Category: hong kong | 香港 | 홍콩 | 香港

哈囉 – here you’ll find posts related to Hong Kong. That includes the territory, the culture, business, creativity and history. I lived and travelled to Hong Kong a number of times, so sometimes the content can be quite random.

In addition, I have long loved Cantonese culture and cuisine, so these might make more appearances on this category. I am saddened by the decline in the film and music production sectors.

I tend to avoid discussing local politics, and the external influence of China’s interference in said politics beyond how it relates to business and consumer behaviour in its broadest context.

Often posts that appear in this category will appear in other categories as well. So if Apple Daily launched a new ad format that I thought was particularly notable that might appear in branding as well as Hong Kong.

If there are subjects that you think would fit with this category of the blog, feel free to let me know by leaving a comment in the ‘Get in touch’ section of this blog here.

November 2024 newsletter
November 2024 newsletter introduction

Welcome to my November 2024 newsletter, this newsletter marks my 16th issue. 16 is a low power of two which saw it used in weighing light objects in several cultures. For instance in the British Imperial system of weights 16 ounces were in one pound. This lived on far longer with British drug dealers who looked to sell cannabis in ‘teenths’ (16ths) or eighths of an ounce. Prior to decimal being implemented in China 16 taels or liǎng equalled one catty or jin. Chinese Taoists counted on their finger times and joints of the fingers with a the tip of the thumb, so 16 can be counted on each hand.

The highlight of November was meeting up for brunch with Calvin who I used to work with in Hong Kong and collaborate with on occasion for projects going in-or-out of China. He was passing through London on his way to Web Congress in Lisbon, supporting one of the burgeoning number of start-ups coming out of Shanghai.

New reader?

If this is the first newsletter, welcome! You can find my regular writings here and more about me here.

Things I’ve written.
- Ghost Signs – how legacy signage allows us to peer back into history, camcorders having their ‘lomography’ moment and much more.
- Layers of the future – or how innovation doesn’t exist in a fully-formed world, but instead exists within layers of progress over time.
- Presidential election beliefs – amongst the autopsies of the campaign that have been discussed, one of the things that struck me was the role of presidential election beliefs that have wrong-footed analysis
- Klad & more stuff – a Russian pioneered integration of dark web markets and concealed ‘Amazon locker’ type infrastructure to deliver a new approach to drug dealing. Other items include bottlenecks in gadget manufacturing, internet maturity and more.
Books that I have read.
- Dead Calm by Charles Williams – the early 1960s crime novel packs a lot into the story. Trauma, mental illness, murder and intrigue on the high seas. Dead Calm was later made into a film and relocated from the Indian Ocean to the Pacific Ocean.
- Jipi and the paranoid chip by Neal Stephenson. A short story that fits into the Cryptonomicon universe of Stephenson’s books – shares the story of Jipi a former flight attendant who works for Mindshare Management Associates Inc. – an agency that distracts tourists to Manila from the rapid construction work taking place during a China-like economic miracle. Because of her personality, Jipi has to track down errant AI powered car alarms fitted with plastic explosives that were designed to deter thieves, but AI happened. If you’ve ever had to write prompts, you’ll likely appreciate it.
Things I have been inspired by.

The fame game

Irish rally driver Rosemary Smith, had the skills but never did get the fame. Smith even got behind the wheel of a Renault formula 1 car to get a test drive at 79 years of age.

I am by no means a sports addict but even in my psyche I know the names and reputations of several famous sports stars across hurling, gaelic football, motorsports rugby league and even soccer. Sid Lee and Appino have raised the issue of how this fame gap is bridged in women’s sports drive into long term mainstream success. Where is the women’s sport equivalent of Stig Blomqvist, Arnold Palmer or Michael Jordan who are hailed in a similar way? Want to know more, reach out to Rory Natkiel.

Yes, Christmas really is getting earlier

My local supermarket started to sell mince pies right after the August bank holiday this year. It had Christmas decorations for sale before the Halloween ones. Christmas seems to be coming earlier this year. The Guardian researched how Christmas was arriving earlier each year, from charting music to mince pies and Christmas puddings going on sale. This year lo-fi girl had their first Christmas soundtrac k up on November 4th. If you want a change from the Spotify Christmas list, try this old mix from former streetwear boutique The Hideout.

