Search results for: “adidas”

  • Sponsorship + more things

    Sponsorship

    Sports has created a sponsorship bonanza, with women’s sport being a particular beneficiary – Women’s elite sports to generate more than $1 billion in revenue in 2024 | Deloitte UK.

    Stands with Rakuten sponsorship at Europes largest soccer stadium Camp Nou in Barcelona, Spain

    For some brands sponsorships aid in research and product development, motorsport and mountaineering are two sports where this the case. Other sponsorship deals, for instance college athletes and premier league footballers depend on the individuals effect as an influencer as much as their role on pitch. All of these complexities will affect the perception of the sponsorship value and effectiveness. Sponsorship being unmanaged and unmeasured isn’t a new phenomenon. – Sponsorship ‘unmanaged and unmeasured’, WFA warns – The Media Leader. Shirt sponsors are basically dependent on the amount of time on screen. Sponsoring celebrities like Jackie Chan is more about attracting eyeballs to the companies advertising campaigns.

    (Jackie Chan represents a particular problem in this sector of sponsorship because he represented over 12 brands at the same time. From local companies that made game consoles suspiciously similar to Nintendo systems to Japanese multi-nationals Canon and Mitsubishi.)

    Part of this focus on sponsorship measurement might be about the culture change digital advertising created: How the digital revolution led to a greater justification for advertising – The Media Leader. Famously, telecoms executives love of particular sports influenced sponsorship programmes of their companies. Sir Peter Bonfield was a keen sailor and BT sponsored the Global Challenge yacht race series.

    Sir Chris Gent, over at Vodafone was a big cricket fan. The sponsorship would have been difficult to measure as a lot of the impact would have been in cementing existing relationships and facilitating new ones through corporate entertainment. With both, there would be some efforts to demonstrate the relevance of the sponsorship, but it was very much putting the cart before the horse.

    Beauty

    Avon Promotes CMO Kristof Neirynck to CEO

    Consumer behaviour

    Nostalgia is a curse in life and tech. – On my Om

    Culture

    Grateful Dead x Stundenglass Bong | Esquire – yes the Grateful Dead now have an official bong for resale, but the author’s deadhead memories are the thing to read on this article

    Design

    Tektronix’s Ceramic CRT Production And The Building 13 Catacombs | Hackaday

    Energy

    Virgin Atlantic is flying the first passenger plane using 100% alternative fuel from London to New York

    Finance

    This feels structural in nature and implies something is broken in Hong Kong’s capital investment and wealth management sectors: What Hong Kong’s banker malaise signifies | FT

    Health

    Let’s Talk About Obesity Drugs | Out-Of-Pocket – probably the best 101 on the current state of obesity medication as a market sector

    Hong Kong

    Deloitte and KPMG ask staff to use burner phones for Hong Kong trips | FTMoscow Rules in Hong Kong

    Innovation

    Europe finally sets date for Ariane-6 rocket debut – BBC News

    Ideas

    When journalism is emptied of journalism – Nieman Storyboard

    Luxury

    Luxury borrowing from sports apparel and mainstream fashion with its use of NFCs – From Tod’s to Balenciaga, NFC chips are luxury’s secret weapon | Jing Daily

    Louis Vuitton is selling a €6,000 digital mini trunk by Nicolas Ghesquière | Vogue Business – Louis Vuitton is selling a €6,000 digital mini trunk by Nicolas Ghesquière. The next product available to LV’s exclusive group of NFT holders is a mini trunk bag designed by the brand’s women’s artistic director. Only 200 are available, and the physical will land in March.

    Media

    Social media belongs to the creator economy—not users | Fortune – if that’s the case, expect regulation to come in much stronger

    People Are Absolutely Roasting Sports Illustrated’s Ridiculous Excuse for Its AI-Generated Writers | Futurism

    The Hundred-Year Battle for India’s Radio Airwaves | WIREDstate broadcaster All India Radio has 262 radio stations that reach almost every part of India, broadcasting in 23 languages and 146 dialects. There are over 388 private FM stations spread across the biggest and smaller cities – it is easy to forget that there are millions of people who still don’t access online media. And at the other extreme: Global SVOD subs to reach 1.79 billion by 2029 – The Media Leader

    Netflix Gave An Unproven Director $55 Million For A Sci-Fi Series, And He Blew It On Rolls-Royces, Crypto, And Dodgy Stock Bets – surprised Netflix hasn’t optioned a documentary to tell this story

    Online

    Is Argentina the First A.I. Election? – The New York Times

    Security

    War has spread to a sixth domain: the private sector | FT this concern is coming into focus as there is greater awareness of shrinkage in military orientated manufacturing capability: People are realizing that the Arsenal of Democracy is gone | Noah Smith

    A Civil Rights Firestorm Erupts Around a Looming Surveillance Power Grab | WIRED

    L3Harris to sell commercial aviation business for $800 million – Breaking Defense – renewed focus on their security business

    Software

    Magnific AI – I look at this and think of Blade Runner

    the world’s largest distributed LLM training job on TPU v5e | Google Cloud Blog

    2023 CommsIndex: Asia-Pacific Comms Heads Remain Wary Of AI’s Rise | PRovoke Media – clients are also concerned about potential job losses and skills gaps that may result from using generative AI tools to automate their work. The skills gap point doesn’t get sufficient discussion in talks about machine learning and automation

    Style

    Why Jerry Lorenzo and Adidas joined forces to create Fear of God Athletics | Vogue Business

    Deep Dive: Two DTC Brands – 2PM – Allbirds is on life support while ON Running shoes sails ahead

    Taiwan

    Taiwan and the True Sources of Deterrence | Foreign Affairs

    Tools

    Clipdrop – SDXL Turbo – stable diffusion image creation

    Kosmik • For All Mindkind – Pinterest and Pinboard meet Evernote

    The Best Social Media Analytics Tool | Measure Studio – taking a good deal of the drudgery out of social media account reporting

  • 2023 – that was twenty twenty three

    2023 has been an eventful year. I thought it made sense to go back and reflect on everything that has gone on this year. I was inspired to do this after coming across a similar post that I had done for 2005.

    Double Duck

    Contrary to what much of the tech sector believed just six months earlier, 2023 was not going to be the year of the metaverse. In reality, it never was. Sales of VR devices had dropped in 2022, and the technology was years away from the hype.

    It was also going to be a bad year for speculators buying and selling on secondary markets. Previous hot properties like Rolex watches, Porsche 911s and the luxury industry in general dip. Rolex watch prices peaked in 2022 and prices normalised during 2023, despite the watch industry’s efforts to sustain artificial demand. The weakness in luxury markets was mirrored by a weakening of the performance of luxury business. Cryptocurrency saw successful legal proceedings brought by the US government against two of its highest profile industry advocates Sam Bankman-Fried and Changpeng Zhao – both former CEOs of trading platforms FTX and Binance, respectively.

    LLMs and experiments in using them to generate a wide range of outputs drove technology trends instead. Amazon was noticeable by its absence from being at the forefront of this trend, despite its Alexa service. FOOH (fake out of home) became a marketing fad as clients didn’t have budget and still wanted to creat viral moments.

    From a health perspective 2023 was the year of Semaglutide. Novo Nordisk displaced LVMH in the third quarter to become Europe’s most valuable company. FMCG brands and retailers blame the drug (likely falsely) for impacting sales of certain food categories. WW (the brand formerly known as Weight Watchers) jumps into telehealth to offer the treatment direct to patients. Ozempic, Semaglutide or Wegovy were mentioned most days in the media.

    January 2023

    The rail strikes that had disrupted travel in 2022, continued into 2023.

    The Consumer Electronics Show (CES) kicks off 2023. Themes included narrow throw projectors to replace large panel TV screens. The Displace wireless TV looked to turn the large screen into a giant tablet device – as a gimmick it caught a good deal of media attention.

    CES had new areas that weren’t given their own focus just a few years ago around the Internet of Things:

    • Food technology
    • Health technology
    • Sports technology

    Harmon showcased a modular solution to car-based computers, allowing an upgrade path. Currently cars might be based on software and processors that are over a decade old. The Wall Street Journal pointed out the forthcoming ‘gadget gap’ due to a drop off in venture capital funding, resulting in less future start-ups.

