Category: china | 中國 | 중국 | 中華

Ni hao – this category features any blog posts that relate to the People’s Republic of China, the Chinese communist party, Chinese citizens, consumer behaviour, business, and Chinese business abroad.

It is likely the post will also in other categories too.  For example a post about Tong Ren Tang might end up in the business section as well. Inevitably everything is inherently political in nature. At the moment, I don’t take suggestions for subject areas or comments on content for this category, it just isn’t worth the hassle.

Why have posts on China? I have been involved in projects there and had Chinese clients. China has some interesting things happening in art, advertising, architecture, design and manufacturing. I have managed to experience some great and not so great aspects of the country and its businesses.

Opinions have been managed by the omnipresent party and this has affected consumer behaviour. Lotte was boycotted and harassed out of the country. Toyota and Honda cars occasionally go through damage by consumer action during particularly high tensions with Japan.

I put stuff here to allow readers to make up their own  minds about the PRC. The size of the place makes things complicated and the only constants are change, death, taxes and the party. Things get even more complicated on the global stage.

The unique nature of the Chinese internet and sheltered business sectors means that interesting Galapagos syndrome type things happen.

I have separate sections for Taiwan and Hong Kong, for posts that are specific to them.

  • January 2026 newsletter

    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.

    La Délivrance - 7

    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

    SO

    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.

    The value of everything

    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 copywriting by 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.

    ipsos veracity study 2025

    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 cinema poster

    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.

    Capacities – an interesting knowledge management and research app similar to Notion, Mendeley, Yojimbo or DEVONThink.

    The sales pitch.

     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.

    now taking bookings

    More on what I have done here.

    bit.ly_gedstrategy

    The End.

    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.

    Get in touch and if you find it of use, this is now appearing on Substack as well as LinkedIn.

  • AI sovereignty + more stuff

    AI sovereignty

    A post on AI sovereignty came out of one of those times when a casual conversation suddenly has you seeing the theme in your news feeds. I was having one of them conversations with a friend over a paper cup of coffee, mentioned I’d been embedded at Google and they said ‘we can’t trust the Americans with AI, the way we did with social’.

    IBM-GS

    That opens opportunities. Chinese open source models are working in Singapore government data centres, Korean cloud computing company Naver is looking beyond its own country for clients who want an alternative to US big technology. France has gone it alone with its own defence AI – as the ultimate expression of AI sovereignty.

    Apple to fine-tune Gemini independently, no Google branding on Siri, more – 9to5Mac – Apple white labelling Gemini is similar to the Google Search deal in that its outsourcing heavy compute. But also interesting in that it’s making the AI invisible, Apple has hold of the experience and so gains its own AI sovereignty.

    The All-Star Chinese AI Conversation of 2026 | ChinaTalk – Interesting discussions on China based AI platforms on their successes and challenges. By their nature, the give China defacto AI sovereignty. Risk taking and GPUs or TPUs performance seem to be the main sources of concern. A good deal of focus on squeezing out the maximum intelligence per watt rather than scaling to infinity and beyond. Tonality wise it’s refreshing down to earth in comparison to Altman et al.

    Engram: How DeepSeek Added a Second Brain to Their LLM | rewire.it | rewire.it Blog – China making major strides to move the state of the art in LLMs forward.

    How AI Destroys Institutions by Woodrow Hartzog, Jessica M. Silbey :: SSRN – interesting if alarmist paper that indicates the need for organisations to have more control over their intentional use of AI through AI sovereignty.

    ‘South Korea’s Google’ pitches AI alternative to US and China | FT – Korea has built up positive relations in the Middle East since the 1970s when they helped on major construction and engineering projects. They would be viewed positively and as a good hedge to both the US and China from a technology dependency point-of-view. Their offer is greater AI sovereignty for Middle Eastern countries in particular, you might also winning business in Central Asia as well.

    Beauty

    Dermatologists criticise ‘dystopian’ skincare products aimed at children | Skincare | The GuardianDermatologists have criticised an actor’s new skincare brand, calling it “dystopian” for creating face masks for four-year-olds, warning that the beauty industry is now expanding its reach from teenagers to toddlers.

    It comes as a growing number of brands are moving into the children’s, teenage and young adult skincare market. In October, the first skincare brand developed for under-14s, Ever-eden, launched in the US. Superdrug has just created a range for those aged between 13 and 28.

    A number of brands have surged in popularity among very young social-media users, creating a phenomenon known as “Sephora kids”. These children share videos showcasing beauty products from Drunk Elephant, Bubble, Sol de Janeiro and similar brands.

