Category: telecoms | 電信 | 통신 | テレコム

I thought about telecoms as a way to talk about communications networks that were not wireless. These networks could be traditional POTS (plain old telecoms systems), packet switched networks including ethernet or some hybrid of the two.

I started my agency career working during the dot com era. What was happening in the broader technology space was one wave of technology cresting, while another one rose.

In the cresting space was:

Enterprise software (supply chain software, financial systems, database software, middleware software tools).

NIC cards (network interface cards, a way of getting your computer to be able to communicate with an ethernet network. It was a little circuit board that connected on to the mother board and allowed.

Mainframe and  mini-computers. It was around about this time that company owned data centres peaked.

In the rising wave was:

Servers –

  1. Unix servers and workstation grade computers were what hosted the first generation of websites. Names that did particularly well were Sun Microsystems (now part of Oracle) and Silicon Graphics Inc. (SGI). Sun Microsystems ran everything from investment banking models to telecoms billing systems. It’s hardware and software made great web servers. SGI was facing a crisis in its core market of 3D modelling due to Moore’s Law, but its operating systems was still very powerful. They managed to get some work as servers because people had them around in creative agencies.
  2. You also had a new range of servers on the low end. A mix of new suppliers like Cobalt Networks and VA Linux, together with existing companies like Dell who were offering Linux and Windows web servers that were really repackaged local area network file servers.

Enterprise information management software. The web posted its own problems for content management and publishing and companies like Captiva and Open Text rushed in to plug the gap.

Traditional vendors like HP and IBM rushed into provide a mix of software and hardware based solutions including e-business by IBM, which morphed into ‘Smarter Planet’

Telecoms companies – two things happened.

  1. Phone services were deregulated opening up former state owned incumbents to competition in fixed line and mobile telephony
  2. Data services really started to take off. Multinational companies like Shell looked to have a global data network for routing their calls over, so in many respects they looked like their own telecoms company. Then those data networks started to become of interest to the nascent internet providers as well. Mobile data started to gain traction around about the time of the dot com bust

So it made sense that I started to think about telecoms in a wide but wired sense, as it even impacts wireless as a backhaul infrastructure. Whether this is wi-fi into your home router or a 5G wireless network connecting to a fibre optic core network.

  • 8964 museum + more news

    8964 museum

    六四記憶‧人權博物館 8964 Museum – 8964 Museum is a site ran from outside Hong Kong that acts a memorial for events running up to the June 4th 1989 protests in Beijing’s Tiananmen Square. The 8964 museum site was originally built predominantly for a local Chinese audience in Hong Kong. The reason why its 8964 is because Chinese language is quite logical about structure. You go big to small, hence June 4th, 1989 is 4/6/89 in the UK and 8964 in Chinese. The 8964 Museum is a really nice piece of web design. The 8964 Museum goes back and shows the history of China from the founding of the People’ Republic through the 1989 student and worker’s protests and beyond. The 8964 museum is now blocked in Hong Kong.

    Beauty

    Unilever invites startups to partner through Positive Beauty Growth Platform | Unilever global company website – interesting Unilever Foundry concept aligned around ‘positive beauty’

    Business

    China’s Supreme People’s Court has Ruled against Apple, allowing a lawsuit to Proceed on Antitrust Grounds – Patently Applethe decision by China’s top court to allow the lawsuit to be considered by the Shanghai court could signal more trouble ahead for Apple in China, which now accounts for a fifth of its iPhone sales. Wang Qiongfei, Jin’s attorney, told the South China Morning Post in a telephone interview that a hearing is expected to take place in Shanghai next January. You Yunting, a senior partner at Shanghai Debund Law Firm, said that the top court’s ruling could have a far-reaching impact. “I think this case has established a new principle namely that antitrust cases are also rights infringement cases and thus can be adjudicated by local courts.”

    China Wields New Legal Weapon to Fight Claims of Intellectual Property Theft – WSJChinese courts granted so-called anti-suit injunctions blocking foreign companies from taking legal action anywhere in the world to protect their trade secrets…At Xiaomi’s request, a Chinese court in Wuhan issued an injunction barring InterDigital from pursuing its case against Xiaomi—in China or anywhere else. If InterDigital persisted, the Chinese court said, it would face fines equivalent to roughly $1 million a week.To trade lawyers and others who have tangled with Chinese companies over intellectual property, the InterDigital case is the latest sign of how China disregards the patents, copyrights and trade secrets of foreign companies

    Revealed: Bribery in advertising pitches is pervasive in APAC | Campaign Asia – I wonder if this is skewed to certain markets?

    China to block ‘core’ industrial, telecoms data from leaving the country | South China Morning Post – interesting, this could decouple everything from supply chains to billing systems and also make stocks even more opaque

    Global supply chains at risk of collapse, warn business leaders | Financial Times – the disparity between UK and US trucking problems is striking

    China

    Why China Is Alienating the World | Foreign Affairseven more striking than the backlash against China has been the country’s inability to recalibrate. Beijing’s response to the rapid deterioration in ties with Canberra was to confront Australia with a list of demands that it said were prerequisites for improving relations. China’s leaders have also repeatedly stressed that any improvement in relations with the United States must begin with concessions from Washington and issued Deputy Secretary of State Wendy Sherman a similar list of demands when she visited Tianjin in July. Officials in Washington have begun to see Beijing’s inability to shift course as an advantage in the emerging competition between the two countries – less an inability than no desire, this is more about culture. I was reminded of Huawei’s ‘shut up‘ incident a number of years ago

    Goldman Sachs was poised to triumph in China. What happened? | Financial Times 

    Consumer behaviour

    Conscientious Korean consumers demand the full package | Campaign Asia“Now more than ever, consumers are evaluating brands across multiple dimensions of functionality, personal relevance and collective contribution,” Mali Wuestenhagen, senior media director at Essence Korea, told Campaign Asia-Pacific. “The term ‘meaningful brands’ is gaining increasing importance. Consumers are looking for unique brand experiences, and not just product and service excellence. To connect with consumers on a deeper emotional level, brands’ values need to resonate strongly with consumers. Brand authenticity and brand responsibility are equally important factors in driving positive consumer sentiment.”COVID affected brand relevance

    Project MUSE – Perceptual Divided Leviathan and the Modes of Political Participation in Chinacitizens’ varying degrees of participation across a range of political activities. It considers the perceived Chinese divided leviathan as a crucial cognitive shortcut for ordinary citizens to assess the uncertain activism environment, estimate the relative costs and benefits of different political activities, and strategize their participation portfolios. Using nationally representative survey data, the article exploits latent class analysis to uncover four distinct mass participatory modes—outsiders, conventionals, agitators, and activists—and examines the impact of perceptual government trustworthiness and integrity on modal transition. The empirical results reveal that citizens’ perceptions of a division between the central and local government affect their choice of participatory activities but not their overall participation levels: people who perceive a greater integrity division tend to engage the state in an agitative and contentious mode, and are less likely to do so in an institutionalized, conventional mode

    Gender and Sexuality – CHINESE RELIGIOUS LIFE – really interesting article for anyone looking at China consumer behaviour in terms of foundations

    Did Communism Smash the Patriarchy?In China, the government has maintained a monopoly of violence, rule of law and public trust. Men needn’t present as thuggish. But progress towards gender equality is still held back through the suppression of civil society. Taiwan and South Korea demonstrate what women can achieve when economic development is combined with democratisation and feminist activism. As Taiwanese women amassed wealth, status, and networks, they organised politically. Feminist lobbying secured gender quotas. Twice-elected Tsai Ing-wen now presides over a legislature that is 42% female. With strong female representation, the Government of Taiwan has strongly entrenched protections for women’s rights, criminalising sexual harassment. In South Korea independent civil society and religious groups were never fully suppressed under the military dictatorship. Anti-government coalitions of workers, students, priests, intellectuals, and farmers gained strength over the 1970s and 80s. South Koreans have now consolidated democratisation, on par with the UK!!  South Korea’s strong civil society laid the foundations for today’s feminist activism. 340 women’s organisations, labour unions and NGOs launched ‘Citizens’ Action with MeToo & campaigned ‘With You’. Recognising their collective strength and successes, women increasingly agitate for accountability. In 2018, 20,000 women marched against spy-cams (up-skirt and hidden cameras in loos) and revenge porn (which is then circulated online). This led to more government attention, a ministerial committee, and more police investigations. China lags behind, with the weakest protections against gender based violence. – things will get worse when the government has to come up with inventive ways to make the 3 child policy work

    Design

    BA06 – G-Class Governmental Business – I could totally see this screwing with the Ineos Grenadier

    Open Architecture: The husband-and-wife design duo redefining China’s cultural landscape – CNN Style – Beijing-based practice Open Architecture, are responsible for some of the last decade’s most thought-provoking Chinese arts destinations. Best known for transforming a series of aviation fuel tanks into a popular riverside gallery in Shanghai, the pair’s understated theaters and performance spaces offer a welcome dose of subtlety in a country with skylines all too often blighted by bold statements. “It’s about making a dialogue between us, as humanity, and nature,” Li said in a video interview.