    Apple launches its M2, M2 Pro and M2 Max series of processors

    Brand planning pioneer Jeremy Bullmore dies. Later on in the year so does the last vestiges of J Walter Thompson – the agency where Bullmore had his career.

    China ended its COVID-19 related travel restrictions as the world moved to managing the virus as endemic rather than epidemic. COVID ripped through the Chinese population with an estimated 90 percent infection rate. Lunar year related travel had been restricted in previous years under the government’s zero COVID approach. At the time there were great hopes of an economic resurgence, but the Rhodium Group pointed out that progress would be stymied by Chinese corporate and local government debt. In the face of government interference, China’s most famous entrepreneur Jack Ma cedes control of financial services business Ant Group.

    I read Adam Fisher’s oral history of Silicon Valley, Valley of Genius. The reality was that technology leaders were viewed in a more complex light during 2023 and the book title was indicative of the hubris infested in many Silicon Valley leaders. The FT highlighted how it felt software leaders were failing in the physical realm. Just writing that sentence made me think of big tech executives as JRR Tolkien’s ring wraiths. IBM loses its historic top spot in US patent filings and Microsoft invests in OpenAI with a view to integrate ChatGPT into their products and services.

    Mastodon the federated answer to gets a hard pass from the Financial Times after trying to run their own instance. It was a minefield of legal and regulatory issues.

    The US department of justice is investigating Binance – a crypto currency exchange. Already in January 2023, the ongoing legacy of the 2019 protests in Hong Kong carries on as the Hong Kong chief executive is given the right to ban Jimmy Lai’s British barrister from representing him agains the National Security Law charges that he will face. Talking of authoritarian regimes, the UK retail sector embraces facial recognition to try and combat shop lifting and violent crime in their stores.

    Huawei patents EUV lithography tools used for making microchips with pathways below 10nm in size. This news was greeted with skepticism. Later on in the year Huawei launches a processor that might have been made using this technique. This raises major questions about proliferation of critical technology.

    Meanwhile other Chinese companies look to launder their Chinese identity to be more acceptable for their foreign customer base.

    Professor Scott Galloway coins the term ‘Patagonia vest recession‘ to encapsulate how knowledge economy jobs have been impacted more than blue collar roles in late 2022 onwards. I write a post on it and it turns out to be the best performing blog post on my site this year.

    Asian communities celebrate the lunar new year (it’s the year of the rabbit).

    Work-wise I was enmeshed in a number of marketing and innovation projects for GSK Vaccines.

    At the end of the month, Adaline Lau passed away. Adaline was a friend that I made in Hong Kong.

    Adaline Lau, Asia Editor of ClickZ asking a question to Douglas Stotland of Facebook
    SES Asia: Adaline Lau, Asia Editor of ClickZ asking a question to Douglas Stotland of Facebook. Taken at SES Hong Kong 2011.

    Adaline had been living in Singapore and had moved back to Hong Kong. At the time I first met her, she worked reporting on the online media and advertising worlds for ClickZ as their Asian bureau editor.

    Prior ClickZ, Adaline had written at Marketing Magazine and The Singapore Marketer. Outside of her professional writing, Adaline was an avid blogger and photographer, constantly seeking out and documenting vegetarian restaurants wherever she travelled. For many years, Adaline’s Doufu Mafia blog, Flickr and Instagram account was the first place I pointed people to, when they asked about vegetarian or vegan fayre.

    February 2023

    The issue of the day at the start of February 2023 was Chinese spy balloons with a debate that raged for months about whether the balloons were surveilling sensitive military sites or not. The balloon in question had a payload that was 30 feet long.

    If the balloon had made it to the UK, it would have found very little to observe as much of the civil service, the NHS and railway unions were on strike.

    A freight train accident in Ohio inspires a barrage of online misinformation, a good deal of it happening via Chinese sources. The west and China might be locked in a cold war, but the information war is raging hot.

    In Japanese media circles, the last print issue of Popteen magazine marks the transition towards digital media for consumer magazines. Adidas continues its annus horriblis into the early part of 2023 with write downs on both Yeezy and Ivy Park collaborations with Kanye West and Beyonce respectively. Drop sales later on in the year of Yeezy designs help bail Adidas out.

    Online NORA (no real answer) or knowledge search is expected to become a thing as Microsoft provides ChatGPT powered search results. The results are a bit underwhelming. The Chinese government bans its own technology companies from providing services based on ChatGPT.

    The EU moves to ban the sale of new petrol and diesel-powered cars in 2035, there has been a lot of reflection about whether this is the right thing as Chinese government supported electric vehicle companies eviscerate Europe’s car manufacturers.

    Wegovy was launched in the US back in 2021, and by the beginning of 2023, the international discussion about obesity and weight loss management had gone global. Knowledge of the drug amongst patients and the general public spread far faster than the ability to prescribe it as a medicine.

    Pharrell Williams signs on as creative director for Louis Vuitton’s men’s collection. Williams has already worked on collections for Billionaire Boys Club and adidas. His appointment reinforces the ongoing links between premium streetwear and luxury. Meanwhile long time technology veteran Susan Wojcicki steps down from the CEO role at YouTube.

    20190818 Hong Kong anti-extradition bill protest
    Studio Incendo

    TV documentary maker and journalist Bao Choy launches The Collective HK, a new news media outlet. The increasing authoritarian nature of the Hong Kong authorities has seen the closure of several media outlets who had a different perspective to the authorities. Her decision shows immense bravery. The Hong Kong government launches its ‘Hello Hong Kong’ tourism campaign which was heavily criticised.

    South Park touches a British cultural live wire with their criticism of Prince Harry and Meghan Markle in the series episode ‘Worldwide Privacy Tour‘. My Mam and Dad knew far too much about this episode of South Park, it was unnerving.

    Nissan America launches a four-hour advert for the Nissan Ariya electric car. It owes a lot to the Lofi Girl YouTube channel.

    US television and broadband provider Dish Network gets taken offline by unknown hackers. It is an unprecedented infrastructure attack.

    Some UK retailers ration sales of fresh fruit and vegetables due to disrupted supply chains on products imported from southern Europe and north Africa.

    This month marked the first anniversary of the Russian invasion in Ukraine and the 50th anniversary of Pink Floyd’s Dark Side Of The Moon album.

    March 2023

    Silicon Valley pioneer and Intel co-founder Gordon Moore dies. Xi Jinping is appointed as the leader of China for a third term. This was considered to be a measure of how much power Mr Xi has consolidated around himself. China mediates a detente of sorts between the Kingdom of Saudi Arabia and Iran.

    US regional bank SVB (Silicon Valley Bank) goes bankrupt dizzyingly fast. Concern about smaller banks ripples throughout the world. Switzerland forces UBS to takeover Credit Suisse to prevent a similar crisis. HSBC picks up SVBs European business catering to start-ups and US technology companies with European offices.

    Microsoft shuts down its VR based social network Altspace VR. Altspace has a small engaged and passionate community, but it was all far too small to make a difference to Microsoft as it pivoted to LLM-based artificial intelligence. Open AI launches Chat GPT4, technology pundits and the advertising world lose their shit. Later on in the month Google opens early access to Bard – a ChatGPT competitor which receives much less publicity

    The Ford Motor Company patents a particular use case for autonomous vehicles, the ability to self-repossess itself if the owner misses their finance payments. The Chinese government detains members of due diligence research firm The Mintz Group. The more opaque China becomes, the less tenable it becomes to conduct work there, do business with Chinese companies or invest in Chinese companies and the Chinese economy. 

    In adland, my friend Iain Tait launches a new agency called Food. An academic research paper shows that negativity drives online news consumption. This has important implications, calling into question ad-funded online news media and social platforms used to consume online news.

    New York’s iconic I love NY tourism campaign gets an unnecessary makeover to We love NYC. It’s unnecessary and the typographic design is an abomination. Luxury car maker Ferrari gets hacked and its customer data gets leaked online.

