Blog

  • Beauty calendars of China + more things

    Chinese beauty calendars

    How China’s Beauty Calendars Defined an Era’s Aesthetics | SixthTone – the history of China’s beauty calendars is the history of China opening up and closing back down again. The beauty calendars aren’t high art or pornography like the Perelli calendar of old. But for the time, they were at the bleeding edge of changing social norms after Mau. The calendars declined when the Xi administration stopped state owned enterprises giving or receiving calendars.

    Business

    ‘Chinese Antitrust Exceptionalism’: a book by Angela Zhang | Chillin’Competition – fascinating read on Chinese corporates the Chinese antitrust system

    Consumer behaviour

    Children Beating Up Robot Inspires New Escape Maneuver System – IEEE Spectrum – children are monsters at times. Really interesting article

    Legal

    Former Tencent employee ordered to pay US$167,000 for breaching non-compete pact after joining TikTok owner ByteDance | South China Morning Post – shocking. I hope ByteDance are picking up the tab for him. I am surprised that he lost, generally these contracts are hard to enforce. Secondly, the case wasn’t in Shenzhen where Tencent would win because that’s where their headquarters are, but in Beijing. Finally, the damages were surprisingly high

    Luxury

    Queen of the Night: One-of-a-Kind Porsche Taycan 4S Artcar by Richard Phillips Blossoms in Switzerland | Automobiles | RM Sotheby’s – Sotherby’s sees this as a direct line descendant of Janis Joplin’s painted Porsche 356; but given that this a brand art collaboration I see it more as a copy of the BMW Art Car project

    Why Gold Watches Are Increasing in Value and Demand – Robb Report – more of a opinion piece on why gold watches are have never had a better change of success than now due to increased market share

    Information security

    The UK Is Trying to Stop Facebook’s End-to-End Encryption  | WIRED – THE UK IS planning a new attack on end-to-end encryption, with the Home Office set to spearhead efforts designed to discourage Facebook from further rolling out the technology to its messaging apps. – Unsurprisingly Patel is using child molestors as its excuse. No words about how metadata and good police work can get around the limitations of encryption. When you take this in account with the new police bill going through parliament, it all looks exceptionally authoritarian in nature

    Suspected Chinese spies cover tracks in efforts to breach Vietnamese government | CyberScoop – more security related content here.

    UK

    Elite wars – The RuffianI understand why campaigners and commentators are upset by Sewell’s tone and by the over-managed press launch. But loudly complaining about this kind of thing while refusing to engage constructively with the arguments of the report seems irresponsibly trivial. After all, what’s at stake here is far more important than a dispute between elites over tone, terminology and media management. Everyone is in agreement that racism is a serious problem in Britain. Shouldn’t we focus our disagreements on what to do about it? – well worth reading the whole article and the reports that it links to. The Conversation covered most of the opposing views high points here: Race commission report: the rights and wrongs | The Conversation 

  • The split economy

    Split economy

    The split economy is used a term differentiate from the sharing economy. I first heard of it on the Robin Hood Snacks Daily podcast. The sharing economy has been discussed ad infinitum and is very popular. It encompasses high growth businesses like AirBnB, Uber and DoorDash.

    The split economy is used to differentiate itself from the sharing economy. They have some elements in common. Like the sharing economy, the split economy focuses on maximising the utilisation of assets. The difference is that the consumer isn’t paying for a just a service, but also fractional ownership of an underlying asset.

    An example would be fractional ownership of sports cars via ‘clubs’ :

    • Curvy Road
    • AutoXotica
    • Exotic Car Share

    Fractional ownership of art:

    • Feral Horses
    • Masterworks
    • ArtSquare.io

    None of these are necessarily ‘new’ business ideas, but they are now starting to get heat behind them.

    Pacaso

    Snacks Daily discusses a company called Pacaso. Pacaso buys high end properties and then divides it up into fractional ownership. They then charge a management fee to configure the home with personal pictures, a full fridge, fresh laundry and extensively cleaned. Its a sophisticated boutique experience, that is cheaper than full ownership, but with all the practical benefits.

    Pacaso

    Back in the day, Pacaso would have been described as a timeshare business. However the reputation of timeshares has been tainted by high pressure selling and criminality. Split ownership allows Pacaso to put distance between the timeshare sector and itself. It allows the business to ride the coat tails of valuations enjoyed by sharing economy companies.

