Ged Carroll

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.

  • DLD 2019 & things that made last week

    Scott Galloway presented at DLD 2019, Munich this week. DLD is a German version of Paddy Cosgrave’s Web Summit. You get attendance from the EU, the German government and German banking and industry as well as the tech sector. For those that don’t know him, Scott Galloway is a business professor at NYU’s Stern School of Business and the founder of L2 Inc. which was recently acquired by Gartner.

    funicular freak – amazing Tumblr account, words that I don’t often have in the same sentence any more

    7 of the Cutest (and Smartest) ‘Year of the Pig’ WeChat campaigns | Jing Daily  and here is how you can get it wrong. The flexibility of the WeChat platform for marketers is something that western social platforms can learn from. In terms of the content, Gucci consistently manages to come up with the right product designs and content for WeChat around lunar new year.

    Chloe managed to do a good job using celebrities in their campaign. It was interesting that they collaborated with an Indian artist Rithika Merchant, rather than a Chinese artist for the New Year designs.

    I had another late addition to my collection of the best Chinese New Year creative. Heineken did a Chinese New Year advert for the Singapore market. But its not on their social feeds so I can’t share it. I presume that the content must be a TV only campaign.

    Starbucks opens interactive coffee sanctuary in Bali as tribute to Indonesia’s Arabica coffee | The Drum 

  • Apple and Jaguar Land Rover in China

    Apple and Jaguar Land Rover blamed the Chinese economy for their recent financial results. The truth is probably more complex. What factors are affecting affecting Apple and Jaguar Land Rover that aren’t directly related to the Chinese economy?

    The reality is that Apple and Jaguar Land Rover are being buffeted by very different forces, some of which are their own making.

    Apple

    China is a unique mobile environment and in some ways it mirrors the hopes (and fears) for the internet in the late 1990s. Oracle and Sun Microsystems spent a lot of time during the dot com boom developing technologies that would allow applications to run on the web. Enterprise software sudden had a user experience that could be accessed via a web browser. Java allowed applications to be downloaded and run as needed. Netscape had a vision of the internet replicating the operating system as a layer that would run applications. Microsoft also realised this which was why they developed Internet Explorer, integrated it into Windows and killed off Netscape. The Judge Jackson trial happened and that was the start of the modern tech sector allowing Google and Apple to rise.

    Move forwards two decades and most computing is now done on mobile devices. In China, WeChat have managed to achieve what Netscape envisioned. Their app as a gateway to as many services as a consumer would need including a plethora of mini applications. It doesn’t suffer the problems that native web apps have had in terms of sluggish user experiences. In addition, WeChat has invested in a range of high-performing start-ups to built a keiretsu of businesses from cab services, e-commerce, property companies and even robotics. In the meanwhile Tencent who own WeChat have a range of consumer and business services as well.

    What this means for Apple is that many of its advantages in other markets are negated in China. The OS or even performance of a smartphone doesn’t matter that much, so long as it can run WeChat and a couple of other apps. The look and feel of the app is pretty much the same regardless of the phone OS. Continuity: where the iPhone and a Mac hand-off seamlessly to each other doesn’t matter that much if many consumers use their smartphone for all their personal computing needs.

    This has been the case for a few years now in China – but Apple haven’t found a way around it.

    As for phone industrial design – Apple lifted the game in manufacturing capability by introducing new machines and new ideas. To make the iPhone 5, Apple helped its suppliers buy thousands of CNC machines. This grew the manufacturers capability to supply and the amount of pre-owned machines that eventually came on the marketplace. It meant that other manufacturers have managed to make much better phone designs much faster.

    That meant Chinese consumers can buy phones that are indistinguishable from an iPhone if you ignore the logo and function the same because of China’s app eco-system. Again this has been the same for a few years and has accelerated due to the nature of the dominant smartphone form factor. The second iteration of the iPhone X form factor is what really changed things. The phones were different to what has come before, but they weren’t demonstrably better. They were also more expensive.

