Category: media | 媒體 | 미디어 | メディア

It makes sense to start this category with warning. Marshall McLuhan was most famous for his insight – The medium is the message: it isn’t just the content of a media which matters, but the medium itself which most meaningfully changes the ways humans operate.

But McLuhan wasn’t an advocate of it, he saw dangers beneath the surface as this quote from his participation in the 1976 Canadian Forum shows.

“The violence that all electric media inflict in their users is that they are instantly invaded and deprived of their physical bodies and are merged in a network of extensions of their own nervous systems. As if this were not sufficient violence or invasion of individual rights, the elimination of the physical bodies of the electric media users also deprives them of the means of relating the program experience of their private, individual selves, even as instant involvement suppresses private identity. The loss of individual and personal meaning via the electronic media ensures a corresponding and reciprocal violence from those so deprived of their identities; for violence, whether spiritual or physical, is a quest for identity and the meaningful. The less identity, the more violence.”

McLuhan was concerned with the mass media, in particular the effect of television on society. Yet the content is atemporal. I am sure the warning would have fitted in with rock and roll singles during the 1950s or social media platforms today.

I am concerned not only changes in platforms and consumer behaviour but the interaction of those platforms with societal structures.

  • Presidential election beliefs

    Why presidential election beliefs as a topic? The US presidential election happened and Democrats are looking at analysing the fallout.

    While it is easy to blame the qualities of the candidates, I wanted to take a look at the presidential election beliefs that underpinned the campaign. The reason why I am publishing a while after the fact is that I wanted the clarity of slower thinking rather than being wrapped up in the maelstrom of analysis, this then naturally took me to analyse presidential election beliefs rather than other aspects of the campaign such as the qualities of the candidates.

    GSFC_20211105_2022-1529-0_090
    NASA/Taylor Mickal

    I think that their campaign was built on presidential election beliefs that would seem foolish in retrospect.

    • Gen-Z would vote Democrat
    • Substance matters
    • Taking the moral high ground
    • Trust in the mainstream media
    • Vibes over policy

    Gen-Z would vote Democrat 

    I won’t get into the debate over how representative and helpful generations are as a descriptor and assume on good faith that this is just short hand for young adults. Evidence would suggest that this belief was untrue in election performance and underlying research available prior to the election.

    Group cohesion scores

    BBH London looked at  TGI’s Jan-Dec 2019 UK dataset, measuring the size of the average majority viewpoint across 419 lifestyle statements.

    As an entire populace, the UK’s Group Cohesion Score is 48.7%. In other words, the average majority opinion is held by 48.7% of the population. …On average, the generations have a Group Cohesion Score of +1.3, making them only marginally more like-minded than the nation as a whole. For Gen Z, this score falls to +0.2. People born between 1997 and 2013 have no stronger connection to each other than to the rest of the country. 

    This viewpoint was supported by a piece of research conducted by Stanford University researchers back in 1998 and presented to the annual meeting of the American Sociological Association. The researchers found that the beliefs attributed to young adults at the time in terms of cynicism, bleakness about the future and personal unhappiness were actually increasing across all ages – an empirical demonstration of group cohesion similar to the TGI data cited.

    Criteria affecting progressive political themes

    Oxford Analytica published a paper looking at the criteria affecting progressive political themes on a global basis, which had some lessons at a national level as well:

    • Manipulation of religious divisions will prevent an improvement in religious tolerance.
    • Wealthier economies correlate with better support for proactive measures to support women’s rights.

    A comment by Alexander Stubb at the Norwegian Business School struck me about this concept of wealthier economies. President Stubb was talking about struggling to understand Brexit, he recalled a politician commenting on how the UK benefited in terms of GDP, to be interrupted by and event attendee commented ‘Yeah mate, perhaps your GDP, but not mine’.

    What a wealthier economy is, is as much contextual as nation level quantitative data.