    China

    Apple Reportedly Canceled Orders of Chinese iPhone 17 Pro Displays | MacRumors

    Consumer behaviour

    A Theory of Dumb: Why Are IQ Scores Suddenly Falling? | Intelligencera century ago, if you asked someone what dogs and rabbits have in common, they might answer “Dogs hunt rabbits,” not “They’re both mammals.”Maybe, then, all the noise and novelty wasn’t rotting our minds but upgrading them. (Studies suggest that better nutrition and reduced exposure to lead may have also helped.) In any case, the Flynn effect held steady for so long and through so many apparent threats that there was no reason to believe it wouldn’t last forever, even if, someday, somebody invented a chatbot that could do homework or Theo Von started podcasting.


    Or so thought Elizabeth Dworak, now an assistant professor at Northwestern University’s medical school, when she chose the topic of her 2023 master’s thesis. She decided to analyze the results of 394,378 IQ tests taken in the U.S. between 2006 and 2018 to see if they exhibited the same climb. “I had all this cognitive data and thought, Hey, there’s probably a Flynn effect in there,” she says. But when she ran the numbers, “I felt like I was in Don’t Look Up,” the movie in which an astronomy grad student played by Jennifer Lawrence discovers a comet speeding toward Earth. “I spent weeks going back through all the code. I thought I’d messed something up and would have to delay submitting. But then I showed my adviser, and he said, ‘Nope, your math is right.’”
    The math showed declines in three important testing categories, including matrix reasoning (abstract visual puzzles), letter and number series (pattern recognition), and verbal reasoning (language-based problem-solving). The first two, in which losses were deepest, measure what psychologists call fluid intelligence, or the power to adapt to new situations and think on the fly. The drops showed up across age, gender, and education level but were most dramatic among 18-to-22-year-olds and those with the least amount of schooling.

    The surprising truth about who the loneliest generations are – BBC News – interesting read that matches up with research I did for a consumer brand brief that didn’t happen in the end. I wrote about it more here.

    How Hustle Culture Got America Addicted to Work – Business Insider in America, the long, steady march toward a more leisurely future came to an abrupt halt. Today, according to the international economic database Penn World Table, the German work year is an astonishing 380 hours shorter than ours — which means that Germans work almost 10 weeks less than we do every year.

    Even stranger, Americans began to glamorize their lack of free time. As the boomer generation reshaped society in its own image, it brought its ’60s, countercultural ethos to the workplace — transforming the staid, conformist office into a vessel of self-expression. Work became the central means by which you undertook to live your best life, follow your passion, and change the world. As Goldman bankers and Google idealists alike began to toil through the nights and weekends that previous generations had fought so hard to secure for them, mental-health professionals bemoaned the rise of what became known as “hustle culture.” Working long hours was suddenly the ultimate status symbol, a peculiarly American form of humblebrag. In 2017, a clever marketing study found that if you told an American you worked long hours, they assumed you were rich. If you told an Italian the same thing, they assumed you were poor.

    Waymo Has Come for the Kids in Los Angeles – The New York Times“Here, it is not unusual for families to have multiple children attending different schools far from home. School buses, if you are deemed eligible, are limited to dropping off and picking up children at locations and times that are often unhelpful. The city bus, if there is somehow a direct route to school, comes with its own set of risks that can make parents uneasy.

    Ms. Rivera, a psychiatric social worker, is stuck at work until 6 p.m. most days, while her husband, who installs and repairs glass, comes home even later.

    The couple struggles to coordinate their jobs and their three children. They tried Uber, and Lyft, but found that those drivers tended to cancel after discovering their riders were minors. They turned to HopSkipDrive, a service geared toward students, but the drivers had to be scheduled in advance, and would leave if children were late.

    Then, a few months ago, Ms. Rivera and Alexis did a test run with Waymo.

    “It was the only option where I was like, ‘Oh my God, she can order a car, nobody’s in there, she can unlock it with her phone,’” Ms. Rivera, 42, said. “I know she’s going to be safe and she’s going to get home.” – interesting use case

    Culture

    How hip-hop is shaping the fight for Taiwan’s future | Dazed

    Design

    The Designer’s Playbook for AI Products | by Dára Sobaloju | Bootcamp | Dec, 2025 | Medium – the old rules still apply mostly

    Economics

    The Art of Slowing Down: Why the UAE’s Growth Story Is Now Impossible to Ignore – Intern Pierre

    The Incidence of Tariffs: Rates and Reality Gita Gopinath and Brent Neiman (University of Chicago) – the prinicpal burden seems to be on US industry and highlights the difficulty in trying to unwind global supply chains through tariffs

    Gadgets

    How Oura Ring Capitalizes on Gen Z Women’s Health and Wellness | Vogue

    Why are MP3 players making a comeback? | Dazed – also sound quality, in particular the iPods with the Wolfson DACs