WARC noted how companies like John Lewis with dedicated Christmas campaigns look to gain a first-mover advantage to aid the talkability around their campaign and gain the full benefit from their emotion driven campaign bedding in and building new memory structures.

WARC predicted that Christmas advertising spend would rise 7.8% to over £10.5 billion. Big growth for search, online display and out of home compared to last year. The biggest losers including TV, direct mail, magazine and print news media.

Things I have watched.

Famous Hong Kong cinema film director Johnnie To criticised Hong Kong’s national security regulation in an interview for the BBC’s Chinese language service. With that in mind, I thought it prudent to buy up as much of his back catalogue as possible because the classics amongst them may be harder to get hold of in the future.

PTU – PTU starts in a similar way to Akira Kurosawa’s Stray Dog with a policeman losing their duty weapon. However that’s where the parallels finish. In Stray Dog the young detective looking for his gun feel empathy at the end with the criminal who used his weapon. The moral being two-fold – crime starts with a few wrong choices, but are still human. In order to deliver law, over time the policeman needs to become less empathetic, losing a bit of their humanity. PTU on the other hand shows how police blurred the line between the law and crime with extra-legal methods to solve crime. It also highlights the complex relationships between criminal gangs and the police. To keeps the tension going with PTU throughout the film. The ambiguity between police and criminals would not be allowed in future Hong Kong films thanks to the National Security laws that have come into force.

Election – The literal Cantonese title for this film is ‘Black Society’ – which as a term covers all kinds of organised crime groups. Two members of the Wo Lin Shing are up for election become leader (aka chairman or dragonhead) of the organised crime group. It’s a common trope in Hong Kong cinema that these elections happen on a regular basis. Wo Lin Shing is a stand-in name of the very real Wo Shing Wo – a group that have a side hustle doing wet work for the Beijing forces at work in the city.

The film focuses on the election and immediate fallout. Lok runs a more rational campaign, whereas Big-D runs a showy campaign offering money for votes. The elders appoint Lok and Big-D tries to steal the symbol of power. To moves the tension and action on at a rate of knots. It features many of the heavyweights of Hong Kong cinema including Simon Lam, Louis Koo, ‘Big’ Tony Leung, former policeman Nick Cheung and Lam Suet.

Not a Johnnie To production, but I have been enjoying Detective Chinatown on Amazon Prime. The show is similar to the BBC show Sherlock and CSI in the way its plot devices and how its story arcs work. It has been interesting to watch for a number of reasons. The series was produced for Chinese streaming platform iQiyi – think Chinese Netflix. The series is based in Bangkok, Thailand. The senior Thai police representative is portrayed as dramatic, volatile and religious in nature – interesting stereotyping by the Chinese production team. The plot line has a very supernatural aspect to it, which is generally considered to be a no-no with Chinese censors. I am curious to see where they take the show.

Useful tools.

Mac keyboard shortcuts

Alongside David Pogue’s Missing Manual series of reference books for each version of macOS, MacMost’s videos are a great resource for the Mac user. MacMost now have a free downloadable table of Mac keyboard shortcuts.

AI-powered diagram creation

Ever sat in front of a blank Keynote or PowerPoint slide and wondered how to represent something? I am across the Napkin AI which takes your written text describing something and renders it into a diagram. I don’t use these diagrams as the finished product, but as an inspiration for me then to artwork together in Keynote, OmniGraffle or PowerPoint. You can output from Napkin AI as a PNG file. At the moment it’s free to use as a beta product.

Woznim

Woznim allows you to record the names of people and where you met them to try and aid in recall of of them if you run into them again. It reminds me of Foursquare and social bookmarking. Foursquare because of its where 2.0 location based data and social bookmarking because if you develop the Woznim habit it could be life-changing, but if it doesn’t gel with you it’ll be dropped as a service in no time. At the moment it’s an iPhone-only app.

Bluesky

Bluesky has been having a moment as another tranche of social media users follow The Guardian’s lead to leave Twitter and need a micro-blogging service. Bluesky has got a good deal of attention because of its starter packs and list features. Whether Bluesky will continue to grow into a vibrant post-Twitter place isn’t certain yet. But if you are going to use Bluesky then these two tools might help:
- Bluesky tools directory. There is a surprisingly rich set of tools available rather like ‘golden age’ era Twitter.
- Starter packs. Starter packs are a set of curated recommended accounts to follow based around interests. This site has a large directory of them covering everything from professional interests to sports passions.
The sales pitch.

