Category: online | 線上 | 온라인으로 | オンライン

The online field has been one of the mainstays since I started writing online in 2003. My act of writing online was partly to understand online as a medium.

Online has changed in nature. It was first a destination and plane of travel. Early netizens saw it as virgin frontier territory, rather like the early American pioneers viewed the open vistas of the western United States. Or later travellers moving west into the newly developing cities and towns from San Francisco to Los Angeles.

America might now be fenced in and the land claimed, but there was a new boundless electronic frontier out there. As the frontier grew more people dialled up to log into it. Then there was the metaphor of web surfing. Surfing the internet as a phrase was popularised by computer programmer Mark McCahill. He saw it as a clear analogue to ‘channel surfing’ changing from station to station on a television set because nothing grabs your attention.

Web surfing tapped into the line of travel and 1990s cool. Surfing like all extreme sport at the time was cool. And the internet grabbed your attention.

Broadband access, wi-fi and mobile data changed the nature of things. It altered what was consumed and where it was consumed. The sitting room TV was connected to the internet to receive content from download and streaming services. Online radio, podcasts and playlists supplanted the transistor radio in the kitchen.

Multi-screening became a thing, tweeting along real time opinions to reality TV and live current affairs programmes. Online became a wrapper that at its worst envelopes us in a media miasma of shrill voices, vacuous content and disinformation.

Southport + more things

Southport

At the time, when the stabbing of three little girls happened in Southport, I was in Merseyside. Even though I was just miles away from the town, it felt like another country. The locals I was with and I watched on with detached shock as riots unfolded on newsfeeds.

The general sense was that ‘it couldn’t happen here’ But it had. This was usually followed by ‘despite what people see, this isn’t the kind of people that we are’. Yet Merseyside has long had a well-deserved reputation for organised (and disorganised) crime. Apart from a pier and a sea view that on a clear day allowed you to see oil rigs on the horizon, Southport is very similar to most of Merseyside. Rumours had swirled on neighbourhood WhatsApp groups about the attackers background. Secondly the vast amount of rioters being prosecuted, were not neo-nazis from out of town but local trouble-makers whose guiding idea was the joy of the fight. The police were able to arrest many of them as easily identifiable known faces. Pair the trouble-makers with good weather and an inciting incident and chaos ensued. There is continued latent anger for various reasons just waiting for an excuse to break out and the Southport stabbings were a vehicle.

The thin membrane of civility was punctured. The chaotic nihilism on display mirrored the 2011 riots, with less opportunity for profitable looting. Southport is ‘everyneighbourhood’. It represents an underlying volatility in UK society that is deeper than the hundreds of rioters on Merseyside. There is probably more Southport in many people than we would care to admit.

Consumer behaviour

The People Who Quit Dating – The Atlantic

Energy

Implications of the EU’s Carbon Border Adjustment | FTI

How one South Korean garage fire could affect the EV market | FT – transparency in battery sourcing and real truths on strategic resilience.

Finance

Meaningless board games at HKEX, and how the UK FCA has just made an awful mistake – comments on LSE are particularly interesting

FMCG

The Katsuification of Britain – Vittles

Middle East turns to non-alcoholic beers, healthier than colas and not tainted by Gaza war | South China Morning Post – Alcohol-free beer sales grow in the Middle East, for health reasons and because, amid Gaza war, Pepsi and Coca-Cola are seen as pro-Israel

Gadgets

Chromecast is Dead. Long Live the 12th Attempt at a Streaming Box.

Logitech’s ‘forever’ mouse isn’t happening – The Verge

Hong Kong

US Firms Warn Against ‘Unprecedented’ Hong Kong Cyber Rules – Bloomberg – technology firms have warned that proposed cyber regulations could grant the Hong Kong government unusual access to their computer systems, highlighting the latest challenge to Western tech giants in the city. The Asia Internet Coalition, which includes Amazon, Google and Meta is among the bodies that have in recent weeks criticized new rules that officials say are designed to protect critical infrastructure from cyberattacks. Critics argue the proposals give authorities overly broad powers that could threaten the integrity of service providers and rock confidence in the city’s digital economy.

Ideas

Wired | Encyclopedia of the New Economy – probably one of the most influential things that I read during the first internet boom

Innovation

AI creates acoustic metamaterials | EE Times Europe – interesting work at Pusan University to reduce noise pollution

London

No. This is NOT just “far right thuggery” – Matt Goodwin

Luxury

Macau’s tourism transformation: Luxury brands left behind? | Jing Daily

Auction houses aim to lure Asia’s ultra-rich with new openings | FT – this had been happening since before 2019. A more cynical observer might point out how useful auction houses are to faciliate capital flight from the mainland.

Marketing

WFA discontinues GARM – World Federation of Advertisers

Attribution is Dying. Clicks are Dying. Marketing is Going Back to the 20th Century. – SparkToro

All Airlines Are Now the Same – The Atlantic – a lack of distinctiveness in US airline offerings

Steven Bartlett Huel and Zoe adverts banned by ASA – BBC News

Most brands fail becaue they never do this – The Strat Labs

The Future of the GE Brand – STRONGBRANDSSTRONGBRANDS

Google threatened tech influencers unless they ‘preferred’ the Pixel | The Verge – that’s some straight up vintage Microsoft tactics right there.