    This would probably explain why less well off women didn’t universally rally behind the Harris over Roe versus Wade when they may have been pre-occupied by the impact of inflation on their households.

    It also may partly explain the progressive / conservative political split between the genders highlighted in the FT. A new global gender divide is emerging – documented the split.

    gender split

    Richard Reeves in his book Of Boys and Men highlighted some of the factors driving it that affect the context of a wealthier economy by gender from the gender split in education attainment to better quality social support networks.

    Economically independent women can now flourish whether they are wives or not. Wifeless men, by contrast, are often a mess. Compared to married men, their health is worse, their employment rates are lower, and their social networks are weaker.

    Substance matters

    I was divided over whether I should include this in the next section as substance and taking the moral high ground seem to be closely paired. I think that this is based on a number of factors:

    • In most careers there is a fallacy where we think others think our work matters more than it actually does in the minds of the general public, the same goes for policy wonks.
    • From the Roman satirist Juvenal discussing ‘bread and circuses‘ to Orwell’s description of the ‘proles’ in 1984 it is obvious that their vision of a general public that want to be entertained rather than informed. The higher role for media exemplified by the likes of John Reith at the BBC is at odds with this reality. This goes hand-in-hand with the power that Elon Musk’s voter registration sweepstakes and Joe Rogan’s podcasts seemed to have; despite them being the antithesis of John Reith’s vision.

    Taking the moral high ground

    The Republican campaign threw out a number of ‘dead cat’ tactics that distracted media, outraged their political opponents and entertained their supporters:

    The average member of the public probably doesn’t care about the high ground. We can see this in marketing history. Going back to Christmas 2016, Poundland’s social campaign around its ‘naughty’ elf on a shelf that outraged the ad industry and regulators at the ASA, received positive responses from the general public online. We see this mirrored in the interests and pleasures of the ‘proles’ in George Orwell’s 1984. Elections aren’t a debate class, but entertainment.

    Trust in the mainstream media

    One of the great differences between the campaign run by the Democrats and their Republican counterparts was the role played by the mainstream media. The Harris campaign relied on institutions like Saturday Night Live and interviews with serious journalists.

    By comparison, Donald Trump gave his interviews primarily with podcasters (though some of those podcasters were faces in the mainstream media before becoming podcasters like Sean Hannity) including:

    • Sean Hannity
    • Let’s Go! with Bill Belichick, Maxx Crosby, Peter King & Jim Gray
    • Brian Kilmeade (Fox Radio podcast show)
    • The Joe Rogan Experience
    • Six Feet Under with Mark Calaway
    • The Dan Bongino Show
    • The Glenn Beck Program
    • Bussin’ With The Boys
    • Andrew Schulz’s Flagrant with Akaash Singh
    • The Ben Shapiro Show
    • The Ramsey Show also syndicated in their clips podcast The Ramsey Highlights
    • The Howie Carr Radio Network
    • Lex Fridman Podcast
    • The Dr. Phil Podcast
    • Shawn Ryan Show
    • This Past Weekend w/ Theo Von
    • The Adam Carolla Show
    • Impaulsive with Logan Paul

    Altogether Trump appeared on 22 podcasts in 2024 alone. Many of them on multiple occasions. If you discount mainstream media programmes republished in a podcast format, Harris appeared less times in less podcasts than her rival. In terms of absolute reach the Joe Rogan Experience is bigger for US audiences than equivalent shows on Fox News. Progressive-leaning TV networks MSNBC and CNN combined are about only half of Rogan’s reach.

    The problem is that trust in mainstream media has declined, at a faster rate than their newer online media rivals according to research conducted by IPSOS. So the Democrats spent time focusing on ineffective media interactions in comparison to their Republican rivals based on presidential election beliefs about the primacy of mainstream media publishers with regards to politics.

