I started my career off working on technology clients who were bad for having their own language but pharma jargon takes things to a new level of complexity. I thought I would write a bluffers guide to make other peoples lives easier.
Here’s some of the examples of pharma jargon that came to mind that aren’t immediately apparent to marketers coming in from other disciplines.
ABPI – Association of the British Pharmaceutical Industry is the trade association for companies in the UK producing prescription medicines. It has a code that members should adhere to. See also PhRMA.
Adherence – takes treatment as directed.
Aggregated – usually in terms of electronic medical records (see EMR below), the most in-depth record of information about a patient’s historical set of conditions, treatments and tests for those conditions and much more.
AE – Adverse event. When you get a reaction from a medicine that is negative. It could be soreness from an injection, or an upset stomach right the way through to death. Pharma companies have time-bounded compliance issues related to AEs. This was one of the reasons why they had been slow to use social media in the past.
Behaviour change – a lot of pharma marketing hinges on behavioural science to drive behavioural change. In a lot of sectors behavioural science usually elicits small changes that might not be worth the effort. In healthcare, it could mean saving lives, so it is leaned on much more.
Biologics – treatments made from actual live organisms rather than synthetic chemicals (which would be called drugs).
BLA – biologics licence application. Paperwork submitted to the FDA. Similar to NDA below.
Building the plane as we’re flying it – building the business to scale up. Usually indicates that the company is growing the amount of people it employs and marketing function to help prepare for product launch. This can be teams in a large pharma company attached to a new drug, or a smaller research company who is looking to take a discovery to launch.
CBER – center for biologics evaluation and research (part of FDA) does the same role for biologics as CDER does for drugs.
CDER – center for drug evaluation and research (part of the FDA)
Clinical endpoint – Used in trials. In the trial design there will be a measurable outcome that determines clinical success… if achieved. All trials have a primary endpoint, they may have additional secondary endpoints. Think of endpoints as medical trial objectives.
Clinical studies – research conducted to understand a treatment’s safety and efficacy,
CME – continual medical education – used interchangeably with CPD – continual professional development. Online modules or events that allow HCPs to keep up to date with the latest developments. Useful from a marketing point-of-view to reduce barriers to prescribe through upskilling, or reframing the way a condition is used to favour one product over another.
Co-insurance – the amount the patient has to pay on private healthcare.
Co-morbidity – having more than one medical condition or disease at the same time. For instance, one of the reasons why obesity has become such a public health issue is down to the higher incidence of co-morbidity that can occur including cancer, diabetes, heart disease, fatty liver disease to name but a few.
Co-pay – see co-insurance.
CRO – contract research organisation – a company that helps move a drug to commercialisation a new drug or device from its conception to legal marketing approval. It would be analogous in a lot of other industries to IT outsourcing in terms of its role in a business value chain.
CVA – see eDetail
DTC – direct to consumer. With certain product categories there has been a trend to prescribe via telemedicine consultation with a qualified HCP and then the product can be sent direct to the patient.
eDetail – an interactive presentation usually delivered using a tablet that sales reps use to discuss their client’s product (or increasingly product with a digital service attached) with healthcare professions
EMA – European Union’s regulatory body, see FDA.
EHR – electronic health record. Aggregated and shared across different HCPs from different organisations
EMR – electronic medical record. Used within one medical system / one set of healthcare providers.
EOB – explanation of benefits – the positive effects a given pharma product has for the patient. This will be expressed not only in biological terms but also impact on quality of life or improvements in standard of care enjoyed.
Ethical pharma – branded as opposed to generic prescription products.
FDA – Food and Drug Administration – the body that certifies whether a product is allowed to be used in the US.
Formulary – a list of pharma products that are approved for prescribing from a finance perspective.
GP – general practitioner – family doctor.
Generic – a pharmaceutical product this is no longer protected by patent rights. It can be manufactured by any company. Patents protecting pharma product intellectual property rights surrounding a product run out after 14 years in the UK, but can vary in other markets.
HCP – usually a prescriber or a gatekeeper. This can be a hospital specialist of some sort, a prescribing nurse or a prescribing pharmacist. The gatekeeper category might be wider such as specialist nurses, surgery nurses, hospital pharmacists – the rationale for reaching these people is to reduce the friction in using a product once it has been prescribed. A less common gatekeeper role is about referring a patient to a prescriber – particularly where the treatment can only be prescribed by a specialist.