    Economics

    Harper’s Magazine – Unmade in America — Open Markets Institute – America’s manufacturers spent those same happy years shifting many basic operations right off their factory floors. And by this I don’t mean simply offshore but right out of the company, along with the responsibility to make sure their world-spanning assembly lines always run right. Like Enron, our manufacturers did so largely to pump up the value of their stocks. And, like Enron, they will probably get to watch one day as their empty edifices collapse. Unlike Enron, however, this crash may bring down a lot more with it than one or a few companies. The global assembly lines that manufacturers such as Dell, Ford, Motorola, and Intel have so expertly engineered these last few years—in which, say, a single semiconductor might be cut from a wafer in Taiwan, assembled in the Philippines, tested in China, fit into a subcomponent in Malaysia, plugged into a component in Brazil, and loaded with a program designed in India—are just as audaciously complicated as any of Enron’s financial schemes. Yet because manufactured goods are so much less fungible than money, these systems are vastly more vulnerable to the mysterious mutterings of God or the deliberate hand of man and state – this was written back in 2002

    Hidden Performance: Salary History Bans and Gender Pay Gap by Jesse Davis, Paige Ouimet, Xinxin Wang :: SSRNAs of 2019, salary history bans have been enacted by 17 states and Puerto Rico with the stated purpose of reducing the gender pay gap. We argue that salary history bans may negatively affect wages as employers lose an informative signal of worker productivity. We empirically evaluate these laws using a large panel dataset of disaggregated wages covering all public sector employees in 36 states and find, on average, salary history bans lead to a 3% decrease in new hire wages. We find no decrease in the gender pay gap in the full sample and a modest 1.5% increase in the relative wages of women, as compared to men, among new hires most likely to have experienced gender discrimination historically.

    Ethics

    Apple’s fortress of secrecy is crumbling from the inside – The Verge – on Apple’s culture – executives make decisions about how the company will function, and employees either fall in line or leave. What choice do they have? Apple is currently worth $2 trillion, making it the most valuable company in the world, as well as one of the most powerful. Over the past few months, however, that culture has started to erode. As workers across the tech industry advocate for more power, Apple’s top-down management seems more out of touch than ever before. Now, a growing number of employees are organizing internally for change and speaking out about working conditions on Twitter.  “There’s a shift in the balance of power going on here,” says Jason Snell, the former editor of Macworld, who’s been covering Apple since the 1990s. “Not everyone is afraid that their boss at Apple is going to fire them. They’re saying, ‘I’m going to say some bad things about Apple, and if you move against me, it’s going to look bad for you.’”

    Murky waters: What next for the AUKUS nations and their allies? — 9DASHLINE – The development of global financial architecture in recent decades has transformed the transnational arena such that the old rules don’t necessarily apply. As the AUKUS announcement was being made, Russia’s political opposition was being undermined by groups including Google and Apple, who removed tactical voting apps for the country’s election. As attention in the US turns to the implications of growing Chinese power, the Chinese Embassy there can depend on Squire Patton Boggs, a lobbying firm in its pay. Included on the firm’s roster is the retired speaker of the House and one of the best-connected politicians in the US, John Boehner. Chinese leaders themselves are supported by a cast of western enablers who help secure their substantial fortunes offshore, most frequently in the British Virgin Islands

    Hong Kong

    Hong Kong schools lose 81 Primary One classes as wave of emigration saps student population | South China Morning Post 

    Hong Kong faces worst quarter for stock listings since pandemic | Financial Times – interesting that financial institutions bet that HK would be the new favoured market for IPOs hasn’t paid off

    How to

    Kibbles & Bytes #1171:The Plug Is Mightier Than the Puck: Wireless Charging Is Wildly Inefficient, Need to Share Files Securely? Try Password-Protected ZIP Archives – great points on wireless charging versus plug-in charging

    Ideas

    Regime Change #2: A plea to Silicon Valley – start a project NOW to write the plan for the next GOP candidate – by Dominic Cummings – this looks like Domnic Cummings is writing himself a job description and hopes that someone will employ him to do it.

    Innovation

    Dry Ice Detailing Cleans Car Back to Factory Condition Without Water | Business Insider – this was a very specialist thing used on classic and supercars, interesting to see it be mainstreamed

    Luxury

    LinkedIn Global Head of Luxury: “Audiences Are Looking For More Storytelling From Brands.” – ‘In the five years since Tatiana Dupond joined LinkedIn, the social media platform has become a key destination for luxury brands to communicate their messaging to its highly engaged audience. She speaks to Luxury Society about how brands can further the experience for their followers through richer storytelling and more meaningful content.’

    The Deep-Dive: The Luxury Market Is Rebounding. Will It Last? | Luxury Society – Louis Vuitton, Chanel, Cartier and Hermès, to name but a few, have all seen a rise in brand desirability, according to data compiled by DLG, which found that Google searches for the brands have grown by 15 percent, 11 percent, 39 percent and 21 percent respectively, from January 2021 to June 2021, compared to a year earlier.

    TELFAR.TV – rather than write my take here’s Matt Muir’s: – this is an interesting bit of marketing from them, which is in part MEDIA EMPIRE stuff and in part a smart way of stopping bots from snapping up new stock for the resale market. Telfar TV is an online stream of…stuff, the gimmick being that it’s like public access cable insofar as anyone can submit video to be featured on the platform. Among the UGC stuff (I have only seen a couple of things and they are…I mean, look, let’s just say there was a STRONG AESTHETIC and if I were more inclined to look at video art then maybe I would have appreciated it more) will be scattered occasional QR codes which act as gateways to buy limited merch drops, in smart, bot-proof style. This is a super-interesting idea, which will almost certainly die a death based on a lack of people submitting content – I would add that they could also raid the internet archive for filler video content….

    Media

    New Bond Can’t Take On Beijing’s Supervillains | Foreign Policy 

    Adam Curtis: Social media is a scam | IdlerI’ve always thought John Le Carré did spies a great service because he made it seem as if there were endless depths of mystery and darkness when in fact, if you’ve ever researched the spies, they are (a) boring and (b) useless. I mean really, really useless. I researched MI5 once and they hardly ever manage to capture any traitors… it’s usually someone else who points them in the right direction. And in a way I think that’s true of this. The tech companies are powerful in the sense that they’ve got hold of the internet, which people like me think could be a really powerful thing for changing the world and disseminating new ideas, and they’ve got it in this rigid headlock. To do that, they’ve conned everyone into thinking that their advertising is worth it. And in the process, they’re destroying journalism – I would disagree with some of Curtis’ assertions but this feels right in terms of how they’re seen in terms of policy wonks now

    Facebook Views Preteens as ‘Untapped’ Wealth, Documents Show | Gizmodo – actually says valuable audience. Interesting that they were focusing on playdates as a possible media moment

    Retailing

    Shein exemplifies a new style of Chinese multinational | The EconomistXu Yangtian had none of their tailoring experience when he founded Shein (pronounced she-in) in 2008. Instead, the creator of the fashion world’s latest sensation was a specialist in search-engine optimisation. This expertise helped Mr Xu gain an understanding of how to draw shoppers’ attention in the digital world. And he has understood this very well indeed, bringing to an audience of rapt Western fashionistas a Chinese style of “social commerce”, which combines social media with online shopping. Add in a revolutionary approach to manufacturing and the results have been spectacular. In 2019 Shein’s gross merchandise volume (GMV), e-commerce groups’ preferred measure of total sales on their platforms, was $2.3bn, estimates to Zheshang Securities, a Chinese broker. This year it is forecast to surpass $20bn. By 2022 analysts expect Shein’s GMV to overtake Zara’s revenues. In May Shein was the most downloaded shopping app in America, overtaking Amazon

    Security

    C.I.A. Admits to Losing Informants – The New York Times – blames over optimism about their own abilities, under-estimating opponent intelligence services and over-optimism. What’s in the back of my mind is how much their electronic networks are compromised and how many are now double agents

    US has already lost AI fight to China, says ex-Pentagon software chief | Financial Times – blamed the reluctance of Google to work with the US defence department on AI, and extensive debates over AI ethics for slowing the US down. By contrast, he said Chinese companies are obliged to work with Beijing, and were making “massive investment” into AI without regard to ethics. Chaillan said he plans to testify to Congress about the Chinese cyber threat to US supremacy, including in classified briefings, over the coming weeks. He acknowledged the US still outspends China by three times on defence, but said the extra cash was immaterial because US procurement costs were so high and spent in the wrong areas, while bureaucracy and overregulation stood in the way of much-needed change at the Pentagon

    The entirety of Twitch has reportedly been leaked | VGC 

    GCHQ chief: Facebook is a worry but China is the real internet danger 

    The west sees China as a ‘threat’, not as a real place, with real people | The Guardian – Nazi Germany and the Soviet Union were both real places with real people

    Technology

    Study: Despite uptick in telehealth use, patient satisfaction sags – News – MM+M – Medical Marketing and Media – Learning more about unsatisfied patients can help healthcare marketers tailor efforts to reach them more effectively. To that end, the survey found that the industry provided uneven care to patients, with those deemed higher-risk – ones who self-reported their health as fair or poor – having lower satisfaction with telehealth offerings than people who self-reported their health as excellent.In addition, patients in better health were more likely to better understand information conveyed during telehealth visits and characterize these visits as more personalized.“The onus is on the telehealth industry to understand the analytics behind who these members are, and what sort of level of services they need that can be tailored to their healthcare conditions,” Beem said. – I wonder how this compares to in-person visits?