Media

Prime Video Ads Have Yet to Pay Off | The Information

Brands Love Influencers (Until Politics Get Involved) – The New York Times – With the presidential election looming, some marketing agencies have started to pitch advertisers on new tools that grade the so-called brand safety of social media personalities. Some of the tools even use artificial intelligence to predict the likelihood that a particular influencer will discuss politics in the future.
A tool recently introduced by Captiv8, a marketing firm that helps advertisers like Walmart and Kraft Heinz connect with influencers, uses artificial intelligence to analyze mentions of social media stars in online articles, and then determines whether they are likely to discuss elections or “political hot topics.” The firm also assigns letter grades to creators based on their posts, comments and media coverage, where an “A” means very safe and a “C” signals caution. The grades incorporate categories like “sensitive social issues,” death and war, hate speech or explicit content.

The Race Is On to Build The Next Profitable Streaming Service – Bloomberg

Online

Misleading TikTok alerts include false Taylor Swift claim and old tsunami warning | FT

X Sees Decline In Users And Most Of Them Are From Europe | Digital Information World

Palantir CEO: Trump’s Rise Is Tied to the ‘Excesses of Silicon Valley’ – Business Insider

Retailing

Pitney Bowes sells its global e-commerce segment – Parcel and Postal Technology International

7-Eleven owner receives Japan’s biggest ever foreign takeover approach | FT – huge for Asian grocery retailing. 7-Eleven is the neighbourhood grocery store for Japanese and many other countries across Asia. In Japan, 7-Eleven is the dominant brand, combining it with Circle K would radically change the marketing dynamics. In a market like Hong Kong it’s effectively a duopoly with Circle K. The approach is likely more about 7-Eleven’s US filling station network. Expect the Asian business to be sold on (to private equity) if the deal goes through.

Security

Almost unfixable “Sinkclose” bug affects hundreds of millions of AMD chips | Ars Technica

Intel failures: A cautionary tale of business vs engineering • The Register – interesting analysis of Intel Semiconductor at the moment

Royal Mail launches new ‘fake stamp scanner’ | Money Saving Expert

Germany blames China for ‘serious’ cyber attack

Software

Change blindness – by Ethan Mollick – One Useful Thing – the change in LLM performance over the past two years

Digital Equivalent of Inbreeding Could Cause AI to Collapse on Itself : ScienceAlert more on this here.

Style

Ambition doesn’t need permission* – by Brian Morrissey – Nike’s multitude of business issues

Web-of-no-web

Immersive Technologies and the Metaverse: Recommendations and Overview – BBC R&D

Amazon to acquire Perceive for $80M from Xperi, expanding its AI technology for edge devices – GeekWire

China will launch first satellites of constellation to rival Starlink, newspaper reports | Reuters – A Chinese state-owned enterprise (Shanghai Spacecom Satellite Technology) is launching the first batch of satellites for a megaconstellation designed to rival Starlink’s near-global internet network, a state-backed newspaper reported on Monday.It matches Beijing’s strategic goal of creating its own version of Starlink, a growing commercial broadband constellation that has about 5,500 satellites in space and is used by consumers, companies and government agencies.

August 30, 2024
August 2024 newsletter – unlucky 13?
August 2024 newsletter introduction

Welcome to my August 2024 newsletter, this newsletter marks my 13th issue. When I lived in Hong Kong; four was the unluckiest number. 13 featured in confucian beliefs and in tai chi. In western culture 13 has a similar reputation. The status of 13 goes all the way back to Babylonian times. A baker’s dozen contained 13 items; rather than the usual 12 items.

This time last year, I had a daft idea to put together stuff I’ve written, read, been inspired by or have watched that I thought some people might find of interest. Along the way, I shared my Ma’s recipe for a traditional Irish Hallowe’en dish, book recommendations, articles, a review of 2023 and much more.

Salem State University Archives August 18, 1987 “Boston Medical Flight helicopter using new helipad”

I spent a good deal of August outside London to recharge and take care of family business. I am now back and getting ready for September.

New reader?

If this is the first newsletter, welcome! You can find my regular writings here and more about me here.

