Category: security | 保衛 | 정보 보안 | 情報セキュリティー

According to Wikipedia security can be defined:

Security is protection from, or resilience against, potential harm (or other unwanted coercive change) caused by others, by restraining the freedom of others to act. Beneficiaries (technically referents) of security may be of persons and social groups, objects and institutions, ecosystems or any other entity or phenomenon vulnerable to unwanted change. Security mostly refers to protection from hostile forces, but it has a wide range of other senses: for example, as the absence of harm (e.g. freedom from want); as the presence of an essential good (e.g. food security); as resilience against potential damage or harm (e.g. secure foundations); as secrecy (e.g. a secure telephone line); as containment (e.g. a secure room or cell); and as a state of mind (e.g. emotional security).

Back when I started writing this blog, hacking was something that was done against ‘the man’, usually as a political statement. Now breaches are part of organised crime’s day to day operations. The Chinese government so thoroughly hacked Nortel that all its intellectual property was stolen along with commercial secrets like bids and client lists. The result was the firm went bankrupt. Russian ransomware shuts down hospitals across Ireland. North Korean government sanctioned hackers robbed 50 million dollars from the central bank of Bangladesh and laundered it in association with Chinese organised crime.

Now it has spilled into the real world with Chinese covert actions, Russian contractors in the developing world and hybrid warfare being waged across central Europe and the middle east.

  • Digital abortion clinics

    It says something about the time that we live in that digital abortion clinics is a normal phrase and that publications like Wired have to have rank the clinics on patient data security. Disclaimer: I lean pro-choice in my beliefs as I don’t have to make the kind of choices that many women have to. Secondly, the second order consequences of high risk procedures done the black market create new moral and ethical dilemmas.

    Dystopian vibes

    Ghost in the shell: Stand Alone Complex
    Matt M – Ghost In The Shell Stand Alone Complex

    Five years ago, if you had said digital abortion clinics to me it would have brought to mind the darker recesses of the cyberpunk realms created in novels by William Gibson or Neal Stephenson’s Snow Crash, or the Ghost In The Shell series of manga and anime created by Shirow Masamune.

    The reality is more banal and horrifying all at the same time.

    How we got here

    Legal and regulatory environment

    Family planning clinics that provide terminations have been under regulatory attack since the US Supreme Court ruling on Roe vs. Wade gave American women access to abortion in 1973. Roe vs Wade was challenged repeatedly in court and upheld in rulings given afterwards. Some of these rulings narrowed the definition of what procedures could be conducted and when they could be conducted. In June 2022, the US Supreme Court overturned Roe vs Wade with its finding on Dobbs vs Jackson Women’s Health Organisation. Abortion was no longer considered a constitutional right, which then meant pregnancy terminations became governed by a myriad of state laws both for, and against abortions.

    Some states went as far as to provide a legal shelter for their medical staff against legal measures out of state.

    Pharmaceuticals

    Historically, medicinal herbs and drugs used to induce an abortion risked causing kidney and liver damage. But we now have drugs available that can provide a much safer alternative. It’s these drugs that the digital abortion clinics rely on. The two most common are:

    • Misoprostol was developed in 1973. It’s used to induce abortions, but also has other uses including the prevention and treatment of both stomach ulcers and some forms of postpartum bleeding. It can also be used to induce labour during pregnancy.
    • Mifepristone developed in 1980, is typically used to induce abortions in conjunction with Misoprostol. It is also used on its own to treat high blood sugar levels in patients who also have hypercortisolism.

    Femtech

    Femtech as a term has only been around since 2016, but investment in the area of women’s health related technology has been growing over a decade. A few things were driving this. The personal nature of smartphones as a device. The explosion in software tools that allowed you to write apps and the availability of wireless technology stacks that hardware easier to connect. Finally, countries like the US started working on data privacy standards in the health space which were very important.

