Ged Carroll

Category: oprah time | 書評 | 서평 : 文芸批評

Welcome! I guess the first question that you have is why oprah time? Well in my last year of college I used to sit in the house that I shared with my landlord and write my essays whilst watching cable TV.

There I would be sipping tea, writing away and referencing from text books spread around me on the couch and coffee table. One of the programmes on the in the background was Oprah Winfrey. A lot of the show was just background noise. But I was fascinated by Oprah’s book club.

She’d give her take on a book, maybe interview the author. And then it would be blasted up the New York Times bestsellers list. This list appears weekly in the New York Times Book Review. Oprah’s book club was later emulated by other talk show hosts, notably the UK’s Richard Madeley and Judy Finegan.

On the high end you had Melvyn Bragg‘s South Bank Show when they profiled an author of the moment.

When I came to writing my own review of books that I’d read, I was was brought back to that time working on a sofa. Apple laptop in hand. It made sense to go with Oprah time.

You might also notice a link called bookshelf. This is a list of non-fiction books that I have kept. And the reasons why I have kept them.

If you’ve gone through my reviews and think that you’d like to send me a book to review. Feel free to contact me. Click this link, prove that you’re human and you will have my email address.

  • You Are Here by Phillips & Milner

    This is a book review of You Are Here which provides a critique on the current political media landscape from a predominantly US perspective. I decided to read the book given that it was endorsed by online media researcher and author danah boyd. danah is most famous for her long time researching the online lives of young people. I first came across her when she worked briefly at Yahoo! Research.

    Navigating polarised speech, conspiracy theories and media landscape

    You Are Here is written by two American academics: Whitney Phillips and Ryan M Milner. In the book they try to make sense of the current media landscape and what they consider to be the likely causes.

    You are here

    Ecology as metaphor

    You Are Here uses the metaphor of ecology to discuss a polluted landscape poisoning society. This has two effects:

    • It taps into the deep concerns of their readers who have a lot of anxiety around areas like climate change
    • It encourages system thinking in people who are otherwise not system thinkers

    The downside is that it might convey the kind of desperation and hopelessness that we see around climate change also affect the media landscape creating a kind of dark ennui among the readers.

    Conspiracy theories

    Phillips and Milner focus on conspiracy theories going back the satanist concerns of the 1980s and 1990s. While conspiracy theories are important and memetic in nature, there is a risk that focusing on them misses a wider truth. Why do people feel the way they do? Brexit research showed us that a good deal of concern was about the rate of change and being economically left behind. The role of class and the isolation of working class voices and issues in political discourse and the media left the door open for conspiracy theories.

    Strengths and weaknesses

    You Are Here does a good job at summarising much of the current media theory thinking about how platforms alter our collective perceptions.

    You Are Here describes itself as a field guide. A field guide is a book designed to help readers identify things or phenomena rather than offering solutions per se. The reality is that for most readers, their exposure to the content discussed in the book through the proverbial rear view mirror of coverage on MSNBC News, The New York Times or The Atlantic or conversations with friends and family members who live outside the major cities. There is an assumption that the interested reader is unaware of the current media landscape. In this respect the book is likely to raise anxiety, entrench beliefs and focus the reader on regulation as the sole solution to the current media landscape. I don’t think that this will necessarily move things forward. It will reinforce progressive readers own biases. I recognise and identify with Phillips and Milner’s world view, which is similar to my own – but I have some self awareness of my own viewpoint in a sea of opinions.

    Platforms

    A decade ago I worked with Amy Gershkoff. Amy had previously been involved in the media planning and analytics for the campaign to re-elect President Obama. At the time, the narrative being communicated was that media and social media platforms through the judicious use of data and optimising for algorithms offered the opportunity to help Obama to be re-elected.

    The reality of these things are somewhat different. Programmatic media is often correctly targeting half the time. But when it gets it right, it can be creepy.

