Category: technology | 技術 | 기술 | テクノロジー

It’s hard to explain to someone who didn’t live through it how transformation technology has been. When I was a child a computer was something mysterious. My Dad has managed to work his way up from the shop floor of the shipyard where he worked and into the planning office.

One evening he broad home some computer paper. I was fascinated by the the way the paper hinged on perforations and had tear off side edges that allowed it to be pulled through the printer with plastic sprockets connecting through holes in the paper.

My Dad used to compile and print off work orders using an ICL mainframe computer that was timeshared by all the shipyards that were part of British Shipbuilders.

I used the paper for years for notes and my childhood drawings. It didn’t make me a computer whiz. I never had a computer when I was at school. My school didn’t have a computer lab. I got to use Windows machines a few times in a regional computer labs. I still use what I learned in Excel spreadsheets now.

My experience with computers started with work and eventually bought my own secondhand Mac. Cut and paste completely changed the way I wrote. I got to use internal email working for Corning and internet connectivity when I went to university. One of my friends had a CompuServe account and I was there when he first met his Mexican wife on an online chatroom, years before Tinder.

Leaving college I set up a Yahoo! email address. I only needed to check my email address once a week, which was fortunate as internet access was expensive. I used to go to Liverpool’s cyber cafe with a friend every Saturday and showed him how to use the internet. I would bring any messages that I needed to send pre-written on a floppy disk that also held my CV.

That is a world away from the technology we enjoy now, where we are enveloped by smartphones and constant connectivity. In some ways the rate of change feels as if it has slowed down compared to the last few decades.

  • The Apple – Qualcomm deal post

    The Apple and Qualcomm deal ceased legal hostilities and lots of people have kicked around theories. But no one seems to definitively know what happened. And what the implications are for Apple.

    • If Apple was on such a sticky wicket, why didn’t it make a deal with Qualcomm earlier? A judge had asked them to sit down right at the beginning and they got nowhere
    • Did Intel explain to Apple that it wasn’t going to hit its engineering targets on the 5G modem (a la IBM and the PowerPCs that used to power Macs)? Or did Apple cut Intel off at the knees?
    • What does this all mean for Intel processors and components in Macs? From CPUs to USB C connectivity Apple is dependent on Intel. Even if Apple decided to move to an ARM architecture they would still likely need Intel foundries and connectivity processors. Before you talk about the Mac now being a small part of the business. Consider what mobile apps and even the iOS is developed upon. Secondly a Mac user is far more likely to be an iPhone, iPad, Apple Watch and Apple TV customer
    • From a functional handset perspective I am not convinced about the benefit of 5G. But from a marketing perspective it could be very damaging to Apple eventually. How far behind would Apple developing a new 5G solution from scratch be? It would be reasonable to expect for Qualcomm to service other clients first and then only put under performing engineers on Apple as a punishment duty. Given that Qualcomm laid off engineering teams, engineers may only work on Apple grudgingly. Is it even viable for Apple to bother with 5G iPhone? If we look at history, the Qualcomm – Nokia IP deal was the beginning of the end for the Nokia handset business in 2007. Apple might lose money up front, but it would save on the kind of value destruction Nokia went through
    • What is the state of Apple’s relationships with the rest of its supply chain and can it expect a kicking?
    • Whilst mobile carriers wouldn’t be happy to have a single OS eco-system in smartphones, they’ve had zero success in championing other platforms (BlackBerry, Windows Mobile, WebOS and SailfishOS). All of this would make them even more beholden to Google. So would an alternative OS’ spring up to fill the iPhone gap?
    • Can Qualcomm use this to try and smother antitrust investigations outside the US?


  • What Happened by Hilary Clinton

    I just had a chance to read What Happened am glad that I didn’t pay good money for this book. I found it both insightful and disappointing in equal measures. Clinton conveys her emotion really well. She also deeply loves power and policy. I don’t mean that in a megalomaniac way; but in a deep love of the job. The emotional release in the writing lacked the kind of intellectual rigour and analysis that she could, but didn’t apply in this book. Clinton is still mystified why she didn’t resonate with Americans.

    The sub-text is that it wasn’t her fault she lost to Trump but ‘them’ for disliking her and winning. It felt as if Clinton was writing for insiders.