    2016 saw Nurx get funding for it to provide in-app ordering for birth control pills. So prescribing abortion inducing medications is a logical next step, in order to give women full control of their reproductive capabilities.

    femtech

    Telehealth

    COVID-19 accelerated the normalisation of digitally mediated health services including telehealth consultations and digital abortion services are now exception. If a woman chooses to have an abortion, it’s a big decision and the popular apps covered by Wired seemed to have a wide variance of user experience / provision of care.

    These clinics operate in different ways—some provide live video visits with doctors and nurse practitioners, while others offer asynchronous counseling—but many have experienced a record number of patient orders (and increased VC funding) over the past year.

    Poli K. (August 21, 2023) The Most Popular Digital Abortion Clinics, Ranked by Data Privacy. United States: Wired magazine

    Security issues

    Those software tools that allowed apps to be written easily often included API calls that enable privacy infringing tracking. For instance, a byproduct of the software tools used to make LGBTQI dating app Grindr’s locative nature risked exposing precise location data of gay men. Which is of concern in more socially conservative environments. Women using some digital abortion clinics face similar challenges.

    In US states, where the politicians thought that Margaret Atwood’s The Handmaid’s Tale was a how-to guide, rather than a societal warning; prosecutions in abortion related cases are using mobile data and search history.

    Wired worked with the University of Texas privacy lab to grade the post popular digital abortion clinics on the degree of risk they posed to their patients.

    The results were concerning and these problems can’t be mitigated through the use of a VPN or in-app settings.

    2023 app comparisons from a data security PoV

    Third-party data app sharing and data collection were used by the likes of Palantir to aid targeting people of interest in the global war on terror (G-WAT in security circles), and could be used in a similar way against women, if the state government were so inclined.

    The Wired article that inspired this post here. More health-related content here.

  • Gatekeeping + more things

    Gatekeeping

    I wish gatekeeping was a thing back in 2005 and 2006 when I was working on the international launch of Yahoo! Answers. The problem that we had was getting people to contribute answers to questions. Gatekeeping and the exhortation to not gate keep is about sharing knowledge and opinions freely – an in real life version of what we saw in early social publishing. Ironically gatekeeping stands in sharp contrast to oversharing as a social faux pas. The kind of knowledge that concerns about gatekeeping is particularly opposed to is opinion based knowledge or NORA.

    Now ‘your jam’ is no longer your jam, but instead offered up to be other people’s jam instead. Your individuality ready to be cloned at a moments notice. Will everything descend to being ‘basic’ or mainstream? Does it disincentivise possessing good taste?

    gatekeeper

    What the Internet’s Use of ‘Gatekeeping’ Says About PowerThe rise of “Don’t gatekeep” has reframed keeping things to yourself as a selfish act. But not everything is for everyone! And sometimes the act of sharing does more harm than good. I’m thinking of how Anthony Bourdain felt conflicted about sending droves of tourists to mom-and-pop restaurants. I’m thinking of gentrification and what happens when certain neighborhoods are positioned as hidden gems.

    Beauty

    Why Groupe L’Occitane may delist from the Hong Kong stock exchange | Vogue Business

    Consumer behaviour

    My Generation, by Justin E. H. Smith – captures a sense of now rather than a generation

    Economics

    Study Times op-ed shoots down new policy options | Pekingologytranslation from an article from the Study Times. Comments on infrastructure are particularly instructive in terms of the view point that they reflect: To debunk views such as “infrastructure overcapacity is wasteful,” “promoting infrastructure equates to taking the old path that’s inconsistent with high-quality development,” and “limited space,” it’s crucial to fully understand the role of infrastructure investment from a holistic perspective of national economic development. Infrastructure investment doesn’t only interact with the expansion of aggregate demand to stabilize economic operations, but also enhances macroeconomic efficiency, improves people’s living standards, and robustly supports high-quality development. Overall, there’s no issue of excessive infrastructure. On the contrary, there are areas that hinder the efficiency of the national economy and the improvement of people’s living standards. China’s per capita infrastructure capital stock only accounts for 20% to 30% of the developed countries, and public facility investments per rural resident are only about a fifth of an urban dweller, indicating potential for investment

