Category: ideas | 想法 | 생각 | 考える

Ideas were at the at the heart of why I started this blog. One of the first posts that I wrote there being a sweet spot in the complexity of products based on the ideas of Dan Greer. I wrote about the first online election fought by Howard Dean, which now looks like a precursor to the Obama and Trump presidential bids.

I articulated a belief I still have in the benefits of USB thumb drives as the Thumb Drive Gospel. The odd rant about IT, a reflection on the power of loose social networks, thoughts on internet freedom – an idea that that I have come back to touch on numerous times over the years as the online environment has changed.

Many of the ideas that I discussed came from books like Kim and Mauborgne’s Blue Ocean Strategy.

I was able to provide an insider perspective on Brad Garlinghouse’s infamous Peanut Butter-gate debacle. It says a lot about the lack of leadership that Garlinghouse didn’t get fired for what was a power play. Garlinghouse has gone on to become CEO of Ripple.

I built on initial thoughts by Stephen Davies on the intersection between online and public relations with a particular focus on definition to try and come up with unifying ideas.

Or why thought leadership is a less useful idea than demonstrating authority of a particular subject.

I touched on various retailing ideas including the massive expansion in private label products with grades of ‘premiumness’.

I’ve also spent a good deal of time thinking about the role of technology to separate us from the hoi polloi. But this was about active choice rather than an algorithmic filter bubble.

 

  • Valley of Genius by Adam Fisher

    Valley of Genius by Adam Fisher promises to be ‘the uncensored history of Silicon Valley’ based on stories that founders and programmers told to each other. All of which begs the question how much is myth making and how much is true?

    https://flic.kr/p/2o8rBr7
    Valley of Genius front cover

    Getting to the truth

    Having worked for Silicon Valley clients and in-house at Yahoo!; I recognise that the truth doesn’t get out there and the myth making is largely self-serving. There is also a big question about how far the collective memory actually goes back.

    GF8 600 - 35 Carbuncled

    Secondly, the story of Silicon Valley has already been told a number of times, how will Valley of Genius compare to Dealers of Lightning, The Valley of Heart’s Delight, Where Wizards Stay Up Late or Accidental Empires in terms of telling the story of Silicon Valley?

    Finally, there is the challenge of how big tech companies have got so good at controlling their story in the wider world. Whether it was keeping close tabs on journalists like Fred Vogelstein found out while working at Wired magazine, through Frank X Shaw’s reputation for robust rebuttal, funded their own media outlets like Pando Daily and eventually disintermediated the media altogether.

    Adam Fisher

    Adam Fisher grew up in the Bay Area and became a journalist and later editor at Wired. He left there and freelanced for a number of publications, branching out from technology writing to other areas like travel and tourism.

    Style

    The most noticeable thing about Valley of Genius when you get into it is that there is no prose. It is all dialogue. Fisher has cut together segments of interviews to tell a story. Sometimes it feels like people around a table, other times it feels more disjointed.

    The book is described as an oral history and Fisher in his interviews describes the process as being like putting together documentary interviews.

    Fisher went out and interviewed many of the great and the good of Silicon Valley to get this material, however given some of the soundbites were things I had heard before such as Steve Jobs talking about a computer as a ‘bicycle of the mind’; I was not sure if these people like to self reference or if Fisher has interspersed his interviews with archival material. Right at the end of the book, Fisher comes a list of people by chapter and where he had to source secondhand quotes from.

    I’ve read a number of books on Silicon Valley over the years, so had a frame of reference and I had context, so I found Valley of Genius enjoyable to read. But for someone who is coming to the subject with just a cursory knowledge of Silicon Valley, there is benefits to having a guide. Reading the quotes without understanding the context, or having been to Silicon Valley still leaves you outside.

    I honestly don’t know if Fisher would have been a good guide, so him removing his voice from the book maybe less of a loss than we might think. But a new reader to the subject matter would benefit from a guide like Michael S. Malone or the insider snark of Robert X. Cringely (aka Mark Stephens). Fisher’s book Valley of Genius is a book for insiders and future academics who might be looking at the history of Silicon Valley in the future. According to Fisher, he managed to secure the last interview that Bob Taylor ever gave. Bob Taylor played key roles in moving Silicon Valley forward while in managerial positions at NASA, ARPA and XEROX PARC. In those interview quotes are more granular aspects of things, like Nolan Bushnell having a champagne party on the grass outside the offices of a recently bankrupt competitor, or that the video card to power the monitor used in Doug Engelbart measured about 3 foot by 4 foot in size.