Things I’ve written.
- My cousin selling the ‘ancestral’ family farm back in Ireland, got me thinking about roots.
- I explored Rob Henderson’s concept of ‘luxury beliefs‘ and other things that I found of interest from around the web.
- I looked at some of the themes that have emerged around generative AI in the first half of this year.
Books that I have read.
- The Ribbon Queen – I am a huge fan of Garth Ennis as a graphic novel writer and the publication of The Ribbon Queen was the second best news I had received this year since Ennis announced his return to The Punisher series at the beginning of 2024. With The Ribbon Queen Ennis returns obliquely to religion with a tale that sits somewhere between a police procedural and Lovecroftian fiction. Nothing is simple with Ennis and the work touches on themes like police brutality, woke culture, sex trafficking, domestic violence and ancient beliefs.
- Part of my love reading comes from my Dad’s library of crime and espionage books. I started reading John LeCarré, Hammond Innes and Alistair Maclean in primary school. Secondary school had me reading Gerald Seymour and Robert Ludlum. Seymour’s work felt more grounded and Harry’s Game during The Troubles felt especially pertinent. Despite being 82 years old Seymour still writes. I haven’t picked up a Seymour novel in decades until I got to read In For The Kill. its the third book in a franchise of Jonas Merrick – a soon-to-retire spook with a love of caravanning and frugality. As a holiday read, I really enjoyed it.
- Richard Stark’s Parker is an anti-hero beloved of Hollywood who has appeared in film over years. Richard Stark’s Parker: The Complete Collection is a collection of graphic novel adaptions of The Score, The Outfit, The Score, and Slayground, The Man with the Getaway Face and The Seventh. Stark’s Parker is written with crisp lean copy to match the no-nonsense dark ruthless character. He is at end of America’s hard boiled noir literature like Raymond Chandler or Dashiell Hammett. But Richard Stark’s hero was an armed robber, not a detective. As a genre it was later revived by James Ellroy’s works from the late 1980s on. While Parker has been played on screen by a variety of actors including Lee Marvin and Mark Wahlberg – he is not a character for our times. Darwyn Cooke’s adaption of Parker to a graphic novel format is a 500+ page love letter to mid-century graphic design including vintage newspapers and petrol station maps. It’s a coffee table book that you actually want to read.
- Qiu Xiaolong is an American crime writer, who is famous for his character Chief Inspector Chen. In his book Becoming Inspector Chen, was recommended by my friend Ian. The book feels autobiographical in nature. Like Chen, Qiu had studies TS Elliot at university, both had lived through the opening up of China post-Cultural Revolution. Their paths divert when Qiu moved to study in the US and decided to stay there after the ‘June the 4th incident‘. Qiu describes the complex relationships in families due to the Cultural Revolution and the nature of change in China during its opening up phase. The book is an implicit critique of the current Xi administration, as yet again Chen faces the imminent impact of the party machine.
- Kara Swisher is a long-time journalist who chronicled Silicon Valley from the dot.com boom onward. In Burn Book Swisher gives us her potted history and hot takes on the people and companies that she tried to report on. I say tried because technology firms have made life difficult for journalists since blogging became a thing and they could go direct to the audience. Swisher came from an unhappy but privileged background and jumped into journalism with gusto. There isn’t anything that surprising in her reporting save how was it so late that Swisher really dialled into how toxic and nihilistic some of her subjects really were? Swisher’s book is more engaging than Fred Vogelstein’s Dogfight, but lacks the wit and panache of Michael Malone’s books or Robert X Cringely’s Accidental Empires.
A bit of aside to the books, I found this article by Dazed Digital quite interesting. Apparently, straight men are much less likely to read novels. I read a mix of fiction and non-fiction as you can probably tell if you are regular reader. If you want fiction recommendations as a start, I have some in an old post I wrote about 50 books I would recommend (scroll down to fiction).

Things I have been inspired by.

Quantum advertising.

Faris Yakob had dropped a banger of an opinion piece on WARC. In quantum advertising Yakob calls out marketing management for optimising to the wrong things and believing that creativity is predictable.

Aston Martin DB2

It also led me to Jeremy Bullmore’s ‘Aston Martin’ essay published by WPP as A 20th Century Lesson for 21st Century Brands.

Return-to-office mandates

Gartner the research house most famous for its technology reports has taken an in-depth look at return-to-office mandates beloved of large enterprises such as Apple, Amazon or Boeing and Jacob Rees-Mogg. Gartner looked at employee research and HR leaders as part of an up to date research done in May 2024. Any small gains in discretionary effort and employee engagement are wiped out by drops in intent to stay, with the implied disruption and cost cause by employee churn.

The findings are similar to what we saw with Slack Future Forum’s Inflexible return-to-office policies are hammering employee experience scores published in 2022.

New voices

Zoë Mann started an initiative that would get some of the newer strategist voices heard.

Things I have watched.

I haven’t watched A Clockwork Orange for a while and revisited it. I am still amazed by the way Kubrick used lighting, Beethoven and the Wendy Carlos soundtrack to such good effect. It also felt much more creative and transgressive than anything one would see at the cinema now. The modernist and brutalist architecture gives it an otherworldly quality now.

I wanted to watch Weathering With You since it came out. I finally got to watch it. The animation is almost as rich as Studio Ghibli and the plot has some fantastical elements of it as well. But the story is grounded in the darker side of Tokyo.

The protagonist is homeless and lives in a net café near the Kabukicho gate that marks the entry to the red light district that is part of Shinjuku ward. In this respect the anime provides a realistic portrayal of a ‘freeter’ – an under-employed young person.

Alain Delon died and I had a movie marathon with my Dad to celebrate his life: Un Flic, Le Samouraï and Le Cercle Rouge.

Useful tools.

