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ICYMI | 万一你错过了| 당신이 그것을 놓친 경우에 대비해서

Reading Time: 2 minutes

Korea’s Largest Telecom has Partnered with Apple, Microsoft & Samsung in new kind of High-End Retail store called T Factory – Patently Apple – interesting tech department story T Factory by SK Telecom

Ex-Morgan Stanley bankers make a splash in Hong Kong as new boutique firm adds Ant Group, Xpeng to list of clients | South China Morning Postlaunched last year by two former senior Morgan Stanley bankers, Crawford Jamieson and Daniel Wetstein, and has since added top-notch companies including Alibaba Group Holding, Ant Group, and Xpeng among its clients. The firm offers corporate finance advice to companies and financial sponsors in the technology, health care and financial services sectors, backed by experience in completing US$500 billion worth of deals between them since late 1990s.

Who will win the battle to replace Huawei in Europe? — Quartz
https://qz.c“Open-RAN is something in the future,” says Strand. “It is not an alternative to the equipment Nokia, Ericsson, Huawei, and ZTE are delivering today.”

Comparison Shopping in the Age of Information Overload | INSEAD Knowledge – interesting research that is important for online shopping

An XR partnership between Orange and Deutsche Telekom – Hello Future Orange – a bit happy clappy but shows some interesting ambition around the web of no web

Google is bringing its own VPN to desktops and phones with $9.99 Google One subscription – The Verge – hmmm poacher turned gamekeeper?

PlayStation CEO says VR won’t be a ‘meaningful’ part of gaming for years – The VergeSony PlayStation CEO Jim Ryan says virtual reality won’t be a meaningful part of interactive entertainment in the near future. Ryan indicated to The Washington Post that VR still has a long way to go, although he emphasized that Sony isn’t giving up on the medium. The statement suggests that an update to Sony’s PlayStation VR headset is years away.  “I think we’re more than a few minutes from the future of VR,” Ryan told the Post. “PlayStation believes in VR. Sony believes in VR, and we definitely believe at some point in the future, VR will represent a meaningful component of interactive entertainment. Will it be this year? No. Will it be next year? No. But will it come at some stage? We believe that.” – Interesting take. On one hand the hardware in Sony’s VR sets for the PlayStation doesn’t need to change due to displays, on the other hand the pause in take up seems to be software related. Does gaming have the kind of storytelling issues that VR cinema has?

Facebook Is Up To 10 Million Active Advertisers, But Zuck Says He Fears For The Future Of Personalized Advertising | AdExchangerheadwinds coming in the form of an evolving regulatory landscape, continued uncertainty to do with transatlantic data transfers and coming platform changes, particularly on Apple’s iOS.

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ICYMI | 万一你错过了| 당신이 그것을 놓친 경우에 대비해서

Reading Time: 3 minutes

Holiday season e-tailing links –

Exclusive: Huawei in talks to sell parts of its Honor smartphone business – sources | Reuters – interesting move that move Honor out of the US sanctions. Less convinced that Huawei can focus on high-end phones as there was a supply chain and design synergy with Honor. More on Huawei here.

Amazon launches an AR app that works with new QR codes on its boxes | TechCrunch

Why the Serverless Revolution Has Stalled | InfoqServerless computing refers to an architecture in which applications (or parts of applications) run on-demand within execution environments that are typically hosted remotely. That said, it’s also possible to host serverless systems in-house.

China’s Games Streaming Giants Huya and DouYu to Merge – Variety – Twitch analogues

EFFECTOR® -ROCK ON THE EYEWEAR- – amazing Japanese eyewear. More style related content here.