    More similar posts here.

  • Adult male virginity + more news

    Adult male virginity

    Adult male virginity soars | Boing BoingThere are far more merciless forces in play, not least dating and hookup success being forced onto the same algorithmic curve as everything else on social media; the increasingly hypnotic impulse to live lives online; and the generally hopeless economic circumstances of young people who are getting very little out of life, but haven’t yet decided to burn it all down – interesting disparity between men and women in the data. I think the reasons behind adult male virginity soaring are multi-causal. I can see how adult male virginity trends will be be endlessly kicked around by a football to suit one viewpoint or another

    China

    How much will China grow as an export market? | Hinrich FoundationPolicy makers are currently in a conundrum over how best to engage economically with China. Underlying much of the debate is the assumption that China is a huge and rapidly growing market. While that has historically been true, the falling import intensity of China’s economic growth suggests a more limited market than foreign exporters assume

    A number of Hong Kong oligarchs brought up in mainland China, initially made their money on smuggling materials into China. This was back when the country was closed off. This included luxury goods, oil, truck tyres, machine parts or antibiotics. For instance, casino magnate Stanley Ho made his first fortune during world war II and the aftermath smuggling luxury goods from Macau into China. So it didn’t surprise me to see Fujianese Chinese connections involved in smuggling crude oil into North Korea.

    New York Times YouTube channel

    The New York Times Visual Investigations team used a mixture of old school investigative journalism and open source intelligence techniques championed by Bellingcat to blow open the story.

    What The West Misses About China – Persuasion – the move from soft to hard authoritarianism and how consumerism compensates for it

    Consumer behaviour

    The Complex Legacy of China’s Cinematic Pirates 

    Economics

    A Brief History of Semiconductors: How The US Cut Costs and Lost the Leading Edge | by Employ America | Mar, 2021 | MediumAs the industry matured and the competitive environment changed, the policy framework shifted as well. Since the 1970s, industrial policy has been incrementally replaced by a capital-light “science policy” strategy, while mammoth “champion firms” and asset-light innovators have replaced a robust ecosystem of small and large production-focused firms. While this strategy was initially successful, it has created a fragile system. Today, the industry is constrained on one side by fragile supply chains narrowly tailored to the needs of a few firms with enormous investment moats, and on the other side by the many asset-light design firms who are unable to generate or capture process improvements – this going into reversal is going to offer a bonanza for semiconductor manufacturing equipment vendors

    FMCG

    George Weston to sell Weston Foods » strategy – reorientation of the business towards retail and pharmacies

    Hong Kong

    Hong Kong Cantopop singer Eason Chan cuts ties with Adidas after brands reject forced labour – probably one of the odder celebrity backlashes against western companies not wanting to use forced labour in its supply chains. Chan is a Cantopop singer, he has low to no exposure to the mainland. His fan base is in Hong Kong and amongst the Hong Kong diaspora. On balance, give the age profile most of his fans will be ‘yellow’ in terms of their viewpoint. He is doing himself no favours by putting his head over the parapet. His fan base will shrink because of his hyper ‘blue’ alignment. I wonder what brought about his performative outrage. It carried more weight than Hong Kong politician promising not to wear another Burberry scarf until the brand backtracked on using Uighur picked cotton.

    Luxury

    Luxury groups warn £1bn in investment at risk from VAT relief cut | Financial Times – I know not a lot of people will be shedding tears and a lot of the tourists would be more interested in a Schengen area visa allowing freer travel. This might be less of a story than the industry makes it out to be because of Brexit.

    Luxury Brands Are Moving Into Online Stealth Mode. But How Can They Measure Success?At the beginning of this year, Italian fashion house Bottega Veneta signed off its social media accounts not with a bang, but with silence. The move, which was followed by the removal of its content on its Weibo account, was praised by many and marked a decided shift in the wider luxury market between brands that choose to be more inclusive in mindset, and those that are taking a more exclusive approach with their customers – I was surprised when many luxury brands went on to social media in the first place. On the flipside it makes complete sense for premium streetwear brands like Moncler.

