Category: online | 線上 | 온라인으로 | オンライン

The online field has been one of the mainstays since I started writing online in 2003. My act of writing online was partly to understand online as a medium.

Online has changed in nature. It was first a destination and plane of travel. Early netizens saw it as virgin frontier territory, rather like the early American pioneers viewed the open vistas of the western United States. Or later travellers moving west into the newly developing cities and towns from San Francisco to Los Angeles.

America might now be fenced in and the land claimed, but there was a new boundless electronic frontier out there. As the frontier grew more people dialled up to log into it. Then there was the metaphor of web surfing. Surfing the internet as a phrase was popularised by computer programmer Mark McCahill. He saw it as a clear analogue to ‘channel surfing’ changing from station to station on a television set because nothing grabs your attention.

Web surfing tapped into the line of travel and 1990s cool. Surfing like all extreme sport at the time was cool. And the internet grabbed your attention.

Broadband access, wi-fi and mobile data changed the nature of things. It altered what was consumed and where it was consumed. The sitting room TV was connected to the internet to receive content from download and streaming services. Online radio, podcasts and playlists supplanted the transistor radio in the kitchen.

Multi-screening became a thing, tweeting along real time opinions to reality TV and live current affairs programmes. Online became a wrapper that at its worst envelopes us in a media miasma of shrill voices, vacuous content and disinformation.

  • Antitrust investigation into Google + more

    Exclusive: China preparing an antitrust investigation into Google – sources | Reuters – it would be interesting to see how a Chinese antitrust investigation into Google would play out. I could understand an antitrust investigation being put on the table of the politburo, I am less sure how it would work. Chinese companies need Google advertising, whereas Google is shut out of the Chinese market already. Google could turn around and tell them to do one; it would lose one R&D centre. A bigger issue might be the forced rejigging of its Google Home | Nest product supply chain. I suspect an antitrust investigation into Google is more likely to happen in the US than China

    Behind China’s Decade of European Deals, State Investors Evade Notice – WSJ – the EU needs to wise up

    Are Luxury Brands Losing The Battle Against Alibaba’s Counterfeiters? | Jing Daily – of course Alibaba can’t be trusted (and neither can Amazon)

    The perils of life in Beijing’s backyard | Financial Timeswhile it is all too easy to stereotype China and its companies as pantomime villains, Hiebert is skilled at teasing out the nuances and ambiguities, including local elites who have welcomed Chinese money, sometimes under corrupt circumstances. For south-east Asian countries, Beijing has proved a more predictable partner than the US, continuing business as usual with Myanmar when it faced isolation under its former military dictatorship, then more recently when it faced international condemnation for the military crackdown on the Rohingya. Beijing continued military sales to Thailand after the most recent coup in 2014

    American Engagement Advocates Sold a Dream of Changing Chinaefforts to downplay the missionary impulse of engagement with China amount to historical gaslighting, an attempt to retcon the record to conceal the extent of failure. During the Cold War, American leaders justified engagement with China as reining in China’s revolutionary foreign policy, establishing a stable bilateral relationship, and countering the Soviet threat—all reasonable goals. But for the first 20 years of the post-Cold War era, American leaders, backed by their advisors and strategists, unambiguously sold engagement with China on the basis of fostering a democratic and responsible government in Beijing

    Daring Fireball: Apple Is Removing Feed Readers From Chinese App Store – this doesn’t surprise me in the least. I used to use an RSS reader app when I would go to China. It’s interesting that RSS is now undergoing that much of a focus in China though as the audience will be distinctly niche. More on my RSS adventures in China here.

    When coffee makers are demanding a ransom, you know IoT is screwed | Ars TechnicaSecurity problems with Smarter products first came to light in 2015, when researchers at London-based security firm Pen Test partners found that they could recover a Wi-Fi encryption key used in the first version of the Smarter iKettle. The same researchers found that version 2 of the iKettle and the then-current version of the Smarter coffee maker had additional problems, including no firmware signing and no trusted enclave inside the ESP8266, the chipset that formed the brains of the devices. The result: the researchers showed a hacker could probably replace the factory firmware with a malicious one. The researcher EvilSocket also performed a complete reverse engineering of the device protocol, allowing remote control of the device. Two years ago, Smarter released the iKettle version 3 and the Coffee Maker version 2, said Ken Munro, a researcher who worked for Pen Test Partners at the time. The updated products used a new chipset that fixed the problems. He said that Smarter never issued a CVE vulnerability designation, and it didn’t publicly warn customers not to use the old one. Data from the Wigle network search engine shows the older coffee makers are still in use – the bit I don’t understand is why you would need these appliances connected to the internet in the first place

