Category: hong kong | 香港 | 홍콩 | 香港

哈囉 – here you’ll find posts related to Hong Kong. That includes the territory, the culture, business, creativity and history. I lived and travelled to Hong Kong a number of times, so sometimes the content can be quite random.

In addition, I have long loved Cantonese culture and cuisine, so these might make more appearances on this category. I am saddened by the decline in the film and music production sectors.

I tend to avoid discussing local politics, and the external influence of China’s interference in said politics beyond how it relates to business and consumer behaviour in its broadest context.

Often posts that appear in this category will appear in other categories as well. So if Apple Daily launched a new ad format that I thought was particularly notable that might appear in branding as well as Hong Kong.

If there are subjects that you think would fit with this category of the blog, feel free to let me know by leaving a comment in the ‘Get in touch’ section of this blog here.

  • 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.

  • December 2025 issue 29

    December 2025 introduction – (29) rise and shine edition

    I am now at issue 29, in Chinese numerology the number 29 is viewed positively, as it symbolises a long-lasting harmonious relationship. In bingo slang 29 is referred to as ‘rise-and-shine’ – ironic given that we’re currently enjoying the least daylight in any part of the year.

    Rise and Shine

    If you’ve managed to avoid Whamageddon – well done. I did my part with last month’s recommendation for Christmas music.

    This time you can’t do much better capturing pure joy than Folamour at the Mixmag Lab in London. 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.

    A quick look at the implications of the US government’s new National Security Strategy.

    Rob Belk featured me in the Rambull newsletter. If you haven’t subscribed to his newsletter yet, I recommend doing so. It’s akin to a modern-day version of The Whole Earth Catalog, filled with carefully curated tools and useful resources, but without the tie-dye elephant pants. You can check it out here.

    Books that I have read.

    • Counterinsurgency by David Kilcullen. I bought several books on the recommendation of friends during the COVD lockdown and am slowly whittling my way through the pile, Counterinsurgency was one of them. It’s a collection of writings by Australian academic David Kilcullen, who advised the US government from 2005 – 2006 about Iraq and Afghanistan. This book is a collection of his writings from articles in military journals repeating many of the lessons learned in the past about fighting against guerrillas to Indonesian history. I had done some campaigns in Indonesia in the past for Qualcomm and Indofoods, so was interested in the post-independence history within it at the time. More about the book here.

    Things I have been inspired by.

    Due to the timing on writing the last newsletter, I missed writing about how I got to spend an evening with senior in-house marketers thanks to The Ortus Club. The evening was held at a restaurant in Mayfair sharing experience of AI in terms of its benefits, future opportunities and challenges.

    Discussion themes that resonated:

    • There isn’t a lack of enthusiasm for generative AI in the corporate world.
    • Generative AI work often isn’t checked, to the detriment of it. It’s a powerful assist but you need to trust but verify.
    • IP concerns are holding back adoption and impacting tool choice by enterprises. Legal / regulatory departments are important AI gatekeepers.
    • Picking the right AI tool for the right job, too many organisations are trying to use one AI tool for everything.

    Toyota officially unveiled their GR GT and it’s gorgeous looking. It is also a strikingly different direction to the likes of Mercedes Benz and the Volkswagen Group of companies with only useful technology allowed. its rather different to the usual automotive approach of a computer that happens to have four wheels.

    In what is fast becoming an annual end of year tradition, Iolanda Carvalho, Amy Daroukakis, Gonzalo Gregori and Ci En Lee compiled 135+ trend reports from various organisations and strategists tucked straight in. You can explore most of them using NotebookLM here.

    Chart of the month. 

    Ipsos have been doing research in conjunction with Joe.co.uk looking at all things masculinity. One of the charts that stood out for me asked about the use of dating apps.

    dating app usage

    There was a clear gender gap between app usage numbers which represented an interesting challenge for product managers. It would merit further investigation as to the why. I have a couple of hypotheses:

    • Your product didn’t engage with women as much as men.
    • Your product is a poor medium to build up a rapport.
    • Some sort of difference in on-app behaviour usage that divides genders.
    • Your product carries social baggage that means women are less likely to admit that they have used your service.

