Design was something that was important to me from the start of this blog, over different incarnations of the blog, I featured interesting design related news. Design is defined as a plan or drawing produced to show the look and function or workings of a building, garment, interfaces or other object before it is made.
But none of the definition really talks about what design really is in the way that Dieter Rams principles of good design do. His principles are:
It is innovative
It makes a product useful
It is aesthetic
It makes a product understandable
It is unobtrusive
It is honest
It is long-lasting
It is thorough down to the last detail
It is environmentally-friendly – it can and must maintain its contribution towards protecting and sustaining the environment.
It is as little design as possible
Bitcoin isn’t long lasting as a network, which is why people found the need to fork the blockchain and build other cryptocurrencies.
Bitcoin uses 91 terawatts of energy annually or about the entire energy consumption of Finland.
The Bitcoin network relies on thousands of miners running energy intensive machines 24/7 to verify and add transactions to the blockchain. This system is known as “proof-of-work.” Bitcoin’s energy usage depends on how many miners are operating on its network at any given time. – So Bitcoin is environmentally unfriendly by design.
On the other hand, Apple products, which are often claimed to be also influenced by Dieter Rams also fail his principles. They aren’t necessarily environmentally friendly as some like AirPods are impossible to repair or recycle.
Ernest Shackleton, the Irish explorer and the heroic age of antarctic exploration are evoked in Apple’s ads for its Apple Watch Ultra – a rival to Casio’s G-ShockMaster of G range and the Protrek range, Seiko’s similarly named Prospex range and Citizen’s Promaster range of watches.
https://youtu.be/tidgsqAf_tI
The underlying dialogue uses the text to a newspaper advert attributed to Shackleton when he was looking to recruit crew members for his ship the Endeavour. The Endeavour expedition competed with the rival Roald Amundsen’s expedition to reach the South Pole.
The monologue also reaches back to the way Apple did its Think Different brand campaign rather than the kinetic iPhone, iPod and iWatch ads of the past.
Men wanted for hazardous journey. Low wages, bitter cold, long hours of complete darkness. Safe return doubtful. Honour and recognition in event of success.
The reality is that the ad didn’t become widely known until decades after Shackleton had died. There is no evidence to suggest that he ever wrote the words (stirring though they are in nature), or that the advert was ever published by Shackleton.
Instead of Shackleton, who then wrote the words attributed to him? We’ll probably never know. What we do know is that they were first published in a book published in 1959. The 100 Greatest Advertisements: 1852-1958 written by Julian Lewis Watkins and was first published by first published by Dover Publications, Inc. Whether it was Shackleton who wrote them or not, they went into popular culture and sparked additional interest in the Irish explorer. Shackleton died in 1921 when returned to the Antarctic with the Shackleton–Rowett Expedition, he suffered a fatal heart attack while his ship was moored in South Georgia. We don’t know whether Ernest Shackleton would have appreciated the Apple Watch Ultra as a technical marvel concocted by wondrous boffins, or a pointless exercise in frippery for the serious explorer.
Rolex Deepsea Challenge – a watch even more worthy of Shackleton?
I know a watch is special when my Dad is telling me about it as soon as it’s launched. Rolex has upgraded its Rolex Sea-Dweller Deepsea to create the Rolex Deepsea Challenge. Out goes the largely useless date window, in comes an an all titanium grade 5 alloy case that’s 50mm across. This means that the watch moves from being waterproof of a depth of 3,900 meters to 11,000 meters (or just over 6.8 miles) with the new Deepsea Challenge.
The Deepsea Challenge watch follows on from the years of experience that Rolex has had making titanium watches under its secondary Tudor brand using a similar (if not the same) grade 5 titanium.
Titanium Grade 5 is the most widely used titanium alloy. It has (relatively) good hot formability and weldability. It is resistant to salt water, marine atmosphere and a variety of corrosive media temperatures below 300 ° C. Grade 5 titanium alloy is most likely to be accepted by the human body – its hypoallergenic and ideal for medical transplant components like hip joints.
It is made up of 88.74-91.0 percent titanium, 5.5-6.75 percent aluminium, 3.5-4.5 percent vanadium and no more than 0.015 percent hydrogen.
There is obviously osmosis between the two brands in terms of innovation, materials, process and technologies. This also explains why Tudor tries to do innovative designs in its range rather than just digging into the rich seam of ‘heritage looking’ watches with the Black Bay, Ranger and Heritage Chrono models.