  • October 2024 newsletter

    October 2024 newsletter introduction

    Welcome to my October 2024 newsletter, this newsletter marks my 15th issue. This is the second year that I have written about Hallowe’en sharing my Mam’s recipe for barmbrack – an Irish household standard. When I lived in Hong Kong, the locals enthusiastically adopted western Hallowe’en culture with local amusement parks Ocean Park and Hong Kong Disneyland competing to create the scariest experience for young people and dating couples. They mixed western and local horror motifs. It’s amazing how thanks to the mass media Hallowe’en has become a global cultural event. More on that later.

    As for the significance of the number 15? It seems to have deep significance in modern culture with a wide range of artists including Taylor Swift and Marilyn Manson using it as the title of songs, albums or mixtapes. Additionally, the number has some significance in Judaism. The number 10 represents the hand of God and the number 5 represents to save or rescue. If we add 10 plus five, we get 15. The symbolic meaning of 15 translates to “mercy,” which means compassion and forgiveness.

    New reader?

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

    Strategic outcomes

    Things I’ve written.

    • An honest review of the Apple Watch Ultra 2 – which is as much a critique of wearables as a category, as the device itself.
    • Cocaine Cowboys is a book on Irish crime, but the title is as interesting as the book in terms of its particular cultural resonance in Ireland and a reflection of the Irish experience.
    • Nike changes CEO John Donahue, as it faces unprecedented challenges due to unforced self-inflicted strategic errors.
    • Pagers and more things can be found here.

    Books that I have read.

    • Taylor Lorenz’ Extremely Online is a history of the social web from bloggers to the present day. Lorenz’ telling is very US-orientated but an interesting account of how influencers and brands evolved their social presence adapting to platform changes such as the disappearance of Vine. Aspects that I found fascinating included how influencers accelerated their following through offline events rather similar to Japan’s idol industry and the career resilience of the Paul brothers
    • The Murderers by Frederic Brown provides a criminal side view to a story in a world that one would recognise from James Ellroy‘s neo-noir crime world of Los Angeles.

    Things I have been inspired by.

    Tourism Ireland: Halloween.

    halloween
    Tourism Ireland

    Hallowe’en was a huge part of my childhood in an Irish household, bairn brack and tea, going around and collecting apples, dried fruit and hazelnuts from neighbouring houses, carving out a turnip lantern, making a papier-mâché mask, enjoying ghost stories on RTÉ radio and strange noises that came from the worsening weather and wildlife. However, America seems to have defined a lot of the narrative and globalised behaviours around the festival.

    Living in Asia, I saw revellers in Hong Kong and Japan enjoy the festival and borrow heavily from Hollywood from ET to the Halloween franchise. Like Irish-American cuisine, American Halloween is based on the European traditions brought to the new world and then reinterpreted.

    So I was fascinated to see Tourism Ireland’s campaign to reclaim Halloween from internally pervasive American soft power and Hollywood; going back to the festival’s pagan origins.

    Meaningful patient engagement

    Measuring and Demonstrating the Value of Patient Engagement Across the Medicines Lifecycle is a call to action to assess and measure patient engagement for the pharmaceuticals industry. It redefines the concept of patient-centricity – a popular concept that has become increasingly prominent and popular in the industry. (Disclosure, the paper involved a couple of former Concentric HX Wegovy launch colleagues: Fay Weston and Zoe Healey).

    The Change Makers

    Brand purpose has lost a good deal of unalloyed credibility in marketing circles (for some very good reasons). But that doesn’t mean that consumers got the memo. Havas’ The Rise of the Change Makers report looks at change through this lens. Like the Edelman Trust report, it has tracked the change in consumer zeitgeist over the past few years.

    Social effectiveness

    There was a couple of interesting research papers in the International Journal of Advertising. Firstly, digital detoxing by consumers seems to have a temporary inoculation against social media advertising when they return to using a social platform. Secondly, romance sells, or the psycho-romantic aspect of parasocial relationships sells – which should be taken into account when weighing up influencers that brands might want to partner with.

    Things I have watched. 