    In a move that anticipates more office time in the hybrid work mix. Armani advertises bespoke suits and pushes a return to the office.

    Armani channeling the 1980s &  1990s hoping for a return to the office from hybrid working

    Adidas’ relationship with Beyoncé finishes. Ivy Park had underwhelmed in its performance, making less than 25 percent of its projected revenue. In China, women who had fallen in love with virtual characters during COVID arrange in real life meet-ups with cos-playing analogues.

    On a personal note, I had been using the Yahoo! platform including Yahoo! Mail for 25 years. I had forgotten this fact until Yahoo! emailed me to let me know.

    April 2023

    Chinese online marketplace app Temu launches in Europe and the UK, seven months after its US launch. It heavily features online advertising across social platforms like Instagram and Facebook. Like Wish it is the usual mix of scam listings, damaged and or late deliveries, incorrect orders and no customer service.

    Amazon closes the Book Depository. The service was closed down with just three weeks notice to customers and staff. It seemed a world away from when Amazon had bought the online book store back in 2011. I will miss it. It was a life saver when I lived in Hong Kong due to its free global shipping. It was also a place that I used for gift shopping, sending items to friends based abroad.

    Audemars Piguet looks to address rampant watch crime by replacing new watches that are stolen during the first year of ownership. This is a first for the luxury industry. De-influencing – a negative trend for brands used to social media influencers as boosters became a concern for industry marketers who had doubled down on influence as marketing pixie dust. De-influencing is when an influencer provides a negative review of a brand that they don’t like. In luxury beauty L’Oreal buys Aesop to bolster its luxury portfolio. The latest thing in luxury travel is a good nights sleep, with sleep tourism becoming a thing.

    Telehealth startup Ro, promotes its ‘Body Program‘ service to Americans. The service prescribes and ships Wegovy the obesity and weight management medicine direct to patients.

    Bud Light’s influencer marketing activity with transgender social media personality Dylan Mulvaney; sparks a boycott that sees sales drop by over 20 percent. It acts as a catalyst for a bigger discussion on the merits of brand purpose in marketing circles.

    Cloud phone service 3CX gets hacked, leaving lots of large corporates vulnerable to hacking. And in Australia, satellite failures cripple GPS enabled automation on tractors. This is important for sowing crops like wheat and barley. The feature allows the farmer to do the process much more efficiently.

    The modern world as we know it exists largely due to the Xerox corporately funded research centre in Palo Alto. Known as Xerox PARC had originally financed it to be ready for future innovation that would disrupt their existing business. In the end they weren’t ready. Innovation continues there to this day, but Xerox but handed over PARC to the SRI International. SRI conducts research and development on behalf of US government departments and companies across a wide range of disciplines. SRI had been where Doug Engelbart had done much of his key work.

    Damien Roach, aka patten releases Mirage.FM – the first album made purely with generative AI created sounds. It sits somewhere between early Reese or Juan Atkin electronic tracks and the layered production of The Avalanches. 7-Eleven Hong Kong uses generative AI created backdrops for their TV and video ads supporting their 7-Select food range.

    The Russo Brothers launch Citadel – a series on Amazon Prime Video. The show isn’t my cup of tea, but what was notable about it, was the degree of commerce integration. You could buy close to the same outfits the characters wore on screen.

    Citadel

    At work, our agency teamed up with online plant seller Plant Drop and researchers from Oxford University to promote the wellbeing and detoxifying nature of house plants. The government shuts down the NHS COVID-19 tracking app as usage had declined.

    A product giveaway went wrong for BMW. Not necessarily that big an issue, except this was in China at the Shanghai auto show. The brand had been giving out ice creams to stand attendees. They seem to have ran low and kept the ice creams strictly for foreign attendees. Chinese netizens, ever vigilant for anything they can construe as a slight went wild online. Meanwhile, the Milan Furniture Fair is called out for an exhibition of racist glass sculptures from the 1920s.

    May 2023

    The WHO had downgraded COVID-19 from its global health emergency.

    “This virus is here to stay. It is still killing, and it’s still changing,”

    Tedros Adhanom Ghebreyesus, director general, WHO (World Health Organisation)

    The regional bank crisis continues. First Republic Bank collapses and gets acquired by JP Morgan Chase. Unlike SVB, the international impact is muted. Part of this is down to First Republic being a true regional bank, whereas SVB had an international footprint that followed its technology client base around the world.

    Google demonstrates Bard, a ChatGPT analogue – with a heavy focus on generating software code at Google I/O 2023 – their version of Apple’s WWDC (worldwide developer conference).

    Klick Health published research showing that ChatGPT demonstrated 10x more empathy than medical professionals. Meanwhile, WPP announces a partnership with Nvidia to use generative AI in advertising.

    Disney continued its trend of poor performance in the box office with the live action adaptation of The Little Mermaid, it was particularly badly received in Asian markets. In the west, views were divided based on how important the viewer thought fidelity to the original films casting was important.

    Hublot took the movement in luxury towards a circular economy a little too seriously with a limited edition watch made from recycled Nespresso pods.

    The FT’s Cristina Criddle lifts the lid on how Bytedance had accessed her phone through the TikTok app and surveilled her.

    June 2023

    If there was a word of the month for June 2023, it would be decivilisation. President Macron used the term to encapsulate the widespread civil unrest and radical political action ripping through France in a closed door session with experts. The phrase was leaked and the rest is history. Decivilisation isn’t only a French phenomenon, in New York the beleaguered police department went after car manufacturers rather than car thieves.

    Apple unveils its Vision Pro goggles. You won’t be able to buy them in 2023, but Apple wanted to get out its software development kit out to have developers come up with potential killer apps. Apple sought to avoid the traps of the metaverse and comparisons to mixed reality devices with its ‘spatial computing’ concept. Alphabet scraps its next generation of augmented reality (AR) glasses, but continues to develop software for AR devices.

    German engineering manufacturer Rheinmetall puts a smart factory in a shipping container, allowing spare parts to be manufactured using additive manufacturing closer to where the parts are needed. There is a clear need in the Ukraine invasion battlefield.

    A submersible designed to take tourists to the bottom of the ocean implodes. The Ocean Gate Titan was taking passengers to visit the wreck of the Titanic. Omega chooses to launch the following teaser ad campaign at an inopportune moment.

    Omega watch advert a week after Ocean Gate submersible accident

    The Hong Kong government tries to spur consumer consumption with a campaign called ‘Happy Hong Kong‘ – a key element being a series of discounts at several local businesses. The government also sponsors the floating Double Ducks temporary installation by Florentijn Hofman in Victoria Harbour. One duck deflates in the heat. Hofman had previously exhibited one duck in the harbour in 2013.

    Disney’s woes continued into June with the commercial failure of Pixar film Elemental.

    In advertising, GroupM forecasts low growth in media spend. Meanwhile luxury conglomerate Kering buys British fragrance house Creed.

    July 2023

    If decivilisation was June’s word of the month, July 2023 would be represented by the term ‘doom loop’. Doom loop hit its zeitgeist as international media including El Pais and the Financial Times discussed multiple problems that are plaguing San Francisco. San Francisco is just the canary in the coal mine, with mayor Eric Adams seeing similar challenges just a couple of months later.

    Nintendo launches Pokémon Sleep – a gamified sleep tracker with Tamagotchi-type care requirements. Years of news coverage has been highlighting how insufficient sleep of Japanese workers and students has been harming their health and the economy. Twitter rival Threads is launched by Meta. It joins T2/Pebble, BlueSky Social, Mastodon and Post.news.

    The FIFA Women’s World Cup is held in Australia, brands get behind it and the public gets to see great football on the pitch. This sparks a discussion about sports media budgets and football as a business.

    Wild fires across Greece disrupt various holiday destinations, just as leisure travel hits its stride post-COVID. July would be eventually found to be the hottest July on record around the world.

    Barbeheimer – the act of going to watch Barbie and Oppenheimer one after the other at the cinema becomes a cultural moment. The movies are so different, there contrasting nature of the films, together with the post-COVID novelty of getting back into the cinema creates a box office chimera. In Japan, Barbeheimer was viewed negatively trivialising the crime against humanity inflicted on civilians in both Hiroshima and Nagasaki.

