Ged Carroll

Category: media | 媒體 | 미디어 | メディア

It makes sense to start this category with warning. Marshall McLuhan was most famous for his insight – The medium is the message: it isn’t just the content of a media which matters, but the medium itself which most meaningfully changes the ways humans operate.

But McLuhan wasn’t an advocate of it, he saw dangers beneath the surface as this quote from his participation in the 1976 Canadian Forum shows.

“The violence that all electric media inflict in their users is that they are instantly invaded and deprived of their physical bodies and are merged in a network of extensions of their own nervous systems. As if this were not sufficient violence or invasion of individual rights, the elimination of the physical bodies of the electric media users also deprives them of the means of relating the program experience of their private, individual selves, even as instant involvement suppresses private identity. The loss of individual and personal meaning via the electronic media ensures a corresponding and reciprocal violence from those so deprived of their identities; for violence, whether spiritual or physical, is a quest for identity and the meaningful. The less identity, the more violence.”

McLuhan was concerned with the mass media, in particular the effect of television on society. Yet the content is atemporal. I am sure the warning would have fitted in with rock and roll singles during the 1950s or social media platforms today.

I am concerned not only changes in platforms and consumer behaviour but the interaction of those platforms with societal structures.

  • Amazon returns + more things

    Hidden cameras and secret trackers reveal where Amazon returns end up | CBC News – interesting aspect of Amazon’s business model. It does make me wonder how much of a drag is returns on Amazon’s business? Retail returns are usually running at 10 percent of products bought. With e-tailing; this rate is thought to be as high as 40 percent according to the programme. That sounds like an extremely high rate of returns. Back when I was in college 25 percent was quoted as a returns rate for catalogue businesses.

    Inside Palantir, Silicon Valley’s Most Secretive Unicorn – “Where you get into trouble is when the software gets so complicated that you have to send people in to manage it,” said one former CIA official who is complimentary of Palantir. “The moment you introduce an expensive IT engineer into the process, you’ve cut your profits.” Palantir, it turns out, has run headlong into the problem plaguing many tech firms engaged in the quest for total information awareness: Real-world data is often too messy and complex for computers to translate without lots of help from humans – to be fair enterprise software companies have always sold a good deal of smoke and mirrors in terms of over-exaggerated claims – sounds a lot like IBM’s Watson in this respect

    Apple’s New 5G IPhones May Be Left on the Shelf | Yahoo! Finance – 5G lacks a killer app for consumers

    Exposure to TV ads up 15% during height of lockdown – Even children were watching more broadcast TV and exposed to a greater volume of advertising in the weeks following the lockdown in March.

    Alibaba Group – investors day presentations – some interesting insight into Chinese e-tailing, retailing and internationalisation of these models

    Blockbuster Chinese games said to boycott Huawei and Xiaomi app stores over revenue tax | South China Morning Post – two Chinese gaming startups, Lilith Games and miHoYo, said they won’t sell their would-be autumn hits via app stores pre-installed on smartphones made by Huawei and Xiaomi. Instead, they’ve opted for stores charging smaller fees or none at all—including Apple’s App Store, which levies the same 30% charge in China as it does everywhere else. While the duo didn’t say outright they were unhappy about the 50% rule set by the Chinese Android stores, many gamers and developers see them as the good guys stepping up against tech’s behemoths

    How to Monitor Facebook Pages – Meltwater Help Center – now allows users to monitor Facebook pages that they’re in charge of. The limit is 50 specific Facebook pages. It pulls out the Facebook analytics data into a Meltwater interface

    European Semiconductor Sales Drop, Global Sales Rise – EE Times Europe – not surprising given the disruptions to manufacturing

    Google Chrome remains China’s most popular web browser, even with Google search and other apps blocked | South China Morning Post – consumer backlash against some domestic browsers can be attributed to their aggressive user acquisition tactics, such as being deliberately difficult to uninstall. But he said that a shift in consumer tastes might also play a role. When Chinese internet companies first started designing websites and applications in the late 90s, the minimalist aesthetic was unpopular, he said a friend told him at the time. “Chinese consumers wanted stores where all the merchandise was crammed onto the shelves at maximum capacity, with narrow aisles where people were just bumping into one another,” he said. “It felt like plenitude.” “Those early design preferences endured for a surprisingly long time online, and I think there’s still a much higher tolerance for it than we’d see in the US or other Western countries,” he added. “I think as consumers get more sophisticated, though, they’re looking for a retail experience that doesn’t feel like a fire sale all the time.”

