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.

  • 2026 World Cup + more stuff

    I am not a football fan, but I recognise the power that the 2026 World Cup has to move hearts and minds. This year it’s being hosted by Canada, Mexico and the United States. The 2026 World Cup fan experience is shrouded in uncertainty.

    world cup mania

    I found it interesting that both adidas with the launch of its match ball and Panini with the launch of its sticker book both marked the start of the countdown to the 2026 World Cup season.

    adidas has made World Cup shirts for dogs | Famous Campaigns – its a pity that they didn’t roll this out in the UK to celebrate the 2026 World Cup as well.

    Branding

    How many brands are there? | Europanel

    Business

    Publicis has built the best house on the street. Now it needs to move neighborhood | The Drum – undervalued due to poor performance by Omnicom and WPP

    China

    Chinese countryside’s quieter strains – by Yuxuan JIA – Decades of son preference have left villages full of unmarried men, driving bride prices higher and sustaining a shadow market for “Vietnamese brides” that can slide into fraud, coercion, and trafficking. Young people, especially young women, are drifting away from rural patriarchy and the obligation-heavy world of kinship and “face”, while the influencer economy and short-video apps offer fantasies of easy money to teenagers with weak school prospects.

    China reviews $2bn Manus sale to Meta as founders barred from leaving country | FT

    Consumer behaviour

    Argos sparks consumer outrage over toddler ‘influencer kit’ – Retail Gazette

    Half of Gen Z Uses AI, but Their Feelings Are Souring, Study Shows | New York Times – this reminds me of consumer sentiment around email and information overload during the late 1990s and early 2000s. We’re going through a period of norming now

    Why Catholicism is drawing in Gen Z men | Washington Post – “I don’t want to be too disparaging about them because they’re our Christian brothers and sisters, but worshiping in a big former supermarket with dry ice machines and a pop band, it’s not really traditional Christianity,” Father Longenecker said. His new parishioners are attracted to “very traditional worship with lots of incense and altar boys and sacred music in the traditional style.

    Design

    EAGA – East Asian Graphics Archive

    The interesting odd story behind the design behind house numbers.

    Economics

    Berkeley professor Robert Reich on the factors that he saw that brought President Donald Trump to the White House.

    This War Will Make You Poorer – by Ed Elson – Prof G Media

    FMCG

    Danone doubles down on its area of strength in functional foods: Danone to buy meal-in-bottle maker Huel in €1bn deal | FT

    Health

    Battle for weight-loss supremacy shifts from jabs to pills | FT

    How China is supplying America’s “biohacking” craze – GZERO Media

    Hong Kong

    Hong Kong’s complex role in bypassing sanctions against Russia | Le Monde – this isn’t doing what little is left of Hong Kong’s reputation any good

    Hong Kong arrests hedge fund and brokerage staff in $300mn insider trading probe | FT

    More NatSec | Big Lychee, Various Sectors – From the government’s press release… Safeguarding national security is a continuous endeavour with no end point. At its core this sounds like the Stalin derived Maoist principle of struggle. National security ‘enemies’ like Jimmy Lai, Chow Hang-tung, Lee Cheuk-yan and Albert Ho serve the same purpose as George Orwell’s character Emmanuel Goldstein in his novel Nineteen Eighty-Four. The ever-tightening system is allegedly concerned with leaderless lone wolves, small cells and external actors – but the reality is just control in Orwell’s novel.

    Revising Hong Kong’s Past – Lingua Sinica – Among the changes noted was a complete erasure of references to the Tiananmen Massacre, which was recast as “political turmoil in the late spring and early summer of 1989.” Gone from the exhibit entirely, the Ming Pao reported, is a previous image that showed one million Hong Kongers taking to the streets in 1989 in support of the demonstrators in China.

    Silence Follows Harassment – Lingua Sinica

    Hong Kong’s claw machine boom is mutating into a Pachinko-style trap | Dim Sum Daily

    Hong Kong’s dying news stands tell a story of change – BBC News – I loved Hong Kong newsstands and loved the magazine racks which were brilliant. I remember religiously buying Milk magazine

    Customs criticised for pursuit of outdated CD and VCD piracy | South China Morning Post

    How to

    I am skeptical about ‘gurus’. However, I found this Tony Robbins video good for getting out of a period of ‘stuckness’ in my thinking. Robbin’s ideas about priming, in particular they way he links physical activity to mental exercises works and has a good deal of neuroscience behind it.