    Series three of ITV’s Van Der Valk’s reboot is a sleeper series that I have enjoyed watching with my Dad. Season 4 has debuted in the US on PBS, but there is no sign of it being picked up in the UK yet.

    Barry Foster
    Barry Foster

    The series is based on a series of thrillers written in the 1960s by Nicolas Freeling; the first one was Love in Amsterdam. The original TV adaptation featured Barry Foster as Van Der Valk whose performance gave the original show a unique look-and-feel.

    I watched some vintage Jack Ryan with a young Ben Affleck playing the CIA analyst in an adaption of The Sum of All Fears. This version is usually overlooked in favour of the modern TV series and the Harrison Ford films. Alan Bates played a delicious villain; an Austrian politician with far right tendencies. Bates’ character felt the most prescient of all the characters, while the thawing relationship with Russia feels further away with each passing week. Unfortunately, the franchise was left on the shelf for a while after this film was made; Ben Affleck made a good Dr Ryan and Liev Schreiber was a good foil as character John Clark – the real muscle in Tom Clancy’s books.

    Amazon Prime Video has some sleeper films if you dig around. Deliver Us From Evil is a respectable Korean action film with the classic ‘tragic hero’ plot line popularised in Hong Kong and Japanese cinema. While it has been compared to The Raid, there is an Old Boy feel to the violence. Much has been made of it starring Lee Jung-jae – known to global audiences for his role in Netflix’ Squid Game. It’s just under two hours of enjoyable escapism.

    I rewatched Inception for the first time since I saw it in the cinema. Since then we’ve had COVID and a generative AI-filled media sphere and the film hit different. It no longer felt exceptional in the way that films like Blade Runner and the Studio Ghibli back catalogue still do.

    Il Divo was one of a couple of DVDs that I bought instead of paying the Netflix tax. Il Divo appealed to me because of my love of real-life Italian intrigue, sparked by watching The Mattei Affair for the first time several years ago. I became reacquainted with it more recently again when I rewatched it. Il Divo covers the political intrigue of the 1970s and 1980s, in particular Giulio Andreotti, an Italian prime minister and failed presidential candidate. At the time Italy suffered from far left terrorist attacks and a reactionary right-wing movement that revolved a freemason lodge known as P2. Andreotti’s leadership is directly linked to a succession of deaths of enemies and associates during his career – which the film displays in an artful tableau at the beginning.

    It is a very complex time in modern Italian history and the story tries to pull different strands of the story in through different vignettes. Like The Mattei Affair before it, a certain amount is left up to the audience’s interpretation.

    Central Intelligence

    Not television, but my current favourite show on BBC Radio 4 is Central Intelligence, which is part of their Limelight drama content. I love it for a few reasons:

    • I grew up with cold war-era espionage books and The Troubles in Northern Ireland, so the security services stories owned a bit of real estate in my head. Given the way things have been going over the past decade, this kind of world has been raising its head again.
    • It’s a really well researched show with high production values on the history of the CIA told from the prospective of Eloise Page who joined the agency at its start and had a 40-year career.
    • Fantastic voice talent. Accomplished high profile film actress Kim Cattrall who has appeared in iconic film and television roles playing both comedic and meaty characters. Ed Harris is a fantastic, but less well known actor who appeared in classic movies from The Right Stuff and Walker to portraying The Man in Black in the Westworld TV series.

    Useful tools.

    Downloading images on a web page

    Imageye is a browser extension that helps you download all pages on a given web page. It can be handy for mood boards and social research.

    Getting to Heathrow

    I have had to do a bit of travel. Thankfully it has been well planned. One of the things that helped my planning and saved money is the Heathrow Express’ £10 Advanced Discounted Tickets. More details on the caveats surrounding the discount here.

    Buying cheaper

    MoneySavingSupermarket has a search engine of products available via Amazon Warehouse. If you’re a jobbing freelancer or just looking for something for your home – it allows you to buy that item a bit cheaper.

