Chinese new year CNY 2026 also known as lunar new year, spring festival or Tết festival. 2026 marks the year of the fire horse. In the same way that the Super Bowl and Christmas are the stand out times of the year for advertising in the US and Europe, CNY 2026 will be the same for much of east Asia and Southeast Asia.
There has a large amount of tradition and rituals around celebrating the festival, which are rich seams of inspiration for strategists and marketing moments.
I featured an advert from Brunei for the first time.
As with previous years, Malaysia had a lot of campaigns running, many of which were partnerships with local musicians to collaborate on a seasonal song. One of the advantages of partnering with local musicians is their ability to cross post on their own channels broadening the videos reach.
In the Malaysian adverts that were storyteller driven, coping with aging relatives suffering with dementia came through as a common social theme.
Social video has been a great leveller. I have a featured a few videos from small businesses this year which were nicely executed despite operating with minimal budgets.
Coca-Cola in China was notable in that it showed strategic thinking closer to what we now see in the west with social-first ‘Instagrammable’ tactics.
Australia
Godiva
Anywhere up to 8 percent of Australia’s population have some connection to China, which explains why Godiva have done a Chinese new year themed range of chocolates.
Brunei
Flower Journal
Flower Journal is a florist shop based in Brunei, yet they have created a cinematic advert with great storytelling. The craft is arguably better than a number of the big brands featured this year. The work by local agency Cinekota really impressed me.
China
Adidas
Adidas made a film about a school football team and focuses on how the team is a ‘football family’. Reuniting with family is an important part of lunar new year. It’s also about looking forward to the future, hence the children’s wishes.
Apple
TBWA\ Media Arts, Shanghai teamed up with film director Bai Xue for Apple’s CNY 2026 advertisement. The film joins Apple’s series of ‘shot on an iPhone‘ mini movies.
Coca-Cola
Coca-Cola China took a social and experiential approach focused around togetherness. A drone show in Chongqing paired with fireworks that are considered part of China’s intangible cultural heritage was supported by social video clips of a famous father and daughter.
All of this was to address young adults dual sense of togetherness during spring festival as mainland Chinese call CNY 2026. Being together with friends a la Friends and This Life, as well as more traditional family connections.
Valentino
Valentino put relatively subtle lunar new year symbols into a Chinese take on an American diner. The galloping horse zoetrope and red accents throughout the restaurant from neon signs to red floor tiles. As for the film itself, it’s basically a video lookbook.
Hong Kong
Hang Seng Bank
Hang Seng Bank ties into the the importance of welcoming good fortune into your life at Chinese New Year. Celebrities dress as the god of good fortune giving wishes for flourishing prosperity to different neighbourhoods across Hong Kong.
https://www.youtube.com/watch?v=mqYWpeDrtZ8
Malaysia
AEON
Japanese supermarket chain AEON did a Malaysian market specific film featuring a mix of well known entertainers. The giddy up line telegraphing its horse related theme and the cultural impact of K-pop is evident in the whole video.
Affin Bank
Affin Bank is consistent in their lunar new year campaigns. Each year they tell of how a famous business customer battled adversity to succeed. This time it was Malaysian book retailer BookXcess.
Affinity
Affinity is a Malaysian estate agent. The video creative is a pretty run of the mill reenactment of Chinese new year with the horse head mask hinting at the CNY 2026 theme. The song itself is a bit an ear worm.
Air Selangor
Air Selangor hits you with a gut punch of an emotional Chinese New Year story that felt like it came straight of the Thai advertising agencies rather than Malaysia. (Thai agencies are famous for wringing you through an emotional shredder leaving you drained after an insurance ad).
Alpro
Malaysia’s largest prescription pharmacy chain put together a humorous new year film based around the mechanic of three wishes.
AmBank
The film melds together traditions around fabric sharing and lion dance to tell a Chinese new year story of a community coming together.
Astro
Astro is a Malaysian holding company that has a mix of linear TV, connected TV and radio assets. Think the reach of the BBC, but a private enterprise.
Bamboo Green Florist
Bamboo Green Florist is a single shop business based in Penang. For a small business their Chinese new year advert punches above its weight.
Coca-Cola
The first of two appearances in this list by Malaysian group 3P.
GVRide
GVRide is a Malaysian ride hailing app, they sponsored a new year song music video by Namewee alongside other brands.
IJM Land
IJM Land is a Malaysian property developer (part of a larger conglomerate). They position themselves as “one of Malaysia’s property development”. The film sits at the tension between the love of heritage, accumulating wealth and the non-monetary aspects of CNY 2026 – coming together, family, building memories and legacy.
JinYeYe
JinYeYe sell seasonal hampers, so lunar new year is their peak sales time. Their advert is targeted at the global Chinese diaspora and they partnered with Tourism Malaysia alongside local musicians. A bee is considered to a symbol of blessings and represents sweetness, hope and companionship.
https://youtu.be/0YvLVF4TJAE?si=sn4nMWPwykr7WzjM
Lee Kum Kee
Hong Kong’s Lee Kum Lee were the inventors of oyster sauce and have a place in every Asian kitchen cupboard. But their advert is weak sauce (pun intended) that could have been knocked out on PowerPoint.
Listerine
Listerine just straight up sponsored the video of Malaysian producers 1119 for this new year themed music video.
Loong Kee
Loong Kee is a Malaysian food company who makes everything from processed meats to baked goods. This is at least the third year that they have partnered with local musicians who are internet-famous to collaborate on a new year themed song.
Lotus
Lotus supermarket was formerly part of Tesco’s international footprint before the UK brand divested itself of its international stores to Thai conglomerate Charoen Pokphand (CP) Group. This advert taps into family friction and a couple of nice wushu cinema referencing touches. It reminded me a lot of SingTel’s films from previous years.
It handles the diversity of Malaysia well, without the awkward approach that Malaysian Airlines went for.
Malaysian Airlines
Malaysian Airlines focuses on Malaysians coming home. Given that the airline is a government company. While ethically Chinese, and speaking Chinese at home – the woman is a devote muslim.
In reality that’s about 1-2% of the ethnic Chinese population – for ethno-political, social and cultural reasons that I don’t want to get into on this post. The video is as much about a government approved theme as it is about the airline.
Marrybrown
Marrybrown is a Malaysian quick service restaurant. It is really nice how the story moves through time with relatively small but important cues on screen.
Maxis
Malaysian broadband provider took an unusual angle bringing together two erstwhile business rivals in a spirit of shared community.
McDonalds Malaysia
Great storytelling but with a serious topic as middle-aged siblings deal with an aging parent with signs of dementia.
Nescafé Gold
Instant coffee brand Nescafé Gold goes down the sponsored music video route. But with a few noticeable differences:
Better product placement that articulates the customer moment.
A more diverse cast than most of the other adverts.
The video title Gongxi Kemeriahan – is a mix of mandarin and malay – gongxi meaning best wishes or congratulations and kemeriahan means excitement.
All of which are likely to because of Nestlé being a western multinational and the marketers are looking to target all Malaysians rather than just ethnic Chinese.
PMG Healthcare
PMG Healthcare is a regional provider of pharmacies, medical and dental clinics to private health insurance customers.
Mr Potato
Mr Potato is a local potato chip brand in Malaysia. Their CNY 2026 advert is a spoof of the Jackie Chan kung fu film Drunken Master.
Public Bank
Public Bank is a Malaysian headquartered bank. This year they have done an AR-based activation. Each Chinese new year you can go into your bank and get a pack of red envelopes and crisp new bills to give out to family, friends and junior colleagues. So this execution makes sense.
RHB
Malaysian bank RHB continued its theme of inspiring stories told in previous Chinese New Year campaigns through to its CNY 2026 campaign. This year tells the story of Komuniti Tukang Jahit, a small tailors shop that empowers women through sewing skills and fair income opportunities.
Setia
Malaysian house builder Setia takes a lighter comedic approach telling the story of a family’s new year celebration through the eyes of its youngest member. Its lightness of tone is in contrast to other adverts this year which are more of an emotional rollercoaster.
Shopee
Singaporean e-commerce platform Shopee partnered with local act 3P to a Chinese New Year song for its Malaysian ad campaign. Thoughout Asia lunar new year songs and playlists are all over TV, films, Spotify and YouTube playlists. This leans right into that trend.
SPD Racing
SPD Racing is a small workshop that service motorcycles and sell after market parts. This short video is really nicely executed, replacing parts on the motorcycle with red fittings in the same way that people would wear new red outfits on Chinese new year for good luck.
https://www.youtube.com/shorts/1x7RpOLHcTA
Tenaga
Tenaga is a Malaysian electrical utility. There is a nice bit of storytelling about a lion dance troupe. This could be rerun in future years given its lack of specificity to CNY 2026.
U Mobile
U Mobile is a Malaysian wireless operator. Their advert focuses on on the travel use case over lunar new year as more people travel rather than staying at home.
UCSI University
USCI is part of Malaysia’s private education system that sprang out of the positive discrimination of successive Malaysian governments towards Malays in comparison to Chinese and South Asian Malaysians. This was enshrined in article 153 of the Malaysian constitution, New Economic Policy, National Development Policy, National Vision Policy and the concept of Ketuanan Melayu which continues to be a pillar of government decision-making.
https://www.youtube.com/watch?v=ILuFokNxHck
In common with several other films here this year it focuses on the treasure of memories built over the festival and also has a dementia plot line.
Vida C
Vida C is kind of like an energy drink, in a number of Asian countries high vitamin C content is used in the same way that taurine and caffeine are in western energy drinks. They did a relatively subtle product placement in this comedic music video. It’s much less PC than western multinationals would allow.
Watsons
Watson’s is the Boots of Asia. Like previous years it tells a story of family coming together with the joy and chaos that usually ensues. It features Maria Cordero – a Macau born entertainer, radio and TV personality with a famous cooking show based in Hong Kong – but known throughout the region.
Singapore
Carlsberg
Carlsberg launched a pan-Asian campaign with a mix of horse themed packaging design and having it promoted by SKAI ISYOURGOD – a popular Malaysian rapper with appeal across Asia.
FairPrice
Singapore supermarket chain FairPrice focused on the small family moments of the new year celebrations and their ability to build lasting memories. The advert was created by TBWA\ Singapore.
