Category: technology | 技術 | 기술 | テクノロジー

It’s hard to explain to someone who didn’t live through it how transformation technology has been. When I was a child a computer was something mysterious. My Dad has managed to work his way up from the shop floor of the shipyard where he worked and into the planning office.

One evening he broad home some computer paper. I was fascinated by the the way the paper hinged on perforations and had tear off side edges that allowed it to be pulled through the printer with plastic sprockets connecting through holes in the paper.

My Dad used to compile and print off work orders using an ICL mainframe computer that was timeshared by all the shipyards that were part of British Shipbuilders.

I used the paper for years for notes and my childhood drawings. It didn’t make me a computer whiz. I never had a computer when I was at school. My school didn’t have a computer lab. I got to use Windows machines a few times in a regional computer labs. I still use what I learned in Excel spreadsheets now.

My experience with computers started with work and eventually bought my own secondhand Mac. Cut and paste completely changed the way I wrote. I got to use internal email working for Corning and internet connectivity when I went to university. One of my friends had a CompuServe account and I was there when he first met his Mexican wife on an online chatroom, years before Tinder.

Leaving college I set up a Yahoo! email address. I only needed to check my email address once a week, which was fortunate as internet access was expensive. I used to go to Liverpool’s cyber cafe with a friend every Saturday and showed him how to use the internet. I would bring any messages that I needed to send pre-written on a floppy disk that also held my CV.

That is a world away from the technology we enjoy now, where we are enveloped by smartphones and constant connectivity. In some ways the rate of change feels as if it has slowed down compared to the last few decades.

  • CX research + more things

    CX research

    IPSOS conducts CX research on an annual basis. They surveyed 1,000 CX (customer experience) specialists around the world about the current state of CX in their businesses. The IPSOS CX research painted a complex picture of organisations. Key take outs of the CX research:

    • 82% of respondents believed that CX investment will provide a competitive edge, but only 52% were expecting an increase investment over the next 12 months.
    • 28% of respondents admitted that their organisation’s CX was worse than promised and only 15% of respondents consider their organisations ‘CX leaders’.
    • Only 52% have CX governance policies in place.

    At the present time the majority of CX leaders have data integration issues and 46% now have to integrate AI as well, adding to their business challenge.

    Beauty

    Hailey Bieber Fulfills Glazed Donut Promise, Announces Rhode x Krispy Kreme Collaboration – Fashionista – via BBH Singapore’s Culture Bleats newsletter

    Business

    Games Workshop: model maker represents the best of Britain | Financial Times

    China

    Foxconn offers higher hourly rates for workers in Shenzhen at its Huawei production unit than its iPhone operation | South China Morning Post Foxconn’s FIH unit manufactures handsets and electronics devices for Huawei and other smartphone firms. Although China remains its most important production centre, Apple has been diversifying its supply chain amid rising geopolitical tensions.

    China denies claims of iPhone ban, but leaves vague hints | DigiTimes

    China’s coming lawfare offensive | Financial Times 

    Consumer behaviour

    By far the biggest risk factor for suicide is being male | Of Boys And Men 

    Culture

    The news report that drove mainstream interest in the new romantics or blitz kids as they are sometimes known.

    Economics

    Omdia: Semiconductor Industry Reverses Downtrend, Achieves 3.8% Revenue Growth in 2Q23

    CALM highlights the financial worries of the nation and its affect on mental health | Creative Moment

    The rise of surge pricing: ‘It will eventually be everywhere’ | Financial Times – this will drive inflation as it maximises revenue more efficiently

    Ethics

    Environmentally friendly clothing brand Patagonia gets called out about the ‘greenwashing’ design of its buffalo work boots by the Rose Anvil YouTube channel who specialise in analysing boot and shoe design.

    Finance

    $56M in London property tied to alleged China crime ring — Radio Free Asia 

    Health

    Juul got young people hooked on nicotine—Blip wants to help them quit | Fast Company

    How to

    Project Gutenberg Audio books – thanks to our Matt

    Ideas

    John Lanchester · Get a rabbit: Don’t trust the numbers · LRB 21 September 2023

    Innovation

    MEMS builds tiny space thruster that runs on water | EE News Europe – Researchers at Purdue University showed a water-based thruster for nano satellites in 2017.