    New analysis reveals how Porsche-VW ‘short squeeze’ distorted the stock market | The University of Kansas 

    Energy

    US airlines ally with farmers to seek subsidies for corn as jet fuel | Financial Times 

    FMCG

    Reckitt Benckiser: too many sterile quarters leave share price flat | Financial Times 

    McDonald’s Hong Kong and Kevin Poon “Coach McNugget Art World” Exhibition | Hypebeast – via Ian at Deft. This was to celebrate 40 years of the McNugget. McDonald’s have always done some smart cultural marketing work in Hong Kong (such as an McDonalds Big Mac themed issue of Milk magazine). Hong Kong seems like a natural home for these things, I remember activating a Coke Zero x Neighborhood collab while there.) But it isn’t only a Hong Kong thing, McDonalds has done some strong cultural marketing internationally as well: from the Cactus Jack happy meal to a bounty programme for rappers that namedropped McDonalds on their mixtape over the years. As my friend Ian observed this is at odds with their current UK positioning ‘ McDonalds is the perfect place for estranged parents to meet their kids for awkward conversations’. The implication in that McDonalds restaurants are a lower rent third space (than Starbucks or Costa) positioning. I have welcomed their value-priced coffee and breakfasts at the end of an all-nighter on a pitch or a long drive. But the UK’s the third space aspect loses all the joy that McDonalds manages to imbue in their children experiences – the treat, the birthday party, the expectation of picking up a much wanted toy in a happy meal. The child to adult disconnect in the experience is something cultural marketing like this can help bridge if done in the UK.

    Gadgets

    US Feature Phone Market Stages Comeback as Gen Z, Millennials Advocate Digital Detox | Counterpoint Research – the reasons are more diffuse than this article is letting on. People like my parents are being forced to get new feature phones by network upgrades. Some people can’t use a smartphone and then there is the digital detox brigade which spans generations, people who need tough phones AND people still needing second phones

    Germany

    TSMC’s New Fab in Germany – by Jon Y – focus around automotive just has Germany has been caught on the wrong side of the move to electric cars

    Chinese responses to Germany’s China strategy: Attack abroad, assuage at home | Merics

    Health

    Unravelling the Link Between Socioeconomic Status and Obesity | INSEAD Knowledge

    Hong Kong

    Hong Kong’s corporate lawyers test boundaries as Beijing’s influence grows | Financial Times – legal practitioners, including corporate lawyers, are concerned the broadening scope of a sweeping national security law could jeopardise the independence of the city’s legal system, a legacy of British administration, as Beijing tightens its grip. “There is general concern . . . that people are not fully understanding where the boundaries lie,” said a senior corporate lawyer with a global firm who has worked in Hong Kong for more than two decades

    The Great Dilution: Hong Kong’s Changing Population Mix | Asian Sentinel

    Hong Kong delays Jimmy Lai trial as police question woman linked to exiled lawmaker | Radio Free Asia

    Innovation

    FDA Largely to Blame for Physicians’ Misperceptions on Nicotine | RealClearPolicy

    Materials

    DARPA looks to monetise the Moon | EE Times 

    Media

    Artificial Intelligence Lawsuit: AI-Generated Art Not Copyrightable – The Hollywood Reporter

    Online

    What is dark social and why does it matter for your brand? – New Digital Age 

    ICANN warns UN may sideline techies from internet governace • The Register – move towards China’s vision of cyber-sovereignty

    Retailing

    Small retailers and fans step in as Nike refuses to make replica Mary Earps shirt | England women’s football team | The Guardian 

    Security

    US nuclear submarine weak spot in bubble trail: Chinese scientists | South China Morning Post

    New Supply Chain Attack Hit Close to 100 Victims—and Clues Point to China | WIRED and Dark Reading’s take: Chinese APT Targets Hong Kong in Supply Chain Attack 