Grab
At first I thought that this ad was aimed at the Malaysian market, but I think it’s aimed at both Singapore and Malaysia. It would work in either, even though some of the brands are Malaysia only like JayaGrocer. It’s unusual because of the amount of brand collabs in it, count them:
Vinda tissues
7Up
GXBank
Jasmine SunWhite Rice
JayaGrocer
Kyochon Chicken
Oriental Kopi
Subway
Secondly, there was the filming of an ad within the ad concept that Orson Welles would have enjoyed.
LVMH
LVMH’s drinks portfolio has been suffering from declining sales. Family get togethers are an ideal consumption moment, so it makes sense that Hennessy leant in with special packaging and a Singapore family reunion ‘kit’.
SIMBA
Australian owned mobile network SIMBA did a very simple sales promotion which is very much in keeping with its value proposition , but the horses are nicely done.
Singapore government
A comedic short film with relatively light social engineering aiming at harmonious relationships and community during CNY 2026. The family were framed as being salt-of-the-earth Singaporean Chinese living in old HDB flat. The universal food photography was very on point.
Taiwan
Coca-Cola
Coke did a really simple sales promotion with a giveaway competition attached to each purchase.
United States
Panda Express
Panda Express is an American fast food chain that specialises in American Chinese food. It kind of sits outside usual lunar new year traditions becoming a Roald Dahl style fantasy.
Vietnam
Coca-Cola
Really simple creative by Coca-Cola. They missed a trick by not creating something as iconic as the US Coca-Cola truck adverts. Instead they phoned in the creative with this spot.
Ensure Gold
Abbott Health’s Ensure Gold is a Complan-type drink designed to fortify health and restore strength. The film uses family union traditions to focus on the past, recover during the Tết festival and look to the future with a shared sense of resilience. The theme is even reflected when the family does traditional ancestor worship and we hear the wishes of their departed family.
https://www.youtube.com/watch?v=bdSib8exz6I
Home Credit
Home Credit are an online financial services company. They provide credit cards, vehicle loans, pre-payment accounts and instalment payments for consumer products. The advert focuses on everyday people and how they prepare for Tết, including decorating the home, getting new clothes and a new karaoke machine for the family gathering.
Mirinda
Mirinda is a Vietnamese soft drinks brand similar to Tango. Their adverts were noticeable for their shortness. They were running 3 five-second spots and two 15-second spots. No real story, but there is energy, brand colours feature heavily and it gives off a joyous vibe.
MyKingdom
MyKingdom is a Vietnamese toy retailer similar to Toys R Us. Their mobile first content focuses on the challenges of parents looking to buy toys that will last longer than the spring festival.
Sunhouse is a home electronics brand. Everything from kitchen appliances to to cookware.
In the advert, they focus on starting the new year healthy, there is a belief in starting the new year as you would like it to go on.
Viettel
Wireless carrier Viettel subverts the idea of a family reunion storyline during Tết. Instead when the family can’t come home, an uncle visits his family members around the country.
As I find more CNY 2026 campaigns I will add them here.
January 2026 introduction – (30) the dirty Gertie edition
I am now at issue 30, or as a bingo caller would put it ‘dirty gertie’. This phrase was the nickname given in the 1920s to a statue called by La Délivrance by French sculptor Émile Guillaume.
The statue was created to celebrate the German army having being stopped before Paris in World War 1. It was originally called La Victoire – there is a matching statue in Nantes, France.
1960s student activists claimed that you shouldn’t trust anyone over the age of 30, making a virtue of ageism. While activists were deeply suspicious, 30 in Cantonese is considered to be lucky as the number three sounds like alive or life.
It might be winter outside, but it doesn’t need to be winter in your head thanks to Graeme Park’s Best of 2025 part 1 which is two and a half hours of goodness. Now we have a sound track, let’s get into it.
New reader?
If this is the first newsletter, welcome! You can find my regular writings here and more about me here.
Things I’ve written.
Each year, I try and write an account of year as it happens. It provides a perspective on what appeared important at the time rather than in retrospect. Here’s the one I did for 2025.
The Dot LLM Era came out of my thinking about the massive expenditure in building infrastructure and the computing power needed by AI services like OpenAI and Anthropic, asking how it will be paid for and what it means for for business, consumers, investors and technologies.
There was so much happening from childhood beauty product usage alarming dermatologists to corporate and national moves in AI sovereignty. So I captured some of the most interesting of them here.
Books that I have read.
Mariana Mazzucato’s The Value of Everything. Mazzucato’s work was reflected in the Labour Party’s economic manifesto during the 2024 general election. The book does a good job of diagnosing the current challenges that the UK economy faces at the present time. More on the book here.
How to Write a Good Advertisement: a short course in copywritingby Victor O. Schwab. During the CoVID lockdown, I picked up several books on my craft. This was one of them. Schwab wrote this book in 1962, when his audience would have been predominantly writing advertising copy for campaigns run predominantly in newspapers – but all of the principles in the book remain solid. More on the book here.
Things I have been inspired by.
Every time I get a brief that defines an audience as a generation my heart sinks a bit for several reasons. Which is why I was glad to read this Ipsos View Point and share it as widely as possible. Generational Marketing: Breaking free from stereotypes provides research on the nuances missed by a generational approach, how we differ by age cohort and life stage, alongside what brings us together as common challenges.
While it won’t get as much ink as Christmas or Super Bowl adverts the CIA kicked off January with another video aimed at recruiting Chinese agents. They advised them to use a VPN and Tor browser to get in touch with them online.
Chart of the month.
After I came back to London after working on various brands including Colgate in Asia, I noticed that all the Colgate adverts followed a standard formula. It puzzled me: the ads were distinctive by their ‘undistinctiveness’. They had no emotion and a limited number of brand cues beyond name checks and a pack shot or two.
If like me, you’ve ever wondered why Colgate toothpaste adverts (in Europe at least) always seem to be based around a dentist or dental nurse (who may, or may not be a generative AI) character, then Ipsos Veracity Index 2025, may have the answer.
The Ipsos Veracity Index, is a great piece of longitudinal research launched in 1983. It does an annual poll studying change in public trust towards leading professions in Britain. Much of the headlines for this year was the low trust position scored by influencers, with just 6% of people generally trusting them to tell the truth.
I think that number has a number of problems with it, to do with the phrase general which would invite them to think about creators they don’t follow at least as much as those that they do follow. Secondly, not all influencer types are supposed to be trusted be it being videos on e-gaming play, humour and general ‘banter’ or shock jock-type content.
As Ipsos themselves noted, there was a tension between the declared trust level with the amount of news consumption that now happens on social channels from influencers.
Getting back to the Colgate question, the answer is at the top of the table. Healthcare professionals and technical experts are at the most trusted professions in the UK.
Things I have watched.
The TV schedule was terrible over the Christmas period and there were only so many reruns of Jessie Stone that even my Dad can sit through. So I entertained him with a mix of streamed films, old VHS tapes, DVDs and Blu-Rays.
Reflection in a Dead Diamond directed by Hélène Cattet and impressed the hell out of me. At its heart it’s a mystery full of illusion, delusion and deception. It oscillates between two timelines one from the late sixties on and the second as an elderly version of the protagonist in the present day. In his day, the protagonist had been a Francophone James Bond-type figure, but darker like Fleming’s novels rather than the version that we see on screen. There are also hints of modern French historical figures like Alfred Sirven and Jean-Claude Veillard. The film has a lot of French new wave motifs particularly at its beginning. I was reminded of Alain Delon’sTraitement de choc , Diabolik and the André Hunebelle directed OSS 117 series of films in the mid-1960s.
Bubblegum Crash– no that isn’t a typo. Bubblegum Crash was a follow on from the Bubblegum Crisis manga and OVA (original video animation – made for direct to video distribution without being broadcast or shown in a cinema first) anime series. I had these on VHS tape at my parent’s house and it was fantastic revisiting them decades later. Bubblegum Crash is less serious and the artwork isn’t as good as the original series, but it’s still great cyberpunk fiction.
It felt surprisingly fresh, wealth inequality, get rich schemes, large corporations behaving badly, an openly gay police officer, autonomous machines from robots to cars and normalised smartphone usage.
All this from an animated series that was produced in 1991, at this time robots were stuck in car plants, AI was image stabilisation in the latest high-end camcorders and handheld mobile phones were over 20cm long in use. Cellphones were only starting to become less than a kilogram in weight with the launch of Motorola’s MicroTAC in 1989.
Detective vs Sleuths – a Johnnie To-adjacent film that a friend in Hong Kong gifted to me. The film was directed by Wai Ka-fai who collaborated with To and co-founded production company Milkyway Image together. Detective vs Sleuths feels thematically and stylistically similar to Mad Detective which Wai co-directed with To in 2007. That similarity brought me back to happier days flying on Cathay Pacific, sipping Hong Kong-style milk tea and watching Mad Detective soon after it had came out for the first time on the airplane entertainment system.
Without spoiling the plot, old cold cases are having new light shone on them by a series of deaths. Sean Lau plays a Nietzsche-quoting former detective with his own sanity in question.
Production-wise, the film was shot in 2018, was in post-production until 2019 and finally released after the worst of CoVID was over in 2022. If you are a passionate Hong Kong film watcher, then you will notice the similarities with Mad Detective; but Detective vs Sleuths still holds up as a really enjoyable inventive film with a number of surprises for the audience.
Useful tools.
Kinopio – quick lightweight service similar to Miro and MilanNote.
Clean Links – for iPhone, iPad and Mac cleans out tracking codes from URLs when you share them, for instance in a Slack conversation.
Not a tool per se, but a technique that started on Chromium browsers and is now more widely supported, scroll to text fragments. Appending to the end of a URL:
#:~:text=startWord,endWord
When someone clicks on the link they are guided directly to a highlighted section on the page, rather than having to search or guess at what you meant. It isn’t perfect, but it’s rather good.
i am a strategist who thrives on the “meaty brief”—the kind where deep-tech or complexity, business goals, and human culture collide.
With over a decade of experience across the UK, EMEA, and JAPAC, I specialise in bridging the gap between high-level strategy and creative execution. Most recently, I was embedded within Google Cloud’s brand creative team, where I helped navigate the “messy steps” of global pivots and the rapid rise of Gen AI.
My approach is simple: I use insight and analytics to find the “surprise” in the strategy. Whether it’s architecting an experiential event or defining a social narrative for a SaaS powerhouse, I focus on making complex brands feel human and high-velocity businesses feel accessible.
The Strategic Toolkit:
Brand & Creative Strategy: From B2B infrastructure to luxury travel.
