Category: health | 衛生保健 | 보건 의료

I have a relatively small amount of health related posts on this blog at the moment. But it’s becoming an area that’s impossible to ignore. Health and wellness is becoming central to mainstream culture.

Anxiety and loneliness have sparked what is considered by many to be a mental health epidemic and a corresponding reduction in societal resilience.

High income countries were spending as much as 14 percent of government spending on health before the COVID pandemic. The number is likely to be even higher now.

According to an article in medical journal The Lancet, poor mental health cost the global economy approximately 2.5 trillion US dollars per year and this was expected to rise to 6 trillion by 2030.

It’s an area that can’t be ignored, because of the financial burden and size of market that the sector represents.

In 2020, during the COVID-19 pandemic a UN report said the following:

Psychological distress in populations is widespread. Many people are distressed due to the immediate health impacts of the virus and the consequences of physical isolation. Many are afraid of infection, dying, and losing family members. Individuals have been physically distanced from loved ones and peers. Millions of people are facing economic turmoil having lost or being at risk of losing their income and livelihoods.

The report went on to recommend solutions such as:

  • Crafting communications to be not only effective but sensitive to their impact on the mental state of the populous
  • Community events looking at cementing social cohesion
  • Extending tele-medicine to include tele-counselling for frontline health-care workers and people at home with depression and anxiety.

I started to look at trends in March 2020 and there was a singularity developing around innovation and technology in the area, together with some interesting cossumer behaviour trends. Young adults made up a sizeable chunk of telemedicine non-users and as resistors to public health initiatives. Their much vaunted ‘online literacy’ saw them fall for the same tropes and older audiences considered more gullible like pensioners and retirees in Facebook groups

  • Loneliness

    This post on loneliness came about from an insight journey I took for a prospective project aimed at generation Z. Don’t get me started on defining an audience by generation, or I will go off-topic and not be back for a while while I rant about how life stages are a superior lens. But we digress. So the approach I took was looking at the problems and challenges faced by the target cohort. From reading academic papers, I came across things like anxiety, climate anxiety and loneliness. Loneliness stuck out as interesting, as it was something that small community moments could be fostered around and a brand would help in an authentic low key way without being parasitic.

    What is loneliness?

    First of all it makes sense to define what loneliness actually is?

    loneliness, distressing experience that occurs when a person’s social relationships are perceived by that person to be less in quantity, and especially in quality, than desired. The experience of loneliness is highly subjective; an individual can be alone without feeling lonely and can feel lonely even when with other people. Psychologists generally consider loneliness to be a stable trait, meaning that individuals have different set-points for feeling loneliness, and they fluctuate around these set-points depending on the circumstances in their lives.

    Encyclopedia Britannica Online
    We are all connected, but do we feel lonely

    The UK government commissioned a report in 2019 by Simetrica Jacobs that quantified the economic cost of loneliness for businesses in terms of ill health and lost work productivity as £9,900 per year, per person. Commentary in The Lancet associated loneliness with a 26 percent increase in premature mortality.

    Loneliness hits youth harder

    In my initial research I found that we had high levels of loneliness and young adults experienced this in a more acute way.

    83% of generation-z survey respondents said that they experience loneliness, compared to 68% of the UK population as a whole. I found this fascinating as if you look at the TGI data around the UK overall group cohesion score, you tend to get much smaller variances from the mean.

    Nor is loneliness just a UK phenomenon. Studies have indicated that it is prevalent from multiple countries with different levels of cultural commonalities: from the US, Israel, Japan and the Philippines.

    This seems to go hand-in-hand with other conditions such as anxiety and depression. There are plenty of other causes for anxiety and depression: but loneliness certainly feeds into their severity. This can be seen by the increasing incidence of mental health on US student campuses over the years according to research by The Health Minds Network.

    Some experts hypothesise that the normalisation and embedding of therapy in modern culture and the popular lexicon may well be exasperating the loneliness problem, rather than helping.