    No-hands driving | Axios – on ADAS

    Thermoelectric Cooling: Paving the Path to AV Safety – EE Times 

    Luxury

    Timed out! Rugby World Cup 2023 referees not wearing watches due to sponsor dispute | Stuff.co.nz – in some ways Tudor are very much like their big cousin Rolex. This move came across as petty, the problem is that Tudor seems to have made mistakes in its sponsorship and doesn’t have the gravitas of Rolex.

    Daring Fireball: Hermès Still Sells Leather Apple Watch Straps, But Only Through Their Own Store – which is very different to the impression that Apple gave during their autumn keynote ‘Wanderlust’ event.

    Standard Model: The Chanel J12 Eclipse Set – LUXUO – interesting, particularly given the manufacturing problems that Rolex has had with dual colour ceramic bezels. Chanel has managed to master this and master it across the whole watch. Matching bezel and case divisions.

    Interesting analysis on supercar prices.

    Profile of Lacoste.

    Marketing

    A few days of lunch time viewing from the IPA (Institute of Practitioners in Advertising) media planning and strategy summit. Interesting mix of presentations and case studies.

    Really interesting case study on McDonalds and how the brand has evolved over two decades in the UK.

    KFC’s Colonel Sanders in Street Fighter 6 is finger breakin’ good | Yahoo! News – has also transformed wardrobe with a Loro Piana look.

    The Unspoken Truth About CMO Churn | AdWeek 

    Online

    Labs | Last.fm – I have used last.fm for 20 years and still love their experimental data visualisations.

    China Sows Disinformation About Hawaii Fires Using New Techniques – The New York Times – using LLMs to generate misinformation materials.

    How social media killed the protest | Financial Times 

    New emoji launch in association with Unicode which goes into how emojis became mainstream.

    Security

    Inside The Ransomware Attack That Shut Down MGM Resorts and more here: MGM, Caesars File SEC Disclosures on Cybersecurity Incidents | Dark Reading

    China’s de-risking strategy predates US, EU efforts | Quartz – it goes back to the 1980s efforts of China.

    Saab buys into unicorn AI startup | EE News Europe – the focus includes use of autonomous vehicles (land, sea and air), electronic warfare and surveillance capabilities.

    How I got to know Westminster’s ‘Chinese agent’ | The Spectator and China trying to headhunt British nationals in key positions, UK says | Reuters. Sunak admits UK needs more investment to combat China’s security challenge | Financial Times – it’s going to have to get smart soon.  

    Lithuania gets called out: Revealed: The Country that Secretly Wiretapped the World for the FBI | 404 Media.

    Software

    Centaurs and Cyborgs on the Jagged Frontier | One Useful Thing – on AI futures

    Style

    The evolution of sneakers from functional kicks to high-value commodities – ABC News

    Taiwan

    Taiwanese civilian drone suppliers are tapping into the defense sector | DigiTimes

    Technology

    Huawei’s Kirin 9000S chip made by SMIC is only a breakout, not a breakthrough


    What This Year May Well Bring for the eFPGA  – EE Times
    – embedded FPGAs allow for in-life product upgrades

    Telecoms

    How two SATCOM companies are responding to Starlink’s dominance 

  • October 2023 newsletter – 3rd time’s the charm

    October 2023 newsletter introduction

    As I write the October 2023 newsletter. it’s getting noticeably darker outside earlier, but the sunrises reward us with a wider variation of colours. And we all have Halloween to look forward to. This is the third issue and I am still finding my way writing these things. I hope that the third time’s a charm, but I will let you be the judge of that. You can read the earlier ones here.

    Strategic outcomes

    I looked into where the phrase ‘third time’s a charm’ came from. Apparently it comes from Old English Law, if a prisoner survived three attempts at hanging and survived, they would be set free.

    Last of Days

    You can find my regular writings here and more about me here. Let’s get it started!

    Things I’ve written.

    • Climate despair – how NGOs and companies are failing young people in the way they talk about climate change and what they can do to change their communications to increase active participation in reducing the degree of climate change.
    • Technopolarity – how technology is subverting the power structures of elected governments and instead empowering the likes of Elon Musk.
    • Clustomers – how Intuit MailChimp’s ad campaign, whilst clever, might reinforce C-suite misconceptions around marketing and advertising

    Books that I have read.