AI-Enhanced Planning: Deeply literate in Google Gemini and prompt engineering to accelerate insights and creative output.
Multi-Sector Versatility: A proven track record across Tech & SaaS (Google Cloud, Semiconductors), Consumer Goods (FMCG, Beauty, Health), and High-Interest Categories (Luxury, Sports Apparel, Pharma).
I am officially open for new adventures with immediate effect. If you have a challenge that needs a “wholehearted” strategic lead, let’s talk.
Ok this is the end of my January 2026 newsletter, I hope to see you all back here again in a month. Be excellent to each other and good luck with your new year’s resolutions. As an additional treat here is a link to my charts of the month for 2025, in PowerPoint format that you can freely use in your own presentations.
Don’t forget to share if you found it useful, interesting or insightful as this helps other people and the algorithmic gods of Google Search and the various LLMs that are blurring what web search means nowadays.
2025 started warmer, but windier than normal. I had just published a similar post and had a days break before thinking about drafting 2025 as it happened, how it was seen at the time tends to be missed out when we look back with the benefit of hindsight.
I haven’t written much about the Trump administration, mainly because everything kept changing, so it wasn’t apparent at the time what was really important. Every day felt like a burning platform.
January 2025
Small and medium sized business confidence at new low. Japanese convenience store operator Lawson used offshore workers to help customers via digital avatar. Chinese property developer VANKE CEO was detained to help authorities with their enquiries. VANKE, alongside Country Garden, is one of the better ran companies known for corporate transparency. Meanwhile Guangzhou FC (formerly Guangzhou Evergrande) was ejected from China’s professional football league. Amazon announced UK drone delivery service.
HSBC shut down their first attempt at competing in the ‘fintech’ space. Zing competed with Wise and Revolut in global money transfers.
Circana research found that GLP-1s weren’t responsible for long term sales declines in snacks and other consumer packaged goods sales.
Rolex raised their prices across their models by 1-to-3 percent. Louis Vuittonrevisited its 2003 collaboration with Takashi Murakami. LVMH Watch Week leaned hard into novelties and featured Bvlgari, Daniel Roth, Gérald Genta, Hublot, L’Epée 1839, Louis Vuitton, TAG Heuer, Tiffany & Co. and Zenith.
Porsche sales dropped, mostly due to 28% drop in China during 2024. Louis Vuitton launched an early 2000s streetwear throwback for its autumn / winter 2025 collection by Nigo and Pharrell Williams.
While generation cohorts are no better than horoscopes, they have prominence in marketing discourse; Gen Beta started. Publicis Worldwide & Leo Burnett merged to form Leo. Kellogg’s returned to British TV screens with mascot Cornelius the Cockrel in the ad ‘See you in the morning’.
51% say that overall, they like the ad, while only 26% disliked it. That’s a good score, you’d expect an average campaign to roughly take 40% like to 20% dislike.
UK institution, the BBC shipping forecast turned 100. Half of banned UK crypto ads remained online.
The earliest iterations of cartoon characters Popeye and Tintin went into the public domain in the U.S – but his likeness and name is still trademarked. STEM content creator Zara Dar made 3x more revenue per video on Pornhub vs. YouTube.
State laws based on Louisiana’s Act 440 require age verification for adult entertainment sites. In response, Pornhub’s parent company, Aylo, had blocked access in 20 states. This included Florida, a major centre for porn production. Meta launched machine learning powered accounts, it wasn’t well received. Meta pivoted from fact checking to be more combative with the EU, Brazil and China.
Some US TikTok users signed up to Chinese Instagram analogue Xiaohongshu in protest to TikTok restrictions.
Why did the US take action against TikTok? Rutgers University affiliated research from 2023 was the best public reason given. TikTok returned in one news cycle thanks to President Trump’s patronage.
Donald J. Trump became U.S. president again as typhoon-speed winds drove fires in Los Angeles.
Canadian prime minister Justin Trudeau resigned. Edelman’s trust barometer survey marked new societal nadir with a crisis of grievance.
Oliviero Toscani, the photographer behind Bennetton’s iconic advertising campaigns and work in the fashion label’s COLORS magazine died.
Film director David Lynch died.
Over the past decade ‘children’s cafeterias‘ which offer free or low-cost meals have grown in Japan from a standing start to over 10,000 venues. (Similar to the UK’s food bank expansion.) 2025 saw 1,794 cafeterias open.
The majority of cafeterias have no age restrictions. Out of an estimated total 18.9 million annual users, 70%, or 13 million, were children while the other 30% (5.9 million) were adults.
Across Asia and in diaspora communities around the world, the lunar new year was welcomed in on January 29th. In the Chinese horoscope, it was the year of the wood snake.
Cellular mobile services in UK turn 40. UK government announced improved atomic clock that will help in more precise, jam-proof navigation. CES was all about generative AI. OpenAI continued to lose money on ChatGPT. Irrational exuberance in LLMs deflated by popularity of DeepSeek.
How January 2025 memed
Streetwear’s pivot to avant garde all-black influenced by Rick Owens and Raf Simons with dark eye shadow, was popularised by hip-hop and trap artists out of Atlanta. Playboi Carti was associated with the look. The look got a name inspired by Carti’s Opium record label – opiumcore. Jing Daily claimed that gender fluidity and opiumcore looks were going to trend in China luxury and streetwear.
It’s at odds with Chinese government guidance. They deplatformed ‘excessively feminine’ male models and those who ‘slavishly worship’ western culture. Even opiumcore’s name is problematic.
February 2025
Donald Trump tariffs announced against Canada, China and Mexico. Samsung head Lee Jae-yong cleared of fraud and stock manipulation charges. Clothing store Forever21 went bankrupt again. Bybit had $1.5Bn of etherium stolen from its ‘offline’ cold wallet – biggest crypto theft to date. Nike collaborates with Skims. Unilever changes their CEO.
Robert F Kennedy Jr promised to ‘Make America Healthy Again” or MAHA, crystalised the name of a movement that brought together wellness and the political right.
Language learning company Duolingo, shared their new brand book, which was held up as an example of how to capture a brand’s culture, positioning and market proposition. Liverpool Football Club refreshed their brand identity. R3 published their 2024 new business league table. Key takeaways:
Interpublic lost 500,000 USD in business more than they won, what they won in creative, they lost in media.
Fuji TV screens tentpole anime show Sazae-sanwithout sponsorships, an advertising boycott over a sexual assault allegation cover-up. Lidl sold out its TikTok shop debut in 20 minutes. Post-production and video FX business Technicolor shut down.
Simon Kemp launched this year’s Digital 2025 compendium of global online behaviours. YouTube turned 20 on Valentine’s Day. Cory Doctorow’s Pluralistic turned five.
David Webb announced plans for the end of his iconic financial website which covered the Hong Kong market. Webb was in the final stages of his battle with cancer. Fiverr launched FiverrGo – a generative AI art-working service.
Taiwanese TV actress Barbie Hsu (pronounced Shu) died aged 48. Hsu was a popular actress across East and South East Asia. The Democratic Party in Hong Kong disbanded.
HKTaxi – which pioneered taxi-hailing apps in Hong Kong, announced April closure. The Washington Post alleged UK government demanded global backdoor on Apple services. Apple removed protected cloud encryption from UK users. Humane AI has its intellectual property bought by HPE. Humane is shuttered including its AI pin device. Apple launched its iPhone 16e, it featured Apple’s first custom wireless modem. Amazon announced closure of messaging and video app Chime. Promised to continue supporting the Chime SDK, which allows the underlying messaging and video service to be integrated directly into apps. Microsoft announced Skype service closure.
How February 2025 memed?
Credit due to Dan Lambden: *LinkedInsincerity (noun)*: A phenomenon observed on LinkedIn characterised by interactions that appear inauthentic, exaggerated, or lacking genuine sincerity.
These interactions may include overly enthusiastic endorsements, insincere congratulatory messages, and inflated descriptions of professional achievements, often driven by the desire to network or gain visibility rather than foster true professional connections. In essence, LinkedInsincerity represents the façade of professionalism masked by the pursuit of personal gain.
March 2025
March started with cold sunny days and the first snowdrops in the park by my house.
But in comparison to the weather, economic indicators weren’t great. Hong Kong slowed down its retail sales decline. HSBC celebrated the 160th anniversary of its founding.
Launched in 1953, JCB built their 1,000,000th backhoe loader. Volkswagen announced move away from touchscreen-only car controls. AstraZeneca bought cell therapy company esoBiotec. 23andMe declared bankrupt.
Going upmarket, Moët & Chandon & Pharrell Williams collaborated on a €30,000 limited edition champagne bottle. It was to demonstrate ‘ collective spirit, optimism and human connection’. Lewis Hamilton became a Lulu Lemon ambassador. Willy Chavarria collaborated with Tinder on a small collection with the theme ‘How we love is who we are’. Rolex opened London flagship managed by Watches of Switzerland. Maker’s Mark launched Fielden Rye whisky – their first new recipe in 70 years.
Starbucks launched a collaboration with Snoopy to reboot sales.
In media, Sesame Street started shooting its 56th season. But had no distribution partner in place. Yahoo! sold TechCrunch to private equity buyer. The Federal Trade Commission looked into Omnicom’s takeover of Interpublic. Apple loses $1 billion / year on streaming. Medical drama Grey’s Anatomy turns 20 years old. The Grateful Dead celebrated their 60th anniversary with a 60 CD boxset Enjoying The Ride featured live sets recorded from 1969 to 1994.
In online, old was gold as Yahoo! turned 30 and has enjoyed a mild comeback. (Disclosure, I worked there earlier on in my career.) Digg relaunch announced. Discord planned for IPO.
Manus, a Chinese ‘general AI agent’ launched beta release that outperformedOpenAI. Deliveroo announced plan to exit Hong Kong operations in April.
Mobile World Congress saw Xiaomi & Realme show concept smartphones with detachable lens. Apple delayed more personalised aspects of Siri in its Apple Intelligence rollout. Alphabet bought security start-up Wiz for $32Bn. Microsoft turned 50 years old. Oracle systems were breached and health records stolen.
In other news, Japan marked 30 years since the Tokyo subway sarin attacks. Author and former KGB officer Oleg Gordievsky died. Irish crime fiction author Ken Bruen died.
How March 2025 memed?