    The Impending Chinese NAND Apocalypse – YMTC 128 Layer NAND Is The First Semiconductor Where China Is Technologically Competitive – by Dylan Patel – SemiAnalysis 

    Wireless

    iPhone 13 Customers Sold On Longer Battery Life | Investor’s Business Daily – “Desire for a better battery life is the most popular reason for upgrading,” Daryanani said. “5G was not a popular reason for upgrading this year likely because 5G excitement in the U.S. remains well below the levels in China.” and working from home with your handset on wifi won’t help that sentiment

  • RISC V + other news

    RISC V

    There is heat starting to generate (finally) behind RISC V: Marvell founders back data centre RISC-V chiplet startup | EE News Europe  and Apple is doing their due diligence with a RISC V code port: Apple is Reportedly Designing Various Embedded Subsystems across all Operating Systems using RISC-V – Patently Apple  – is now exploring and developing various embedded subsystems across all Operating Systems using RISC V. The emerging Open Source RISC V architecture is now being used by companies like Nvidia, Google, Oculus, Qualcomm, Rambus and others for IoT devices to supercomputers, smartwatches and autonomous vehicles. Amazon and Alibaba are currently designing their own cloud and data center chips. This week Apple was shown to be recruiting RISC V “high-performance programmers. More specifically, Apple is currently seeking out experienced programmers with detailed knowledge of the RISC V instruction set architecture (ISA) and Arm’s Neon vector ISA for the Vector and Number Group (VaNG) of its core operating system group. Apple’s VaNG is responsible for the development and improvement of various embedded subsystems running on iOS, macOS, watchOS and tvOS. – Not surprising that Apple will be keeping its options open for porting across architectures including RISC V, like it did with Intel and ARM respectively. Apple has taken a similar approach for decades. Apple had the Rosetta Stone version of Intel instructions years before it moved the Mac to Intel. RISC V came out of a research requirement for an open-source computer system and was started in 2010. RISC V was originally thought of as a fun 3 month research project… RISC V designs and specifications were released under a BSD and Creative Commons licence. The foundation overseeing RISC V is based in Switzerland to get around US trade sanctions against potential adoptees like China (or North Korea)

    Business

    Corporate America fights uphill battle against anti-China push – POLITICO – there will come a point where this starts costing them sales in the home market and I see that day coming soon

    Australia’s education industry facing US$15 billion loss as frustrated, worried students ponder futures | South China Morning Post  – Australia’s international education sector was worth around A$40 billion (US$29 billion) in 2019 before the coronavirus pandemic. But students, the majority who come from China, are considering their options as Australia’s borders remained closed – on balance this could be good for Australia as it would also remove a lever of soft power that China has in Australia with subverted academia. This also makes you wonder about the craven nature of UK universities: Universities hire planes to fly in China students | News | The Sunday Times  – There are about 220,000 Chinese students studying in the UK. Across the Russell Group, one in every ten students is Chinese, and they provide nearly a fifth of all tuition fee income, worth an estimated £1.3 billion every year. In Glasgow, about a third of the university’s tuition income comes from Chinese students. At Liverpool University, one in five of its students in 2019 was Chinese — these 5,550 students were worth an estimated £90 million to the university. Experts warned that universities were at risk of overlooking the needs of British youngsters as they fretted over the potential loss of fee income from their overseas students, who pay up to £35,000 a year in fees, nearly four times the fees paid by their British counterparts

    China Evergrande bonds suspended as prices plunge | Reuters  – The Shanghai Stock Exchange said in a statement that it had temporarily suspended trading in China Evergrande Group’s 6.98% July 2022 corporate bond following “abnormal fluctuations.” The exchange had also suspended trading in the bond on Friday. Shanghai exchange data showed the bonds sliding more than 25% to a low of 40.18 yuan after the resumption of trade on Monday afternoon. The company’s 5.9% May 2023 Shenzhen-traded bond , which was also suspended, fell more than 35% after trading resumed – read with Soho China shares plunge 40% after Blackstone deal collapses | Financial Times  – this isn’t just about a property sector rout, but also about the founders wanting to be independent of China moving forwards

    Deutsche Telekom deepens bet on US market with SoftBank deal | Financial Times

    In the driver’s seat: China’s electric vehicle makers target Europe | MericsGovernment subsidies for China-based manufacturers could distort global markets. That China has become the leading EV market is the result of substantial government support. But Chinese exports are also directly supported by central and local governments sponsorship of new production plants, R&D centers and overseas acquisitions

    China

    Zheng Yongnian on “the death of China Studies” – by Kevin Carrico – NSL can’t cancel me – well worth a read. Chinese warfare on the study of China abroad

    Chinese Power and the State-Owned Enterprise | International Organization | Cambridge CoreThe results suggest that China uses FDI by prominent state-owned enterprises as an instrument to promote its foreign policy. – Which makes willing stooges like Vodafone look even worse

    BlackRock Raises $1 Billion for First Chinese Mutual Fund Run by Foreign Firm – WSJ

    Consumer behaviour

    Rejected internal applicants twice as likely to quit | Cornell Chronicle 

    Feeling the 2019 Hong Kong anti-ELAB movement: emotion and affect on the Lennon Walls: Chinese Journal of Communication: Vol 0, No 0The walls are able to marshal the resources of the minds and bodies of those who created and sustained them and give rise to political passions and movement actions.

    Effect of Financial Incentives and Environmental Strategies on Weight Loss in the Healthy Weigh Study: A Randomized Clinical Trial | Lifestyle Behaviors | JAMA Network – comparative ineffectiveness of a couple of nudge strategies for treating obesity

    A Generation of American Men Give Up on College: ‘I Just Feel Lost’ – WSJAt the close of the 2020-21 academic year, women made up 59.5% of college students, an all-time high, and men 40.5%, according to a Wall Street Journal analysis of enrollment data from the National Student Clearinghouse, a nonprofit research group. U.S. colleges and universities had 1.5 million fewer students compared with five years ago, and men accounted for 71% of the decline, the Journal analysis found. – this looks like a political and demographic time bomb waiting to go off. Think about the potential wasted at a time when the US needs more engineers, technologists and innovators of both genders. The deficit of hope scares the crap out of me and should scare you

    Culture

    Taste of the East: How The British Fell In Love With Chinese Cuisine | Newham Chinese AssociationUntil the 1940s, the majority of customers in the restaurants were not English but Chinese immigrants. In the aftermath of World War II Chinese food began to grow in popularity. British servicemen returned from various parts of the Empire and the Far East with a willingness to try different foods and cuisine and a new enthusiasm for Chinese food and restaurants. This in turn saw the rise of the restaurant trade in Soho. Chinese people entered the catering trade because of the downturn in shipping and the closing of laundries, traditional areas of employment. In the 1950s and early 1960s there was an influx of Chinese from Hong Kong who provided the necessary workforce. The restaurants served Cantonese food because of Britain’s old colonial links to Hong Kong

    Design

    Modern Woods: A Herman Miller Story | YLighting Ideas 

    Hong Kong mulls regulating ‘flight deck’ mobile phones on vehicle dashboards – Hong Kong Free Press HKFP – iconic interior feature on Hong Kong taxis

    Economics

    Tech Crackdown Is a Cloud Over China Economy, Ex-WTO Chief Says – Bloomberg

    Is China uninvestable? | Financial Times  – The problem the party has to solve is almost the opposite: investment is so high that much of the capital is malinvested. As a result, debt is growing faster than gross domestic product. The irrelevance of foreign investors to China key problems doesn’t mean Chinese stocks might not go up, “but you have to get both the valuations and the politics right, and that’s just really hard” – soft innovation and rent seeking investments versus the hard innovation desired – Cathie Wood’s Ark cuts China positions ‘dramatically’ | Financial Times – I think strategic alignment wit CPC agenda is a greater predictor than how much of a sycophant the company has been, which is what Ms Woods relying on

    Interview: Larry Summers, economist – by Noah Smith – Noahpinion – interesting interview on economics

    China offers $31m in emergency aid to Afghanistan – BBC News – aid in kind rather than cash to maximise leverage over the Taliban, its a smart play

    Chinese Industrial Policy: How A City Turned Itself Into a VC Fund – by Jordan Schneider – ChinaTalk – interesting to read this. New Structural Economics seems to be very similar to the processes outlined by Joe Studwell in How Asia Works. I was surprised to see that they weren’t trying to learning from Japanese agricultural policies given the mountainous land similarities and instead focused on US agricultural poliicies which have less clear cut lessons for China

    Ethics

    Facebook Says Its Rules Apply to All. Company Documents Reveal a Secret Elite That’s Exempt. – WSJ

    Finance

    Investment banks accelerate efforts to automate junior ‘grunt work’ | Financial Times – how much ‘skills’ and ‘learning’ will be lost through this process?