    In Hong Kong, McDonald’s Restaurants hold an art exhibition in conjunction with Kevin Poon to celebrate 40 years of the golden arches in the city.

    Toyota focuses on solid state battery technology alongside its work on hydrogen fuel cell-powered vehicles. Dyson’s abortive electric car project failed partly because it was unable to source solid state batteries. Meanwhile, a Reuters investigation found that Tesla cars were designed to lie about their range to their drivers.

    August 2023

    August felt like the world was on fire. The UK was in the middle of a heatwave. The news had coverage of wild fires in Tenerife, Greece and Canada. The smoke from forest fires in the Northwest Territories of Canada wrapped New York in choking smog. I worried about extended family in Toronto.

    The word of the month is gatekeeping – meaning to keep earned knowledge to yourself, such a personal favourite restaurant or life hack.

    Wiko stores indicates intent to file for bankruptcy and Clinton’s Cards closed a fifth of their shops. It isn’t only bricks-and-mortar retailers having problems, luxury e-tailer Farfetch closed down its beauty business. Meanwhile Rolex buys international watch retailer Bucherer, though their plans for the group aren’t clear and fire a good deal of speculation.

    China’s largest property developer Country Garden defaults on bond debt. Country Garden has been better managed than Evergrande and this shows how systemic problems are in the China property market.

    Google has one of the biggest changes that I can remember in its UK management structure; the rationale isn’t immediately apparent. Speculation starts on Meta’s microblogging platform Threads after usage drops off. OpenAI, the company who created ChatGPT is burning through $700,000 a day to run just one of their services with no clear path to profitability.

    The APG publish their results of their annual skills survey. Planners are required to have a ridiculously large set of skills, data and technology aspects were considered to be under-estimated.

    In a move that feels more like it should have been done in 2020, PayPal launches its own Stablecoin pegged to the US dollar.

    I launch a monthly newsletter published on this blog and on LinkedIn.

    September 2023

    Temperatures at the beginning of September went as high as 32 celsius. Stonegate who own the Slug and Lettuce chain of bars introduce ‘dynamic‘ aka surge pricing at the evening and during the weekend.

    Following events like the Bud Light boycott, a corresponding ‘anti woke economy‘ is emerging in the US to cater for socially conservative leaning audiences.

    The media and advertising sector continue to think that retail media will be the breakout channel for 2023. Meta stops supporting media on its platforms in Europe and faces a backlash from publishers and politicians. Rupert Murdoch announces his retirement and puts the family succession plan in place.

    Iconic computer game series Myst celebrates its 30th anniversary. Apple’s Wanderlust event sees new evolutions of its iPhone range and Apple Watch. Meanwhile IDC predicts that global smartphone sales will hit their lowest point in a decade, indicating market maturity and saturation. The UK walks back an attempt to gain access to encrypted messaging services like Signal, iMessage and WhatsApp. Technology vendors had threatened to pull out of the UK rather than attempt to comply with the proposed British regulations. Malcolm Penn’s Future Horizons updated their forecast for the semiconductor industry, predicting a return to growth. Iran’s religious leaders use artificial intelligence to issue fatwas.

    Toyota announces plans for mass production of solid state batteries for their vehicles. Production is slated to start in 2027.

    Russell Brand faces a criminal investigation, allegations including sexual assault, stalking and harassment. The media don’t bother reflecting on how the had acted as an enabler of Brand’s conduct over the years. Brand wasn’t the only one in trouble, US casino brands MGM Resorts and Caesars suffer from cybersecurity incidents that force the shutdown of their computer systems.

    Adidas’ Adizero Adios Pro Evo 1 are running shoes designed to last just one race. They cost $500 a pair.

    October 2023

    Qualcomm launches a series of processors designed to be used in personal computers. Their performance is supposed to be superior to Apple’s M2 family of processors launched back in January. A few days later Apple launches its M3 family of processors.

    Conflict breaks out on the Gaza strip with HAMAS taking hundreds of hostages and killing hundreds more. The event fractures progressive political support throughout the world.

    DeBeers resurrects their ‘A Diamond is Forever’ marketing campaign to try and arrest declining sales in both China and America. Studio Ghibli’s The Boy & The Heron has its UK premiere at the London Film Festival. It goes on UK and US general release in December.

    The Rugby World Cup is in full swing, but sponsor luxury watch brand Tudor is wrapped up in a dispute with the tournament’s referees over its role as official timekeeper.

    LVMH sees a 7 percent single day drop in share price, leading other luxury groups decline in value. Much of this decline is considered to be due to the perceived end to a golden age of luxury good consumption during the 2020s. Time will tell if this marks the luxury sector’s equivalent of the dot com bust.

    A Vogue Business research report finds that the fashion industry is still failing on size inclusivity. Meanwhile Nike collaborates with Dove on girl’s body confidence due to the confluence of their brand purpose and the realisation that a combined effort would be beneficial.

    Sales of electric cars decline year-on-year in the UK as vehicles don’t meet consumer needs in terms of range and pricing. Retail sales have hit a two year low; implying a broader cyclical downturn.

    Intelligence chiefs warn western technology companies about an uptake in Chinese attempts at industrial espionage.

    My alma mater Concentric gets acquired by Accenture Song from marketing group Stagwell. TV advertising costs have increased, but there is considerable debate on the degree of the increase. Meanwhile President Biden unveils an executive order to try and provide a regulatory framework for artificial intelligence development and distribution.

    November 2023

    The month starts with the closure of micro-blogging platform Pebble. Almost a year to the day of the bankruptcy of cryptocurrency exchange FTX, Sam Bankman Fried is found guilty of criminal charges including fraud. Russian volcano Klyuchevskaya Sopka erupts, while it was largely ignored by the media, the eruption disrupts trans-Pacific flights and air freight, affecting air routes to Korea and Japan in particular.

    The Institute of Practitioners in Advertising (IPA) and ISBA announce their principles on the use of generative AI in advertising.

    The UK hosts 2023 Artificial Intelligence Safety Summit – it probably more important in spurring a direction rather than any ‘hard outcomes’. Despite the media coverage, most of the general public didn’t care. It won’t have burnished the reputation of prime minister Rishi Sunak and his interview with Elon Musk is particularly toe-curling.

    10 Downing Street YouTube channel

    The interview is part of Musk’s launch plan for Grok – an LLM-based chat bot to compete with OpenAI’s ChatGPT and Google’s Bard.

    Disney+ is to add a ‘with ads‘ subscription option.

    Gallup withdraws from China as the communist government closes the country off from the west. The South China Morning Post – historically Hong Kong’s paper of record celebrates its 120th anniversary on November 6, 2023. The English language paper is still important for luxury brand advertisers, alongside the premium end of the food service and beverage sector. How long that will remain the case is open to debate as Hong Kong looks to replace expat talent with mainland Chinese? Hong Kong still has the potential to surprise with its hosting of the 2023 Gay Games. This was the first time that they had been hosted in Asia.

    The China Project – a media business of informative podcasts, news and events closes abruptly on the same day as the SCMP 120th anniversary – the timing was pure coincidence. Kaiser Kuo and Jeremy Goldkorn interviewed a plurality of opinions and perspectives on all aspects of China. What did join the SCMP and The China Project was that their respective founders shared a similar vision. As the SCMP founders put it in the first edition of the newspaper:

    ‘tell the truth for the good of humanity’.

    South China Morning Post editorial Friday November 6, 1903

    Eurasia Group subsidiary, GZero Media ran a survey of attendees at the 2023 Paris Peace Forum about the state of democracy around the world. Over three quarters of participants surveyed were of the opinion that democratic progress was going backwards.

    gzero survey at Paris Peace Forum

    Humane launches their AI pin. It’s an interesting mix of ideas that represents a challenge to both smartphones ‘pictures under glass’ and AR goggles paradigm, but the use case for the AI pin isn’t apparent at launch.