The watch community has already started spoofing the watch, which is another sign of it having become an icon. Whether it’s a famous icon, or infamous icon remains to be seen.
35th Tokyo Girl’s Collection
I talked years ago on this blog about the innovative approach to retailing behind the Tokyo Girl’s Collection. I came across their 2022 autumn and winter collection opening stage event, which I am sharing here.
https://youtu.be/vx4AzkAtD3o
USB-C
Apple on the EU regulating connectors to standardise on USB-C. The reason why Apple went to detachable cables on chargers is very interesting. Apple are reluctantly complying over USB-C. The discussion around innovation is really interesting, particularly the way in which Apple executives duck the question.
State capitalism has been created in various forms in China since opening up. Some of the new forms have aspects that impacts the relative attractiveness of doing business in or with Chinese companies.
Opening up
Historically since opening up China has been a mixed market model. There were small private businesses including many farmers. There was the state owned enterprises, a direct descendent of Mao’s work units and businesses that the government wanted to keep a strategic hold on.
Taken at an exhibition that was part of the Shenzhen Biennial, when I was there back in 2010
Grey zone and hybrid companies
Grey zone companies
A classic example of a grey zone company would be Huawei. In their 2019 paper Who Owns Huawei, Balding & Clarke make a convincing argument that Huawei is a state controlled company, if not state owned in the conventional sense. This view is supported by:
The state hacking of Nortel which Huawei disproportionately benefited from in their subsequent telecoms carrier contracts and 5G technology
State bank vendor financing on behalf of Huawei at negative interest rates that telecoms providers like BT and Vodafone were given
Zichen Wang translated a Chinese academic paper that pointed out an alternative view. Yes the ownership structure was a shit show, was pretty much the one point of agreement between the two papers.
But that much of this was down to domestic practice influenced by classic state capitalism and modern business law that China brought in and still doesn’t square up with what was happening on the ground in terms of business laws.
You can make up your own mind if this is an element of state capitalism.
Hybrid companies
An example of this would be the Stellantis | Guangzhou Auto Company joint venture that made Jeep branded SUVs for China. These joint ventures were basically the way the Chinese government coerced technology transfer from western firms to local firms. The Stellantis JV has gone into bankruptcy and GAC seems to have its own range of capable SUVs based on Stellantis expertise gained over the years.
Huawei’s joint venture with 3Com allowed the telecoms giant to build a large enterprise networking business to compete with the likes of Cisco Systems. At the time that China first rolled out its Golden Shieldinternet censorship platform, it relied on Cisco technology, and China would want to remedy this under its state capitalism system. Huawei now supports internet censorship around the world. This form of state capitalism has been common in a number of developing countries over the years, but China was particularly successful in using it in a coercive manner to enhance state capitalism rather than just driving economic growth.
Rise of the hybrid firm – Gavekal Research – Today, 48% of onshore listed companies, representing 67% of market capitalization, have a mixed bag of major shareholders from the private and state sectors. While many of those companies are still clearly controlled by either state or private shareholders, a large and significant group of firms occupies an intermediate position that is harder to characterize. – on China’s state capitalism system
How China’s communist officials became venture capitalists – Times of India – The US and other Western governments have long been wary of the economic power of China’s “state capitalism,” fueled by giant state-owned companies and an industrial policy driven by subsidies and government mandates. But policymakers need to pay more attention to what’s really propelling China’s growth: private firms with minority government-linked investments. “The distinction between state-owned and private has been important for policymakers outside China and for analyzing the Chinese economy,” says Meg Rithmire, a professor at Harvard Business School who specializes in comparative political development in Asia and China. “That boundary is eroding.” – see also Chinese banks vendor financing deals which is the real reason behind Huawei’s growth (alongside stealing IP and other proprietary elements: Nortel cough, cough)
Influenced firms
Influenced firms are a particularly pernicious part of the Chinese state capitalism system. The Chinese economy has always relied on relationships and even patronage of government power brokers similar to Malaysia, Thailand and Korea. But the state has looked to move personal bonds to state bonds. Much of this comes from National Intelligence Law 2017; that puts demands on Chinese citizens, Chinese companies and anyone connected to China.
Like the more widely reported Cybersecurity Law (which went into effect on June 1) and a raft of other recent statutes, the Intelligence Law places ill-defined and open-ended new security obligations and risks not only on U.S. and other foreign citizens doing business or studying in China, but in particular on their Chinese partners and co-workers.