    FMCG

    Subscriptions: recurring revenue model best suited to expensive items | Financial Times – not terribly surprising, I know that Unilever and Chlorox leant into this hard

    ‘Unprecedented influence’: Hong Kong prisons chief accuses inmates held for national security, protest offences of stirring rebellion behind bars | South China Morning PostHong Kong inmates held for offences related to the national security law and the 2019 protests are exercising “unprecedented influence” in the city’s prisons, leading to round-the-clock monitoring usually reserved for high-profile criminals such as triad leaders – it is probably down to chocolate and candy scandals that threatened Hong Kong and China’s national security. Apparently the Hong Kong government felt threatened by excessive amounts of gummy bears and M&Ms among prisoners

    Germany

    Opinion: Germany must call off Angela Merkel′s Chinese love affair | Business | Deutsche Welle – interesting that this ran in Deutsche Welle before Chancellor Merkel’s last call with Xi Jingping

    Hong Kong

    American lawyer imprisoned in Hong Kong speaks out about his treatment – The Washington Post – Sam Bickett’s case is instructive

    How to

    Nilesh Ashra on his digital toolbox, worthwhile digging into via Iain Tait

    Innovation

    JCB heir Jo Bamford launches hydrogen fund | Financial Times – they’ve done some really interesting work around hydrogen powered internal combustion engines in a way that contrasts with Hyundai’s hydrogen fuel cell approach

    Technique bonds copper foil and PTFE for better 5G 

    UK orders national security review of graphene firm’s takeover by Chinese scientist | Competition and Markets Authority | The Guardian 

    Chinese air force may have cracked how to land a hypersonic drone | South China Morning Post

    Superior MEMS sensors from cavity silicon-on-insulator wafers | EE News 

    Robotics pioneer Yoky Matsuoka’s Panasonic venture debuts personal assistant service in Seattle – GeekWire – what’s interesting about this is that its a concierge service a la Amex Black Card and similar. The tech is on the back end supporting the human operator. I presume that this is also going to build massive data sets on human problem solving

    Ireland

    Galway in line for Intel megafab | EE News EuropeA former military firing range in Oranmore near Galway in the west of Ireland is the Industrial Development Agency’s “preferred site” for an Intel chip foundry that would employ 10,000 people, according to reports. This is more than twice the 4,900 people Intel employs at its established facility in Leixlip, Ireland on the outskirts of Dublin. Pat Gelsinger, Intel CEO, visited Leixlip last week and met with Ireland’s prime minister, Taoiseach Michael Martin. The site in Galway is a 216-hectare rifle range, owned by the Irish Department of Defence. The project would involve the building of eight factory modules on the campus, the reports said

    Korea

    South Korea shatters national debt taboo to tackle inequality | Financial Times – really interesting article

    South Koreans sour on China ahead of Wang Yi visit – Nikkei AsiaSurvey results released in June by Sisain, a current affairs magazine, and pollster Hankook Research indicate a souring of South Korean public opinion toward China, particularly among the young. Only 26% of respondents had warm feelings toward China, compared with 57% who felt warmly toward the U.S. Even Japan, South Korea’s traditional rival, came out ahead of China with 28%. “Dislike of China is arguably emerging as the spirit of our times,” Sisain wrote in an accompanying article. “The question ‘what kind of country is China to us?’ is changing to ‘why and how much do we dislike China?”

    Legal

    China Unveils New Rules Targeting Anticompetitive Practices by Internet Companies – WSJ

    Was the ‘surveillance state’ a price worth paying? – The Law and Policy Blog and How the War on Terror Supercharged State Power – worthwhile reading both together

    Luxury

    The four fashion personas of China’s Gen Z | Vogue BusinessDespite the youthfulness of Gen Z consumers, their understanding of fashion and luxury culture is as mature as older generations. – there is so much in the way that they picked their sample which makes this research something to be approached with caution. Shanghai is not representative of high growth lower tier markets.  Gen Z believes that to qualify as true luxury, a brand needs more than high price points, heritage and craftsmanship. It must also convey an elevated sense of aesthetics, with unique qualities and character. – and this has been an issue that luxury brands have been struggling with. Male Gen Z shoppers are outspending women by 20 per cent on fashion and luxury goods. Not every Gen Z consumer in China is obsessed with celebrities and influencers. – this surprised me as many men are having to save up to impress their girl and get the requisite items needed for a partner to say that they would marry you. The men surveyed are likely to be princelings. Interestingly, many Gen Z are critical of them and the culture that surrounds them. – this mirrors the wider Chinese government criticism of culture. More sophisticated marketing campaigns may, therefore, work effectively with Gen Z shoppers. For example, they appreciate exhibitions that mix brand stories with art and culture. They also like brands with creative crossover collaborations. Finally, they appreciate word-of-mouth recommendations from friends and families. Among those celebrities who do impress Gen Z, the key names include Yibo Wang, Mi Yang, Wen Liu and Yangqianxi Yi (also known as Jackson Yee). Key opinion leaders (KOLs) include Mia Kong and Fil Xiaobai.

    Opinion: Finally, a Chinese car brand to take seriously in Europe | Autocar – interesting that Autocar thinks electrification will disrupt the premium car sector

    Chinese star calls time on Swiss watch brand after CEO says Taiwan is a ‘country’ | South China Morning PostAudemars Piguet CEO referred to Taiwan as ‘a very tech-oriented country’ in a video conversation months ago. Actor-singer Lu Han and team had wanted the watchmaker to apologise on global platforms in Chinese and English – effeminate looking showbiz star tries to save career and look masculine by leaning into Chinese nationalism

    Foreign brands criticised in China for misleading shoppers | Reuters – move after Canada Goose might be due to it being from Canada or a prelude to an attack on the luxury sector

    Chinese debts unravel historic fashion stores | Business | The TimesTroubles in China are putting some of the oldest names in British fashion in a precarious position, with Aquascutum quietly pulling out of the UK entirely and Gieves & Hawkes battling a winding-up order. The trenchcoat maker and the tailor are owned by Shandong Ruyi, which has come under increasing pressure over its bloated $4 billion debts after an acquisition spree intended to turn it into China’s answer to LVMH, the French luxury goods conglomerate

    Marketing

    Rewarding loyalty helps brands make gains in Hong Kong’s top local brands ranking | Country Rankings | Campaign Asia – I find this fascinating as it is at odds with marketing science findings from the likes of the Ehrensberg-Bass Institute

    The Paradox Of Buying Influence. “You keep using that word. I do not… | by Faris | Medium

    Media

    China Bans ‘Cissy Idols’ and ‘Effeminate Men’ in Entertainment Sector – Variety – Chinese government’s crackdown on the tech and entertainment sectors has now turned to “sissy idols,” “effeminate men” and all things “overly entertaining.”