    TikTok For Business – Moncler using TikTok for brand awareness

    Marketing

    What do consumers actually think of ads? – GWI 

    Media

    Apologist op-ed for disgusting racist tweets by African American editor against Asian Americans – Teen Vogue Editor’s Tweets Aren’t the Whole Story | The New Republic 

    Retailing

    H&M boycott in China intensifies over Xinjiang supply issue | Marketing | Campaign AsiaThe statement surfaced on social media yesterday and sparked an online storm of opinions. Comments on Weibo included “get out of Chinese market”, “the company’s clothes sucks, and I will no longer buy”, and “I heard that you are boycotting Chinese cotton, then I will boycott your products”. Chinese actor Huang Xuan has also terminated his relationship with the brand, according to reports. On his Weibo account, he posted a statement that said he was “firmly opposed to any attempt to discredit the country”. Those calling for a boycott claim that international sanctions against China are unjustified and based on “biased reports in foreign media and from international human rights campaigners”. – its a day with a ‘y’ in it, which means that China will be waging war by other means. The most recent high profile example would be the way Lotte was run out of China. The sooner the west start boycotting the Chinese market and supply chain the better. More at the FT – H&M and Nike face China backlash over Xinjiang stance | Financial Times 

    Technology

    Molson-Coors Discloses Cybersecurity Incident that Affected Production in 8-K Filing | Data Privacy + Cybersecurity InsiderMolson Coors Beverage Company (the “Company”) announced that it experienced a systems outage that was caused by a cybersecurity incident. The Company has engaged leading forensic information technology firms and legal counsel to assist the Company’s investigation into the incident and the Company is working around the clock to get its systems back up as quickly as possible.

    Inside the NSA’s War on Internet Security – DER SPIEGEL 

    Hacking Weapons Systems – Schneier on Security – there is no reason to believe that software in weapons systems is any more vulnerability free than any other software. I was reminded of ‘Windows for Warships‘.

    Alba Party supporters’ details hacked from website – STV News 

  • 2021 blogs that inspire me

    I wrote a blog post back in February 2014 that highlighted 40 blogs that inspired me, revisiting this post I decided to write about 2021 blogs that inspire me. But first how did the original list hold up in 2021?

    Original list in 2021

    Name / CategoryDescription
    Analysis 
    Wall Street Journal Corporate Intelligence blogNo longer exists, the link defaults to the Wall Street Journal front page.
    Edge Perspectives with John Hagel– No longer exists
    Monocle MonocolumnMonocle has kept the archive online, but the Monocolumn is no longer updated. It has been abandoned in favour of the Monocle Minute
    Organizations and MarketsOrganizations and Markets have their archive online but wrote their last post in 2016, ten years to the day when they first started writing posts
    Asia 
    AnalectsThe Analects last post was in November 2014
    Asia blogThe Asia Society have a blog which alternates between amazing photography from the region and analysis pieces with an academic / think tank type feel. It is still maintained
    Asian Security BlogStill sporadically posted to by Robert Kelly a Korean-based professor of international relations, it has some interesting posts analyzing the complex relationships across APAC. In 2017, became better known when his children gatecrashed a television interview he was doing via Skype with the BBC
    Bytes of ChinaNo longer available
    China Real TimeThe blog has disappeared and now diverts to the WSJ’s Asian news section.
    ChinaTechNewsChinaTechNews seems to have stopped at the end of 2020
    Hong Kong HustleStopped in 2017, but the archived posts are still available
    Jing DailyAll things luxury sector related in China.
    Jottings from the Granite StudioNow diverts to Jeremiah Jenne’s personal site
    May DailyMay Daily no longer exists
    Scene AsiaNo longer exists, instead it diverts to the WSJ home page
    Business 
    Andy KesslerBlog of the business author and former Wall Street analyst, mostly just posts the copy from his Wall Street Journal articles there now.
    Bronte CapitalAustralian authored blog with some interesting analysis on some of the business stories of the day with a very strong focus on US companies
    Strategyprofs.netThe archive is still available. The last post was written in 2016
    Union Square VenturesA mix of curated content and original analysis by staff from a New York-based venture capital firm
    Design 
    Cool ToolsKevin Kelly’s website which is a spiritual successor to the Whole Earth Catalog.
    designboomGreat new product site which cover product design to architecture products, handy to look through for inspiration
    DezeenSimilar to designboom but more focused on architecture
    IDSA Materials and Processes SectionNo longer active
    Thinking and SharingHasn’t been updated since November 2020
    Ideas 
    BBH LabsRandom assortment of posts from the innovation team at BBH, always something to think about
    ExcapiteIdeas of exploration in the network economy
    PARC blogBlog no longer active
    Insights 
    CEB Iconoculture Consumer Insights BlogMerged into GartnerGroup’s other blog posts
    Creative Culture InternationalNuggets of consumer behaviour insights from around the world
    GfK Insights BlogGlobal market research agency posts based on some of the research they carry out, has a mixed bag of content
    The comScore Data MineNo longer active
    WPP Reading RoomNo longer active
    Online 
    China Internet WatchThink Techcrunch for China
    China Social Media blogNo longer active
    Facebook Developer BlogLess of a pleasure, more of a professional necessity to try and keep with up with the latest developments on the Great Satan of social
    Technology 
    FluxxNo longer running a blog
    Infinite LoopArs Technica’s Apple-focused channel, quality analysis
    Michael GeistCanadian expert on intellectual property and online privacy. Blogs analysis with a North American focus
    Tech-On!Blog no longer published in English
    The WirecutterA ‘best of ‘ website that looks at different technology categories