Geopolitical disruption: The Daily Star is a UK tabloid newspaper with a right of centre, populist editorial voice. It would be a natural ally of the Trump administration; yet the headline on front page of the paper was ‘JD Dunce‘ on the March 5th, edition.
Research firm YouGov showed a sharp decline in how UK people saw the US.
April 2025
The end of March 2025 was the height of sakura season in Japan and in the UK. The sun greeted the start of April, so did the Trump administration with global tariffs in ‘Liberation Day‘ announcement.
Another thing went up in the US as well as tariffs, preventable disease-related deaths. Pertussis (whooping cough) and measles increased in US compared to last year. Pertussis infections doubled, measles infections grew even more. Spain and Portugal suffered countrywide electricity blackouts.
The US National Science Foundation got rid of most external advisory panels and the FDA announced move to phase out animal testing.
On a lighter note another thing going viral was pistachio cream filled chocolate.
At Watches & Wonders, Rolex launched the Land Dweller, a watch design that is similar in concept to the Oysterquartz, Audemars Piguet Royal Oak and the Vacheron Constantine Overseas. Just as important was the new high-beat movement design rolled out in the Land Dweller. Prada bought Versace. LVMH fashion and leather goods sales fell 5% year-on-year. Added to luxury sector woes were Chinese factories claiming to offer consumers better deals on luxury goods by going direct. One bright note – Highsnobriety found that 40% of American respondents found that sustainable fashion was fashionable. This compared to just 25% of young people (gen-z) globally.
Advertising Week Europe was held in London. Key topics of discussion included retail media and connected TV from Uber, Carwow and Disney. Adobe provided generative AI designed conference bags. UK marketing spend fell for first time in four years. Hostess Brands became first mainstream brand to promote their products on April 20th – informally 4.20 day that celebrated cannabis use. McVities celebrated the 100th anniversary of the chocolate digestive and Wired magazine celebrated the 30th anniversary of its original website.
Bluesky announced its plans to verify accounts. Nike sued over the closure of its NFT business.
In other news, it was 50 years since the end of the Vietnam war. Reggae star Max Romeo died in Jamaica, Pope Francis died in Rome and it was the 100th anniversary of The Great Gatsby by F Scott Fitzgerald. Fitzgerald’s ending to the novel was widely quoted and captured the zeitgeist of April 2025 well.
“They were careless people . . . they smashed up things and creatures and then retreated back into their money or their vast carelessness, or whatever it was that kept them together, and let other people clean up the mess they had made.”
I had started a project engagement at Google. This was 20 years to the day when I started my in-house gig at Yahoo! less “plus ça change, plus c’est la même chose” more “history doesn’t repeat itself, but it often rhymes”.
The Apple iPad turned 15 and AirTags turned 4 years old.
How April 2025 memed?
An article in WARCcaptured April’s mood for me with the acronym VUCA. The phrase has its origin in the US Army War College during the mid-1980s, who were looking to describe a post-cold war scenario.
Volatility: Rapid significant change with little to no warning as to the size of change.
Uncertainty: Unclear outcomes as are the causes.
Complexity: Multiple factors in play with complex inter-related aspects to them which makes finding a way forward challenging.
Ambiguity: the information that is available is open to misinterpretation.
May 2025
May started with the warmest day of the year, 26 celsius in London.
Warren Buffett announced plan to retire from Berkshire Hathaway. The UK and US outline shape of a limited trade agreement. The CIA launched a high production value ad campaign on western social media to recruit Chinese agents.
CNBC’s Jim Cramer celebrated 20 years of his Mad Money show. While 2024 was was the year of semaglutide, Novo Nordisk seemed to snatch defeat from the jaws of victory. It was still a surprise when Lars Fruergaard Jørgensen stepped down as CEO. Unilever discovered a correlation between a particular type of skin microbiome bacteria and positive mental health measures. Consumer DNA testing company 23andMe was sold to Regeneron.
Alex Mashinsky sentenced to 12 years for fraud related to 2023 collapse of cryptocurrency business Celsius.
Monocle announced a new book shop and café in Paris. Business Insider laid off over 20% of staff and announced shift to AI. Amazon announced Prime Day to be held in July and did its first brand refresh in two decades. Google refreshed the big G icon. Mozilla announced closure of bookmarking service Pocket. Wikipedia took five years to go from six million articles to seven million around May 28, 2025. DoorDash agreed to buy Deliveroo. Hong Kong congee restaurant chain Ocean Empire closed down abruptly. Nutella announced a new peanut-based variant.
Dior Coutureadmitted a successful cyber attack. US telecoms company Charter announced it was buying Cox Communications.
McDonald’s Restaurants saw a decline in sales. This was down to low income consumers spending less, while middle class earners still weren’t going into McDonalds. Normally when there is a recession, McDonalds should benefit from the more well-off trading down to McDonalds. Instead, fortunes have diverged into a ‘k-shaped’ recession. Lower income earners are hit, while middle classes aren’t. What Axios called the ‘McRecession‘.
How May 2025 memed?
The conclave to select a new Pope shined a light on all things Vatican related. President Trump got in on the act via his social media feed. Robert Provost was elected pope in a relatively fast conclave. His election surprised prediction markets. Recent film Conclave became a must-watch film as it was a good guide to the process of electing a new Pope.
June 2025
June started with changeable spring-like weather with rain from London to Tokyo. The UK government published its Strategic Defence Review. A Ukrainian operation destroyed Russian aircraft deep inside Russia using small drones concealed in containers. Israel launched attacks on Iran.
CEO Mark Read announced he was leaving WPP at end of 2025. Apple’s ‘Shot on an iPhone’ campaign won at Cannes. Apple launched a new ‘shot on an iPhone’ film featuring Stormzy.
US Vogue editor Anna Wintour moved to more hands-off role as chief content officer at Condé Nast.
Unilever bought ‘chemical-free’ direct-to-consumer men’s personal care brand Dr Squatch for $1.5Bn. UK discounter Poundland was sold for a pound.
Hong Kong legalised basketball betting by Hong Kong Jockey Club. This will attract mainland gamblers where basketball has a huge following in comparison to soccer or horse racing. Asian currency arbitrage opportunity indicated a problem in US finances.
Bill Atkinson who was part of the original Mac and General Magic teams died, as did soundtrack composer Lalo Schifrin.
Meanwhile Apple’s WWDC felt like Mac-orientated conferences of years long past. AI was sprinkled in features with a focus on on-device AI models. Oakley and Meta collaborated on smart glasses. Flickr roles out creative commons 4, giving creators greater control over their image rights.
Chart of the month June 2025
Podcast advertising showed signs of maturing with slowing growth according to WARC.
How June 2025 memed? – TACO
From US foreign policy to trade negotiations the TACO trade dominated. TACO was shorthand for ‘Trump always chickens out’ – markets bet against the Trump administration’s commitment to a course of action – which starts to become a dangerous bet to make when this viewpoint becomes sufficiently visible. OperationMidnight Hammer being the exception that proved the rule.
July 2025
July started off with a heatwave. The Big, Beautiful bill passed in the US senate and congress. In the UK, on of the biggest things that happened in 2025 was that 16 and 17 year olds got the right to vote. The Communist Party of China turned 104, the United States celebrated its 250th anniversary of its founding. It was the 40th anniversary of Live Aid – so Live Aid was the equivalent distance in time from us to what the end of the second world war was to Live Aid.
Perplexity AI touted a nascent advertising offering around media agencies. Chinese multi-modal AI model Kimi launched. One of the more interesting aspects was the ability to upload up to 50 documents for reference. But it didn’t deliver as well as promised, I will let the Web Curios newsletter tell you the rest:
…when I played with it earlier this week it quickly became apparent that this is a mendacious little fcuk and will spit out completely-invented material with a glee unmatched by any of the actual, paid-for, top-end models; as such I can only recommend it as a fun thing to poke around with rather than a free alternative to the big players.
Apple supported the cinema launch of its film F1, with a haptic trailer, which used the vibrating motor on the smartphone alongside the speakers. The film did well at the cinema, so Apple bid for formula 1 streaming rights in the US.
K-pop band BTS announced return with news music and global tour. The Observer laid bare lies and deceit behind bestseller The Salt Path. Media executive Linda Yaccarino resigned from Twitter (X).
In the same way that in the mid-1990s onwards to 2000, the internet became part of culture as much as a technology people used, AI has been having a similar movement since 2023 onwards. When you combine AI with highly memetic training content and accidents ensue, so it was with Grok AI becoming ‘Mechahitler‘ and edgelords around the world rejoiced in their childhood bedroom or parent’s basement. Grok is considered to be an AI without a ‘woke ideology’.
Grok didn’t magic the name ‘Mechahitler’ out of thin air, it is a character from the Wolfenstein series of games based on various alternative history scenarios of world war two. It’s emulated by cosplayers and a film had been in development for over a decade.
Mechahitler as a meme beat out BURRITO – Bold Unilateral Retaliation Regardless of Inflation Trade or Order, which came from the TBOY podcast.
August 2025
July bowed out wetter and cooler than much of the month and August opened with winds that made it feel more like spring. It was the 80th anniversary of the atomic bomb attacks on Hiroshima and Nagasaki and the 250th anniversary of Daniel O’Connell. Indonesians protested their government by flying the pirate flag from manga and anime franchise One Piece.
Vogue saw an online backlash against its first AI model photo shoot. A French livestreamer died live on broadcast – in a manner eerily reminiscent of the David Cronenberg’s Videodrome.
Adidaslaunched a collaborative sneaker with Lufthansa. The Ford Transit celebrated its 60th birthday. Nike leans into its ACG technical outdoor brand to drive growth. Seiko celebrated 60 years of making dive watches in a low-key manner with enthusiasts. McDonald’s in Thailand allegedly demanded damages and fired a restaurant manager for having previously been a go-go dancer – who was pictured on her former bar’s social media. It wasn’t clear if it was a franchisee or the Thai McDonald’s partner McThai Co. Ltd who was involved.
Intel CEO was asked to resign by The White House because of his ‘connections‘ to China. Later on the US government takes a stake in Intel. The Pakistani energy sector suffered from renewed cyber attacks.
https://flic.kr/p/2rmo6o8
NASA Jim Lovell who was famous for being part of Project Apollo died.
How August 2025 memed?
In the same way that Che Guevara was a touchstone for rebellion against established authority in the 20th century – the internet has found its own icon. Ibrahim Traore is a coup leader and Burkinese army officer. Traore has become famous beyond the Francophone region, becoming an icon for protestors from Micronesia to the New Zealand Parliament.