    The idea of being alone, but not feeling lonely has become a rich vein of content inspiration for influencers.

    Loneliness is a longitudinal trend

    COVID-19 isolation brought ideas of loneliness to the forefront, but it has been a rising issue for a long time.

    loneliness
    Going back over a century of data from 1919 – 2019, we can see that mentions of loneliness had a peak during the great depression. It then dropped through the second world war and started to pick up again. There was a rapid increase from the late 1960s through to the mid-1980s and then an notable increase from the mid-2000s through to 2019 – which is the latest year that we currently have data for.

    There seems to be a correlation between mentions of loneliness and times of economic hardship. One also has to remember that during the second world war, publications were widely censored. Printing paper was in limited supply due to the war effort.

    The BBC conducted conducted research with the Wellcome Foundation in 2018 with 55,000 respondents. At the time it was the largest survey that had been conducted on the subject. The research found that a higher number of younger survey respondents felt lonely and that having online-only friends correlated with higher degrees of lonely feelings.

    At the time, the BBC came up with a few hypotheses about the possible high incidence of loneliness among 16 – 24 year olds:

    They have less experience of regulating their emotions, so everything is felt more intensely

    This might be only the first or second time they’ve felt lonely in their lives and they haven’t had the chance to learn that loneliness often passes

    16-24 is an age when identity is changing. Young people are working out how they relate to others and where they stand in society. That process is naturally isolating to some extent, so feeling lonely during this time may be quite normal

    BBC Anatomy of Loneliness

    The view that this might be a phase was supported by qualitative responses of older respondents who said that young adulthood was the time when they had felt loneliest. Loneliness might be something that we can’t blame completely on social media.

    Social capital

    Public policy academic Robert D Puttnam warned about the decline in social capital across American society back in 2000 with his book Bowling Alone. Social capital is the reward from communal activity and sharing. Shrinking social capital impacts both civic and personal health according Puttnam.

    Based on survey data outlining American social activities over the decades, Puttnam outlined how the population had become more disconnected from family, friends, neighbours, and social structures. This makes sense given the pivot that western society went through during the 1960s and 1970s towards existentialism, or even go further back as far as the post war period where Benjamin Spock’s The Common Sense Book of Baby and Child Care realigned parenting around the child as an individual. For various factors including long work days, both men and women working, increasing personal distractions meant that there was less participation with local organisations like:

    • The PTA (parent teacher association involved with a school).
    • Church (going to services, community bonding and related social work activities).
    • Clubs.
    • Political party related grassroots activities.
    • Organised sports such as bowling leagues.

    In the revised edition of Bowling Alone, Puttnam explored the omnipresent fabric of social media and the internet which represented an opportunity for new types of social connections, as well as the threat of even higher levels of alienation and isolation.

    Loneliness solutions

    The World Health Organisation (WHO) considers social isolation / loneliness as one of the key social determinators of health. Over this decade, they have been focusing on loneliness in aging populations. Society has already been evolving various point solutions to help combat loneliness with varying degrees of success. There have been some attempts to use healthcare’s tool de jour -behavioural economics.

    Mukbang

    Mukbang (or meokbang) is a type of online streaming programming that started in Korea. It crossed the cultural barrier to western audiences where it lost its meaning as it became a platform for eating feats or stunts. In its original form, it addressed the loneliness felt by many Korean single-person households.

    Korean lunch

    Korean cooking is designed to be shared. You have lots of side dishes, the best known of which is kimchi.

    Mukbang streamers ate and interacted with people watching their stream, giving the impression of a virtual dinner table. The watchers may be only eating an instant ramen, a convenience store meal, take-out pizza or a Cafe de Paris baguette. But they had a parasocial experience more akin to when they lived with family members.

    Elder care

    WHO is most focused on the impact that loneliness has on the elderly in society. Governments and the health sector have looked to address this in a systematic way. In Hong Kong, there is a disco to bring elderly together and visits from therapy dogs are two of the ways local government have looked to stave off the worst effects of isolation.