    • These 38 Reading Rules Changed My Life – RyanHoliday.net – whilst its not a book, it does contain great advice for readers
    • Tiny Habits by BJ Fogg. Fogg’s simple model for understanding individual behaviours has helped drive everything from health campaigns to online services. Tiny Habits how consumers and businesses can help foster behavioural change, one tiny habit at a time. More on my review of the book here
    • The long awaited Mick Herron book The Secret Hours did not disappoint. It’s from the Slow Horses universe, but not a Slough House story per se. More than a nod to Boris Johnson’s stint as foreign secretary and prime minister. I will leave it at that rather than give you plot spoilers.
    • China A History by John Keay. Keay’s book was recommended to me by a number of people. In 535 pages he attempts the impossible in terms of covering China’s history as a civilisation through the start of Xi Jinping’s first administration. It’s a dense read – it’s well written, covering the complexity of history well. The current communist government is barely a footnote (ok exaggerating a bit here), but it puts things in perspective.
    • Spain A History edited by Raymond Carr. The book highlights the notable trends, intellectual and social, of each particular era in its history. Roman rule created the notion of ‘Spain’ as a distinct entity. The chapters on the Visigoth monarchy, Moorish Spain, the establishment, an empire, the eighteenth-century Enlightenment, all chart the cultural, political and economic arc of Spain. It then goes on to explore 19th century liberalism and the pivot during much of the 20th century towards authoritarian rule, followed by a return to democracy and onwards up to the 21st century. My favourite chapter was about the Visigoths, which was a period I didn’t know much about prior to reading this book – the author did a particularly good job of bringing the Visigoths to life on page. 

    Things I have been inspired by.

    Halloween. I have been looking forward to the holiday for at least a month. Growing up in an Irish household with rural origins, I had an appreciation of the changing seasons and loved the traditions around Halloween, especially tales of the fairy forts and the banshee. It’s also a big money earner, in the advertising world allowing for interesting tactical executions that couldn’t otherwise be attempted. Outside advertising, ignoring increased food sales, a third of consumers will spend 51 – 100 USD on putting together their own costume, or buying one off the rack. The most hardcore 10% of those surveyed admitted to spending 250+ USD.

    I was not into costumes, instead I look forward to the most is my Mum’s barmbrack. For the first time in a few years my Mum baked a few barmbracks and sent one of them to me. It’s a Halloween tradition. The barmbrack itself is a spicy fruited bread with a texture somewhere between brioche and and a pan loaf. Traditionally, the brack would contain a ring or trinket, which would turn up in a random slice.

    When I was small, commercial bakeries still used to have a an aluminium ring that looked like it was from a cheap Christmas cracker contained wrapped in greaseproof paper baked into the brack.

    barmbrack

    Downloadable recipe PDF here (Dropbox) or here (Google Drive) if you fancy baking your own over the weekend.

    While we’re on the subject of food, Hope & Glory’s collaboration between Lick paint and Heinz ketchup for a ketchup shade of wall paint creates talkability, though I wouldn’t be buying it for my own home.

    lick

    Buoyant Bob – I am stil not sure if Buoyant Bob is a social object, a brand, both or something else. Buoyant Bob was a successful entry into the US cannabis marketplace. The brief in the campaign was to work around restrictions in cannabis advertising and show it as the most fun brand in the space. 

    Buoyant Bob was released as a single: retail takeovers, vinyl records at dispensaries, and fans sharing Instagram Stories using “The Man Who Got So High” all followed.

    OnlyWatch – an auction in Geneva in aid of research Duchenne Muscular Dystrophy features one-off luxury watches from all of the major Swiss timepiece houses. Some of the entries are unique colour ways but Bulgari went the extra mile with their Octo Finissimo Tourbillon Marble. Their watches are already well known for being some of the thinnest timepieces available. A tourbillion is a demonstration of the watchmakers art. The one in this watch is just under 2mm thick – that’s just over double the thickness of a credit card for a moving mechanical assembly. And then they managed to cover the entire titanium case and strap of the watch in marble and make a marble dial – without making the watch any bulkier than its usual ridiculously slim case. It’s not something I would wear even if I could afford it, but I am in awe of the ingenuity. 

    bulgari one off for OnlyWatch 2023
    Bulgari for OnlyWatch – Octo Finissimo Tourbillon Marble

    Finally Dentsu Health published a great must-read byline on how media and entertainment can aid health equality. More here.