    Russian cyber crime outfit LockBit who managed to affect the Royal Mail’s IT systems in January, net two big whales: legal firm Allen & Overy and China’s largest bank by deposits ICBC. The ICBC infection is supposed to only affect the systems of its New York office. Given the symbiotic relationship that groups like this have with arms of the Russian intelligence services, it’s surprising that they didn’t back away from the ICBC infection.

    ICBC is a state-owned bank, in Chinese terms this is like throwing a petrol bomb at a Chinese embassy. Changpeng Zhao, CEO of cryptocurrency platform Binance steps down over money laundering controls and could do prison time.

    LinkedIn passes 1 billion registered users. WeWork files for bankruptcy, weirdly the company got additional funding from SoftBank just days before going under. SoftBank lost $16 billion from its investments and loans to WeWork. Meta and Amazon team up to reduce purchase friction between Meta advertising for items on Amazon marketplace. A new in-app experience provides seamless shopping.

    Call of Duty: Modern Warfare III launches to a worldwide marketing blitz, just in time for the Black Friday consumer fest and Christmas shopping for middle-aged Dad gamers.

    Eli Lilly has its obesity treatment Zepbound approved by US regulator, the FDA and the UK’s MRHA. The efficacy of the treatment and Eli Lilly’s scale from marketing to operations represent serious competition for Novo Nordisk’s portfolio. (Disclosure: in a past role I worked on global advertising creative campaigns for Novo Nordisk’s obesity products). Expect these medicines to dominate the consumer and media zeitgeist similar to Prozac or Viagra during their respective heydays.

    YouTube launches a policy on AI-generated or ‘synthetic content’ as they called it. AI is already used widely in many content videos to provide a consistent narrator experience, such as King Clarence’s inner voice on the Jimmy & Clarence channel which uses Siri. What’s less clear from the policy is how YouTube will detect creators who don’t comply with their rules.

    I got to spend time at the FT Future of AI conference, great to see ‘danr‘ as Yahoos knew him on stage. While the complexity of trip planning screams out as an AI use case, the solutions introduced by travel sites aren’t great. Even the Booking.com CEO admitted it to Axios. Sam Altman leaves and returns to OpenAI – the not for profit / ethical control of the business in tatters.

    UK inflation drops to 4.6% as economic growth tends towards zero. WHO posts statement on undiagnosed respiratory illnesses breaking out across northern China.

    Leica launches the first camera to support the C2PA standard which ‘vouches’ for the integrity of photography and considered as a way of helping authoritative sources to not publish misinformation.

    Charlie Munger

    Berkshire Hathaway‘s Charlie Munger dies just shy of his 100th birthday. Henry Kissinger managed to make it to a century, but many people will remember it as the day Shane Magowan left us.

    December 2023

    If COP 28 had been an instalment of a film franchise, rather than the UN Conference of the Parties of the UNFCCC, it would have been given a sub-heading of Oil Strikes Back? Ipsos’ Almanac highlights the consumer concerns about the latest generation of artificial intelligence models, the polycrisis, and the advertising keeps failing in numerous aspects of diversity.

    The UK high street took another low-key knock, Adrian’s Records – famous to record collectors around the world (and cost-conscious indie music fans of a certain age) shut their high street store. The business is still unwinding their stock via direct sales to the record retail trade and both eBay and Amazon marketplace.

    This is more down to the fact that owners Adrian Rondeau and Richard Burke are retiring. Adrian had been running the shop since 1969.

    Walmart launches Add to Heart; a short form video series that allows the audience to shop-the-look as they watch. This will run on Roku, TikTok and YouTube. Of course, this is only 18 years after Girlswalker’s Tokyo Girls Collection have been doing it…

    Robinhood, abandoned an effort to launch in the UK 3 years ago, it came back at the beginning of December with a waiting list. By comparison, fans of Grand Theft Auto will have to wait until some time in 2025 for the next instalment to drop. The trailer set in contemporary Florida has distinct synthwave vibes.

    Games Workshop has partnered with Amazon to bring Warhammer to life. Probably a smart move given how Amazon has sympathetically developed Lee Childs’ Jack Reacher series and Michael Connolly’s Bosch books.

    McDonalds delves back into their marketing archive to inspire a new format of restaurant: Cosmcs. They’re probably hope it memes like the Grimace shakes during the summer. Travis Scott’s Cactus Jack has gone from partnerships with McDonalds and Nike to hitting its acme with Audemars Piguet on a set of 200 highly customised Royal Oak watches. They are already on the secondary market for $500,000 within a week of its launch. It’s a bit of a risk, as Scott’s had moments just as controversial as Kanye West, representing brand reputational risk.

    Unilever investigated in the UK by CMA over its green claims. Having been on the inside, I can say that the green efforts are genuine. They also involve trade-offs, so refill plastic sachets would have a lower carbon footprint for transport, but they’re still plastic. Being second-guessed by regulators adds to the complexity.

    Former proprietor of the Hong Kong Apple Daily newspaper and British citizen Jimmy Lai goes on trial in a case that is expected to take about 80 days to be heard. Lai’s case is the most prominent trial under the Law of the People’s Republic of China on Safeguarding National Security in the Hong Kong Special Administrative Region. Lai is charged with ‘collusion with foreign forces’ and sedition.

    Hong Kong Police announced bounties against five people overseas on on suspicion of inciting secession or colluding with foreign forces. This includes the founder of Hongkongers in Britain, and a US national working for World Liberty Congress.

    With courtroom drama taking up much of the oxygen in Hong Kong, it’s not surprising that the top grossing domestic film in 2023 was courtroom comedy drama A Guilty Conscience – which grossed five times more than any other Hong Kong film in the box office this year – and the highest grossing Hong Kong or Chinese film in city to date, surpassing the previous record set in 2022.

    The French Competition Authority €91 million ($100 million) fine for Rolex France restricting authorised dealers from selling watches online isn’t likely to benefit multi-brand dealers and instead more likely to drive vertical integration. Vertical integration was partly to blame for the fire sale of Farfetch to Korean online services firm Coupang.

    From an adidas perspective, we’re now in a post-Yeezy & post-Ivy Park world. It launched a joint venture with fashion house Fear of God as a long term collaboration a la Y-3 with Yohji Yamamoto. They indicated that they want to move away from the hype drop model that fuels secondary markets (StockXGOAT etc.) and build something ‘more sustained’. 

    While we’re on the subject of hype, it started for Christmas adverts started before Hallowe’en. The advertising industry needed a good news and the 4.8% lift (year on year) in UK advertising spend for Q4 was a sorely needed top-up for the sector. This year’s tone through the ads is more downbeat reflecting a subdued economic environment. Loath as I am to nominate one effort over another during the Christmas season; Uncommon Studios for JD Sports ‘a bag for life’ was an acknowledgement of how iconic the draw string bag is, and has been since before Liquid’s Sweet Harmony first rang out. Liquid’s Eamon (aka Ame) works making music for advertising and TV for Clerkenwell Sound Collective while releasing tracks under the Liquid name and Shane (aka Model) is still making music. Perhaps it’s better that they didn’t show how messed up your kicks will be after dancing all night in a basement or industrial unit.

    On a more serious note, the small details in this got me and gave me goosebumps; in particular the ever-present sirens of urban Britain in the background at the end. It’s not ‘Christmas’ – it’s a working class Christmas. For me, it’s timeless and adds yet more grist to the mill on thinking about things in terms of life stages rather than ‘generations’ which hides what unites us and creates false divisions. 

    Midjourney version 6 is released, so by the time St Stephen’s Day (Boxing Day for UK people) or December 26th for the rest of the world – my LinkedIn feed became flooded with images people were prompting whilst bored post-turkey dinner.

    Meanwhile WHSmith, quietly rolls out a rebrand for its shop signage with WHS. I didn’t think I would be writing about a rebrand this late in the year, but it makes sense being able to get shop fitters in during the Christmas holiday.

    The new sans serif font and blue background parallelogram confuses the media and consumers due to its resemblance to the NHS logo. While the more design conscious among us may realise that the NHS uses italics to suggest movement, whereas WHSmith uses the box instead, some consumers won’t see the nuance.