    It’s also a very one dimensional view of Silicon Valley. It largely misses out hardware and hard innovation; which is problematic for a technology hub that is competing against China and India for that matter. There is no 3Com, Cisco or Juniper Networks. The hardware story is very much lacking, there is no Intel, AMD or Nvidia, Sun Microsystems or SGI. It is largely a consumer technology vision that writes out businesses like Oracle and Salesforce together with the characters that lead them.

    Plot line

    Valley of Genius ignores a good deal of early Silicon Valley, such as the the pre-war nature of Stanford, Varian, Bill Hewlett and David Packard’s garage start-up, Shockley Labs, the treacherous eight, defence contracting and the missile age.

    Mother of all demos

    Instead Valley of Genius history starts at 1968, when Dough Engelbart of Stanford Research Institute provides the Mother of all Demos to a mix of academics, government people from the likes of the department of defense and technologists.

    Engelbart talks about his developments in 1986

    He the talked about his career on the Google campus in 2007.

    Atari

    The story moves on to Atari and Nolan Bushnell. Bushnell was responsible for popularising computer games and arcade consoles. Bushnell was a bridge between the counter culture and Silicon Valley hustle. A few chapters later Valley of Genius also covers the acquisition and eventual (first) failure of Atari.

    Here’s Bushnell being interviewed for the 50th anniversary of Atari by IGN.

    Bushnell did a Google Talk a number of years ago as well.

    Xerox PARC

    PARC (Palo Alto Research Center) was a west coast R&D facility put together by Xerox to understand what the future of work would look like. They had already realised that it would be computerised. From PARC came modern computers, local area networks, file servers, laser printers and productivity software.

    Apple

    In separate chapters Valley of Genius covers Steve Jobs and Steve Wozniak’s commercialisation of phone hacking tools, and the evolution of the Apple computer line up from the Apple II to the Macintosh.

    Retailer High Technology did the first adverts featuring the Apple II computer

    Which was a far more budget affair than Apple’s own launch of the Machintosh.

    The book goes on to cover the return of CEO Steve Jobs and the rejuvenation of Apple as a business including the iPod, iPhone and iPad through to the death of Jobs.

    The hacker ethic, or hacker culture

    The hacker ethic or culture, a digital equivalent of the person who tinkers away with things in a shed or garage has their own section. The section is atemporal in nature, which I can understand to a certain extent. Steve Wozniak came out of hacker culture, as have many software developers over time.

    Fisher focuses on what hacker culture is, rather than what it means (both good and bad). I would recommend Steven Levy’s Hackers: Heroes of the computer revolution as a companion to this chapter in Valley of Genius. The copy I read years ago was published by Penguin, but O’Reilly have re-published it as the book this is part of myth-making and cultural norming in software development teams.

    The WeLL

    The WeLL was the proto-online community that is still going and features first generation digerati such as journalist Wendy Grossman, the founders of Wired magazine and cyberpunk author Bruce Sterling.

    Stewart Brand talked about the founding of The WeLL during a Google hosted talk

    The WeLL never scaled in the same way that we think about social networks now but it has quality discussions and is much kinder than Twitter or Reddit.

    VPL

    VPL was a failed start-up in the mid-1990s that set much of the expectations and tempo on VR to this day. You will most likely know it from the VR suit featured in The Lawnmower Man movie. I covered it in more depth in my metaverse discussion paper.

    General Magic

    Take a series of burnt out Apple employees and have them invent a predecessor of the net appliance or smartphone. That was General Magic and it was a glorious failure. Sarah Kerruish’s documentary on General Magic tells the story much better.

    Wired magazine

    Wired magazine gets its own chapter. it represented a way of melding culture and technology. I had read Wired before I had used the web, but it gave me a good idea of what to expect. But I don’t know if it is more important than ZDnet or other technology publishing houses. Valley of Genius goes on to celebrate Wired’s online endeavours including HotWired, Suck – a sarcastic version of Wired and Webmonkey – which taught a lot of people web development skills and probably doesn’t get the love it deserves in Valley of Genius. Mondo 2000, a rival to Wired in terms of setting the cultural zeitgeist for technologists also gets a chapter.

