The Device is the Boring Bit

The Apple Vision Pro is now on sale. People are getting their hands on them, and sharing their opinions. People who haven't got their hands on them are sharing their opinions. There are a lot of opinions flying around.

First thing - sure, I'm interested in the headset, and the device actually getting in 'normal' people's hands (or on their faces) is this week's news; I'm not going to buy one, because it's ridiculously expensive and if I had that sort of money to throw around, I probably wouldn't be driving a car that's approaching either its 18th birthday or its last trip to the scrapyard and has done the equivalent milage of 5 times around the circumference of the earth.


But what I'm really interested in is the Vision platform; the bits in the software that are going to be the same when the next headset device is launched. And once there are a bunch of different ‘Vision’ devices - where they will fit, in the spaces in people's lives.

Who owns Taylor Swift's voice?

Ben Evans on Threads;

It's a lot easier to understand the IP issues in 'give me this song but in Taylor Swift's voice' than 'make me a song in the style of the top ten hits of the last decade.' If a human did that, they wouldn't necessarily have to pay anyone, so why would an LLM?

There's an interesting twist with the "Taylor Swift's voice" example; Scooter Braun owns all of Taylor Swift's recordings (at least, I think all the ones released before any ChatGPT-era training dataset were compiled) - he bought the record company, so he owns the master recordings (and all the copies of the master recordings, and the rights relating to them) - but not the songs themselves. Taylor Swift still owns them - which is why she can make her "Taylor's Version" re-recordings (which Scooter Braun doesn't get a penny out of.)

So there's a key difference here; a human would copy the songs (that is, they would be working off the version of the songs that are in their heads - the idea of the songs), so Swift would get paid as the owner of the songs.

But the kind of generative AI we're talking about would be copying 100% from the recordings (ie. the training data would be the sounds, digitised and converted into a stream of numbers) - which Swift doesn't own. The AI doesn't "see" the idea of the songs - it wouldn’t “know” what the lyrics were, what key the songs were in, what chords were being played on what instrument - any more than a Large Language Model “knows” what the words in its (tokenised) training dataset or output mean.

She still owns her songs, but she’s sold her voice.

How might 'Metaverse Identities' work- and what's in it for Meta?

If “moving seamlessly between virtual spaces” is a key feature of the metaverse, how might that actually work with virtual identities on a decentralised platform? (And why would Mark Zuckeberg, who holds a bigger centralised database of virtual identities than anyone, want that to happen?)

Neil McElroy - Godfather of "Brand Men", Soap Operas, and the Internet

If your job is anything like mine, a huge part of it has been shaped by a man you've probably never heard of; Neil McElroy. He was central to the invention of market research, brand management, soap operas - and involved in (although admittedly much less) the development of the internet and the iPhone.

I’ve been doing some reading around the foundations of media and market research (trying to figure out the general trajectory of ‘jobs like mine’; what they are, what they used to be, what they might look like in the future), and along the way learning about a man whose name wasn't immediately familiar to me - but whose career I found fascinating.

What can we learn from "The Dress" today?

"#TheDress" is an interesting thing to think about because in itself, it doesn't matter. In 2015 it was a social, viral, publishing phenomenon. In 2021, at best, its the answer to a trivia quiz question in a loosely defined "the internet" category. Nobody really cares about it. (Except possibly that person who had the tattoo...)

But it tells us something about how people come together on the internet in a way that they didn’t just a few years previously. And that is something that does matter.

How much has TV viewing really changed?

In a recent episode of the “Rule of Three” podcast, Joel Morris (one of the podcast hosts) says, about 4 and a half minutes in;

I was always under the impression that Googlebox was a fiction, that families didn't gather around the TV and watch it anymore [...], and we looked up the BARB figures (about 5 years ago) were that 85% of programmes were watched live, by a family, on a sofa, when they went out. And I thought - god, I thought that was a vintage and antique thing. I am sure that is not true any more, and that must have changed really quickly, and I'm wondering whether the culture of comedy, where the demand is for things to hit straight away, whether people have quite caught up with the fact that people consume everything so differently now."

I'm really interested in changing TV viewing behaviour for all sorts of reasons, so I thought I'd take a look at whether this is true - what has changed in the last 5 years?

Digital Media's Growing Pains

Its now about 11 and a half years since I thought it would be a good idea to work in the media industry for a year or so. I didn't quite understand how everything was on the internet for free but somehow companies like Google and Facebook were worth millions of dollars - but knew that it was something to do with advertising, and wanted to understand how that business worked a bit better.

As it turns out, the first thing I learnt which pretty much shaped the next decade of my career was that communications technology might be interesting, but the impact it has on people and their behaviour is far, far more interesting.

Something else I learnt, probably a few years later, was that the world of "digital" that was massively disrupting the advertising industry is only a subset of "marketing". The problem is that "best practice" for digital media/advertising isn't necessarily "best practice" for advertising in general.

Has Black Friday transformed Christmas Shopping in the UK?

This is a fuller version of some work we did, looking at Black Friday in the UK this year. I say "we" — there was some debate and discussion around this, and what is presented here should be considered my own opinions, rather than those of my employer/colleagues. (That is to say, alongside the standard disclaimer, not necessarily everything here was originally my idea, but it is reflective of my current thoughts/opinions.)

