Japan, every mention
41 scenes · ← back to Japan
tap a year for its mentions
every year anyone Benedict Evans 87Toni Cowan-Brown 1Leonard Brody 1
Verbatim, from the transcripts: the passages where Japan comes up
A double episode: AI differentiation, and Apple does F1
- ▶ 0:39 Benedict Evans I was in Japan at much the same time, I think.
Tiktok, Apple and Temu
- ▶ 16:26 Benedict Evans I think the, the kind of deeper challenge here that everyone is wrestling with is that, you know, you might have a Japanese company that makes cars and imports them into the U S and you could have import taxes. 2 times in the scene
AI and Everything Else
- ▶ 34:39 Benedict Evans You know, I've spent a bunch of time this year looking at the Chinese car industry, and there's certainly a, there's a thesis that says that electric means the Chinese car industry is basically going to do what the, in the next 10 years,…
Bundling/Unbundling AI
- ▶ 18:07 Benedict Evans Um, in fact, in, in, in Japan, people used Excel as a word processor because they wanted the very specific layout. 3 times in the scene
The magic customer
- ▶ 2:01 Benedict Evans More specifically within that, if you are a celebrity or movie star, 25 years ago, you might have done an endorsement deal, and you would maybe have done some commercials in Japan that nobody knew about.
- ▶ 41:39 Leonard Brody How do we build audience in China and in South Asia, in Japan, and, and in India?
The right questions to ask about TikTok
- ▶ 15:20 Benedict Evans Of global internet traffic is, um, USA, Japan, South Korea combined. 2 times in the scene
Generative search
- ▶ 29:49 Benedict Evans And, you know, showing people pictures of what phones looked like in Japan.
Generative AI
- ▶ 10:10 Benedict Evans Obviously Japan has three different character sets, so it's more complicated.
Why are chips interesting again?
- ▶ 29:19 Benedict Evans So there's a sort of very deterministic near long-term macroeconomic story here that says, you know, Japan started out making, you know, in the fifties and sixties, making kind of cheap low value copies and moved up the value chain. 2 times in the scene
ChatGPT and the Imagenet Moment
- ▶ 14:23 Benedict Evans If you say, describe to me what happened, um, you know, why was it, as a question I plugged in the other night, like, why was Japan so much more successful than China at reacting to Western incursion in the 19th century? 2 times in the scene
- ▶ 17:56 Benedict Evans So my, why was my Japan versus China, and the whole first paragraph is, um, well, Japan was much more successful at industrializing and modernizing its military, and then it fought a successful war against Russia. 2 times in the scene
- ▶ 24:43 Benedict Evans I go to Google, and I type in, you know, why did Japan react so much more successfully than China to the Western incursion, and I'll get a bunch of links.
How many metaverses?
- ▶ 4:46 Benedict Evans I mean, it was like, it was only in like 2002, three, that we started having phones outside Japan that had color screens.
Three ways to say no
- ▶ 26:35 Benedict Evans And it's one that Facebook makes very often that Facebook doesn't feel it has the legitimacy to decide the basis of political discourse in Germany or Spain or Japan, and they don't want to. 2 times in the scene
Metaverse - how to be wrong in the right way
- ▶ 18:59 Benedict Evans This will be designed, um, by sort of AT&T, and the New York Times Company, and Bertelsmann, and Disney, and News Corporation, and British Telecom, and NTT in Japan, and, um, NHK will have proposed a new standard for how you would do this.
Stories in the noise
- ▶ 27:37 Benedict Evans And people have looked at the American Civil War, and the Franco-Prussian War, and the war between the, um, Japanese and the Russians, and for various reasons, none of them have quite brought together all the stuff that, that then happened…
Ukraine
- ▶ 14:30 Benedict Evans The chips themselves, of course, are not the chips, the components, the high value components aren't, so the chips come from Taiwan, the image sensors come from Sony in Japan, the batteries come from Samsung, but they're all put together…
- ▶ 38:13 Benedict Evans Chinese get lots of stories about how bad the Japanese were.
