Materials are as important as technology and innovation. Without access to hydrocarbons you wouldn’t just lose access to the car as transport, but the foundational products of modern life.
Added to the materials list of importance would be the likes of:
Lithium – current battery technology and in some alloys
Helium – inert atmosphere for chemical reactions and lighter than air craft including blimps, airships and weather balloons
Silicon – semiconductors
Cobalt – a key material in batteries
Titanium – similar applications to steel but with a higher weight to strength ratio. Also hypoallergenic in nature
Carbon fibre – high strength light weight materials
Rare earth metals and key materials including:
Dysprosium- magnets, lasers, nuclear control rods
Erbium – lasers, particularly in telecoms fibre optics cables and optronics
Europium – interest in using it to develop memory for quantum computers
Holmium – magnets, lasers and quantum computer memory
Neodymium – high strength magnets
Praseodymium – magnets
Yttrium – catalyst in some chemical processes
Thorium – future safer nuclear fuel source
Thulium – portable x-ray devices, ceramics used in microwave equipment
Scandium – high strength lightweight alloys
Ytterbium – manufacture of stainless steel, atomic clocks
Uranium – nuclear fuel
In addition to innovation in material science and chemistry with these raw materials. There is also the benefit of recycling and reusing existing stuff once it has finished its useful life. The Tokyo olympics of 2020 saw an unprecedented peace time effort to find precious metals in e-waste and junk that could then be processed into the winners medals.
A desire to lower the carbon footprint will require ingenuity in systems, design and materials use for it to be successful
One of my friends who I first met when we were working on global brands at Unilever, took a change in career running their own chocolatier and coffee shop at a lovely market town outside London.
Coffee shops for years have had a nice line in selling branded insulated cups. The rationale is that these cups can be re-used and act as branded marketing for the shop. In the past you have had a push on using these insulated cups in the name of going green. There was a mix of take-up, but adoption was increasing over time.
The barriers to using re-usable cups include:
Having a cup big enough to take your drink. Coffee shop chains offer their branded cups. And if you don’t want to be a Café Nero billboard, you can buy cups from the likes of Stanley that will keep your drink warm for up to eight hours.
Having your cup with you. For drivers having a cup and a cup holder in their vehicle is easy enough. the challenge is when they take it into the home or workplace to clean the cup. They need to remember to have it back in their car. Public transport users have a similar problem but need a bag to hold their cup and their work ritual paraphernalia. One of the benefits of a single-use cup is not having to remember.
Having to wash the cups. Coffee shops have to wash cups used by people drinking in a coffee shop, but customers coming in with re-usable cups would need an immediate clean. I did notice in a Starbucks in a Hong Kong neighbourhood that customers left their cups overnight with the shop. However for most shops relying on customers to clean the cup themselves and a quick blast of steam from the coffee machine cappuccino function should be enough.
Customer habits
Pre-COVID the coffee shop problem looked as if it was being slowly but surely being addressed. This was because a significant minority of customers were going to their local coffee shop near work or home with a reusable cup. You are building a smaller habit with a bigger habit as a trigger: taking your reusable cup with you as you leave home prepared for work.
COVID-19 changed the whole coffee shop experience. Insurance companies had already been pushing store-owners towards cashless transactions. But now hygiene had its place as well. We were divided from baristas with a sea of perspex and reusable cups were not accepted.
Wider daily routines were broken with working from home, and the atomic habit of a daily caffeine fix was shattered. There were other aspects going on as well. Consumers got used to making coffee at home, or not going into their workplace at all. A regular coffee habit has been more difficult to reform due to hybrid working and the cost of living crisis probably hasn’t. helped the coffee shop problem either.
Back to my friend’s coffee shop
So back to the discussion that inspired this post:
We give a 30p discount for bringing your own takeaway cup, but out of the almost 400 takeaway drinks we’ve served in the last week only 11 times have we been able to give this discount. We’ve started talking about how we can help facilitate this behaviour change more as part of our sustainability drives. One idea being explored is to actually start charging for takeaway cups rather than discounting for bringing your own…
This equates to less than 2.75% redemption rate. My take on the coffee shop problem is outlined below:
Reduce friction and doubt: Tell people you will accept any takeaway cup that has room to hold the coffee (if its bigger thats fine).