    Amy took this story to large corporates in Hong Kong and China, which was where I was working at the time. The irony of ‘the power of modern political campaigning online’ being used as an example of omni-channel marketing for Chinese companies wasn’t lost on me. Phillips and Milner’s stance misses this wider picture.

    The Obama campaign built on pioneering work that has been done by the like of Joe Trippi for Howard Dean when he ran for consideration as the future Democrat presidential candidate eight years earlier.

    The point is that there is a case to be made paraphrasing Goldie Lookin’ Chain ‘Platforms doesn’t poison democracy, people do.’

    Conclusion

    You Are Here tries to articulate a route for individuals to navigate the media environment, rather than building a groundswell to try and change it for the better. I can’t help but feel that there’s an opportunity having been lost and the polarisation will continue.

  • Decoded by Phil Barden

    Decoded was originally written in 2013. I read this version. I know that there is a new edition being published in September 2022. Barden had been a marketer working at T-Mobile (now EE, BT’s mobile phone network), Diageo and Unilever.

    Decoded by Phil Barden

    His background and a foreword written by British marketing grandee Rory Sutherland give an indication of the book’s quality.

    Once more with emotion

    Barden’s background has skewed towards CRM, online marketing and consumer marketing. I disagree with Barden in one important way. Barden doesn’t think that emotion has any benefit in marketing. I agree with Barden to a point, beyond nostalgia, I won’t have an emotional connection with the brand of margarine spread that I buy. The nostalgia is largely out of control of the brand.

    However, both the IPA and WARC have shown that communications that provokes an emotional reaction can build long term awareness over time. Think about the adverts that get stuck in your memory, versus rational adverts. Emotional adverts make you feel something, even if they don’t change your opinion of the product they can build memory structures with enough exposure.

    The challenge as Barden points out, being able to do this consistently. The example that Barden cites is Cadbury’s inability to match the quality of its ‘Gorilla’ advert.

    Getting beyond emotion

    Beyond a difference of opinion on the effect of emotion in communications, I thought that the content in Decoded was very good. The book felt to me as if it was aimed at British junior inhouse brand marketers at the likes of Unilever and Diageo where Barden aimed his stripes. The book is full of British examples, this might limit its success in the US. The examples are already old enough that they might not resonate with marketers who recently left college; but they would leave US readers clueless. While British marketers are often exposed to US authors at the start of their careers like David Aaker and Philip Kotler; the same isn’t true for their American peers of British marketing thinkers.

    I also see it valuable for marketing undergraduate students, with its real world examples. He also does these summary pages at the end of each chapter that reminded me of ‘Dummies Guides‘ format books.

    Decoded covers behavioural science principles and is valuable for the quality of reading list that it provides the reader to delve into after they have read the book.

    Barden dives into the kind of concepts that brand marketers would come across in shopper marketing and ad testing from the likes of Kantar. He provides a sound basis on which marketers can rely to understand, if not, critique their agency’s efforts.

    Beside emotion, my biggest concern is that marketers might think that Decoded is the final step on their education journey, rather than the first step. It provides a useful primer that the engaged marketer can then delve into. Unfortunately for us all, there are a lot of surface player who would declare mission accomplished at this point.

    If like me, you wanted a follow on read from Decoded, my recommendation would be Phil Graves Consumerology, which I reviewed here. Graves’ work nicely fits in with the discussion Barden had on shopper marketing from an expert in the field.

    You can find out more about Decoded here.

  • The Power Law by Sebastian Mallaby

    The Power Law lays out VC history

    The Power Law: Venture Capital and the Art of Disruption does for the technology venture capital industry what Accidental Empires and Where Wizards Stay Up Late did for the technologists that they financed.

    The Power Law

    About the author Sebastian Mallaby

    Prior to reading The Power Law Mallaby wasn’t a familiar name to me. Looking into his background I could see why, Mallaby is a Washington Post columnist and specialises in international economics for the Council of Foreign Relations. A perfect CV for a policy wonk. His previous works have included a biography of Alan Greenspan, the World Bank and a book on hedge funds.