    At the time of writing, I don’t know what job the rebrand was designed to do. I have a hypothesis that the semiotics of the design were to imply that the stationery shop is a valued service to its customers (like the NHS). The consumer confusion is understandable, given that many town centres had NHS-branded COVID vaccination centres. This is part of a wider change at WHSmith; which is increasingly dependent on its travel terminus business in airports and train stations in the UK, Europe and the US.

    The rebrand hadn’t been extended to their online presence so far. If the storefront signage has been confusing, extending the rebrand to mobile web bookmarks and mobile app icons would likely cause even more confusion. Might there be enough time to consider bringing back the WHSmith ‘cube’ icon?

    I will finish up on Google’s year in search, though having done these lists for Yahoo! Search in the past, I have a good idea of how sanitised these trends reports are.

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  • December 2023 newsletter

    December 2023 newsletter introduction

    I put the December 2023 newsletter together early because I know how December goes.

    Strategic outcomes

    It used to be that Christmas parties and a gradual disappearance of clients and colleagues meant that the month effectively ended on December 15.

    adidas newburgh street
    Christmas card from the old Adidas Originals boutique on Newburgh Street (as I write this the store is now occupied by Ralph Lauren’s RRL brand

    In recent years all that went out the window. Clients called pitches for early January, which meant working up to and over the Christmas period. New projects came in that absolutely, positively had to have a first round of creative for the first week in January. 

    Whatever the holiday season throws at you, and whatever your favourite festival of choice to celebrate it is called. Have a great one! (Here’s a soundtrack for the vibes.)

    Being thankful.

    A good deal of December is about being thankful. The people and things that I am being thankful for (a by no means complete list).Things and people that I am being thankful for (a by no means complete list). 

    • My strategy brethren: Parrus Doshi, Lee Menzies-Pearson, Sarath Koka, Colleen Merwick, Maureen Garo, Conall Jackson, Alice Yessouroun, Makeila Saka, Zoe Healey and Calvin Wong
    • Client services and creative partners who were in the thick of it: Greg Barter, Francisco Javier Galindo Aragoncillo, Anthony Welch, Ian Crocombe,  Leanne Ainsworth, Stephen Holmes and Noel Wong
    • Other smart people in the industry: Stephen Potts, Jeremy Brown, Darren Cairns, Robin Dhara, Martin Shellaker and Lisa Gills
    • Things: WARC, the IPA

    With that done, let’s get into the December 2023 newsletter!

    Things I’ve written.

    • Thinking about listening pleasure and the amount of factors that affect how we listen to music.
    • Omakase – how a personalised experience migrated from high end Japanese sushi restaurant to reinvent food and beverage practice in Korea. What is it likely to mean for the rest of us?
    • Beep – time, time signals and changing consumer behaviour.
    • Soft girls and slackers – why generational dropout is likely to be a fiction and the true picture of how engaged we all are at work.

    Books that I have read.

    Technofeudalism: What Killed Capitalism by Yanis Varoufakis posits that Europe has already moved to a post-capitalist (and post-political) technofeudalist state where technology platforms are the defacto rulers. Varoufakis is more important in the way his book will likely influence future regulation and digital policy than as an analysis of the current zeitgeist per se. His viewpoint on the rentier economics of technology platform businesses is shared by other thinkers and academics including Lina M. Khan of the US. Federal Trade Commission.

    Warren Buffett and the Interpretation of Financial Statements by Mary Buffett and David Clark. What I would have given for this book when I was studying my finance module in the first year of college. Buffett and Clark break down a bit of the history of Warren Buffett and what to look for on financial statements of publicly listed companies in a very homespun style. I don’t know if it’s a deliberate effect but even the cutting of the thicker than normal pages and inconsistent printing adds to its homespun feel.

    Underground Empire: How America Weaponized the World Economy by Harry Farrell and Abraham Newman and Licensed to Kill: Hired Guns in the War on Terror by Robert Young Pelton. Both of these books were recommended by friends directly involved at one time or another in GWoT – the global war on terror.

    Licensed to Kill reminded me of Kipling’s portrayal of ordinary British soldiers in India. Their stories were never told by the historians. It is a similar state today with the contractors that serve in the conflict. There is at least one example where they are whitewashed out of a story in real-time by the US military, who instead gave credit elsewhere in their press statements. It’s fascinating and hugely dispiriting all at the same time.

    The surprise for me was that the US reliance on contractors didn’t go back to the first Gulf War, but all the way to Vietnam where oilfield services and engineering contractor Brown and Root were responsible for 85% of the infrastructure deployed. Something I’d never seen mentioned before.

    Underground Empire focuses on how financial and trade measures were used by the United States during the conflict and since. My main criticism of the book would be its singular focus on the US, whereas we have also seen these tools used by the European Union, China and Russia in more recent times – with varying degrees of success.

    Things I have been inspired by.

    The power of nostalgia is constantly underestimated in brand marketing. It’s why you remember ads and jingles decades later – the ‘long’ of The Long and The Short of It. Nothing is more wrapped into nostalgia than what marketers call ‘moments. Christmas is a classic example of a ‘moment’. Christmas in the Carroll household means working with my Dad to get his electro-mechanical control unit and Christmas tree lights down from the attic and carefully assembled in the front room. These lights are old, filament bulbs. Amazon’s plethora of LED lights for the tree mean that you no longer have the opportunity for training in zen-like patience on a December afternoon; checking and replacing each bulb that was blown in order to get the lights to work. Each year my Dad’s tobacco tin of spare bulbs gets precipitously closer to empty. 

    The tree itself was proudly made in Hong Kong sometime in the late 1960s or very early 1970s with authentic looking plastic pine needles held on branches of tightly wound wire about as thick as a coat hanger, held upright by an ancient plastic-legged tripod. The mechanism to run it is something my Dad cobbled together soon after buying the tree. The lights are wired into a giant disc of metal contact and a former radar motor swings around an armature to activate each contact in turn. All of this is held on a stout board that also has a circuit with a dully glowing bulb to provide resistance. The heat given off by the board and the dull light in a darkened room when it’s going is a reasonable substitute for an open fire in the smokeless zone where my parents live. 

    The smell of carbon bushes burning and old electrical products warming up is as much Christmas to me as cinnamon or an Old Spice gift set. 

    Once everything is running optimally it is covered in fibreboard boxes that are still wrapped in unblemished vibrant kitsch 1970s Christmas paper.

    Another element of Christmas in the Carroll household is Jim Reeves’ 12 Songs of Christmas album that my parents have on repeat from December 1st onwards. 

    I took a trip down to the Young V&A museum in Bethnal Green to see their Japan: Myths to Manga exhibition. It’s designed for little people but delightfully curated.

    Sailor Moon animation sketch
    Sailor Moon drawings from the animation cells

    This month, I have been mostly listening to Patten’s second album alongside all the Christmas music. Patten uses AI created samples as his instruments on his tracks. His first album using this technique Mirage.FM reminded me of early 1980s techno in terms of its avant garde, at times discordant sound and tempo. The latest album Deep Blue feels much more organic, closer to hard bop jazz.

    I was inspired by an end of year wrap-up by the folks at Superheroic AI on the leading edge of creative tools, which will feed into something I will drop in the new year.

    McSweeney’s reimagined Spotify (and last.fm‘s) end of year recaps as if WebMD had done it…

    But Ged, why no Christmas adverts?

    By this time of the month, I am over Christmas adverts already, instead here’s a vintage clip from the Republic of Telly that explores some of the tropes of Christmas ads. I suspect that this was strongly influenced by campaigns mobile phone network Three Ireland had run over a number of years, but neatly skewers the cliches in much of Ireland’s adverts that come to focus on family members who can’t come home.

    RTÉ television

    Ok, ok, I will give you a Christmas ad, just not one of the ones that you’re expecting. In Japan, Christmas is when people eat KFC (this is down to KFC’s first Japanese franchisee marketing to expats looking for a turkey substitute on Christmas in the 1970s, which then became a wider thing in Japanese society). It is also a kind of mid-winter version of Valentine’s Day since it’s not bound by its western context. Which is why Sky condoms dropped this advert below. Thankfully there is no awkward fumbling with a drunk colleague in the stationery cupboard in the advert.

