The North America semiconductor corridor looks at Mexico, the US and Canada as a potential production capacity eco-system for the semiconductor industry. The North America semiconductor corridor is framed in terms of increasing resilience in security. At the moment the semiconductor industry for reasons of cost and supply chain ecosystem is focused on the US Pacific coast and Asian countries from Singapore to Korea that face on to the Pacific.
In the North America semiconductor corridor also has a political advantage bringing back more high value jobs across Canada, the US and Mexico. There are considerable challenges to the North American semiconductor corridor from talent to energy and water requirements. The US CHIPS and Science Act has looked to catalyse some of the change required.
Ancient monuments to the dead
The summer solstice on Wednesday reminded me of Ireland’s stone monuments. Some like Newgrange have a calendar type element, but most of them are solely monuments to the dead. The megaliths continue to guard their secrets well despite the educated deductive reasoning of archaeologists.
Wilkie Collins radio dramas
Wilkie Collins along with Arthur Conan Doyle invented what we now know as the detective genre. This stream of Wilkie Collins dramas is better than modern productions on BBC Radio 4.
Technics SL-DZ1200
Techmoan did a review of the Technics SL-DZ1200. I am a big fan of the DZ1200 over Pioneer’s CDJ devices and they did a good rundown of the device. Hopefully, the DZ1200 will come back in a new and improved form if Technics relaunch of the SL-1200 is sufficiently successful?
Microsoft Auto PC
Auto PC
Back when I worked agency side on Microsoft I never heard about the Microsoft Auto PC experiment which seems to be Microsoft’s abortive move into in-car entertainment and information systems. This seems to be alongside the more successful personal digital assistant and nascent smartphones. It’s fascinating to see technologies like voice recognition, iRDA, compact flash (but not as a music media) and USB being incorporated because these capabilities were being put into future PDA and smartphone products.
CES launch
It was launched at CES in 1998 according to the Microsoft corporate website. It’s interesting, I still have similar problems with voice recognition.
Directions
The rudimentary directions software was similar to the turn-by-turn direction print outs that I ordered from The AA Route Planner service. during the mid-to-late 1990s for long journeys – but on your stereo screen. A similar approach was also taken by Palm app Vindigo for pedestrians about the same time. Disclosure: I worked agency side on the launch of the Vindigo London guide alongside the work I was doing on Palm PDAs at the time.
(The AA Route Planner service still exists, but it is now online rather than something you ordered over the phone and received via the mail. However you can still print out turn-by-turn directions. It’s also likely to not send you on some of the interesting routes that modern navigation apps seem to manage.)
Clarion
I feel sorry for Clarion who were Microsoft’s only hardware partner. Clarion is now owned by Faurecia SE, a French headquartered auto parts manufacturer with Chinese car manufacturer DongFeng Motor Corporation who were the local partner to Peugeot, Nissan and Honda’s efforts in the Chinese market as a key minority shareholder.
I was sparked to lead this post based on footage that I watched about a priest in South India with regards a robotic elephant. Robots in religion have taken off in both Shinto and Hindu ceremonies.
Japan
Academics have widely talked about how the Shinto-based belief system have aided Japanese societal acceptance of robots, in comparison to western society. Secondly, Japanese authors have been exploring what it means to be human and what kind of dilemmas and opportunities do robots and AI bring in a future society. Robots in religion are a natural extension of robots in society.
Buddhism leads the way
What’s less commented on is that Japan’s buddhist temples have been leading robots in religion. The reality is that many Japanese see Shinto and Buddhism as complementary in nature and get involved in both beliefs.
Japan has some unique religious challenges that are interlinked. Temples are struggling as less people are active in their religious practice, the factors for this decline is multi-factorial in nature.
A second challenge that as the population shrinks roles need to be automated. What started in factories is now impacting the food and beverage sector (vending machines and restaurant robo-serving staff), so it was only a matter of time that robots in religion would supplement the clergy.
India
In India robots in religion is about kindness and de-risking religious ceremonies. In South India elephants take part in religious ceremonies. However the conditions that elephants are kept in can be cruel in nature and even result in death. Secondly, elephants can unintentionally kill or injure people involved in a religious celebration. This report on NHK World shows how robots in religion have been adapted to Hindu needs.
Finally, the elephant robot is used in celebrations over a large geographic area and is easily transported around. Robots in religion are likely to make even more sense as India urbanises even further, as the benefits are amplified in the denser environment.
How confucianism, communism (in particular Stalin’s take on Leninism) and an accident of history has led to the nationalistic, fragile, insecure Chinese state with imperial ambitions we know today.
