Societal and Technological Recalibration: Digital Regulation, Gender Equity, and AI.
TL;DR
- Australia's ban on social media for under-16s establishes a global precedent for regulating digital access, shifting responsibility to platforms and posing significant enforcement challenges despite potential benefits for child welfare.
- The "ambition gap" between men and women in corporate America has widened, signaling a rollback in DEI support and potentially leading women to "lean out" due to a lack of sponsors and flexible work options.
- Algorithmic pricing, exemplified by Instacart's variable pricing, creates opacity and potential for unintentional collusion, leading to higher consumer costs and prompting regulatory scrutiny over its legality and fairness.
- Google's AI-powered glasses, developed in partnership with Warby Parker, represent a strategic pivot from past failures by focusing on social acceptance and seamless integration, potentially boosting hardware partners more than Google itself.
- The introduction of hydration breaks in the World Cup, framed as player welfare, is also a significant revenue opportunity for broadcasters, potentially increasing soccer's commercial appeal in the U.S. by aligning with American sports advertising models.
Deep Dive
Australia's pioneering ban on social media for individuals under 16 represents a significant, albeit experimental, governmental intervention in digital child safety, raising complex questions about enforceability and societal impact. Simultaneously, a growing "ambition gap" between men and women in corporate America, as detailed by McKinsey and Lean In, signals a concerning stall in women's career advancement, driven by a rollback in DEI initiatives and return-to-office mandates. These developments, alongside emerging trends in algorithmic pricing and the potential for AI-integrated wearables, highlight a period of rapid technological and societal adjustment with profound implications for consumer protection, gender equity, and the future of personal technology.
The Australian social media ban, the first of its kind globally, positions the nation as a test case for managing the risks associated with adolescent digital engagement. Officials cite concerns over increased anxiety, cyberbullying, and mental health issues, framing social media use as a regulated activity akin to driving or consuming alcohol. However, the policy faces substantial hurdles, including the challenge of effective enforcement, with proposed methods like ID verification and AI-driven behavior analysis proving imperfect and raising privacy concerns. Critics argue the ban is overly broad, potentially isolating marginalized youth and hindering their access to information and community, while also questioning its practical enforceability and predicting widespread circumvention via VPNs or alternative platforms. The success of this policy hinges on whether it can achieve a critical mass of disengagement to alter social norms, or if widespread workarounds will render it a symbolic gesture.
In parallel, the corporate landscape is witnessing a concerning reversal in progress for women's career advancement. A decade of steady gains has plateaued, with a significant drop in the stated priority of gender equity among HR professionals and a widening "ambition gap" where women express less desire for promotion compared to men. This trend is attributed to the erosion of diversity, equity, and inclusion (DEI) initiatives and the imposition of return-to-office mandates, which disproportionately affect women, particularly those with childcare responsibilities. The impact is felt acutely at both entry-level, where women often lack sponsors and are overlooked for development opportunities, and senior levels, where repeated setbacks can lead to disillusionment. This systemic rollback signals a potential long-term decline in female representation in leadership, with implications for company culture, innovation, and economic equality.
Beyond these societal shifts, technological advancements are reshaping consumer interactions and personal computing. Instacart's use of AI for dynamic pricing has been shown to present different prices for the same product to different users, potentially increasing costs for consumers and raising transparency concerns. While variable pricing is common in sectors like travel, its expansion into everyday retail, governed by opaque algorithms, could lead to unintentional collusion among companies and a general increase in prices. Meanwhile, Google's re-entry into the wearable tech market with AI-powered glasses, developed in partnership with Warby Parker, signals a broader industry bet that AI integration will move beyond smartphones to face-worn devices. This move directly challenges Meta's established presence and highlights the growing importance of hardware design and social acceptance in the success of new AI form factors.
The cumulative effect of these trends suggests a period of significant societal and technological recalibration. Australia's attempt to regulate adolescent social media use will provide crucial data on the efficacy of stringent digital controls, while the stalled progress for women in the workplace underscores the fragility of equity gains in the face of shifting corporate priorities. Concurrently, the increasing opacity of algorithmic pricing and the rise of AI wearables point to a future where digital interactions are more personalized, potentially more expensive, and integrated into our physical lives in unprecedented ways.
Action Items
- Audit Instacart pricing: Test for algorithmic price discrimination across 10 product categories and 5 different cities.
- Implement women's advancement tracking: Measure promotion rates and sponsorship opportunities for women across 3-5 entry-level and senior-level cohorts.
- Design social media age verification pilot: Propose 2-3 ID verification or age inference technologies for testing on a subset of 1,000 users.
- Evaluate AI wearable hardware partnerships: Analyze 3-5 potential hardware collaborations for AI integration, focusing on social acceptance and style.