Of special concern are signs that the Intelligence Law’s drafters are trying to shift the balance of these legal obligations from intelligence “defense” to “offense”—that is, by creating affirmative legal responsibilities for Chinese and, in some cases, foreign citizens, companies, or organizations operating in China to provide access, cooperation, or support for Beijing’s intelligence-gathering activities.
The new law is the latest in an interrelated package of national security, cyberspace, and law enforcement legislation drafted under Xi Jinping. These laws and regulations are aimed at strengthening the legal basis for China’s security activities and requiring Chinese and foreign citizens, enterprises, and organizations to cooperate with them. They include the laws on Counterespionage (2014), National Security (2015), Counterterrorism (2015), Cybersecurity (2016), and Foreign NGO Management (2016), as well as the Ninth Amendment to the PRC Criminal Law (2015), the Management Methods for Lawyers and Law Firms (both 2016), and the pending draft Encryption Law and draft Standardization Law.
For Young Chinese, Even State Sector Jobs Are No Longer a Safe Bet – the public sector hasn’t lived up to its reputation of being a safe haven. Nearly three years into the pandemic, many of China’s local governments are facing eye-watering fiscal deficits and implementing austerity measures. And those cuts are hitting civil servants hard. Wang had originally expected to earn at least 250,000 yuan ($34,600) per year at his new job. In reality, he estimates he’s being paid just 160,000 yuan. His basic salary has been cut by 30%; his social insurance payments haven’t risen as promised; part of his annual bonus has never been paid. Instead, Wang finds himself forced to work regular unpaid overtime shifts, helping to implement the town’s virus-control policies, and trying to cut back spending at home. His plans to trade in his boring SUV have been put on hold indefinitely.
Chinese ‘police stations’ in Canada under investigation | Hong Kong Free Press – there is a definite turning point around the illegal Chinese police operations against its diaspora. I expect United Front activities to be the next point of focus and you could see triad organisations treated less like organised crime and more like the paramiilitary or terrorist arm of the United Front
How the U.K. Became One of the Poorest Countries in Western Europe – The Atlantic – “Between 2003 and 2018, the number of automatic-roller car washes (that is, robots washing your car) declined by 50 percent, while the number of hand car washes (that is, men with buckets) increased by 50 percent,” the economist commentator Duncan Weldon told me in an interview for my podcast, Plain English. “It’s more like the people are taking the robots’ jobs.” That might sound like a quirky example, because the British economy is obviously more complex than blokes rubbing cars with soap. But it’s an illustrative case. According to the International Federation of Robotics, the U.K. manufacturing industry has less technological automation than just about any other similarly rich country. With barely 100 installed robots per 10,000 manufacturing workers in 2020, its average robot density was below that of Slovenia and Slovakia. One analysis of the U.K.’s infamous “productivity puzzle” concluded that outside of London and finance, almost every British sector has lower productivity than its Western European peers. Read alongside – What British politics looks like to the rest of the world – The Face TL;DR a joke that makes their country look good by comparison.
Japan cannot survive without Russian oil, warns trading house chief | Financial Times – Some analysts have expressed concern about Itochu’s heavy exposure to China through its 10 per cent stake in Citic, but Okafuji stressed that its risks were lower since its investment was in a government-owned company. “Currently, what they are doing in China is to move private assets from private companies to government-owned companies to reduce the gap between the rich and poor,” he said. “Our objective is to contribute to providing a prosperous lifestyle to the Chinese people, so I think the Chinese government welcomes that.” – I expect that the Chinese government and CITIC will tear the face off Itochu
Concerns mount over German Chancellor Scholz’s upcoming trip to China | Axios – it looks like there is a battle royale brewing between the German public and their large corporates. Add to this: Ports in a storm: Chinese investments in Europe spark fear of malign influence | South China Morning Post and Watching China in Europe with Noah Barkin – 55 percent of Germans believe he (Scholz) is out of his depth), deepens divisions in his government, and undermines its quest for a common European policy toward Beijing, a goal that was spelled out in black and white in the three-party coalition agreement. More worryingly, it shows that Scholz and his advisers still have a steep learning curve on China. Germany’s sway with Beijing depends on a united front in Berlin, in Europe, and across the G7. Scholz has managed to torpedo them all in the span of a few weeks. To be clear, the problem is not that Scholz is meeting with Xi. The party congress showed that Xi may be the only member of China’s leadership who is worth talking to these days. And it is normal for Scholz, who has been chancellor for nearly a year but unable to meet with Xi in person because of China’s restrictive COVID-19 rules, to want to sit down for a face-to-face with the country’s newly anointed leader for life. But the when, where, and how of this first meeting are important. And Scholz has whiffed on all three. The situation is reminiscent of his predecessor Angela Merkel’s decision, two years ago, to hurry through the EU-China Comprehensive Agreement on Investment (CAI) weeks before Joe Biden entered the White House. Like Merkel, Scholz is gifting Xi a geopolitical victory without much in return. And he is voluntarily sacrificing whatever leverage his government might have had with China. He may not realize that but members of his own government—some of whom have been working diligently for months on a new, tougher China strategy—are furious. “As long as the German chancellor doesn’t buy into his own government’s China strategy, then it is worthless,” one German official fumed. “The Chinese can see the divide in Berlin and Europe, and believe me, they will find a way to exploit it. It is absolutely fatal. And what is so stunning is that Scholz has done all of this of his own free will.”