I am now taking bookings for strategic engagements from January 2025 onwards; or discussions on permanent roles. Contact me here.

More on what I have done here.

The End.

Ok this is the end of my November 2024 newsletter, I hope to see you all back here again in a month. Be excellent to each other and onward into the Christmas season and the rush to complete projects before clients disappear on holiday.

Don’t forget to share, comment and subscribe!

Let me know if you have any recommendations to be featured in forthcoming issues.
November 27, 2024
Klad + more stuff

Klad

Klad is a new trends in illegal drug distribution. Klad sprang out of the online anonymity of the darknet. Breaking Klad: Russia’s Dead Drop Drug Revolution | Global Initiative goes into detail about how the Klad system works. Klad seems to be the narcotics equivalent of an Amazon locker. The customer pays the money via a dark web service and is directed to a concealed geocache with their product in it. These caches are refreshed by low level network members whose soul role is to service the klad network.

Understanding Russia’s darknet markets and the logistics systems underpinning it offers insight into the future of drug trafficking (and other crimes) worldwide.

Klad is likely to be further complicated by the tight linkage between the Russian state and international organised crime groups.

China

Blackpink’s Lisa ignites controversy on Chinese socials with cabaret performance | Jing Daily – an old article but shows the tension of feminist and male-centric themes, modern mindset versus tradition.

Consumer behaviour

The Future of Men from TEDWomen 2017 – by Jack Myers

Climate emotions, thoughts, and plans among US adolescents and young adults: a cross-sectional descriptive survey and analysis by political party identification and self-reported exposure to severe weather events – The Lancet Planetary Health – more data supporting the idea of climate despair – poor mental health related to concerns about climate change.

The Game Theory of Democracy – The New York Times – Adam Przeworski developed a theory that democracy is best understood as a game, one in which the players pursue power and resolve conflicts through elections rather than brute force. Democracies thrive when politicians believe they are better off playing by the rules of that game — even when they lose elections as it maximises their self-interest over time. It works when the stakes of power remain relatively low, so that people don’t fear electoral defeat so much that they seek other methods reversing it. Winners of elections need to act with restraint. They can’t make life miserable for the losers, or foreclose the possibility that future elections would allow the losers to win. But recent years suggest that even “working” democracies can be far more fragile than was once believed; Przeworski doesn’t see an obvious way to protect it from being weakened further.

Using F-word at work is no sacking offence in the north, rules judge | The Times – As rude as the comment was, the so-called f-word had become commonplace “in the public sphere” — and that was particularly the case in the north of England. “Mong” is a derogatory term for someone with a learning disability, especially related to Down’s syndrome, and is also used as a synonym for “idiot”. Shergill was hearing a claim from Robert Ogden, who was said to have made the jibe during an office discussion about doughnuts and losing weight. His colleague was said to have felt “violated and shocked” by the remark and was left in tears before reporting Ogden to bosses, who eventually sacked him. Ogden is now in line for compensation after the judge ruled that his “lawless and toxic” office was rife with similar comments.

Design

Ideas We Love: Re.Uniqlo Studio

Energy

Norway’s electric car sales set new world record | VoA

Finance

Inside Goldman Sachs’ years-long power struggle over its China venture FT – Goldman Sachs had their face ripped off and they are still enthusiastic about the Chinese market. Senior executives gave themselves bonuses while the business shelled out a billion dollars for very little. In addition, looking at market timing it’s unlikely Goldman Sachs will realistically get the kind of returns their shareholders would want ever.

FMCG

Starbucks needs to cut the crap from its brand positioning | MarketingWeek – Starbucks is more than coffee. It does have brand appeal. But it’s more basic than its highfalutin mission would have you believe. It’s a combination of being in the right places to answer the right category needs at the right time, with a small but not unimportant wedge of American quality and efficient delivery.

There is plenty of brand equity in Starbucks, it’s just apparent that Starbucks never actually worked out what it was. Professor Dolly Parton has the best definition for positioning: find out who you are and do it on purpose. To use her analogy, Starbucks never got to first base never mind second.