    Ideas

    Nobody knows how large software products work | sean goedecke

    Korea

    Chinese chipmaker CXMT in crosshairs of South Korean prosecutors over Samsung tech leak | South China Morning Post

    South Korea’s consumer agency to order SK Telecom to compensate 58 hacking victims – TradingView — Track All Markets

    Luxury

    Chinese luxury goes local | WARCHigh-end Chinese brands are stealing a march on their Western rivals with homegrown labels that appeal to more discerning local consumers who are looking for luxury items that feel tailored to them. China’s $49bn luxury market is “changing fast”: ecommerce sales at jeweller Lapou Gold, for instance, have surged more than 1000% in the first three quarters of this year compared with two years ago. Songmont, a Chinese brand that claims to have ‘experiential’ designer bags, has grown its online sales 90% while Gucci online bag sales in China have fallen 50%, according to the Business Times. – This was inevitable when you had so many talented (and a number of mediocre) Chinese people being brought through the likes of Central St Martins.

    Six thousand new perfumes in 2025: Why manufacturers are flooding the market

    Marketing

    Coca-Cola CMO Manolo Arroyo on WPP, AI and a new era for media | The DrumCoca-Cola’s marketing ecosystem was sprawling and complex. The business was working with approximately 6,000 agency partners globally, while the majority of its multi-billion-dollar media budget was allocated to traditional channels. Arroyo wanted fewer partners, deeper integration and a shift towards digital-first execution at scale.

    That ambition led to the consolidation of Coca-Cola’s global advertising account into WPP and the creation of Open X, a bespoke unit designed to manage the brand across markets and disciplines. Nine studios were established in key regions, housing a mix of Coca-Cola employees, WPP staff and specialist partners.

    It’s a marketing factory,” says Arroyo. “There are more than 2,000 employees of Coca-Cola and more than 2,000 employees of WPP […] and ultimately it’s enabled us to move from a company that in 2019 was investing close to 75% of our paid media on traditional TV, to a company that’s going to end up this year putting 70% of all our paid media on digital, particularly social and influencer led, marketing. For us, it’s our new TV.

    Materials

    Drones: Decoupling Supply Chains from China | Royal United Services Institute

    Media

    How DVDs and CDs are becoming cool again in the age of streaming – The Washington Post – artefacts are memories and are imbued with meaning in a way that streaming can’t be.

    Online

    Techrights — Baidu and Yandex Have Overtaken Microsoft in Asia | Techrights

    Security

    Outcry after French army chief’s ‘prepared to lose children’ warning | Le Monde“We have all the knowledge, all the economic and demographic strength to deter the Moscow regime from trying its luck by going further,” said Mandon. “What we lack, and this is where you have a major role to play, is the strength of spirit to accept suffering in order to protect who we are.”

    Paying tribute to French forces deployed worldwide, he added: “If our country falters because it is not prepared to accept – let’s be honest – to lose its children, to suffer economically because defense production will take precedence, then we are at risk.” – I don’t think that the west is ready or able to face Russia or China because of this. The war is lost before its fought

    SOF, AI, and Changing Western Conceptions of War | Small Wars Journal by Arizona State UniversityEach generational shift in technology impacts military operations. Consequently, a shift in military training, command, and promotion structure should follow. Much of the conversation surrounding AI makes it seem like an unprecedented esoteric concept. While this is partly true, the same was said about steam engines during the Industrial Revolution. Simply put, AI is the next technological breakthrough and there will be more after it. As Clausewitz stated, the character of war changes, not the nature of war. A willingness to adapt while following strategic tenets will enable us to weather the storm and thrive in AI generation warfare. Failure to do so will only bring obsolescence while America’s adversaries gain global hegemonic status. Proper implementation of AI will result in faster decision making, more accurate intelligence, improved resource allocation, better spatial awareness, more effective messaging, and more impactful strategies. The key to reaching this level of success is SOF. SOF is uniquely equipped and trained to implement AI quickly and effectively, delivering results that can be scaled to the rest of the military. 

    A New Anonymous Phone Carrier Lets You Sign Up With Nothing but a Zip Code | WIREDPhreeli, the phone carrier startup is designed to be the most privacy-focused cellular provider available to Americans. Phreeli, as in, “speak freely,” aims to give its user a different sort of privacy from the kind that can be had with end-to-end encrypted texting and calling tools like Signal or WhatsApp. Those apps hide the content of conversations, or even, in Signal’s case, metadata like the identities of who is talking to whom. Phreeli instead wants to offer actual anonymity. It can’t help government agencies or data brokers obtain users’ identifying information because it has almost none to share. The only piece of information the company records about its users when they sign up for a Phreeli phone number is, in fact, a mere ZIP code. That’s the minimum personal data Merrill has determined his company is legally required to keep about its customers for tax purposes.