    Pixar

    Pixar as a Silicon Valley story is an accident due to two things

    • George Lucas’ Industrial Light & Magic being based in North California rather than in Los Angeles
    • Steve Jobs looking for a project post-Apple

    But it didn’t necessarily move Silicon Valley forward.

    Netscape

    The jump to Netscape as the first commercial browser makes sense. AOL, AT&T True Experience, CompuServe and Prodigy services were all driven by businesses outside the traditional Silicon Valley space.

    Bob Cringely, from what I guess was PBS’ Triumph of The Nerds

    At the time Netscape seemed as much about the crazy public valuation of the business which was emblematic of the dot com boom, as it was about the software that would kick off the open web. These kind of valuations re-emerged with businesses like Uber and WeWork.

    eBay

    eBay was the standout e-commerce play for Silicon Valley. Amazon was a Seattle company and so was an outsider in a similar way that Microsoft always had been. eBay was also founded by an ex-General Magic employee and so was part of Silicon Valley’s version of ‘Rock family trees‘. We see this even now with the ‘PayPal mafia’.

    Google

    Google changed the web experience that Silicon Valley had pioneered via Yahoo! and Excite. Brin and Page became a key point of focus in Valley of Genius. However, this ignores the complexity both around search and the development of foundational web technologies that other companies produced. If you are interested about the nature and history of Google, Steven Levy’s In The Plex is probably a better option to read.

    Google’s move to pay per click advertising gets its own chapter that greatly reduces the complexity of the real story.

    Napster

    Napster was the poster child of market value destruction and disruption that predated Uber and its ilk.

    Dot bomb

    The dot com boom can be charted from the last quarter of 1995 and reached its nadir in the last quarter of 2002.

    Eric Steiner tells his tale as the CEO of Inktomi through the dot com boom and bust

    Valley of Genius covers it in terms of its sociological impact on the Bay Area, as much as its economic impact. The reality is more complex, even the dot.com label attached to it is a misnomer. It encompassed telecoms, networking hardware, datacenters and more in terms of its impact rather than just e-businesses.

    Facebook

    While Facebook was an east coast invention, the movement of the company and its CEO Mark Zuckerberg west saw a cultural change in Silicon Valley that took it down a much darker patch. By comparison Twitter in its start-up phase looked more like Atari in terms of its counterculture influence.

    Future gazing

    At the end of the book there is a section on future gazing, which became what made Silicon Valley great. The business model was prioritised over innovation. Veteran journalist John Markoff even talked about how Salesforce had moved to a ‘vertical campus’ model with Salesforce tower. Which is how every other business in places like Singapore, Hong Kong and even Wall Street work anyway.

    There was a singular lack of reflection on challenges ahead or areas of introspection by the people telling these stories. If anything, that was what concerned me the most about the book. Innovation is at a technological, scientific and socio-cultural cross-roads and the inhabitants of the Valley of Genius apparently doesn’t have a clue. More on the book here. You can find more of my book reviews here.

    Extra content – Valley of Genius promotional tour interviews

    Panel hosted by Adam Fisher to promote the Valley of Genius book

    https://youtu.be/gmfB01vtrgg

    Leo LePort interviews Fisher on Valley of Genius at the time of its launch.

  • KanDenko + more stuff

    KanDenko

    KanDenko is a Japanese construction company that specialises in infrastructure. This advert communicates effectively what they do in a creative manner. KanDenko must have spent a good deal of money to have this film produced. But it is well worth it.

    Vintage Singapore

    Footage of Singapore‘s North Boat Quay circa 1983. This area has now been redeveloped with the shop houses refurbished and now holding cafés, restaurants and bars. What this video shows is traditional Chinese life that would have been similar to the mainland prior to Mao’s ‘new China’ which culminated in the cultural revolution.

    Thankfully overseas Chinese and Taiwan had preserved the culture and beliefs.

    Stussy x Nike

    Nike and Stüssy have collaborated on bringing an old Nike model back to life.