    Things I have watched. 

    I got to see The Boy and The Heron early at the BFI London Film Festival. You won’t get any plot spoilers from me here. Official release is December 26 in the UK, December 8 in Hong Kong. It’s Studio Ghibli, what else do you need to know?

    General Magic – a great documentary about a Silicon Valley start-up of the same name.. Back in the early 1990s General Magic was as visionary as Apple and as hyped as WeWork. If you’ve ever worked with a start-up or care about technology give it a watch. More on my thoughts here.

    The Pentagon Papers – Despite this being a made-for-TV film, James Spader does a great job of playing Daniel Ellsberg; the RAND researcher to gave the materials to the media. In terms of pacing acting and storytelling, I would put this on a par with Robert Redford and Dustin Hoffman’s film adaptation of All The President’s Men

    Tampopo is a beautifully shot Japanese film with comedic moments that tells the story of a widow, her son and their ramen shop. More on what I thought of here.

    A relatively modern Halloween tradition in the Carroll family has been watching It’s The Great Pumpkin, Charlie Brown – recommended for young and old alike. While my Dad and I usually end up watching The Crow later on.  If you want more classic horror, then you could do worse than watching the livestream by the Creature Features show.

    Useful tools

    ITV Adlabs and Magic Numbers recovery budget planner

    Pretty much essential to look at if you have responsibility for UK media spend at a brand. This allows you to examine various scenarios and see likely outcomes based on media spend. More here.

    Google bundles generative AI and LLM with search

    I downloaded Chrome especially to try this out, it looks a bit more mature than Bing’s initial integration of ChatGPT. Go here to give it a try if you’re a Chrome browser user.

    Post-It Z-Notes

    You’re workshopping something with clients or thinking something through on your own – Post-It notes are key. The own brand ones can vary from really good to useless, so spend a bit more and get proper Post-It notes. In fact, I’d advise that you go one step further and get Post-It Z-Notes. The notes alternate sides in terms of where the ‘sticky end’ is and if you lift them from the pad you get a ‘Z’ before they peel away. They come away effortlessly and work brilliantly if you have them in a desk holder.

    Foldable wireless keyboard

    At the start of my career, I used to have a Palm PDA ( personal digital assistant – think a smartphone, without the phone and communications bit). I also had a long commute to Luton on a daily basis. I got a lot of reading and writing done thanks to a ‘Stowaway’ foldable keyboard made by a company called Think Outside. The company no longer exists, but the desire to be able to turn my iPhone into a simple writing tool lives on. Recently, I have been using this foldable Bluetooth keyboard. It folds up, can be used on a train seat table or even an economy class aircraft seat and recharges easily. The keyboard isn’t the usual rubbery mess that you tend to get in a lot of these devices. It’s one fault so far is that it feels flimsy, but I have already got my money’s worth out of it in just a few months. I fire up the iPhone’s notes app and get to work. I can then edit and refine once I have a bit more time on my Mac at a more convenient time.

    The sales pitch.

    Now taking bookings for strategic engagements or discussions on permanent roles. Contact me here.

    The End.

    Ok this is the end of my October 2023 newsletter, I hope to see you all back here again in a month. DON’T FORGET TO PUT YOUR CLOCKS BACK BEFORE YOU GO TO BED ON SATURDAY. Let me know what you think or if you have any recommendations to be featured in forthcoming issues. 

  • A Diamond is Forever + more things

    A Diamond is Forever

    DeBeers have resurrected their tagline A Diamond is Forever. What’s interesting is that DeBeers is focusing the campaign only in China and the United States. Whilst the heritage of A Diamond is Forever may resonate with the American audience. I am less sure about how it might resonate for Chinese consumers.

    While diamonds are a good store of value, the move towards guo chao – Chinese things for Chinese people is another dynamic that may affect receptivity.

    DeBeers

    Beauty

    Gen X men prefer gently-scented bodycare products over heavily-scented ones | MintelDespite having body odour concerns, Gen X doesn’t go for heavily scented products as they have dry, sensitive and acne-prone body skin. Among Gen X, itchiness, excessive sweat and rashes concerns stood out from those of other consumers. They are also concerned with the odour associated with the result of sweat.