Yes, Starbucks grew under Schultz’s second tenure. He was an exceptional leader twice over. However, there was a vacuity within the brand that was palpable when you entered its stores. The commoditisation of Starbucks that Schultz spotted so brilliantly continued, offset by other excellent decisions that kept it growing.

The brand’s nonsensical mission statement did not harm it. It did not lose the company money. But its fundamental stupidness and overreach meant that the potential benefits of a more prosaic, practical, accurate position were missed. A problem deferred. Contrast with Why am I optimistic about Starbucks China ☕ | Following the Yuan

Gadgets

Why has the Internet of Things failed? « Pete Warden’s blog

Interesting video by The Verge that covers how supply chains are crippling cassette players and compact disc players. Bottle necks include magnetic heads, cassette mechanisms (one factory in China makes a bad dupe of an old Japanese company design), laser pick-ups and compact disc mechanisms have a similar problem. The programme also misses out that the likes of Dolby Labs no longer licence their noise reduction technology.

Health

Telehealth’s GLP-1 ‘gold rush’ is powered by these medical groups | STAT News

Hispanics and Mental Health: Gaming as a Pathway to Self-Care | Ideas Exchange by Klick Health

Hong Kong moves to restrict business use of medical terms such as ‘treatment’, ‘clinical’ | South China Morning Post – Under the planned ban, which has already been added to the Private Healthcare Facilities Ordinance but not yet enforced, premises other than licensed healthcare facilities or exempted clinics would not be allowed to use terms such as “clinical”, “healthcare”, “medical”, “treatment” and “therapeutic”. Currently, it is not uncommon to see such descriptions used in non-medical settings. An online check by the Post found a gym claiming it could offer “targeted pain treatment” with a procedure called myofascial release. Another centre also claimed to treat various pain conditions “commonly seen in the city” by stretch therapy.

Hong Kong

Trump, Harris both like ‘poison’ for Beijing, says former top US envoy to Hong Kong | South China Morning Post – while the story leads on Kurt Tong being the former US consul general – you could rewrite the precise of the article as head of strategic advisory firm advises Hong Kong to employ advocacy tactics to detoxify Hong Kong government reputation in Washington (presumably including lobbying and think tanks).

Innovation

Watching Nintendo think out loud about radar and music (Interconnected)

Marketing

Great video hosted by Kantar featuring Mark Ritson on the benefits of consistency in brand building. I can’t embed here, you have to go to YouTube to watch it.

Huddle 001 – Is strategy sick? – Outside Perspective

Media

OnlyFans Has Paid $20 Billion to Creators Since 2016, CEO Says | Variety

Retailing

Asos CEO ‘not worried’ about Vinted or Shein despite mounting losses | Retail Gazette – interesting. I wonder how the brand building work is going? I have seen lots of ads, but they’ve felt disjointed and flat

John Lewis partners with Klarna for ‘buy now pay later’ option – Retail Gazette – the middle class now need the digital equivalent of ‘lay away’ – not a great economic indicator

Security

Chinese Group Accused of Hacking Singtel in Telecom Attacks – Bloomberg

Software

Split mixed tracks with LANDR Stems | SOS – this is huge

Style

Kizik Hires Nike Footwear Veteran Andreas Harlow as SVP of Design – Footwear News – moving prior to the new CEO Harlow was responsible for design of the Jordan line of footwear, but makes sense when you read my John Donahue and Nike related post.

Technology

She Built a Microcomputer Empire From Her Suburban Home | Every

Telecoms

Interesting article on the state of the internet. It looks as if the network might be maturing: Is the (US) Internet Really Slowing? – On my Om

November 20, 2024
Ghost signs + more stuff

Ghost signs

I took this picture almost two decades ago on a visit to Hong Kong of ghost signs.

I was reminded of this picture when I watched the below documentary on ghost signs. Specifically it reminded me of the former industrial units I saw in Fotan, which is in the New Territories of Hong Kong. Their structure used as a giant billboard advertising their former uses making fur coats or plastic flowers. The ghost signs of Hong Kong were fast-fading evidence of an industrial golden age in Hong Kong extinguished by China’s entrance into the World Trade Organisation (WTO) at the end of 2001.

The UK ghost signs highlighted in the documentary benefit from a slower rate of building replacement and a more temperate climate that helped preserve lead paint over a century old.