Optimise any behaviour change activities that you are likely to implement: a Phil Graves research outlined in Consumerology supports the heuristic that positive reinforcement tends to be slightly better over time. But one thing to remember is that behavioural change is a war of inches. For instance reframe the above statement ‘In just one week we’ve already helped almost 3 percent of our customer base move to reusable cups’. This then becomes a social proof that encourages consumer reading the copy to be part of a growing movement.
A cup ‘fine’ might be like a sin tax – this paper on late pick up fines at an Israeli childcare centre is often quoted in behaviour change books. Here’s a synopsis of story laid out in the research paper. In day care centres in Israel, economists tried to help schools identify ways to reduce late pick-ups. Economists conducted a study by announcing that any parent arriving more than ten minutes late would pay a $3 fine. After the fine was enacted, the number of late pickups promptly went up by 100%. As soon as parents had the option to pay a small fine and avoid the guilt of making a teacher wait, they took it en masse.
As a trend omakase has expanded geographically with Japanese cuisine. But it has also expanded in terms of categories covered.
Koreans have taken omakase and pushed it into other areas:
Coffee
Dessert tasting
Barbecue restaurants which are normally a local neighbourhood staple
Wine and champagne-tasting
So how can omakase and luxury come together in the future?
In order to understand how omakase and luxury in the future it is worthwhile paying a good deal of attention to the pressures that the luxury industry is currently under.
Luxury is under pressure
Undoing the mistakes of the past
Luxury has expanded to be the size of industry it currently is due to ‘massification’ by most of the maisons. The exceptions to this would be the likes of Hermés.
Massification
Massification means lowering quality, using globalisation in the supply chain as well as the retail network to manufacture products cheaper. Massification occurred over a three decade period and was covered extensively by former fashion editor Dana Thomas in her book Deluxe.
Around about 2014, Gucci led the way for luxury brands to do streetwear, leading to a more accessible luxury product. Louis Vuitton did the archetypical collection with its 2017 Supreme collaboration.
Contrary to what most people believe luxury is aimed at the middle classes rather than the wealthy. But targeting middle class customers rather than the wealthy poses a number of problems:
Increased capital outlay due to the scale required.
Scale brings challenges in terms of supply chain management and consistency of customer experience. Greater control can be obtained by vertical integration within the supply chain and owning the retail channels. But all of this requires greater expertise and management oversight.
Increased economic sensitivity to shocks such as interest rate and cost of living rises.
Increased risk of devalued stock during an economic downturn. Gucci earnings were down 20 percent alone in Q1, 2024.
Bigger might not always be better over a longer view.
Secondary markets
Secondary markets have been both a boon and a bane for the luxury sector. At one time pre-owned was seen as an ‘entry-level’ product. I bought my first nice watch secondhand once it had depreciated. It was often said that the best entry-level Porsche was a secondhand one.
But gone are the days when you may buy a pre-owned Louis Vuitton purse on a second hand market stall in Paris. Now that will be on Vinted, Vestaire or some other platform.
Secondary market inflated pricing affected luxury businesses in a number of ways
You would be interviewed to go on the waiting list for a Porsche or a Rolex.
Authorised dealers became order takers and dealer customer service slipped.
Your purchasing history would acquire you the rights to buy a Hermés bag over time.
Luxury groups extended their businesses into the pre-owned market. LVMH owned part of secondhand watch retailer Hodinkee. Richemont owned Watchfinder and Yoox-Net-a-Porter who sold a mix of new lines and vintage preowned items. Rolex rolled out its ‘CPO’ programme selling inspected pre-owned Rolex watches through its authorised dealer network.