    IMG_0781
    PARO by Shoko Muraguchi

    Japan pioneered the use of robotics with the PARO therapeutic robot. It looks like a baby seal and provides a similar experience to a therapy lap dog. Sony’s Aibo has been adapted for a similar role.

    Inclusivity

    In Ireland, the Roman Catholic church has been weakened as the organisation at the centre of social fabric due modern Ireland gradually becoming more secular.

    Clips from the Late Late Show hosted by Gay Byrne from the 1962 to 1999 showing how Irish society changed. Byrne was both a chronicle of change and a catalyst for it because of the discussions his show facilitated.

    This was then exasperated by a series of scandals coming to light.

    8I8A7144.jpg

    The GAA (Gaelic Athletic Association) is Ireland’s largest sporting organisation and is made up of local amateur clubs playing indigenous Irish sports including camogie, hurling, Gaelic football, handball and rounders. The local GAA (Gaelic Athletics Association) clubs have gone some way to pick up the slack with the GAA Social Initative.

    The GAA Social Initiative continues to grow in its capacity to enrich the lives of all older members of our communities while specifically reaching out to isolated older men across the 32 counties.

    From its genesis in the observations of then President Mary McAleese of a dearth of older men at events she attended across the island of Ireland, it has grown from a small pilot project involving GAA clubs across four counties to one of the Association’s flagship community outreach projects.

    GAA Online

    More information

    More than two thirds of adults in the UK experience loneliness | Eden Project Communities

    The West’s Struggle for Mental Health | WSJ Online

    Generation Z in Japan: Raised in Anxiety | Emerald Insight

    The Healthy Minds Network School Mental Health Research Symposium

    Loneliness at epidemic levels in America – PMC

    Esther Perel Thinks All This Amateur Therapy-Speak Is Just Making Us Lonelier | Vanity Fair

    Americans Are A Lonely Lot, And Young People Bear The Heaviest Burden | Rhitu Chatterjee

    New York State Buys Robots for Lonely Elders | Futurism

    The AI Girlfriend Seducing China’s Lonely Men

    As Hong Kong’s elderly face loneliness epidemic, carers hope dogs and disco will keep post-Covid isolation at bay – Hong Kong Free Press HKFP

    No More Loneliness: The rise of livestreaming in East Asia – YouTube

    An investigation into the relationship between climate change anxiety and mental health among Gen Z Filipinos | SpringerLink

    How Amazon, Apple, and Facebook Made America Lonelier Than Ever

    Why loneliness fuels populism | Financial Times

    PARO therapeutic robot

    Assistive social robots in elderly care: a review. Joost Broekens, Marcel Heerink, and Henk Rosendal (PDF)

    Man who married a fictional character, he’d like you to hear him out | The New York Times

    Man Who Married Hatsune Miku Hologram Says the Relationship Has Gone Cold | CBR

    The Anatomy of Loneliness research | BBC

    Firewater | No mercy, no malice – exploration of changing consumption habits, risk profiles and declining mental health in a safer environment

  • 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

  • SCART + more things

    SCART

    I had used SCART for a long time. The large parallel port plugs and stiff coaxial cables that looked as if they were limbs that had fallen of a cyberpunk twisted oak, were just part of the living room. Even if you hadn’t looked behind the TV cabinet, you maybe seen them as part of the flight cased TV and laser disc combo back when karaoke first took off as an activity in your local pub. Or the connection between a pub’s TV for Sky Sports and the set-top box held up high on the pub wall for punters to enjoy the game with their drink.

    That was up until their replacement by HDMI cables, TOSLINK and ethernet cables in my home TV set-up over the past ten years. SCART was actually the name of the French radio and television makers association who developed the standard back in the mid-1970s. SCART came along as TVs were becoming more reliable and one started to see the decline of the TV rental market.