    What the book doesn’t cover

    The origins of modern venture capital in the pre-second world war era was through the family offices of people like the Wallenbergs and the Rockefellers. The Power Law only picks up the story post-war and has a distinct US bias in its storytelling.

    Synopsis of The Power Law

    George Doriot

    Mallaby starts the story with Georges Frédéric Doriot and the American Research and Development Corporation (ARDC). What’s interesting Doriot is how he was different from today’s VCs with a focus on patriotism. Doriot is most famous for his funding of Digital Equipment Corporation (DEC), an enterprise computer company whose mini-computers facilitated the early internet and many business computer systems. At the time of DEC, the Boston area seriously rivalled the Bay Area as the technology centre.

    Treacherous eight

    As the book goes into the story of Arthur Rock and his relationship with the treacherous eight who left Bill Shockley’s lab, this is where many Silicon Valley histories start to coalesce with The Power Law. Mallaby adds a little more, such as the 600x return that both the eight and Rock enjoyed from their investment. At 96, Rock is still alive at the time of writing. He is more recently remembered for his involvement of firing of Steve Jobs from Apple in 1985, a good deal of this came down to his distaste for Jobs informal appearance.

    Sandhill Road

    Arthur Rock and former Doriot student Bill Draper benefited from being in the right place and at the right time. The US government looked to spur innovation as part of the cold war and the Bay Area was were much of this innovation would happen. Sequoia and Kleiner Perkins followed soon after, these names are now central to the Sandhill Road venture capital ecosystem, but in 1972 they were just starting off with businesses like Atari. Atari wasn’t started by experienced business professionals, but by a twenty something who thought meetings in the hot tub were a good idea. Atari marked a point in time when VCs had to become the adults in room, or as Mallaby put it ‘active investors’.

    What I didn’t realise at the time was how early in Kleiner Perkin’s history was their engagement with biotech pioneer Genentech. I didn’t realise that Genentech was funded before Apple and was more a peer of Tandem Computers. Much of the early networking was based on a two-way door between established venture funded firms that were descendants of the treacherous eight and early venture capital firms that employed experienced executives as partners.

    Apple was notable for two reasons. Firstly, venture capital firms operated for the first time rather like an insurance syndicate with several funding the business rather than one large investor. Secondly, the returns on Apple seems to have solidified the model and bought niche financing to a wider awareness beyond the geographic pockets of the technology industry. Where many books like Accidental Empires would use this as a jumping off point to tell the story of the PC industry. The Power Law instead talks about computer networking, this makes sense if one thinks of Metcalfe’s Law as the power law that matters the most in the internet age. The early east coast venture capital community were more cautious than their west coast counterparts, partly because the east coast technology corridor had less of a loose network of connections compared to the west coast. I think that the different business culture of the east coast also had an effect.

    Connectors

    Doerr connected Cypress Semiconductor and Sun Microsystems, two companies that Kleiner Perkins funded so that they would make the SPARC RISC microprocessor. You could put this as the starting point for the golden age of UNIX servers and workstations – which we can trace forward to today’s Mac range and modern Google servers.

    Doerr had attempted other alliances before and in this way we see a different way how Metcalfe’s Law was the power law of the title. VCs has access to several nodes that they could connect together to try and build a technical vision. This is different to the idea we’re usually sold of the tech visionary / company founder a la the Google founders, Mark Zuckerberg or Steve Jobs.

    Meanwhile Don Valentine of Sequoia Capital usurped the founders of Cisco Systems and brought in a new team to run the business bilking the founders out of much of their money. Part of this was down to one of the original Cisco founders being a woman.