    New Order’s Blue Monday on 1930s instruments

    The BBC made a video of Orchestra Obsolete using early electronic instruments (including a Thermin) alongside traditional instruments to reproduce New Order’s Blue Monday

    Distorted Kowloon City

    When I first saw this footage of Distorted Kowloon City, I was reminded of the locative art discussed in William Gibson’s novel Spook Country. I read this shortly after being switched on to where 2.0 services while working at Yahoo! on search and Flickr offerings. Yahoo! bought Whereonearth, to better understand what ‘local’ meant with its InternetLocality product set. At the time Whereonearth worked with Three on local mobile services and was a data provider to the likes of insurance companies and credit reference agencies. Yahoo! engineers like Dan Catt and Paul Hammond worked on projects like ZoneTag and including location data in the EXIF metadata of photography; something we just accept as normal on smartphones now.

    Distorted Kowloon City is a piece of immersive digital abstract art. Or according to The Hong Kong Trade Development Council (HKTDC)

    Kowloon City is full of collective memories of Hong Kong people. Spanning the old town with restaurants and specialty shops, Checkered Hill (also known as Radar Hill), tree-lined parks, the historical remains of the Kowloon Walled City and the former Kai Tak Airport, Kowloon City is as diverse as Hong Kong.

    To re-interpret how we perceive, how we feel and how we see Kowloon City, moon.moon weaved the sensory data elements of the real world into an 360-degree audio-visual experience with the aid of original music and technologies (e.g. Point Cloud Processing and drone photography), allowing the public to re-discover Kowloon City from abstract art perspective.

    Design Inspire | HKTDC

    From this explanation, its a mix of history, Hong Kong culture and geography blended into the art work.

    The work was done by local digital artist Moon Hung.

    Fractured markets

    The effect of low interest rates in the aftermath of 2008 on financial investors was to encourage increased risk taking and one of the first casualties of interest rate increases were UK pensions under management. The FT goes into more depth in a video documentary.

  • ChatGPT + more things

    ChatGPT

    The buzz in part of our office about Midjourney has subsided to be replaced by buzz about ChatGPT, rather than Christmas. ChatGPT is is a software application used to conduct an on-line chat conversation via text. ChatGPT was considered to be a superior example of a chatbot down to the power of machine learning used in creating the content.

    I was curious about how good ChatGPT actually was given the following commentary from The Verge:

    The primary problem is that while the answers which ChatGPT produces have a high rate of being incorrect, they typically look like they might be good and the answers are very easy to produce

    Vincent, J. (2 December, 2022) AI-generated answers temporarily banned on coding Q&A site Stack Overflow | The Verge

    The Verge article was interesting. Most of the places where chatbots might be needed: providing customer services, regulated industries like finance would suffer from confident, but incorrect answers being provided to customers.

    Secondly, media outlets decided that ChatGPT was a potential Google challenger, with outlets like CNBC comparing the two and equity analysts at Morgan Stanley feeling the need to come out and say that ChatGPT was not likely to replace Google.

    https://flic.kr/p/2o6a6PD
    Sample of conversation

    Google’s innovators dilemma

    What became quickly apparent Google’s narrative about being an innovator full stop, has been threatened by ChatGPT. Google as an incumbent is now stymied by Clayton Christiansen’s Innovator’s Dilemma. Google is no longer cool, its conversation related products are seen to be behind the curve and the company is seen as being too big to out-innovate itself easily.

    So what’s ChatGPT like to use?

    I have shared a picture of some of the better responses I had from the service. I started off with a certain amount of ambition. I asked it about who it felt might win the current war in Ukraine. I found that the training set of data used to power it was finished in 2021. This was obviously done to filter out the worst of the internet from the content, getting around rather than solving problems that previous chatbots have suffered from like Microsoft’s Tay project.

    Eventually I managed to get on to safer ground for ChatGPT. It answered questions about what an AI winter was, whether fuzzy logic is a form of artificial intelligence (it is), whether Baye’s Theorem was a form of AI (it isn’t per se, but it is employed to solve some AI problems there similar to the kind of uncertainty challenges fuzzy logic solves.

    ChatGPT said that AI (like Bayes Theorem) could be used to provide a solution to buffer bloat – which massively increases the latency on data networks.

    I found out quantum computers could make an optimised AI more power efficient and the business expert systems popularised in large companies during the 1980s and 1990s were analogous to modern day AI systems.