    The sales pitch.

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

    More on what I have done here.

    bit.ly_gedstrategy

    The End.

    Ok this is the end of my October 2024 newsletter, I hope to see you all back here again in a month. Be excellent to each other and onward into November, but not before you’ve charged your energy levels up on Hallowe’en treats!

    Don’t forget to share, comment and subscribe!

  • Pagers + more things

    Pagers

    Pagers went back into the news recently with Hizbollah’s exploding pagers. YouTuber Perun has done a really good run down of what happened.

    Based on Google Analytics information about my readership the idea of pagers might need an explanation. You’ve probably used a pager already, but not realised it yet.

    A Twosome Place wifi puck
    A restaurant pager from Korean coffee shop / dessert café A Twosome Place.

    For instance if you’ve been at a restaurant and given puck that brings when your table is ready, that’s a pager. The reason why its big it to prevent customers stealing them rather than the technology being bulky.

    On a telecoms level, it’s a similar principle but on a bigger scale. A transmitter sends out a signal to a particular device. In early commercial pagers launched in the 1960s such as the ‘Bellboy’ service, the device made a noise and you then got to a telephone, phoned up a service centre to receive a message left for you. Over time, the devices shrunk from something the size of a television remote control to even smaller than a box of matches. The limit to how small the devices got depended on display size and battery size. You also got displays that showed a phone number to call back.

    By the time I had a pager, they started to get a little bigger again because they had displays that could send both words and numbers. These tended to be shorter than an SMS message and operators used shortcuts for many words in a similar way to instant messaging and text messaging. The key difference was that most messages weren’t frivolous emotional ‘touchbases’ and didnt use emojis.

    Beepers
    A Motorola that was of a similar vintage to the one I owned.

    When I was in college, cellphones were expensive, but just starting to get cheaper. The electronic pager was a good half-way house. When I was doing course work, I could be reached via my pager number. Recruiters found it easier to get hold of me, which meant I got better jobs during holiday time as a student.

    I moved to cellphone after college when I got a deal at Carphone Warehouse. One Motorola Graphite GSM phone which allowed two lines of SMS text to be displayed. I had an plan that included the handset that cost £130 and got 12 months usage. For which I got a monthly allowance of 15 minutes local talk time a month.

    I remember getting a call about winning my first agency job, driving down a country road with the phone tucked under my chin as I pulled over to take the call. By this time mobile phones were revolutionising small businesses with tradesmen being able to take their office with them.

    The internet and greater data speeds further enhanced that effect.

    Pagers still found their place as communications back-up channel in hospitals and some industrial sites. Satellite communications allowed pagers to be reached in places mobile networks haven’t gone, without the high cost of satellite phones.

    That being said, the NHS are in the process of getting rid of their pagers after COVID and prior to COVID many treatment teams had already moved to WhatsApp groups on smartphones. Japan had already closed down their last telecoms pager network by the mid-2010s. Satellite two-way pagers are still a niche application for hikers and other outward bound activities.

    Perun goes into the reasons why pagers were attractive to Hesbollah:

    • They receive and don’t transmit back. (Although there were 2-way pager networks that begat the likes of the BlackBerry device based on the likes of Ericsson’s Mobitex service.)
    • The pager doesn’t know your location. It doesn’t have access to GNSS systems like GPS, Beidou, Gallileo or GLONASS. It doesn’t have access to cellular network triangulation. Messages can’t transmit long messages, but you have to assume that messages are sent ‘in the clear’ that is can be read widely.

    Consumer behaviour

    Yes, CEOs are moving left, but ‘woke capitalism’ is not the whole story | FT

    Culture

    ‘We were cheeky outlaws getting away with it’: the total euphoria of Liverpool’s 90s club scene | The Guardian – maybe one day I will tell my side of this tale. It’s all a bit more nuanced and I was stone cold sober throughout it all, which is a rare perspective.