    You can see how dating app brands have tried to address this through in real life events and women move first in-app mechanisms.

    Things I have watched. 

    bullet in the head ICA rerelease poster

    I managed to get hold of Bullet In The Head on Blu Ray. While John Woo’s A Better Tomorrow. The Killer and Hard Boiled are respected by western directors, Bullet In The Head doesn’t get enough appreciation. The story of the film is almost as good as the film itself. Woo split with production partner Tsui Hark to direct his own script. Woo even self-financed the film. The film is Woo’s singular vision with influences including the Tiananmen Square student protests, Vietnam news reel footage and The Deer Hunter. Over time it had become hard to find and is under-appreciated. It’s not a perfect film because it was so ambitious in terms of its scale and there is a softness to the cinematography that you also see The Killer. Despite all that, it’s a fantastic film that I would thoroughly recommend. As a bonus, here’s a list of John Woo’s favourite films, as you can see he has impeccable taste.

    Prison on Fire is part of my on-again, off-again tour through Ringo Lam’s filmography. Made in 1987, it has ‘Big Tony’ Leung Ka-fai who plays a graphic designer working in an ad agency who is sent to prison for manslaughter. He and his prison friend played by Chow Yun-fat navigate sadistic guards and violent triad convicts.

    Prison on Fire 2 was Ringo Lam’s sequel to the first successful instalment of Prison on Fire. Chow Yun-fat returned to play his central role in the sequel, this time dealing with mainland prisoners, in addition to the usual triads and sadistic guards. In addition to the action, the film focuses much more on the relationship between Chow and his on-screen son. Given the various hot button issues in the film from a modern-day Hong Kong context:

    • Triad – prison guard collusion
    • Conflict between Hong Kong and mainland Chinese
    • Blackening the name of the disciplined services* of the Hong Kong government (coastguard, police, corrections department, anti-corruption agency etc.)

    You are unlikely to see the like of the Prison on Fire films again, they would be in contravention of NatSec aka Law of the People’s Republic of China on Safeguarding National Security in the Hong Kong Special Administrative Region.

    Thief was Michael Mann’s film debut. A hard-bitten heist film with film noir vibes. James Caan plays the protagonist Frank, a professional safe cracker adept at drilling locks out or cutting the door open with a thermic lance. He partners with James Belushi who plays an alarm expert. Mann contrasts the professionalism of Frank executing heists with his awkwardness claiming the heart of his girlfriend. A lot of the tension and craft he later brought to Heat and Collateral are already on display in this first firm, for instance the way Mann shoots nighttime scenes and paces the film’s plot. Tangerine Dream give Thief an amazing soundtrack.

    Useful tools.

    I have been working on a number of video projects and we’ve been using Trint to allow a perfect transcript to be made from digital video rushes that would aid in the editing and post-production process.

    Whether you prospecting for adtech or job-hunting; Mediasense’s agency family tree makes life easier.

    If you are moving into a leadership position, Zoe Arden‘s Story-Centred Leadership: Crafting Cultures of Change is probably worth a look. The book looks at how leaders can use stories to drive change through an iterative process of  ‘listening, building, shaping, sharing and living’ their stories, rather than treating the story as a one-and-done activation. That might sound a bit new-age and your mileage may vary in terms of how it works as a tool for your leadership style. But Zoe might be on to something. Nick Chater‘s The Mind is Flat looked at neuroscience and what we know about thinking arrived at the conclusion that stories are software for the brain and Story-Centred Leadership seems to come from a similar direction. (Disclosure: Zoe worked at my first agency, back then I worked at on B2B & consumer technology and telecoms clients.)

    The sales pitch.

    I have been 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.

    now taking bookings

    More on what I have done here.

    bit.ly_gedstrategy

    The End.