How to think about tech
- ▶ 19:33 Benedict Evans Japan, like, what do you mean you want to buy sumo?
Regulation - Who will notice?
- ▶ 1:44 Benedict Evans And if you are a normal consumer in Britain or Australia or Japan or America, how much of this will be result in something that you would actually know had happened, that you would notice?
Apple's metronome
- ▶ 15:01 Benedict Evans In the weeks before the epic judgment, which was last week, there was a case from Japan that nobody had been paying attention to that suddenly said Apple has to let you buy outside, but only in a reader app, which is for newspapers and so…
- ▶ 22:10 Benedict Evans The Japanese case was only in Japan, but Apple agreed to apply globally. 3 times in the scene
Telcos and Tesla
- ▶ 13:36 Benedict Evans So this is in Japan. 3 times in the scene
Tech in china, from inside and outside
- ▶ 6:21 Benedict Evans It didn't exist anywhere, and it sort of existed in Japan, where the Japanese mobile operators had created a single iMode, a DokaMode iMode, and the two other mobile operators had sort of done something similar, and tens of millions of… 8 times in the scene
- ▶ 31:07 Benedict Evans You're looking at the future, which is the whole thing of going to Japan, and they're like three to four years ahead in adoption, which ironically has not been the case for like 15 years, like nobody would go to Japan to see the future now. 3 times in the scene
- ▶ 41:50 Benedict Evans So you've got this sense of a lot of sort of great kind of reorientations going on in how the consumer internet works in, certainly in America and Western Europe, um, probably in Japan as well.
App stores: arguing like it's 2009
- ▶ 0:52 Benedict Evans Um, the I mode handsets in Japan had a Java app store.
Two Europeans talk about China
- ▶ 2:35 Benedict Evans And in China, in Japan, mobile internet was a big thing. 6 times in the scene
- ▶ 7:31 Benedict Evans That's the Japanese market structure.
- ▶ 9:22 Benedict Evans Japan, and particularly Japanese mobile phones, that you've got this market that's so specific that stuff evolved to fit that market, and then struggles to work anywhere else. 2 times in the scene
- ▶ 12:04 Benedict Evans Versus the home versus head office, which was, it was actually also what happened when you saw Tesco try and do groceries in America, or Japanese companies try and go to Europe. 4 times in the scene
- ▶ 16:36 Benedict Evans So there was this quote from 1962, Hayako Ikeda, who is, and there you see, I can pronounce the Japanese name, Hayako Ikeda, who was the Prime Minister of Japan, was on a state visit to France in 1962, and Charles de Gaulle said, who is… 4 times in the scene
- ▶ 21:40 Benedict Evans I think the other place to go, and again, talking about American self-image is, and we sort of alluded to this a couple of times, is that, you know, there was this panic around Japan in the eighties. 4 times in the scene
- ▶ 36:46 Benedict Evans A, there's a politics point, but B, it's like saying you could go and launch in Japan. 3 times in the scene
The history of doom-scrolling
- ▶ 28:08 Benedict Evans Which is like A, it's a very Japanese thing to be obsessed with the one thing. 4 times in the scene
F1 - the plane that never takes off
- ▶ 34:43 Benedict Evans Norway to Vladivostok and go and land in, um, go and land in Japan or wherever they were going.
The acceleration of ecommerce habits
- ▶ 21:14 Benedict Evans You know, I've recently spent a lot of time looking at, like, obscure Japanese modern ceramicists.
The paradox of Apple
- ▶ 29:24 Benedict Evans Nobody thought that this was going to be your main device outside of like Japan, and Japan was weird. 2 times in the scene
How do you destroy a tech monopoly?
- ▶ 36:28 Toni Cowan-Brown The fact that we have all these open competition cases right now, and apparently many of the antitrust authorities are now sharing the same playbook, and so Europe, US, Australia, and Japan have all said that they would actually be willing…
Is Europe a market?
- ▶ 21:22 Benedict Evans And you have Japan and to some extent Korea, which are big markets a lot, much less say South Korea, but Japan is a big market and it's a hard market to get into. 7 times in the scene