    Japan’s Fukushima wastewater release sparks Chinese hesitation in J-beauty | Cosmetics Design Asia – much of this is down to how Chinese rhetoric has affected Japanese country brand perceptions around the purity aspect of quality.

    China

    EU to launch anti-subsidy probe into Chinese electric vehicles | Financial Times

    China’s business confidence problem | Financial Times 

    Chinese state media censors itself after highlighting poem about corrupt leaders | China | The Guardian

    Intelligence services set to unmask China spies | Daily Telegraph 

    Jeep Parts Prices Soar Over 10 Times in China After Local Producer Went Bust

    Economics

    The Pursued Economics of advanced economies.

    https://www.youtube.com/live/dYR8sF12TW4?si=Nq6ZFAGDcRHKbStT

    Future Horizons drops bearish stance, lifts chip market forecast | EE News Europe – still negative, but not as a large drop predicted, which indicates less precipitous economic decline.

    FMCG

    Welcome to the Anti-Woke Economy | The New RepublicA fledgling parallel economy has emerged on the right, hawking everything from coffee to vitamin supplements to anti-abortion protein bars. But can a business movement born of political and cultural grievance be viable over the long term?

    Health

    Breaking Through Depression; The Balanced Brain – reviews | The Guardian 

    An inconvenient truth: Difficult problems rarely have easy solutions | Behavioral and Brain Sciences | Cambridge CoreIndividual-level interventions are often interesting and easy to implement, but are unfortunately ill-equipped to solve most major global problems (e.g., climate change, financial insecurity, unhealthy eating). Resources spent developing, pursuing, and touting relatively ineffective i-frame interventions draw resources away from the development and implementation of more effective s-frame solutions. Behavioral scientists who want to develop solutions to the world’s biggest problems should focus their efforts on s-frame (system level) solutions

    Ideas

    The AI and Leviathan series examining what it means if AI did actually change everything including extreme techopolarity.

    • Part 1 – institutional economics of an intelligence explosion
    • Part 2 – preparing for regime change
    • Part 3 – techno-feudalism

    My friend Gerd Leonhard has a more techno-utopian view, but acknowledges his vision is a best case scenario.

    Innovation

    Sony harvests electromagnetic ‘noise’ and offers milliwatts EE News Europe 

    How to Depolarize American Democracy – by Dexter Roberts 

    Luxury

    How the metaverse downturn is benefitting digital designers | Vogue Business 

    Marketing

    Dentsu launches paid search tool that uses AI to speed up creativity and optimization – Digidayd.Scriptor — a new proprietary offering it’s developed to supercharge paid search, mainly in the area of ad copy development but also as a means to optimize and adapt execution. Dentsu is announcing the tool today, after pilot testing over the last several weeks. It’s meant to help with boosting the volume of creative messaging with an eye toward improved engagement rates, as well as to speed up the process of creative experimentation, and cut down on the time required to perform optimization tasks – the more variants that you cram into a Google Adwords programme the better a job it can do on optimising display based on what works. I spent a lot of time coming up with variants in spreadsheets to do this when I was freelancing

    Media

    Nobody Will Tell You the Ugly Reason Apple Acquired a Classical Music Label

    Exclusive: The Economist adds podcast subscription tier

    In Its First Monopoly Trial of Modern Internet Era, U.S. Sets Sights on Google – The New York Times – about two decades too late. The EU gatekeeper move is very interesting: Digital Markets Act: Commission designates six gatekeepers | European Commission

    CAA Sold to French Billionaire François-Henri Pinault – The Hollywood Reporter 

    Online

    We’re Updating our Community Standards – Linktree – changes on conditions, particularly focused on sex work, presumably to cover themselves from US legislation. There are also restrictions on regulated sectors like vaping and alcohol

    Can Yahoo Be Saved? How Apollo Is Rebuilding an Internet Icon — The Information

    Retail

    Levi’s chief digital officer on the strategy to triple e-commerce sales | Modern Retail

    Security

    New vehicles a “privacy nightmare” where you consent to carmakers collecting data on behavioral, biological, even sexual activity | Boing Boing 

    Afghanistan is the fastest-growing maker of methamphetamine, UN drug agency says | MACAU DAILY TIMES 澳門每日時報 