The traditional Christmas retail cycle used to be fairly simple; a build-up over the course of November and December, leading up to the last-minute gift shopping frenzy, followed by the Boxing Day sales when people would go and spend whatever they had left after Christmas (and often a fistful of gift vouchers) on themselves. But as an increasing amount of Christmas shopping activity has moved online each year, that pattern is changing.

For several years, we have seen a kind of “double peak” pattern in online traffic around the Christmas run-up; the first peak in early December as the more organised online shoppers get their orders placed in plenty of time for a Christmas delivery, and then a second peak later in the month as shoppers look online for information to help with their last-minute shopping — presumably well aware that they had missed the chance for a Christmas delivery.

In the US, where Thanksgiving is celebrated at the end of November, that first peak has traditionally been pushed by the "Black Friday" phenomenon. When I mentioned it in a weekly round-up post for my work blog last year , I thought it was worth explaining exactly what "Black Friday" meant — assuming that the concept of the post-thanksgiving retail event would be unfamiliar to UK readers.

This year, that phenomenon is much more familiar. Firstly, because more UK retailers than ever have been joining in with "Black Friday" marketing — although Amazon claim to have led the charge, British brands such as Tesco, Sainsburys, Top Shop, Argos — even that most British of high street Retailers, John Lewis were promoting Black Friday discounts this year — giving them their best sales week on record.

But we have also seen a sharp increase in online mentions of “Black Friday”, identifiable as coming from the UK – a fourfold increase on mentions last year.

Although other countries have seen significant increases in mentions this year, this means that while Black Friday remains a predominantly American phenomenon, the UK now accounts for the second largest number of online mentions of “Black Friday”.

Perhaps the most telling difference is in the volumes of mentions over time; in the US, Black Friday sees significant volumes of mentions in the days leading up to the event itself, with almost as many mentions at the end of the day on Thursday, as shoppers talk about preparing for the sales and shops’ early openings.

In the UK, there was relatively little build-up; the peak was in the morning of the Friday, remaining high until lunchtime, after which it gradually declined over the course of the afternoon and evening.

Two brands stand out very clearly among UK mentions – Amazon (who claim to have brought the tradition to the UK – although there were retailers with “black Friday” sales previously, Amazon can probably be credited with bringing the phenomenon to the attention of a broader audience), and Tesco. Mentions of Amazon are broadly split between those who love the discounts being offered, and those who are disappointed that they don’t offer much more than typical ‘sale prices’ – and don’t discount as steeply as US sales.

Tesco mentions were generally less favourable, referencing reports of “chaos” at the physical stores, referencing the “ridiculous” and “hilarious” videos being shared on YouTube, and questioning whether the discounted electronics are items worth fighting over. (Perhaps an easy criticism to make when focussing on the items on sale, rather than the value of the discount to shoppers – as the Washington Post points out, it isn’t the wealthy or the comfortable who are standing in line in the cold, or wrestling with one another over a slightly discounted Xbox.)

Is it here to stay?

Many of the mentions in the UK are specifically talking about the US tradition coming over to the UK, and commenting on the unattractive scenes at supermarkets and other stores. (In fact, Walmart is one of the most mentioned brands in the UK, as people comment on the scenes of bargain-hunters fighting over limited stocks.)

Whether the interest will keep up after the novelty has worn off is hard to say. There is a clear benefit to the strategy if it works; getting customers to spend with you earlier (rather than later, when they might spend with a competitor) benefits the individual retailer, while getting people to do their Christmas shopping earlier could mean that some shoppers will be doing their Christmas shopping for longer — in other words, they won't spend the same amount, but spend it earlier, but will keep on buying more gifts (stocking fillers, "I saw this and jsut had to get it for you" gifts and so on.) Which is good for the broader industry as well.

But it does seem likely that retailers who are pushing their pre-December sales as online discounts will be best positioned to make the most of the buzz around the discounts, without the negative associations that can come with images and videos of people fighting over discounted large-screen televisions in supermarket aisles. This is also more in fitting with the way UK shoppers prefer to do their holiday shopping – more shoppers in the UK plan to do their shopping online than via brick-and-mortar stores.

So – expect to see more next year; more sales, more discounts, and no doubt more ugly scenes from the shop fronts. From an advertising persepctive, I would expect to see more media money being spent on earlier messaging promoting Black Friday offers as competitors work harder to get top-of-mind association with Black Friday, which should drive earlier excitement/buzz. But I think that for the smart marketers, the place to watch will be how the bigger retailers are handling their online presence, and – with mobile accounting for more Thanksgiving traffic than desktop devices in the US – how they are looking to cater for smartphone and tablet shoppers. Setting up an 'online queue' system to manage high levels of traffic might be OK for a desktop web experience, where users can leave a browser window open in the background and get on with whatever they need to get on with, but trying to do the same on a bandwidth and battery constrained mobile experience seems like a recipe for disaster.

I'm hoping that the subject for next years Black Friday marketing conversations will be the interesting technical innovations in handling large volumes of mobile shoppers as quickly as possible, rather than the crowd control (or lack of) at physical retail stores where people fight it out amongst themselves over big ticket electrical items (perhaps to save themselves money — perhaps to make it back on eBay.)