business

    Consumer behaviour

    My Generation, by Justin E. H. Smith – captures a sense of now rather than a generation

    Economics

    Study Times op-ed shoots down new policy options | Pekingologytranslation from an article from the Study Times. Comments on infrastructure are particularly instructive in terms of the view point that they reflect: To debunk views such as “infrastructure overcapacity is wasteful,” “promoting infrastructure equates to taking the old path that’s inconsistent with high-quality development,” and “limited space,” it’s crucial to fully understand the role of infrastructure investment from a holistic perspective of national economic development. Infrastructure investment doesn’t only interact with the expansion of aggregate demand to stabilize economic operations, but also enhances macroeconomic efficiency, improves people’s living standards, and robustly supports high-quality development. Overall, there’s no issue of excessive infrastructure. On the contrary, there are areas that hinder the efficiency of the national economy and the improvement of people’s living standards. China’s per capita infrastructure capital stock only accounts for 20% to 30% of the developed countries, and public facility investments per rural resident are only about a fifth of an urban dweller, indicating potential for investment

    New analysis reveals how Porsche-VW ‘short squeeze’ distorted the stock market | The University of Kansas 

    Energy

    US airlines ally with farmers to seek subsidies for corn as jet fuel | Financial Times 

    FMCG

    Reckitt Benckiser: too many sterile quarters leave share price flat | Financial Times 

    McDonald’s Hong Kong and Kevin Poon “Coach McNugget Art World” Exhibition | Hypebeast – via Ian at Deft. This was to celebrate 40 years of the McNugget. McDonald’s have always done some smart cultural marketing work in Hong Kong (such as an McDonalds Big Mac themed issue of Milk magazine). Hong Kong seems like a natural home for these things, I remember activating a Coke Zero x Neighborhood collab while there.) But it isn’t only a Hong Kong thing, McDonalds has done some strong cultural marketing internationally as well: from the Cactus Jack happy meal to a bounty programme for rappers that namedropped McDonalds on their mixtape over the years. As my friend Ian observed this is at odds with their current UK positioning ‘ McDonalds is the perfect place for estranged parents to meet their kids for awkward conversations’. The implication in that McDonalds restaurants are a lower rent third space (than Starbucks or Costa) positioning. I have welcomed their value-priced coffee and breakfasts at the end of an all-nighter on a pitch or a long drive. But the UK’s the third space aspect loses all the joy that McDonalds manages to imbue in their children experiences – the treat, the birthday party, the expectation of picking up a much wanted toy in a happy meal. The child to adult disconnect in the experience is something cultural marketing like this can help bridge if done in the UK.

    Gadgets

    US Feature Phone Market Stages Comeback as Gen Z, Millennials Advocate Digital Detox | Counterpoint Research – the reasons are more diffuse than this article is letting on. People like my parents are being forced to get new feature phones by network upgrades. Some people can’t use a smartphone and then there is the digital detox brigade which spans generations, people who need tough phones AND people still needing second phones

    Germany

    TSMC’s New Fab in Germany – by Jon Y – focus around automotive just has Germany has been caught on the wrong side of the move to electric cars

    Chinese responses to Germany’s China strategy: Attack abroad, assuage at home | Merics

    Health

    Unravelling the Link Between Socioeconomic Status and Obesity | INSEAD Knowledge

    Hong Kong

    Hong Kong’s corporate lawyers test boundaries as Beijing’s influence grows | Financial Times – legal practitioners, including corporate lawyers, are concerned the broadening scope of a sweeping national security law could jeopardise the independence of the city’s legal system, a legacy of British administration, as Beijing tightens its grip. “There is general concern . . . that people are not fully understanding where the boundaries lie,” said a senior corporate lawyer with a global firm who has worked in Hong Kong for more than two decades

    The Great Dilution: Hong Kong’s Changing Population Mix | Asian Sentinel

    Hong Kong delays Jimmy Lai trial as police question woman linked to exiled lawmaker | Radio Free Asia

    Innovation

    FDA Largely to Blame for Physicians’ Misperceptions on Nicotine | RealClearPolicy

    Materials

    DARPA looks to monetise the Moon | EE Times 

    Media

    Artificial Intelligence Lawsuit: AI-Generated Art Not Copyrightable – The Hollywood Reporter

    Online

    What is dark social and why does it matter for your brand? – New Digital Age 

    ICANN warns UN may sideline techies from internet governace • The Register – move towards China’s vision of cyber-sovereignty

    Retailing

    Small retailers and fans step in as Nike refuses to make replica Mary Earps shirt | England women’s football team | The Guardian 