    Economics

    Invest 2035: the UK’s modern industrial strategy – GOV.UK

    Corporate Germany is on sale | FT

    Health

    Ukraine’s pioneering virtual reality PTSD therapy | The Counteroffensive

    Korea

    The sabukaru Guide to Seoul’s PC Room Culture | Sabukaru

    Luxury

    How luxury priced itself out of the market | FT – brands have tested the elasticity of pricing and pushed beyond the limits for their middle class customer base

    Watch-maker Jaeger-LeCoultre expands into fragrances inspired by its Reverso dress watches: Jaeger-LeCoultre fragrances take form | Luxury Daily

    Ozempic is transforming your gym | FT, The Vogue Business Spring/Summer 2025 size inclusivity report | Vogue Business – GLP-1s blamed for stalled progress.

    Ferrari, Hermès lead global luxury brand growth in 2024: Interbrand | Luxury Daily

    What is Chinese style today? | Vogue Businessstreet style at Shanghai Fashion Week has been low-key. The bold looks of the past have given way to a softer aesthetic that’s more layered and feminine, with nods to Chinese culture and history. This pared-back vibe was also found on the runways. Part of this might be down to a policy led movement against conspicuous consumption typified by Xi Jinping’s ‘common prosperity‘.

    Marketing

    Adland’s talent spill: Seniors double blocked as ageism, cost-cutting compounded by ‘threatened’ younger managers | Mi3

    Where to start with multisensory marketing | WARC – 61% of consumers looking for brands that can “ignite intense emotions”. Immersive experiences that are holistic tap into people’s emotions and linger in the memory. It’s also an opportunity for using powerful storytelling to communicate a brand story.

    Media

    Tesco to launch location-based self-scanner adverts in stores – Retail Gazette

    Everyone is burning out on the news, including journalists – Baekdal

    Online

    Roblox: Inflated Key Metrics For Wall Street And A Pedophile Hellscape For Kids – Hindenburg Research

    How Google Influences Public Opinion | HackerNoon

    Software

    Apple macOS 15 Sequoia is officially UNIX • The Register

    Web-of-no-web

    Airbus to cut 2500 staff in Space Systems | EE News Europe“In recent years, the defence and space sector and, thus, our Division have been impacted by a fast changing and very challenging business context with disrupted supply chains, rapid changes in warfare and increasing cost pressure due to budgetary constraints,” said Mike Schoellhorn, CEO of the Airbus Defence and Space business.

    Wireless

    Boeing plans quantum satellite | EE News Europe

    Elon Musk battles Indian billionaires over satellite internet spectrum | FT

  • September 2024 newsletter

    September 2024 newsletter introduction

    Welcome to my September 2024 newsletter, this newsletter marks my 14th issue. When I lived in Hong Kong and dealt with Chinese accounts, the number 4 was considered unlucky, rather like 13. 14 is even worse due to it sounding so similar to ‘is dead’ or ‘will be dead’ or ‘will be certain to die’ depending on the variant of the spoken language used. In other cultures the symbolism of 14 is more nebulous at best.

    Brooklyn Beacon "tribute in light"

    September got off to an odd start, we seem to have had all the seasons, rather than settling gently into the run up to autumn. I managed to avoid traditional mooncake during mid-autumn festival celebrations that I attended. My waistline was thankful for the #ROMO (relief of missing out).

    New reader?

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

    Strategic outcomes

    Things I’ve written.

    • Being on the ground in Merseyside as the Southport stabbings unfolded gave me a different perspective on things.
    • How generative AI features are affecting the Google search experience and much more.
    • Not the target demographic – or how marketers and agencies are leaving money on the table.
    • The mooncake crisis in China.

    Books that I have read.

    My reading for September 2024 slacked off a bit as real world obligations kicked in.