China’s ‘trinket town’ at heart of push for renminbi trade | Financial Times – Yiwu was one of the first cities in China to allow individual merchants to settle larger cross-border deals in renminbi. Most cities have an annual cap of $50,000. Given Yiwu’s reputation for cheap goods and flexible terms, helped by the fact that wholesalers do not pay either corporate tax or market rent, exporters have sufficient bargaining power to request settlement in renminbi. “When you have only one place to go to purchase something, the seller sets the terms on how transactions are settled,” said James Wu, a Yiwu-based furniture exporter who began demanding renminbi payments from Middle Eastern clients last year – the last quote is a great example of
Interesting video from NHK World on how temples are adapting to a lack of new attendees and priests. I am not sure whether this is down to demographic change or the secularisation of society
A Pokémon-Card Crime Spree Jolts Japan – WSJ – Japan has been staggered by a Pokémon crime spree. Stores are now paying for banklike security to ward off villains who go to extraordinary lengths, even rappelling down the side of buildings, to plunder Pokémon. Hosaka was working in senior care when he had the idea of opening a cozy card shop in the suburb of Machida where customers could mingle at tables. Instead, he says, the little cards, “have become like Rolex watches, gold, silver, platinum or used cars.” – It makes sense when you think of the cards being ‘real life NFTs’
Criminal Rolex Gangs and Traveling with Watches, Part I – WOE – crime affecting luxury consumption. Interesting that London is a crime centre is prominently name checked alongside Johannesburg, South Africa. This will impact luxury retailers, luxury travel and hospitality and auction houses
Luxury
Bay Area Lawsuit Alleges Man Spent $220,000 To Get A Watch He Never Got – there’s also the added complexity of Shreve recently losing its status as a Patek AD. The lawsuit brings some ten causes of action against Shreve, including breach of contract, intentional and negligent misrepresentation, fraudulent concealment, false promise, and unfair business practices, pursuant to California’s Unfair Competition Law – this was only a matter of time. Its the same in the UK
Ad agencies and clients clash: tension over transparency in fees, services | Ad Age – a talent shortage has left agencies without enough senior executives to service accounts. Combined, such factors contribute to what marketers see as an increasing lack of transparency. One executive who leads procurement across marketing and content for a major consumer goods company said the discounts and rebates that media agencies, in particular, get from a media buy have always been “murky,” but one area agencies have always been transparent in is breaking down their fees. The brand executive said auditors, working on behalf of the marketers, have previously been able to get agencies to disclose their margins, overheads and salaries without protest—it’s standard practice and allows clients to know they are being charged a fair price. But that’s starting to change, they said, having run into issues with getting shops to break down their fees in the recent agency review their company underwent
Media
This Year Next Year: 2023 Global Mid-Year Forecast – GroupM – calls the end of radio’s global growth story. Even taking into account streaming, WPP says that, globally, ad-supported audio has peaked. It will grow just 0.3% this year, says GroupM then “remain roughly flat over the next five years”. It’s about to join newspapers, magazines and broadcast television in a downward trajectory. GroupM also tackles the impact of AI on the industry. It reckons that within five years, the portion of “AI-enabled” advertising revenue globally will be worth $800bn. What is impossible to quantify is whether any of that is new money. Most likely, none of it. What is also impossible to quantify is just how dramatic the AI-driven reductions in cost of production will be. That sounds a relatively benign question until one realises that all those reduced costs are human jobs. GroupM identifies five key themes: Regulation (particularly around data privacy); connected TV (and an annualised 10%+ growth in the segment)’; AI “is likely to inform, or touch in some way, at least half of all advertising revenue by the end of 2023”; retail media to overtake TV by 2028; and “new business growth” (which sounds like the sort of thing an agency person would put in their predictions). Most importantly though, the GroupM outlook points to a more more significant factor. We’re at the end of a cycle that was defined by shifts between advertising channels, and then the disruption of Covid. “We are at an inflection point where the secular drivers of advertising growth above and beyond GDP growth are maturing, the pandemic upheaval is receding and the dynamic rise of digital advertising has slowed. This is the basis of our underlying forecast of mid-single-digit advertising growth over the next five years. However, the pervasive impact of AI on the world of advertising could change that.”