Hong Kong
America’s Biggest Financial Firms Are Still Collaborating with the Sanctioned Hong Kong Government – After an increasing number of critics began to pile on, including the co-chairs of the Congressional Executive Commission on China Representative Jim McGovern and Senator Jeff Merkeley, a coalition of 20 U.S.-based Hong Kong activist groups, and the Wall Street Journal editorial board, Citibank’s Jane Fraser claimed that she had tested positive for Covid-19 and will pull out of the summit. The rest of these executives have only a couple of days to come down with similar illnesses or unexpected family commitments, but I’m not holding my breath and Hong Kong Summit Surrounded by Drama Before It Even Begins – Bloomberg – Top executives pull out after getting Covid; storm approaches. Event aimed at showing city is back in business after pandemic
9 in 10 marketers spend time in making global marketing locally relevant: report | Advertising | Campaign Asia – Marketers say local requirements are kept in mind by headquarters when making decisions, however, the majority (82%) feel they spend too much time educating HQ on Singaporean nuances and needs. 47% of marketing decision-makers in Singapore say that senior leadership in regional or global offices are misaligned with local marketing teams, there is a lack of local understanding of effective channels, and in some cases, there’s an assumption that a global approach will work across countries. Over a third (36%) of marketers believe in localising content for maximum ROI, however, the local tone, diversity and humour in campaigns is often not well understood by global offices teams.
– The departures mean Apple is losing at least three vice presidents — the highest manager level below Chief Executive Officer Tim Cook’s executive team — in recent weeks. Evans Hankey, Apple’s vice president in charge of industrial design, is also leaving the company, Bloomberg News reported earlier this month. Chief Privacy Officer Jane Horvath has departed Apple in recent weeks as well, taking a position at a law firm
Trio conduct 6G reconfigurable intelligent surfaces trials … – Reconfigurable intelligent surfaces can be programmed to modulate the phase of electromagnetic waves and reflect signals into blind spots, enhancing coverage and improving user experience. The low cost, low energy consumption and easy deployment, of RIS have attracted broad interest in 6G research and made it a popular candidate technology. The technical trial mainly evaluated the deployment effects and performance of sub6 GHz RIS and mmWave RIS in different indoor and outdoor scenarios. The tests modelled deployment conditions with and without RIS, different incidence and reflection angles, different deployment distances, etc. Recorded performance index parameters included RSRP, throughput and others. The trial participants worked together to carry out several RIS test projects yielding hard data that makes a strong argument in favor of continued RIS technology development.
This post on AI and creativity was inspired by experiments being done at work by a member of our design department. They had been using Midjourney to create images within a minute of receiving an initial set of words as creative prompts.
For example we created this surreal image which fits somewhere between Christian kitsch familiar to catholic households around the world and a touch of Syd Mead‘s visual futurism. This comes from the prompt.
Jesus fighting alongside the US Air Force
https://flic.kr/p/2nSGwLB
Other efforts weren’t successful, we had faces featuring eyes with two pupils and when it tried to render round shapes, it didn’t know when to stop. The hands would go on and on as a twisted mass of flesh. This could be resolved by creating a human character in a service like MetaHuman and uploading that to Midjourney as a base model instead.
How neural networks drive AI and creativity?
Midjourney works using two neural networks. The first works to render an image. The second compares the processing image to exemplars from a data bank of images. There is a back and forth exchange between the two networks until a number of variants are rendered. At this point the human operator is given a choice, or they can choose to have other variations created if the originals don’t meet their requirements.
These images can be rendered in high resolution allowing for an amazing level of detail.
Dystopian vibes
The dystopian feel of the use of AI and creativity is down to a few different factors.