    Waking the Sleeping European Giant – by Matthew C. Klein | The Overshoot“Europe” as a geopolitical entity does not exist. Instead of a strong and independent continent capable of securing the lives and freedoms of its citizens, Europe is divided into dozens of countries, all of which are too small individually to stand up to external threats. The problem is compounded by the mismatch between where the military resources can be found and where they are most needed. There is relatively little overlap between the places with the balance sheet capacity (mostly in the north), the places with the productive capacity (mostly in the center), the places with the largest populations of otherwise unoccupied fighting-age men (more in the south), and Europe’s front lines (largely, although not exclusively, in the east).

    Thailand’s tilt toward China tests treaty alliance with US | Defense News

    Software

    AI agents and the 90% problem – by Kyle Chan

    Exclusive | Meta Buys AI Startup Manus for More Than $2 Billion – WSJ

    Bending Spoons raids the digital graveyard for paranormal returns | FT – businesses in the Bending Spoons stable: AOL, the dial-up internet service that had been most recently attached to Yahoo, and Evernote, the virtual scratch pad. – alongside Vimeo and Brightcove with Eventbrite due to join them

    Geek Squad Agents reflect on 20th anniversary of Y2K – Best Buy Corporate News and Information

    The Politics Of Superintelligence

    Wireless

    China Issues First Penalty for Starlink Use in Territorial Waters | GCaptain

  • 2025 – that was twenty twenty five

    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.

    Zing shutdown

    HSBC shut down their first attempt at competing in the ‘fintech’ space. Zing competed with Wise and Revolut in global money transfers.

    On the eve of the JP Morgan Healthcare Conference, the FT highlighted a multi-year decline in digital health investment.

    Investment in digital health

    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 Vuitton revisited 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.

    Takashi Murakami x Louis Vuitton

    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’.

    Kellogg's Cornelius the Cockerel

    YouGov consumer opinion analysis of the ad was positive with a degree of polarisation.

     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.

    Amount of illegal ads, FCA warned consumers about & number of ads taken down

    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.

    TikTok US status screen

    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.

    TikTok returns

    Donald J. Trump became U.S. president again as typhoon-speed winds drove fires in Los Angeles.

    Palisades Fire

    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.

    “All human beings are born free and equal in dignity and rights”

    Film director David Lynch died.

    Eraserhead

    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.

    Raf Simons Redux V

    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.

    Jacquemus sold minority stake to L’Oreal & collaboration on beauty products. Creative directors moved around a lot or as Vogue Business put it ‘endless creative director news’. Breitling looks to resurrect a dead Swiss watch brand. YNAP (Yoox Net-A-Porter) closed its China operation. Rolex closed down the watch manufacturing arm of Carl F Bucherer.

    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:

    • Publicis was far-and-away the biggest winner
    • Interpublic lost 500,000 USD in business more than they won, what they won in creative, they lost in media.
    R3 new business rankings 2024

    Fuji TV screens tentpole anime show Sazae-san without 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.

    Rendezvous with Barbie Hsu

    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.

    HSBC 160years

    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 outperformed OpenAI. 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.

    UK perceptions of US

    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.

    Liberation day social media post.

    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?

    Worker at Seagate tests drives

    An article in WARC captured 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.

    CIA China advert

    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 Couture admitted a successful cyber attack. US telecoms company Charter announced it was buying Cox Communications.

    Political scientist Joseph Nye died. Nye was famous for Soft Power: The Means To Success In World Politics.

    Chart of the month for May 2025

    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‘.

    McDonald's quarterly sales growth

    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.

    Pope Donald

    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.

    HMX_0289

    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.

    Stormzy Apple shot on an iPhone film

    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.

    Global podcast ad spend growth

    How June 2025 memed? – TACO

    The FT popularised 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. Operation Midnight 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.

    Haptic trailer for F1 The Movie

    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).

    Jimmy Swaggart - God Took Away My Yesterdays

    American celebrity and televangelist Jimmy Swaggart died, alongside long-time DJ producer Eamon ‘Ame’ Downes and former Conservative Party politician Norman Tebbit.

    How July 2025 memed?

    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’.

    Wolfenstein

    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.

    Panasonic launched an AI-enabled rice cooker in Japan to help deal with the ongoing ‘rice crisis’.

    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.

    Adidas launched 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.