Ideopathic – as in ideopathic X disease means that the medical profession don’t know the cause.
In-label: a use of a drug that is within its approved ‘label’ see also off-label, USPI and SmPC.
iVA – see eDetail
KOL – key opinion leader. Can be someone who has specialist expertise, is a prolific researcher often cited in medical journals, someone who has an active profile speaking at professional events or on social media. They may be an academic, doctor, a nurse or a pharmacist depending on the market sector, country and product.
MHRA – Medicines and Healthcare products Regulatory Agency – a UK regulatory body that is equivalent to the EU’s EMA and the FDA in the US.
MLR – medical, legal and regulatory. Equivalent of legal and compliance in other industries such as financial services.
MOA – mode of action, also called mechanism of action. How a pharmaceutical product works (if known).
MOD – mode of disease, also called mechanism of disease. What a condition does to the body, what cells it attacks or biochemical processes it interferes with.
MSL – medical science liaison. A non-promotional specialist expert in a pharma company. The equivalent in the enterprise technology space would be a pre-sales engineering role.
NDA – new drug application. Pharma companies like this because it extends the protected life for a drug. A classic example would be semaglutide. Initially it was marketed to treat people with diabetes. But during those trials it was found to correlate with weight loss. It then became a weight loss and management focused product as well. Each application has a patent protected time period.
Off-label: where a doctor prescribes a medicine or treatment do do something that isn’t on its SmPC or USPI (depending which country you are in). A classic example of this at the moment is the use of Ozempic to help with weight loss and weight management. Ozempic was licensed to help with the treatment of diabetes. It is the same active ingredient, but at a different dose rate in Wegovy. Wegovy is licensed for weight loss / weight management.
On-label: exactly the same as ‘in-label’.
OTC – over the counter. In the UK examples would be Gaviscon or Panadol for upset stomachs and pain respectively. Both are available without a prescription.
PAAB – Pharmaceutical Advertising Advisory Board – an American body that would be similar to the ABPI in the UK. It looks specifically at advertising practices.
Patent cliff – intellectual property rights on drugs are protected for a period of time (which varies by market). Generally it’s between 8 – 14 years. Once this period is over, the drug can be made by anybody. When a company has a series of drugs falling out of this protected period, the company is considered to have ‘fallen’ off a patent cliff if it doesn’t have new drugs to replace the old versions.
PAG – patient advocacy group. They advise patients, help fund research, advocate for patient standard of care.
Patient – person with a medical condition. The end consumer of a pharma product.
Patient advocate – a patient advocate plays multiple roles. They act as the voice of the patient with pharma companies providing insight into the patient experience. This is important in order to drive a more patient-centric approach. They may appear in the media as a spokesperson and may testify in front of regulators and legislators.
Patient-centric – a move in marketing over the past two decades from pharma companies just thinking about getting the HCP to prescribe, to thinking about the end consumer experience. Probably one of the first things they could do is stopping using patient and try people with X instead.
PCP – primary care provider. A family doctor or GP.
PDUFA date – (prescription drug user fee act). Part of the FDA approval process once the application has been assessed by CBER / CDER. It’s the date that the FDA must respond to the drug approval application. There are four tracks with varying speeds to the process depending on product need etc.
PHR – personal health record. A patient-facing record accessed through patient portals etc.
PhRMA – Pharmaceutical Research & Manufacturers of America. Industry body that lobbies on behalf of its members. Its role and code is similar to the ABPI and its code in the UK.
PI – prescribing information, although I have heard product information used. What dose is a product given? How often? Any adverse effects that can happen? Any groups of patients who can’t have the medicine? Any medicines or foods that the products can’t be used in combination with – like antibiotics and alcohol?
Placebo – in this case not the moderately successful band. An inactive treatment, used in control tests for new drugs. If your new medicine doesn’t perform better than the placebo control; it’s not going to get approved for use.
Primary care – family doctor, general practitioner or community clinic.
Rx – prescription (which drives pharma sales).
SmPC – summary of product characteristics, a European equivalent of the USPI. A sheet in medicine packaging covering properties, side effects, officially approved ways of using a medicine. The USPI and SmPC can be different for various reasons: a drug can be approved for different uses in different territories, or may have a different brand name. Also USPIs generally have more information.