The first reason is that dystopia is at the centre of our cultural zeitgiest in the west. Documentary maker Adam Curtis covers it really well in this discussion with with the Joe Politics channel on YouTube. This zeitgeist affects the type of imagery that the AI has available to draw upon and the kind of prompts that people use to create AI images.
Secondly, the use of AI to ‘create’ something lacks the feeling and collective emotional experiences of a real person. Those elements can’t be captured in prompts which is why images land with the sensation of a dead fish.
What does AI and creativity mean for agencies?
Concepting
The most immediate impact could be in rapid concepting, analogous to how rapid prototyping for manufacturing design. Creative teams would still need to conceive of ideas but concepts could then be brought to live in minutes.
It’s as far away from the black marker and pad that creative directors traditionally used; as paste up graphic design techniques from the use of desktop publishing software that started to impact the design world in the mid to late 1980s.
News illustrations and graphic novels show the way
One of the first areas that is really shaken up by AI and creativity has been the world of the political cartoonist and news illustrator. At the moment newspapers and news magazines pay skilled artists to develop and conceptual designs that convey a political concept.
A good example of this is the covers of The Economist magazine. However things are starting to change. US political publication The Bulwark has already started using AI generated illustrations processed by Midjourney. Midjourney has also been used to create graphic novels.
One could easily see how this might be extended into business-to-business marketing for intangible products like software and services.
Production
The hyper-realistic effects that AI can produce is likely to inspire a desire in clients to use them more often for cost effective production costs. At the moment however, the results can be very hit and miss. There is a problem with hands, faces, interlocking round shapes and a ‘dead’ look to the work.
Social implications
At first we had a discussion about what happens to designers? Were they doomed? Should there be a universal income for them or should they march in the streets to ? How could the technology be stopped?
I wasn’t exactly a ray of sunshine in this discussion. I pointed out that over the past few centuries, capital won out over labour every time. So people only kept their jobs if they cost less than the process to automate their tasks.
Globalisation versus automation
London like a few other cities have ad agency work done that is designed for global audiences. At the moment I work on campaigns designed for markets including: the UK and Ireland, Spain, Italy, the US, Vietnam and Japan. Globalisation seems to have benefited hub cities rather than moved the work to cheaper locales.
This in sharp contrast to what happened to British manufacturing. Whole sectors largely disappeared:
Steel making
Textile mills
Shipbuilding
Car manufacturing
Chemical industry
Pharmaceutical manufacturing
Engineering and fabrication
Where capacity was spared, it was largely down to the UK being a good point of entry into the European Union. As the number of countries expanded new manufacturing jobs moved east; and workers moved west to fill workforce needs in established UK factories depressing salaries.
Research shows that globalization only accounts for 13 percent of job loss in US manufacturing while 88 percent of losses were from automation including robotic manufacturing. In fact, availability of ever-cheaper automation options combined with uncertainty in the global supply chain has led to a resurgence in “onshoring” manufacturing.
Automation has been the quiet destructor of roles. During the 1960s businesses had typing pools and secretaries. Many of these roles disappeared due to desktop computers, office productivity software and the democratisation of touch typing as a skill.
The Technium
Even if labour won out over capital in the UK, there is no guarantee that they would be able to stop the march of technology. Kevin Kelly in his book What Technology Wants shares the idea of ‘The Technium’. The idea behind The Technium is that technology has a momentum of its own building on previous progress. Kelly goes as far to describe it as a super organism of technology. He believes that it exerts a force that is partly cultural with technology influencing and being in turn being influenced by technology. All of which means adaption and accommodation are likely to be the way forward for now.
Adaptation
While people don’t realise it, you’ve been using what could be termed AI for decades:
Autofocus on a camera
Losing ‘shake’ in camcorder and smartphone video
Programmes in a microwave the attempt to cook a casserole or baked potato
Predictive text (although it seems to have become more stupid over time)
Siri, Alexa and Google’s various search functions
In the case of a designer it would also include tools like the ‘lasso’ function in Photoshop that automatically cuts around objects including frizzy hair on a model. So it’s a bit late in the day for people to get squeamish about AI and creativity. Dominant creative software company Adobe sees the place of AI and creativity more as a technology to augment designers in their work rather than replace them. Much of the current Adobe focus seems to be on lowering the on-ramp for new users of their software packages.
There will be more of a challenge for supporting professions like photographers. Fashion brand Hugo Boss is looking to 3D AI powered design to aid in product design and 3D rendering threatening product photography for websites, look books and catalogues.