Whatfont

Whatfont is a Google Chrome browser plugin, Safari browser extension and bookmarklet (I use the bookmarklet) that tells you what font’s are on a given web page.

Google Analytics health check

Yes I know GA4 is hateful, but Fresh Egg have put together a template to make a data health check easier to do. Give them your details and download their GA 4 Health Check for free.

Decrapifying LinkedIn

At last a compelling use case for the Arc Browser: as a LinkedIn client. Luddite LinkedIn is a ‘boost’ (think plug-in) cleans out things like AI powered elements of the LinkedIn experience.

Better Reddit and YouTube search

GigaBrain provides an alternative to the broken experience searching on Reddit and YouTube. It’s available via webpage and a Google Chrome browser plugin.

The sales pitch.

I am now taking bookings for strategic engagements, I am available for much of September. Contact me here. I am also open to discussions on permanent roles.

More on what I have done here.

The End.

Ok this is the end of my August 2024 newsletter, I hope to see you all back here again in a month. Be excellent to each other and onward into September and the balmy days of an Indian summer!

Don’t forget to share, comment and subscribe!

Let me know if you have any recommendations to be featured in forthcoming issues.
August 27, 2024
Luxury beliefs + more things
Luxury beliefs

Luxury beliefs is a term that I came across from the writings of Rob Henderson. Henderson has a similar kind of story to JD Vance. Addiction in the family and escaping his home environment by enlisting in the US Air Force.

After his service Henderson used funding via the GI Bill to go to Yale. He then got a scholarship to go to Cambridge to do a doctorate. Like Vance he had written a memoir: Troubled: A Memoir of Foster Care, Family, and Social Class that highlights the challenges faced in working class American society including violence and addiction. In his book Henderson explores the idea of luxury beliefs, how they benefit the privileged and harm the most vulnerable in society.

What are examples of luxury beliefs?

The luxury beliefs Henderson cites are seen to be widely held progressive views including:
- Defunding the police
- Defunding the prison system
- Decriminalising or legalising drugs
Getting rid of standardised exams – Henderson sees these as helping less privileged children get into college

Rejecting marriage as a pointless concept. – Henderson claims that one of the strongest predictors of success was if they were brought up in a nuclear family.

Henderson believes that the common thread that holds luxury beliefs together is that they are held by privileged people, the beliefs make them look good (and feel good about themselves), but harm the marginalised.

Luxury beliefs allow the privileged to look good by:
- Playing the victim
- Protest without penalty – which is less likely to happen to more marginalised protestors
- Push the less privileged down
Henderson labelled this ‘saviour theatre’. Henderson reminded of previous generation protestors like Patty Hearst and participants in the Weather Underground’s Days of Rage which would seem to fit Henderson’s definition of holding luxury beliefs.

More posts about new terms can be found on this blog.

Branding

What does Hong Kong airport smell of? Or your go-to hotel? The business of scent branding | South China Morning Post – If you are a fragrance enthusiast, you may have heard of Shiu Shing Hong, a quaint shop in Hong Kong’s Sheung Wan district that has been around for more than 50 years.

The store, which recently went viral on Chinese social media platform Xiaohongshu, not only sells house-made essential oils – must-have souvenirs for visitors from mainland China thanks to the exposure – but recreates the signature scents of popular malls and other venues in Hong Kong.

On its shelves are familiar – sometimes odd – concoctions. Bottle labels reference K11, a shopping mall in Tsim Sha Tsui, the five-star Rosewood Hotel, and the Hong Kong International Airport. Sportswear brand Lululemon has one too.

J. D. Vance Has a Point About Mountain Dew | The Atlantic – brands and identity

China

Deaths in China to reach ‘an unprecedented scale’, peak at 19 million in 2061 | South China Morning Post – due to aging population

WTO says China is backsliding on key reforms and lacks transparency on subsidies | South China Morning Post – World Trade Organization report cites studies that say subsidies could top US$900 billion – providing fuel for critics of Beijing’s practices such as the EU and US

Consumer behaviour

Inside China’s Psychoboom – JSTOR Daily – mental illness has transformed from a bourgeois Western taboo into a legitimate public health concern.

The consequences of the psychoboom are both logical and contradictory. As the Chinese economy has expanded and citizens have grown wealthier, the demands of everyday life have grown in number and kind, expanding from physiological and safety concerns to a desire for love, esteem, and self-actualization. At the same time, such desires run counter to traditional Chinese values like the age-old concept of Confucian filial piety and the relatively new ideology imposed by the Chinese Communist Party (CCP), both of which place the well-being of the collective above the happiness of the individual.