Submitted charges – American healthcare system speak for amount billed.
Titrate – process of measuring and finding out the concentration of one substance is in a solution (of something else).
Tx – treatment
USPI – US prescribing information is a sheet that goes into every medicine box properties, side-effects and the officially approved ways of using the medicine. The US version includes details of clinical studies.
Veeva – in the same way that Adobe has become the operating system for creative agencies, Veeva is the same thing for pharma companies. Veeva Vault PromoMats will haunt your dreams.
Vx – vaccination
Warning letter – as bad a news as you probably think it would be. Usually sent to pharmaceutical companies by the likes of the FDA of specific regulatory or legal violations that have happened. They have a request for action to correct the violations. This could be down to company practices, procedures or products – or a combination there-of. The company need to go back with a plan and is likely to under increased surveillance from the authorities.
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.
I read the 2025 US National Security Strategy (NSS) so you don’t have to when it came out at the end of November 2025. What’s interesting about these NSS documents is that they set a tone that will be difficult to turn around over the next five to ten years.
I have taken the document at face value as it mirrors many of the talking points of US politicians. I have looked at the document through three lens:
Ireland
European Union
UK
(I live in the UK, I am an Irish citizen and Ireland is part of the European Union).
Some of its key European diagnostics are accurate (but could be also said of the US):
Declining birth rates
Uncontrolled migration (the authors consider African and muslim migrants to Europe particularly problematic)
Economic stagnation (the US is in a similar place outside of the top performers of the NASDAQ)
Deindustrialisation (again a problem that is repeated in the US)
The recently released NSS from the Trump administration represents a an end to an American-led west. It replaces “collective security” with ‘transactional realism’ and targets the European Union’s current political trajectory as a ‘civilisational realignment’. By comparison Russia makes little to no appearance in the document and China is considered mostly in terms of economic power rivalry.
While the US has declared victory in major conflicts via aggressive unilateralism, it now seeks to dismantle “globalist” structures. For Ireland, the UK, and the EU, all are now facing challenges from the US as well as Russia, China and Iran.
European impact
The NSS outlines four pillars that directly impact transatlantic relationships:
The US views NATO as a burden-sharing network, not a permanent umbrella, and explicitly threatens to withhold support from “free-riders”.
“Reindustrialization” is the highest priority. The US will use tariffs to force supply chains home. it considers net zero efforts as an economic suicide act.
The US will bypass EU institutions to cultivate relationships with rightwing populist parties. It views Western Europe’s current migration and social policies as “civilizational erasure”.
A re-assertion of the Monroe Doctrine. The US claims total dominance over the Western Hemisphere and warns European powers against interfering there.
Impact & Mitigation Strategies
🇮🇪 For Ireland
The NSS explicitly mentions a “sentimental attachment” to Ireland. Dublin must ruthlessly exploit this cultural link to secure exemptions from new tariffs, bypassing Brussels where necessary.
Reframe Ireland not as an offshore tax hub, but as a ‘secure node’ in the American supply chain. Emphasise that Irish pharma is safer than Asian alternatives and relies on highly-skilled professionals.
Ireland’s military neutrality is a liability in this document. it isn’t in a defence agreement with the US and he country can’t meet the 5% spending target that the US expects of ‘allies’. Instead, it must heavily invest in cybersecurity and transatlantic cable protection, framing this as its contribution to “collective security” without violating neutrality.
Ireland needs to plan, which would take longer to execute; to have a version of Singapore’s poison pill or pufferfish defence strategy. But this would be adapted for Ireland’s own context and needs in order to maintain its neutrality and sovereignty.
🇬🇧 For the United Kingdom
The US questions whether demographic changes in the UK will make it an ally in the future. However, the UK is better positioned than the EU to pivot.
The NSS seeks “fair, reciprocal trade deals”. The UK should prioritise a bilateral Free Trade Agreement, offering alignment on US export controls (especially regarding China) in exchange for market access.
The UK cannot afford 5% GDP on defence immediately, but it can get closer than the EU. An option would be to position itself as the “unsinkable aircraft carrier” and the primary partner for the US “Golden Dome” missile defence project, solidifying the special relationship through technology transfer rather than just troop numbers.