Samsung pulls BTS-branded products from online Chinese platforms | Financial Times – this just makes Chinese netizens look ridiculous. It shows a fragile nature in Chinese nationalism. The kind of fragility that could drive China to conflict as the party tries to stay ahead of nationalist sentiment

The ‘Fake Rich’ of Shanghai: Peeking Inside a Wannabe Socialite WeChat Group | What’s on Weibo – this shows the lengths people will go to be ‘living their best lives’. There have been examples of western and Russian netizens doing similar things for Instagram

Caterpillar bets on self-driving machines impervious to pandemics | ReutersFred Rio, worldwide product manager at Caterpillar’s construction digital & technology division, told Reuters that a remote-control technology, which allows users to operate machines from several miles away, would be available for construction sites in January. – They’re not self driving as the headline says, but controlled remotely: think drones not robots. John Deere had done work on pre-plotted courses guided by GPS for ploughing and spraying in large fields. However in agriculture, this is also tied into a bigger issue around the ‘right to repair’ making automation to date non-viable for many farmers

Taiwan academics told to identify as Chinese in journal | News | The TimesSpringer Nature claimed that under its editorial policy, authors alone could choose their affiliations, but said that it was “unable to enforce” the same standard on journals it did not own. It considered Eye and Vision, owned by the Wenzhou Medical University in China, as a “co-publisher” that operated under separate editorial guidelines. “The stipulations of this and other Chinese-owned journals with respect to Taiwanese affiliations are beyond our control,” it said. Its position has prompted outrage from leading academics in Britain, who have demanded that Springer Nature stop partnering with journals that operate under rules set by authoritarian regimes

#MyLevisMyVibe Hashtag Videos on TikTokEarlier this year, Levi’s tested the TikTok ‘Shop Now’ button, which allowed them to provide their fans with a more integrated shopping experience within the app. We are truly moving towards the type of social commerce that has already been going on in China for several years. Now Levis has come back for another big TikTok campaign. This #MyLevisMyVibe is a simple, fun way for people to play around dressing up with Levi’s apparel. What better way for retail brands to connect with their fans than by highlighting them trying on actual clothes? It reminds me a bit of the Asos #AySauceChallenge we covered a few weeks ago. We’re starting to see so many brands now use TikTok that the total set of case studies to draw from is getting larger. I also noted that the language used by Levi’s in the hashtag challenge says “Show us your authentic self,” emphasising the trend of authenticity we are seeing across all modern advertising. I must say that by seeing random people creating their own videos to voluntarily participate in a challenge, it really does feel authentic. – the take from Good TikTok creative

Orders from the Top: The EU’s Timetable for Dismantling End-to-End Encryption | Electronic Frontier Foundation – interesting that this appeared, alongside Five Eyes governments, India, and Japan make new call for encryption backdoors | ZDNet 

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ICYMI | 万一你错过了| 당신이 그것을 놓친 경우에 대비해서

Reading Time: 4 minutes

Hidden cameras and secret trackers reveal where Amazon returns end up | CBC News – interesting aspect of Amazon’s business model. It does make me wonder how much of a drag is returns on Amazon’s business? Retail returns are usually running at 10 percent of products bought. With e-tailing; this rate is thought to be as high as 40 percent according to the programme. That sounds like an extremely high rate of returns. Back when I was in college 25 percent was quoted as a returns rate for catalogue businesses.

Inside Palantir, Silicon Valley’s Most Secretive Unicorn“Where you get into trouble is when the software gets so complicated that you have to send people in to manage it,” said one former CIA official who is complimentary of Palantir. “The moment you introduce an expensive IT engineer into the process, you’ve cut your profits.” Palantir, it turns out, has run headlong into the problem plaguing many tech firms engaged in the quest for total information awareness: Real-world data is often too messy and complex for computers to translate without lots of help from humans – to be fair enterprise software companies have always sold a good deal of smoke and mirrors in terms of over-exaggerated claims – sounds a lot like IBM’s Watson in this respect

Apple’s New 5G IPhones May Be Left on the Shelf | Yahoo! Finance – 5G lacks a killer app for consumers

Exposure to TV ads up 15% during height of lockdown – Even children were watching more broadcast TV and exposed to a greater volume of advertising in the weeks following the lockdown in March.