    Daring Fireball: ‘Changes to U.K. Surveillance Regime May Violate International Law’As I see it, the most likely outcome is that the U.K. passes the law, thinking that the grave concerns conveyed to them by the messaging services are overblown. That the platform providers are saying they can’t comply but they really just mean they don’t want to comply because it’s just difficult, not impossible. And when it becomes law, the platforms will hand it off to the nerds, the nerds will nerd harder, and boom, the platforms will fall into compliance with this law. That’s what they think will happen. What will actually happen, I believe, is that E2EE messaging platforms like WhatsApp (overwhelmingly popular in the U.K.), Signal, and iMessage will stop working and be pulled from app stores in the U.K., full stop. The U.K. seems to think it’s a bluff; I don’t

    Singapore

    Money Laundering Bust Puts Foreign Wealth in Singapore on Notice | Asia Sentinel – if that occurred at the behest of the China then we’re likely to see flight overseas from Singapore. It’s also interesting that these raids have come soon after China arrested a Shanghai immigration consultant to get hold of their database of UHNWI overseas (predominantly in the US). They second question I had would be why Singapore would cooperate with China on this?

    Software

    Now is the time for grimoires – by Ethan MollickWith the rise of a new form of AI, the Large Language Model, organizations continue to think that whoever controls the data is going to win. But at least in the near future, I not only think they are wrong, but also that this approach blinds them to the most useful thing that they (and all of us), can be doing in this AI-haunted moment: creating grimoires, spellbooks full of prompts that encode expertise. The largest Large Language Models, like GPT-4, already have trained on tons of data. They “know” many things, which is why they beat Stanford Medical School students when evaluating new medical cases and Harvard students at essay writing, despite their tendency to hallucinate wrong answers. It may well be that more data is indeed widely useful — companies are training their own LLMs, and going through substantial effort to fine-tune existing models on their data based on this assumption — but we don’t actually know that, yet. In the meantime, there is something that is clearly important, and that is the prompts of experts.

    Style

    Where Streetwear and Tech Cross Paths: ASUS Vivobook X BAPE® – one of the more cynical collaborations that I have seen with streetwear brands

    Technology

    Deal to develop generative AI on quantum computer | EE Times – how will quantum computing affect a GPT type Bayesian model?

    Web of no web

    Trybals is a YouTube channel that features people from the less developed parts of Pakistan and asks their reactions about different aspects of the modern world. It’s an interesting bit of anthropology. In this episode the panel gets to try a VR experience.

  • Geico advertising + more things

    Geico advertising

    What prompted me to write about Geico advertising was a stream of news from marketing services companies about the state of technology company advertising. At the time of writing Stagwell are just the latest marketing services firm after S4, IPG, Omnicom and WPP have pinned declining profits on a reduction in technology company advertising spend. Then this story broke about Geico advertising: Insurer Geico made more money after benching its famous gecko | Quartz – and my first reaction was that the wrong lessons might be taken away from this.

    Geico

    Geico advertising – a primer

    Geico îs an unfamiliar name to most people outside of the US. If you’ve read American magazines chances are there was a print ad or two in there with their iconic Gecko spokesperson. It’s a similar case on American television.

    Geico advertising and their Gecko are as familiar to Americans as the meerkats of Comparethemarket.com are to your average Brits.

    The truth about technology marketers vs. Geico advertising

    Having worked with technology brands on and off for the past three decades, I have enough experience to know that generally, they aren’t great marketing organisations.

    Coinbase’s Super Bowl ad drove traffic to a site that fell over.
    Geico reinforced brand equity in the insurance space and pointed out their 24-hour claims hotline (I imagine that this isn’t an exclusive feature, but you wouldn’t know it from the advert).

    Growth mindset ≠ marketing mindset

    As organisations, they have a growth mindset, but not a marketing mindset. Before the internet, this meant a powerful field sales force organisation and marketing meant a bit of branding / design work coupled with case studies for the sales people. With the internet came constant iterative ‘growth hacking’ on digital channels, that mirrors agile software development rather than the best practices of marketing science.