    It reminded me a lot of content I had read on Summly, the mobile news app that mashed up an AI service API with news sources to summarise articles. This start-up was bought by Yahoo! a decade ago.

    In this respect, I do wonder whether ChatGPT is truly the quantum leap forward that many seem to think, or is it merely a reminder of how well understood technology can be applied in different ways?

    China

    Volkswagen’s Skoda considers withdrawing from China – media report | Reuters – Czech carmaker Skoda Auto, part of Volkswagen, is considering withdrawing from China and will make a final decision next year. The re-orientation towards India is interesting

    How China aims to avoid the curse of increased longevity & ill health – Financial Times – Partner Content by Ping An Insurance – Ping An Insurance has a health management model or concierge service as they like to position it

    Learning from the Soviet Collapse – by Jordan Schneider – China’s Marxist Leninist version of Andy Grove’s book Only The Paranoid Survive – all of which implies at weakness at the heart of the CCP; its own members…

    Defending democracy in an era of state threats – GOV.UK 

    Consumer behaviour

    Gen Z: progressive, illiberal or both? 

    Culture

    Why we’re doing this – Flickr Foundation – interesting on the future of Flickr Commons and good to see George Oates involved

    Economics

    Can India build a military strong enough to deter China? | Financial Times – I think that this is down to the lead China has in manufacturing capability and innovation as much as anything else. There is a substantial risk that India could lose many of its northern provinces in theory. In theory being the operative phrase here. Ukraine has show what’s possible with people fighting for their homes. It makes more sense for India to think about assymmetric and grey zone tactics at scale to bleed China’s financial and human lifeblood. From hacking well in advance of a conflict, to militias trained and equipped for guerrilla actions allowing for attack in depth once China crosses the threshold.

    China boosts military aid to Africa as concerns over Russia grow – Nikkei AsiaChina has kept its forces from direct engagement in crises in Africa as part of its noninterference policy, it has also taken an increasingly high profile in United Nations peacekeeping missions. It has sent more than 1,000 troops, police and specialists to oil-rich South Sudan, for example. “When Chinese interests were threatened by insurgencies in Nigeria, China issued a statement, as it still lacks the military commitment. This can, however, change in the future,” Ali said. Experts say China is more focused on economic and national security interests than on peacebuilding. Beijing prefers strategies centered on development that help to alleviate poverty and provide stable governance, but do not necessarily advance protection of individual rights and free markets. But this growth-first attitude may be counterproductive over the long term. In the Democratic Republic of Congo, China has a very close relationship with the government, but attacks in the resource-rich east of the country by a number of rebel groups pose threats to its mining interests. “Insurgencies happen as the product of social exclusion,” Nte said. “There must be a stable political climate to address economic degradation caused by the wrong policies.”

    UK economy rebounds by more than expected in October | Financial Times – the second largest contributor to growth in October was performance of the health sector in administration of vaccine boosters and flu shots, the biggest sector was construction. But construction has started to slow since then with sites halting work in November

    Globalization is Dead and No One is Listening – by Kevin Xu 

    How Putin’s technocrats saved the economy to fight a war they opposed | Financial Times – tough moral questions to be asked. However, Central Bank governor Nabiullina’s moral calculus reminds me a good deal of convicted German war criminal Albert Speer, in particular the “Speer Myth”: the perception of him as an apolitical technocrat responsible for revolutionising the German war machine. The close alliance with Iran should allow both countries to pool expertise in sanctions busting.

    Meanwhile air travel is going great guns according to airlines like Lufthansa who are bringing back their Airbus A380 jumbo jet airliners.

    Finance

    Microsoft to take 4% stake in London Stock Exchange Group | Financial Times – interesting series of cloud computing deals happening that include an equity purchase

    Health

    How docs deal with tricky situations with patients or billing | Fierce Healthcare

    Gary Jones of MediMusic says his ‘greatest ambition’ is to see music prescribed on the NHS | BW Magazine 

    Hong Kong

    Hong Kong media mogul Jimmy Lai’s sentence casts chill over relaunch, analysts say — Radio Free Asia“If you can’t say anything anyway, then you might as well locate [your office] in mainland China,” Chow said. “Using Hong Kong as a jumping-off point to the mainland is a waste of money, because rents are much more expensive than in mainland China.” – there is also the tax aspect (expats pay much more tax in Mainland China) and a transferrable currency, but otherwise the point is pretty valid

    Hong Kong security chief accuses Google of ‘double standards’ for refusing to correct national anthem search results | South China Morning Post – Hong Kong upset that Google knows the national anthem of Hong Kong is ‘Glory to Hong Kong’ – I wonder how they will use the National Security Law in this fight?