    Ok this is the end of my December 2025 newsletter, I hope to see you all back here again in a month. Be excellent to each other and have a great Christmas and new year. Keep an eye out for my retrospective rundown of 2025.

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

    Get in touch if you have any recommendations, and if you find it of use, this is now appearing on Substack as well as 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

  • Compradores + more things

    Compradores and Eurasians of Hong Kong

    Hong Konger Andrew Tse explained the complex history of Eurasians in Hong Kong and the role of compradores. Eurasians were the offspring of Europeans and middle Eastern Jews with local women.

    During the 19th century, Hong Kong was segregated. Mixed race couples couldn’t marry. Eurasians didn’t easy fit in with either the Chinese community or westerners. This segregation also had its advantages. Information didn’t flow between the communities.

    Eurasian families looked more towards the Chinese community and over time built up status within it.

    The compradores were people who acted as an agent for foreign organisations engaged in investment, trade, or economic or political exploitation. They even helped finance deals when there was low trust. The compradore was a valuable person for western trading houses based in Hong Kong and the families built multi-generational wealth.

    After the second world war, Chinese community understanding of English increased with education. China became closed off with the civil war and Hong Kong itself became a manufacturing hub. With the rise of Hong Kong manufacturing there would be a further decline in the need for compradores to help navigate business deals. Hong Kong also had the common law legal system for contract disputes. The compradore role faded away. Instead of becoming compradores, Eurasians worked within the major companies rising to senior positions. Mr Tse’s own career in the aviation sector is empirical evidence of their success.

    They became prominent business people and philanthropists in their own right. The Tung Wah Group of Hospitals benefited from their philanthropy. Tung Wah Group of Hospitals is the oldest and largest not-for-profit organisation in Hong Kong.

    Over time, mixed race marriage was no longer restricted and Hong Kong had its native-born entrepreneurs like Li Ka-shing to govern the old Taipan businesses like Hutchison-Whampoa.

    A century after the Eurasian community had first formed in Hong Kong and became compradores their identity was still a sensitive subject. Peter Hall’s book In The Web that outlined this history was restrained from being published until after the death of certain prominent community members who didn’t wish to be ‘outed’ as Eurasian.

    As a synopsis of the book puts it:

    Peter Hall’s book, ‘In the Web,’ brings to light the mysteries that lay behind his family and the other Hong Kong Eurasian families intertwined with it. Because it attempts to lift the stone firmly left in place for over a century, this work will not be welcomed by those who prefer conjecture to be left to outsiders.

    Hall himself came from a Eurasian background, was interned by the Japanese and worked for prominent property developer Hongkong Land.

    The prominence of the Eurasian community has dissipated, for a number of reasons:

    • Some of them moved overseas, in common with many richer Hong Kongers in the run up to the handover.
    • Some family lines have became re-assimilated in the Chinese community.
    • Many of them died defending Hong Kong during the Japanese invasion.

    Branding

    Q&A: Juanita Zhang on How Chinese Brands Can Win Globally | Branding in Asia – One critical insight is the power of unapologetic differentiation, especially as Chinese brands move beyond the ‘outbound 2.0’ era. The initial wave of success often rode on e-commerce efficiency, providing commodity-level products and leveraging vast data insights. However, we’ve observed that many brands then dwell too much in ‘end-user insight,’ optimizing for existing demand rather than proactively building aspirational gravity. The brands that truly succeed don’t try to be all things to all people; they identify a unique, compelling value proposition and own it fiercely.

    McDonald’s US sales drop by most since height of pandemic | FTKempczinski said his company had surveyed consumers in top global markets about their views on the US, American brands and McDonald’s. While there had been no change to public opinion on the McDonald’s brand, he said more people signalled they would be cutting back on buying American brands. The surveys also revealed an 8 to 10-point rise in “anti-American sentiment”, he said, notably in northern Europe and Canada.