    What surprised me about the 2012 list is how many blogs covering different aspects of China in terms of the technology scene, culture and online life have disappeared or stopped being updated. Despite the fact that now, more than ever, they are needed.

    Major media outlets have walked back from building blogs based on interest areas or personalities ( like a traditional newspaper columnist).

    By comparison, I have a compiled an exemplar list of inspirational 2021 blogs. I look at more but that would be ludicrously long to compile.

    2021 blogs that inspire me

    Name / CategoryDescription
    Analysis 
    Marginal RevolutionEconomics blog of Tyler Cowen and Alex Tabarrok, both of whom teach at George Mason University
    Naked CapitalismNaked Capitalism is an educated critique of post Reagan / Thatcher Chicago School of economics
    Global Risk InsightsA mix of current affairs and economics from an international team of policy wonks and economists
    LawfareCurrent affairs analysis in association with the Brookings Institute
    ProMarket A curated newsfeed of articles on the intersection of technology, policy and economics
    VoxEUEU focused policy blog under the auspices of the Centre for Economic Policy Research
    Asia
    Asian SentinelAsian Sentinel is edited by a couple of veteran Asia based journalists. The content comes from a number of experts in the region in specialisms such as finance, economics and policy.
    Chosun IlboEnglish language Korean newspaper
    Hong Kong Free PressThe Hong Kong Free Press is an English language online-only new site focusing on Hong Kong
    MetropolisEnglish language online magazine focused on life in Japan – culture rather than policy and news
    Jayne StarsEnglish language blog that collates Hong Kong celebrity news from Cantonese language media. It is was important for me to keep an eye on this when working in Hong Kong. It is also a good way to track the slow death of the Hong Kong domestic media industry.
    Nippon.comOnline magazine ran by the Nippon Communications Foundation
    PingWestChina-based English language site that specialises local technology sector news
    SoraNews24English language version of a Japanese news site that focuses on ‘fun, weird, and intriguing news from Asia, particularly Japan’. It has some great Japanese consumer insight content including retail experiences
    South China Morning PostThe South China Morning Post historically was the paper of record for Hong Kong. It’s medium-to-long term usefulness looks in question with the National Security Act and the Chinese government pressure for Jack Ma to divest media ownership
    Tech in AsiaEnglish language site that is focused on the South East Asian and East Asian technology sector 
    What’s On WeiboEnglish language site that provides insight into the top stories and memes trending on Chinese social media
    The Wire ChinaSubscription-based online Chinese news magazine covering business, policy and economic issues
    HKU Legal Scholarship BlogHong Kong University faculty of law blog on local developments
    Design
    Cool Hunting A mix of the unusual and cool from around the web
    Cool ToolsKevin Kelly’s website which is a spiritual successor to the Whole Earth Catalog.
    designboomGreat new product site which cover product design to architecture products, handy to look through for inspiration
    DezeenSimilar to designboom but more focused on architecture
    Core77Curated design and architecture
    Retro To GoProducts with a retro design and sensibility
    1Granary A magazine focused on profiling designers and artists
    ColossalColossal in their own words – “an international platform for contemporary art and visual expression that explores a vast range of creative disciplines.” 
    Design milkAn online magazine and e-commerce site focused on modern design
    DexignerOne of the OG design blogs started back in 2001
    Retro To Go Retro To Go curates vintage and new products that are retro influenced product designs
    Ideas
    Ad AgedGeorge Tannenbaum is a 40 year creative veteran in the advertising industry. His blog is a mix of smart thinking and ranting about ageism and other isms in the ad industry (there’s a lot of them to rant about)
    AeonAeon is a smart digital magazine run along the same principles as PBS or NPR in the US
    BaekdalManagement consultancy type content on the media industry, primarily aimed at publishers, but useful for ad people like yours truly
    Clot MagazineAn online magazine about art that uses ‘science’ as its media – full of interesting curios
    Creative Culture A mix of academics and consultants covering a wide range of cultural issues. I am never sure what I’ll find here, but it’s seldom dull.
    FuturismCuration of interesting stuff
    Hello FutureFrance Telecom has a blog about the bleeding edge of technology. Alongside the usual 5G flag waving you’d expect from a major mobile network operator there’s some thoughtful content
    Kellogg InsightArticles from the Kellogg School of Management at Northwestern University. Many of which are well written
    KnowledgeArticles written by INSEAD teaching staff and alumni 
    Union Square VenturesVenture capital fund who write about some of the thinking that underpins their investment themes
    Yale University Press BlogA blog that covers the central ideas in the books that they publish. The articles go from current affairs to art, history and science.
    Technology
    Radio Free MobileDespite the name, covers technology and does some interesting business analysis. I really like the way everything is delivered in succinct bullet points
    Semiconductor DigestSemiconductors are the most overlooked, yet important part of technology today. Well worth keeping up with the latest developments here
    Chilling CompetitionAnalysis of the intersection between legal and technology, with a particular focus on anti-trust and competition law
    Tech.euEurope based technology and innovation news
  • Porsche & things that caught my eye this week