    There is a good reason why organisations like the Ehrenberg-Bass Institute for Marketing Science are supported by FMCG manufacturers, luxury goods makers, media companies, marketing services firms and pharmaceutical companies, BUT has no technology company sponsors.

    The reasons are cultural in nature:

    • Engineering – if I haven’t heard of it or invented it then it’s not valid and you’re just a suit. At best great product is the marketing – and that’s great if you have a clearly differentiated great product which is self evident. The engineering mindset is also why they trust adtech and marketing automation services which outsource your marketing communications approach to a black box
    • Sales – marketing is just support. Which is the reason why my early clients (like old school Silicon Valley royalty LSI Logic) promoted long serving secretaries and administration staff into marketing roles
    • Even if they had a marketer who knew about Ehrenberg-Bass they wouldn’t be able to get in buy-in from the wider organisation to participate and they’d likely be fighting other dumpster fires elsewhere

    Secondly, their laser focus on data affects their outlook. To paraphrase the comedian Bill Hicks: they know the price of everything, but the value of nothing. Because they are only looking at short term data. Great marketing and advertising also has long term effects that both screws with the short term marketing data focus.

    Marketing and growth hacking are considered synonymous. It would seem ridiculous for me to to claim in any large marketing orientated organisation that sales and marketing are synonymous. The differences and complementary aspects of both would be well known. Yet in technology companies, this isn’t the case.

    By contrast Geico as a brand is an organisation who understood marketing. You make your car or house insurance decision at best once a year (though there is friction in making a change).

    The technology sector approach would be for Geico to bid on search ads and aggregators to acquire customers and then do direct mail or email when it comes to renewal times. But Geico advertising does something different. Geico advertising builds mental framework, so that Geico means car insurance and will be one of the brands that you consider.

    This achieves a few things:

    • You are less likely to move away from Geico, you may not love them, but searching for an alternative might be too much of a hassle.
    • You may be reassured that you have chosen ‘the’ car insurance
    • It helps new customers get over the ‘which car insurance company to choose’ decision
    • It helps with upsell on the products due to the reassurance of the brand

    Technology companies deal with these problems in a slightly different way:

    • Certification of engineering staff. If you are Microsoft certified or Cisco certified, you are less likely to use open source software or Juniper Networks products respectively. It would be against your self interest and the investment in terms of time and money that you have made in your self development
    • Contractual lock-in – self explanatory
    • Technology lock-in. You can put your data or programming code into a particular system, but its much harder and more expensive to move on to another system
    • Owning the entire technology stack. This is the approach that Adobe Systems have taken, gradually acquiring over the years the entire marketing, workflow and creative systems used by ad agencies, media agencies and their clients

    So why was Geico advertising spend cut?

    This is the crux of my point about how the wrong lessons might be taken away from the Geico advertising spend cut, with no ‘apparent’ impact.

    There are a number of good reasons why Geico made the cut in advertising spend:

    • There was a cut in insurance sector advertising overall, so that Geico maintained or even grew its relative share of voice while spending less. This should see it emerge with improved economic performance over time. Procter and Gamble became the behemoth it now is by INCREASING advertising during the great depression of the 1920s. So the idea of relative share of voice and its relationship to market share is older than I am. Further more research by the IPA has found that holding or increasing relative share of voice during a downturn has a positive impact for business performance over a five year period
    • Geico may have managed to make some efficiency gains, this is most likely to occur in brand activating activities

    There is also a bad reason: saving money in the short term. Kraft Heinz cut marketing to the bone under the guise of zero based budgeting (ZBB) – which made a mockery of ZBB as a concept. Kraft Heinz shares massively underperformed and were down 60% in the last 5 years, compared to the S&P 500 having gone up 69%. If Geico is following this route then it bodes ill for the long term performance of the business.

    Without us knowing the real reasons and focusing on the short term measure, it reinforces a growth hacking mindset.