    Video effects production house Glassworks closed down. The UK CMA approved Omnicom‘s acquisition of IPG. As the deal went through approvals IPG’s business performance worsened. WPP outlined its vision for an ‘AI-empowered agency‘.

    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?

    meme

    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).

    Prime Minister Shri Narendra Modi met H.E. Mr. Xi Jinping, President of the People’s Republic of China on the sidelines of the SCO Summit in Tianjin, China

    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.

    Unilever discovers that microbiome not only affects health, but also aging in a beauty context. Novo Nordisk lost the market for GLP1 agonists to Eli Lilly, 9000 Novo Nordisk employees paid the price. Games Workshop allegedly withdrew Ukrainian language materials in apparent support of Russia. Luxury multi-brand retailer Ssense reorganises as part of its bankruptcy proceedings. Arc’teryx staged a stunt in Tibet that was universally panned.

    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.

    Change of search volume by week in 2025 for AI bubble

    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.

    Robert Redford

    How September 2025 memed?

    St Georges cross.

    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.

    Mercedes Benz Vision Iconic

    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.’

    Palantir calls out Jensen Huang and Nvidia alongside a lot of corporate America

    Qualcomm announced AI chips and first client.

    The IPA publishes two pieces of important research. Balance efficiency and effectiveness or risk a marketing ‘death spiral’ – great piece of work by Les Binet and Will Davis that reinforces the message behind The Long And The Short of It. Beyond engagement – understanding influencer payback revealed some of the benefits and pitfalls in conducting paid influencer campaigns. Though some of the more interesting findings were in the details, including the unpredictability of influencer campaign success.

    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.

    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.

    RTÉ announced 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 Made listed 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?

    67

    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.

    FDD_3546

    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.

    Global incremental ad spend

    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.

    Mistral launches new open weight models. Jim Chanos went public on shorting Nvidia stock. Disney did a deal with OpenAI.

    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?

    The camera follows us in slow-mo

    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.

    The people that made 2025

    The most important part of this recollection of 2025, the people I am thankful for (and to) this year including: Ivana Bivolarova, Graeme Brimmer, Megi Cane, Rosa Chak, Matt Charman, Adrian Cockle, Robin Dhara, Waleed Elgindy, Harry Fowler, Tom Gogan, Haruka Ikezawa, Sarath Koka, Matthew Knight, Valia Koleva, Argyro Kyriakidou Wilson, Sarah Lafferty, Dawn Lee, Rupesh Limbachia, Karen Lo, Lee Menzies-Pearson, Nick Moffat, Fiona Ong, Muhminah Raees, David Shearer, Inas Sid, Angeline Velasco, Nadège Verboon, Calvin Wong & Noel Wong.

    The sales pitch.

    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.

    now taking bookings

    More on what I have done here.

    bit.ly_gedstrategy

    The End.

    Don’t forget to share if you found it useful, interesting or insightful.

    Now on Substack as well as on LinkedIn.

  • Mico + more things

    Mico – A vibrant new way to talk with Copilot | Product Hunt – Strategy wise I have mixed feelings about it. People are already anthropomorphising LLMs and the full impact of that is still yet to be understood – I don’t think its universally good. However, we’ve already got there with Mico as a character. I imagine that fluent objects like Mico does make services stickier.

    In this respect Mico looks like the kind of moral trap Meta, Bytedance have fallen into on their social media platforms.

    Then there is the Clippy trauma now encapsulated as a drop of fleum – but that’s age bracketed so likely means nothing to younger cohorts.

    On the other hand from a marketing effectiveness perspective, if Microsoft use Mico in brand advertising it might work well as a fluent object and boost their brand building performance. Reminded me a lot of British Gas’ Willo the Wisp character.

    Business

    The Pulse: Amazon layoffs – AI or economy to blame? – The Pragmatic Engineer

    China

    A Proud Superpower Answers to No One – by Ryan Fedasiuk – interesting mix of inward-looking and hubris.

    The Loop: How American Profits Built Chinese Power

    Consumer behaviour

    Everyone is totally just winging it, all the time | Psychology | The Guardian

    The Lonely New Vices of American Life – The Atlantic – Booze is down and weed is up, and that’s doing something to Americans as a nation.

    Culture

    Keep the Faith: Inside the modern northern soul revival | Farout magazine – I remember going to Northern Soul nights at the 100 Club on Oxford Street several years ago. Like house, it never disappeared it just went underground.