    Access and repair a broken disk image – The Eclectic Light Company

    Ideas

    Hawk shape shifting in flight may guide future drone control | Spacewar

    How Wong Kar-Wai Created the Future – by Patrick Kho

    Why Swedish Schools Are Bringing Back Books | Undark & Opinion | Technology Weakens Our Minds. It’s Time to Resist. – The New York Times

    Innovation

    ‘A Cheaper Javelin’: New Anti-Tank Missile Advances Through Testing | Next Gen Defense – what’s interesting in this is the horizontal integration wth an Android application layer and the cost savings

    We Need a New Science of Progress – The Atlantic

    Japan

    Japan loses its thirst for vending machines | FTTens of thousands of vending machines are vanishing from Japan, as machines that once symbolised the nation’s love of innovation are shunned in a climate of rising inflation and deepening labour shortages.

    The nation’s stock of 2.2mn drinks vending machines is down 23 per cent from its bubble-era peak in 1985, according to the Japan Vending System Manufacturers Association.

    The faltering economics of running a national vending machine empire were exposed when DyDo, Japan’s third biggest operator, this month said it would scrap almost 7.5 per cent of its network of 270,000 units after posting its largest ever annual loss. – what surprised me was that the vending machines weren’t digitised.

    In the studio with Nigo – Japan’s premier polymath | Ft

    Korea

    The new food fad sweeping Korea | FT – dujjonku or Dubai cookie

    Luxury

    The Brand Age | Paul Graham

    Why do men love Stone Island | FT“Football in the late 1980s and 1990s was a heavily policed environment under surveillance, where visibility carried risk,” says Andrew Groves, professor of fashion design at the University of Westminster. “On the terraces, clothing wasn’t decoration, it was risk management. Stone Island mattered because its garments were already structured around concealment, modulation and elective visibility. The detachable badge, reversible constructions, modular hoods and certain fabric treatments enabled wearers to calibrate how legible they were, depending on context. Football casuals were not simply performing taste; they were managing recognition.”

    Materials

    Chinese Titanium – by Irene Zhang – ChinaTalk

    The Seasoning Company Behind Your Food Flavors Controls The Future Of AI Chips, And Supply Is Running Dangerously Low | WCCF Tech

    Shipbuilding feels pinch from war-driven paint and lubricant shortage | FT

    Media

    Apple TV, Siri Targeted in EU Broadcaster Complaint Citing DMA Rules – MacRumors

    Meta stole Sarah Wynn-Williams’s voice. It couldn’t stop her exposé | The Times – her publisher on the author of Careless People

    A.I. Helps Online Ad Businesses Boom – The New York Times

    UK adspend increased 6.4% in 2025 as AA/Warc updates data presentation – The Media Leader

    Online

    Every influencer eventually becomes a merch store | The Verge

    Apple rolls out UK age checks for iPhone users | FT – interesting move, I did notice that it assumed my account was adult due to the length it had been held. It reminded me of friends who registered email addresses, domain names and even social media handles for their newly born children – and did just enough to keep the accounts alive.

    The 49MB Web Page | thatshubhamBeyond the sheer weight of the programmatic auction, the frequency of behavioral surveillance was surprising. There is user monitoring running in parallel with a relentless barrage of POST beacons firing to first-party tracking endpoints (a.et.nytimes.com/track). The background invisible pixel drops and redirects to doubleclick.net and casalemedia help stitch the user’s cross-site identity together across different ad networks.

    When you open a website on your phone, it’s like participating in a high-frequency financial trading market. That heat you feel on the back of your phone? The sudden whirring of fans on your laptop? Contributing to that plus battery usage are a combination of these tiny scripts.

    Ironically, this surveillance apparatus initializes alongside requests fetching purr.nytimes.com/tcf which I can only assume is Europe’s IAB transparency and consent framework. They named the consent framework endpoint purr. A cat purring while it rifles through your pockets.

    So therein lies the paradox of modern news UX. The mandatory cookie banners you are forced to click are merely legal shields deployed to protect the publisher while they happily mine your data in the background

    Security

    Interpol – Operation Synergia III leads to 45,000 malicious IPs dismantled and 94 arrests worldwide

    The AI-driven ‘kill chain’ transforming how the US wages war | FT

    Iran war lifts K-defence company offering cheap Patriot rival | FT

    Amazon holds engineering meeting following AI-related outages | FT – a “deep dive” into a spate of outages, including incidents tied to the use of AI coding tools.

    The online retail giant said there had been a “trend of incidents” in recent months, characterised by a “high blast radius” and “Gen-AI assisted changes” among other factors, according to a briefing note for the meeting seen by the FT.

    Under “contributing factors” the note included “novel GenAI usage for which best practices and safeguards are not yet fully established”.

    FBI is investigating breach that may have hit its wiretapping tools | The Register

    Andrew Cockburn · Beware the mattress: Mossad’s Kill List

    The Geopolitical Chokepoints of Artificial Intelligence | AI Supremacy

    France Introduces Telecom-Based Counter-Drone Network Using 19,700 Towers to Protect Critical Assets

    China Is Cracking Down on Scams. Just Not the Ones Hitting Americans | WIRED & Scam Inc has a new weapon | The Economist – Chinese organised crime run Cambodian ‘scam’ factories that use social engineering techniques are now using malware as well.