The US Administration hates “regulatory suffocation”. The UK can aggressively deregulate its financial and tech sectors to mirror the US model, making it the preferred “docking station” for US capital in Europe.
Longer term the UK needs to de-risk critical parts of its economy from the US, and work with other European nations to think about what it would do to have a successful a non-US NATO if the NSS document goes to its natural conclusion.
🇪🇺 For the European Union
The Threat: The document is openly hostile to the EU project, viewing it as a mechanism that “undermines political liberty”. It seeks to encourage internal dissent by supporting right wing populist “patriotic parties”. The 5% defense target is designed to break the current European social contract model.
The 5% demand is likely a negotiating tactic to force 3% or 3.5%. The EU must immediately announce a massive, coordinated purchase of American military hardware at least in the short term, (while investing in European, friend-shored (Australian, Canadian, Korean, Japanese, Singaporean and Turkish) substitutive systems in the longer term.) The short term move buys tactical goodwill and addresses the immediate capability gap.
The US priority is winning the economic war with China. The EU has some leverage if it aligns 100% with US export controls and sanctions on Beijing. Brussels must trade access to the Chinese market for security guarantees from Washington in the short term.
The NSS attacks Europe’s “radical gender ideology” and “Net Zero” focus. (The origins of these beliefs are actually American in nature, a nuance the NSS authors fail to appreciate). To maintain relations, the EU Commission may need to de-politicise trade talks in the short-term, with a view to de-risking in the longer term. The short term trade focus purely on transactional economics and dropping social/climate conditionality in dealings with the US.
Summary
The 2025 NSS is a US roadmap for a post-European world.
Don’t appeal to “shared values” or “international law.” The NSS explicitly rejects “idealistic” foreign policy.
Offer concrete, transactional benefits: secure supply chains, purchase orders for US weapons, and alignment against China.
Move towards a European and friend-shored defence procurement and sustainment over the longer term, as the US may no longer be the arsenal of democracy in the future, if you take the NSS at face value.
Plan to replace specialist US systems over time as access and replenishment may diminish and have processes to takeover NATO governance in the absence of American leadership.
You can find the US National Security Strategy here.
August 2025 introduction – duck and dive (25) edition
This is the 25th edition of Strategic Outcomes. The first edition was quickly bashed out in a hotel room. And people signed up, and kept coming back. As I write this August 2025 has been a weird month with the weather throwing all the seasons at once at us from storms to heatwaves.
The bingo call for 25 – ‘duck and dive’ would have been equally appropriate descriptor for 2025 to date – with massive changes across current affairs, the economy and culture. It seemed to make more sense than calling this a ‘silver edition’.
25 evokes memories a of childhood Irish card game played with my Uncle and Granny on the formica top of the farmhouse kitchen table. Something I frequently did during August nights after a day’s work cleaning up after animals, feeding livestock and other tasks.
For this month’s musical accompaniment I can recommend St Etienne Take Me To The Pilot produced by Orbital’s Paul Hartnoll, which hits different to previous St Etienne records.
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.
From the changing nature of motorsport fandom to do clients actually care about WPP’s organisational changes and new CEO?
Hacks for moving city, from my time uprooting my life from London to Hong Kong and back again. These were and edited version of notes from an email I wrote years ago for a acquaintance who was moving to Shenzhen, soon after I had made the jump to Hong Kong. He is no longer with us, you may get some value out of them.
Books that I have read.
I am currently reading David McCloskey’s Moscow X. The slow reading pace is more down to me rather than the accessibility of the book which is up to McCloskey’s usual high standards.
Things I have been inspired by.
Escalating trade tensions
GLG shared a discussion on escalating global trade tensions. I had a number of takeaways from it.
US trade war with China has devolved into a dangerous stalemate where neither side can back down without losing face.
The core conflict stems from China’s state-led industrial policy clashing with the rules-based system. The Trump administration’s rhetoric triggered China’s historical “century of humiliation,” making compromise politically difficult.
Key takeaways from the discussion:
China’s top demands aren’t about tariffs.
Respect is paramount: China’s first demand for restarting talks is that the Trump administration speaks to them with respect and stops insults.