    Beauty

    Beauty hotspots: Why global giants are circling Australian brands | Vogue Business – well developed brands, celebrity and influencer brands have less longevity and are over-priced by comparison

    Trends Shaping the Future of the Skincare Industry | Mintel 

    Farfetch to shut down its beauty business | Vogue Business – interesting e-commerce specific issues

    Business

    A Chinese Electronics Empire – The Wire China  – on Midea

    China

    The China Convergence – by N.S. Lyons – The Upheaval

    Chinese developer’s cancelled share placement fuels property sector woes | Financial Times – this is interesting as Country Garden is one of the country’s better run developers and hasn’t done as many things that could be considered hubristic in nature. And the second shoe drops: China’s Country Garden misses bond payments as turmoil grips property sector | Financial Times

    Anger in China over plan to use cities as ‘moat’ to save Beijing from floods | China | The Guardian

    China’s embassy to Russia criticises treatment of citizens at border | Reuters 

    Weekly news roundup: China’s strides and setbacks in semiconductor self-sufficiency and other top stories – interesting that China is going for self sufficiency across all aspects of semiconductors from raw materials to processes

    Reckoning in China: Behind Xi Jinping’s Firing of Top Beijing Officials | Daily Beast

    White House unveils ban on US investment in Chinese tech sectors | Financial Times 

    Chinese economy falls into deflation as recovery stumbles | Financial Times 

    China’s Plan to Rule the World’s Smart Devices, FCC Urged to Act | Newsweek

    Consumer behaviour

    Invasion of Food Delivery Robots is Driving People to Vandalism and Theft | Futurism – no opportunity is bringing out the worst in some people

    Hard times mean no sustainability premium in North America | WARC | The Feed – every single economic recession this comes around and marketers are surprised. Time to pay attention to what the longitudinal research data says. I really like the work that Gallup have done on macro trends and the American consumer, in particular their work on attitudes to the environment.

    Culture

    Remnants of curry dating back 1,800 years found on stone tools in Southeast Asia is oldest outside India | South China Morning Post 

    Economics

    Risk perceptions and economic activity in the United Kingdom | Bank Underground

    VC Optimism Returning But More Pain Ahead In Their Portfolios | Hunter Walk 

    Energy

    The growth of lithium-ion battery power | The Economist – hitting a natural limit of price / energy provided

    Gadgets

    Apple seeks to bolster expertise in generative AI on mobile devices | Financial Times

    Germany

    Bertelsmann Investments to plough $700mn into Chinese start-ups | Financial Times

    Health

    ‘Pokémon Sleep’ Review: Sleep-Tracking Game Made Me Into Snorlax – gamifying sleep. Pokemon Sleep has surged to 3.2M global downloads and an estimated $130k in daily revenue according to SensorTower data. The app ranked in the top 5 in the U.S. Games charts. It’s even more popular in Japan (the home of Pokemon), where it’s number 1 across the App Store categories

    MSLs drive 1.5x adoption in first six months | Klick Wire – launch tactic

    Hong Kong

    Bruce Lee’s legacy squares up to modern life in Hong Kong | Reuters

    ‘Long-distance’ is the new ‘soft’ | Big Lychee, Various Sectors

    Canadian Case Exposes Hong Kong Developer’s Corporate Ties to Chinese Criminal Underworld – OCCRP 

    How to

    INFER Public | The Pub Blog – Using AI to improve your forecast rationale 

    Japan

    FEATURE: Samurai and Son – The Oral History of SHOGUN ASSASSIN! – Tokyoscope has the inside track on the American version of Lone Wolf & Cub part two

    Luxury

    Bentley’s global sales drop 4pc in first half of 2023 | Luxury Daily 

    Marketing

    Using attention to scale creative excellence at Mars | WARC – Sales, distinctive assets, and attention to advertising are the go-to metrics to guide marketing decisions at Mars. Mars use Attention as a pre-testing tool, to inform creative choices in digital and also proxy in TV. Mars believe that an execution with a better attention score will travel across media channels better and will be a safer bet for you when you need to make a choice. Measuring Attention is a key element in helping us improve the creative hit rate. Advertisers should question how they measure consumer responses and focus on measures of real consumer behavior.