    Hong Kong media group Next Digital says it aims to wind down, board quits | Reutersthe Hong Kong government has never indicated which articles published by Apple Daily allegedly violated the national security law, and the uncertainty created a climate of fear, resulting in many resignations including those responsible for the regulatory compliance duties of the publicly traded company. “We observe that the events affecting the company and its people following the invocation of the National Security Law occurred despite there having been no trials and no convictions,” it said. “Under this new law, a company can be forced into liquidation without the involvement of the courts.” “As Apple Daily often observed, Hong Kong people have a collective memory of what life was like elsewhere when freedom of speech was denied: No other rights are safe” – the Hong Kong government response to this was Kafta-esque

    China uses anti-fraud app to track access to overseas financial news sites | Financial TimesThe app was launched in March by the public security ministry’s National Anti-Fraud Center and blocks suspicious phone calls and reports malware. Police said it was needed to combat a surge in fraud, often perpetrated by overseas operations managed by Chinese and Taiwanese nationals. The ministry recommended that the app was downloaded but numerous local government agencies made it mandatory for their employees and individuals with whom they work, such as students and tenants. One Shanghai-based user told the Financial Times he was contacted by police after accessing a US financial news service. He was also asked whether he had contacts abroad and regularly visited overseas websites. The user, who asked not to be identified, said police seemed genuinely concerned about foreign scams. “But the questions they raised about whether I have contacted foreigners made me feel like they don’t want me accessing foreign websites,” he added. “I deleted the app after the meeting.” A second user in eastern Shandong province said police called him on four consecutive days after the app showed he had visited what it labelled “highly dangerous” overseas information providers, including Bloomberg – if I was Bloomberg or the FT Chinese service I would be concerned

    Online

    Why Instagram’s creatives are angry about its move to video | Instagram | The Guardian

    Some of the most iconic 9/11 news coverage is lost. Blame Adobe Flash – CNN

    Former UK hedge fund partner plots return of Trump-era social network Parler | Financial Times

    Retailing

    Typical CVS Shopper Is Urban Gen Xer, Earns High IncomeIn addition to OTC pain medication and cough remedies, the typical retail shopper often prefers to buy candies, chocolates, and bottled water. Their favorite sweets brands at CVS are M&M’s and Reese’s, and they also buy a lot of Hallmark cards. Just 1.6% of a CVS shopper’s total dollars are spent at CVS, compared with 6.8% of their spending on Amazon. At other retailers, the CVS shopper buys more fresh garlic, hand sanitizer, bar soap, and non-dairy milk alternatives than the national average shopper. They’re also big fans of fast-food chicken nuggets

    Security

    Normal-looking USB cable logs everything you do and can be radioed from more than 1 mile away | Boing Boing 

    U.S. to Include Korea in ‘Five Eyes’ Spying Pact – The Chosun Ilbo (English Edition): Daily News from Korea – World 

    Chinese hackers behind July 2021 SolarWinds zero-day attacks – The Record by Recorded Future

    Malware found preinstalled in classic push-button phones sold in Russia – The Record by Recorded Future 

    Billions of devices impacted by new BrakTooth Bluetooth vulnerabilities – The Record by Recorded Future

    Pro-China misinformation operation attempting to exploit US Covid divisions, report says – CNNPolitics – worth while reading Reuters take as well – Pro-China social media campaign hits new countries, blames U.S. for COVID | Reuters  – synopsis from the China Research Group: According to research published on Wednesday by Mandiant and Alphabet’s Google unit, thousands of accounts across dozens of social-media platforms—including Facebook, YouTube and Twitter —and online forums have urged Asian-Americans into the streets to protest against racial injustice in the US. The network of fake social media accounts is “almost certainly supported by a government sponsor, either directly through a government agency or a third-party contractor”.

    China Is OK With Interfering in Guinea’s Internal Affairsthe inconsistency it demonstrates—nonintervention but only when it works for China—risks undermining the validity of China’s promises to potential partners, among whom only the “irredeemably corrupt or terminally naive” take Beijing’s “win-win” rhetoric seriously. Indeed, Beijing’s mercurial wielding of noninterference risks further exposing the ugly underbelly of China’s fiercely realpolitik foreign policy. China’s pitch to leaders the world over is straightforward: Beijing offers vast sums of development funds (and political support) and expects certain goods—natural resources, ports, military bases, and international political support—in return. Many developing world leaders sign up for this bargain not out of authoritarian solidarity but for Chinese money; it solves problems, and there is no obvious Western alternative. Where poverty and underdevelopment are the most pressing issues, leaders will not say “no.” But with Chinese money, leaders often lean more autocratic – coup messed with China’s access to bauxite (which it doesn’t want to buy from Australia) and its ability to make aluminium which is a strategically important metal

    Hackers leak passwords for 500,000 Fortinet VPN accounts | Bleeping Computer 

    Japan is belatedly recognising the risks of cyber war | Financial Times 

    Indonesian intelligence agency compromised in suspected Chinese hack – The Record by Recorded Future – and this is what China does to its ‘friends’ in ASEAN….

    Web of no web

    Avatar overload: my trip through the Burning Man metaverse | Financial Times 

    Wireless

    Why 5G may be taking longer than we thought – Aruproll-out of 5G networks commenced in earnest in 2019, and is now well underway in many countries, this is largely being driven by the commercial mobile network operators. This has led to a focus on serving major cities and towns, where the service is deemed to be commercially viable and attractive to do so. In addition, much of the focus of these deployments has been on delivering enhanced mobile broadband use cases for public consumers (such as high definition video streaming, VR/AR and gaming). The focus isn’t initially on delivering the lower latency and higher network reliability that would be needed for industrial automation and autonomous vehicles

    Starlink is a global ISP built at ZERO COST to SpaceX, enabling NASA’s Artemis launch | I, Cringely

  • Afghanistan + other news

    Afghanistan

    I couldn’t avoid doing a post on Afghanistan given what had been going on this week. The Afghanistan conflict posed a number of interesting questions about:

    • What privacy and security means for the people left behind in Afghanistan in the digital age
    • Why strategy is seldom a teacher and several countries have made the same mistake in Afghanistan – (Britain did so twice!)
    • The failure of intelligence in Afghanistan reminded me of the failure of intelligence agencies to realise that the fall of the Berlin Wall would happen. There was also a failure to underhand who the players were and their motivations in Afghanistan
    • What will Afghanistan mean for Pakistan moving forwards? Once out, the west has the perfect opportunity to shun Pakistan; which will leave the country vulnerable to Chinese predatory practices

    The US Is Removing Records of Its War in Afghanistan From the InternetLives are on the line here, but helping them may mean destroying—even if temporarily—the memory of the war and all that happened. It’s a horrible problem to face. One potential solution would be for the U.S. and its allies to take as many Afghan refugees as want to flee the country. – it assumes that the Taliban and supporters like the Pakistani ISI intelligence agency haven’t been caching this material themselves over the years. Things got rolled up so fast, they probably have hold of records from Afghanistan government payroll ledgers to intelligence reports

    1999 Afghanistan
    1999 Afghanistan map, courtesy of the CIA

    Germany Flew 65,000 Beer Cans Out of Afghanistan, but Just 7 People on an Evacuation Flight“​​There was transport capacity for alcohol, but not for the local staff in Afghanistan,” read a piece in Germany’s Bild newspaper, referring to the fact that the German military had earlier flown home 65,000 cans of beer and 340 bottles of wine before it withdrew from its bases in Mazar-e Sharif and Kabul at the end of June. – surely they could have blown up the alcohol and put people on the flights? – this is the kind of thing that fuels future grudges that morph into terrorist attacks. But it also shows the colossal failure in intelligence in a microcosm

    How Social Media Helped ‘Taliban 2.0’ Take Control of Afghanistan | Vice – The modern, tech-literate Afghanistan Taliban aren’t the same as they were 20 years ago. Now they’re using technology to control the narrative and assert dominance.

    Ranger Wing to be sent to Kabul to aid in evacuation of Irish citizens | Irish Times – if you want to understand what a mess Afghanistan is, look at Ireland. Ireland hasn’t been involved in Afghanistan and has had to send a special forces team in to try and get three dozen Irish citizens out of the country

    SIGAR | Lessons Learned. The Ides of August – a couple of good post-mortem reads on Afghanistan. A few things struck me. Mission creep had been baked in, although much of that was down to the allies partnering with the Northern Alliance and liberal values. The dual nature of Pakistan, which I suspect Pakistan will get punished for in the longer term. The lack of intelligence on the main players involved such as former president of Afghanistan Hamid Karzai

    Beauty

    Skincare Preferences by Generation | NPD GroupDespite the generational differences in skincare preferences, there are also commonalities. At the end of the day, it seems we’re not so different, after all. Whether they are more like my mother or my cousin, we see from consumers across-the-board that they are open to trying new things, are looking for clean ingredients, and simply want skincare that produces results from a brand they can trust. Regardless of the trends driving the category, the demand for efficacy and transparency is here to stay

    Business

    Wolfsburg, we have a problem: How Volkswagen stalled in China | ReutersLast month, though, he said Volkswagen had fixed the problems revealed by the test, that the ructions of the episode had subsided and the carmaker’s Chinese business was recovering. “We have once again clearly one of the safest cars on the market in this segment,” Woellenstein told reporters in July. “We will once again take up the old leadership of the Passat.”But there is quite some ground to regain in the large family car segment. A total of 47,480 Passats were sold in the first six months of this year in China, some way behind the 91,110 Toyota Camrys (7203.T) and 89,157 Honda Accords (7267.T), according to LMC. The figures from the same period of 2019, before the pandemic struck, show how steeply the Volkswagen model has fallen away of late: 91,400 Passats were sold versus 111,968 Accords and 85,396 Camrys. – I am surprised by this, given Volkswagen’s obsession with common platforms

    Xi Jinping Millionaire Relations Reveal Fortunes of Elite – Bloomberg 

    Tata’s rise mirrors the sweep of India’s history | Financial TimesTata is no longer at India’s entrepreneurial vanguard. The likes of Mukesh Ambani’s Reliance Industries and Gautam Adani’s eponymous group, with their investments in telecoms and renewable energy, hold stronger claim to be the “nation builders” of today. These tycoons represent a different way of doing business, one that has prompted much consternation. They lack Tata’s ambivalence about the state, aligning themselves unabashedly with Narendra Modi, and share few of the conservative Tatas’ qualms about “wealth creation for its own sake”.