    Ideas

    Techno-optimism for 2023 – by Noah Smith – Noahpinion 

    The great disruption has only just begun | Financial Times 

    A Vibe Shift Is Coming. Will Any of Us Survive It? – In the culture, sometimes things change, and a once-dominant social wavelength starts to feel dated. Monahan, who is 35, breaks down the three vibe shifts he has survived and observed: Hipster/Indie Music (ca. 2003–9), or peak Arcade Fire, Bloc Party, high-waisted Cheap Mondays, Williamsburg, bespoke-cocktail bars; Post-Internet/Techno Revival (ca. 2010–16), or the Blood Orange era, normcore, dressing like The Matrix, Kinfolk the club, not Kinfolk the magazine; and Hypebeast/Woke (ca. 2016–20), or Drake at his Drakest, the Nike SNKRS app, sneaker flipping, virtue signaling, Donald Trump, protests not brunch

    Innovation

    Tracking How the Event Camera Is Evolving – EE Times 

    IBM Reveals Its 433 Qubit Quantum Computer – EE Times 

    Innovative ASIC CPU Drives Record-Setting Server Performance – EE Times 

    The global microchip race: Europe’s bid to catch up | Financial Times 

    Robots set their sights on a new job: sewing blue jeans | Reuters – the economics of automation are very interesting. In markets with poor productivity i.e. the UK , people are replacing automation in warehouses and the car wash

    IBM partners with Japan’s Rapidus to make advanced chips as US recruits allies to its cause in China tech war | South China Morning Post – 2nm node process

    Canon prepares to ramp nano-imprint lithography | EE Times 

    Tracking How the Event Camera Is Evolving – EE Times 

    Ireland

    Do you recognise these iconic Irish Christmas ads? or the effect of nostalgia on Irish consumers perceptions of advertising campaigns

    Japan

    Japan scraps pacifist postwar defence strategy to counter China threat | Financial Times – this is much needed, but will be huge in terms of Japanese politics and how the country sees itself

    Legal

    China preps $143 billion chip support, goes to WTO | EE Times 

    Luxury

    5 Facts About Chanel Métiers d’Art Show in Dakar | Hypebae – apparently Chanel managed to amass an armada of Toyota Land Cruisers to put all this on.

    Luxury Watch Thefts of Rolex, Patek and Other Models Are on the Rise – Robb Report – which is why you have some UK watch collectors on YouTube talk about the ‘London watch check’ and rather than showing their timepiece have a bare wrist instead

    Luxury Daily: One-second wonder: Mr. Bags x Qeelin sells out immediately – I will never get how the HSN / QVC type format works so well in Chinese luxury sector

    You’ll own nothing (besides luxury goods) and be happy | Financial Times 

    Online

    Is Snapchat+ still being subscribed by users? / Digital Information World 

    Amazon’s heroic phase is over | Amazon ChroniclesMy first theory is that capitalism doesn’t stop evolving. The evolution of the microprocessor, digital computing, the internet, the personal computer, the World Wide Web, and the tech giants that have emerged in their wake are all transforming capitalism as we experience it and the culture produced by it in ways we don’t even fully understand. These are the biggest companies in the world and the ones with the greatest impact on how we think, work, shop, and communicate. You can’t understand capitalism in the twenty-first century without understanding how technology is changing it. I think this theory is pretty uncontroversial. It’s certainly not new. My second theory is that the arc of capitalism traced by Marx and Lukács and others writing in their tradition can also be retraced on a smaller scale. Like those early modern bourgeoisie, big tech has moved from its initial chaotic and subterranean strivings, to a heroic universalist phase where it championed political and economic liberation. Now these companies are consolidating their dominance by reducing or eliminating their workforce, shifting away from consumer goods, and brokering compromises with state power.