    What Happened

    I am sure What Happened would resonate well with:

    • The writing team of The West Wing. If the show got a reboot, this book might be a good choice for tone of voice. I’ve worked with a lot of centre right and progessive public affairs people. They all loved The West Wing. It seems that Clinton does too
    • Political wonks with a centerist stance
    • True Clinton believers

    My guess this is partly why my initial reaction is that What Happened was the equivalent of a commemorative programme. She vigorously name checks everyone involved. (I am sure that they’ll buy a couple of copies, in a similar way to selling a high school year book.) Much of her ‘mistakes’ are turned into sins that her opponents or the media clickbait business model. Clinton tries to justify things in the book a bit like the late Paul Allen’s biography Idea Man. Her justification is sometimes dressed up as introspection.

    The first part of the book is about coping with grief. One gets the sense of how losing the presidential election was like a death in the family for Clinton and her supporters.

    Clinton tries to lead by example to give hope to the middle and right of the Democratic Party that she represented.

    Clinton is right about the fallacy of storytelling which provides easy closure for the media and voters. It doesn’t however provide the colour required for serious stories. This was the reason why Italian spaghetti westerns felt more authentic than Hollywood.

    She is right that fear identity politics and manufactured legislation gridlock favours small government parties over ‘big government’ parties.

    Clinton seems to think that more of the same of her brand of progressive politics is the answer. This seems a world away from the current Democratic Party direction.

    Clinton differentiates her stance of listening, rather than Trump’s grandstanding. What also becomes apparent is that Clinton needed to ‘reconnect’ with the public, whereas Trump had the pulse of the zeitgeist. Clinton seemed to have a lack of awareness on this.

    Her description of her marketing machine being constructed was interesting. Yet there was other curiously analogue examples of insight. Clinton wants to see how a progessive Democratic candidate will do in the Ozarks. They contact a trusted advisor in the area. He recommends reaching out of a country store owner in the middle of the constituency. The man fed back on how identity politics and government inaction will see the seat go Republican.

    Clinton doesn’t seem to take on board how emotion was so important. Secondly, Clinton thought that the togetherness platitudes would not come across as more of the same.

    She wants to make sure that you realise data was an early focus on her campaign, but . Clinton praises her team and throws her 2008 team under the bus.

    To quote an old advertising maxim:

    To sell something surprising, make it familiar; and to sell something familiar, make it surprising

    Raymond Loewy

    Clinton got this in terms of her visual branding (her appearance) she made her gender as a candidate familiar through her consistent trouser suit uniform, but failed to grasp it in terms of the wider policy approach. She was selling the familiar but failed to make it surprising.

    Her description of her daily life tries to imply, ‘I am just like middle-class people you’. But the problem is; middle class people have the time to read four daily papers, or have a residence manager to curate reading materials. Clinton admits that neither her or Bill had nipped to the store for an emergency bottle of milk, since there has always been people helping out since Bill was first appointed Arkansas state governor.

    The team’s diet of hot sauce with everything, protein bars and canned salmon is given a good deal of coverage. Artisanal food fetishised in the copy is again middle class virtue signalling. There was no Red Bull, no pizza.

    Clinton goes deep into each activity explaining what it feels like to go through things like media training and debate preparation.

    It was interesting that the selfie had risen to prominence in Clinton’s election campaigning, compared to her last serious run in 2008. She nails it when she talks about how it limits connection between the politician and the people, eating into brief talk time.

    Clinton also does some interesting thinking about what future policy making should look like and how it should be merchandised – as what creative marketers would call ‘the big idea’. Citizens don’t read policy papers, but they remember big, audacious simple things they can grok.

  • Is Brexit bad for Europe + more

    Judy Asks: Is Brexit Bad for Europe? – Carnegie Europe – Carnegie Endowment for International Peace – interesting take on Brexit from a US perspective. Is Brexit bad for Europe focuses on the EUs role on the world stage including regional and global security. According to my reading of Is Brexit bad for Europe there looks to be opportunities to grow in defence research and development and upgrade the economic performance of the EUs smaller nations.