    Opinion: How Can Luxury Brands Successfully Price In The Post-COVID World? – In these challenging times of lockdowns and demand contraction, luxury brands have increased – even more than usual – the prices of their bestselling products to offset part of the compression of margins due to the pandemic. Take for instance, Chanel which earlier this year confirmed it had brought the prices up of its iconic handbags (11.12, 2.55, Boy, Gabrielle) ranging between 5 and 17 percent in euros and Louis Vuitton which also raised the prices of some of its products in March and May. It is not a surprise that brands like Chanel, Louis Vuitton, Hermès and Dior, whose handbags are products that are considered iconic and perceived by consumers as investment pieces, can be more bold in increasing prices to protect their margin. But not all companies have such strong brand positioning and therefore cannot raise their prices so easily.

    Bulgari CEO Jean-Christophe Babin: “Millennials Don’t Want Formal Luxury.” | Luxury Society – I suspect that this is across age cohorts but the blend of streetwear and luxury is a key sign of it

    Is online advertising subprime? Contagious – interesting thought experiment

    South Korean Activists Accuse China of Using Huawei to Hack Their Election | Daily Beast – of course Samsung is looking to pick up 5G smartphone and infrastructure sales from Huawei….

    New info about Facebook-Instagram deal delays antitrust report: source | CNBC – it will be interesting to see what comes out

    Axios China – Top German official hushed up report on China’s influence – not terribly surprising when you read books like Hidden Hand. More China related posts here.

    The end of the American internet — Benedict Evans – more precisely. The end of Americans being the dominant users and culture on the internet

    Brussels drafts rules to force Big Tech to share data | Financial Times – grab the popcorn

    State of AI Report 2020 – interesting report on the hype

    The great uncoupling: one supply chain for China, one for everywhere else | Financial Times – Untangling supply chains that have built up over a generation is a complex and difficult task and the multinational companies which sell into the Chinese market will stay and even expand. But if companies that once used the mainland to make goods for export do decide to depart in significant numbers, it will represent a major reversal of five decades of economic integration between the US and China

  • Antitrust investigation into Google + more

    Exclusive: China preparing an antitrust investigation into Google – sources | Reuters – it would be interesting to see how a Chinese antitrust investigation into Google would play out. I could understand an antitrust investigation being put on the table of the politburo, I am less sure how it would work. Chinese companies need Google advertising, whereas Google is shut out of the Chinese market already. Google could turn around and tell them to do one; it would lose one R&D centre. A bigger issue might be the forced rejigging of its Google Home | Nest product supply chain. I suspect an antitrust investigation into Google is more likely to happen in the US than China

    Behind China’s Decade of European Deals, State Investors Evade Notice – WSJ – the EU needs to wise up

    Are Luxury Brands Losing The Battle Against Alibaba’s Counterfeiters? | Jing Daily – of course Alibaba can’t be trusted (and neither can Amazon)

    The perils of life in Beijing’s backyard | Financial Times – while it is all too easy to stereotype China and its companies as pantomime villains, Hiebert is skilled at teasing out the nuances and ambiguities, including local elites who have welcomed Chinese money, sometimes under corrupt circumstances. For south-east Asian countries, Beijing has proved a more predictable partner than the US, continuing business as usual with Myanmar when it faced isolation under its former military dictatorship, then more recently when it faced international condemnation for the military crackdown on the Rohingya. Beijing continued military sales to Thailand after the most recent coup in 2014

    American Engagement Advocates Sold a Dream of Changing China – efforts to downplay the missionary impulse of engagement with China amount to historical gaslighting, an attempt to retcon the record to conceal the extent of failure. During the Cold War, American leaders justified engagement with China as reining in China’s revolutionary foreign policy, establishing a stable bilateral relationship, and countering the Soviet threat—all reasonable goals. But for the first 20 years of the post-Cold War era, American leaders, backed by their advisors and strategists, unambiguously sold engagement with China on the basis of fostering a democratic and responsible government in Beijing

    Daring Fireball: Apple Is Removing Feed Readers From Chinese App Store – this doesn’t surprise me in the least. I used to use an RSS reader app when I would go to China. It’s interesting that RSS is now undergoing that much of a focus in China though as the audience will be distinctly niche. More on my RSS adventures in China here.