Things looked really good for the luxury industry, they managed to managed to scale, to a point that LVMH is one of the largest companies in the world:
Massification through global manufacturing supply chains.
Keeping margins high, while letting quality go low.
Address a rising middle class in China, Korea, Japan, the Gulf countries and Russia to counteract the hollowing out of the middle class in the US and western Europe.
Maximising margins through controlling costs via vertical integration up and down the supply chain, from raw materials to retail.
Market change
A few things underpinned the craziness of COVID:
Money was put in consumer pockets, for which they had few outlets.
Supply chains were disrupted as factories closed down or pivoted to manufacturing essential products. For instances Perfums Christian Dior made hand sanitiser for hospitals for free.
A Forrester effect (also known as a bull whip effect) resulted, driving inflation that the world’s economies are coming to terms with now. Secondary effects of this event were the increased interest rates used to reduce demand driven inflation.
Other secondary effects include increased crime levels. London has gone from a luxury shoppers paradise, to having a global reputation amongst elites of being plagued by violent watch and bag robberies. COVID-19 isn’t the only driver of this crime wave, but is a contributing factor.
It has also had a catalysing effect on reducing globalisation to increase national resilience.
Consumers know that a good deal of luxury goods don’t match up with the European artisan heritage story that brands try to sell them. Experts like William Lasry has made public which brands make what kind of products where. Luxury brands often make in places like China due to capability and scale – similar reasons to why Apple products are designed in California and assembled in China. (Seriously, check out William Lasry’s channels, I love some of his visits to high-end Japanese manufacturers).
China
China has been a key focus for luxury brand, but it has changed in a number of different ways:
Chinese consumers have changed in their confidence of native brands and have a lower opinion of many foreign brands. This is partly down to a change in attitudes called guo chao. Guo chao can be traced back to the increased confidence in the run up to the 2008 olympics in Beijing. This was partly fuelled by a series of essays published in 1996 by the likes of academic Wang Xiaodong called China Can Say Now which advocated a modern robust form of Chinese nationalism, which was in stark contrast to the Deng-era vision of globalisation and biding one’s time. In the April before the olympics Chinese consumers boycotted French supermarket brand Carrefour. Over time the negativity of these boycotts have become more-and-more performative and extra-territorial in nature. The current Xi administration has seen fit to weaponise this nationalist sentiment by directing (wrangling is a more accurate term, like cowboys with a cattle train in the Old West) public opinion to further its own ends. A more positive aspect of it has been a more open market for domestic ateliers and brands than had been seen previously. Since before 2019, there have been Chinese efforts to build a rival luxury groups to LVMH and Kering and this fits in with Xi’s distaste for irrational worship of the west.
Xi-era growth. China under Xi Jinping faces multiple challenges around growth. The population is aging and in decline which has implications for declining consumption. Secondly economic growth has slowed compared to the double digit annual economic growth of the Deng, Jiang and Hu administrations. Foreign direct investment in China has declined for a mix of reasons including unattractive Chinese government policies, decline in China’s country brand and long term economic growth forecasts.
Regulatory change
I know what you’re thinking ok, this is very well Ged, but what does it have to do with omakase and luxury futures? Give me a little bit more time and all will be revealed.
While China is an economic superpower with a desire to export its world view and the United States is a hard and soft power super power; the European Union’s super power is legislative in nature.
European regulation drove the globalisation of the GSM mobile telephony standards during the 1990s and 2000s. They have also driven increasing internet privacy standards on web services, much to the chagrin of Alphabet, Meta and Twitter.
Now they are driving environmental standards across a range of areas including:
A carbon tax to take into account the use of fossil fuels in extraction of raw materials, transportation, energy as an input to manufacturing and processing materials.
Product passports from raw materials to product end-of-life encouraging a circular economy and sustainable manufacturing.
This means that the luxury sector has new restrictions on how it operates in the future.
In summary:
We’ve likely reached peak massification due to economic and trade changes.
Market share in China looks uncertain due to changes in consumer sentiment and tastes, meaning, a more local approach might be required or a strategic withdrawal.