September 2025
Autumn weather started in the last week of August, with the rain arriving too late to help out arable farmers in the home counties.
China, Russia and India met as part of the SCO (Shanghai Cooperation Organisation).
China and Russia sign an initial agreement to develop a new high capacity gas line called Spirit of Siberia 2. Oracle’s Larry Ellison becomes the world’s richest man.
ITV celebrated its 70th birthday. Long time online blogging service Typepad closed down. Online news aggregator Techmeme turned 20. Google Docs turns 20 and Google Chrome browser market share exceeds 70 percent. AOL discontinued dial-up internet services in the US and Canada and was put up for sale for $1.5 billion. That’s still less than $1.50 for every disk and CD that AOL ever sent out to consumers in the US and Europe. The UK security services launched the Silent Courier portal to aid leaks by Russian and Chinese sources. Mastodon launched new services for corporates and marketers. Specialist interest online video networks Playeur and History of Weapons and War (think History Channel meets YouTube documentaries) both closed down, subscription based video platforms are hard.
Apple continued to lose key engineers to Meta and launch iPhones. Training LLMs sloppily in one aspect of their roles can make their behaviour malicious in other areas. Chinese company makes world’s fastest production car.
Concerns about an AI bubble started to show up in rate of change in search volume.
In the face of smartphone bans, American school children dug out iPods, Discmans and Walkmans to still have music while they study or just hang out in class. The UK government tested its emergency alerts system prompting a siren sound and this screen shots on smartphones across the country. There was no corresponding SMS text message to feature phones.
Ron Carroll, a Chicago-based singer, producer songwriter died leaving a body of house music behind. Italian film actress Claudia Cardinale died, she was famous for Fellini’s 8 1/2 and Leone’s Once Upon a Time In The West. Giorgio Armani died a week after his last interview with the FT was published. Robert Redford died aged 89, a day after the FT wrote a style article about the tweed blazer he wore in Three Days of The Condor. It didn’t take long for some wags to talk about the ‘curse of the FT’. Yahoo! News covered off Redford’s ‘role‘ in the nod of approval GIF, which made me a bit sad, given for many people that clip of Jeremiah Johnson was all they’d seen of his career as an actor / director.
How September 2025 memed?
Operation ‘Raise The Colours’ saw St George’s flags spring up across England from homes and lamp posts to painted roundabouts. Whilst many of the displays were well meaning, the initative was apparently driven by far right groups. This seemed to be designed to build momentum for a Tommy Robinson rally in London.
October 2025
There was a downpour overnight as September rolled into October. The Labour Party conference had finished, leader Kier Starmer had historically low approval ratings. Storm Amy hit the UK that weekend. Britain lost control of its borders. Data analysed by David Webb showed that Hong Kong had a revenue problem from tax avoidance / evasion of tobacco products. The cause was less clear, it may be cross-border shopping trips, smuggling gangs or more likely both. Webb’s website was shut down on Hallowe’en.
Barclays bought US consumer loans business Fresh Egg.
The FT claimed that the UK government demanded a backdoor to British user data. The Labour Party conference had finished. Ireland elected a new president in a process marred by a large amount of spoiled votes and low turnout. Scandal dogged Labour decision to abandon China spy case – or as former British ambassador with Chinese experience put it ‘appeasement’ and a ‘masterclass in ineptitude’. Chinese conglomerate BYD sells record number of electric cars in UK as Jaguar Land Rover flounders from cyberattack by suspected ‘state actor‘. Mercedes Vision Iconic concept car unveiled in Shanghai, looked like the vehicle the relaunched Jaguar brand would want to build. The grill design mimicked a vintage Mercedes 600 ‘Grosser’ and was a world away from the current nadir of the car brand.
Apple released upgrades of three products with its M5 processor. LVMH offered hope of business growth. Adidas unveiled its football for the next world cup called Trionda which looked like a shanzhai Poké Ball (used for catching and storing Pokemon). Toyota won its ninth manufacturers championship competing in the FIA WRC (world rally championship). 2025 marked their fourth back-to-back championship win.
Indonesia blocked TikTok and then unblocked it when the platform provided user information. Analytics suggested the world usage of social media may have peaked. Amazon hit 200 million US shoppers using Prime. Alphabet celebrated the 25th anniversary of Google Ads.
OpenAI had teething troubles while developing a new consumer hardware product, and seemingly does deals with everyone for $1 trillion+ of infrastructure – by mid-October it’s easier to list who they hadn’t done a deal with. By the end of October, OpenAI announced for-profit business. Concerns about an AI economic bubble became mainstream. EU looked to promote AI digital sovereignty. Amazon Web Services had an outage, Gigabrain announced the shutdown of their Reddit search tool and pivot to Aire AI video. NHS announced major productivity benefits from Microsoft Copilot trial.
Palantir CTO Shyam Sankar criticised Jensen Huang and Nvidia (at the head of a vanguard of large American multinationals) on their continued investment in China. The title was subsequently changed on the digital edition of the op-ed in the Wall Street Journal to a more generic ‘Why the China Doves Are Wrong.’
Actress and director Diane Keaton died leaving behind a diverse body of film and TV work. I thought her role in The Little Drummer Girl is her most underrated performance.
How October 2025 memed?
My favourite one of the five ‘core’ trends Jing Daily on Chinese social media ‘fits’ was goblincore.
The name tells you everything that you need to know. The looks seems to be inspired by video games and cosplay that borrows heavily from Tolkien, who in turn borrowed from European folklore.
Escapism with a hint of darkness made a good deal of sense in a time of high youth unemployment, economic uncertainty and technological upheaval in China.
November 2025
The end of October was wet and blustery. The Economist came out and said that western government debt was at levels unseen since Napoleonic times. Donald Trump threatened to sue BBC. Vaping overtook smoking in the UK. Starbucks sold the majority of its China operations to a local private equity investor. Sony launched a cheaper Japan-only Playstation 5. Funko announced that it would struggle to continue as a going concern due to its high debt level. Celebrations for the 85th anniversary of Bruce Lee got underway.
Palantir had great sales results, but spooked investors. Microsoft admitted that its efforts to build out computing power for LLMs was limited by access to data centre electrical power.
Some of the major studios in the porn industry including Aylo who runs Pornhub came together to establish a code of conduct. Why now? China’s equivalent to Grindr have been withdrawn from local app stores.
Shein keelhauled by the French government due to it selling ‘child like’ sex dolls online. Israel gets rid of Chinese cars in its vehicle fleet as it can’t the vehicles against espionage. An executive at L3Harris was jailed for selling secrets to the Russians. BYD announced UK launch date for Porsche 911 rival.
RTÉannounced a new daytime line-up for its week day daytime programming on RTÉ Radio 1 to take it through the end of 2025 onwards. Christmas advertising arrived even earlier than last year. WARC claim that advertisers were following consumers who were starting Christmas shopping research earlier. John Lewis’ effort seemed to be a ‘homage’ to the imagery of Charlotte Wells’ film Aftersun. Nick Asbury wrote the best (all be it over the top) analysis of the advert.
Early research on generative AI produced ad creative had lessons on the best approaches to get effective creative. IPG UK revenue dropped 8.4% quarter-on-quarter in advance of its purchase by Omnicom. Omnicom completed purchase of IPG, a critic described the deal as ‘two drunks leaning on a lamp post‘.
Nigo’s streetwear brand Human Madelisted on the Tokyo Stock Exchange.
Private equity company Vista claimed job cuts were due to AI automating tasks. One in five UK companies expected to follow Vista’s example in 2026. Law firm Clifford Chance let go of 10% of back office staff due to automation and offshoring.
Wang Fuk Court in Tai Po caught fire with the flames spreading from tower-to-tower. The whole of Hong Kong went into mourning. At least 146 people lost their lives. The Chinese government was concerned that the tragedy might spark protests.
How November 2025 memed?
6-7 featured ambiguously on a rap track and was then picked up by teens to mean everything and nothing.
December 2025
The US government published their 2025 National Security Strategy on The Whitehouse website. December started off with rain and Omnicom-IPG related firings playing out in near real-time on Reddit. The share price was up 0.14% by the close of the market in New York. More job cuts were expected as Omnicom hadn’t reorganised its own portfolio of agencies. A presentation that captured the zeitgeist of social media marketing for 2025 was published.
Jimmy Lai, who founded Giordano and The Apple Daily was convicted on two counts of conspiracy to collude with foreign powers and one count of conspiracy to publish seditious materials. The UK government response was weak, the US one slightly stronger.
UK consumer spending dropped at fastest rate in four years. UK arms of discount supermarket brands Aldi and Lidl sold Christmas vegetables including brussels sprouts, turnips, carrots, parsnips and potatoes for 8 pence / bag, (or 84 – 94% discount).
WARC has research to show that global advertising spend is growing faster than the economy – but that incremental gain is accruing only to the major online platforms.
Prada closes its acquisition of Versace. Nike announced more changes in the boardroom. Superdry and Nike got called out for greenwashing claims. Toyota launched the GR GT sports car. Unilever ice cream spin-out ousted independent board chairwoman of Ben & Jerry’s.
Netflix moved forward with a $72 billion bid for Warner Studios and HBO Max. Paramount intervened. Vanity Fair ran a tell-all interview with The White House chief-of-staff. President Trump’s defamation lawsuit against the BBC moved forward.
Facebook sunset Messenger apps for Windows and macOS. PayPal applied to become a bank. The Pax Silica Declaration was signed by nine nations—the United States, Japan, South Korea, Singapore, the Netherlands, the United Kingdom, Israel, the United Arab Emirates (UAE) and Australia to bolster the semiconductor supply chain from Chinese pressure.
How 2025 memed?
YouTuber This is Antwon nailed in his description of the year as The Slop Era to capture how generative AI had captured culture in a similar manner to all things internet in culture from about 1994 onwards as the dotcom era kicked off through to the millennial bust.
404 Media discussed the phenomenon at SxSW, specifically why slop content happens.
Much of it was created by more technically-oriented people in the Philippines, the Middle East or South Asia who were looking to go viral. The reason why they did it was not to become famous per se but to gain vitality and get paid by Facebook’s creator programme.
In essence, the slop wasn’t for you or me, but designed to directly target the algorithm and then the creator gets a small share of the subsequent ad revenue. The model worked as a side hustle only because venture-backed AI models are providing a surplus of free tokens to these creators through farmed trial accounts.