    Security

    US nuclear submarine weak spot in bubble trail: Chinese scientists | South China Morning Post

    New Supply Chain Attack Hit Close to 100 Victims—and Clues Point to China | WIRED and Dark Reading’s take: Chinese APT Targets Hong Kong in Supply Chain Attack 

    Daring Fireball: ‘Changes to U.K. Surveillance Regime May Violate International Law’As I see it, the most likely outcome is that the U.K. passes the law, thinking that the grave concerns conveyed to them by the messaging services are overblown. That the platform providers are saying they can’t comply but they really just mean they don’t want to comply because it’s just difficult, not impossible. And when it becomes law, the platforms will hand it off to the nerds, the nerds will nerd harder, and boom, the platforms will fall into compliance with this law. That’s what they think will happen. What will actually happen, I believe, is that E2EE messaging platforms like WhatsApp (overwhelmingly popular in the U.K.), Signal, and iMessage will stop working and be pulled from app stores in the U.K., full stop. The U.K. seems to think it’s a bluff; I don’t

    Singapore

    Money Laundering Bust Puts Foreign Wealth in Singapore on Notice | Asia Sentinel – if that occurred at the behest of the China then we’re likely to see flight overseas from Singapore. It’s also interesting that these raids have come soon after China arrested a Shanghai immigration consultant to get hold of their database of UHNWI overseas (predominantly in the US). They second question I had would be why Singapore would cooperate with China on this?

    Software

    Now is the time for grimoires – by Ethan MollickWith the rise of a new form of AI, the Large Language Model, organizations continue to think that whoever controls the data is going to win. But at least in the near future, I not only think they are wrong, but also that this approach blinds them to the most useful thing that they (and all of us), can be doing in this AI-haunted moment: creating grimoires, spellbooks full of prompts that encode expertise. The largest Large Language Models, like GPT-4, already have trained on tons of data. They “know” many things, which is why they beat Stanford Medical School students when evaluating new medical cases and Harvard students at essay writing, despite their tendency to hallucinate wrong answers. It may well be that more data is indeed widely useful — companies are training their own LLMs, and going through substantial effort to fine-tune existing models on their data based on this assumption — but we don’t actually know that, yet. In the meantime, there is something that is clearly important, and that is the prompts of experts.

    Style

    Where Streetwear and Tech Cross Paths: ASUS Vivobook X BAPE® – one of the more cynical collaborations that I have seen with streetwear brands

    Technology

    Deal to develop generative AI on quantum computer | EE Times – how will quantum computing affect a GPT type Bayesian model?

    Web of no web

    Trybals is a YouTube channel that features people from the less developed parts of Pakistan and asks their reactions about different aspects of the modern world. It’s an interesting bit of anthropology. In this episode the panel gets to try a VR experience.

  • August 2023 newsletter – the pioneer edition

    August 2023 newsletter

    The August 2023 newsletter was inspired by LinkedIn’s in-built newsletter function. It’s almost the bank holiday so I thought I would spend some time to try out the newsletter function in LinkedIn.

    Strategic outcomes

    If you’re reading this, you’re a pioneer! If this goes well I will put one out each month. You can find my regular writings here and more about me here

    Things I’ve written.

    Books that I have read.

    • Chip War by Chris Miller. You can read my full review here

    Things I have been inspired by.

    Design render
    • How left wing politics inspired Prada’s clothing designs. 
    • Encouraging empathy for people with dementia in Japan with the restaurant of mistaken orders (scoll to the end here to find out more).

    Things I have watched. 

    • Three Body Problem. Chinese adaption by Tencent Video and made available for FREE on their YouTube channel. Don’t worry it has English subtitles. This is based on the blockbuster novel The Three Body Problem by Chinese science fiction author du jour Cixin Liu. The three books in the series are all fantastic and there is soon to be a Netflix adaption as well. 
    • The Peripheral on Amazon Prime Video. An ambitious adaption of William Gibson’s novel of the same name. Amazon Studios recently cancelled the next season of this drama, which is a real shame as its one of the stand out series amongst the content on Prime Video. 
    • Un Flic and Le Samourai – the magical formula of French new wave director Jean-Pierre Melville and actor Alain Delon created some iconic crime films that inspired directors in Hollywood, Hong Kong and Japan.  

    The sales pitch.

    Available for strategic engagements in the autumn. Contact me here.

    The End.

    Congratulations, you’re reached the end of the August 2023 newsletter. Until next month: be excellent to each other. Let me know what you think or if you have any recommendations to be featured in forthcoming issues.