AI at Work: What People Are Saying | BCG – leaders love it, workers don’t. Businesses have only addressed the needs of leaders, which probably dialled up the anxiety with a sense that AI is something that happens to you and your career rather like a bad car accident
Beeper — All your chats in one app. Yes, really. – clients like Adium became less useful as Google and other services went away from common protocols and the IM giants AOL, MSN and Yahoo! disappeared. Beeper are trying to address this
Vintage Obscura Radio – back when I used to work at Yahoo! we had an editorial team who surfaced great websites like the Liveplasma, which allowed you to discover new artists and authors based on what you liked. Or The Cloud Appreciation Society. We used to package up the best of these sites in an event called The Finds of The Year. Vintage Obscura Radio would have definitely made the cut. What is Vintage Obscura Radio? It is web radio channel that surfaces songs from YouTube that have less than 30,000 views on YouTube at the time of discovery and were released before 1996.
It’s not powered by a machine learning algorithm, but by 70,000 music obsessed Redditors looking to surface nearly forgotten music. This takes us back to the best parts of the pre-social platform web, where there was more room for the weird and the wonderful. Vintage Obscura Radio is a pleasant distraction from doom scrolling.
Blind Spot Monitor
Ogilvy South Africa put together some clever in-dealership installations to bring the dangers of a vehicle blind spot to light for Volkswagen. Volkswagen were looking to promote the benefits of their IQ DRIVE system which eliminates blind spots for drivers, rather than eliminating other road users.
Gordon Murray’s five favourite cars
Gordon Murray designed some of the most iconic formula one cars for the Brabham and McLaren teams. He went on to design the McLaren F1 road car that preceded the current range of road cars, setting the bar for their looks, performance and handling.
Like Lotus founder Colin Chapman, Murray likes his cars small and light. I understand why, the most dangerous and most fun car I ever owned was a Fiat 126.
Gordon Murray’s five favourites are:
Lotus Elite / Lotus Type 14
DeTomaso Vallelunga
Lancia Appia with a Zagato designed and coach-built body
Abarth 1000GT Bialbero – a car I used to have on the wall of my bedroom as a teen. Bialbero means twin-cam
Alfa Romeo 1600 Junior Zagato
Murray admits that his collection skews towards the 1960s, which was when engineers often had to work with very little.
If
After a particularly trying week, one of our colleagues sent around the poem If by Rudyard Kipling. I found this version recited by Dennis Hopper from sometime in what I guess is some time in 1969 through to 1971.
Dami Lee on Studio Ghibli
Dami talks about the world building in Studio Ghibli films and how its creativity couldn’t have come out of ‘AI’.
Vending machine museum
Back when I first started work, we had a single Klix coffee machine which could just about vend cups of hot or cold water dolloped into a pre-filled plastic cup of coffee mix or powdered orange. These decades old Japanese vending machines put modern western machines to shame and are mechanical wonders.
The Threat of Decivilisation | Quillette – President Macron when having a Chatham House type discussion with sociology experts used the phrase processus de décivilisation – as a descriptor for the widespread civil and political unrest that has rocked France.
Rishi Sunak and Emmanuel Macron
On the face of it, decivilisation is an appropriate term if Macron believed that there was something rotten at the centre of French society. But the phrase decivilisation is problematic and Macron has been capitalised by French on the political left.
Renaud Camus
The crux of the left’s criticism is a work by the author Renaud Camus. Camus became famous writing a book called Tricks about a series of up to 45 stories (depending which edition you read) about one-night stands he had travelling around the world as a gay man in the late 1970s. Decades later Camus became more famous for his contributions to ideas of the far right, notably the great replacement concept in reaction to increased immigration in France from former French colonies. While these works were published in French they were summarised for English readers in his book You Will Not Replace Us!
In his works he describes the gradual takeover of France as decivilisation.
The left
The left drew a line between Camus work and Macron’s phrase and assumed that it was a way to build a bridge to the resurgent far right in France.
The reality is more complex. The degree of change in French society has driven backlashes in French society, in a similar way that Brexit and small boat immigration did in the UK. The problem for the left is that these reactionaries would have been natural constituents of the left. The left, like in many countries, instead has pivoted to degree educated urban dwellers, abandoning the workers to the far right.
Is French society really breaking down?
It’s hard to tell whether ‘decivilisation’ is really happening. Civil disturbances tend to happen during times of economic unrest and in the past has been a reset. There is a body of opinion who believe that social media has its thumb on the scales, driving things harder and faster without a countervailing force to help balance things out over time, like happened in previous decades.
Japan Rail Companies Limit Train Passes Due to Chip Shortage – these stored value cards also allow consumers to buy things in combinis as well as travel. They are similar to Hong Kong’s Octopus cards. What’s happening to the chips through? Japanese YouTubers have published advisory videos around the debacle for tourists to Japan. It seems to be a drive towards registration as much as anything else
Cigars are still a thing. This looks like a feature length video produced in conjunction between the YouTuber and a cigar manufacturer.