    Taiwan considers extending TikTok ban to private sector — Radio Free Asia 

    U.S. lawmakers unveil bipartisan bid to ban China’s TikTok | Reuters – first Taiwan, now the US…

    The METAmorphosis of behavioural economics and fast data. | Human Digital 

    Security

    Recruited for Navy SEALs, many sailors wind up scraping paint | The Japan Times – is this generation snow flake, or is there something broken on SEAL unit culture? What’s not talked about in the article is unit fit and mental resilience

    Ex-U.S. pilot held in Australia faces U.S. charges over export of defence services to China | Reuters 

    Dutch chip equipment maker ASML’s CEO questions U.S. export rules on China -newspaper | Reuters 

    Fall of the house of Sergei Leontiev | Financial Times 

    This won’t help consumers trust in politicians, but the strong legal reaction might

    Web of no web

    ChinAI #206: China’s Virtual Reality Push Gets Real 

  • BSPDN + more things

    IEDM: DTCO & More than Moore – by Doug O’LaughlinThe future is about Design Technology Co-optimization (DTCO), and Backside Power Deliever Networks (BSPDN) is a huge part of the roadmaps forward post-gate-all-around. A good place to start on what exactly Backside Power Delivery Networks (BSPDN) is is my post I wrote a few months ago about the bold bets Intel is making there. The big takeaway is that BSPDN is clearly going to be inserted in the design processes, and there is a small roadmap of improvements afforded by BSPDN. But after that, BSPDN will change the design process to allow adding more features, like moving functions on to the backside of the chip. By splitting the signal and power layers, there’s a whole new set of ideas of how to design chips with the space afforded from the power layers. This is Design Technology Co-optimization (DTCO) and System Technology Co-optimization (STCO) at it’s best. BSPDN looks like it has several years of obvious scaling potential, so it will be a huge part of the incremental semiconductor process from here until 2030. It will not only improve the energy delivered to the chip, but actually shrink the cell size. Think about it like a new way to organize the room, and now we can fit more in less even though its the same room filled with the same objects. Next, the roadmap in the long term after we have fully achieved backside power contact networks means we could open up the wafer on the other side of the chip. If we are opening up the other side to be a functional signal layer, there’s a potential we can start adding backside devices to the chip! This blew my mind, and the options for stacking layer, memory, and other devices (like energy capacitors) is endless! This is huge! – BSPDN is a key part of Intel’s technology roadmap. BSPDN is a mix of process lithography and logic technology to decouple the power grid from the design.

    https://flic.kr/p/dbSXjm
    TSMC fab 2 by 曾 成訓

    The proposed technique delivers power from the backside of a thinned device wafer, which allows for greater wafer sizes in terms of the amount of logic in a chip

    Business

    Jeep-Maker Stellantis Is Laying Off 1,350 Workers, Blaming EVs | Business Insider – interesting and complex picture being painted. In general, electric cars have less parts for assembly than their internal combustion engine powered equivalent cars. The costs must be coming in component costs and or research and development

    China

    Fashion factory: Mango brings production closer to home in rethink on China | Financial Times“In this debate about whether 30 years of globalisation will continue or go backwards, the most important thing for us to follow in detail is the China issue,” he said. Asked if Mango would reduce the proportion it buys from the country, Ruiz replied: “I would say yes, but we’ll be very alert to how things evolve.” Mango gains some freedom from the fact it has only six stores in mainland China and consumers there contribute little to total sales, which it predicts will this year surpass its 2019 record of €2.4bn. Other brands have already moved more decisively. The US jeans maker Levi’s and UK bootmaker Dr Martens have been reducing their sourcing from China since before the pandemic.