    Thinkerbell co-founders on life after PwC – by Tim Burrowes 

    Materials

    Musk still mulling massive Tesla plant for Indonesia | Asia Times – Indonesia is one of the biggest supplies of Nickel in the world and have been focused on exploiting it in a way that maximises the economic benefit to Indonesians

    Media

    Advertising has reached a new low in the age of podcasts | Financial Times and WPP & Spotify announce first-of-its-kind global partnership | WPP 

    Influencer Marketing on Instagram: Empirical Research on Social Media Engagement with Sponsored Posts and Sponsored posts and microinfluencers deliver greater engagement on Instagram | WARC – Sponsored posts of social media influencers (SMIs) outperformed their non-sponsored posts in terms of generating more comments and “likes” than NSPs. The average number of engagements for sponsored posts was 1,559.2, beating a comparative figure of 1,157.4 for non-sponsored posts. Median engagement totals for sponsored posts came in at 747, while the median engagement for NSPs stood at 401.

    Online

    China proposes tighter limits on children’s use of tech | Financial Times

    How effective is Russian propaganda? | Financial Times 

    LinkedIn Workplace Halts Services in China Starting Today – Pandaily – I was a bit surprised as I thought Linkedn had left a few years ago

    Security

    UK defence group BAE Systems lifts profit forecast as military spending soars | Financial Times and Britain’s investors shy away from UK defence companies | Financial Times 

    The untold history of today’s Russian-speaking hackers | Financial Times 

    Former U.S. Officials Urge New Export Alliance on China – EE Times 

    Microsoft downplays damaging report on Chinese hacking its own engineers vetted – this could go bad for Microsoft: US senator victim-blames Microsoft for Chinese hack 

    Five Eyes nations list 12 most exploited vulnerabilities • The RegisterFortinet products are coming off very badly in this list

    Fortinet’s security issues have aligned with a reluctance for customers to upgrade their business with the company

    Exclusive: North Korean hackers breached top Russian missile maker | Reuters

    On publicizing Chinese hacking success – by Graham Webster – really interesting observations here

    Drug-related killings add to instability in Syria’s south | Asia Times 

    Software

    Should an AI bot making $1mn really be the next Turing test? | Financial Times – also what does it say about being human?

    Zoom wants to train its AI on content from all user calls | Quartz – combine the legal overreach with concerns about Zoom’s connections with the Chinese government and you can see how bad this is likely to get

    Style

    Yeezy drops are still boosting Adidas profits | Vogue Business 

    Technology

    AMD Q2 – Building Momentum? | Digits to Dollars 

    Radar Trends to Watch: August 2023 – O’Reilly 

    White House unveils ban on US investment in Chinese tech sectors | Financial Times 

    Web of no web

    Taiwan’s satellite supply chain empowering international market entry

  • Chip War

    It has taken me far too long to finish Chip War and write this review, so apologies in advance. Chip War was one of the FT’s best business books of 2022. In reality it’s a book about history, that happens to feature businesses.

    Chip War

    The lens shaping everything else that I have written here

    I am a sucker for books on the history of technology and Chip War was right in my wheelhouse. It complemented, rather than overlapped some of my existing favourite technology history books like Bob Cringely’s Accidental Empires, John Markoff’s What The Dormouse Said or most of Michael Malone and Steven Levy’s output to date.

    The author

    The author Chris Miller wasn’t a familiar name to me. Unlike Cringely, Markoff, Malone or Levy; Miller is an academic rather than a former journalist. Miller currently teaches international history at Tufts University. Chip War wasn’t his first book, his previous ones have focused on Soviet and Russian history. As a technology sector outsider, Miller’s Chip War has a very different tone my other favourite books from the genre.

    It also allowed Miller to view the history of semiconductors in terms of a global perspective, that I hadn’t previously seen done.