    • The Old Woman With the Knife worked on a number of levels for me. Firstly, I loved its portrayal of modern Korean society, from the aging population to the Confucian view of seniority that makes everyday interactions more complex than other Asian societies. Without revealing too much, the old woman in question is someone in the twilight of her career and how she is coping with new up-and-coming rivals at work.
    • Panic! edited by Michael Lewis. Michael Lewis became famous when he wrote an account of his career in investment banking in Liar’s Poker. His career overlapped with the 1987 financial crash. Since then he has been a writer who has documented key turns in the economy. Because of this background Lewis was the ideal person to curate a history of financial crisis from contemporary accounts at the time. Panic! covers the 1987 financial crash, the 1998 debt crisis, the dot com bubble, and the subprime mortgage crisis of 2007/8. I read the book in short bursts mainly due to asks on my time, rather than the nature of the book. Panic! seemed pertinent to read now. The publication of Pegasus Research’s iconic quantitative research on ‘burn rates’ in March 2000 on dot.com company burn rates makes it highly relevant to revisit when we are in hype cycles such as those surrounding health tech, fintech, crypto and more – if for no other reason than pointing out the folly of trying to pick winners in hype-driven public markets with a high degree of opacity.
    • Klara and the Sun by Kazuo Ishiguro moved from my to be read pile to must read pile given everything that has been going on with generative AI over the the past couple of years that it has sat on my bookshelf. Ishiguro uses speculative fiction to explore the different kinds of love and attachment, alongside loss. From a machine learning perspective it poses interesting questions about applying observational learning rather than rules based learning in systems that are supposed to exist in the real world. Klara is an ‘artificial friend’ for a child who is going through ‘levelling up’. Levelling up could be seen as a euphemism for everything from the cramming schools popular in Asian education systems to the challenges humans face in an information heavy environment. Ultimately there is something more human and child-like in Klara’s experiences than the human co-protagonists.

    Things I have been inspired by.

    AI proficiency.

    DLD munich 19 - Monday

    Section, the education company founded by Professor Scott Galloway has AI proficiency as a key element in its offering. They have put together research to show how low the current level of proficiency is. They consider this research a rallying cry; but the results could also be reflective of a technology adoption curve that isn’t moving at the speed of hype, which is what came through in my examination of public discussions during the summer.

    Secondly, research from the Upwork Research Institute implies a higher a higher adoption rate of generative AI, but lower success rate with the outputs generating inefficiencies rather than productivity gains. Part of the problem seems to come from organisational leadership and the way generative AI is being implemented.

    WARC have published a report which looks at What’s working in generative AI from a marketing perspective. Some of the ideas like synthetic data in market research are not quite in prime time yet and generative AI’s large carbon footprint can’t be ignored.

    Digitalisation and brands

    Harvard Business Review published research that indicated a weaker relationship between profit share and brand in certain types of businesses. On the face of it, this supports Scott Galloway’s ‘end of brand‘ hypothesis. WARC covered the research paper in depth pointing out that for each percentage gain in market share highly digitised businesses gain 0.19% increase in profit compared to 0.26% in less digital businesses. This seems to be due to a multitude of factors:

    • Efficiency gains due to digitalisation have an effect on the existing profit prior to the market share. Efficiency is the main selling point of much digital automation from CRM systems to performance advertising.
    • Market power of larger companies ( a la Google).
    • Perceptions of quality – digital-only companies might look more reputable due to the lack of real-world signals to the contrary

    Market share (and brand) still matters, but it hits different depending on the business. B2B and growth hacking business approaches gain less than consumer orientated businesses. A larger dataset of Kantar-sourced data analysed by Oxford University researchers found that better brand effects were down to ‘difference’  as in how customers see – and experience the brand – as being different enough from competitors.

    FEAST

    FEAST

    FEAST is an occasional magazine and curated set of events all about food and its ingredients. If you are a strategist working with a food or beverage client it’s well worth exploring their archive as a source of inspiration for insights given its in-depth and thoughtful arts-based approach.