Ghost signs show that history is all around us, if we care to look around us.

Beauty

Avon mulls franchise stores and widens tie-up with Superdrug | Retail Gazette

China

Volkswagen China CMO deported from China for drug use | News | Campaign Asia – Volkswagen Group China’s chief marketing officer, Jochen Sengpiehl, has been expelled from China following a positive drug test upon his return from a holiday in Thailand. This development has caught significant attention on Chinese social media, as reported by the German tabloid Bild-Zeitung. AFP reported that German officials confirmed the news on Tuesday. Sengpiehl was detained for over 10 days and instructed to leave the country immediately after Chinese officials detected traces of cannabis and cocaine in his blood, according to AFP’s coverage. He was held in custody before Volkswagen and officials from the German embassy managed to secure his release. However, he was required to leave the country instantly, as reported by Bild. Campaign Asia-Pacific reached out to Volkswagen Group for comment. A global spokesperson offered a terse response: “We ask for your understanding that we will not comment further on the content of your questions in light of our contractual and data protection confidentiality obligations.” The incident throws a harsh spotlight on the differing legal landscapes around drug use. While Germany legalised cannabis use earlier this year, and Thailand became the first Asian country to decriminalise it for medical purposes in 2022 (though recreational use is slated for prohibition by the end of the year), China maintains extremely strict anti-narcotics laws, with severe penalties for violations. – This also says a lot about how little China needs Volkswagen in the country now.

Why Are Airlines Quiet Quitting China? | Skift

Consumer behaviour

Gen Z’s joy in chaos: Why maximalism is back | Jing Daily – at odds with the sleek pared down looks currently driving Chinese fashion. Not really that much of a surprise given how young people over the years have rated thrift shops, army surplus stores and shopped while travelling in search of authenticity and a story behind their eclecticism.

54: Double 11 (Is Ralph Lauren a victim?), The fall of Will’s and ClassPass | Following the Yuan – Chinese consumers using returns policies to hit ‘boycotted’ western companies in the pocket by exploiting the elevated business costs of returns in e-commerce. Double 11 or singles day is one of the premier shopping days in China. If this movement is real, the results for targeted brands like Ralph Lauren would be exceptionally brutal.

Culture

Camcorders are now going through a ‘lomograph y‘ phase now – where creators love their limitations and flaws.

Finance

Hong Kong exchange launches crypto index for Asia | Tech In Asia

Luxury

Why do people queue up outside luxury stores? | FT

Kering and Hermès tell tale of luxury inequality | FT

Marketing

Why global brands are failing in Africa | WARC

Beyond the horizon: The holistic path to measuring media investments | WARC

Online

Preparing for Apple & Google’s certificate lifespan changes | The Stack – interesting that this transition is being compared to Y2K in terms of technology experience disruption

Security

TSMC cuts off Chinese chip designer linked to Huawei • The Register

Software

OpenAI and Anthropic present two possible futures for AI – The Verge

November 3, 2024
Mooncakes + more things
Mooncakes

Mooncakes were a big part of my time in Hong Kong and Shenzhen. This year, mid-September marked mid-autumn festival across Asia or known as Chuseok in Korea. It is similar to harvest festivals that happen elsewhere in the world.

It is celebrated in Chinese communities with mooncakes. Mooncakes traditionally have been made of fat filled pastry cases and lids filled with red bean or lotus seed paste and a salted dried egg yolk.

Mooncakes are moulded and have auspicious messages or symbols embossed on the top, like the double happiness ideogram which also appears on new year decorations and at weddings.

In the past mooncakes have been used to make political statements in Hong Kong where they were embossed with messages against the Fugitive Offenders and Mutual Legal Assistance in Criminal Matters Legislation (Amendment) Bill 2019. This mirrored mooncake history, where concealed messages were alleged to have been used to ferment rebellion against Mongolian rule in China centuries ago.

China saw a halving of mooncakes sold this year, compared to last year. This is a mix of fast-moving events like the state of consumer spending and longer term factors including gifting culture and attitudes to health and fitness.

The economy

The consumer economy seems to be doing worse than industrial output. Youth unemployment is still an issue.

Gifting culture

China saw a crackdown on premium priced mooncakes as part of a government move against ‘excessive consumption‘ driven by societal excess and ‘money worship’. This overall movement has dampened luxury sales. The Chinese government stopped officials buying mooncakes a decade ago as part of a crackdown on corruption.