    China

    ‘Hanger war’: Italy’s fast fashion hub becomes Chinese mafia battlefield | Hong Kong Free Press

    Revealed: The scale of cheap Chinese imports flown into UK without paying any tariffs | Money News | Sky News

    Ikea Shanghai becomes a hot spot for senior dating | International | EL PAÍS English – the problem for Ikea is that they can’t monetise these consumers. They bring their own food, drink the free coffee and keep their wallets tightly closed.

    Watchmaker Swatch apologises for ‘slanted eyes’ ad after China social media uproar | Hong Kong Free Press

    Consumer behaviour

    Steve Ells, Chipotle founder: ‘The public doesn’t like to see technology nearby when they’re trying to eat’ | EPS | EL PAÍS English

    We used AI to analyse three cities. It’s true: we now walk more quickly and socialise less | Carlo Ratti | The Guardian

    Economics

    Greedflation Is Back as Corporations Use the Tariff Excuse to Hike Prices | BIG by Matt Stoller

    The Death of the Amex Lounge: Why the Upper Middle Class Isn’t Special AnymoreThere’s something happening to the upper middle class in the United States that no one is talking about. They are going through an existential crisis.  I first noticed it at the airport. A line 20 people deep for the American Express lounge. Then, once you get inside, more lines for food/drinks and not an open chair in sight. Then I saw it in the housing market. I have friends with $10,000+ monthly mortgage payments on modest homes. Ten grand a month and they still don’t own a mansion. Today, buying a 3-bedroom apartment in Jersey City (where I live) would cost me anywhere from $9,300-$14,000 a month (all-in). I could rent the same unit for around $6,000-$7,000 a month.

    Ethics

    The 50something man has a PR problem | Influence Online“Ageism is the last ‘ism’ we need to tackle. Anecdotally, I’m hearing a lot about the 50+ demographic struggling to find new roles because employers perceive them as being so old that they can’t learn new skills or that their tech isn’t up to scratch. All their knowledge is being lost – and because AI is replacing entry-level jobs – there’s a lack of new people coming in to learn from them. Acknowledging ageism exists would be a great start…”

    Finance

    Buy now, pay later, in debt forever? – The Face – or how generation Z credit rating is being impacted by Klarna, Affirm et al which are the digital equivalent of the ‘tally man’ of the early to mid 20th century. Reading all this reminded me of working at MBNA as a student and hearing people’s horror stories as they tried to transfer over scorecard debit to pay it down at a more rational rate.

    FMCG

    Mister Donut’s New Home Cut doughnuts take nostalgia to extremes with barely any sweetness | Sora News 24

    Domestos: a masterclass on how legacy brands can still cut through

    Unilever Acquires Dr. Squatch: What This $1.5B Deal Reveals About Modern CPG Brand Strategy | Mintel

    The story of Nongfu water is the story of the wild, wild west of Chinese business. The health claims still shock me, despite everything I knew about the Chinese market.

    Hong Kong

    Nike sues HK star Edison Chen over alleged breach of contract | Marketing-Interactive

    HK Ghost Signs – beautifully made site documenting historic advertising and industrial signage from back when Hong Kong was a light industrial titan.

    Hong Kong’s busy bankers give its office market a lift | FT contrast this with Collers more sober take on the Hong Kong market Singapore office demand soars 12-fold while Hong Kong remains ‘subdued’, Colliers says | South China Morning Post

    Japan

    Japan’s Hardworking Yakuza — The Viagra Job (2010)

    Luxury

    Is petcare the next luxury opportunity? | Vogue Business

    Luxury blingflation creates opportunity for cheaper challengers | FT – are these premium or luxury? And have the consumers pivoted from luxury to premium?