By October, ‘AI slop’ was used as a pejorative for any artwork developed with the help of generative AI including a large public art mural in Chicago.
The FT worried about what it was doing to our online experience and work lives.
I have finished my strategy engagement at Google’s internal creative agency and am now taking bookings for strategic engagements. I can start immediately – keep me in mind; or get in touch for discussions on permanent roles. Contact me here.
My thinking on the concept of intelligence per watt started as bullets in my notebook. It was more of a timeline than anything else at first and provided a framework of sorts from which I could explore the concept of efficiency in terms of intelligence per watt.
TL;DR (too long, didn’t read)
Our path to the current state of ‘artificial intelligence’ (AI) has been shaped by the interplay and developments of telecommunications, wireless communications, materials science, manufacturing processes, mathematics, information theory and software engineering.
Progress in one area spurred advances in others, creating a feedback loop that propelled innovation.
Over time, new use cases have become more personal and portable – necessitating a focus on intelligence per watt as a key parameter. Energy consumption directly affects industrial design and end-user benefits. Small low-power integrated circuits (ICs) facilitated fuzzy logic in portable consumer electronics like cameras and portable CD players. Low power ICs and power management techniques also helped feature phones evolve into smartphones.
A second-order effect of optimising for intelligence per watt is reducing power consumption across multiple applications. This spurs yet more new use cases in a virtuous innovation circle. This continues until the laws of physics impose limits.
Energy storage density and consumption are fundamental constraints, driving the need for a focus on intelligence per watt.
As intelligence per watt improves, there will be a point at which the question isn’t just what AI can do, but what should be done with AI? And where should it be processed? Trust becomes less about emotional reassurance and more about operational discipline. Just because it can handle a task doesn’t mean it should – particularly in cases where data sensitivity, latency, or transparency to humans is non-negotiable. A highly capable, off-device AI might be a fine at drafting everyday emails, but a questionable choice for handling your online banking.
Good ‘operational security’ outweighs trust. The design of AI systems must therefore account not just for energy efficiency, but user utility and deployment context. The cost of misplaced trust is asymmetric and potentially irreversible.
Ironically the force multiplier in intelligence per watt is people and their use of ‘artificial intelligence’ as a tool or ‘co-pilot’. It promises to be an extension of the earlier memetic concept of a ‘bicycle for the mind’ that helped inspire early developments in the personal computer industry. The upside of an intelligence per watt focus is more personal, trusted services designed for everyday use.
While not a computer, but instead to integrate several radio parts in one glass envelope vacuum valve. This had three triodes (early electronic amplifiers), two capacitors and four resistors. Inside the valve the extra resistor and capacitor components went inside their own glass tubes. Normally each triode would be inside its own vacuum valve. At the time, German radio tax laws were based on the number of valve sockets in a device, making this integration financially advantageous.
Post-war scientific boom
Between 1949 and 1957 engineers and scientists from the UK, Germany, Japan and the US proposed what we’d think of as the integrated circuit (IC). These ideas were made possible when breakthroughs in manufacturing happened. Shockley Semiconductor built on work by Bell Labs and Sprague Electric Company to connect different types of components on the one piece of silicon to create the IC.
Credit is often given to Jack Kilby of Texas Instruments as the inventor of the integrated circuit. But that depends how you define IC, with what is now called a monolithic IC being considered a ‘true’ one. Kilby’s version wasn’t a true monolithic IC. As with most inventions it is usually the child of several interconnected ideas that coalesce over a given part in time. In the case of ICs, it was happening in the midst of materials and technology developments including data storage and computational solutions such as the idea of virtual memory through to the first solar cells.
Kirby’s ICs went into an Air Force computer[ii] and an onboard guidance system for the Minuteman missile. He went on to help invent the first handheld calculator and thermal printer, both of which took advantage of progress in IC design to change our modern way of life[iii].
TTL (transistor-to-transistor logic) circuitry was invented at TRW in 1961, they licensed it out for use in data processing and communications – propelling the development of modern computing. TTL circuits powered mainframes. Mainframes were housed in specialised temperature and humidity-controlled rooms and owned by large corporates and governments. Modern banking and payments systems rely on the mainframe as a concept.
AI’s early steps
What we now thing of as AI had been considered theoretically for as long as computers could be programmed. As semiconductors developed, a parallel track opened up to move AI beyond being a theoretical possibility. A pivotal moment was a workshop was held in 1956 at Dartmouth College. The workshop focused on a hypothesis ‘every aspect of learning or any other feature of intelligence can be so precisely described that a machine can be made to simulate it’. Later on, that year a meeting at MIT (Massachusetts Institute of Technology) brought together psychologists and linguists to discuss the possibility of simulating cognitive processes using a computer. This is the origin of what we’d now call cognitive science.
Out of the cognitive approach came some early successes in the move towards artificial intelligence[iv]. A number of approaches were taken based on what is now called symbolic or classical AI:
Reasoning as search – essentially step-wise trial and error approach to problem solving that was compared to wandering through a maze and back-tracking if a dead end was found.
Natural language – where related phrases existed within a structured network.
Micro-worlds – solving for artificially simple situations, similar to economic models relying on the concept of the rational consumer.
Single layer neural networks – to do rudimentary image recognition.
By the time the early 1970s came around AI researchers ran into a number of problems, some of which still plague the field to this day:
Symbolic AI wasn’t fit for purpose solving many real-world tasks like crossing a crowded room.
Trying to capture imprecise concepts with precise language.
Commonsense knowledge was vast and difficult to encode.
Intractability – many problems require an exponential amount of computing time.
Limited computing power available – there was insufficient intelligence per watt available for all but the simplest problems.
By 1966, US and UK funding bodies were frustrated with the lack of progress on the research undertaken. The axe fell first on a project to use computers on language translation. Around the time of the OPEC oil crisis, funding to major centres researching AI was reduced by both the US and UK governments respectively. Despite the reduction of funding to the major centres, work continued elsewhere.
Mini-computers and pocket calculators
ICs allowed for mini-computers due to the increase in computing power per watt. As important as the relative computing power, ICs made mini-computers more robust, easier to manufacture and maintain. DEC (Digital Equipment Corporation) launched the first minicomputer, the PDP-8 in 1964. The cost of mini-computers allowed them to run manufacturing processes, control telephone network switching and control labouratory equipment. Mini-computers expanded computer access in academia facilitating more work in artificial life and what we’d think of as early artificial intelligence. This shift laid the groundwork for intelligence per watt as a guiding principle.
A second development helped drive mass production of ICs – the pocket calculator, originally invented at Texas Instruments. It demonstrated how ICs could dramatically improve efficiency in compact, low-power devices.
LISP machines and PCs
AI researchers required more computational power than mini-computers could provide, leading to the development of LISP machines—specialised workstations designed for AI applications. Despite improvements in intelligence per watt enabled by Moore’s Law, their specialised nature meant that they were expensive. AI researchers continued with these machines until personal computers (PCs) progressed to a point that they could run LISP quicker than LISP machines themselves. The continuous improvements in data storage, memory and processing that enabled LISP machines, continued on and surpassed them as the cost of computing dropped due to mass production.
The rise of LISP machines and their decline was not only due to Moore’s Law in effect, but also that of Makimoto’s Wave. While Gordon Moore outlined an observation that the number of transistors on a given area of silicon doubled every two years or so. Tsugio Makimoto originally observed 10-year pivots from standardised semiconductor processors to customised processors[v]. The rise of personal computing drove a pivot towards standardised architectures.
PCs and workstations extended computing beyond computer rooms and labouratories to offices and production lines. During the late 1970s and 1980s standardised processor designs like the Zilog Z80, MOS Technology 6502 and the Motorola 68000 series drove home and business computing alongside Intel’s X86 processors.
Personal computing started in businesses when office workers brought a computer to use early computer programmes like the VisiCalc spreadsheet application. This allowed them to take a leap forward in not only tabulating data, but also seeing how changes to the business might affect financial performance.
Businesses then started to invest more in PCs for a wide range of uses. PCs could emulate the computer terminal of a mainframe or minicomputer, but also run applications of their own.
Typewriters were being placed by word processors that allowed the operator to edit a document in real time without resorting to using correction fluid.
A Bicycle for the Mind
Steve Jobs at Apple was as famous for being a storyteller as he was for being a technologist in the broadest sense. Internally with the Mac team he shared stories and memetic concepts to get his ideas across in everything from briefing product teams to press interviews. As a concept, a 1990 filmed interview with Steve Jobs articulates the context of this saying particularly well.
In reality, Jobs had been telling the story for a long time through the development of the Apple II and right from the beginning of the Mac. There is a version of the talk that was recorded some time in 1980 when the personal computer was still a very new idea – the video was provided to the Computer History Museum by Regis McKenna[vi].
The ‘bicycle for the mind’ concept was repeated in early Apple advertisements for the time[vii] and even informed the Macintosh project codename[viii].
Jobs articulated a few key concepts.
Buying a computer creates, rather than reduces problems. You needed software to start solving problems and making computing accessible. Back in 1980, you programmed a computer if you bought one. Which was the reason why early personal computer owners in the UK went on to birth a thriving games software industry including the likes of Codemasters[ix]. Done well, there should be no seem in the experience between hardware and software.
The idea of a personal, individual computing device (rather than a shared resource). My own computer builds on my years of how I have grown to adapt and use my Macs, from my first sit-up and beg Macintosh, to the MacBook Pro that I am writing this post on. This is even more true most people and their use of the smartphone. I am of an age, where my iPhone is still an appendage and emissary of my Mac. My Mac is still my primary creative tool. A personal computer is more powerful than a shared computer in terms of the real difference made.
At the time Jobs originally did the speech, PCs were underpowered for anything but data processing (through spreadsheets and basic word processor applications). But that didn’t stop his idea for something greater.
Jobs idea of the computer as an adjunct to the human intellect and imagination still holds true, but it doesn’t neatly fit into the intelligence per watt paradigm. It is harder to measure the effort developing prompts, or that expended evaluating, refining and filtering generative AI results. Of course, Steve Jobs Apple owed a lot to the vision shown in Doug Engelbart’s ‘Mother of All Demos’[x].
Networks
Work took a leap forward with office networked computers pioneered by Macintosh office by Apple[xi]. This was soon overtaken by competitors. This facilitated work flow within an office and its impact can still be seen in offices today, even as components from print management to file storage have moved to cloud-based services.