    On to Chip War itself

    Other reviewers have used words like ‘outstanding’ and ‘epic’ to describe the book – which while being a reasonable guide to overall quality and length of read aren’t really all that helpful. It took me six months to read as a casual book. This is partly down to a hectic work schedule and that its a long book. I suspect that some readers when they reviewed the book seem to have thought ‘long’ as difficult to read. It’s actually 351 pages ignoring acknowledgements and the footnotes at the back of the book. Being an academic Miller worked hard to source everything in Chip War.

    The book starts in the post-war period as the defence industry moves from being focused on hammering steel to developing smarter systems using semiconductors. That road takes the book past Texas Instruments and the early Silicon Valley of Bob Noyce and other members of the treacherous eight.

    The book also zooms out to cover the Soviet Union’s failed efforts to replicate Silicon Valley as well as domestic industrial espionage and the start of globalisation which begat the current industry.

    The Japanese challenge is covered in depth as is the rise of Korea including challenges that the industry faced in the early 2000s. The rise of Taiwan and its use of semiconductors as a hedge against invasion from the mainland. European tool maker ASML gets its own section, which is a case study in how to make a virtue of necessity. Finally it covers the technology conflict with China. Bring this up to date circa 2022.

    If you are student of Silicon Valley history, then Chip War is unique in the way it puts everything in context. There were some completely new parts to me such as the political role that Sony founder Akio Morita played in advocating for a robust Japanese semiconductor industry as part of reasserting Japanese importance internationally.

    You can get hold of Chip War here. More book reviews here.

  • The politics of Prada + more stuff

    The Politics of Prada

    The politics of Prada challenged what I knew about the luxury brand. I knew that Prada started off as a handbag company that then pivoted into apparel. I also realised that some Prada items probably borrowed from military clothing design and fabric technology, such as Prada’s iconic black Pocono fabric backpacks.

    prada

    This is pretty common across Italian design with Stone Island CP Company being prime examples. If you would have asked me about the politics of Prada, I would have expected it to be part of the wider anarcho-far left hatred of all prestige brands.

    I didn’t realise that Miuccia Prada’s clothing designs reflected her own left wing, pro-feminist politics. The connections of Prada with yachting has less to do with the politics of Prada and more to do with the passion of her husband and business partner Patrizio Bertelli.

    One forgets how politics in Italy, had elements of the far left with the Communist Party and the Red Brigades pitted against reactionary right including the Propaganda Due (P2) masonic lodge and the Bologna central station bombing on August 2, 1980. The politics of Prada is by its nature Italian. More related content here.

    Aimé Leon Dore x DJ Stretch Armstrong

    Aimé Leon Dore got Stretch Armstrong in for a set playing sublime vintage soul 45s.

    Scott Galloway on the intersection of economics and technology

    Professor Scott Galloway on the intersection of economics, social trends, consumer trends and technology.

    Iran-Contra affair

    The Iran-Contra affair was how the president Reagan administration, specifically ‘rogue’ elements within it like Oliver North and John Poindexter, came to swap heavy weaponry with the terrorist sponsoring government of Iran in exchange for the release of American hostages, and how money from these deals came to be diverted to a secret and illegal war in Central America.

    Sean Munger provided one of the best accounts of it that I have seen outside of the Congressional report.

    The most Hong Kong thing I saw all week

    HKIB News – a cable and online TV news channel featured a news story about the first trip of local bus company KMB’s electric double decker bus. At the bus stop was a mix of young and middle aged (mostly) male business enthusiasts. In Hong Kong, bus enthusiasts is much more mainstream in the UK. There are shops that sell die-cast scale models of buses in different liveries, so you can get an exact period-correct bus. Bus enthusiasm and the continued popularity of radio controlled car builds as mainstream hobbies were two distinctive aspects of Hong Kong culture for me.

    Much of this is down to the limited size of Hong Kong and the public transport infrastructure. Generations of small children have enjoyed some of their happiest memories starting and ending with a bus trip. Buses are the first line of public transport. Hong Kong, (and Singapore) have a good number of young men and women for which it is the dream career. Which is remarkable given that these are part of the developed world and have a good education system.

    Instead in the UK, you have a job that pays minimum wage that no one dreams doing.