Alibaba Group – investors day presentations – some interesting insight into Chinese e-tailing, retailing and internationalisation of these models

Blockbuster Chinese games said to boycott Huawei and Xiaomi app stores over revenue tax | South China Morning Posttwo Chinese gaming startups, Lilith Games and miHoYo, said they won’t sell their would-be autumn hits via app stores pre-installed on smartphones made by Huawei and Xiaomi. Instead, they’ve opted for stores charging smaller fees or none at all—including Apple’s App Store, which levies the same 30% charge in China as it does everywhere else. While the duo didn’t say outright they were unhappy about the 50% rule set by the Chinese Android stores, many gamers and developers see them as the good guys stepping up against tech’s behemoths

How to Monitor Facebook Pages – Meltwater Help Center – now allows users to monitor Facebook pages that they’re in charge of. The limit is 50 specific Facebook pages. It pulls out the Facebook analytics data into a Meltwater interface

European Semiconductor Sales Drop, Global Sales Rise – EE Times Europe – not surprising given the disruptions to manufacturing

Google Chrome remains China’s most popular web browser, even with Google search and other apps blocked | South China Morning Postconsumer backlash against some domestic browsers can be attributed to their aggressive user acquisition tactics, such as being deliberately difficult to uninstall. But he said that a shift in consumer tastes might also play a role. When Chinese internet companies first started designing websites and applications in the late 90s, the minimalist aesthetic was unpopular, he said a friend told him at the time. “Chinese consumers wanted stores where all the merchandise was crammed onto the shelves at maximum capacity, with narrow aisles where people were just bumping into one another,” he said. “It felt like plenitude.” “Those early design preferences endured for a surprisingly long time online, and I think there’s still a much higher tolerance for it than we’d see in the US or other Western countries,” he added. “I think as consumers get more sophisticated, though, they’re looking for a retail experience that doesn’t feel like a fire sale all the time.”

Opinion: How Can Luxury Brands Successfully Price In The Post-COVID World?In these challenging times of lockdowns and demand contraction, luxury brands have increased – even more than usual – the prices of their bestselling products to offset part of the compression of margins due to the pandemic. Take for instance, Chanel which earlier this year confirmed it had brought the prices up of its iconic handbags (11.12, 2.55, Boy, Gabrielle) ranging between 5 and 17 percent in euros and Louis Vuitton which also raised the prices of some of its products in March and May. It is not a surprise that brands like Chanel, Louis Vuitton, Hermès and Dior, whose handbags are products that are considered iconic and perceived by consumers as investment pieces, can be more bold in increasing prices to protect their margin. But not all companies have such strong brand positioning and therefore cannot raise their prices so easily.

Bulgari CEO Jean-Christophe Babin: “Millennials Don’t Want Formal Luxury.” | Luxury Society – I suspect that this is across age cohorts but the blend of streetwear and luxury is a key sign of it

Is online advertising subprime? Contagious – interesting thought experiment

South Korean Activists Accuse China of Using Huawei to Hack Their Election | Daily Beast – of course Samsung is looking to pick up 5G smartphone and infrastructure sales from Huawei….

New info about Facebook-Instagram deal delays antitrust report: source | CNBC – it will be interesting to see what comes out

Axios China – Top German official hushed up report on China’s influence – not terribly surprising when you read books like Hidden Hand. More China related posts here.

The end of the American internet — Benedict Evans – more precisely. The end of Americans being the dominant users and culture on the internet

Brussels drafts rules to force Big Tech to share data | Financial Times – grab the popcorn

State of AI Report 2020 – interesting report on the hype

The great uncoupling: one supply chain for China, one for everywhere else | Financial TimesUntangling supply chains that have built up over a generation is a complex and difficult task and the multinational companies which sell into the Chinese market will stay and even expand. But if companies that once used the mainland to make goods for export do decide to depart in significant numbers, it will represent a major reversal of five decades of economic integration between the US and China