Secondary markets show that consumers are open to ownership beyond pristine new products.
Product passports and European legislation means re-examining the whole supply chain and the data to better control it through an entire product life.
Finally, omakase and luxury futures!
Omakase and luxury look like a happy meeting in the future. Think about the tenets of omakase.
An expert provides a personalised experience that is about quality, ceremony and theatre.
The expert decides what you will have and prepares it for you. You are there from selection to the provision of the item.
The ingredients are of fine quality (and often locally sourced).
Going back to go forward.
The future of luxury is about looking back. Tailors who suited generations of families and made alterations to Grandfather’s suit that the son is now wearing. The shirt maker replacing the collars and cuffs. The shoe-maker who refurbishes your shoes and has a set of lasts with your name on, for when he has to make a new set. Getting measured, having your foot cast for a last or getting your watch could be memorable events once again. So there this a precedence for expertise and service levels. But it implies a retail experience that will change dramatically.
New techniques and questions.
Previously with the exception of measuring sessions, these processes were largely concealed from the consumer and were difficult to scale. So it’s worthwhile thinking about how luxury’s omakase future could be extended with modern technology? We have some experiments that might give us some ideas. First up, L’Oreal has showcased bespoke make-up manufacture for a while.
How could high-end perfume makers adapt for products beyond make-up? Improved analysis equipment from the likes of Oxford Nanopore could facilitate individually formulated fragrance products based on skin chemistry.
Adidas experimented with its Speedfactory concept that blended the retail and shoe assembly together.
Technologically there is a lot of promising ideas. Adidas have worked with up-cycled plastics retrieved from the debris brought together by an ocean gyre made into 3d printed soles and fibres. (Look for the Parley label, who Adidas partnered with on this.)
How can additive or automated manufacturing and other processes feel luxe? In what way could they add to the theatre?
This hybridisation of retail and manufacturing changes the nature of both offline and online retail completely. Would even the largest concession in Selfridges or a shopping mall be big enough, or would fashion houses need a single purpose brand experience?
Given that there is likely to be a bit more time between manufacture and presentation of the product than there would be in a sashimi restaurant, what else would go into the maison experience? LVMH is already investing in hotels and resorts like Cheval Blanc which gives it a better understanding of more areas in luxury experience and service.
Localisation would likely to be needed to handle omakase and luxury due to culture and the need for local materials. This might include new materials, such as fungus-derived leather. Of course, this might have negative implications for luxury house supply chains, whether it’s Louis Vuitton’s iconic plastic coated leather, or the Hermés crocodile farm.
Which means that product line-ups could no longer be global in nature. So luxury companies may revisit that the creative process looks like. Should there be a single global vision anymore? Luxury maisons instincts would be to say yes, but could this be an opportunity to own local ateliers in markets like China or the US?
Will there be more local brands instead?
What will a maison’s heritage mean in the future? A luxury maison is about what remains the same as much as what changes. What will happen to long-standing motifs?
Will there be a greater opportunity for more auteurs who are closer to the customers?
How to bridge the tension in terms of choosing for the customer and creativity as well as quality?
We’re talking a very different profile of creative in terms of thinking, attitudes and skills compared to the present.
Service, repair and reuse could learn a lot lessons from traditional tailors and the service networks of watchmakers like Rolex or luggage maker Rimowa.
I could not think of a more exciting or scary time to be setting the brand direction for a luxury maison, let alone the overall direction or the likes of LVMH. But by wrapping local materials, expertise, ritual and a bit of theatre the future could look like a fusion of omakase and luxury.
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’s property crisis is stirring protests across the country – Nikkei Asia – Around 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.
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
Case Study | Fashion’s New Rules For Sports Marketing | BoF – When the Paris Olympic and Paralympic Games begin in July 2024, LVMH brands will have a significant presence. Louis Vuitton, Dior, and Berluti will design uniforms and Chaumet will create the medals. This is the first time LVMH will sponsor individual athletes. This “premium” partnership highlights the growing importance of sports to the fashion industry.