    My parents first TV that they bought in the UK was a HMV-branded set with glowing vacuum tubes in the back despite a relatively modern looking TV case with push buttons similar to this one. SCART came along just a few years later.

    A lot of the SCART features assumed that consumers would move to larger TVs with better displays and sound that would come to dominate the living room of European homes. And they were right, though through much of the 1980s many homes still had a 13″ colour portable TV.

    SCART became compulsory for televisions sold in France from 1980 onwards. The standard was sufficiently robust and scalable for it to be used in transmitting 1080p high definition video as HDMI came to prominence. France eventually revoked their compulsory adoption of SCART in 2015.

    Things that we take as standard on HDMI like using the VCR, set-top box or disc player to turn on the TV, were also standard on SCART from the late 1970s. You could daisy chain equipment together, which was important for people who were early adopters of satellite receivers, cable TV boxes and laser disc players.

    SCART came at a time when globalisation moved the gravity of consumer electronics further east. First to Japan, then Taiwan, Hong Kong, South Korea, Malaysia and eventually China. Brands like Philips, Grundig, Nokia, Nordmende, Thomson and Ferguson were swept to the side by likes of Sony, Mitsubishi, Panasonic, Sharp, LG and Samsung.

    The SCART socket and plug were clever designs. You could only put them in the right way around and for something with 21 pins in they were not only robust but easy to plug and plug out again. Though once you had a SCART connection set up, you left it well alone.

    China

    Over 75% of foreign money invested into Chinese stocks in 2023 has left | FT

    Nvidia investors weigh risks from US’s China chip rules ahead of earnings | FT

    China’s property crisis is stirring protests across the country – Nikkei AsiaAround 50 to 70 demonstrations are now occurring monthly, though August saw about 100 worker-led protests, three times as many as the same month a year earlier. Since June 2022, demonstrations have occurred in 276 cities nationwide. The protests have been somewhat concentrated in wealthier cities, particularly Shenzhen, Xi’an and Zhengzhou, and together have involved tens of thousands of people.

    Consumer behaviour

    Inside the Cabbage Patch Kids frenzy and Black Friday riots of 1983 | Fast Company

    Gen Z Subcultures | Horizon Catalyst

    Culture

    How Liverpool’s legendary Club 051 was brought back from the brink of demolition – Features – Mixmag“The nightclub in itself is a thing of the past,” he continues. “Most of the stuff people class as nightclubs now are bars or bar-restaraunts that have DJs playing in there and it’s booze culture. There is industrial clubs, especially in London – but in Liverpool, there isn’t really any.” It’s difficult to disagree with Lee, being in this space with its pillars and it’s expansive-yet-intimate atmosphere feels markedly different to being in the kind of modern venues that tend to be of a similar capacity in the UK — converted warehouses and industrial spaces, with a routine approach of sticking decks and the end of the room alongside the soundsystem and a bar at the back

    Design

    Language Log » Eddie Bauer – young people either can’t read or don’t want cursive fonts according to this Eddie Bauer rebrand

    Finance

    Orange introduces its super-app, Max it, to simplify everyday life for people in Africa and the Middle East  – Newsroom Orange Groupe

    Binance chief Changpeng Zhao resigns after US guilty plea | FT

    Gadgets

    First camera that uses C2PA to assure the fidelity of the images taken: Leica M11-P | Leica Camera AG more here: ongoing by Tim Bray · On C2PA

    Health

    As Hong Kong’s elderly face loneliness epidemic, carers hope dogs and disco will keep post-Covid isolation at bay – Hong Kong Free Press HKFP

    Men May Die Quicker, but Women Don’t Have to Get Sicker | Muse by Clio – great content on better health for women. The reality is that men DO die quicker and a good deal of it doesn’t need to happen either – Men, Health, Life Expectancy, and Healthy Changes | Lifespan

    Novo rations Ozempic starter kits amid surge in use for weight loss | Reuters

    Hong Kong

    Plight of workless Hongkongers in the UK reveals a skills mismatch | FT

    Luxury

    Quiet fashion sweeps China as economy cools | Jing Daily

    Maison Margiela just dropped a hot haute couture flip phone | Dazed – harking back to the early 2000s when Prada had a co-branded phone with LG and Motorola did a special gold Dolce & Gabanna branded RAZR handset.