Sovereignty is key: China insists on discussing Taiwan, which it views as its “most important and most sensitive issue”.
The U.S. is overstretched.
Not enough negotiators: The Office of the U.S. Trade Representative has only about 250 total employees.
Outsourcing is unworkable: Using pro bono law firms to assist raises problems with security clearances and conflicts of interest.
The non-China strategy is different.
A softer tone: The administration’s approach to allies like Japan, South Korea, and Vietnam is more ‘measured’.
Quick deals: preliminary agreements with these nations that focus on tariff reductions, while punting more complex issues negotiations down the road.
Sector-specific US risks loom large.
Technology: export controls on advanced chips and dumping of Chinese-made legacy chips used in cars and white goods.
Autos: Highly integrated supply chains that cross borders, are very vulnerable to tariffs.
Pharmaceuticals: Tariffs on generic drugs could become unprofitable and cause them to disappear from the U.S. market.
But there was more interesting takeaways in the report that paint a more nuanced picture:
The “Learning Gap” is the real barrier.
The primary reason AI pilots stall is that most systems don’t retain feedback, adapt to context, or improve over time.
While 70% of employees prefer AI for simple tasks like emails and summaries, 90% choose a human colleague for complex projects because of the learning gap.
Buy, don’t build.
Internally developed tools fail twice as often as COTS ones.
The data shows a clear winning strategy: pilots built through strategic partnerships with external vendors are twice as likely to reach full deployment as those built internally (a 66% success rate versus 33%).
Companies are making misplaced bets.
An estimated 70% of AI investment is directed at high-visibility sales and marketing functions.
The highest and clearest ROI in underfunded “back-office” areas. Some firms are saving $2-10 million annually in customer service and document processing.
These three points are good news for consultants, productivity suite vendors and enterprise software companies that really understand their clients workflow pain-points.
Chart of the month.
Actually two charts. The first one is a decline in conscientiousness. Depending who you believe this could be down to our always-on lives thanks to social media and smartphones, OR, a victim of the broken social contract that young adults (aka generation z) feel has happened.
A corresponding decline in US consumers reading for pleasure tends to imply a smartphone-related effect rather than broken social contract as cause. Also broken social contracts are depressingly common generation-by-generation.
Things I have watched.
The Iron Prefect was a film that I watched purely on the basis of a talk Alex Cox gave as part of the special features on the Blu Ray. The film is an account of a Fascist-era official sent to combat the Sicilian mafia who ends up finding how endemic and self-defeating his mission is. It is based on the story of Cesare Mori and some of his most famous acts such as the siege of Gangi. Cox talked about its similarity to The Mattei Affair – which I can see to a certain extent, in terms of the themes explored. The film features Claudia Cardinale and Giuliano Gemma – two greats of Italian cinema. But the real star is the scenery.
Hong Kong Hong Kong is a tragic romantic triangle about mainland migrants with a social realism bent. It was shot in 1983, but didn’t have the escapism of more popular films in the Hong Kong box office at the time.
The film is similar in feel to the likes of the kitchen sink dramas of 1960s kitchen sink dramas like This Sporting Life, and John Huston’s boxing drama Fat City. It shows a different side to Hong Kong cinema than western audiences were used to. It came out the same time as Zu Warriors from the Magic Mountain and Jackie Chan’s Project A. Hong Kong Hong Kong benefited from the free flow of rostered actors attached to TVB – the dominant broadcaster being able to work for Shaw Brothers film productions. Protagonist Alex Man, like other stars of his era including Chow Yun-fat and Simon Yam Tat-wah came through TVB’s acting school that nurtured talent from all walks of life from first-jobbers, to former models and policemen.
Man brought experience from television and stage roles to his film performances which makes Hong Kong Hong Kong more powerful.
Finally 1980s the city of Hong Kong itself plays a fantastic role to the drama. From the opening tracking shot taken somewhere above Kennedy Town to the composite buildings and Shangri-La Hotel in Tsim Sha Tsui – to migrant slums that were being dismantled as public housing improved. Hong Kong has continually changed from an architectural point of view, though the pace has slowed recently. Some of the shots pulled at me deep inside as only a home you deeply cared about can.