    Media

    Why Brands Like State Farm and Argos Are Going All-In on Social-First Episodic Videos | AdWeek – storytelling

    Amazon Breaks Up Wondery Podcast Studio, CEO Jen Sargent Departs | Hollywood Reporter – issues with the business model for audio offerings, curious to know if Vox will follow suit? The shows that moved to SiriusXM are interesting, SiriusXM is a subscription-based satellite and internet radio service

    Chinese ‘vertical dramas’ are booming in America. Should Hollywood be worried? | SCMP – Hollywood has done a poor job of having compelling mobile media

    TVB Introduces AI Short Series – JayneStars.com – this follows on from TVB running an AI avatar to host Miss Hong Kong 2023

    Forget about the AI Guess model — let’s talk about Range Rover’s Vogue ad – The Media Leader

    Online

    What Is “Broke Man Propaganda?” | Cosmopolitan & Yes, it is classist to dehumanise ‘broke’ men | Dazed“Poverty is not the fault of the poor,” she continues. “I find it very cruel to talk about John – a character who loves Lucy, a beautiful character being played beautifully by Chris – in such cruel terms as ‘broke boy’ or ‘broke man’.” She goes on: “I think that is a very troubling result of the way that wealthy people have gotten into our hearts [and convinced us] it’s your fault if you’re poor, or you’re a bad person if you’re poor. So, it doesn’t make me laugh, actually. It just makes me feel very concerned that anybody would talk about my movie and my characters [like that], and think about it in such classist terms.”

    Why Is TikTok Overflowing With AI Country Music Erotica? | Pitchfork

    Philippines

    Poblacion is the old part of Makati, the central business district of Manila in the Philippines. I have been to Makati for work in the past and to my regret missed visiting Poblacion.

    Otherwise Makati is full of anonymous office blocks, business hotels that look the same the world over and Starbucks coffee shops.

    Retailing

    Chinese Livestreaming ‘Virtual Human’ Salespeople Are Outselling Their Human Counterparts | 404 Media

    Security

    China Is Winning the Cyberwar: America Needs a New Strategy of Deterrence | Foreign Affairs

    Axios Future of Cybersecurity: 1 big thing: A tale of two generative AI futures – differing opinions from Defcon in Vegas on the impact of AI on hacking and cyber-defence

    Israel Secretly Recruited Iranian Dissidents to Attack Iran From Within — ProPublica

    Inside Beijing’s quiet campaign to sideline Nvidia’s H20 AI chips | DigiTimesChina has told domestic companies to steer clear of Nvidia’s H20 processors, particularly for government and national security projects, raising the stakes for US chipmakers

    Colt Telecommunications Struggles in Wake of Cyber Incident | Dark Reading

    New Zealand spy service warns of China interference | Spacewar

    FBI Warns of Russian Cyber Hackers Targeting Critical US Infrastructure | The Epoch Times

    Colombian Black Hawk shot down by FPV drone | Defence Blog

    EU fires warning shot at Spain over Huawei reliance | FT

    DaVita tells 2.4M people ransomware scum stole health data • The Register

    Software

    Google to provide Gemini AI tools to US government | Robo Daily

    Companies Are Pouring Billions Into A.I. It Has Yet to Pay Off. – The New York Times

    Technology

    ‘AI winter’ is coming, warns leading expert following OpenAI’s botched GPT-5 launch | Graham Lovelace

    Google and IBM believe first workable quantum computer is in sight | FT

    Nigeria deports 50 Chinese nationals in cybercrime crackdown | Reuters

    Tech war: DeepSeek hints China close to unveiling ‘next generation’ AI chips | SCMP

    Tools

    Lumo: Privacy-first AI assistant where chats stay confidential – Proton’s AI assistant

    Is the Flipper Zero the next big car theft gadget? The Verge & Inside the Underground Trade of ‘Flipper Zero’ Tech to Break into Cars | 404 Media

    Web-of-no-web

    Amazon Digital Signage Solutions for Business – interesting AWS / product hybrid

    Harvard dropouts to launch ‘always on’ AI smart glasses that listen and record every conversation | TechCrunch

    Wireless

    Electronic Weapons: Iran Exploits Western Cellphones