    Government money

    The VC industry of the early 1990s capitalised on government money. Netscape was a remake of Mosiac which was the first graphic internet browser software developed in the NCSA software design group. This was part of the government-funded National Center for Supercomputing Applications (NCSA) at the University of Illinois. UUNET was a commercial ISP based on the back of the ARPANET email delivery system. As the dotcom boom took off it was the largest ISP and the fastest growing. UUNET eventually became part of MCI WorldCom and then Verizon, where UUNET remains a key part of the Verizon business offering. Both Netscape and UUNET were viewed at VC successes but as The Power Law shows, the reality was more complicated.

    Irrational behaviour

    I thought that the original dot.com boom was irrational behaviour, but I learned from the account of GO Computers a decade or so earlier that irrational behaviour is very much in the blood of venture capital, which explains how we had WeWork and Uber in the 2010s which is where The Power Law finishes its tale. The funny thing about the irrational behaviour is that both the dot com era and the 2010s Softbank appear to have been an accelerant with their late stage momentum approach to venture capital deals which blew valuations on businesses up far beyond what would be reasonably expected otherwise. Softbank gave birth to ‘growth equity’ as a business model that took in many existing and new VC businesses including Russian Israeli Yuri Milner and his DST Ventures business which invested in Facebook, Stripe and GroupOn.

    Paul Graham and Peter Thiel

    Paul Graham was a founder of an ad tech business who then moved over to investing and had a reputation for warning startup founders about the nature of VC funding. It fitted neatly into the ‘John Gaunt’ type narrative that played well with some of his peers like Peter Thiel. The impact of these people setting an ideological agenda of sorts for Silicon Valley founders, together with a plethora of other founders providing seed capital to businesses from Google onwards greatly impacted the freedom of VCs to operate using their previous models and left the industry open for the Softbanks of the world to inflate everything.

    China off-note

    The Power Law offers a largely truimphantist view of the role of VCs such as Sequoia Capital in China. However, this seems to ignore the impact of Chinese VC and angel investors. It also chooses to ignore the negative impact of Xi Jingping.

    Conclusion

    Mallaby illuminates part of Silicon Valley history that I wasn’t familiar with, in particular VCs strategic role in steering technological change during the 1990s. Time has somewhat outpaced the book. The rise of Xi Jingping and the change in attitude towards safety and innovation amongst young Chinese is likely to make the China section look overly optimistic. The end of easy money, at least for the time being will impact the VC industry globally and growth equity looks like a folly during the present time. But if you want to understand how things were The Power Law is the ideal book for you.

  • The Dragon and The Snakes

    The Dragon and The Snakes

    David Kilcullen wrote a number of books on the strategic challenges faced by the west in the war on terror. His book The Dragon and The Snakes looks at the challenges that the west faces from China (the dragon), Russia and Iran (the snakes). I was finishing reading this book as the Ukraine | Russia crisis broke this month, dominating the news headlines.

    The Dragon and The Snakes

    Out of the cold war

    The Dragon and The Snakes starts with what shaped the modern world. The modern world was shaped out of the cold war. Western doctrine was defined by meeting a numerically superior force with superior technology. At the time, China and Russia were in dispute over a number of issues. At the chime of Chairman Mao, the death of Stalin and changing posture of the Soviet Union led to a fissure that widened over time. In the cold war was not only a war for influence between capitalism and communism; but also evolved into a war between Soviet communism and Maoist communism. China and Russia both supplied North Vietnam, but China invaded Vietnam partly due to it being more in the Soviet camp than the Chinese camp (this is is somewhat simplifying a multi-causal conflict, but has a truth in it).

    China and US had limited cooperation with regards Russia which was brought in by Nixon’s famous visit to China and the machinations of Henry Kissinger who believed in systems and the ends justifying the means.

    The flat topography of Kuwait and Iraq, together the latest 1980s weapons systems from the cold war made the first gulf war quick and provided an eye-raising demonstration of modern warfare. The campaign was just 42 days long.