    Going beyond Christmas and into 2024, Trendwatching have created an interactive web page outlining 15 industry-specific trends and 45 innovations related to the trends. Worthwhile going through for thought-starters, more here.

    Things I have watched. 

    It’s cold and dark and I make no apology for my films being unapologetically escapist and and entertaining to try and counterweight the drab conditions.

    Bosch Legacy season 2 – Titus Welliver as Harry Bosch is a great bit of casting and I have yet to tire of the Bosch series on Amazon Prime.. Part of this is down to Michael Connelly’s involvement, who has done a good job keeping the show in tune with his books. Season 2 is based on The Wrong Side of Goodbye and The Crossing. If you haven’t watched any of them start at the beginning with Bosch season 1 and work your way through to the Bosch Legacy series.

    Reacher season two – I always found Tom Cruise’s adaption of the Jack Reacher books a bit odd. I liked watching him play opposite Werner Herzog, but Cruise wasn’t Reacher. In the Lee Childs books Jack Reacher’s a blond blue-eyed man mountain. He’s not a weirdly intense Napoleon-sized fragile soul – the very things that made Cruise fantastic in Magnolia. In the Amazon Prime series, that is not an issue because former teenage mutant ninja turtle Alan Ritchson fits Childs’ character to a tee and the character development is really well done. Season one was amazing and season two is off to a great start. This season is based on the book Bad Luck and Trouble.

    The Lord of The Rings – I was in primary school when I first got to see this film. We’d just read The Hobbit and aped around hall acting out part of The Lord of the Rings that we were reading in class. Ralph Bakshi’s animation of the first book and a half of LOTR amazed me with its mix of animated characters and rotoscoped backdrops.

    Ralph Bakshi in his own way has been just as much a visionary as Walt Disney, he brought a ‘realism’ to his animation. Due to a dispute with the studio Bakshi refused to make the second part of this film which is a shame. When you get to see Peter Jackson’s trilogy, the first film in particular, draws on Bakshi’s work shot for shot in parts (as well as the famous BBC radio drama from 1981). I have enjoyed watching this regularly since, along with Bakshi’s other works: Wizards and Fire & Ice.

    Useful tools.

    TeuxDeux.

    It’s hard to get a to do list that works for you. Trust me I have tried a number of them. What works for me may have variable mileage for you. I have been finding TeuxDeux working for me at the moment and it’s $36/year. Secondly, I like small software companies that are more invested in their software or service and won’t ‘sunset’ (that’s Silicon Valley-speak for shutting down a service) it at the drop of a hat like Google, Yahoo!, Meta etc.

    EmbedResponsively.

    An oldie but goodie, EmbedResponsively provides a simple service that allows you to put video on a page that will adapt to the viewing device.

    FREEKey system

    I needed keyrings for my parents that were easy to put keys on or off. My Mum isn’t particularly patient and a broken nail spurred my search for them. The Swedish designed FREEKey system of keyrings solved that problem.

    Infogram

    Infogram is a service that makes it easier to create data visualisations of different types that I have found useful over the past couple of weeks.

    Control Panel for Twitter

    Twitter is style annoyingly useful at times. I have got around the worst aspects of it through the use of lists of trusted accounts in certain areas. Control Panel for Twitter is a plug-in that rolls back some of the amendments that Twitter has undergone by Elon Musk.

    In terms of my own post-Twitter active social channels, you can find on Mastodon and Bluesky. I am still recovering from the trauma of Pebble closing down as it had the best community of all the post-Twitter platforms. 

    Cyberduck

    When I first started using Cyberduck, it was to access FTP servers for images and videos being transferred. Now it’s more about accessing cloud storage facilities such as Google Drive and Dropbox, without having to synch all the files on to my computer. It can even work with Egnyte within reason.

    The sales pitch.

    Now taking bookings for strategic engagements or open to discussions on permanent roles. Contact me here.

    More on what I have done to date here.

    bit.ly_gedstrategy

    The End.

    Ok this is the end of my December 2023 newsletter. Be excellent to each other, have a great Christmas and New Year, I look forward to seeing you back here in 2024.  Let me know what you think or if you have any recommendations to be featured in forthcoming issues. See you next month!

  • Canon semiconductor manufacturing disruption + more

    Canon semiconductor manufacturing disruption

    I started thinking about Canon semiconductor manufacturing disruption when I read this article: Canon looks to nanoimprint tech for 2nm lithography | EE News Europe. Canon semiconductor manufacturing disruption looked on the horizon with the announcement of its nano imprint technology. Nano imprint approach is something that has been explored for a a couple of decades, but had so far been rejected due to challenges of implementation.

    Moore's Law over 125 Years
    Future Ventures on Moore’s Law

    Canon now claims that they have it ready for production on middle edge processes with a potential address current leading edge processes. Canon has stuck with nano imprint as a development approach because it is adjacent to Canon’s core technology expertise in inkjet printing.

    Canon semiconductor disruption depends on whether it can change the technology roadmaps of memory chip makers and other fabs. This is going to be unlikely, but Canon semiconductor manufacturing disruption could disrupt the outlook for other vendors, notably Dutch equipment maker ASML.

    Canon semiconductor disruption seems to be part of a wider movement to rethink how semiconductors and adjacent products are manufactured to better facilitate further scaling at reduced capital costs, but few if any will be successful: Dracula plans Europe’s largest OPV plant with inkjet printing | EE News Europe

    China

    Scottish Water admits solar farms could use parts linked to China’s forced labour camps | Scotland | The Guardian

    The end of China’s economic miracle shows how China has followed a similar curve to Korea and Japan in terms of economic growth.

    CSIS

    Design

    A quote from Benedict Evans | Simon Willison – on the limitations of chat-based interfaces for LLMs

    Huge entertainment ‘city’ in Tokyo transformed with variable typographic identity – expect this to be fashionable in design circles

    Economics

    Retail sales, Great Britain – Office for National Statistics – UK consumers spending power is relatively inelastic and inflation is eroding it.

    Britain needs to take its sheds more seriously | FT – more attention needed for logistics and warehousing (I imagine that Brexit has added pressure)

    Energy

    Electric truck pioneer Volta Trucks files for bankruptcy | EE News Europe – supply chain collapse for its batteries caused the business to file for bankruptcy.

    Ethics

    Excerpt from ‘Career and Family’ by Claudia Goldin – Harvard Gazette – the idea of ‘greedy careers’ is very interesting.

    Starbucks is trying to distance itself from union workers who have taken a pro-Palestinian stance | Quartz – brand purpose is complex.

    Gadgets

    Daring Fireball: There’s a New Apple Pencil With a USB-C Port, and My Thoughts Turn to the Complexity of the Overall iPad Lineup

    Health

    EMA looks into falsified Ozempic with German and Austrian origins – Endpoints News – it was inevitable that this was going to happen.

    How neurodivergence became a subculture | Dazed

    Hong Kong

    ‘We don’t feel safe here’: Hongkongers in UK fear long reach of Chinese government | Transnational repression | The Guardian

    Innovation

    Japan trials wireless fast charging of moving vehicles | EE News Europe

    Yamaha’s Self-Balancing Motorcycle Seeks to Push Human-Machine Interface – Core77

    NEC develops 150 GHz Antenna-on-Chip transmitter IC | EE News Europe

    Japan

    Halloween Spooks Shibuya – Matt Alt’s Pure Invention – the impact of the western Hallowe’en festival on Japanese culture.

    Luxury

    A New Age Of Genderless Brands? – Branding Strategy Insider – Mikimoto pearls managing to attract men. I see this as an extension of century’s old ‘dandy’ culture from the pearly kings and queens, to 1970s African American style in Detroit and some of Dapper Dan’s work that looked to come up with ostentatious looks.