    Streaming plateau

    I finally got to dive into Ofcom’s Media Nations research report. I recommend that if you are involved in the advertising-media industrial complex in any way shape or form, spend some time reading it. On the plus side, survey respondents consider accurate balanced news as a key part of the public service mandate of radio and television. Secondly during 2023, broadcast brought many of us together still for key events including the first episodes of tentpole series.

    SVoD
    Ofcom

    More dispiritingly, I realised that amongst the tentpole TV series was season 23 or I’m a Celebrity, Get Me Out of Here. TV advertising revenues declined faster than online video revenues grew and subscription based video on demand take-up plateaued. It’s pure speculation on my part, but this might have been reached because COVID accelerated adoption.

    Finally, as a film fan who buys Blu-Rays of films that don’t appear on streaming services consistently, the amount of time watching DVDs and and Blu-Rays have a very small usage across all age groups. I don’t think that’s good news for arthouse and cult cinema.

    Things I have watched. 

    The Crow – less of a remake of the iconic Brandon Lee film and more of a reinvention of the franchise. It’s a good if unengaging film, many of the young adult audience I went to see it with won’t have the original or the comic books as a reference point. It has been described on other parts of the net as ‘the worst movie of the year‘. This is probably a bit unfair; there is a lot of ‘straight to Netflix’ dross out there. FKA Twigs character in the film grew on me as I watched it.

    The last time I saw The Terminator in a cinema was in a double bill with the then newly launched Terminator 2 at the then new Odeon multiplex in Bromborough. I got to see it again thanks to a 4K restoration. Despite having seen The Terminator several times on tape, DVD and Blu-Ray – this time it hit different. It hit harder and it was all down the way the screen filled my vision and the punch of the sound track. Despite in-home cinema set-ups, you just can’t get at home unless you live in a large industrial unit sized home. The analogue special effects held up surprisingly well and the plot was just as taunt as I remembered it. There was less people in the cinema than for the screening than for The Crow.

    As I write this, I have just watched episode one of the latest series of Slow Horses. It has gotten off to the high standard set by the previous series and book. Time to put on my Roddy Ho t-shirt again.

    Useful tools.

    Table Capture

    If you’ve ever tried to cut and paste a table and data from a website into an spreadsheet and then spent the rest of the afternoon parsing it in cell-by-cell you will appreciate the benefit of this browser extension.

    Humaniser for GPT created content

    If you’re reading this, chances are that you’ve used services like Claude, ChatGPT or Gemini as a starting point for copy, or to summarise documents. UndetectableGPT looks at providing alternatives to ‘tell-tale’ phraseology in generative AI copy.

    Data analysis

    Groupt will take a CSV file and categorise the data including visualisation, so you only have to focus on wrapping a narrative around it to fit into the wider storytelling of your presentation.

    The sales pitch.

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

    More on what I have done here.

    bit.ly_gedstrategy

    The End.

    Ok this is the end of my September 2024 newsletter, I hope to see you all back here again in a month. Be excellent to each other and onward into October and crispness of a bright autumn morning!

    Don’t forget to share, comment and subscribe!

    Let me know if you have any recommendations to be featured in forthcoming issues. 

  • Mooncakes + more things

    Mooncakes

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

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

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

    Moon Cake

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

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

    The economy

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

    Gifting culture

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

    Some consumers just aren’t into them

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

    Health and fitness

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

    Business

    Nike CEO John Donahoe to Step Down | BoF

    Economics

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

    FMCG

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

    The reason why the developing world seems to be disproportionately affected by plastic waste highlighted is for a number of reasons:

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

    Innovation

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

    Japan

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

    Marketing

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

    Media

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

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

    In context

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

    Content Creators in the Adult Industry Want a Say in AI Rules | WIRED

    Security

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

    Software

    A brief history of QuickTime – The Eclectic Light Company

    Technology

    NTT Data builds a mainframe cloud for Banks • The Register – mainframes are still amazing for large scale batch processing