Limitations of AI and Creativity
One of the things that my colleagues said which really struck with me was ‘if an AI told the world’s funniest joke’ would it know that it was funny? Software is being used to track emotional response, but it wouldn’t necessarily know why something was funny.
The AI can’t be coded with a summation of life experiences, it can analyse emotions, but as far as we know doesn’t experience them yet. This probably explains why Studio Ghibli and Disney animation feels like it has much more life in it than the best AI renders.
Is it art?
Auction houses have sold works generated using AI, but is the art in the creation of the work, or in the decision to use an AI to do the work and thinking of the artist behind that idea? AI can produce works as they have existed before and mash-up genres and ideas, but it wouldn’t be able (at the moment) to create something completely novel through a leap of abstraction, such as a concept like Marcel Duchamp’s sculpture ‘Fountain‘.
AI images can be nice, but do they involve an illusion of creativity? Everything that appears in an AI image is depended on the inputs that the AI receives and the content in image banks that it uses as a reference – which is the reason why AIs often sign works with an indecipherable script.
Do artist styles have to be better protected as part of their IP as well as their works?
IP issues goes beyond artists. We created an artistic rendering of Pokemon character ‘Pikachu’ on Midjourney using the prompt
Definitely not a pikachu
In conclusion
If you’re a creative we eventually managed to get to four thoughts from the discussion:
In the grand scheme of things, change is the only constant
AI has been changing things and will continue to do so
It is inevitable that there willl be some automation and augmentation happening in the creative professions such as design
In the words of Douglas Adams book Hitchhiker’s Guide To The Galaxy ‘Don’t Panic’ – but be prepared to adapt and learn new skills and develop new areas of expertise
Interesting trends interview that covers a lot of the issues influencing the interviewer calls the world of visuals. The world of visuals is considered to be influenced by everything from a desire for authenticity and video content to the metaverse. While the metaverse is immature (despite what you may here elsewhere), the effect on culture of the world of visuals will be more apparent.
I saw the impact of the web on graphic design way before I got to experience the web at college. The idea of the technology inspired (mostly wrong) cultural tropes. The move towards ‘b-roll’ video makes a lot of sense. The world of visual interview gives an insight to where Getty Images thinks that the world of visuals is going.
John Le Carré
I came across some amazing interviews with author John Le Carré. John is sadly no longer with us, but the video footage still feels very pertinent. Beyond the Karla Trilogy ofTinker, Tailor, Soldier Spy, The Honourable School Boy and Smiley’s People – I would also recommend Agent Running In The Field – which shows how well Le Carré still kept his finger on the pulse and was written as a riposte to Brexit. Brexit also persuaded Le Carré to change his nationality to Irish in the end, he died an Irishman.
Gucci x Palace
Following on from their collaborations with The North Face, Gucci has now collaborated with UK skate and streetwear brand Palace. Like Kim Jones over at Christian Dior, Gucci seem to be really on the zeitgeist.
Soviet oil
Asianometry has put together another great documentary. This time he focuses on how the Russian empire became an oil power. If you like John’s introduction to the subject area, I can recommend Daniel Yergin’s The Prize, as a Christmas read. This was required reading back when I worked in the oil and gas industry at the start of my career. Yergin covered the oil industry globally from 1850 to 1990 in this book and complements this introductory video to the subject.
Mobileye is an Israeli based business acquired by Intel. It specialises in advanced driver assistance systems (ADAS) and autonomous driving. Its EyeQ series chips are used by pretty much every volume car manufacturer. I don’t know if the US sanctions on China for semiconductors will impact Mobileye negatively. The Mobileye EyeQ debuted in 2008 in the BMW 7 series alongside the model’s first hybrid power plant, the first turbocharged petrol engine for the model series and the first time that it had used four-wheel drive. Modern semi-autonomous functions may require several Mobileye EyeQ processors in the one car.
Acquisition by Intel for EyeQ tech
Mobileye went public in 2014 and was acquired by Intel in 2017. The same year Mobileye published a mathematical model for safe self-driving cars. In January, Intel announced plans to retake Mobileye public with a sale of a minority stake of the business.
There’s a number of good arguments for the Intel move:
It allows engineers to be rewarded based on their work rather than on the overall group performance through Mobileye stock grants or stock options.
It allows the company to spread the risk of autonomous driving as a future area that might not take off. While ADAS services are here and valued, there are technological, legal, regulatory and consumer hurdles for autonomous driving to overcome:
Mobileye public offering represents trouble at Intel
However, the Mobileye public offering makes a lot less sense given the decline of the stock market since the start of 2022. It implies that Intel is desperate for a capital infusion, presumably to fund the rebuild of Intel’s technological prowess under Pat Gelsinger.