At the same time, what we might think of as mobile was starting to gain momentum. Bell Labs and Motorola came up with much of the technology to create cellular communications. Martin Cooper of Motorola made the first phone call on a cellular phone to a rival researcher at Bell Labs. But Motorola didn’t sell the phone commercially until 1983, as a US-only product called the DynaTAC 8000x[xii]. This was four years after Japanese telecoms company NTT launched their first cellular network for car phones. Commercial cellular networks were running in Scandinavia by 1981[xiii].
In the same way that the networked office radically changed white collar work, the cellular network did a similar thing for self-employed plumbers, electricians and photocopy repair men to travelling sales people. If they were technologically advanced, they may have had an answer machine, but it would likely have to be checked manually by playing back the tape.
Often it was a receptionist in their office if they had one. Or more likely, someone back home who took messages. The cell phone freed homemakers in a lot of self-employed households to go out into the workplace and helped raise household incomes.
Fuzzy logic
The first mainstream AI applications emerged from fuzzy logic, introduced by Lofti A. Zadeh in 1965 mathematical paper. Initial uses were for industrial controls in cement kilns and steel production[xiv]. The first prominent product to rely on fuzzy logic was the Zojirushi Micom Electric Rice Cooker (1983), which adjusted cooking time dynamically to ensure perfect rice.
Fuzzy logic reacted to changing conditions in a similar way to people. Through the 1980s and well into the 1990s, the power of fuzzy logic was under appreciated outside of Japanese product development teams. In a quote a spokesperson for the American Electronics Association’s Tokyo office said to the Washington Post[xv].
“Some of the fuzzy concepts may be valid in the U.S.,”
“The idea of better energy efficiency, or more precise heating and cooling, can be successful in the American market,”
“But I don’t think most Americans want a vacuum cleaner that talks to you and says, ‘Hey, I sense that my dust bag will be full before we finish this room.’ “
The end of the 1990s, fuzzy logic was embedded in various consumer devices:
Air-conditioner units – understands the room, the temperature difference inside-and-out, humidity. It then switches on-and-off to balance cooling and energy efficiency.
CD players – enhanced error correction on playback dealing with imperfections on the disc surface.
Dishwashers – understood how many dishes were loaded, their type of dirt and then adjusts the wash programme.
Toasters – recognised different bread types, the preferable degree of toasting and performs accordingly.
TV sets – adjust the screen brightness to the ambient light of the room and the sound volume to how far away the viewer is sitting from the TV set.
Vacuum cleaners – vacuum power that is adjusted as it moves from carpeted to hard floors.
Video cameras – compensate for the movement of the camera to reduce blurred images.
Fuzzy logic sold on the benefits and concealed the technology from western consumers. Fuzzy logic embedded intelligence in the devices. Because it worked on relatively simple dedicated purposes it could rely on small lower power specialist chips[xvi] offering a reasonable amount of intelligence per watt, some three decades before generative AI. By the late 1990s, kitchen appliances like rice cookers and microwave ovens reached ‘peak intelligence’ for what they needed to do, based on the power of fuzzy logic[xvii].
Fuzzy logic also helped in business automation. It helped to automatically read hand-written numbers on cheques in banking systems and the postcodes on letters and parcels for the Royal Mail.
Decision support systems & AI in business
Decision support systems or Business Information Systems were being used in large corporates by the early 1990s. The techniques used were varied but some used rules-based systems. These were used in at least some capacity to reduce manual office work tasks. For instance, credit card approvals were processed based on rules that included various factors including credit scores. Only some credit card providers had an analyst manually review the decision made by system. However, setting up each use case took a lot of effort involving highly-paid consultants and expensive software tools. Even then, vendors of business information systems such as Autonomy struggled with a high rate of projects that failed to deliver anything like the benefits promised.
Three decades on, IBM had a similar problem with its Watson offerings, with particularly high-profile failure in mission-critical healthcare applications[xviii]. Secondly, a lot of tasks were ad-hoc in nature, or might require transposing across disparate separate systems.
The rise of the web
The web changed everything. The underlying technology allowed for dynamic data.
Software agents
Examples of intelligence within the network included early software agents. A good example of this was PapriCom. PapriCom had a client on the user’s computer. The software client monitored price changes for products that the customer was interested in buying. The app then notified the user when the monitored price reached a price determined by the customer. The company became known as DealTime in the US and UK, or Evenbetter.com in Germany[xix].
The PapriCom client app was part of a wider set of technologies known as ‘push technology’ which brought content that the netizen would want directly to their computer. In a similar way to mobile app notifications now.
Web search
The wealth of information quickly outstripped netizen’s ability to explore the content. Search engines became essential for navigating the new online world. Progress was made in clustering vast amounts of cheap Linux powered computers together and sharing the workload to power web search amongst them. As search started to trying and make sense of an exponentially growing web, machine learning became part of the developer tool box.
Researchers at Carnegie-Mellon looked at using games to help teach machine learning algorithms based on human responses that provided rich metadata about the given item[xx]. This became known as the ESP game. In the early 2000s, Yahoo! turned to web 2.0 start-ups that used user-generated labels called tags[xxi] to help organise their data. Yahoo! bought Flickr[xxii] and deli.ico.us[xxiii].
All the major search engines looked at how deep learning could help improve search results relevance.
Given that the business model for web search was an advertising-based model, reducing the cost per search, while maintaining search quality was key to Google’s success. Early on Google focused on energy consumption, with its (search) data centres becoming carbon neutral in 2007[xxiv]. This was achieved by a whole-system effort: carefully managing power management in the silicon, storage, networking equipment and air conditioning to maximise for intelligence per watt. All of which were made using optimised versions of open-source software and cheap general purpose PC components ganged together in racks and operating together in clusters.
General purpose ICs for personal computers and consumer electronics allowed easy access relatively low power computing. Much of this was down to process improvements that were being made at the time. You needed the volume of chips to drive innovation in mass-production at a chip foundry. While application-specific chips had their uses, commodity mass-volume products for uses for everything from embedded applications to early mobile / portable devices and computers drove progress in improving intelligence-per-watt.
Makimoto’s tsunami back to specialised ICs
When I talked about the decline of LISP machines, I mentioned the move towards standardised IC design predicted by Tsugio Makimoto. This led to a surge in IC production, alongside other components including flash and RAM memory. From the mid-1990s to about 2010, Makimoto’s predicted phase was stuck in ‘standardisation’. It just worked. But several factors drove the swing back to specialised ICs.
Lithography processes got harder: standardisation got its performance and intelligence per watt bump because there had been a steady step change in improvements in foundry lithography processes that allowed components to be made at ever-smaller dimensions. The dimensions are a function wavelength of light used. The semiconductor hit an impasse when it needed to move to EUV (extreme ultra violet) light sources. From the early 1990s on US government research projects championed development of key technologies that allow EUV photolithography[xxv]. During this time Japanese equipment vendors Nikon and Canon gave up on EUV. Sole US vendor SVG (Silicon Valley Group) was acquired by ASML, giving the Dutch company a global monopoly on cutting edge lithography equipment[xxvi]. ASML became the US Department of Energy research partner on EUV photo-lithography development[xxvii]. ASML spent over two decades trying to get EUV to work. Once they had it in client foundries further time was needed to get commercial levels of production up and running. All of which meant that production processes to improve IC intelligence per watt slowed down and IC manufacturers had to start about systems in a more holistic manner. As foundry development became harder, there was a rise in fabless chip businesses. Alongside the fabless firms, there were fewer foundries: Global Foundries, Samsung and TSMC (Taiwan Semiconductor Manufacturing Company Limited). TSMC is the worlds largest ‘pure-play’ foundry making ICs for companies including AMD, Apple, Nvidia and Qualcomm.
Progress in EDA (electronic design automation). Production process improvements in IC manufacture allowed for an explosion in device complexity as the number of components on a given size of IC doubled every 18 months or so. In the mid-to-late 1970s this led to technologists thinking about the idea of very large-scale integration (VLSI) within IC designs[xxviii]. Through the 1980s, commercial EDA software businesses were formed. The EDA market grew because it facilitated the continual scaling of semiconductor technology[xxix]. Secondly, it facilitated new business models. Businesses like ARM Semiconductor and LSI Logic allowed their customers to build their own processors based on ‘blocs’ of proprietary designs like ARM’s cores. That allowed companies like Apple to focus on optimisation in their customer silicon and integration with software to help improve the intelligence per watt[xxx].
Increased focus on portable devices. A combination of digital networks, wireless connectivity, the web as a communications platform with universal standards, flat screen displays and improving battery technology led the way in moving towards more portable technologies. From personal digital assistants, MP3 players and smartphone, to laptop and tablet computers – disconnected mobile computing was the clear direction of travel. Cell phones offered days of battery life; the Palm Pilot PDA had a battery life allowing for couple of days of continuous use[xxxi]. In reality it would do a month or so of work. Laptops at the time could do half a day’s work when disconnected from a power supply. Manufacturers like Dell and HP provided spare batteries for travellers. Given changing behaviours Apple wanted laptops that were easy to carry and could last most of a day without a charge. This was partly driven by a move to a cleaner product design that wanted to move away from swapping batteries. In 2005, Apple moved from PowerPC to Intel processors. During the announcement at the company’s worldwide developer conference (WWDC), Steve Jobs talked about the focus on computing power per watt moving forwards[xxxii].
Apple’s first in-house designed IC, the A4 processor was launched in 2010 and marked the pivot of Makimoto’s wave back to specialised processor design[xxxiii]. This marked a point of inflection in the growth of smartphones and specialised computing ICs[xxxiv].
New devices also meant new use cases that melded data on the web, on device, and in the real world. I started to see this in action working at Yahoo! with location data integrated on to photos and social data like Yahoo! Research’s ZoneTag and Flickr. I had been the Yahoo! Europe marketing contact on adding Flickr support to Nokia N-series ‘multimedia computers’ (what we’d now call smartphones), starting with the Nokia N73[xxxv]. A year later the Nokia N95 was the first smartphone released with a built-in GPS receiver. William Gibson’s speculative fiction story Spook Country came out in 2007 and integrated locative art as a concept in the story[xxxvi].
Real-world QRcodes helped connect online services with the real world, such as mobile payments or reading content online like a restaurant menu or a property listing[xxxvii].