    In the mean time Huawei and others have continued to make progress, particularly in product design and camera technology – the two areas where Apple led year-on-year. Huawei devices can be expensive for what they are, but they gave domestic manufacturers ‘brand permission’ in the eyes of many Chinese consumers to be as good as the foreigners.

    This wasn’t helped by Samsung’s missteps in the Chinese market that started with the global recall of the Samsung Galaxy Note7 battery recall. Samsung hasn’t managed to make that gap back up and seems to make marketing missteps regularly such as its recent tie-in with the ‘fake’ Supreme brand holder China. If you’re a Chinese consumer the additional value or status that you used to see in foreign handset brands is now diminished. This seems to be a wider theme as domestic brands are also making similar gains in market share compared to foreign FMCG brands. Although there are also exceptions like baby formula.

    Domestic brands have done a good job marketing themselves. BBK in particular are very interesting. Whilst Huawei makes lots of noise and bluster at how big they are, BBK creeps up. It has a number of brands in China and abroad OnePlus, Oppo, Vivo and RealMe going after particular segments. The brands are focused but run separately like companies in their own right. Apple’s marketing riffs on its global marketing (though it did a great Chinese New Year themed ad last year). This reinforces the perceived common view that foreign businesses are full of hubris and don’t sufficiently localise for China. Apple’s recent pricing strategy in a market where this is so little to show in value provided looks like the epitome of hubris.

    180120 - China smartphone market

    Finally, there has been a massive amount of consolidation of brands in the China smartphone market over the past four years. That provides for scale in terms of logistics, supply chain, design, component sourcing and marketing.

    Jaguar Land Rover

    If we move to the automotive sector and look at Jaguar Land Rover – their problems in China look self inflicted. China’s car market has declined for the first time in 20 years. But it seems to have mostly affected brands like Hyundai rather than prestige brands like Mercedes Benz or BMW. The reasons why aren’t immediately apparent. Yes diesel cars are less popular, but BMW, Audi and Mercedes make diesel cars.

    Jaguar Land Rover aren’t the only foreign brand suffering: Toyota has had problems in China since the last round of strong anti-Japanese sentiment exploded in 2012.

    More information

    Why Does WeChat Block Competitors, While Facebook Doesn’t? | Walk The Chat

    Apple’s China Problem | Stratechery

    Samsung recalls Galaxy Note 7 worldwide due to exploding battery fears | The Verge

    Samsung angers hypebeasts by partnering with fake Supreme brand in China | The Verge

    Fake News: Samsung China’s Deal With Supreme “Knock-off” Spurs Drama | Jing Daily

    Chinese car sales fall for first time in more than 20 years | World news | The Guardian

  • Cathay ticketing error + more things

    Cathay ticketing error … again: first-class fares at tenth of original price – Is there problems in Cathay’s Pacific backend algorithm that is causing the Cathay ticketing error? This is the second time that a Cathay ticketing error has happened recently. More related posts here.

    NGT48 pop idol Maho Yamaguchi’s apology for home assault sparks outrage at Japanese victim-blaming | South China Morning Post – A Japanese girl group pop star gets assaulted in her own home by a crazed fan. She is then made to apologise by her management company for the whole incident. So reading between the lines management are likely to be scum bags, possibility connected to the criminal underworld, if not a yakuza family. The yakuza historically have had strong links to the entertainment industry. Periodically there is a scandal where photos of entertainers mingling with Yakuza appear in the media

    2019 Predictions | The Daily | Gartner L2 – no surprise on the Amazon predictions. Amazon has little incentive to buy legacy retailers as its advantages comes from the lack of legacy infrastructure and people. Amazon’s increase in value makes sense due to its cloud computing market share, and increase in share of basket and performance advertising.

    Qualcomm CEO defends chip licensing business in FTC trial – CNET – Qualcomm’s “no license, no chips” policy is at the heart of the FTC’s case against Qualcomm, which lawyers are arguing before Judge Lucy Koh in US District Court in San Jose this month. Mollenkopf was among the witnesses who testified on Friday. Under the policy, companies must license Qualcomm’s patents before it will sell them chips. Qualcomm customers, such as Apple, don’t like that one bit.