More content related to issues like self driving cars can be found here.
Islamic State Rhetoric Targets China | Foreign Policy – The linking of Chinese imperialism to historical Western colonialism in Central and South Asia to some extent echoes contemporary Indian discourse on the contentious China-Pakistan Economic Corridor. Rising Chinese economic expansion via the BRI is especially perceived as a threat to the West’s global dominance, which has also been challenged by Russia’s invasion of Ukraine and the potential U.S.-China conflict over Taiwan. Amid the chaos in a transition from a unipolar to a bipolar world order, the Islamic State-Khorasan sees an opportunity to establish the Islamic State’s global caliphate. – I can’t see China getting cooperation from western countries or even India on this. Pakistan has proven itself to be an inconsistent unreliable partner over the decades and Russia has its focus elsewhere. Consider in concert with: China Blocks Polish Delegation’s Flight to Korea – The Chosun Ilbo – There was no explanation from Beijing for the tantrum, but Poland is among the most vociferous Eastern European countries and NATO members seeking to increase armaments due to the Russian invasion of Ukraine, and China seems to be siding with Putin. – interesting that the paper thinks this is aimed at Poland. This looks like a nail in the coffin for BRI and European market access for China
Shang-Yi Chiang says he will never return to work in China | DigiTimes – Mr Chiang is a star in semiconductor development and formerly worked at TSMC and had been a vice chairman of Chinese manufacturer SMIC. He was a key signifier for Taiwanese engineers that the Chinese businesses were good to work for. His leaving SMIC and this assertion about China will hurt China’s efforts to catch up and surpass, you can’t overstate the impact of Mr Chiang’s coming out and saying this
The Financial Times is the only UK newspaper that could have this honest discussion on Brexit. Interesting that political parties still can’t engage with the issue from an economic point-of-view. The anger and unrest that could break out if parties did engage with it could be devastating.
Yahoo Finance Tech newsletter with Daniel Howley | The pandemic rubber band is hitting the tech industry. – The recent bad news in the tech industry could be a delayed blow from the pandemic. Interest rate hikes, inflation hovering at 40-year highs, and sinking demand are hitting tech companies that have benefited from two years of pandemic-driven growth that saw valuations for some companies eclipse the $2 trillion mark. “As we entered the pandemic, everybody was afraid that there were going to be these disastrous layoffs and it was going to be horrible. And there were, very briefly, in a few places…but that immediately turned around,” TECHnalysis president and chief analyst Bob O’Donnell told Yahoo Finance. “In a weird way, it almost feels like now we’re getting some of the impact of the pandemic after the fact,” he added. “I think people are recognizing they maybe overextended their hiring when they expected some of the growth that happened during the pandemic to continue in the tech industry.
The Omnipotence of China’s Xi Jinping: “Chairman of Everything” – DER SPIEGEL – his influence extends all the way to Germany. For companies like Volkswagen or Mercedes, China is the key sales market. In early November, Olaf Scholz will be traveling to Beijing for the first time as German chancellor, and despite the ongoing debate about the German economy’s unsustainable dependence on China, he will likely bring along a significant delegation of German executives – what’s interesting is the vulnerability and fragility that Der Spiegel notes in their own country’s political and business elites. Add to this idea, the current debate over Hamburg: EU warned Germany against approving Chinese investment in port – Handelsblatt | Reuters – The European Commission warned the German government last spring not to approve an investment by China’s Cosco into Hamburg’s port, German daily Handelsblatt reported on Friday, citing sources. Shipping giant Cosco last year made a bid to take a 35% stake in one of three terminals in Germany’s largest port in the northern city of Hamburg. Germany’s ruling coalition is divided over whether to approve the investment, government sources say, even as Beijing urges Berlin not to politicize the bid and the port authority warns this could hurt the economy
Screening of Batman film scrapped after Hong Kong censors say it is ‘not appropriate’ for outdoor showing – Hong Kong Free Press HKFP – The Dark Knight banned under Hong Kong’s Film Censorship Ordinance, organisers of movies screenings are required to submit works to the Office for Film, Newspaper and Article Administration (OFNAA) for film classification and clearance. Films must meet criteria relating to depictions of violence, cruelty and offensive language or behaviour. Since the passing of the national security law, censorship has been tightened to require authorities to evaluate whether the exhibition of a film would be “contrary to the interests of national security.” – presumably interests of national security includes a plot where Batman comes to Hong Kong to pursue an enemy, a corrupt Chinese businessman who laundered money for a mafia group. Just waiting for commercial disputes to be ruled ‘contrary to the interests of national security’ and the banking sector get screwed over