I labelled the web-world integration as a ‘web-of-no-web’[xxxviii] when I presented on it back in 2008 as part of an interactive media module, I taught to an executive MBA class at Universitat Ramon Llull in Barcelona[xxxix]. In China, wireless payment ideas would come to be labelled O2O (offline to online) and Kevin Kelly articulated a future vision for this fusion which he called Mirrorworld[xl].
Deep learning boom
Even as there was a post-LISP machine dip in funding of AI research, work on deep (multi-layered) neural networks continued through the 1980s. Other areas were explored in academia during the 1990s and early 2000s due to the large amount of computing power needed. Internet companies like Google gained experience in large clustered computing, AND, had a real need to explore deep learning. Use cases include image recognition to improve search and dynamically altered journeys to improve mapping and local search offerings. Deep learning is probabilistic in nature, which dovetailed nicely with prior work Microsoft Research had been doing since the 1980s on Bayesian approaches to problem-solving[xli].
A key factor in deep learning’s adoption was having access to powerful enough GPUs to handle the neural network compute[xlii]. This has allowed various vendors to build Large Language Models (LLMs). The perceived strategic importance of artificial intelligence has meant that considerations on intelligence per watt has become a tertiary consideration at best. Microsoft has shown interest in growing data centres with less thought has been given on the electrical infrastructure required[xliii].
Google’s conference paper on attention mechanisms[xliv] highlighted the development of the transformer model. As an architecture it got around problems in previous approaches, but is computationally intensive. Even before the paper was published, the Google transformer model had created fictional Wikipedia entries[xlv]. A year later OpenAI built on Google’s work with the generative pre-trained transformer model better known as GPT[xlvi].
Since 2018 we’ve seen successive GPT-based models from Amazon, Anthropic, Google, Meta, Alibaba, Tencent, Manus and DeepSeek. All of these models were trained on vast amounts of information sources. One of the key limitations for building better models was access to training material, which is why Meta used pirated copies of e-books obtained using bit-torrent[xlvii].
These models were so computationally intensive that the large-scale cloud service providers (CSPs) offering these generative AI services were looking at nuclear power access for their data centres[xlviii].
The current direction of development in generative AI services is raw computing power, rather than having a more energy efficient focus of intelligence per watt.
Technology consultancy / analyst Omdia estimated how many GPUs were bought by hyperscalers in 2024[xlix].
Company
Number of Nvidia GPUs bought
Number of AMD GPUs bought
Number of self-designed custom processing chips bought
Amazon
196,000
–
1,300,000
Alphabet (Google)
169,000
–
1,500,000
ByteDance
230,000
–
–
Meta
224,000
173,000
1,500,000
Microsoft
485,000
96,000
200,000
Tencent
230,000
–
–
These numbers provide an indication of the massive deployment on GPT-specific computing power. Despite the massive amount of computing power available, services still weren’t able to cope[l] mirroring some of the service problems experienced by early web users[li] and the Twitter ‘whale FAIL’[lii] phenomenon of the mid-2000s. The race to bigger, more powerful models is likely to continue for the foreseeable future[liii].
There is a second class of players typified by Chinese companies DeepSeek[liv] and Manus[lv] that look to optimise the use of older GPT models to squeeze the most utility out of them in a more efficient manner. Both of these services still rely on large cloud computing facilities to answer queries and perform tasks.
Agentic AI
Thinking on software agents went back to work being done in computer science in the mid-1970s[lvi]. Apple articulated a view[lvii]of a future system dubbed the ‘Knowledge Navigator’[lviii] in 1987 which hinted at autonomous software agents. What we’d now think of as agentic AI was discussed as a concept at least as far back as 1995[lix], this was mirrored in research labs around the world and was captured in a 1997 survey of research on intelligent software agents was published[lx]. These agents went beyond the vision that PapriCom implemented.
A classic example of this was Wildfire Communications, Inc. who created a voice enabled virtual personal assistant in 1994[lxi]. Wildfire as a service was eventually shut down in 2005 due to an apparent decline in subscribers using the service[lxii]. In terms of capability, Wildfire could do tasks that are currently beyond Apple’s Siri. Wildfire did have limitations due to it being an off-device service that used a phone call rather than an internet connection, which limited its use to Orange mobile service subscribers using early digital cellular mobile networks.
Almost a quarter century later we’re now seeing devices that are looking to go beyond Wildfire with varying degrees of success. For instance, the Rabbit R1 could order an Uber ride or groceries from DoorDash[lxiii]. Google Duplex tries to call restaurants on your behalf to make reservations[lxiv] and Amazon claims that it can shop across other websites on your behalf[lxv]. At the more extreme end is Boeing’s MQ-28[lxvi] and the Loyal Wingman programme[lxvii]. The MQ-28 is an autonomous drone that would accompany US combat aircraft into battle, once it’s been directed to follow a course of action by its human colleague in another plane.
The MQ-28 will likely operate in an electronic environment that could be jammed. Even if it wasn’t jammed the length of time taken to beam AI instructions to the aircraft would negatively impact aircraft performance. So, it is likely to have a large amount of on-board computing power. As with any aircraft, the size of computing resources and their power is a trade-off with the amount of fuel or payload it will carry. So, efficiency in terms of intelligence per watt becomes important to develop the smallest, lightest autonomous pilot.
As well as a more hostile world, we also exist in a more vulnerable time in terms of cyber security and privacy. It makes sense to have critical, more private AI tasks run on a local machine. At the moment models like DeepSeek can run natively on a top-of-the-range Mac workstation with enough memory[lxviii].
This is still a long way from the vision of completely local execution of ‘agentic AI’ on a mobile device because the intelligence per watt hasn’t scaled down to that level to useful given the vast amount of possible uses that would be asked of the Agentic AI model.
Maximising intelligence per watt
There are three broad approaches to maximise the intelligence per watt of an AI model.
Take advantage of the technium. The technium is an idea popularised by author Kevin Kelly[lxix]. Kelly argues that technology moves forward inexorably, each development building on the last. Current LLMs such as ChatGPT and Google Gemini take advantage of the ongoing technium in hardware development including high-speed computer memory and high-performance graphics processing units (GPU). They have been building large data centres to run their models in. They build on past developments in distributed computing going all the way back to the 1962[lxx].
Optimise models to squeeze the most performance out of them. The approach taken by some of the Chinese models has been to optimise the technology just behind the leading-edge work done by the likes of Google, OpenAI and Anthropic. The optimisation may use both LLMs[lxxi] and quantum computing[lxxii] – I don’t know about the veracity of either claim.
Specialised models. Developing models by use case can reduce the size of the model and improve the applied intelligence per watt. Classic examples of this would be fuzzy logic used for the past four decades in consumer electronics to Mistral AI[lxxiii] and Anduril’s Copperhead underwater drone family[lxxiv].
Even if an AI model can do something, should the model be asked to do so?
We have a clear direction of travel over the decades to more powerful, portable computing devices –which could function as an extension of their user once intelligence per watt allows it to be run locally.
Having an AI run on a cloud service makes sense where you are on a robust internet connection, such as using the wi-fi network at home. This makes sense for general everyday task with no information risk, for instance helping you complete a newspaper crossword if there is an answer you are stuck on and the intellectual struggle has gone nowhere.
A private cloud AI service would make sense when working, accessing or processing data held on the service. Examples of this would be Google’s Vertex AI offering[lxxv].
On-device AI models make sense in working with one’s personal private details such as family photographs, health information or accessing apps within your device. Apps like Strava which share data, have been shown to have privacy[lxxvi] and security[lxxvii] implications. ***I am using Strava as an example because it is popular and widely-known, not because it is a bad app per se.***
While businesses have the capability and resources to have a multi-layered security infrastructure to protect their data most[lxxviii]of[lxxix] the[lxxx] time[lxxxi], individuals don’t have the same security. As I write this there are privacy concerns[lxxxii] expressed about Waymo’s autonomous taxis. However, their mobile device is rarely out of physical reach and for many their laptop or tablet is similarly close. All of these devices tend to be used in concert with each other. So, for consumers having an on-device AI model makes the most sense. All of which results in a problem, how do technologists squeeze down their most complex models inside a laptop, tablet or smartphone?
GLP-1 permission as a post came out of a walk in west London. Chelsea is a wealthy area of the city, with neighbourhoods made up of hedge fund managers, hereditary rich locals, captains of industry like INEOS’ Jim Radcliffe and wealthy foreigners who live in the UK on a seasonal basis.
Zeitgeist
This means that health clinics and pharmacies in the area can successfully sell services to private customers. So I wasn’t surprised to see a pharmacy offering a service to help with weight loss. These adverts are tapping into a global need to combat obesity. A sign of how big using GLP-1s for weight loss and weight management was an advert run during the Super Bowl by Hims & Hers. GLP-1 pioneer, Novo Nordisk for a brief time was the most valuable company in Europe, even more valuable than French luxury conglomerate LVMH.
And for well-off people, going private gives GLP-1 permission when used under the guidance of a healthcare professional to be used for aesthetic reasons rather being solely focused on the medical benefits of reducing obesity.
All of which makes sense why you would see weight loss consultations / services promoted at a pharmacy in Chelsea.
What the advertising got right?
Looking at the copywriting itself, it is solutions-focused with a clear call to action to speak to a member of staff to find out more. The copywriting is very much in line with CAP guidelines and ABPI guidelines.
What the advertising got wrong?
Policing of UK advertising seems to have created a belief that we suddenly operate in a more permissive regulatory and legal environment. GLP-1-based treatments have had some of the biggest commercial and cultural impact since Pfizer launched their erectile dysfunction treatment Viagra.
But despite these medicines being in the cultural zeitgeist there isn’t some exemption, a GLP-1 permission. GLP-1 weight management treatments are still prescription-only medicines and are still governed by the regulations that restrict branded communications to healthcare professionals (doctors, specialists, nurse prescribers, pharmacists) and patients that have already had the medicine prescribed to them.
Take this particular photo of the earlier poster series, In it you can clearly see the logos for both GLP-1 based weight management treatments. Both are prescription drugs, rather than over the counter medicines. This is illegal in the UK (and many other countries outside the United States).
At least we can say with some confidence that the notices were likely produced by the pharmacy, rather than facilitated by the pharma companies involved.
No pharmaceutical company would be pleased seeing their brand given equal treatment with a competitor.
If you are doing marketing for any business like this in the UK, know your CAP and ABPI codes.