Survey reveals surprising age trend among paid subscribers of electronic comics in Japan | SoraNews24 – an 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.
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 Affairs – Russia 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 | WIRED – The 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”
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.
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
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.”
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
How Israel’s spymasters misread Hamas | FT – before 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.
You’re still reading? Great! Welcome to my November 2023 newsletter which marks my 4th issue.
I am not excessively superstitious – but living in Hong Kong rubbed off a bit on me.
I developed a love of milk tea, found the ‘hit women’ cathartic and am still leery of the number 4.
The number 4 is considered unlucky. In Hong Kong buildings, there is no fourth floor – in a similar way to their being no 13th floor in the UK high rise and office blocks. So I hope that this fourth issue doesn’t bring misfortune.
The clocks have gone back and the sun rises reluctantly over the horizon every morning, disappearing earlier each afternoon, but that doesn’t mean that inspiration stops. And it will be Christmas before you know it.
New reader?
If is your first time reading, welcome to my November 2023 newsletter! You can find my regular writings here and more about me here.
Things I’ve written.
Dimensions of Luxury based on a mix of stuff that I have read from Sense Worldwide, Horizon Catalyst and books on luxury trends.
Every wondered why its dot com rather than full-stop com? So did I.
Analysis on IPSOS research on the value to brands of reputation.
MCN – multi-channel networks. A business type popular in China and Japan is taking a record label approach to a stable of influencers.
Material World: A Substantial Story of Our Past and Future by Ed Conway. Prior to working in advertising, I had a background in manufacturing and consider myself reasonably well read, but some of the material in Conway’s book was completely new to me. Its narrative approach reminds me of the vintage TV documentary series Connections presented by James Burke, that can be found on YouTube.
Beyond Disruption by W. Chan Kim and Renée Mauborgne. This book looked at non-disruptive innovation. This is diametrically opposed to the way innovation is discussed in Silicon Valley and the mainstream media. More on my view of it here.
The New Working Class by Claire Ainsley. In the advertising industry, we have an acute perception that we might not understand life outside the M25 as we think we do. I thankfully have friends and family in the North to keep me somewhat grounded from the metropolitan elite lifestyle that I lead. Until I read this book, I didn’t realise how grounded the advertising industry was compared to our counterparts in national politics. That this book had to be written is a damning indictment of how out of touch politicos actually are.
Things I have been inspired by.
Project Gutenberg Open Audiobook project – Microsoft, and MIT have worked together to create thousands of free and open audiobooks using text-to-speech technology and Project Gutenberg’s open-access collection of e-books. Via Matt’s Webcurios newsletter.
IPSOS research video seminar on Unlocking The Value of Reputation. This is the closest I have seen to making the case for earned media activities. The full whitepaper is available here. Thanks to Stuart Bruce for the link!
My friend Ian recommended the Honest Brokernewsletter to me and I have found it to be a great read alongside my long time subscription to Bill Bishop’s Sinocism.
DDB Remedy’s meta analysis of marketing science work and academic scientific research on how emotion work for effective campaigns. How The Unexpected and Emotion Work to Influence Behaviour Change – focuses on how surprise when paired with emotion led creative had an increased impact. It all makes sense when you think about the power of salience and distinctiveness in communications; but it’s great to see that someone has drawn the multi-disciplinary research together in a cogent argument.
SEMRush have published a report for 2024 trends in social media platforms: The Vision in a Social Era that is worth downloading and pillaging for ideas that can be sold into clients.
I don’t know if inspired was the right term to use but I noticed 2023 Girlguiding Girl’s Attitudes survey thanks to a former colleague of mine from the start of my agency career. This is a survey that the Girlguiding movement has run over 15 years. Having freelanced on Dove’s ‘Real Beauty‘ campaign back in the day, this one statistic stood out to me.
DeBeers is returning to its ‘A Diamond Is Forever’ campaign. The print campaign image is beautiful with a great use of negative space. DeBeers is spending 20 million dollars on media in the US in China. In the US, I think this makes total sense.