    Consumer behaviour

    Parents in China are giving their children growth hormones to make them taller | South China Morning Post 

    Biden is sandbagging on immigration – by Noah Smith – Noahpinionthe new American support for throwing open the country’s gates is more broad than it is deep. There’s a real desire to cleanse the stain of Trump’s human rights abuses and flirtation with white-nationalism — to at least be able to say that America is still the Nation of Immigrants, that we still have compassion for the people of the poor countries of the world. But beyond that idealistic impulse, I’m not so sure that most liberals have a strong, enduring commitment to welcoming in as many refugees, asylum-seekers, and economic migrants as possible. 

    One reason is that the Democratic party is increasingly the party of the educated, and to most educated Americans, people like refugees and asylum seekers live in a different world. There’s little natural class solidarity or empathy there. And when it comes to skilled immigrants — the people waiting desperately for that backlog of 100,000 green cards to be processed — well, to most educated Americans, that’s the competition. Both for themselves and for their kids in schools.

    Coronavirus: Singaporeans eye savings with bulk-shopping groups on WhatsApp, Telegram | South China Morning Post – interesting how these groups were informally formed

    Economics

    Beijing’s American Hustle | Foreign AffairsU.S. institutions, especially in finance and technology, cling to self-destructive habits acquired through decades of “engagement,” an approach to China that led Washington to prioritize economic cooperation and trade above all else. 

    If U.S. policymakers and legislators find the will, however, there is a way to pull Wall Street and Silicon Valley back onside, convert the United States’ vulnerabilities into strengths, and mitigate the harmful effects of Beijing’s political warfare. That must begin with bolder steps to stem the flow of U.S. capital into China’s so-called military-civil fusion enterprises and to frustrate Beijing’s aspiration for leadership in, and even monopoly control of, high-tech industries—starting with semiconductor manufacturing

    Why has the gig economy been a disappointment? – by Noah Smith – Noahpinion it seems likely that Uber and Lyft will survive, but not at the scale investors hoped — instead, they’ll mostly be boutique services for the well-heeled. And I expect they’ll probably take a hit to their valuations.

    Ethics

    Engrave Danger: An Analysis of Apple Engraving Censorship across Six Regions – The Citizen Lab

    Apple exports PRC censorship to Hong Kong and Taiwan – Protocol — The people, power and politics of techLiu believes what he calls the “lameness” of Apple’s China filter list suggests Apple might have its own in-house censorship team, because “if it were a Chinese company to provide censorship to Apple, they would’ve done a far better job.”

    China’s Hong Kong Crackdown Sweeps Away Unions, Activist Groups – Bloomberg 

    How Chinese pressure on covid origins probe shocked WHO — and led Tedros to push back – The Washington PostWhen a WHO scientist on a coronavirus origins probe announced in February that the idea that the virus leaked from a lab was “extremely unlikely” and unworthy of further investigation, senior WHO staff in Geneva were shocked. “We fell off our chairs,” one member told the authors. The team in Wuhan appeared to have given in to Chinese pressure to dismiss the idea without a real investigation. Later, when the WHO-China team released a report that again dismissed that scenario, Tedros pushed back, saying that the research was not “extensive enough” and that there had not been “timely and comprehensive data-sharing.” Since then, relations between the WHO and China have nosedived. Chinese officials said in July that they would not accept any further investigation into the origin of the coronavirus in China and accused the United States of pressuring scientists. The WHO last week released a statement that resisted the idea that “the origins study has been politicized, or that WHO has acted due to political pressure.”

    China, the WHO and the power grab that fuelled a pandemic | News | The Sunday TimesIn 2017 Chan crowned her final year in office by welcoming Xi to Geneva. While he was there, she signed an agreement that committed the WHO to working alongside China on health as part of the country’s Belt and Road initiative. It was the first time any UN agency had signed up to the initiative, which seeks to extend Chinese influence and trade in more than 70 developing countries by financing infrastructure projects. The initiative is highly controversial because its critics argue that China uses it to shackle countries, particularly in Africa, to “unsustainable debt” as a way of gaining access to the continent’s raw materials and buying political favours. “I think health is too special to get into the really seedy politics that Belt and Road is part of, and I wouldn’t want the WHO to be associated with it,” Gostin argues. “The cost in terms of human rights and debt, and other adverse events for Africa, was a bridge too far.”

    Hong Kong’s Leader Killed Her City – The AtlanticRegina Ip, a pro-Beijing lawmaker and member of Lam’s cabinet, told me that simply having the laws on the books would provide a “deterrent effect” to protesters, and that the fears of journalists and activists over the curtailing of freedoms were not “completely misguided.”

    Why is advertising still ignoring people in their 50s and 60s? | Campaign – TL;DR lazy generational thinking and ageism

    Finance

    Why Hong Kong’s crypto crown is slipping | Financial Times 

    Facebook (FB) Offers Loans as Tiny as $6,720 to Businesses in India – Bloomberg

    China’s Hong Kong Crackdown: Billions in Retirement Money Blocked for UK Emigres – BloombergChinese authorities consider the BN(O) policy as a “means to destabilize Hong Kong,” said Joseph Cheng, a retired political science professor who left Hong Kong shortly after the security law was imposed. “These people are seen as traitors and fugitives.”

    Luxury

    How the daigou can help new brands | Vogue BusinessThe classic image of the daigou is of an entrepreneurial and well-connected individual who buys global luxury brands on behalf of Chinese clients abroad, where prices are lower and hard-to-find products are more accessible. But the new model daigou is also working closer to home, and mixing emerging Chinese designers with foreign brands. The motivation for the evolution of the daigou’s role comes from a wave of young Gen Z Chinese consumers who are seeking more interesting and affordable fashion and don’t care as much about the name on the label. This is good news for new brands in China – and elsewhere. In a fiercely competitive market, any well-designed brand has the potential to catch consumers’ eyes. What’s needed in the early days of a new brand’s development is an effective sales channel. – Building a similar relationship with daigou, that brands currently have with fashion stylists

    Marketing

    Insight & Strategy: #LikeAGirl | Contagious – on brands taking a leadership position – a great example by Always

    Media

    [Report] Bad News, By Joseph Bernstein | Harper’s MagazineIn the beginning, there were ABC, NBC, and CBS, and they were good. Midcentury American man could come home after eight hours of work and turn on his television and know where he stood in relation to his wife, and his children, and his neighbors, and his town, and his country, and his world. And that was good. Or he could open the local paper in the morning in the ritual fashion, taking his civic communion with his coffee, and know that identical scenes were unfolding in households across the country. Over frequencies our American never tuned in to, red-baiting, ultra-right-wing radio preachers hyperventilated to millions. In magazines and books he didn’t read, elites fretted at great length about the dislocating effects of television. And for people who didn’t look like him, the media had hardly anything to say at all – give this a read

    Inside the Hong Kong Newsroom at the Edge of Autocracy – The Atlantic – SCMP bias on protests

    Security

    COVID slows Apple and Google production shift away from China – Nikkei AsiaAirPods — both entry-level and high-end models — were among the earliest products that Apple began making in significant amounts in Vietnam, having moved production there around two years ago during the height of U.S.-China trade tensions. Apple’s plan to bring some MacBook and iPad production to Vietnam has also been put on hold due to a lack of engineering resources, an incomplete notebook computer supply chain and the dynamic COVID situation, one of the people said. Production of smart doorbells, security cameras and smart speakers for Amazon, which recently moved to Vietnam, has also faced delays since May as assembly lines in the northern part of the country coped with a surge in local cases and tougher COVID prevention measures