    Pivotal moments of change

    Kilcullen goes on to discuss pivotal moments of change for both Russia and China in The Dragon and The Snakes.

    • The first gulf war. China noted that integrated satellite and aerial reconnaissance with associated command and control information systems; full spectrum jamming to ensure battlefield communications superiority; better coordination of naval and ground offensive forces than ever achieved before; highly accurate missile systems; integrated command, control, communications and intelligence for directing the battle. Mechanised units with air support then won the battle. But they also noticed the economics of war were not in favour of technology. Bombers and missiles were dubbed flying mountains of gold and used to attack targets worth less than the weapons system. Secondly more technology meant a shorter weapons system life. Weapons systems average service life went from 30 years to 10 years during the cold war due to technological obsolescence.
    • Kosovo – NATO’s intervention emphasised the nature of modern warfare to Russia. But it also emphasised the threat that the west posed. The Russians have a cultural connection to the Serbians. One incident in particular stuck out: the bombing of the Chinese embassy in Belgrade. The Chinese embassy attack showed a number of things. The bombing of the embassy was a demonstration of precision bombing. Unfortunately it was the right target, wrong building and was the sole CIA designated attack of the war. The CIA gave the military the wrong coordinates for a Yugoslav storage facility, instead they were the coordinates for the embassy
    1. It fuelled Chinese perceptions that the US and west were willing to attack them, this stoked nationalism at home and basically broke the Kissinger-era detente and trust with the US. Thus there was a common view from both Russia and China
    2. China realised that it needed to adapt from being an Asian land army to having an expeditionary component and defending against a likely American led expeditionary force
    3. It reinforced Chinese views about the technological nature of war
    • Russian invasion of Georgia. While the two Chechen wars had been a meat grinder that exhibited many of the Soviet era armies weaknesses and corruption, it was the invasion of Georgia that proved to be the emphasis to professionalise and improve. Russians learned and built doctrine from the experience. Air power had proved vulnerable to relatively cheap MANPADs (man portable air defence systems). Armour disrupted by anti-tank missiles. Neither of which would have been a surprise to students of the Arab Israeli conflicts of the 1960s and 1970s, but were relearned again. Out of this experience sprang a lot of the ideas around hybrid warfare and applying technology to area denial systems in an asymmetric way, from an economic perspective.
    • Afghanistan, Iraq. Both of these wars showed the limits of the western way of war-fighting. Weapons systems became expensive, the west didn’t have the stomach for deaths and insurgents were finding ever new ways of using consumer technology. Google Maps and Google Earth were used for planning, command and control of both terrorists and private military contractors. Consumer drones conducted surveillance and even delivered bombs. All of the western weaknesses were noted, most of all the perceived lack of western will. Afghanistan reinforced views in Russia and China that the west was in an accelerating slope of decline.
    • Ukraine and Syria. Ukraine and Syria have allowed Russia to refine its war fighting techniques from a communications and technological perspective, as well as testing asymmetric techniques and also defending against them.

    Wider parameters of war

    Kilcullen highlights the way hacking, espionage, propaganda, weaponised diaspora, elite capture online crime, organised crime, misinformation, bribery, soft power, sharp power and private military operators mean that we are in a war that western leaders currently refuse to acknowledge. This then further emboldens Russia, China and the likes of Iran and North Korea. It felt strangely prescient that I was reading the book when MI5 issued a security warning about Christine Lee and Russia threatened to invade Ukraine.

    Byzantine outlook

    Disturbingly in The Dragon and The Snakes, Kilcullen thinks that the best way that the west can handle China and Russia is learning from the Byzantine empire’s ability to forestall collapse. This implies a few things:

    1. He doesn’t believe that the west can find its way to effectively combatting China or Russia
    2. He doesn’t believe that western systems of governance will survive
    3. He believes that dragon and the snakes have more durable and effective systems of governance and war

    All of which indicates an increasingly dark dystopian future.