An Amorous Woman of Tang Dynasty featured Alex Man as a classic wuxi swordsman. The star is Pat Ha Man-jing who would have been 18 or 19 at the time. The film feels more ‘Japanese’ chambara romance than your usual Hong Kong film. Ha’s cleavage is on display – which is unusual as the Hong Kong film industry is more socially conservative. Violence is ok, but risqué films like Sex and Zen with a category III rating often had Japanese actresses in them like Mari Ayukawa and Rena Murakami. The Japanese actresses appeared because of the stigma in Hong Kong society affected actresses careers more than their male counterparts AND the ongoing popularity of Japanese adult films in Hong Kong.
An Amorous Woman of Tang Dynasty shows the two sides of Shaw Brothers productions: great actors and inventive cinematography on one side, together with cheap skating on set design like giant marine plywood panels.
Shaw Brothers had been wounded by the founding of Golden Harvest, he power of the studio system was waning, the Hong Kong new wave movement was taking off and soon ‘mainland collaborations’ would dismantle much of the ecosystem that made Hong Kong cinema great.
I really wanted to like Butterfly on Amazon Prime Video. It had a great cast including Daniel Dae Kim, Piper Perabo and Charles Parnell. It was shot on location in South Korea. It had an interesting take on the privatisation of intelligence operations. But it felt empty and definitely less than the sum of its parts, which is a shame given how well Amazon did on its Tom Clancy adaptions. Butterfly was let down by poor storytelling.
Useful tools.
Yet another LLM. Anara was something I have trialled a little and found useful due to its heavier weighting towards citing research papers compared to the other main LLMs out there. Useful for account planners as another tool in our arsenal to be used in parallel with the more mainstream tools out there, rather than as a substitute.
The sales pitch.
I am currently working on a brand and creative strategy engagement at Google’s internal creative agency. I am now taking bookings for strategic engagements from the start of 2026 – keep me in mind; or get in touch for discussions on permanent roles. Contact me here.
Ok this is the end of my August 2025 newsletter, I hope to see you all back here again in a month. Be excellent to each other and onward for an indian summer, despite some of August already feeling autumnal.
Don’t forget to share if you found it useful, interesting or insightful.
Walsh’s is the kind of business I grew up with in Ireland. In my part of the world it wasn’t the Walsh’s it was Kelly’s and Salmon’s who both ran general stores on the edge of my parish. It was a mix of groceries, cigarettes, a top-loading cabinet of ice creams. In the local market town there was O’Meara’s who still run a supermarket, Lynch’s who run a hardware store, builders yard and farm supplies and Hayes – a chemist and veterinary pharmacy. Like Walsh’s they are all multi-generational businesses with customers from the same families over successive generations.
Maintaining a multi-generational business was (and still is for many) a matter of pride. It can be a great business, you know your customers needs and personalities far better than I ever did working for the likes of Unilever. The Walsh’s will have been with their generations of customers at key times in their lives: engagements, marriage, anniversaries and retirements.
When my Uncle died and we had a wake for him, I met the the pharmacist who looked after his personal and farm needs and her Dad who had filled my prescription for cough medicine as a child. There were people from the hardware store, farm supplies, the newsagent who my family always got their copies of the Irish Farmer’s Journal and the Connacht Tribune.
The Walsh’s are wrapping up because their business can no longer compete with the scale of online jewellers.
It’s interesting that COVID was the inciting incident that broke the generations of consumer behaviour, brand loyalty and relationships. The second factor that the Walsh’s named was the hollowing out of people living within the market town of Mullingar. That’s especially interesting given that Ireland currently has a chronic housing shortage makes me wonder what is going on.
Chris Spargo runs one of the most interesting British YouTube channels looking at the minutae of the UK from supermarket clock towers to book barcodes and milk packaging. This film looks at how The Glass Committee funded by Pilkington Glass created outlandish concepts that promoted discussion. Weirdly enough some of the ideas found themselves from the most outrageous concepts into Britain’s new towns developments.
A history of hacking
Frederico Mazzini goes through a history of hacking with a focus on culture. Even though it was presented for Tokyo College, it had a very western centric slant to it. Interesting points about hacking is an explicit political activity in some non-US cultures – notably France, Italy and Germany.
What became apparent was that Mazzini lacked was any kind of understanding of hacking in Japan, which runs with a much lower profile than their counterpart western communities according to Trend Micro.