    Apple’s NeuralHash Algorithm Has Been Reverse-Engineered – Schneier on Security

    Opinion | We built a system like Apple’s to flag child sexual abuse material — and concluded the tech was dangerous – The Washington PostOur research project began two years ago, as an experimental system to identify CSAM in end-to-end-encrypted online services. As security researchers, we know the value of end-to-end encryption, which protects data from third-party access. But we’re also horrified that CSAM is proliferating on encrypted platforms. And we worry online services are reluctant to use encryption without additional tools to combat CSAM. We sought to explore a possible middle ground, where online services could identify harmful content while otherwise preserving end-to-end encryption. The concept was straightforward: If someone shared material that matched a database of known harmful content, the service would be alerted. If a person shared innocent content, the service would learn nothing. People couldn’t read the database or learn whether content matched, since that information could reveal law enforcement methods and help criminals evade detection. Knowledgeable observers argued a system like ours was far from feasible. After many false starts, we built a working prototype. But we encountered a glaring problem

    Our system could be easily repurposed for surveillance and censorship. The design wasn’t restricted to a specific category of content; a service could simply swap in any content-matching database, and the person using that service would be none the wiser. 
    A foreign government could, for example, compel a service to out people sharing disfavored political speech. That’s no hypothetical: WeChat, the popular Chinese messaging app, already uses content matching to identify dissident material. India enacted rules this year that could require pre-screening content critical of government policy. Russia recently fined Google, Facebook and Twitter for not removing pro-democracy protest materials. 
    We spotted other shortcomings. The content-matching process could have false positives, and malicious users could game the system to subject innocent users to scrutiny.
    – Emphasis in bold is mine

    Technology

    Laptops Shortage Is Easing as Pandemic Demand Wanes – BloombergThe waning demand for PCs will likely last for at least several more quarters. Memory prices are dropping precipitously on fears the chip cycle is over. But it’s good news for anyone looking to buy a laptop, printer, webcam or router. Expect them to be much easier to find in stores this fall. – I am hoping that the price of SSDs will fall again

    Robinhood Q2 earnings: Crypto makes up 52% of company’s revenue — Quartz – would I be right in thinking that there is more derivatives and CFDs of crypto being sold then than there is crypto and could be vulnerable to a market squeeze?

    Intel with an old take on big.little for Alder Lake | EE News EuropeIntel’s next-generation desktop chip, code-named Alder Lake, is the company’s first hybrid architecture to integrate two core types – the Performance-core and Efficient-core. This is similar to ARM’s big.little approach which used a small core optimised for low power consumption with lower performance alongside a larger, higher performance core. Both cores could run the same code depending on the context, avoiding the problems of having a scheduler to allocate tasks to multiple cores. This has traditionally been a limiting factor for the system-level performance of multicore chip designs

    IBM shows first dedicated AI inference chip | EE News Europe – interesting that they fabbed it using Samsung’s 7nm process. It has 22 billion transistors. Indicates a move away from GPUs to put machine learning back on the CPU

    Wireless

    Epic’s Fortnite lawsuit has become a nightmare for Google – ProtocolGoogle ‘estimated in 2019 that it risked losing as much as $6 billion per year if app makers and app store operators banded together with Epic and began creating alternative distribution channels. So instead of offering a superior product, the company muscled its way to a market position now being viewed by U.S. regulators as potentially anticompetitive’ – this might feed into a wider FTC case later on given the focus on revenue. More related content here.

  • ORAN problems & other news

    ORAN

    O-RAN in uncertain futureAlthough Europe’s four major telecom operators – Vodafone, Orange, Deutsche Telekom, and Telefonica – had signed memorandum of understanding on the implementation of Open RAN (ORAN) based networks in Europe in early 2021, Rakuten Mobile’s ongoing operating losses have put uncertainty to ORAN’s future. Rakuten Mobile is the only major telecom operator to adopt the ORAN architecture for its 5G network, but the financial results of the company for the first quarter of 2021 showed an expansion of 265% on year in its operating losses to JPY97.2 billion (US$880 million), the largest in the past five quarters. The company’s operating margin also reached negative 141.7%, down 77.4% on year. However, Rakuten Mobile’s revenues still grew JPY19.1 billion and 38.5% from a year ago to JPY68.6 billion for the first quarter of 2021. The figures show the company has continued to see its mobile business growing, but the high costs from its operation kept the company suffering losses. – so what are the hidden costs of ORAN? What is different about this ORAN situation conceptually to the use of white boxes in complex enterprise IT systems? Would this question have pointed towards the kind of problems that ORAN has been encountering?

    Banking

    US Graduates Are Snubbing Junior Banker Jobs Citing Work-Life Balance – I think that they will be replaced by candidates from China, India and other countries instead

    Consumer behaviour

    Men are much less likely to read books by women | Canvas8male readers are significantly less likely to opt for fiction books written by women. Of the top ten best-selling female authors, including Jane Austen, Margaret Atwood, and Danielle Steel, only one of five readers are male, whereas for the top male authors, including Charles Dickens and JRR Tolkien, 45% of readers are women. Meanwhile, data on Goodreads shows that enjoyment levels are not impacted by sex – on Goodreads, men give an average rating of 3.9 out of 5 to books by women while they give books by men an average of 3.8 – Sieghart’s interpretation of the data misses a key assumption that many women authors write books that don’t appeal to the majority of male readers interests, where as she assumes that they are not accorded as much authority as male ones. Those that do enjoy the kind of content that these women authors write find as much enjoyment in it. Examples of authors that cross the gender popularity gap include Gillian Rubinstein (aka Lian Hearn), Ursula Le Guinn and JK Rowling. TL;DR – sometimes its the product doesn’t float their boat rather than sexism

    In case you didn’t notice, nationalism in China at the moment is a bit cray – by Kevin Carrico – NSL can’t cancel me – TL;DR some Chinese academics believe that the US could have used a ‘Ming the Merciless’ style weather weapon to cause floods in China. A good number of Chinese netizens find this credible. Nationalism and gaslighting is a dangerous combination

    Screen Use Strongly Linked to Failing Eyesight in ChildrenAfter over a year spent indoors staring at movies, TV, and video games, scientists say that near-sightedness and other vision problems are skyrocketing among children

    Economics

    The young ‘lie flat’ as China’s growth model begins to fray | Financial Times – the money quote in this article for me is “The bulk of China’s population is doing worse in net terms as housing affordability continues to worsen and access to education and health becomes ore and more costly” – sounds like a lot of western developed economies. The key question is what impact this unfairness might have on the relationship between the populous and the communist party of China

    Germany

    Handel mit China: Braucht Deutschland eine Wende? | Frankfurther Allgemeine Zeitungthere are more important things than doing good business in China. Germany’s foremost business paper editorial swipe at Angela Merkel and selected big German enterprises (Daimler Benz, Deutsche Bank, T Systems and Volkswagen Audi Group)- short of name checking them with IG Farben I couldn’t see what else FAZ could do

    Innovation

    China’s CATL unveils sodium-ion battery to diversify from lithium — Quartz – this was going to have to happen sooner rather than later due to the challenge of sourcing lithium. It will be interesting to see how recyclable these batteries are

    Japan

    China and South Korea car makers vying for SE Asia EV market – surprising that Japan isn’t in the mix given their factories in the region? For instance, Toyota has a major plant in China

    Saitama man repeatedly steals food from store by making his phone say “PayPay♫” | SoraNews24 -Japan News- – clever mix of social engineering and mobile payments in Japan

    Legal

    UK’s Draft Online Safety Bill Raises Serious Concerns Around Freedom of Expression | Electronic Frontier Foundation – which attempts to tackle illegal and otherwise harmful content online by placing a duty of care on online platforms to protect their users from such content. The move came as no surprise: over the past several years, UK government officials have expressed concerns that online services have not been doing enough to tackle illegal content, particularly child sexual abuse material (commonly known as CSAM) and unlawful terrorist and extremist content (TVEC), as well as content the government has deemed lawful but “harmful.”

    2022 Beijing Olympics: Sponsors Grilled on China Human Rights Abuses – Variety – AirBnB, Coca-Cola, Intel, Visa and Procter & Gamble are going to have a bumpy ride in their home market

    Two arrested over online calls for boycotts, threats against Hong Kong broadcaster TVB | Hong Kong Free Press HKFPcontinuously and widely disseminated a large amount of messages through social media groups and pages, intending to smear the media organisation, and also to use threatening means to pressure different advertisers into stopping advertising with this media. [Their] goal is to cause reputational and financial damage,” said Superintendent Wilson Tam of the Cyber Security and Technology Crime Bureau. – sounds like what pro-Beijing politicians have done on several occasions. Angry emojis organised was seen to be criminal damage

    Marketing

    Internet backlash against Fila sportswear after Hong Kong badminton player seen drenched in sweat | Hong Kong Free Press HKFP – that has screwed Korean owned Fila brand in terms of clothing performance

    FundFemme – I think what the site is trying to do is good. The thing I don’t like about this is the cynical approach of WundermanThompson who are trying to distract and run crisis comms on their unfair dismissal of Chas Bayfield and Dave Jenner. The domain was registered on June 30th via Squarespace

    Security

    Chinese hacking group APT31 uses mesh of home routers to disguise attacks – The Record by Recorded Future 

    Phantom Warships Are Courting Chaos in Conflict Zones | WIREDBergman has found no evidence directly linking the flood of fake AIS tracks to any country, organization, or individual. But they are consistent with Russian tactics, says Todd Humphreys, director of the Radionavigation Laboratory at the University of Texas at Austin. “While I can’t say for sure who’s doing this, the data fits a pattern of disinformation that our Russian friends are wont to engage in.”