    When coffee makers are demanding a ransom, you know IoT is screwed | Ars Technica – Security problems with Smarter products first came to light in 2015, when researchers at London-based security firm Pen Test partners found that they could recover a Wi-Fi encryption key used in the first version of the Smarter iKettle. The same researchers found that version 2 of the iKettle and the then-current version of the Smarter coffee maker had additional problems, including no firmware signing and no trusted enclave inside the ESP8266, the chipset that formed the brains of the devices. The result: the researchers showed a hacker could probably replace the factory firmware with a malicious one. The researcher EvilSocket also performed a complete reverse engineering of the device protocol, allowing remote control of the device. Two years ago, Smarter released the iKettle version 3 and the Coffee Maker version 2, said Ken Munro, a researcher who worked for Pen Test Partners at the time. The updated products used a new chipset that fixed the problems. He said that Smarter never issued a CVE vulnerability designation, and it didn’t publicly warn customers not to use the old one. Data from the Wigle network search engine shows the older coffee makers are still in use – the bit I don’t understand is why you would need these appliances connected to the internet in the first place

    Apple vs Epic may go to jury; Google finally speaks on Fortnite ban – While Judge Rogers merely upheld her previous position, and didn’t dismiss Epic’s case outright, she was very obviously skeptical of their claims. Actually, that might be an understatement — she outright said that Epic lied, and, regarding the separate payment apparatus Epic insists on calling a “hotfix,” she said, “Lots of people use hotfixes. That’s not the issue. The issue is that you were told, and you knew explicitly because of your contractual relations, that you could not have that, and you did. It’s really pretty simple.” She was also rather unimpressed with Epic’s repeated claims that they were being denied access to large market of gamers who play Fortnite only on iOS, saying there are many other avenues through which those players can access the game.”

    Ai Weiwei: ‘Too late’ to curb China’s global influence – BBC News – “The West should really have worried about China decades ago. Now it’s already a bit too late, because the West has built its strong system in China and to simply cut it off, it will hurt deeply. That’s why China is very arrogant.”

    China’s Leaders Can’t Be Trusted by Chris Patten – Project Syndicate – interesting read. It gives you a sense of the uphill battle China now faces with political elites

    China under Xi Jinping feels increasingly like North Korea – The Washington Post – across China, it has become extremely difficult to have conversations with ordinary folk. People are afraid to speak at all, critically or otherwise. Students and professors, supermarket workers and taxi drivers, parents and motorists have all waved me away this year

    Wong Kar-wai is back making films: here are some of his best | Dazed – great summary of Wong Kar-wai’s work

    Fashion brands design ‘waist-up’ clothing for video calls – BBC News – this makes a lot of sense

  • Rival device makers on Amazon + more

    Amazon Restricts How Rival Device Makers Buy Ads on Its Site – WSJ – interesting that his is confirmed by both according to Amazon employees and executives at rival companies and advertising firms. Would rival device makers have an antitrust case? It would be harder for Amazon to argue that it doesn’t have a monopoly position in retail. More on Amazon here.

    China’s Sina Agrees to Go Private in Deal Valued at $2.6 Billion – Bloomberg – will probably list on a home stock market like Shanghai, Shenzhen or Hong Kong

    Oxford moves to protect students from China’s Hong Kong security law | The Guardian – one can see this is a direct reaction to Hong Kong’s national security law and also as a reaction to Chinese influence operations on campuses across the western world

    Will The Chinese-Owned French Luxury Brand Baccarat Survive? | Jing Daily – combination of bad management and circumstances. It is interesting that the owner Coco Chu has disappeared

    Mark Riston: It’s time for ‘share of search’ to replace ‘share of voice’ – Peckham’s Formula posits that when you launch a brand you should set its advertising budget based on your desired share of market. Specifically, your initial share of voice should be 1.5 times the desired market share you want to achieve by the end of the brand’s second year.

    Older People Have Become Younger – Neuroscience News – in terms of their mental faculties

    Netflix called out for “Three-Body” author Liu Cixin’s Xinjiang remark — Quartz – Mulan seems to have become a verb in US media in a similar way to ‘it’s all gone Pete Tong’ in late 1980s vernacular English. Although originally ‘gone Pete Tong’ meant that something had gone commercial and mainstream – in effect a sellout, which was a bad thing in the 1990s, when credibility was everything. Netflix might be able to see dramas into China a la the BBC and Sherlock; but I can’t see it being allowed to be a platform. China already has QQVideo iQiyi and PPTV

  • Things that caught my eye this week

    Frank Herbert was interviewed in 1965 about the origins of Dune. He started researching an article on the control of sand dunes. He makes the fluid mechanics of sand dunes sound fascinating. That was the start point for him creating a science fiction epic. In the interview he covers a wide range of issues including environmentalism, colonialism and philosophy. He also talks about his process of working through is copy as an oral product that happened to be in books.