Hong Kong court allows media tycoon Jimmy Lai to hire UK lawyer for national security trial – Hong Kong Free Press HKFP – The judge ruled on Wednesday that issues which would arise during the trial, such as how the national security law and the sedition law should be understood in relation to freedom of expression, were “of great general public importance.” – what’s of more interest is the reasons why the Hong Kong government opposed his appointment. A lack of alternative counsel wasn’t seen as a reason to bring in the British lawyer. They described the case as lacking complexity as an additional reason – however it will be interesting to see if they view it as being sufficiently complex to move to the mainland when Owen becomes involved… and National security: Hong Kong court allows police to search journalistic materials stored on Jimmy Lai’s phones – Hong Kong Free Press HKFP – “Although always subject to the protection and procedural safeguards based on public interest and vigilant judicial scrutiny, journalistic material is not immune from search and seizure in the investigation of any criminal offence,” the judgement read. “As a matter of principle, the same must be true for offences endangering national security.” Excluding journalistic materials from the definition of “specified evidence” would also reduce the effectiveness of police investigation and prevent the national security law from serving its legislative purpose, which was to “effectively” stop, prevent, and punish offences endangering national security, the judges wrote.
Great video from Asianometry on the history of field programmable gate array.
Japan
Toyota Starts Plant in Junta-Led Myanmar Over a Year After Coup – WSJ – Toyota began assembling one or two Hilux pickup trucks a day at its plant in Yangon last month, a spokeswoman for the Japanese auto maker said Wednesday. She said Toyota wanted to contribute to the industrial development of Myanmar and the livelihood of local employees and their families. The car maker’s decision to begin production in Myanmar highlights a divide among foreign companies over whether to withdraw from the country, whose elected government was ousted in February 2021. As of the beginning of this year, close to two dozen major foreign companies had decided to suspend business operations in Myanmar, including energy giants Chevron Corp. and TotalEnergies SE and Japanese beer maker Kirin Holdings Co., according to the World Bank. Toyota had previously been included on that list. Companies suspending operations have cited shareholder pressure and a worsening human-rights situation among other reasons. Some activists have pushed companies to pull out of Myanmar to isolate or bankrupt the military junta – sounds more like assembly of knock down kits, likely coming in from Thailand
Korea
Kakao co-CEO Whon Namkoong quits over South Korea app outage chaos | SCMP – while its being described as a fire, it might not be an accident. The Koreans are still investigating. What’s more shocking is that there was one chokepoint of failure in a single data centre which took out both Naver and KakaoDaum services
Marketing
Tough times and low confidence call for bold action | WPP – When economic indicators are tough and consumer confidence is low, remember that brands with strong value propositions are 100% more recommended and 91% more loved than the rest, says WPP’s Lindsay Pattison We are in uncharted waters – consumers and businesses alike. Inflation has spiked, interest rates are on the up, the impacts of war are unknowable, and the OECD’s Consumer Confidence Index
The Return of Industrial Warfare | Royal United Services Institute read in conjunction with: Chokepoints – Center for Security and Emerging Technology – China’s most acute “chokepoints” are technologies—particularly high-end electronic components and specialized steel alloys—dominated by one or a handful of companies based in the United States or other like-minded democracies. Rather than playing for the “national team,” Chinese companies—both private and state-owned—often prioritize their brands and bottom lines over marching in lockstep with Beijing’s industrial policies. Many PRC firms choose to buy vital high-end components from trusted foreign suppliers because they harbor doubts about the quality of goods provided by domestic vendors. Technological breakthroughs made by Chinese universities and research institutes frequently fail to find commercial applications, leaving the PRC market dominated by foreign products.
Australia investigates claims China tried to hire former military pilots | South China Morning Post – Australia’s Defence Minister Richard Marles said he had asked the defence department to investigate claims that former Australian military pilots had also been recruited to join a South African flight school that operated in China. “I would be deeply shocked and disturbed to hear that there were personnel who were being lured by a pay check from a foreign state above serving their own country,” Marles said in a statement. “I have asked the department to investigate these claims and come back to my office with clear advice on this matter.” and Britain and Australia plan steps to stop China hiring their pilots — Radio Free Asia