    5G Deployment State of Play in Europe, USA and Asia | European Parliament ITRE Committee – interesting snapshot on 5G adoption across the EU (PDF)

    Microsoft worked with Chinese military university on artificial intelligence | Financial Times – US worried about dual use of the technology (paywall)

    Toyota will put Tundra, Tacoma trucks on a single platform, report says – Roadshow – interesting that Toyota is embracing the Volkswagen Group approach to vehicle engineering. I didn’t realise that Toyota no longer sells the Hilux in the US, apparently its because it isn’t big enough

    Panda TV’s demise makes way for gaming giant Tencent to dominate live streaming too | SCMP – China’s Twitch goes under, leaving Tencent to dominate live streaming too. This reinforces the oligarchy running China’s online sector from financial services and e-tailing to gaming and media

    DJ Craze: “Sync is your friend… embrace technology” – News – Mixmag – wow, controversial. This is the reformation of the DJ world. The problem with these things is that once people know the button is there new DJs will skip the valuable learning process of beat mixing

    Facebook ‘morally bankrupt pathological liars’, says NZ privacy commissioner – AdNews – 5 I’s pattern starting to emerge on Facebook. You take this stance with the UK’s proposal to treat social networks as publishers and Australia’s daft views on crypto. There are lots of reasons to criticise Facebook, but this isn’t one of them. Instead its cynical pandering to the populist political peanut gallery. More related content here.

  • Automata Eve launch

    Automata Eve launched the other week and I got to go along to their headquarters just off the Pentonville Road to find out more.

    Untitled

    Automata Eve first impressions

    At £5,000, the Automata Eve sits at a weird place in robot manufacture. It’s an expensive hobby device or a lightweight industrial product. Automata freely admitted that they sit somewhere between the £1,500 hobbyist kits and starter industrial models that are £20,000+ excluding arm tools, programmable control units and everything else required.

    Automata Eve human friendly product design reminded me a bit of early Apple Macs. Their very product design sophistication made them look like ‘toys’ in the eyes of IT departments. Automata’s Eve is an equally polished appliance as robot and it might take a bit more effort to have it taken seriously in light industrial roles.

    Eve even has a lopsided Picasso-esque face with two buttons on the top of the arm in a vertical manner.

    Untitled

    Maybe it needs a different colour palette of heavy plant yellow or yellow and black diagonal stripes better telegraph its industrial credentials.

    The shadow of Brexit

    Brexit afflicted sectors such as food preparation seem to be some of the people who have started to explore using Automata and rivals already. The companies realise that it will hard to get further workers from the likes of Stoke on Trent or Sunderland working on sandwich production lines. Robots are part of their plans to replace labour who decide to leave the UK. Automata assemble their robots in the UK, but their supply chain partners are half way around the world in Asia.

    Pain is the mother of invention

    The founders story reminded me a lot of the way that machine learning projects have historically been sold into clients by creative, digital and advertising agencies.

    They used to work for Zaha Hadid Architects and had used algorithmic design. This gave Hadid’s work abstract yet organic lines. So when they were looking to use a series of interlocking panels, they expected that these could be mass-made and bent by robotics.

    A bit like strategy and client services teams in agencies they over-estimated the capability of technology; in their case industrial robotics.

    That plan didn’t go too well. Which got them interested in why there weren’t light industrial robotics. A good number of years later and the Automata Eve was born.

    Industry robotics industry structure

    What really surprised me was how industrial robots essentially use the same components and innovation tends to happen in the software instead. For instance industrial robots use a compact way of strain wave gearing.

    Only a few companies make the components. This means that the industry is very horizontally structured like the PC or smartphone industries relationship between processor and software manufacturers.

    Robots are already accurate enough to get rid of workers who don’t care

    One of the case studies used in the presentation was about an industrial electronics company who replaced a human work station that did some pretty basic soldering.

    For reasons that one could assume to be a lack of work ethic. By contrast Foxconn, seems to have failed in its efforts of using robots for smartphone assembly. The reason is that they require a high degree of dexterity, rather like a watch maker. Robots still struggle with very accurate placement, but a lot of low volume manufacturing tasks don’t necessarily need the same level of accuracy.