    Hong Kong-based online travel agent Zuji, now without a licence, unable to operate | South China Morning Post – just wow, I remember when Zuji was a hot start-up. Like European countries Hong Kong startups have challenges when they are up against competitors with scale.

  • Facebook cant be removed + more

    Facebook Cant be removed from Certain Android Phones – Search Engine Journal – pre-installs creating bloatware on phones like the PC industry did when profits got tight. Given Facebook’s position as a monopoly Facebook cant be removed from phones has to be an area for action

    ‘I love my Mac!’ – Zoë Smith – “My phone rang, and the video I was watching on the computer paused!” – when we are running computers hundreds of thousands of times the power of the entire NASA Apollo space programme computers, why wouldn’t this happen? This seems like a relatively easy CX related win, yet it seems like magic. This says a lot about the poor user experience in computing. More design related content here.

    Chinese budget smartphone brand Realme has Southeast Asia, Africa and Europe in its sights after sweeping India | South China Morning Post – BBK expands its brand portfolio beyond Oppo, OnePlus, Vivo and Realme. It is the hidden leader while Huawei gets the kudos, BBK owns mid market handset sales. BBK were also responsible for the amazing Oppo Blu-Ray players and high end headphones.

    This online tool can transform your black-and-white photos into color images | Abacus – interesting that it was launched to coincide with the 40th anniversary of Chinese economic reform. It uses machine learning taught with 1,000s of photos. Just don’t rely on it for colour fidelity.

    Selling extremism: Nationalist streetwear and the rise of the far right – interesting given the multi-cultural history of street wear. However clothing has also been a code for subcultures and communities. In the past the far right borrowed the workwear look from the skinhead culture. MA-1 jackets, Fred Perry shirts, Ben Sherman shirts, Levi’s jeans and Dr Marten boots. As the codified items get coopted by other groups they get replaced. Skinhead haircuts are replaced something more high and tight. It was only a matter of time that extremists borrowed from streetwear and football casual style.

  • Douyin + more things

    Are Douyin and TikTok the Same? | What’s on Weibo – China’s Netcasting Services Association (中国网络视听节目服务协会), an association directly managed by the Ministry of Civil Affairs, issued new regulations that online short video platforms in China should adhere to. One of the new guidelines requires all online video service providers to carefully examine content before it is published. Tech China reports that the new stipulations require that all online video content, from titles to comments and even the use of emoticons, has to be in accordance with regulations, which prohibit any content that is ‘vulgar,’ is offending to the Chinese political system, puts revolutionary leaders in a negative light, or undermines social stability in any way – interesting dive into the differences between TikTok and Douyin which seem to run off separate systems. We also see some crossovers, for instance similar ad formats on both Douyin and TikTok. Another area of connectivity is the similar level of censorship on TikTok that is rolled out on Douyin. This is creepy, but makes both Douyin and TikTok brand safe, which is particularly attractive to mainstream advertisers. The big question for me is whether TikTok provides direct access to its data to the Chinese government like Douyin would be obliged to do. More related content here.

    Snap Business | Apoposphere – how the apps you use impact your daily life and emotions – usual caveat emptor considerations apply. Sample size is 1,005. Research is sponsored by Snap

    Facebook culture described as ‘cult-like’, review process blamed | CNBC – can’t work out if there is a lot of employee adulting required or if the culture is reminiscent of peak Microsoft circa 1995

    Major WeChat trends brands can’t ignore in 2019 | Digital | Campaign Asia – WeChat and global traveller connection particularly important

    Major WeChat trends brands can’t ignore in 2019 | Digital | Campaign Asia – WeChat and global traveller connection particularly important

    The perfect plan for the couch potato | Trendwatching – Bilibili and Ele.me partner to provide hybrid content streaming and free food delivery