Kamala Harris, Usha Vance, and the twice-born thrice-selected Indian American elite

Design

Adidas partners with Mexican artisans for hand-embroidered soccer jerseys | Trend Watching

Economics

Maersk says Red Sea shipping disruption having global effects | Hellenic Shipping News Worldwide

Ethics

Apple, Nvidia, Anthropic Used Thousands of Swiped YouTube Videos to Train AI | WIRED

Microsoft DEI Lead Blasts Company in Internal Email After Team Is Reportedly Laid Off – IGN

Finance

Morgan Stanley, Goldman Sachs Say Recovery in Private Equity Deals and Fees – Bloomberg – Morgan Stanley and Goldman Sachs Group Inc. are confident that their most important clients are about to get active after a long spell on the sidelines and help goose the long-awaited revival in investment banking fees.
The private equity deal machine has been mostly jammed up for the past two years, leaving many investment bankers twiddling their thumbs while their bosses talked up green shoots that failed to flourish. There are plenty of potential road bumps ahead, but there’s reason to put more weight on the better outlook now even compared with just three months ago: The wave of debt refinancing that has led banks’ revenue recovery this year has also been helping to fix the prospects of many companies owned by private equity firms

The Financial Instability Hypothesis* by Hyman P. Minsky, The Jerome Levy Economics Institute of Bard College – interesting paper used in current negative critiques or private equity like Has private equity become a Ponzi scheme? – UnHerd

Gadgets

Sony is killing off recordable Blu-ray, bidding farewell to disc burning | TechSpot – Sony admitted it’s going to “gradually end development and production” of recordable Blu-rays and other optical disc formats at its Tagajo City plants in Miyagi Prefecture, Japan. Essentially, 25GB BD-REs, 50GB BD-RE DLs, 100GB BD-RE XLs, or 128GB BD-R XLs will soon not be available to consumers. Professional discs for video production and optical archives for data storage are also being discontinued. – the big shocker is the issue for archival formats

Alexa Is in Millions of Households—and Amazon Is Losing Billions – WSJ – a pet project of Bezos, and the Alexa voice assistant and the Echo speakers through which it communicated were inspired by his interest in the spaceship computer in “Star Trek.”

“When launching products back then, we didn’t have to have a profit timeline for them,” said a former longtime devices executive. “We had to get the system in people’s homes and we’d win. Innovate, and then figure out how to make money later.”

To do that, the team had to keep prices low. Amazon sometimes even gave away versions of the smart speaker as part of promotions in a bid to get a larger base of users.

Health

“It’s All Just F*cking Impossible:” The Influence of Taylor Swift on Fans’ Body Image, Disordered Eating, and Rejection of Diet Culture – ScienceDirect and 100-Pound Weight Loss: My health improved. My self-esteem didn’t. | Slate

Another Danish biotech can help investors’ hunger for obesity drugs | FT – this probably explains why Zealand pivoted from taking its medications to market to becoming research and selling on as its not big enough to exploit this opportunity on its own. (Full disclosure, I worked briefly on the diabetic emergency injection product until the company pivoted).

Ozempic Tracker Insights: Price Remains the Largest Obstacle – CivicScience

The economics of GLP-1 – Marginal REVOLUTION

Patients checking into rehab after abusing weight-loss jabs | The Times Online

Innovation

IKE and hyperice’s boots and vest massage athletes’ feet and keep their bodies cool

Dude, where’s my (flying) car? – POLITICO

RISC-V Thrives Through Research, International Collaboration – EE Times

Xiaomi’s ‘lights-out factory’ to mass produce new foldable smartphones | DigiTimes – but it doesn’t mean that the products will be better, just consistent. I keep thinking of the Fiat Strada, an ugly rust bucket of a car, that was ‘hand built by robots’.

Luxury

Luxury brands roll out 50% discounts as Chinese shoppers rein in spending | FT – this will destroy the intrinsic value of the brand

Italy’s competition watchdog probes Armani and Dior over alleged labour exploitation | FT – the question is more why now? It’s been known for years that Chinese workers are exploited in factories based in Italy.

Age of Ozempic: Predictions for the luxury industry | Vogue Business – Analysts agree that the pop culture influence of weight loss drugs is giving luxury labels and mass-market brands, alike, licence to refocus on straight-size. “Luxury brands have long been staunchly unwilling to cater to plus-sizes outside of the occasional token representation, but typically premium and mass players would invest more readily in plus-size,” says Marci. “Now we’re seeing the effects of Ozempic and weight loss culture on retail as a whole.”

Already, a host of US-based retailers and fashion companies including Rent the Runway are seeing boosted demand for smaller clothing sizes, and falling demand for larger sizes, according to The Wall Street Journal. Retailers have been investing in fewer products that offer larger sizing

Burberry’s new CEO has a task | FT Fashion Matters

EssilorLuxottica expands into streetwear with $1.5bn Supreme deal – the deal was a “no brainer” and had happened “very quickly” because VF was under pressure to divest its most “iconic asset”. EssilorLuxottica planned to use Supreme’s wealth of customer data and its Gen Z fans in China, Japan and South Korea to target new consumers – it shows how good a deal James Jebbia got with private equity and VF Corporation

Lewis Hamilton Named Dior Ambassador | BoF – formula 1 driver and pit lane dandy has also worked with Dior men’s artistic director Kim Jones to guest design a collection of clothing and accessories set to launch in October

Marketing

Rediscovered Absolut Blue Painting Inspires New Bottle | MarketingDaily

Focus on value pivotal for brands as consumers get more cost-conscious – The Media Leader

The King’s Speech 2024 – GOV.UK – restrictions on fast food advertising and energy drinks

Proportion of UK businesses increasing marketing spend hits 10-year high – The Media Leader

Evolution not revolution as Sorrell unveils Monks and reorganizes for easier client access | The Drum

Media

The return of piracy – net.wars

‘New model for human civilisation’: What is so unique about China’s style of modernisation? – CNA – interesting that CNA don’t provide a critical analysis on the positives and the negatives of the China model.