    Software

    LLMs have serious problems

    Apple Boosts Spending to Develop Conversational AI — The Information 

    When AI Begins to Replace Humans – by Rex Woodbury – how CAPTCHAs are improving machine learning

    China’s Horizon Robotics to Transfer Hundreds of Employees to Its JV With Volkswagen Unit

    Technology

    Groq Demonstrates Fast LLMs on 4-Year-Old Silicon – EE Times 

    Generative AI exists because of the transformer | FT

    Apple & Qualcomm – Gritted teeth – Radio Free Mobile

    TSMC to invest in Arm and Intel subsidiary IMS Nanofabrication | DigiTimes – the ARM investment will get the headlines but the more interesting technology is in the IMS Nanofabrication aspect of the deal

    Telecoms

    Network quality is still very important for German telco customers—but that’s only half the story – Kearney

  • General Magic

    General Magic has a reputation of being the technology equivalent of the Jordan-era Chicago Bulls, but it ended up going nowhere. I never got to see the device in person, it was only available in Japan and the US. It’s as famous much for its alumni, as it is for its commercial failure.

    Apple "Paradigm" project/General Magic/Sony "Magic Link" PDA

    This is captured in a documentary of the same name. For students of Silicon Valley history and Apple fan boys – the team at General Magic sounds like a who’s who of the great and the good in software development and engineering.

    General Magic started within Apple with a brief that sounds eerily like what I would have expected for the iPhone decades later.

    “A tiny computer, a phone, a very personal object . . . It must be beautiful. It must offer the kind of personal satisfaction that a fine piece of jewelry brings. It will have a perceived value even when it’s not being used… Once you use it you won’t be able to live without it.”

    Sullivan M. (July 26, 2018) “General Magic” captures the legendary Apple offshoot that foresaw the mobile revolution. (United States) Fast Company magazine

    The opening sequence tells you what the documentary is going to lay out. Over carefully curate images of Silicon Valley campuses, Segway riders and the cute bug like Google autonomous vehicle a voice talks about success and failure. That failure is part of the process of development. That General Magic has a legendary status due to its status as precursor to our always-on modern world and while the company failed, the ideas didn’t.

    Autonomous cars aren't nearly as clever as you think, says Toyota exec - Computerworld

    The genesis of the spirit of General Magic goes back to the development and launch of the Macintosh with its vision of making computers accessible. The team looked around the next thing that would have a similar vision and impact of a product. The Mac had got some of these developers on the front cover of Rolling Stone – they were literally rockstars.

    You get a tale of dedication and excitement that revolved around a pied piper type project lead Marc Porat, who managed to come to the table with a pretty complete vision and concept of where General Magic (and the world) would be heading. The archive of footage of the offices with its cool early to mid 1990s Apple Office products still amazes now. The look of the people in the archive footage, make my Yahoo! colleagues a decade later seem corporate and uptight by comparison.

    Veteran journalist Kara Swisher said that she started following the company because it was ‘the start of mobile computing, this is where it leads’.

    What sets the documentary apart is that it tapped into footage shot by film maker David Hoffman who was hired to capture the product development process. The protagonists then provide a voice over of their younger selves. Their idealism reaches back to the spirit of the 1960s. You can see how touch screen screens and the skeuomorphic metaphors were created and even animate emoticons.

    I’ve never known a development process with so much documentary footage. Having been in this process on the inside, the General Magic documentary portrays a process and dynamics that haven’t changed that much.

    The ecosystem that the startup assembled including AT&T, Apple, Motorola and Sony made sense given the ecosystem and power that Microsoft had behind it. It’s hard to explain how dominant and aggressive Microsoft was in the technology space. Newton came out as a complete betrayal and John Sculley, who is interviewed in the documentary comes across worse than he would have liked.

    The documentary also has access to the 1994 promotional film where General Magic publicly discussed the concept of ‘The Cloud’ i.e. the modern web infrastructure – but the documentary doesn’t dwell on this provable claim.

    Goldman Sachs was a key enabler, the idea of the concept IPO set the precedent for Netscape, Uber, WeWork and the 2020s SPAC fever.

    In a time when there is barely one thing changing the technology environment, General Magic were pursuing their walled garden of their private cloud and missed the web for a while. Part of this is down to their relationship with AT&T.