    Apple vs Epic may go to jury; Google finally speaks on Fortnite banWhile Judge Rogers merely upheld her previous position, and didn’t dismiss Epic’s case outright, she was very obviously skeptical of their claims. Actually, that might be an understatement — she outright said that Epic lied, and, regarding the separate payment apparatus Epic insists on calling a “hotfix,” she said, “Lots of people use hotfixes. That’s not the issue. The issue is that you were told, and you knew explicitly because of your contractual relations, that you could not have that, and you did. It’s really pretty simple.” She was also rather unimpressed with Epic’s repeated claims that they were being denied access to large market of gamers who play Fortnite only on iOS, saying there are many other avenues through which those players can access the game.”

    Ai Weiwei: ‘Too late’ to curb China’s global influence – BBC News“The West should really have worried about China decades ago. Now it’s already a bit too late, because the West has built its strong system in China and to simply cut it off, it will hurt deeply. That’s why China is very arrogant.”

    China’s Leaders Can’t Be Trusted by Chris Patten – Project Syndicate – interesting read. It gives you a sense of the uphill battle China now faces with political elites

    China under Xi Jinping feels increasingly like North Korea – The Washington Postacross China, it has become extremely difficult to have conversations with ordinary folk. People are afraid to speak at all, critically or otherwise. Students and professors, supermarket workers and taxi drivers, parents and motorists have all waved me away this year

    Wong Kar-wai is back making films: here are some of his best | Dazed – great summary of Wong Kar-wai’s work

    Fashion brands design ‘waist-up’ clothing for video calls – BBC News – this makes a lot of sense

  • Rival device makers on Amazon + more

    Amazon Restricts How Rival Device Makers Buy Ads on Its Site – WSJ – interesting that his is confirmed by both according to Amazon employees and executives at rival companies and advertising firms. Would rival device makers have an antitrust case? It would be harder for Amazon to argue that it doesn’t have a monopoly position in retail. More on Amazon here.

    China’s Sina Agrees to Go Private in Deal Valued at $2.6 Billion – Bloomberg – will probably list on a home stock market like Shanghai, Shenzhen or Hong Kong

    Oxford moves to protect students from China’s Hong Kong security law | The Guardian – one can see this is a direct reaction to Hong Kong’s national security law and also as a reaction to Chinese influence operations on campuses across the western world

    Will The Chinese-Owned French Luxury Brand Baccarat Survive? | Jing Daily – combination of bad management and circumstances. It is interesting that the owner Coco Chu has disappeared

    Mark Riston: It’s time for ‘share of search’ to replace ‘share of voice’Peckham’s Formula posits that when you launch a brand you should set its advertising budget based on your desired share of market. Specifically, your initial share of voice should be 1.5 times the desired market share you want to achieve by the end of the brand’s second year.

    Older People Have Become Younger – Neuroscience News – in terms of their mental faculties

    Netflix called out for “Three-Body” author Liu Cixin’s Xinjiang remark — Quartz – Mulan seems to have become a verb in US media in a similar way to ‘it’s all gone Pete Tong’ in late 1980s vernacular English. Although originally ‘gone Pete Tong’ meant that something had gone commercial and mainstream – in effect a sellout, which was a bad thing in the 1990s, when credibility was everything. Netflix might be able to see dramas into China a la the BBC and Sherlock; but I can’t see it being allowed to be a platform. China already has QQVideo iQiyi and PPTV

  • Hair Growth Helmet + more things

    LG Launches Hair Growth Helmet to Combat Hair Loss | HYPEBAE – this looks totally legit. NOT. Yes, the FDA has certified other hair growth helmet treatments, but that was to indicate that they wouldn’t harm you or interfere with medications. It doesn’t validate the hair growth helmet actually working. But on the other hand lasers in the helmet….. More beauty category related content here.

    Why loneliness fuels populism | Financial Timesdepicting loneliness solely in terms of how connected we feel to our friends, neighbours and colleagues risks occluding its other potent forms. Loneliness is political as well as personal, economic as well as social. It is also about feeling disconnected from our fellow citizens and political leaders, and detached from our work and our employer.