    Finance

    Sam Altman says OpenAI is not ‘trying to become too big to fail’ | FT and Sam Altman’s pants are totally on fire – by Gary Marcus

    FMCG

    Huggies maker Kimberly-Clark to buy Tylenol maker Kenvue for $40 billion | Axios

    Gadgets

    Moflin | CASIO – an LLM-powered answer to the Furby of the dot com era

    Hong Kong

    Hong Kong’s slumping commercial property market lures savvy tycoon-linked buyer | South China Morning Post – Savvy investors, including a buyer of a floor at Opus in Mid-Levels who is connected to the family of a Cambodian Chinese tycoon, are pouncing on Hong Kong’s slumping commercial property market to snap up bargains.

    The 12th floor of 18 On Lan Street, a Ginza-style commercial building in Central, was handed over to Surplus Inc for HK$34 million (US$4.4 million) on Friday, according to Land Registry records. That represented a 65 per cent loss for the previous owner, Zhou Shubo, who bought the floor for HK$96 million in 2013.

    Kanika Sam Ang was a director at Surplus, according to Companies Registry data. Sam Ang has been associated with the family of tycoon Tony Tandijono, who owns Cambodia-based President Airlines, Phnom Penh casino Holiday Palace and a travel agency in Hong Kong.

    Ideas

    Dubai Chocolate Gives the UAE a Taste of Genuine Soft Power | TIME

    The Prophet of the Stateless Age: What Ian Angell Saw Coming

    Innovation

    New drivetrain technology for off-road vehicles moves safely in difficult terrain | TechXplore

    Sweden, Ukraine to develop new weapons together | Spacewar

    Japan

    Japan Public Markets Under Attack – by Jesper Koll

    Sony launches cheaper Japan-only PlayStation 5 console

    Luxury

    Inside Burberry’s lost year — and the battle to bring back its magic | Dark Luxury

    Materials

    Good vibrations: Ceramic material harvests electricity from waste energy | TechXplore

    Media

    Major Porn Studios Join Forces to Establish Industry ‘Code of Conduct’ | 404 Media – Adult Studio Alliance is founded by major porn companies including Aylo, Dorcel, ERIKALUST, Gamma Entertainment, Mile High Media and Ricky’s Room, and establishes a code of conduct for studios.

    ReelShort and More: The Microdrama TV Series Gold Rush Is Here | Hollywood Reporter – following the Chinese media industry

    Online

    Gen Z Men So Scared of Getting Filmed They’ve Stopped Dating | Rolling StoneIt ends up fueling mistrust in many young men and can turn interactions into battlegrounds where boys feel they must protect their egos. Over time, empathy can go away and suspicion takes its place. Instead of feeling comfortable being genuine, sometimes they second-guess every word or message, wondering how it might be judged, shared, or mocked. But then it takes a turn and that’s why young men may retreat into online spaces that confirm the suspicions they have and help to reinforce negative stereotypes about girls. This causes a Cold War among genders where each side is suspicious of each other and doesn’t have empathy. In these divided spaces, interactions become games of defensive accusation and people grow untrustworthy of one another. – Failing is part of success and of life

    Perplexity strikes multi-year licensing deal with Getty Images  | TechCrunch

    Ritson: Despite Snoop and Katy, Menulog’s collapse was inevitable – Mumbrella

    Security

    Theft Bisect – via Matt MuirThis exists because, seemingly, the Met Police are too dumb to make this themselves’ – you can read an explanation as to the ‘why’ and the ‘how’ behind its existence here, but generally this is just a smart idea, simply-executed.

    Iridium develops compact chip for robust global GPS protection | Space Daily

    CCP Wartime Decisionmaking | ChinaTalk

    Australian spy chief accuses China of IP theft and meddling; experts say remarks reflect certain Australian officials’ attempt to mislead public – Global Times – An Australian spy chief on Tuesday accused Chinese security services of large scale IP theft and political meddling and said China failed to understand how their Western counterparts operate. The remarks came on the heels of comments by Australia’s Defense Minister Richard Marles, who hyped up China’s “military build-up.”

    Chinese experts criticised the series of statements, saying they reflect some Australia politicians’ anxiety and bias toward China’s technological and military progress. Moreover, they said the spy chief’s remarks reveal an arrogance rooted in the belief that Western political system is superior – Global Times is a Chinese government published newspaper.

    Software

    ChatEurope – slow and would have been ok a few years ago

    Nvidia faces Washington heat over alleged Huawei ties | DigiTimes – US lawmakers are ramping up scrutiny of China’s AI and semiconductor sectors, tightening oversight from corporate ties to capital flows to reinforce Washington’s edge in the global AI competition.