    Case Study | Fashion’s New Rules For Sports Marketing | BoFWhen the Paris Olympic and Paralympic Games kick off in July 2024, the millions of global fans watching will see far more than just athletes. LVMH brands such as Louis Vuitton, Dior and Berluti will provide uniforms for select teams, while the medals will be the work of its high jewellery label, Chaumet. For the first time ever, the games will feature LVMH-sponsored athletes, including world-champion swimmer Léon Marchand, European champion in artistic gymnastics Mélanie de Jesus dos Santos and Olympic gold-medalist fencer Ezno Lefort. The “premium” partnership between LVMH and the Olympics marks the biggest indication to date of sport’s newfound importance to fashion. Until recently, sport was one of the remaining cultural arenas in which fashion, with a few exceptions, had failed to forge long-lasting and meaningful relationships. That has changed. Fashion brands are waking up to the commercial value of sports like basketball, football, tennis and Formula 1 as they look to be part of the booming sports-sponsorship market, which is projected to grow from $63.1 billion in 2021 to $109.1 billion by 2030, according to PwC.

    What Antoine Arnault’s departure from Berluti could mean for LVMH | Vogue Business

    Decoding China’s young luxury watch consumer | Vogue Business

    Marketing

    Revealed: how top PR firm uses ‘trust barometer’ to promote world’s autocrats | US news | The Guardian – the reality is that its more of a door-opener a la McKinsey rather than reputation washing Middle Eastern governments

    Why the future of Planning is Opera, Only Fans, God, and Low Traffic Neighbourhoods

    Modelling short-and long-term marketing effects in the consumer purchase journey – ScienceDirect – rituals can increase repeat purchase

    Materials

    Ford Walks Fine Line as It Builds Gigafactory—With CATL – EE Times and Ambarella CEO: ‘Chinese OEMs Are Copying the Tesla Model’ – EE Times

    Media

    Survey reveals surprising age trend among paid subscribers of electronic comics in Japan | SoraNews24an Internet survey conducted by Oricon ME between May 17 and June 7 of this year revealed. According to 10,438 e-comic reader respondents between the ages of 15-79 who read e-comics at least once per week, the age demographic that subscribed most frequently for these services, at 50.5 percent, was those in their 50s. Conversely, the age group that subscribed least frequently, at 6.2 percent, was those between 10 to 19 years old.

    Can Hong Kong libraries win back readers? Public facilities try every trick in the book to lose ‘boring’ label amid rise of e-texts, pandemic habits | South China Morning PostLibraries are struggling to woo visitors despite pulling out the stops with new offerings, including more open areas and digital services. Residents made 18 million visits to public libraries in first 10 months of year, well below 34.7 million recorded for whole of 2019 – censorship related to the National Security law and the departure of young middle class professionals won’t have helped either. More Hong Kong-related content here.

    WPP Open X Opens Up On Coca-Cola Partnership, Which Is Fizzing Away Nicely After 2 Years | The Drum

    DouYu CEO Chen Shaojie arrested in latest executive crackdown in China | CNN Business – DouYu is kind of similar to Twitch

    Online

    Singing from the CCP’s songsheet | Australian Strategic Policy Institute | ASPI

    The FT on how life is getting increasingly difficult for the creator economy

    Retailing

    Amazon newsroom: Hyundai and Amazon Partner to Deliver Innovative Customer Experiences and Cloud Transformation