Online

Even Disinformation Experts Don’t Know How to Stop It | New York Times – Researchers have learned a great deal about the misinformation problem over the past decade: They know what types of toxic content are most common, the motivations and mechanisms that help it spread and who it often targets. The question that remains is how to stop it.

A critical mass of research now suggests that tools such as fact checks, warning labels, prebunking and media literacy are less effective and expansive than imagined, especially as they move from pristine academic experiments into the messy, fast-changing public sphere.

LGBT and Marginalized Voices Are Not Welcome on Threads – MacStories

Google Is Mind-Bogglingly Bad – On my Om – more ‘Google is Dead’ material – grist for the mill and Daring Fireball: Google Is Shutting Down Its URL Shortener, Breaking All Links

Apple Maps launches on the web to take on Google – The Verge

Retailing

Tesco takes on Waitrose and M&S in premium range fight | FT – implies that Tesco thinks consumer spend is likely to be going up again

The shifting world of e-commerce liability | The Daily Upside – Amazon’s legal issues and the fact it has over 553million SKUs

Security

American Hacker in Turkey Linked to Massive AT&T Breach | 404 Media

Software

Meta won’t bring future multimodal AI models to EU | Axios

GPT-4o mini: advancing cost-efficient intelligence | OpenAI – computing power per watt reduction is the most interesting part of this. You also see it in Mistral NeMo | Mistral AI | Frontier AI in your hands

Inside Microsoft, nobody really owns Copilot – The Verge

Taiwan

TSMC proposes Foundry 2.0 to alleviate antitrust concerns | DigiTimes – Trump-proofing the semiconductor industry

Technology

AI Chip Startup Graphcore Acquired by SoftBank – EE Times

Web of no web

The Future of AR Beyond the Vision Pro Is Already Brewing – CNET

Google’s XR Re-Entry Point | Spyglass

Wireless

China’s Transsion sued by Qualcomm and Philips as IP woes mount | FT
August 5, 2024
July 2024 newsletter
July 2024 newsletter introduction

Welcome to my July 2024 newsletter, this newsletter which marks my 12th issue. I hope the wettest part of the summer is behind me. This time last year, I didn’t set out to get to 12 issues. I thought I would try three and see where I got to. You’d think I would have had it nailed down by now, but it’s still evolving, finding its voice in an organic process. Getting to this point felt significant, I think it’s down to the weight of the number 12.

12 as a number is loaded with symbolism. The Chinese had a 12 year cycle that they called the ‘earthly branches’ and were matched up with an animal of the Chinese zodiac.

Odin had 12 sons, the Hittites had 12 gods of the underworld. Mount Olympus was home to 12 gods who had vanquished the 12 titans. Lictors who were civil servants assisting magistrates with duties carried a bundle of 12 rods to signify imperial power. The Greeks gave us 12 member juries and both western and Islamic zodiacs have 12 signs.

New reader?

If this is the first newsletter, welcome! You can find my regular writings here and more about me here.

Things I’ve written.
- Warped media constructs – what marketers and their advisers think about media channels versus what works and what should be measured.
- I contributed to the Rambull newsletter with a selection of my favourite places in London.
- End of culture – I disagree with some of what Pip Bingemann said about culture and advertising, but he made some interesting discussion points that I went through and annotated or knocked down.
- A bit about the Zynternet phenomenon and interesting things from around the web.
- A bit about BMW’s The Ultimate Driving Machine and other things that caught my interest.
Books that I have read.
- Dogfight – Silicon Valley based journalist Fred Vogelstein was writing for publications like Wired and Fortune at the time Apple launched the iPhone and Google launched Android. He had a front-row seat to the rivalry between the two brands. The book is undemanding to read but doesn’t give insight in the way that other works like Insanely Great, Where Wizards Stay Up Late and Accidental Empires did. Part of this might be down to the highly orchestrated public relations campaigns happening at the time. (Vogelstein wrote about his experiences with Microsoft’s PR machine for Wired back in 2007). Instead Vogelstein documents developments that I had largely forgotten about like music labels launching albums as multimedia apps on the new iPhone ecosystem. It’s a workman-like if uninspiring document.
- This Time No Mistakes by Will Hutton seemed to be a must-read document in the face of an imminent Labour party victory in the general election. Hutton’s The State We’re In was the defining work of wonkish thinking around policy as Labour came into power under Tony Blair in 1997. Three decades later and Labour is poised to rule again during a time of more social issues and lower economic performance. The people are poor and the economy has been barely growing for over a decade. The State We’re In was a positive roadmap of introducing long-term investment culture into British business and upgrading vocational education. This Time No Mistakes is an angrier manifesto of wider change from media and healthcare to government involvement in business. Both books outlined a multi-term roadmap for politicians. In the end, Labour didn’t deliver on The State We’re In‘s vision; this time they are even less likely to do so.
- Dark Wire – Joseph Cox was one of the journalists whose work I followed on Vice News. He specialises in information security related journalism and turns out the kind of features that would have been a cover story on Wired magazine back in the day. With the implosion of Vice Media, he now writes for his own publication: 404 Media. Dark Wire follows the story of four encrypted messaging platforms, with the main focus being on Anon. Anon is a digital cuckoo’s egg. An encrypted messaging service designed for criminals, ran as an arms length front company for the FBI. Cox tells the complex story in a taunt in-depth account that brings it all to life. But the story isn’t all happy endings and it does question the threats posed to services like Signal and WhatsApp if law enforcement see criminals moving there.
- I went back and revisited Media Virus by Douglas Rushkoff. Once a touchstone of public intellectuals and media wonks, it’s rather different than I remember it from the first reading I had of it at the start of my agency career. More of my thoughts on subjects covered in the book from authoritarian regimes to patient-centric medicine here.
Not a book, but really enjoying Yaling Jiang’s newsletter Following the Yuan that looks at a mix of consumer marketing stories in China with a balanced and analytical approach. Social listening platform YouScan have an interesting insights newsletter, where you can subscribe to here.