    Mozilla announces an AI ‘window’ for Firefox | The Verge

    $) Kimi Kimi on the Wall – by Kevin Xu – Interconnected

    Taiwan

    Mainland Chinese police offer cash rewards for tips on Taiwan’s ‘terrible’ influencers | South China Morning Post – trying to influence Taiwan influencer discussions

    Technology

    Microsoft CEO says the company doesn’t have enough electricity to install all the AI GPUs in its inventory – ‘you may actually have a bunch of chips sitting in inventory that I can’t plug in’ | Tom’s Hardware and Investors need to look beyond the ‘bragawatts’ in AI infrastructure boom | FT

    Why Value Outlasts Valuation – On my Om

    Web-of-no-web

    Waymo In The Fast Lane | The future party – Waymo now allowed on select freeways in the US

  • Toyota FJ Land Cruiser + more stuff

    Toyota FJ Land Cruiser

    Toyota announced its new Toyota FJ Land Cruiser model. The Toyota FJ Land Cruiser is a smaller five-seater vehicle. It is a direct replacement for the FJ Cruiser which was sold in many markets outside the UK and European Union. Like its predecessor the Toyota FJ Land Cruiser shares underpinnings with its larger 7-seater cousin the 250 series. It features a shorter wheelbase. Toyota has put a lot of effort into thinking about how it can make the Toyota FJ Land Cruiser more extensible in capabilities and more modular.

    fj landcruiser

    Modularity comes in compatibility with MOLLE military storage connectivity that has made its way into the civilian world. While Alpine packs are about sleek design with few snags, MOLLE allows fastenings, pouches and equipment to be suspended inside and outside bags. Toyota has now extended this to the inside of the Toyota FJ Land Cruiser’s rear door.

    The focus on extensible features within the vehicle shows how some markets (notably America) have a large after market industry providing additional features for vehicles with aspirations to do overloading. Toyota is an active participant in the SEMA show in the US. This is where fans and the vehicle modifying industry get together to be inspired, do deals and gain intelligence on vehicles so that they can design new after market parts. Toyota brings concept builds, as well as allowing after market manufacturers to measure and 3D scan new vehicles.

    The move to extensible design, shows that Toyota is interested in providing more of that capability through its own business. Third-party parts, in particular lift kits can affect handling and wheel bearings. Designing its own aftermarket parts and applying extensible thinking in the vehicle design philosophy allows Toyota to:

    • Meet consumer needs.
    • Ensure the vehicles meet the factory’s quality and reliability standards.
    • Offer incremental additional revenue.

    While a Toyota FJ Land Cruiser as ‘mum truck’ won’t need a water fording kit. An overlanding enthusiast like Chloe Kuo would put it to good use and influence more potential buyers in the process.

    Like the FJ Cruiser before it we are unlikely to see the Toyota FJ Land Cruiser in UK Toyota dealerships due to the UK government’s focus on forcing UK consumers away from internal combustion vehicles. Instead they are likely to come in small numbers as JDM (Japanese domestic market) pre-owned vehicles.

    Toyota recognises that net zero is more complex than importing Chinese electric vehicles. Considerations also need to be given to vehicle use case, the whole life carbon footprint of the car and sustainability. But that doesn’t make simple solutions for policy makers.

    Toyota will have four Land Cruiser models that it will be selling around the world:

    • J70 series – sold to the UN, various militaries, Japan, Australia and in the global south. Doesn’t pass current European vehicle laws as it’s designed for resilience, robustness, repairability and sustainment in the most hostile environments.
    • J300 series – the flagship of the line-up. Sold in the US as the Lexus LX, this combines the comfort of a top of the range Range Rover with the capability of the 70 series in an off-road environment. As a Land Cruiser it is available in Australia, Japan, the Gulf States, South Africa and various countries in South East Asia from Sri Lanka to the Philippines.
    • J250 series – the most widespread of the Land Cruiser range in terms of sales footprint. It is sold in Japan, Europe, North and South America, Australia, Sri Lanka, the Philippines, China, Vietnam, Brunei and the Gulf States. In Europe it’s known as the Land Cruiser. It’s sold in other markets as the Toyota Prado, the Toyota Land Cruiser 250 in Japan, the Toyota Land Cruiser Prado in Australia and in North America as the Lexus GX and Toyota Land Cruiser. It is smaller and utilitarian than the J300, but not quite as robust or spartan as the J70 series.
    • FJ Land Cruiser – the Toyota FJ Land Cruiser is likely to be sold in North America and Japan, mirroring the markets where the FJ Cruiser was originally sold.

    China

    A Proud Superpower Answers to No One – by Ryan Fedasiuk – an odd blend of policy isolation and hubris. Read with China Doubles Down – by Stephen Roach – Conflict

    Economics

    How the UK Lost Its Shipbuilding Industry – by Brian Potter – The UK ultimately proved unable to respond to competitors who entered the market with new, large shipyards which employed novel methods of shipbuilding developed by the US during WWII. British industry in general failed to invest adequately to keep ahead of competitors. The UK fell from producing 57% of world tonnage in 1947 to just 17% a decade later. By the 1970s their output was below 5% of world total, and by the 1990s it was less than 1%. In 2023, the UK produced no commercial ships at all. – Part of this was also down to policy decisions. The Thatcher administration deliberately designated yards as military-only to drive them to the wall and smash the trade unions.