Some consumers just aren’t into them

They were as divisive as Christmas cake is in Irish and British households. Brands like Haagen-Daz and Starbucks have looked to reinvent mooncakes into something more palatable.

Health and fitness

Health and fitness has been steadily growing as a trend in China. A number of reasons have been at play including changing beauty standards. Chinese women are still going to favour slimness over muscle, but home workouts and running have been increasing in popularity. The fitness industry has been growing and the Chinese government has also tried to foster interest in winter sports. So there would be a good reason to avoid ruining all the hard work that you put in by eating mooncakes.

Business

Nike CEO John Donahoe to Step Down | BoF

Economics

Why Do Workers Dislike Inflation? Wage Erosion and Conflict Costs* by Joao Guerreiro, Jonathon Hazell, Chen Lian and Christina Patterson – workers must take costly actions (“conflict”) to have nominal wages catch up with inflation, meaning there are welfare costs even if real wages do not fall as inflation rises. We study a menu-cost style model, where workers choose whether to engage in conflict with employers to secure a wage increase. We show that, following a rise in inflation, wage catchup resulting from more frequent conflict does not raise welfare. Instead, the impact of inflation on worker welfare is determined by what we term “wage erosion”—how inflation would lower real wages if workers’ conflict decisions did not respond to inflation. As a result, measuring welfare using observed wage growth understates the costs of inflation. We conduct a survey showing that workers are willing to sacrifice 1.75% of their wages to avoid conflict. Calibrating the model to the survey data, the aggregate costs of inflation incorporating conflict more than double the costs of inflation via falling real wages alone

FMCG

Unilever ends up as a punching bag for Greenpeace and having their purpose blown up. As a campaign idea, the public celebration by the Dove brand team of the 20th anniversary of Dove’s real beauty positioning and creative left themselves open to this. Greenpeace used a skilful reframing in this creative.

The reason why the developing world seems to be disproportionately affected by plastic waste highlighted is for a number of reasons:
- A lot of and paper and plastic recycling is shipped abroad. It used to go to China, but they declined to accept waste to recycle from 2018 onwards. So this waste went to other markets.
- Developing markets have single portion packaging so that FMCG companies can distribute via neighbourhood shops and sell the product for the price a consumer can afford.
- Plastic is easier to colour, manufacture, package and transport than glass, metal or coated paper. Biodegradable or effective post-use supply chains are well behind where they should be. And even if you were open to recycling, there may be brand issues.
Innovation

Chinese scientists claim they can use Starlink satellites to detect stealth aircraft | BGR

Japan

AI will help Sony expand Japanese anime’s growing fan base | FT – but would also help competitors out-produce Sony. Expect a Chinese anime avalanche.

Marketing

Campbell’s drops the ‘soup’: what the evidence says about adapting brand fundamentals | WARC

Media

OpenAI Messed With the Wrong Mega-Popular Parenting Forum | WIRED

Retail media frenzy muddies negotiations with brands, who agency execs say must spend or ‘suffer the consequences’ – Digiday and Retail media networks put the squeeze on brands | WARC – Spending on RMNs could be seen as part of normal partnership agreements between brands and retailers that have traditionally included marketing commitments. That shades into a grey area if retailers become focused primarily on growing their ad business, but those same retailers can’t expect brands to spend more unless they can demonstrate results. At the same time, brands have their wider media mix to consider.

In context
- The pairing of advertisers with consumers close to the point of purchase via rich, first-party data is leading to better ROI relative to other channels for some advertisers and is cited as a key driver of increasing retail media investment.
- Retail media is growing in double digits every year; it currently accounts for around 14% of global ad spend and is projected to account for 22.7% of online advertising by 2026.
- Retail media is no longer a ‘medium’ in the conventional sense but is instead evolving into an infrastructure underpinning the entire digital advertising ecosystem.
Content Creators in the Adult Industry Want a Say in AI Rules | WIRED

Security

JLR’s letter: what Land Rover’s doing to stop your older car getting nicked | CAR Magazine – update on JLR’s security crisis

Software

A brief history of QuickTime – The Eclectic Light Company

Technology

NTT Data builds a mainframe cloud for Banks • The Register – mainframes are still amazing for large scale batch processing
September 25, 2024
AI search + more things

AI search

This section on AI search is largely down to Rowan Kisby’s observations over at LinkedIn. I worked with Rowan when I was her client at Unilever, super-smart, can’t recommend her enough. Now on to AI search: Google has looked to augment its web search in a more obvious way with generative AI providing ‘AI search’ features.