Key Quotes
"it makes australia the first country to put social media scrolling in the same bucket as booze tobacco and driving as activities that are off limits to kids until they're old enough to safely use them"
This quote highlights the unprecedented nature of Australia's social media ban for individuals under 16. The author, Toby Howell, emphasizes that this legislation places social media use in a category of restricted activities, similar to age-limited behaviors like drinking, smoking, and driving, underscoring the perceived severity of social media's impact on minors.
"but there are many on the other side who oppose the age restrictions as a massive overreach they argue that the ban cuts off kids especially from marginalized communities from connecting with each other and will make them less informed less prepared citizens down the road"
This passage presents a counterargument to Australia's social media ban, as articulated by Toby Howell. The author notes that opponents view the restrictions as excessive and detrimental, suggesting that the ban could isolate young people, particularly those from marginalized groups, and hinder their development into informed citizens.
"the key is that who they're making responsible for enforcing this is the social media companies they are uh they're telling the social media companies that you have to take reasonable steps that's the quote reasonable to enforce this ban or else be fined about 32 million for serious or repeated breaches"
Toby Howell explains the enforcement mechanism of Australia's social media ban, emphasizing the burden placed on social media companies. The author points out that these companies are mandated to take "reasonable steps" to enforce the ban, with significant fines of approximately $32 million for non-compliance, shifting the primary responsibility for adherence to the platforms themselves.
"in 11 years of doing this report lean in has never found an ambition gap between men and women and blame those loosening supports for causing women to lean out"
Neil Fryman discusses a key finding from a report by McKinsey and Lean In, highlighting a new "ambition gap" between men and women in corporate advancement. Fryman notes that this is the first time in 11 years of reporting that such a gap has been identified, attributing it to a perceived decrease in employer support for women's career progression, leading women to "lean out."
"both companies are betting that the next great form factor for the ai era isn't your smartphone but something you wear on your face"
This quote, from the discussion about Google's new AI-powered glasses, explains the strategic thinking behind wearable technology in the AI era. Toby Howell articulates that both Google and Meta believe that the future of interacting with AI will move beyond smartphones to devices worn on the body, specifically on the face.
"the volunteers tested other examples across four different cities and got the same results in total price differences appeared on 75 of all items tested potentially costing shoppers an extra 1 200 a year"
Neil Fryman details the findings of a study on algorithmic pricing by the Groundwork Collaborative and Consumer Reports. Fryman explains that across multiple cities, significant price variations were observed for 75% of tested items on Instacart, potentially leading shoppers to spend an additional $1,200 annually due to these dynamic pricing strategies.
Resources
External Resources
Books
- "The Swag Gap" by The Wall Street Journal - Mentioned as the origin of the "swag gap" concept.
Articles & Papers
- "Women’s Workplace Progress Stalls" (McKinsey and LeanIn) - Discussed as a new study indicating an ambition gap between men and women in corporate advancement.
- "Instacart’s AI Pricing Experiment May Be Inflating Grocery Prices" (Consumer Reports) - Referenced for findings on algorithmic pricing and potential price inflation for consumers.
- "Google May Have Tried Tech Glasses Before and Failed" (CNN, The Verge) - Mentioned in relation to Google's new AI-powered glasses and their potential.
- "Goldman Sachs promoted the smallest proportion of women to managing director since 2018" (Recent headline) - Cited as an example of stalled progress for women in corporate America.
- "In 2023 about 60 C-suite roles women lost at companies in the S&P Global Total Market Index" (Recent headline) - Presented as quantitative data on the decline of female executives.
- "Mark Zuckerberg said that his company and among his many changes said he wanted his company to have more masculine energy" (Quote) - Used as qualitative data highlighting a lack of representation for women.
- "40% of California AI startups have zero women on board" (Statistic) - Cited as an indicator of low representation for women in emerging companies.
- "SpaceX is eyeing an IPO next year" (Bloomberg report) - Mentioned as a report indicating SpaceX's potential IPO plans.
- "FIFA announced that all games at next year's tournament hosted in North America will feature a three-minute hydration breaks" (FIFA announcement) - Discussed as a new policy for the World Cup prioritizing player welfare and potentially increasing ad revenue.
- "McCormick thinks black currant is going to dominate 2026 menus" (McCormick announcement) - Referenced as the spice maker's prediction for a future flavor trend.
Research & Studies
- McKinsey and LeanIn study - Found an ambition gap growing between women and men, with women less inclined to pursue promotions.
- Consumer Reports testing report - Investigated algorithmic pricing on Instacart, finding price differences for the same products.
Tools & Software
- Instacart - Discussed for its AI pricing experiment that may be inflating grocery prices.
- Google Maps - Mentioned as performing well as a heads-up display on Google's new AI-powered glasses.
- Uber booking system - Referenced as an example of how Google's AI glasses can substitute for a phone in relaying information.
- AI models - Discussed as governing algorithmic pricing, making it opaque and individualized.
- Vpn - Mentioned as a method Australian children might use to circumvent social media bans.
- Uniswap wallet - Described as making crypto easier and safer to own and use.
- Uniswap trading protocol - Noted for powering over three trillion dollars in volume and being trusted by millions.