    Streetwear

    Foot Locker targets Japan and sneakerheads with atmos purchase — Quartz – I can understand why Hidefumi Hommyo would want to sell, but I do wonder if the heat will move on from Atmos now the with the footlocker buy. More related content here.

  • Machine learning powered services + more

    Machine learning powered services

    Intelligent Relations – Matt Muir nails this in his take down of their machine learning powered media relations platform – Vapid, largely-pointless busywork which despite its almost universal lack of import is nonetheless treated by its practitioners as somehow REALLY VITAL and with a reverence normally reserved for stuff that matters rather than with the disregard appropriate for an industry staffed largely by double-figure-IQ morons. Anyway, that’s all by way of preamble to the introduction of Intelligent Relations, a new company which is set to make PR even worse if you can imagine it. Intelligent Relations (it sounds…it sounds like an escort agency for the sort of people who bother applying to Mensa, is what it sounds like) is PR, but with AI! That’s right, AI! The MAGICAL SECRET SAUCE that makes EVERYTHING BETTER and definitely isn’t a sign that someone is attempting to sell you some magic beans! Just listen to this – “GPT-Powered Outreach, 24/7 analysis of all relevant public event data to identify opportunities and pitch your company’s stories faster than the competition…Relentless customized global outreach based on AI-ranked relevancy to your brand. Generate responses that start, nurture, and build personal relationships with media influencers. Put your execs and your company in the heart of the conversation. No agency. You own your relationships – not your PR firm…Precisely worded campaigns, aggressively scaled with technology. Faster than humans, more personal than email blasts.” So, er, you are outsourcing the writing of pitch emails, and followups, to a machine? Have, er, you read any non-tweaked GPT-3 generated copy recently? – All of this stuff about machine learning powered media relations reminded me of the start of my agency career.

    I was working with an agency that was part of the Interpublic Group. We were riding the technology boom of the mid-to-late 1990s. This was a series of booms that were inter-related.

    • Telecoms boom, came from deregulation, the rise of data services, globalisation and the internet
    • Enterprise software boom driven by Moore’s Law, the ability to interconnect systems and exchange data at rates previously unseen. There was a strong incentive to replace old systems due to concerns about the millennium bug
    • Mobile boom as GSM networks and their CDMA equivalent democratised the mobile phone and allowed for nascent data services
    • The dot.com boom as companies built service layers over the top of data networks. Much of the ambition was way ahead of where technology was
    • Hardware boom. Businesses and consumers needed to get online

    Our CEO at the time Larry Weber came over to the office in Covent Garden, met clients and held court. He turns around to the junior staff and tells them how soon they won’t have to worry about manually contacting journalists or compiling status reports. Instead, the contact work will be outsourced to the Philippines (thanks to the telecoms boom). And data that was entered once in the company intranet WeberWorks would through the power of Lotus Notes be diced into the reports that the clients needed.

    WeberWorks in its first iteration was a proof of concept, not a viable product. Though I believe that the successor agency Weber Shandwick stuck with developing the platform.

    22 years later and agency life faces much the same problems, except an algorithm is touted to replace Filipino call centre workers in this scenario. What does machine learning powered media relations have that a Filipino call centre doesn’t? How will the PR profession grow when the on-ramp for people to learn how it works is now taken over by a machine learning powered media relations service instead?

    A lot of PR technology is based on the expectation that (machine learning powered) content will be fed into a media sausage factory and coverage will come out. But relationships are important, as journalists get hundreds of pitches and press releases per day.

    Consumer behaviour

    Phoenix eyes’ on catwalk of mainland academy’s fashion gala draw fire for insulting China |AppledailySome netizens accused the university of humiliating China after a video of the event on YouTube showed that most of the models either had an eye shape known as phoenix eyes, or were using eyeliner to present the same appearance. The eye shape, which is identified by a slight upward lift at the outer corner of the eye, is considered a desirable facial feature. However, some people regard it as a harmful stereotype reinforced by Western culture and the fashion industry. One influential blogger on Weibo, China’s dominant social media platform, said that because this look conforms with the stereotypes of ethnic Asians it carries a meaning of serious humiliation – this might be what passes for woke in China. The story was originally published in the English version of the Apple Daily Hong Kong on June 21, 2021 three days before the paper closed down. I have linked to to a Wayback Machine archive of the article.

    Political trolling twice as popular as positivity, study suggests – BBC News – unsurprising as taps into system 1 thinking

    Economics

    Competition and concentration | Financial TimesThe 1980s financialisation of the US economy created a mindset that manufacturing did not matter — and that it should therefore be shifted to lower-cost labour markets. The high value-added stuff, including R&D, would remain onshore. It didn’t turn out like that. Like any other activity in life, manufacturers learn by doing, which means that the most effective innovation usually takes place alongside production. That’s why so many of America’s most impressive companies, including Intel, shifted a lot of their R&D to China – great take on globalisation here. It also gives a sense of where the FT’s view is on the process

    Private equity ‘raid’ on UK companies sparks furious row in City | Financial Times – best quote in the comments ‘The British should be relieved to have their assets stripped by relatively familiar, relatively transparent organizations. It may be the Chinese next.’

    The Evolution of Corruption in China | Foreign Affairscorruption comes in distinct flavors, each exerting different social and economic harms. The public is familiar with three main types. The first is petty theft: police officers shaking down people on the street, for example. The second is grand theft: national elites siphoning off massive sums from public treasuries into private accounts overseas. The third is speed money: petty bribes paid to regular officials to bypass red tape and delays and grease the wheels of bureaucracy. All three types are illegal, vociferously condemned, and rampant in poor countries. But corruption comes in another, more elusive variety: access money. In this kind of transaction, capitalists offer high-stakes rewards to powerful officials in exchange not just for speed but also for access to exclusive, lucrative privileges, including cheap credit, land grants, monopoly rights, procurement contracts, tax breaks, and the like. Access money can manifest in illegal forms, such as massive bribes and kickbacks, but it also exists in perfectly legal forms – I was thinking of the favoured firms during the British empire and the chaebols during the Park presidency in South Korea. The chumocracy of UK politics is closer to speed money

    Ideas

    Digital Addiction Hunt Allcott, Matthew Gentzkow, and Lena Song (NBER.org working paper)Many have argued that digital technologies such as smartphones and social media are addictive. We develop an economic model of digital addiction and estimate it using a randomized experiment. Temporary incentives to reduce social media use have persistent effects, suggesting social media are habit forming. Allowing people to set limits on their future screen time substantially reduces use, suggesting self-control problems. Additional evidence suggests people are inattentive to habit formation and partially unaware of self-control problems. Looking at these facts through the lens of our model suggests that self-control problems cause 31 percent of social media use. – or in other words social media is like big food, the illegal drugs industry, alcohol, tobacco and gambling (PDF)

    Innovation

    Losing sight of the Future – Noahpinion – interesting article but the author forgets about energy density as an issue in their own predictions whilst mentioning it as a flaw in prior ones

    Marketing

    The fashion marketing shake-up: As Instagram, Facebook costs surge, where next? | Vogue Business – marketing inflation is hitting the fashion industry as platform and influencer costs surge, but sales don’t. More online related content here.

    North Face Owner Pulled Xinjiang Criticism, Then Reinstated It – WSJ – VF Brands struggling to navigate divergent Chinese and western markets. Its not been a good week for VF Brands as the Futurelight logo court case with Futura is bring a lot of unwelcome attention to the North Face brand and may blow on to its Supreme brand.

    McDonald’s, Wendy’s Cut Back Value Meals, Focus on Pricier Food – this is partly inflation. But I think that they are working an angle to squeeze premium burger brands: Five Guys, Gourmet Burger Kitchen (GBK), Byron Burger and similar

    Retailing

    S.Korea retailer E-Mart buys eBay’s S.Korean business for $3 bln | Reuters – purchased by Shinsegae – part of Samsung chaebol

    Technology

    Panasonic defends $7bn Blue Yonder deal after questions over price | Financial Times – interesting that Panasonic bought Blue Yonder. Blue Yonder is a supply chain software provider

    Wireless

    EE to reintroduce Europe roaming charges in January – BBC NewsEE, which is part of BT Group, previously said it had no plans to reintroduce roaming charges in Europe. – No plans meant that they didn’t have their act together at that time, typical BT in other words