Marketing
Multi-factored reasons in nature why campaigns seem to be working less well. We know that as campaigns have become more digital, campaigns have been less effective and marketers being less confident in their campaigns. Interesting the way brand building on digital is danced around. The channels often dont work and measures are BS only a technologist would love.
OPEC – the national cartel for oil producing countries is having a meeting this weekend. OPEC stands for Organisation of the Petroleum Exporting Countries. For me, OPEC is something from my childhood. I grew up in the aftermath of 1973 OPEC embargo.
The 1973 OPEC embargo
1973, a coalition of Arab countries launch an attack on Israel, with a view to regaining land that had been lost during the 1967. The OPEC embargo was targeted at nations that had supported Israel during the Yom Kippur War:
Canada
Japan
Netherlands
Portugal
Rhodesia
South Africa
United Kingdom
United States
The reality is that the impact was so much wider than just the embargoed countries. For instance, Ireland wasn’t targeted, yet was impacted heavily by OPEC’s action. The time was critical as well.
The oil shift
The west had moved from coal to oil after the Second World War. Societies followed the same energy path that Winston Churchill mapped out for the Royal Navy back in 1911 for many of the same reasons. Oil offered many benefits in a way that it provided double the thermal content of coal. Boilers in power stations could be smaller, trains and ships could go double the distance.
Countries like Japan and Ireland had moved from coal fired power stations towards oil fired power stations. Car ownership had taken off. Finally, the US had been on a journey from using domestically produced and nearby oil (via Canada and Venezuela), to rapidly increasing oil imports from 1970 onwards.
This gave the OPEC countries a lot of leverage. The embargo finished in 1974 but oil remained at $11/barrel.
1979 oil crisis
The Iranian Islamic revolution disrupted supplies of oil to the west. In late 1978, with the revolutionary fervour in the air foreign oil workers left Iran. Iran tried to use Navy personnel to keep things going. Then in 1979 the revolution succeeded and The Shah vacated his head of state role and left Iran with his family.
With the exception of the Gulf War oil production and pricing was stable through the 1990s.
OPEC back in the news
The Ukraine war gave Middle Eastern oil producers an increased amount of leverage as European oil and natural gas customers pivoted away from Russia as a supplier. Countries like the Kingdom of Saudi Arabia are investing for a post-oil economy with large infrastructure projects like Neom and need a $80/barrel in order to make their balance of payments.
Yet the oil price currently is too low. This has created a fractious relationship between OPEC and the business press, especially Reuters and Bloomberg who are banned from their meetings. A good of the reason why oil prices are so low is that China’s economy didn’t surge back, and fast growing economies like India and China are getting cheap Russian oil. And despite what the Saudis might want, the price of oil at the moment is more affected by demand, rather than supply-related issues.
Saudia Arabia itself as exasperated this as it has bought Russian diesel and resold it on in South East Asia at a higher price as an arbitrage play.
China investigated Covid lab leak claims, says top scientist | Financial Times – Professor George Gao, former head of the Chinese Center for Disease Control and Prevention, told a BBC Radio 4 podcast that the Wuhan Institute of Virology was checked by experts to see whether the facility could have been the source of the coronavirus pandemic. – to be fair just because you investigate it doesn’t mean its true. I would have expected them to consider all possible vectors
Economics
US-China trade war would hurt Britain most, says leaked analysis | Sunday Times – The analysis finds that the UK’s economy will suffer more than those of the US, EU and China in the event of a full-blown subsidies war. It says the UK cannot adopt “a wholesale activist industrial policy” like the US, EU or China because it is only a “mid-sized economy outside major trading blocs”. The UK does not have the same “fiscal capacity or economic strengths” as the world’s superpowers, the paper goes on to say – not terribly surprising given that it’s about scale. Even inside of the EU there are likely to be countries that are clear winners and losers
Does Gender Diversity on Boards Really Boost Company Performance? – Knowledge at Wharton – Despite the intuitive appeal of the argument that gender diversity on the board improves company performance, research suggests otherwise. Results of numerous academic studies of the topic suggest that the presence of more female board members does not much improve — or worsen — a firm’s performance
Japan’s leading cyber security expert Cartan McLaughlin gives an update on the current state of global cybersecurity and shares insights on how Japan can protect itself against the increasing wave of attacks. McLaughlin also answered questions on effective defense tools, whether Japan is catching up or falling behind, and Russian cyber attacks on Ukraine.
Words I never thought I would see myself writing together in the one sentence hacking and farming. Farming represents a large part of the US economy, and, food supply chain has national security aspects to it for obvious reasons.