Things I have been inspired by.

Lean web design.

I have been keen on lean web design, especially has web page sizes have ballooned over the past decade with little benefit in functionality. However Wholegrain Digital have taken this idea in a new direction by looking at a websites typical carbon footprint. Mine came out better than 97 percent of websites they’d tested so far.

Crushing conformity with creativity

Samira Brophy of IPSOS and Tati Lindenberg of Unilever were at Cannes and talked through some of the dirt is good campaigns and how Unilever switched plot lines in an inventive manner to make better campaigns that fit in with Unilever’s socially forward orientation.

The Arsenal example that they show is a really nice twist on girl plays soccer, kit gets cleaned trope and captures the essence of fandom.

The Future Health Index.

Philips the former consumer electronics pioneer have surveyed healthcare leaders around the world to see what their concerns are and where they may be looking to invest in the future. It’s an interesting read. When I have worked on health clients in the past, we’ve usually focused on what the relevant prescribing healthcare professional thoughts and any patient insights we could glean.

There was a big focus on automation (AI was a particular focus for respondents in countries with distinct healthcare challenges. However the respondents caveated the move to automation with this bit of wisdom:

Automation can help relieve staff shortages, if used right
The Future Health Index 2024 – Philips

Given the old heuristic of about 70 percent of IT projects not meeting the goals set for them, one can understand why there is a degrees of healthy skepticism in leaders and the staff who work with them.

Remote monitoring was one of the most popular areas for healthcare leaders wanting to use clinical decision support software (powered by AI). Curiously, preventative care ranked much lower.

Finally, there was some good news for pharmaceutical companies, negotiating lower prices for drugs was pretty low down on the list for the way leaders thought that they could make financial savings. Though this was tempered in a greater interest in ‘value-based billing’.

State of the (online) union.

From the late 1990s onwards, Mary Meeker’s snapshot of the technology sector was a must read presentation. Meeker came to mainstream fame leading the Netscape IPO while at Morgan Stanley. Early the same year she published The Internet Report – which launched a thousand agency slide decks and was a reference for the investment community during the dot com boom.

The themes of Meeker’s reports over the years followed the development of online:
- E-commerce
- Mobile internet
- Online advertising and search
- Rise of Chinese internet companies
Meeker left investment banking to join VC Kleiner Perkins and eight years later set up her own venture capital firm. During COVID-19 Meeker’s internet report wasn’t published for the first time since 1995.

Now it’s returned, you can find the latest issue here. In the meantime, while Meeker took an AI-focused approach to her latest report LUMA Partners have looked at the advertising technology ecosystem in more detail. You can find their comprehensive report here. An honorary mention to Benedict Evans’ annual presentation as well that is even more theme based in style.

Marvel x NHS blood donation

Disney’s partnership with NHS opens up access to a wider potential donor base.

Things I have watched.

Dark Hearts (Newen)

I don’t watch BBC iPlayer all that much, but occasionally I do find some ‘gold’. Dark Hearts (or Cœurs noirs literally Black Hearts) is a French series about a team looking for terrorist weapons, terrorist schemes and French ISIS members in Iraq circa 2016. It’s got the kind of gritty tense feel of SEAL Team or Zero Dark Thirty.

Chronos is a short film very much in the vein of Koyaanisqatsi. In Chronos the director tries to journey through thousands of years in history through the medium of timelapse photography. It’s a beautiful piece of film, but looks very ‘everyday’ now due to the time-lapse functions provided in our smartphones and generative AI services. Film-maker Ron Fricke had to build his own cameras to shoot the footage.