    “Buy British”: The viability of a nationalist commercial policy | VOX, CEPR Policy Portalattempts by successive UK governments in the 1970s and early 1980s to initiate such import substitution policies were fraught with economic and legal difficulties. Indeed, accelerating globalisation and the rapid growth of imports in intermediate products for assembly into ‘British’ goods raise significant problems in defining a ‘national’ product – and the growth of tradable services (such as insurance, education and healthcare) presents an even more intractable problem

    Arkady Bukh: Man in the Middle | CyberScoop – go-to lawyer for hackers

    China bans Australian academics in apparent tit-for-tat retaliation | South China Morning Post – this has followed soon after a good report by Alex Joske and book by Clive Hamilton on China’s influence activities abroad

    Facebook removes fake accounts with links to China and Philippines | The Guardian – Facebook says it has removed hundreds of coordinated fake accounts with links to individuals in China and in the Filipino military that were interfering in the politics of the Philippines and the US – not very surprising. More details in the South China Morning Post – How a Chinese network of fake Facebook accounts influenced online debate on South China Sea, US politics | South China Morning Post 

    Ebay ex-CEO, PR head shared texts about taking down critics: DOJ – Business Insider – probably one of the most disturbing and bizarre things that I’ve read in a while

    China has the upper hand in corporate proxy wars with US | Financial TimesMr Trump gave Mr Xi what he wanted on ZTE — a reprieve in the form of a new US commerce department settlement that allowed it to stay in business — and mistakenly assumed that this concession would smooth over the other matters. China quickly pocketed the ZTE present but continued to withhold approval of the Qualcomm-NXP deal. When the trade talks later started to unravel, Mr Xi let Qualcomm-NXP languish in regulatory limbo, where it eventually died. – Trump gave a concession too early

    How a local messaging app defeated WhatsApp in Vietnam – messaging app Zalo has been taking the country by storm for nearly a decade now. Zalo’s got a pretty firm grip on Vietnamese consumers. And now that it’s integrated mobile payment service ZaloPay into its messaging app, there’s plenty of potential for it to expand beyond being just a means of communication.

    The landlords are back – The families of China’s pre-Communist elite remain privileged | China | The EconomistThe old elite began to suffer almost as soon as the Communist Party won the Chinese civil war in 1949. China’s new rulers quickly set about seizing land from people in the countryside, redistributing it among the landless, confiscating private businesses and executing many rural landlords and people who had worked for the overthrown Nationalist regime

    Listen to an unheard Steve Jobs NeXT keynote from 1988“But why it matters is that those explorations and that fun were in the end quite significant. It’s always useful to look back and to realize that even though the tech itself might seem quite primitive today, the people were already sophisticated. We know a lot more facts, and we can do more things, but I’m not sure we have gotten that much wiser.”

  • Tech cold war + more things

    The US-China tech cold war has turned hot – but would a Biden presidency change things for Huawei and others? | South China Morning Post“No president will want to be accused of being soft on China,” said James Andrew Lewis, senior vice-president and director of the technology policy programme at the Washington-based Centre for Strategic and International Studies (CSIS). “Trump’s policies are disorganised, but consistently move to cut economic ties with China. Biden’s policies will be better coordinated, less abrupt, but move in the same direction.” – the tech cold war isn’t new. You could trace it back to the beginning with coercive IP transfer and massive industrial espionage. It kicked off in earnest with the Golden Shield Project 金盾 工程 censorship system. Where we are now was not a case of if, but when

    TikTok becomes a case study for Chinese companies planning global expansion | South China Morning PostZhang’s relationship with the ruling Communist Party is complicated. He must walk a fine line between keeping Beijing happy but not be seen as too close to raise concerns outside China. Zhang, who told Atlantic magazine in July that he was not a party member, was approached by Beijing a year ago with an offer to help when TikTok faced political troubles in India. However, Zhang sent mid-level staff to meet government officials, signalling he did not want Beijing to get involved – whether entrepreneurs like it or not, they’re likely to find the government inserted into the business like a helicopter parent. You’re likely to see coercive business development as part of Chinese diplomats wolf warrior patter; a la Huawei 5G network equipment and the Faroe Islands

    Allegations of deception dog Nikola’s lofty aims | Financial Times – my worst fear is that this will tarnish hydrogen fuel cells in the market. Hyundai are already doing interesting things with hydrogen fuel cell wagons

    Interesting report from Watches & Wonders (aka SIHH), Shanghai – Watches & Wonders Shanghai: The Future of Fine Watchmaking? | Luxury Society – more luxury related posts here.