    The documentary covers how project management dogged the project. Part of the problem was perfectionism was winning over the art of the possible and not focusing on the critical items that needed to be done. The panic of having to ship.

    It’s about getting the balance between ‘move fast and break things’ versus crafting a jewel of a product.

    But shipping wasn’t enough, the execution of shopper marketing and sales training was a disaster. The defeat was hard given the grand vision. But the ultimate lesson is that YOU are not representative of the mainstream market.

    The documentary post-mortem featuring thinkers like Kara Swisher and Paul Saffo points out the lack of supporting infrastructure, that would take years to catch up to where General Magic’s Magic Link had gone. Paul Saffo uses a surfing analogy that I had previously read in Bob Cringely’s Accidental Empires about catching the right wave at the right time.

    John Sculley over at Apple made similar mistakes to the General Magic team which resulted in him being fired from Apple. Sculley makes the very human admission that being fired from Apple took him about 15 years to recover from personally.

    IBM Simon

    The documentary gives a lot of the credit (maybe too much of it) to General Magic as the progenitor of what we now think of as smartphones. The reality as with other inventions is that innovation has its time and several possible ‘inventors’; or what author Kevin Kelly would call ‘the technium’. This is the idea that technological progression is inevitable and that it stands on the layers of what has gone before, like fossils found inside rocks several foot deep. For instance, IBM created a device called Simon which was ‘smartphone’ which sold about 50,000 units to BellSouth customers in the six months it was on the market. Motorola – who were a General Magic partner also launched a smartphone version of the Apple Newton called the Motorola Marco in January 1995 and there are more devices around the same time.

    Reality is messy and certainly not like the clean direct line that the General Magic documentary portrays, even the Newton was only part of the story.

    The Wonder Years

    I was thinking about what I liked so much about the General Magic documentary. I immediately thought about it reminding me of my falling in love with the nascent internet and technology, which then bought me to the start of my agency career working with Palm (the company that eventually helped kill off General Magic’s product ambitions) and the Franklin REX which came out of sychronisation pioneers Starfish Software.

    But it was deeper than that. The Silicon Valley portrayed in the General Magic documentary wasn’t the dystopian hellscape of platform firms, generation rent, toxic tech bro culture and ‘churn and burn’ HR culture. Instead the General Magic documentary story represented a halcyon past of Silicon Valley portrayed in books like Where Wizards Stay Up Late, Fire In The Valley and Insanely Great. Where talented people motivated by a fantastic vision thing, with a user centred mission worked miracles. The darkness of fatigue and god knows what else is largely hidden by a Wonder Years TV show feel good nostalgia. Maybe it gives us hope again in the tech sector, despite Peter Thiel, Mark Zuckerberg, Tim Cook and Elon Musk? Maybe that hope might inspire something great again?

    Marc Porat’s personal tragedy and Tony Fadell’s business failure brings a hint of the real world through the door. The documentary uses Fadell’s link with the iPod and iPhone as a point of redemption, resilience, perseverance and vindication for General Magic.

    There’s also a cautionary tale full of lessons learned for new entrepreneurs, who often get the vision thing but forget about the details. More on General Magic here.

    More reviews here.

  • September 2023 newsletter – the difficult 2nd album

    September 2023 newsletter introduction

    The September 2023 newsletter time came around quickly. As I write this, it’s almost the end of September and it feels like no time since I curated the last edition. If you’re reading this, and it’s your first time welcome! If you read the pioneer issue; I hope that this isn’t the newsletter equivalent of the difficult second album.

    Strategic outcomes

    If this continues to go well I will put one out each month. You can find my regular writings here and more about me here

    Things I’ve written.

    Rolex Submariner 5512
    Rolex Submariner 5512
    • Analysis on the Bucherer acquisition by Rolex – which shook up the luxury sector in the run up to the end of August.
    • Psychotherapy and culture. How psychotherapy has been mainstreamed via culture, and in turn influenced culture.
    • Digital abortion clinics. How tele-health businesses are trying to address the challenges posted by US state abortion bans and how these services should be doing a better job protecting their patients, in particular their privacy.

    Books that I have read.