    Brands should give up control to reach Gen Z | Creativepool – this says more about how marketing hasn’t changed over the past 15 years than gen-Z. This tells me that brands and agencies haven’t been listening. It also tells me that I can recycle decade old platitudes and essays with a Ctrl+F gen-Y and Ctrl+V gen-Z

    Samsung’s Supreme Copyright Spat | The Daily | Gartner L2 – Chinese consumers weren’t fooled by the “Supreme” partnership, eviscerating Samsung on social media following the launch. Its Greater China digital marketing manager responded to the uproar by posting on his Weibo account that the decision to work with Supreme Italia was made because it had obtained the authorization to use the brand in China. Samsung later backtracked as he deleted the post and Samsung’s official Weibo account announced it was “re-evaluating” the partnership – gosh I can feel the heat from the burn on this from half way around the world…

    Apple’s China Problem : 12 Reasons – Counterpoint Research – covers more of the points that I would have hit

    Move over, millennials and Gen Z – here comes Generation Alpha | Society | The Guardian – is defining generations useful? “You have to be careful about it,” says Karen Rowlingson, professor of social policy at the University of Birmingham. “But we shouldn’t ignore generational divides. Younger people are, on average, facing many more challenges. And, certainly, inequalities within that generation [millennials] are greater.”

    Apple is putting iTunes on Samsung TVs – The Verge – makes you wonder about the future of the Apple TV?

    Should we think of Big Tech as Big Brother? | Financial Times – That also used to be the view of Sergey Brin and Larry Page, Google’s founders, who presented a paper in 1998 highlighting the perils of advertising. “We expect that advertising-funded search engines will be inherently biased towards the advertisers and away from the needs of consumers. This type of bias is very difficult to detect but could still have a significant effect on the market,” they wrote.

    When Ad Breaks Get Weird: Branded Content in Chinese TV Dramas Is Ruining It For the Viewers | What’s on Weibo 

    Internet rightists’ strategy of provocation gaining traction in Japan | The Japan Times – Japan starts to see western style internet wars with personal attacks (paywall)

    Chinese coffee startup Luckin: We won’t be the next ofo | HEJ Insight – interesting read that reminded me a lot of the reporting on the original dot com boom in the UK and US

    Amazon says 100m Alexa devices sold – usage figures remain a mystery | The Drum – and in the second part of the headline is the rub

    Masayoshi Son wants Arm’s blueprints to power all tech – Armed with a crystal ball | The Economist – I have a lot of respect for Son-san but this reads like bubble-level BS. There are so many variables such as China 2025 that make this inadvisable. Secondly its not like ARM is the only micro-computer core design that’s low power and available. Thirdly, we’ve hit peak smartphone, other devices won’t offer the same business opportunity

    Opinion | Is This the End of the Age of Apple? – The New York Times – This is a big issue not only for Apple but also for all of tech. There is not a major trend that you can grab onto right now that will carry everyone forward. The last cool set of companies — Uber, Airbnb, Pinterest and, yes, Tinder — were created many years ago, and I cannot think of another group that is even close to as promising

    Understanding the Emerging Era of International Competition: Theoretical and Historical Perspectives | RAND – great read

    Startup founders say age bias is rampant in tech by age 36 – There’s a scourge in tech that apparently runs even deeper than sexism or racism: ageism. In a wide-ranging survey of US startup founders polled by venture-capital firm First Round Capital, 37% said age is the strongest investor bias against founders, while 28% cited gender and 26% cited race.

    The liberating thrill of a slender book | Quartz – Let’s keep this short. We’re busy. We want to read but don’t have time for deep dives, and that applies to books as well as articles

    China says its navy is taking the lead in game-changing electromagnetic railguns – Chinese warships will soon be equipped with electromagnetic railguns that fire projectiles with “incredibly destructive velocity,” and that the underlying technology was based on “fully independent intellectual property,” rather than designs copied from other nations.

    Burberry Zhao Wei and Zhou Dongyu CNY Campaign | HYPEBAE which ended up to be a bit of a mess: Why Burberry’s Chinese New Year campaign doesn’t quite hit the spot | The Drum