    Marketing

    WPP, Y&R, WTF? ‘Merging’ Away Storied And Expensive Agency Brands Doesn’t Add Up | The Drum

    Brands lose by ignoring Gen X — here’s what the numbers say | Marketing Dive – the bit that these miss is that this cohort has always been missed out because of its size, this cohort has always been underrepresented in advertising. Secondly, half of your consumer life time spend is done by the time you are 35 and a lot of brand associations are built by then. More on the same theme which seems to have been provoked by a Wavemaker report – Myth-representation is mis-representation: What’s stopping brands targeting over 50s? | Creative Moment.

    DDB on localising adidas Originals: “We Gave the World an Original, It Gives Us a Thousand Back” | LBBOnline – I think DDB Hong Kong’s ‘original spirit’ is better than the global campaign theme.

    Media

    Jon Stewart’s The Problem Canceled at Apple Amid Creative Differences – The Hollywood Reporter“Mr. Stewart told members of his staff on Thursday that potential show topics related to China and artificial intelligence were causing concern among Apple executives, a person with knowledge of the meeting said.”

    Disney ads chief: TikTok is now our ‘programming extension’ – The Media Leader and TikTok moves into OOH and cinema – The Media Leader implies that TikTok represents an existential threat to media buying function of agency for some clients

    Online

    The Digital Town Square Doesn’t Exist Yet | The Atlantic

    Chinese Bloggers Might Soon Be Required to Display Their Real Names on Social Media Platforms – the government already knows who they are, this seems to be an effort to expose them more to the general public – which can be volatile and vindictive. And so, this is likely to be an effort to use crowd pressure to reduce divergent or innovative opinions, so the party becomes the originator.

    Security

    Latest 23andMe data claim would take leaked records to 5M • The Register

    Hamas-linked app offers window into cyber infrastructure, possible links to Iran | CyberScoop

    Five Eyes spy chiefs warn Silicon Valley over Chinese threat | FT

    Fearing China, South Korea targets firms building Taiwan navy submarines | Reuters

    Israeli Cybersecurity Startups: Impact of a Growing Conflict | Dark Reading

    Predator Files: Technical deep-dive into Intellexa Alliance’s surveillance products – Amnesty International Security Lab more on it here.

    Software

    Amazon is thinking about quantumcomputing | Patent DropAmazon’s tech essentially acts as a middleman between a quantum computer and the user interface. First, a user makes a request with this service through an “edge computing device” — their own device that isn’t connected to the quantum computer itself. Then the system will “automatically translate the quantum task, quantum algorithm, or quantum circuit” into a representation that a quantum computer can understand. This system will then pick the right quantum computer for a certain job, and work with it on the back end to complete the request

    Taiwan

    New space age collaboration: how Taiwan’s satellite supply chain is driving innovation | DigiTimes

    Taiwan’s aging population | Taiwan Data Stories

    Technology

    Qualcomm, Google confirm RISC-V wearable chip | EE News Europe – something to think about if you were ARM Semiconductor. More here: Does Qualcomm’s new RISC V chip matter? | Digits to Dollars

    Foxconn taps Nvidia for AI data centres and EV factories | EE News Europe

    Chinese chip equipment makers grab market share as US tightens curbs | Reuters

  • Open AI+ more things

    Open AI

    Is Open AI the equivalent of Sir Hiram Stevens Maxim? Maxim invented the Maxim gun. A belt fed machine gun that helped colonial powers grab territory in the scramble for Africa. It was reputedly used by one British official to help clear game from land that was soon to be put to farming use in Kenya. Later on it was used by both sides in the Russo-Japanese war and World War 1, due to Maxim’s business associate Sir Basil Zaharoff.

    Investors are betting that Open AI will have a similar role in the battle shaping out between tech giants over generative machine learning related processes.

    OpenAI Deep Dive w/ Sam Altman
    Sam Altman of Open AI

    When a company that has issues with making profits can raise money at a valuation of $85bn, it becomes abundantly clear that investors in generative AI have taken leave of their senses

    OpenAI – Haymaker – Radio Free Mobile

    I can understand the argument that Richard Windsor is making with this argument. While others might point out how dominant funding drove Amazon’s present-day monopoly, there are other precedents like Netscape, General Magic, Uber and WeWork that others can point to.

    There are bigger questions about whether the LLM approach is in itself a limited model to pursue? If so, Open AI could look more like when IBM bet the farm on Josephson Junctions. The use of synthetic data implies that LLM scaling might already be at its limit. Nvidia looks like a better bet from this angle despite its own extremely high valuation.

    It looks like Amazon is not buying into the ‘Maxim’ hypothesis either: Amazon to invest up to $4B in generative AI developer Anthropic – SiliconANGLE – these are the people behind Claud.ai

    Consumer behaviour

    How Anthony Downs’s Analysis Explains Rational Voters’ Preferences for Populism – ProMarket

    Design

    “People living with disabilities are done waiting for accessible designs” | Dezeen

    Ethics

    Brand purpose has a lot of issues, but it’s worthwhile bearing in mind the kind of marketing Unilever was pushing out prior to buying fully into the concept. These efforts came to light from social sharing about the the British ‘vulgar wave’ that contextualised Russell Brand.

    Unilever Heart Brands UK

    While China’s ads skewed conservative compared to the UK’s vulgar wave of 1997 – 2012, this Axe (Lynx in the UK and Ireland) ad isn’t exactly on brand purpose. The spokesperson in the advert is Edison Chen. At the time Chen was a star in Hong Kong’s entertainment circles. But getting involved in street fights and a leaked hard drive full of pornographic images of girlfriends he dated meant he withdrew from the industry. Now he is better known for owning streetwear brand CLOT.

    And in the UK….

    Adidas Selling $500 Running Sneakers Only Meant to Last for One Race – is the ADIZERO Adios Pro Evo 1 the ultimate flex, or the ultimate green trolling move by adidas and why do they cost 500 USD?

    FMCG

    Dove Sparks Boycott Calls Over New Partnership—’Never Buy Them Again’ | Newsweek – controversial question, but have Unilever gamed out that conservatives are more likely to use Irish Spring or similar products over Dove? I suspect that there might be something in the semiotics of cleanliness in this. African Americans by contrast might have challenges like ashen skin that would benefit from soap that cleans and moisturises, hence the popularity of shea butter based products.

    Hong Kong

    Architect Demi Lee on Kowloon’s Walled City. The comparison with the idea of rhizome was very interesting.

    Ideas

    Demi Lee’s video on how elements of cyberpunk are leaking into our current reality.

    Dyson and the divide over working from home | Financial Times – this was true, then why is the Dyson vacuum cleaner and ball barrow held up as an exemplar of the plucky solo inventor / tinkerer toiling away in his potting shed / workshop?

    Innovation

    Intel Innovation 2023, Pat Gelsinger and the Future of the PC | Technewsworld – interesting areas of evolution, put efficiency and the right tool for the right job still need to be considered

    Q-Ships: An Option the Royal Navy Cannot Afford to Ignore | RUSI

    Legal

    Could ‘algorithmic destruction’ solve AI’s copyright issues? – Interesting article in the San Francisco Chronicle.

    Luxury

    Private equity company buys out family owned business and flips it as IPO: Birkenstock CEO Oliver Reichert: The Man Behind the Luxury Sandals – DER SPIEGEL

    The affluent Chinese tourist post-pandemic: What’s changed and how is luxury hospitality adapting?

    Europe’s Big Luxury stocks head into a bear market | RTÉ – I am surprised Hermés got belted seemingly harder than LVMH?

    Media

    DVD Rental Online – Rent DVD & Blu-Ray Films Online at Cinema Paradiso – better than Mubi and BFI Player

    Online

    Is the NFT Market Abandoning Artists? – Jing Culture & Crypto – not surprising

    Indonesian ban on social media transactions deals TikTok major blow | Financial Times

    Software

    ‘Robots can help issue a fatwa’: Iran’s clerics look to harness AI | Financial Times

    Schwab Network on generative ‘AI’ systems

    Web of no web

    The Metaverse – Volatile times – Radio Free Mobile 

    Google’s therapeutic smart speaker | Patent Drop – looking to emulate empathy