People
- Neal Fryman - Host of Morning Brew Daily.
- Toby Howell - Host of Morning Brew Daily.
- Justin Bieber - Mentioned in relation to a photograph that originated the "swag gap" concept.
- Hailey Bieber - Mentioned in relation to a photograph that originated the "swag gap" concept.
- Noah Jones - A 15-year-old Australian who filed a constitutional challenge to the social media ban.
- Sheryl Sandberg - Founder of LeanIn, mentioned in relation to the report on women's workplace progress.
- Rachel Thomas - CEO of LeanIn, commented on corporate America's reduced commitment to women.
- Mark Zuckerberg - Former boss of Sheryl Sandberg, quoted on wanting more "masculine energy" at his company.
- Elon Musk - Associated with SpaceX's potential IPO and valuation.
Organizations & Institutions
- Morning Brew Daily - The podcast producing the episode.
- Fidelity - Mentioned as a service that helps with choosing investments and recurring investments.
- LinkedIn Ads - Advertised as having a high B2B return on ad spend and a large professional network.
- LeanIn - Women's advocacy group that co-authored a report on women's workplace progress.
- Google - Discussed for its upcoming AI-powered glasses and past Google Glass issues.
- Meta - Mentioned as a competitor in the AI-powered wearable technology space with its Ray-Ban smart glasses.
- Ray-Ban - Partnered with Meta to create smart glasses.
- Luxottica - Parent company of Ray-Ban, mentioned in relation to Meta's smart glasses.
- Warby Parker - Partnered with Google for its AI-powered glasses.
- Vanguard - Advertised for its institutional quality bond funds and scale in investing.
- ADP - Advertised for its forward-thinking HR solutions for businesses.
- Groundwork Collaborative - Partnered with Consumer Reports to investigate algorithmic pricing.
- SpaceX - Eyeing an IPO with a targeted valuation.
- Saudi Aramco - Mentioned for its 2019 IPO valuation for comparison.
- Apple - Not explicitly mentioned but implied as a competitor in the tech wearable space.
- Microsoft - Not explicitly mentioned but implied as a competitor in the tech wearable space.
- Anthropic - AI startup behind the Claude chatbot, mentioned with a high valuation.
- OpenAI - Mentioned in relation to Anthropic and its potential IPO status.
- FIFA - Announced hydration breaks for the upcoming World Cup.
- McCormick - Spice maker highlighting black currant as a flavor trend.
- Safeway - A grocery store where volunteers tested Instacart's pricing.
- Target - Retail partner that paused pricing tests on Instacart.
- Costco - Retail partner that paused pricing tests on Instacart.
Courses & Educational Resources
- LinkedIn.com/mbd - Website for more information related to Morning Brew Daily.
Websites & Online Resources
- swap.fm/l/mbd-note - Link to listen to Morning Brew Daily.
- youtube.com/@MorningBrewDailyShow - Link to watch Morning Brew Daily.
- megaphone.fm/adchoices - Link for ad choices.
- fidelity.com/trading - Website for Fidelity's investment services.
- linkedin.com/mbd - Website for LinkedIn Ads promotion.
- vanguard.com/audio - Website for Vanguard's financial advisor services.
- adp.com - Website for ADP's HR solutions.
- amtrack.com - Mentioned as an example of a service with variable pricing.
- spacex.com - Not explicitly mentioned but implied as the company's website.
- anthropic.com - Not explicitly mentioned but implied as the company's website.
- m.me/morningbrew - Not explicitly mentioned but implied as a contact method.
Podcasts & Audio
- Morning Brew Daily - The podcast featuring the episode.
Other Resources
- Swag Gap - A concept referring to a disparity in how two people carry themselves, originating from a photograph of Justin Bieber and Hailey Bieber.
- Gen Z - The demographic group that coined the term "swag gap."
- DEI initiatives - Mentioned as initiatives that employers are retreating from, impacting women's careers.
- Return to work mandates - Cited as a factor contributing to women's career advancement challenges.
- B2B - Abbreviation for Business-to-Business, used in the context of LinkedIn Ads' return on ad spend.
- AI - Artificial Intelligence, discussed in relation to Instacart's pricing, Google's glasses, and Anthropic's chatbot.
- XR - Extended Reality, mentioned as a related technology to AI in the context of wearable devices.
- Algorithmic Pricing - Discussed as a method where prices are adjusted by algorithms, potentially leading to different prices for the same product.
- Personalized Pricing - A subset of algorithmic pricing that uses individual shopping history and location to set prices.
- IPO - Initial Public Offering, mentioned in relation to SpaceX and Anthropic.
- Starlink - SpaceX's internet division, contributing to its revenue.
- Hydration breaks - Introduced into World Cup games, potentially for player welfare and ad revenue.
- Black Currant - Highlighted by McCormick as a predicted flavor trend for 2026.
- Decentralized Finance - The area of finance that Uniswap operates within.