    Herbert is very self aware of his own writing and analytical in his process. He is also critical of people recording, rather than experiencing events. This was fascinating to read some four decades before Instagram culture.

    Here is a later talk at UCLA from 1985 with Frank Herbert as a bonus.

    Palace the streetwear brand have collaborated with the Happy Mondays for a capsule collection. It’s interesting to see Shaun Ryder and Bez still inspiring and being relevant some 25 years after the peak of their cultural relevance. More streetwear related content here.

    https://vimeo.com/457691937

    COVID comes to Sesame Street. Oscar The Grouch stars in a mask etiquette. Admittedly this comes with a grouchy reason: that he doesn’t want to see children’s happy smiling faces. Sesame Street hits out of the park again on content.

    Sesame Street – wear a mask with Oscar PSA

    George Carlin mashed up with Mad Max: Fury Road. It completely changes the feel of the film and is a stinging indictment of human behaviour.

    Finally an amazing collection of 1980s TV advertisements and station idents Beta MAX – YouTube. What struck me about this channel was the variety of categories that used television advertising extensively for brand building and activation. Some of the creative would still stand up today and were strikingly similar to work that I did for Unilever.

  • Hidden Hand by Clive Hamilton & Mareike Ohlberg

    Hidden Hand is written by two academics. Clive Hamilton is an Australian academic, who is currently professor of public ethics at Charles Sturt University in Canberra. Mareike Ohlberg is a senior fellow in the Asia Programme of the German Marshall Fund. Prior to that she worked for the German think tank; the Mercator Institute of China Studies.

    Hidden Hand by Clive Hamilton and Mareike Ohlberg
    Hidden Hand by Hamilton & Ohlberg (US hardback edition)

    Hidden Hand interest piqued

    Both of them are seasoned China watchers. China is a popular subject and Hidden Hand would have just gone into my Amazon wishlist but for the 48 Group Club. The 48 Group Club is a British China-orientated association that fosters cultural and social ties. It had threatened legal action over content that they alleged was incorrect or defamatory. My interest in Hidden Hand was piqued.

    So What’s it like?

    Hamilton and Ohlberg have pulled together an account of China’s relationships with various elites in countries around the world and intergovernmental bodies such as WHO. Having kept an eye on China for over a decade, little of the content was new for me.

    What I found was new, was the the way it is woven together in a cohesive pattern of activity in the Hidden Hand. A sustained, pervasive bid for global influence on a scale that most people couldn’t imagine. And those that could imagine would likely be thought of as excessively paranoid.

    One thing that immediately comes across is the depth of research that the Hidden Hand contains. The index and bibliography are a big chunk of the book. The facts come thick and fast, but delivered in a dispassionate manner.

    The reframe

    This book wouldn’t be as well received if it had been published 12 months ago. A split between Wall Street and manufacturing company CEOs, COVID and the steady drip of diplomatic clashes that China has had with western countries have reframed the view for Hidden Hand. Now you have an audience that is more receptive. They are more willing to take an objective, critical analysis of China rather than give them the benefit of the doubt like an errant teenager.

    Missing answers

    Hidden Hand tries to come up with starting points for answers. Holding elites accountable. Engaging members of the Chinese diaspora. Taking a multilateral stand. All of which are hard to do. There are changes happening to espionage related laws in the UK. The EU is taking a more policy-based approach and Trump administration officials have talked about US CEOs as being unregistered foreign agents. This is a long term battle, something that will go for decades.

    The Wall Street CEOs will be hunkering down; hoping to out wait Trump. In Europe and the UK, the root and branch work required to inoculate their countries are not yet underway.

    The final missing piece is understanding the first generation Chinese diaspora. In particular the way the communist party has successfully grafted itself into the very centre of what it means to be Chinese. And then thinking carefully about how to decouple that idea. It’s happened already in places like Taiwan (and young Hong Kongers), yet many first generation diaspora and older Chinese Malaysians are wedded to the idea.

    I think that would take a lot more research. China must be doing some things right in order to get that level of belief. But there was obviously a problem with the opportunities that China offered. Otherwise why would they come to the West? It must have offered more advantages; how are they opportunities highlighted and put in conflict with the belief in party/ Understanding this will then help the work on protecting the liberal democratic system from infiltration, subversion and exploitation.

    An example of that might come from Singapore, which managed to forge a distinct Singaporean identity, whilst still holding the best bits of cultural background. Though there are risks in trying to replicate the Singapore process. More China related content here and more book reviews here.