    Security

    “Here to stay” – Chinese state-affiliated hacking for strategic goals | Merics

    Israel Arms the World’s Autocrats—With Weapons Tested on Palestinians | The New Republic“It’s either the civil rights in some country or Israel’s right to exist,” said Eli Pinko, the former head of Israel’s Defense Export Control Agency, in 2021. “I would like to see each of you face this dilemma and say: ‘No, we will champion human rights in the other country.’” Under this ethos, the Israeli economy quickly “abandoned oranges for hand grenades,” as one critic memorably quipped. After the Six-Day War in 1967, when the 19-year-old nation launched a preemptive strike on its neighbors—taking over the West Bank, Gaza, East Jerusalem, and the Golan Heights—a new era in Israeli politics began

    The Russian Way of War | Foreign AffairsRussia has long been home to creative thinking in both conventional and nonconventional warfare. In the conventional arena, during the 1920s and 1930s, Soviet military thinkers generated novel ideas such as the concept of deep battle—breaking through enemy lines and creating a continuous moving front. These ideas shaped, and continue to shape, NATO thinking. In the unconventional space, Soviet influence was even more profound. From its founding days, Soviet leaders developed a body of ideas and practices about subversive conflict, including forging documents, co-opting agents abroad, and establishing disinformation campaigns. An early example was the groundbreaking Operation Trest. Carried out in the 1920s, Trest operatives established fictitious underground political cells in Europe in the 1920s to infiltrate anti-Bolshevik groups and lure their members back to the Soviet Union.

    Secretive White House Surveillance Program Gives Cops Access to Trillions of US Phone Records | WIREDThe DAS program, formerly known as Hemisphere, is run in coordination with the telecom giant AT&T, which captures and conducts analysis of US call records for law enforcement agencies, from local police and sheriffs’ departments to US customs offices and postal inspectors across the country, according to a White House memo reviewed by WIRED. Records show that the White House has provided more than $6 million to the program, which allows the targeting of the records of any calls that use AT&T’s infrastructure—a maze of routers and switches that crisscross the United States. In a letter to US attorney general Merrick Garland on Sunday, Wyden wrote that he had “serious concerns about the legality” of the DAS program, adding that “troubling information” he’d received “would justifiably outrage many Americans and other members of Congress.” That information, which Wyden says the DOJ confidentially provided to him, is considered “sensitive but unclassified”

    Software

    Microsoft’s Copilot AI Rises From the Ashes of Bob and Clippy

    Doomer vs Accelerationist: the two tribes fighting for the future of AI | Dazed and The ‘AI doomers’ have lost this battle | FT on the outcome of OpenAI and its likely pivot towards a neo-liberal hell-for-leather charge to singularity. Whether they will get there is a bigger question, I have my doubts – Garden Pathing AI – by Erik J Larson – Colligo – LLMs are a technological dead end

    How does Stable Diffusion work?

    Style

    Why have people looked the same for the last 20 years? | Dazed

    Following the Silk Road, Les Benjamins readies for global expansion | Vogue Business

    Technology

    How Micro-AUVs Are Revolutionizing Ocean Exploration – EE Times

    Wireless

    Consumer Cellular’s Iris Flip isn’t just your grandma’s dumb phone | Fast Company

  • 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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  • Guided by ideology + more things

    Guided by ideology

    China’s rule is described by the German government as guided by ideology. Germany has pulled away from its historic strategy due to China’s approach being guided by ideology. The classification of systemic rival due to China’s guided by ideology approach sets the German government against pro-China businesses including BASF, Daimler-Benz, Deutsche Telekom and Volkswagen Group.

    Chinese acquisitions of German specialist companies have been guided by ideology as much as business benefit. Germany let go critical companies like Kuka – the robotics specialist to specialist construction equipment.

    Sentiment in the Mittelstand industrial base of Germany has turned negative as China’s rule became increasingly guided by ideology.