The AI search features have adversely affected publishers of non-time dependant evergreen content according to Authoritas. This has sparked concern amongst media publishers, but early feedback on IAC and Ziff-Davis shareholder calls indicated little change in traffic numbers. Google claims that AI search feature ‘AI previews’ actually delivers more, rather than less click throughs.

China

IBM Shuts China R&D Operations in Latest Retreat by U.S. Companies – WSJ – Microsoft has made a similar retreat

Culture

Dr Mike Lynch OBE | Obituary – Sound on Sound magazine cover’s Lynch’s music hardware career which happened before he started Autonomy. The bit that this story misses is how Lynch’s developments helped move forward digital music and affecting electronica during a particularly creative point in culture including house and the rave scene that spun out of it.

I can’t recommend Phoebe Yu‘s content enough, this video on colour, culture and user experience design is a great example of her work.

Why everyone is obsessed with toys right now – The Face – The Face finally catches up with nerd life.

Economics

The changing role of the US dollar | Brookings Institute

Why Can’t the U.S. Build Ships? – by Brian Potter

Hong Kong

Hong Kong like Japan has people with a real passion for buses and trains, and unlike the UK, both countries cater to their ‘trainspotters’.

Wong Kar Wai’s Guide to Hong Kong: Arts Intel Report – Arts Intel

Ideas

Section have a series of templates for looking at AI use in business, more here.

Luxury

How ‘luxury shame’ will shape sales in China for the rest of 2024 | Vogue Business – wealthy people and corrupt government officials don’t want to be seen to be rocking the boat from a societal perspective lest they get caught in the view of the authorities or Chinese netizens. This is especially true given the slow economy and Xi administration focus on ‘common prosperity‘ to reign in wealthier business leaders. Burberry as a brand relying on China is particularly affected, which has reduced its stature: Burberry drops out of FTSE 100 | Drapers Online

The Geopolitics of Wine | Peter Zeihan – thanks to increasing costs of capital, aging worker demographics and climate change New Zealand and Australia will do better than Latin American wines and most European offerings except France

The Collectability of Parmigiani Fleurier | Phillips

Marketing

Colgate-Palmolive’s financial performance proves that over-indexing on share-of-voice through shopper marketing and advertising delivers positive financial results: Colgate-Palmolive: ‘The advertising is working’ | WARC | The Feed

Is marketing entering its ‘era of less’? | WARC | The Feed – based on Gartner CMO surveys marketers are increasingly being seen as cost centres and are being asked to do more with less which is affecting mar tech spend, staffing and agency spend.

Materials

The first tensor processor chip based on carbon nanotubes could lead to energy-efficient AI processing | Techxplore

IKEA preowned | IKEA – Ikea tried to get into the circular economy

Media

Here’s the Pitch Deck for ‘Active Listening’ Ad Targeting | 404 Media

Right-Wing Influencer Network Tenet Media Allegedly Spread Russian Disinformation | WIRED

Online

Rise of the ‘chefluencers’: Can China cook up its own Nara Smith? | Jing Daily

Farewell, Microblog – China Media Project

Retailing

How to connect offline to China’s Gen Z and Alpha? | Jing Daily – Young Chinese consumers are finding new consumer interests away from blind boxes and claw machines: ‘Guzi’ (谷子) stores. ‘Guzi’, derived from the phonetic English ‘Goods’, describes merchandise featuring popular ACG (animation, comics, and games) characters, including badges, standees, and posters. – China develops it’s take on otaku culture

Security

Chinese vendor jailed for giving railway data to foreigners: State Security Ministry | South China Morning Post

Interesting interview with Anthony Blinken on cybersecurity. See also: Chinese government hackers penetrate U.S. internet providers to spy – The Washington Post

Current CIA director Bill Burns and Richard Moore, his counterpart at SIS appeared at the FT Weekend festival in London.

Technology

White House publishes roadmap to secure internet routing • The Register

September 11, 2024