DeBeers
I don’t know how well it will work in China? There isn’t the mental model built up in west over decades around the campaign theme. While the wealthy in China realise that diamonds are recognised as a store of wealth – the guo chao mindset may see gold (and possibly jade) jewellery favoured by at least some younger consumers.
This has been exacerbated by a decline in the number of marriages by just under 11% and a trend to prefer gold has an 18% reduction in diamonds sold in China over the past 12 months. In the meantime the sale of gold has risen by 12%.
I look forward to seeing how the campaign goes.
According to Numerator, online retail platforms will be the big winners from Christmas shopping. The news for the food and beverage services sector isn’t so great.
Finally ‘Knowledge is Power with Kidney Disease took me back to 1988. Rob Base has remade It Takes Two for Bohringer Ingelheim in the US to highlight the linkage between kidney disease and type two diabetes. The message is poignant as Base’s creative partner DJ EZ Rock died in 2014 and suffered from diabetes.
Producer DJ EZ Rock was responsible for the hype backing track based around Lynn Collins ‘Think (about it)’ and backing vocals from Rhonda Parris. (Parris has a short-lived recording career, releasing just one solo single No, No Love – a bit of a proto-House banger heavily influenced by freestyle if you like that kind of thing). Those that knew also had the Derek B remix of It Takes Two, with a heavy kick drum underpinning from a Roland TR-808 drum machine.
Things I have watched.
It’s cold and dark and I make no apology for my films being unapologetically escapist and and entertaining to try and counterweight the drab conditions. I do have some standards through and got material for this November 2023 newsletter.
Zerozerozero – follows a single drug deal between the Mexican cartel and the ’Ndrangheta. However things don’t go according to plan, so as the conspiracy unfolds we get a walk through the international drug trafficking trade across Latin America, Africa and Europe. This was done as a limited series, but I watched it as a boxset. It is directed by Stefano Sollima who did the Sicariofilms and Subarra.
Novembre – A French fictional dramatisation of the government response to coordinated terrorist attacks in Paris at Stade de France and the Bataclan concert venue through to the Saint Dennis raid that resulted in the death of police dog Diesel, which trended on social media with the #jesuisdiesel hashtag. Jean Dujardin shows the range of his ability as an actor from the comedy of his OSS117film series, to the deadly seriousness of this film.
Diva – I originally watched Diva as part of the Moviedrome series of curated films introduced by Alex Cox. At the time Cox personally disliked the film due to it being ‘a film of style’ rather than narrative. I loved it and revisited it on Blu-Ray. It was sharper and I got to appreciate the Vladimir Cosma soundtrack with its mix of opera, classical music and avant-garde compositions.
Alex Cox’s introduction to Diva for the much missed Moviedrome film seasons that used to run on BBC 2.
The Continental – Amazon Prime Video has some great tentpole content and The Continental adds to this. It’s a prequel of sorts to the John Wick universe and starts with a beautifully made feature length pilot. The action would find it hard to live up to the John Wick films, but the impeccable soundtrack manages to surpass them. The alternative past New York of the film has similar vibes to shows like Pennyworth and Gotham.
Useful tools
Better Miro, Mural or Figjam alternative
I have started using Milanote as an alternative to Miro for personal projects. Like Miro it has a mix of templates to get you started. There is an iPhone app and a native Mac app, so you don’t have to rely on running resource hungry pages in your internet browser of choice. It might even replace Omnigraffle in my personal software stack for some of the tasks that I do.
The sales pitch.
It was great to collaborate this month with my Hong Kong and Shanghai-based friends at Craft Associates on a prospective exciting new project. Now taking bookings for strategic engagements or discussions on permanent roles. Contact me here.
The End.
Ok this is the end of my November 2023 newsletter, I hope to see you all back here again in a month. Be excellent to each other. Let me know what you think or if you have any recommendations to be featured in forthcoming issues.