    Hong Kong Watch

    Consumer behaviour

    Toolkit 2024: Masculinity in Crisis | WARC | The Feed

    Economics

    Some HENRYs are saving too much for retirement — and it may backfire | Business Insider

    Hapag-Lloyd hit by downward spiral in freight rates | FT – follows on from a similar announcement by Mearsk indicating a global economic slowdown; if not a global recession, is in the offing

    US consumer goods: Chinese customers keep companies waiting | FTThe US cosmetics group has over the past year repeatedly expressed confidence that business in China will rise when the pandemic abates. But this month the company behind MAC and Clinique had to take an axe to its full year’s guidance. Demand for high-end beauty products in mainland China has been slow to recover. The stock has lost 55 per cent of its value this year. Worthwhile reading in conjunction with: Beijing’s data and spy laws threaten to spur decoupling with Europe, says business group

    UK Takeover Panel falls victim to deal drought | FT

    Energy

    Sharp shows tandem solar module with record 33.66% efficiency | EE News Europe

    Chinese scientists bring record-breaking Stirling generator to life while Nasa’s patent stays on paper | South China Morning Post

    Ethics

    Apple discriminated against US citizens in hiring, DOJ says | Ars Technica – investigation “found that Apple engaged in a pattern or practice of citizenship status discrimination in recruitment for positions it hired through PERM, and that the company’s unlawful discrimination prejudiced US citizens, US nationals, lawful permanent residents, and those granted asylum or refugee status. These less effective recruitment practices deterred protected workers from applying to positions that Apple preferred to fill instead with PERM beneficiaries.” Apple did not advertise PERM positions on its external job website like it does with other positions, the DOJ said. “It also required all PERM position applicants to mail paper applications, even though the company permitted electronic applications for other positions,” the DOJ said. – Bob Cringely had been talking about similar antics at IBM for years. I expect that you will see this across the technology sector

    Finance

    Warren Buffett Sold Stocks That Berkshire Was Also Trading: Report | Business Insider

    Klarna studies ‘eventual IPO’ after first profit in 4 years | FT

    Changes to UK supervision rules ‘risk encouraging money-laundering’ | FT

    FMCG

    More consolidation in grocery delivery: Getir acquires FreshDirect to beef up in the US | TechCrunch and VCs No Longer Do DTC | Crunchbase – no longer able to sell to people like Unilever. Unilever are looking to sell Dollar Shave Club: Ben Cogan on Dollar Shave Club and the DTC sector | LinkedIn

    France

    Alstom: the French train giant battling to stay on the rails“If Alstom had a problem, the whole of France would find itself pretty stuck,” given the company supplies most of the country’s trains and metros, said an executive at a rival manufacturer. “It can pose a major industrial risk.”

    Health

    Fosun Pharma prepares to deliver Da Vinci surgical robots to make advanced medical treatment affordable to Chinese patients

    Novo Nordisk’s obesity drug cuts risk of death by 18%, trial data shows | FT

    Klick Wire | Telehealth top app type for 45+ – it all comes down to how you define telehealth and how app versus ‘system’ usage is measured. I would imagine alarm and SMS / messaging would still rank very high

    Hong Kong

    Hong Kong man wanted over fatal hold-up shooting arrested after 32 years on the run | South China Morning Post – its like a vintage Chow Yun Fat film, but in real life. In the years running up to recolonisation there were a lot of armed robbers perpetrated by mainlanders who would come in do the job and return. These jobs often used AK pattern weapons, apparently from China but just as likely left over from the wars that ravaged South East Asia

    The police sieges of CUHK and PolyU four years on: a historic watershed – really interesting essay on the psyche at a key point in the 2019 protests


    Battle cries and bluster: Decoding Hong Kong’s reactions to proposed new U.S. sanctions | Samuel Beckett

    Why the Tories need the new Hong Kong voter base | The Spectator

    Ideas

    Yes, it’s possible to imagine progressive dystopias | Noahpinion

    Tomorrowland: Emma Chiu Predicts the Future | Vogue Philippines

    The Flaring of Intellectual Outliers: An Organizational Interpretation of the Generation of Novelty in the RAND Corporation – Andrew W Marshall Foundation – why there were places as beacons of innovation like RAND, SRI, Bell Labs and Xerox PARC