    BJ Fogg on this old but good video explaining persuasion through technology in very simple terms

    FAA, Boeing Blasted Over 737 MAX Failures in Democratic Report – WSJ – really nice oral history of the Boeing 737 Max scandal

    Money-launderers use Chinese online shopping sites to funnel cash offshore | Financial TimesMoney launderers have used some of China’s leading online shopping sites to transfer billions of dollars to offshore gambling sites, police raids have revealed. People wishing to evade China’s strict capital controls, for example to gamble on offshore websites, have been placing fake orders on the shopping sites, including on Pinduoduo, China’s second-largest platform by users. A corresponding sum is then credited to their gaming account.

    Kraft Heinz sells parts of cheese business for $3.2bn | Financial Times – surprised if more assets aren’t sold as the 3G Capital model isn’t working

    EU tests platform to link up coronavirus tracing apps | Reuters – really interesting development in interoperability

  • Dark stores and coercive diplomacy

    I came across a couple of interesting terms recently: dark stores and coercive diplomacy.

    Dark stores

    Gartner for Marketing (formerly L2 Inc.) were talking about a new development at Amazon’s Whole Foods subsidiary. It was what Gartner called digital dark stores. The first one has been established in Industry City to serve much of Brooklyn, New York.

    Amazon themselves called it a ‘permanent online-only store‘ on their blog.

    So whats the difference between dark stores and the ‘last mile’ warehouses that Amazon uses for fulfilment in places like London?

    • Looking at the limited amount of photos available, this doesn’t feel warehouse-like. There wasn’t obvious automation in the pictures. Instead it feels like a supermarket that’s well stocked, but lacking price tags and shopper marketing accoutrements. Gartner describe it as ‘technically a grocery store’, which implies that there might be zoning or planning regulations that they might be working around
    • It is only for the Whole Foods brand; rather than fulfilling Amazon Fresh and Amazon Prime Now items

    This isn’t just an Amazon thing. Gartner points out that American supermarket brands Kroger and Giant Eagle have also embraced the order-only store model. More at Gartner for Marketing here.

    Coercive diplomacy

    The Australian Strategic Policy Institute published a report on September 1, 2020 called The Chinese Communist Party’s coercive diplomacy. It was written by Fergus Hanson, Emilia Currey and Tracy Beattie. Hanson, Currey and Beattie analysed ten years of Chinese government diplomacy. In there words:

    The Chinese Communist Party (CCP) is increasingly deploying coercive diplomacy against foreign governments and companies. Coercive diplomacy isn’t well understood, and countries and companies have struggled to develop an effective toolkit to push back against and resist it.

    The Chinese Communist Party (CCP) is increasingly deploying coercive diplomacy against foreign governments and companies. Coercive diplomacy isn’t well understood, and countries and companies have struggled to develop an effective toolkit to push back against and resist it.

    This report tracks the CCP’s use of coercive diplomacy over the past 10 years, recording 152 cases of coercive diplomacy affecting 27 countries as well as the European Union. The data shows that there’s been a sharp escalation in these tactics since 2018. The regions and countries that recorded the most instances of coercive diplomacy over the last decade include Europe, North America, Australia, New Zealand and East Asia.

    There seems to be an escalation of economic and non-economic measures deployed. Economic measures would include:

    • Trade sanctions – such as the recent ban on German pork products. This was rolled out just a few days in advance of a trade negotiation meeting between China and the European Union
    • Investment restrictions in strategic industries such as the ‘agreement‘ that Yahoo!, Softbank and Alibaba had over Alipay (which included what would now be Ant Group). Strategic industries like state security is notoriously (and deliberately) ill-defined in China
    • Tourism bans
    • Popular boycotts such as Korean corporate Lotte being driven out of China and the 2012 anti-Japan protests where the public smashed Japanese stores, attacked factories and burned Japanese cars

    Coercive pressure is also applied at below state level on businesses. It may also be applied on individuals, based on the data leak provided from Zhenhua Data seems to imply.

    Non economic measures include:

    • Arbitrary detention. The best example of this would be Michael Kovrig and Michael Spavor detained as part of China’s dispute with Canada. Another example might be Australian citizen Karm Gilespie. China didn’t admit it had detained him for over six years, until they announced his death sentence in the summer
    • Restrictions on official travel
    • State-issued threats which are usually issued on a regular basis as part of wolf warrior diplomacy. (Wolf Warrior is a set of two films with a Chinese action hero, a la Rambo – but with less humour).

    Some of the imputus for coercive diplomacy might come from the Chinese Communist Party’s continued rancour over Qing dynasty-era unequal treaties. More China related content here and more on retailing here.