Hong Kong cinema is in a bit of a weird place at the moment. Its most bankable stars are in their 50s and early 60s – though they are holding off aging well. Cantonese culture in general is being squeezed out by mainland media, as well as the rise of Korean and Thai cinema. The current national security laws mean that previous bestsellers like Infernal Affairs or Election can no longer be made in the territory and even a retrospective showing of them could be in a legal grey area. The Goldfinger gets around this by going back to Hong Kong’s go-go era of the 1970s and 1980s and draws on the story of the Carrian Group which went belly up in the midst of a corruption and fraud scandal saw a bank auditor killed and buried in a banana tree grove. Lawyer John Wimbush was found dead in his home swimming pool. A nylon rope around his neck tethered to a concrete manhole cover at the bottom of the pool. So The Goldfinger has a rich vein of material to mine. The Goldfinger starts off during the Hong Kong police mutiny against the ICAC. it follows the rise of Tony Leung as Henry Ching Yat-yin (presumably to avoid legal trouble with George Tan founder of the Carrian Group, who only died during COVID). Ching then has a cat-and-mouse chase with Andy Lau’s Lau Kai-yuen, an inspector of the ICAC. I enjoyed The Goldfinger immensely, CGI and green screen was used to fill in for old Hong Kong which is substantially changed over the decades since. The ‘gweilo’ in the film were over-acted which was distracting, but the Hong Kong talent was top drawer. The more fantastical aspects of it reminded me a bit of Paul Schrader’s Mishima biopic.

The Great Silence is one of the greats of the spaghetti western genre. It was shot in a ski resort in the Dolomites and in a studio of fake snow. That alone would have made it highly unusual. The film was directed by Sergio Corbucci who was more famous for Django. Eureka’s Masters of Cinema have done a fantastic job of putting together a great print and commentary from experts including Alex Cox. It’s probably the best role that Klaus Kinski played in his considerable film career. Even though it’s a western, the underlying politics of the film make it surprisingly contemporary. That’s as much as I can say without giving the plot away.

Useful tools.

Better Reddit search

Google search has become much more limited in its capability for a number of reasons. Giga uses Reddit posts as its source material for search results. It can be useful in research, beyond trying to trawl Reddit using Google advanced search.

Mood board research

Historically, I have been a big fan of Flickr’s image search because of its ‘interestingness’ feature. Same Energy is a tool that matches the vibe of an image that you submit with other images.

Manifestos

A great collection of manifestos and tools to help manifesto writing for brand planners.

The sales pitch.

I am now taking bookings for strategic engagements or discussions on permanent roles. Contact me here.

More on what I have done here.

The End.

Ok this is the end of my July 2024 newsletter, I hope to see you all back here again in a month. Be excellent to each other and onward into August!

Don’t forget to share, comment and subscribe!

Let me know if you have any recommendations to be featured in forthcoming issues.
July 24, 2024
The ultimate driving machine + more things

The ultimate driving machine

Interesting interview with author Steve Saxty on how BMW as a modern car brand came into being as the ultimate driving machine and a discussion on what eventually became the 1-series. The brand value of it being the ultimate driving machine actually came from a review by US magazine Road & Track in the early 1970s.

This seems to have parlayed itself into an internal insight at the company and was then manifested in advertising by the 1980s. I remember seeing an interview with an ad exec at the UK agency claiming that it was an insight they had come up with. The truth can be a pesky thing.

The phrase itself worked really well from the small lightweight sporty saloons that Road and Track loved to the large executive models of the 7-series. Whatever your criteria was, BMW positioned itself as the ultimate driving machine.

More BMW-related content here.

Bob Hoffman’s rage against the machine

Bob Hoffman is a long-time ad man and long-time commentator who points out the foibles of technology-driven marketing. His book 101 Contrarian Ideas About Advertising is a good read for anyone jumping on a plane. Hoffman has recently given away two books in electronic format Inside the black box focuses on the online advertising industrial complex, MKTG STINX takes a broader brush to things.

BBC coverage of GAA All-Ireland hurling final

For a long time BBC Northern Ireland have covered the key GAA matches. But this was the first time that the main BBC network carried the GAA All Ireland hurling final. 3pm I sat down in front the television to watch the BBC with volume down and my Mac playing the RTE Radio 1 commentary through its speakers. This is the same way as I have listened to the game all my life and I wasn’t going to change now. But it was refreshing that I didn’t have to trek out to a pub or fiddle with a VPN to secure video of the game. Cork vs. Clare gave hurling neophytes a great introduction with the winning score done during the last play of extra time.

Thamesmead time’s up

I have a soft spot for brutalism as an architecture style. I put this down to the clinic I was taken to as a small child which was part of a bigger civic centre including a library. It had massive concrete features and overhangs. It was quiet inside, great to climb and play on outside and the overhangs kept the hottest sun away from the massive round windows.

Brutalism felt comforting and futuristic, which was probably why Stanley Kubrick shot key parts of A Clockwork Orange in Thamesmead. But the Peabody Trust are well on their way to demolishing Thamesmead’s iconic buildings.

July 22, 2024