    Luxury

    A Visvim in my backyard?  – On my Om

    Marketing

    Record £9.5bn to be Spent During Christmas Advertising Season – Advertising Association – 4.8 percent lift from the previous year

    IPG launches identity resolution cloud application as the industry prepares for a cookieless world – Digiday – Axciom-based technology


    Why sometimes it’s worth sacrificing frequency for impact – The Media Leader

    Materials

    Foundry creates 100mm-diameter single-crystal diamond wafer EE News Europe

    Tech start-ups race to make EV battery recycling sustainable | FT

    Media

    Hollywood actors secure safeguards around AI use on screen | Reuters

    ‘Expertise within the four walls’: Why Lenovo decided now’s the time to in-house a key bit of ad tech – Digiday

    Why It’s Never Been Harder to Make a Living as a Writer | Esquire – god this is drepressing

    UK TV exports reach record £1.85bn – The Media Leader

    Jezebel: Feminist media site shuts down after 16 years – BBC News

    Online

    PHONECO Antique phone, collectible telephone, old telephone – I love the old school web design that loads crazy fast

    The Pinterest beats ChatGPT Edition | Antonym – ChatGPT is being used much less than Pinterest, which puts things into perspective

    LinkedIn Reaches 1 Billion Members, Expands AI Features On Site | Forbes

    Google and telcos push EU to force Apple to open up iMessage – ReadWrite

    EU probes TikTok, YouTube over child protection, and Alibaba’s AliExpress over consumer protection | South China Morning Post

    Tumblr to run on skeleton crew as parent company Automattic absorbs staff | TechCrunch

    Indian digital ads surge in world’s fastest growing online economy | FT

    Didi posts first quarterly profit since ill-fated New York IPO amid recovery in Chinese ride-hailing market | South China Morning Post

    Retailing

    Meta and Amazon team up on new in-app shopping feature on Facebook & Instagram | TechCrunch

    In pictures: Miniso unveils Oxford Street flagship amid rapid UK expansion | Retail Gazette

    Amazon Is Shutting Down Its Clothing Stores – WSJ

    TikTok Is Bringing Logistics to the E-Commerce Dance – WSJ

    How Shein and Temu are changing the face of China’s export machine, making life easier for an army of small businesses | South China Morning Post

    Tumblr to run on skeleton crew as parent company Automattic absorbs staff | TechCrunch

    Security

    How Israel’s spymasters misread Hamas | FTbefore Hamas launched its October 7 attack, Avi Issacharoff, co-creator of Israel’s hit television thriller Fauda, rejected a possible plotline for one episode in which Hamas fighters stormed the border fence and attacked Israel, deeming it too implausible. Israel’s security services apparently thought the same.

    Tech leakage to China can’t be stopped but can be delayed, says expert – Nikkei Asia

    Small packages are causing big problems in the US | FT

    ICBC ransomware attack

    Industrial and Commercial Bank of China (ICBC) suffered a ransomware attack | Security Affairs

    Wall Street and Beijing fight fallout of ransomware attack on China’s biggest bank

    ICBC/ransomware: China’s cyber security industry moves out of the shadows

    Ransomware attack on ICBC disrupts trades in US Treasury market

    Singapore

    Singapore urbanism – by Noah Smith – Noahpinion

    Software

    This New Breed of AI Assistant Wants to Do Your Boring Office Chores | WIRED

    OpenAI chief seeks new Microsoft funds to build ‘superintelligence’ | FT

    GIC chief says investors should prefer Big Tech to start-ups on AI | FT

    Technology

    Google is working on an RISC-V version of the Android Emulator for 2024 as they move closer to dumping arm for future Android Phones – Patently Apple

    Telecoms

    Apple’s Supply Chain partner Hon Hai launched their first communication satellites from California yesterday – Patently Apple