    Energy

    Honeywell unveils new technology to decarbonise heavy industries | FT – no reason why it couldn’t work for aviation and vehicle fuel as well in principle aside from scale.

    US government and Westinghouse strike $80bn nuclear reactor deal | FT

    Porsche hits reverse on EV push as new CEO shifts back to petrol | FT

    Finance

    Barclays buys Best Egg in $800mn bet on US loan securitisation | FT – is this sub-prime? Read also HSBC warns on wider risks from private credit blow-ups | FT

    Hong Kong

    Memory Exiled | History Workshop – a bit tiresome, don’t get me wrong I am happy to throw brickbats at the UK Government as a citizen of a decolonised country but this is distorted. – The UK government releases papers after 20 years, but some are kept under wraps for longer for national security or other reasons. Sensitive materials (in Hong Kong’s case, perhaps to do with the handover) don’t account for more than a tiny percentage of the content and are redacted. One possible reason the Hong Kong files are still not released is simply that there are huge amounts of them, and they are mostly on microfiche, which is a pain to digitise – not because of a desire to ‘control history’.

    Breaking | Beijing vows to support Hong Kong in better integrating into national development | South China Morning Post – reads like extending Bay Area narrative and weakening Hong Kong‘s distinctiveness?

    Innovation

    The Loop: How American Profits Built Chinese Power

    Luxury

    Kim Jones joins Bosideng to lead its new high-end urban line | Vogue Business – Bosideng are a huge maker of down jackets, it will be interesting where they go with Kim Jones.

    Marketing

    What’s gone wrong at WPP? The crown slips at world’s biggest advertising group | WPP | The Guardian – “Middle-aged traditional creatives, the ones that have built a career doing traditional TV ads and posters who you’d have thought would be the most at threat of extinction, are moving very fast, teaching themselves how to master…generative AI to survive.”

    Forgive the rant, but this quote from an article about WPP’s decline–and the attitude behind it–drives me absolutely crazy. Let’s do the math.

    If you’re a 40-year-old creative, you were 19 when Facebook launched.You turned 21 when Twitter debuted.You were 22 when Apple introduced the iPhone, and 25 when Instagram came out.
    So you’ve literally spent your entire career in advertising creating work for the digital/social/smartphone media ecosystem. 
    And that means you’ve produced way more digital-first and social campaigns than TV spots, let alone posters. (Also: I would love to meet the creative who “built a career” making posters.)

    And creatives older than 40? They’ve successfully navigated the decline of broadcast and mass media, the introduction of smartphones, the broad shift to targeting, the endless parade of social channels and new technologies that Will Change Everything–arguably the greatest two decades of disruption the advertising industry has ever faced.

    And the creatives who are over 60? They’re the generation that *invented* digital advertising. – I thought that this comment from LinkedIn was the most insightful assessment of the article

    Security

    Russia at war — ebook by Royal Danish Defence College – great articles including one by Anders Puck-Nielsen.

    NATO Baltic Sea mission has ‘deterred’ undersea sabotage: commanders | Spacewar

    Dentsu warns staff of data breach after Merkle hit by cyber ‘security incident’ | Campaign

    Software

    Apple employees have ‘concerns’ over Siri performance in early iOS 26.4 builds: report – 9to5Mac

    Major NHS AI trial delivers unprecedented time and cost savings – GOV.UK – Microsoft 365 Copilot trial demonstrates monthly time savings of potentially 400,000 hours for NHS staff.

    Technology

    China calls for ‘extraordinary measures’ to achieve chip breakthroughs | FT and The Dark Horse of China’s AI Silicon: Cambricon After the Nvidia Ban | Voice of Context

    Qualcomm shares jump as it launches new AI chip to rival Nvidia | FT and Nvidia to invest $1bn into Nokia as chip giant extends deal spree | FT – I keep thinking back to Cisco circa 1999 and its never-ending stream of stock-based acquisitions based on the irrational exuberance of of an elevated share price.

    Amazon Plans to Replace More Than Half a Million Jobs With Robots – The New York Times – Amazon is working hard on automating more warehouse tasks with robots, targeting 600k jobs and 30 cents cost saving per item shipped. Versus Alibaba reality circa late 2017.

    Wireless

    Iridium develops compact chip for robust global GPS protection | Space Daily