    • The Code by Margaret O’Mara. O’Mara’s work like my last month’s recommendation Chip War is a history of Silicon Valley. The key difference is that O’Mara approaches the history through the lens of the American political environment, whereas Miller’s Chip War considered it more in terms of global geostrategic politics. You can read more of my take on The Code here.
    • Deluxe – how luxury lost its lustre by Dana Thomas. Thomas’ book came out in 2008, but much of it is still relevant today, particularly around what my friend Jeremy dubbed the ‘Supremification’ of the luxury sector. You can read more of my take on Deluxe here.

    Things I have been inspired by.

    • Lately I have been listening to Kurena an album by Japanese jazz musician Kurena Ishikawa. I reviewed the album here
    • The Korean Cultural Centre in London has a series of rotating art exhibitions. I got to see Audible Garden by Jinjoon Lee. Lee is a multimedia artist. The exhibition usesculptures, drawings, a wall painting, prints, videos, and directional sound installation to create an experience that blends inside and outside landscapes. If you’re involved in creating experiences you’ll want to see it. The exhibition is on until October 13, 2023.
    • My friend Natalie Lowe runs The Orangeblowfish with her husband in Shanghai. One of the projects that they worked on was helping media agency Mindshare rethink their office space and employee brand through the power of comics.
    • We talk a lot about the benefits of neurodiversity in business thinking. But a less explored area is that of cognitive diversity. While Myers-Briggs Type Indicator is an imperfect measure, this work by UCL and Sense Worldwidehighlights the benefits of cognitive diversity in envisioning new possibilities. 
    Cognitive diversity
    • Swatch Group continues with its Mondelēz International -like brand mash-ups (a la Cadburys Dairy Milk x Ritz crackers), this time Swatch x Blancpain. I wonder what this does to luxury brand caché? I imagine that there will be a short burst of hype tempered by existing customers concern about paying $800,000 for a watch from a brand that also puts its name on plastic tat. Omega were a well known premium watch brand, often seen as a cheaper alternative to Rolex. Blancpain is the oldest brand in Swiss watchmaking with the longest most storied history of horology. It is a brand for die-hard watch fans, they made the first automatic self winding wrist watch and still make sophisticated complications like the 1735 Grand Complication and the highly regarded Fifty Fathoms range which pioneered modern dive watches. The company slogan has been:

    Blancpain has never made a quartz watch and never will

    Blancpain
    swatch x blancpain

    It seems the resale value on these watches on secondary market platforms has dropped almost immediately after launch.

    Finally Alzheimers Research put out a fantastic animated film to illustrate the impact of dementia on a life.

    Things I have watched. 

    Moving on from the French new wave works of Jean-Pierre Melville that I viewed in August, this month I revisited works from the Hong Kong new wave. Chow Yun Fat’s performance in the John Woo-directed film The Killer blew me away when I first watched it on VHS tape and still moves me today, more on that here. I followed this up with John Woo’s second best well-known film Hard Boiled. Watching it for the first time in several years, gave me a slightly different perspective on the film – I can see obvious influence it would have had on 1990s Hollywood – in particular the Die Hard series; but the ‘new wave cinema’ elements felt like stylistic add-ons rather than a crucial part of the story. 

    Netflix has a couple of sleeper Japanese language series:

    • Sanctuary is about the journey of a young man from a broken family in the world of professional sumo.
    • Informa is a tale of revenge and assassination played out in modern day Japan highlighting the close links between the yakusa, local politicians, the construction industry and the media.

    Useful tools

    Small fridge magnets

    Working with colleagues who had a fantastic whiteboard, this whiteboard was vast like the rolling door on a freight carriage. Everything was brilliant but for the fact that Post-It notes wouldn’t adhere at all to the surface for some reason. Thankfully, I’d had a run through on the room a few days before and found this out by accident. So I got some fridge magnets that were ideal for using with Post-It notes on the day. I now have three dozen of them in my loadout for in-person workshops.

    Flight Delay Compensation

    If like me you’ve had problems with airline delays and cancellations, Moneysavingexpert have put together:

    • An explanation of your rights
    • Links to tools that make claiming comparatively painless

    More here.

    The sales pitch.

    Now taking bookings for strategic engagements. Contact me here.

    The End.

    Ok this is the end of my September 2023 newsletter, I hope to see you all back here again in a month. Be excellent to each other. Let me know what you think or if you have any recommendations to be featured in forthcoming issues.