    Porsche enlists Keanu Reeves and Alex Winter

    Porsche enlisted Keanu Reeves and Alex Winter (aka Bill & Ted) to promote their new electric powered sports cars. There is so much to unpack here.

    I suspect Porsche wanted to target gen-xers (and more likely early millennials) with a mid-life crisis. They probably wanted something that was memetastic.

    While I am in the right age group, I am not necessarily in the right income bracket, so I am not their target market. From my perspective, there was some interesting choices.

    Bringing in Alex Winter alongside Keanu Reeves was to signal that this isn’t about the ‘cool’ Keanu of Point Break, The Matrix, Cyberpunk 2077 or John Wick. Instead its closer to the ‘Dad cool’ of Apple executives – not really cool at all, but it might be fun.

    The film itself is shot in a style reminiscent of Top Gear, even going as far to feature former Top Gear US presenter Tanner Foust.

    This didn’t make Porsche feel like the luxury good that it is. It didn’t make it aspirational to own a Porsche. And I think that’s a problem.

    Netscape

    Netscape Navigator was the first internet browser that I used on a regular basis. This happened whilst I was at college. There were a few other browsers SpyGlass which was bundled with some internet services (and eventually Microsoft Internet Explorer) and NCSA Mosaic. The word in the college computer lab was that Netscape Navigator was the one you wanted. My first copy was bundled on a floppy disk sellotaped to the front cover of MacFormat magazine.

    This video goes into the rise and fall of Netscape.

    TeamLab

    Experiential agency TeamLab have come up with an amazing experience in central Tokyo sponsored by TikTok. It is held at the Rinkan Sauni in the Roppongi district of Tokyo.

    Goddess of Spring

    Disney’s Goddess of Spring is set to classical music like Fantasia. It was designed as a short and the study used these series of short films to experiment with animation techniques. This episode of ‘Silly Symphonies’ was the first time they had experimented with human animation. The techniques are gone into more depth here.

    MacOS X

    The modern Mac operating system is 20 years old this year. I remember getting it to run on the iBook laptop that I owned back then. MacWorld have put a potted history together on how the modern Mac operating system came into being here.