  • Qualcomm smart speaker platform + more

    Qualcomm smart speaker platform for AI-enabled devices – Business Insider – will Qualcomm attract the same developer community as Amazon’s Alexa has? The Qualcomm smart speaker platform will find it hard to get audiences wanting high quality audio as Apple found out with the first generation HomePod. It won’t only be Qualcomm chips that boost the cost but the complete component chain

    Google is making antitrust concessions in Europe – Business Insider – reminds me a lot of the European settlement that Microsoft made with the EU that then facilitated the popularity of Firefox (and Chrome)

    The New Zealand shooter finds support in Islamophobic corners of China’s internet — Quartzmany comments reflected the view that the shooting was a by-product of the West’s excessive political correctness, a perspective that has found increasing support on China’s internet in recent years as part of what’s known as the baizuo, or “white left” movement, a derogatory term used to describe Western progressives that is roughly analogous to the term “social justice warrior.”

    Google Stadia is a Net Neutrality Nightmare – Varietythe numerous unknowns and uncertainties of Stadia, from pricing to game library to concerns over internet latency and speed requirements, what’s truly disconcerting is the unspoken assumption that forgoing hardware is a net positive for consumers and creators alike. Ultimately, the adult in all of us is sick of having to repurchase video game boxes just to keep up (at least, I am). But if a PC is like a puppy in how it brings you some kind of joy or entertainment, you have to ask yourself one question. Would you rent a puppy?

    MoviePass co-founder’s new app rewards you with movie tickets for watching ads | BGR – how many ads would you have to watch and what kind of personal information is being used in targeting? Also what kind of incentives does this set up and is that the kind of demographic an advertiser wants to reach?

    APAC accounts for less than 15% of revenue for holding companies, says R3 – really interesting, especially when I remember Sir Martin (Sorrell) saying at Stream Asia a number of years ago that APAC had more WPP employees than Europe in his state of the union type speech

    The 2019 Lincoln Nautilus | Morning Run :60 | Lincoln – YouTube – interesting ad how Ford’s Lincoln brand is trying to associate the in-car information with the utility (in fitness terms at least) with wearable tech

    Why I’m Swapping My iPhone for an Alarm Clock From 1939 – WSJ – focused design rather than convergence (paywall)

    ThoughtfulGiftCards.com – Is It a Scam, or Just Shady Marketing? | JoAnna Wahlund – interesting marketing tactic / social engineering – I respect the thinking, if not the use that it was put to

    Can a Facebook Post Make Your Insurance Cost More? – WSJ – in Wadds book Brand Vandals I warned that this was inevitable. Seven years later and its now an issue

    Swiss Watchmakers Say Slowing Growth in China Won’t Hurt Sales | News & Analysis | BoF – Switzerland’s watch industry is going through a period of profound change, notably in distribution, as brands focus on developing their own boutiques — brick and mortar or online — while reducing their network of third-party retailers

    Amazon Beauty: Who Is Selling What? An Exclusive Analysis of Over 200,000 Beauty and Personal Care Listings on Amazon.com | Coreinsight – interesting read (PDF) particularly in light of Amazon Kicks Off Spring with the Launch of Belei, its First Dedicated Skincare Line | Amazon.com, Inc. – Press Room – 12 products including moisturisers, serums, eye cream, spot treatments and more

    Most Amazon Brands Are Duds, Not Disrupters, Study Finds – Bloomberg – but then most new consumer product launches are duds

    How Baselworld Can Establish its Relevance Once More | Luxury Society – interesting case study from the Digital Luxury Group. More luxury-related posts here.

    Why “Drop” Retail Is the Future of Luxury Sales in China“Drops have been popular in China because consumers want to feel that brands are making an effort to design or offer product specifically for them and drop retailing gives brands the opportunity to show that they are focused on doing something special specifically for China”

    Luxury Marketers Can no Longer View Chinese Consumers as a Monolith | Luxury Society – they shouldn’t have ever viewed Chinese consumers as a monolith in the first place

    Walmart Builds a Secret Weapon to Battle Amazon for Retail’s Future – WSJ – (paywall)

    US Army applying new areas of math | John D Cook – expect homotopy type theory (HoTT) to be the new machine learning in a few years

    China’s middle class stress over debt payments as unemployment hits two-year high | SCMP – only a matter of time before this happened due to overheated property market and slowing economic growth