    Economics

    Tertiarisation like China | CEPR – which screws future growth numbers

    Energy

    ‘The Godfather, Saudi-style’: inside the palace coup that brought MBS to power | Guardian 

    Chinese battery makers set to dominate Europe’s car industry | Financial Times – not great given yet another form of dependence that’s being set up

    US scientists boost clean power hopes with fusion energy breakthrough | Financial Times – if true its a big moment. The issue is that the diagnostic measurement instruments were damaged during the ‘breakthrough

    Ethics

    Car Brand Tesla, VW, and GM Exposed to Forced Uyghur Labor: Researchers | Business Insider

    Health

    If you thought business jargon was bad . . .  | Financial Times 

    Masking could fight the ‘tripledemic’, experts say. Will anyone listen? | The Guardian 

    Hong Kong

    Innocent-sounding ‘care teams’ spark fears of heightened surveillance in Hong Kong — Radio Free Asia 

    Innovation

    Why NASA Hasn’t Put Astronauts on the Moon in 50 Years | Business Insider – politics and a lack of money, something that the Chinese space programme won’t suffer from

    Is AI Adoption Reaching a Plateau? / Digital Information World 

    Japan

    Asia’s advanced economies now have lower birth rates than Japan | The Economist – japan now has higher birth rate than China

    Online

    China’s internet darlings seek growth after zero-Covid | Financial Times 

    My Mastodon profile in case Musk manages to sink twitter

    Security

    ‘The Godfather, Saudi-style’: inside the palace coup that brought MBS to power | Guardian – this sounds like a Tom Clancy novel

    Tools

    Cheap Books! – a meta search engine for books

    Web of no web

    Forty Years After ‘Tron,’ Storytellers Are Moving onto the Metaverse – Variety 

  • New Power by Heimans & Timms

    New Power by Jeremy Heimans and Henry Timms was recommended to me by a friend of mine who works with a number of campaigning organisations. It took four years after it was published for me to take it down from the shelf and get stuck in.

    https://flic.kr/p/2o4r8B5

    Since then, we have had the Hong Kong protests, January 6 disturbances in the US Capitol building where both of their legislative houses operate from. We’ve also had movements around cryptocurrency and the infamous OneCoin scam.

    The book promises to reveal:

    How Power Works in Our Hyperconnected World – and How to Make It Work for You

    Front cover of New Power by Jeremy Heimans and Henry Timms

    Jeremy Heimans

    Heimans is an ex-McKinsey consultant who now runs a social impact agency called Purpose. So one could think that New Power is basically part of Heiman’s marketing strategy. Make of that what you will.

    Henry Timms

    Timms heads up the Lincoln Center for the Performing Arts in New York and has been heavily involved in promoting philanthropic donations.

    Old Power and New Power

    Heimans and Timms provide a model for what they think old power is. A top down power structure, think everything from mainstream advertising, government responses to the COVID-19 epidemic, authoritarian regimes like China’s crushing of dissent or the Russian invasion of Ukraine.

    By comparison, new power is participatory in nature and more of a peer to peer relationship. Examples include memes, crypto bros, the leaderless movement that fuelled the 2019 Hong Kong protests, support for populism and ISIS. ISIS recruitment is actually used as an example in the book.

    How power works in our hyperconnected world

    Heimans and Timms provide an analysis on the general thinking behind how campaigning works in a way that would be most familiar to anyone who has run a social media marketing campaign. I would describe it as a primer for typical corporate management types.

    How to make it work for you

    I personally think that this is where the book falls down. New Power isn’t replicable in the same way that a business process rengineering exercise might be. Sometimes these things take off, sometimes they don’t. They talk about some of the factors in the book, but movements often need a catalysing event like the recent apartment fire in Urumqi, Xinjiang that sparked anti-zero COVID lockdown protests in China.

    You can try and create a catalysing event, but too often it’s astro-turfing that no one ever sees, particularly if you are relying on a dominant platform algorithm. Your new power is actually reliant on old power held by the likes of Mark Zuckerberg or Elon Musk. Instead these platforms have been successfully mastered by authoritarian regimes including the Chinese government who manage to demonetise and have content taken down on western platforms.

    Secondly, the authors try to claim showing a bit of moxie is new power. The example they give is a junior employee speaking to a senior executive that they manage to meet by chance.

    Finally, the book lacks the intellectual rigour and scientific method of Mark Ritson or Byron Sharp’s work, instead relying anecdotal evidence, similar to Malcolm Gladwell’s body of work or Paul Polman’s  Net Positive.

    So, should you buy this book?

    If you like TED talks model of learning a little bit about a lot of things and are reading for your own personal interest or to get a high level understanding of campaigning organisations might work, buy New Power. If you are thinking about changing your business into a more purposeful organisation, read this first instead (and its free).

    You you can find out more about New Power here, find the rest of my book reviews here, and the books that I find most useful here.