    In The Dragons and The Snakes Kilcullen provides a cogent well-researched and written picture of our current situation. If his work scares the crap out of enough people, we may even get answers to the multitude of problems that he outlines. More on the book here.

  • Freedom by Nathan Law

    I was sent a copy of Freedom as a gift, so I tried to come at the book with an open mind. I wrestled with a number of things reading book, which will come out a bit later on.

    Freedom by Nathan Law with Evan Fowler

    Is Freedom any good?

    Early on this was a question that I was asking myself. Freedom clearly wasn’t a book with someone like me in mind. I have read a number of the China and Hong Kong books out there, kept up with the latest thinking and for a time lived in the city.

    I could see that the book might be written for others as a primer. It is a swift tour through Mr Law’s own story, the resurgent nature of China across as an authoritarian state. China’s power projection beyond its borders and the nature of authoritarianism in general. He also tells the story from his perspective of the Hong Kong protests.

    The reality is that in this ambition for Freedom, Law and Fowler have squeezed the territory of at least half a dozen books into one slim paperback.

    Mr Law’s own story

    Mr Law’s own story mirrors that of previous generations of Hong Kongers. His father escaped from the mainland and brought his wife and son across. The honesty of Mr Law’s story comes through his own admission of how few memories he had of life before Hong Kong. His concern about China at this time is more from the life of his parents. He only really remembers the sun on his back and hugging his Mum on her bicycle. He relies on the struggle of his parents in China, during and after the cultural revolution to tell the story of an authoritarian state.

    Hong Kong like Shenzhen is a city of immigrants. Chinese people from Guangdong, Fujian and Shanghai have moved to the city over the decades in waves. As an immigrant child Mr Law is an everyman Hong Konger.

    Two other aspects of Law’s story struck me. The first was the honesty with which he talked about not wanting to engage with the 2019 protests at first as he was going to Yale on a full scholarship.

    The second was the way he talked about the horror of a custodial sentence. I have no desire to go to jail, but about a third of the UK population has a criminal record. It isn’t quite the ‘mark of Cain’ that it seems to be in Hong Kong. That says a lot about the kind of society that Hong Kong is.

    The nature of China

    I think other people have done a better job of talking about the nature of the Chinese government, in particular its approach to governance and foreign policy. Mr Law just can’t cover the ground needed in Freedom, he doesn’t have the space. I will include a list of recommended material on China at the end of this post.

    The Hong Kong protests

    The main thing that struck me about Mr Law’s account of the Hong Kong protests is a sense of restraint in the telling. He pulls his punches and allows the reader to draw their own conclusions, or do their own research. This is especially apparent with Mr Law’s description of the Yuen Long incident.

    If you want the general gist of the Yuen Long incident, there was a good documentary that the Hong Kong government clamped down on called 7.21 Who Owns the Truth? produced by Yuk-Ling ‘Bao’ Choy

    Tone of voice

    I was trying to put my finger on the tone of voice in Freedom. What did it remind me of? Eventually I realised that it reminded me of the kind of content I had read previously by the likes of think tanks like Demos during the New Labour era. So far the Hong Kong protestors have managed to engage and activate right of centre politicians across Europe, the US and the UK. But more progressive voices aren’t engaging with the situation in Hong Kong. I took this book as an attempt to reach out to the wonks in this camp. Activists like Mr Law would need to create receptivity in the the people who work for progressive politicians before they can engage with the politicians themselves.

    Hence the primer approach, so that these people would delve further into China. You can find out more about Freedom by Nathan Law with Evan Fowler here.

    Other recommended reading to get you started

    Hidden Hand by Clive Hamilton & Mareike Ohlberg

    Chinese communist espionage by Peter Mattis with Matthew Brazil

    The Dragon and The Snakes by David Kilcullen

    Prisoner of The State by Zhao Ziyang

    Red Roulette by Desmond Shum

    City of Protest by Antony Dapiran

    Rebel City by Jeffie Lam