    Anthropic says Claude Mythos model is dangerous enough that the company isn’t selling it. | TechBrew

    Russia Hacked Routers to Steal Microsoft Office Tokens – Krebs on Security

    A glimpse into cyber-security’s AI-driven future | The EconomistA few years ago a participant used the conference network to hack a water-treatment facility in America (Messrs Wyler and Stump are cagey about the details). Another hid behind the din of legitimate hacker traffic to attack government websites and payment systems. The noc team traced him, sent him a message reminding him that doing illegal things from Black Hat was still illegal, then watched him close his laptop and walk away. Hackers on the other side of the world try their luck too. When the registration server was switched on, attacks began at once, including traffic that appeared to originate in Romania….

    Mr Stump says the noc has seen a pattern across multiple Black Hat conferences in which Taiwanese participants show up with hacked devices. “Most of [the traffic] goes back to China,” he says. ai-powered attacks by nation-states or cybercriminals are likely to intensify…
    The team thinks the ai race is only beginning. For Mr Wyler, the vulnerabilities discovered by Mythos, including some that have gone undetected for decades, are to be welcomed rather than feared. “We now know they’re there.”

    All the same, cautions Mr Stump, the next two years will be turbulent, as more flaws will be uncovered; more breaches will occur as firms feed sensitive data into ai systems; and more insecure code will be written.

    Semiconductors

    Arm launches own AI chip in high-stakes strategy shift | FT

    Google taps Intel for another round of custom network chips • The Register

    TSMC’s Kumamoto Fab Upgrade: A Security-Driven Reconfiguration of Indo-Pacific Chip Competition – The Diplomat

    Software

    China’s AI Companies Are Going Closed Source | ChinaTalk

    OpenAI acquires popular tech talk show for ‘low hundreds of millions’ | FT – ChatGPT-maker moves into broadcasting with deal for TBPN after it had pledged to abandon ‘side-quests’ – I think that this is trying to balance the narrative with Anthropic which is ripping ahead. In past decades you would have dumped a lot of money into a campaign run by a PR agency, but time moves on

    Axios AI+ | AI’s compute wars – pretty much what I have been talking about on the Dot LLM Era

    Taiwan

    There’s a Whole Lot of Taiwanese AI Winners Not Called TSMC

    The PLA has stopped flying aircraft close to Taiwan – I can’t figure out why and that worries me | Drew Thompson

    PC price hikes and a test for Taiwan | Ft

    Technology

    MacBook Neo Teardown Reveals It’s the Most Repairable Apple Laptop in Ages | Cnet

    Oracle prepares for lay-offs as it hails efficiencies from AI coding tools | FT

    The Debt Beneath the Dream – On my OmMinsky moment in the offing?

    AppleUnsold – The Apple products they won’t sell you

    Google’s TurboQuant breakthrough is rattling memory chip stocks | Quartz

    Web of no web

    New Internet of Things Plan Targets Global Infrastructure – Jamestown – A new action plan for the Internet of Things (IoT) increases the possibility that Chinese-built connected infrastructure in the United States could become a platform for data access, cyber pre-positioning, and attacks on U.S. cyber-physical systems in a prolonged crisis or confrontation. The plan, launched jointly by nine ministries, defines IoT as a total cyber-physical environment that links “people, machines, and things” across sensing, networks, platforms, applications, and security, and sets targets for 10 billion terminal connections, more than 50 standards, and deployment across production, consumption, and governance. The plan indicates Beijing is moving from connected devices to connected backbone systems. It reinforces the new Five-Year Plan, suggesting that the People’s Republic of China (PRC) wants to supply not only endpoints like sensors, appliances, and vehicles but also the next generation of AI, computing, and space-ground communications infrastructure that will underpin them.

    Wireless

    At MWC, Ericsson Details AI-Native 6G Timeline – EE Times

    The 6G clock ticking: Why silicon architecture for 2030 must start in 2026 – EDN

    Ireland’s first mobile video call via satellite is made | RTÉ

  • April 2026 newsletter – 33rd edition aka ‘dirty knee’

    April 2026 introduction – (33) dirty knee

    This is the 33rd edition of Strategic Outcomes, I had briefly toyed with calling it 33 1/3rd edition – but parked that foolishness as only Jed Hallam and Alec Samways would have half-heartedly smirked at a rather naff DJ dad joke.

    In bingo halls ’33’ was announced as dirty knee. For generations past, this would brought up memories of organised sports like winter football games ad the more real-life social activities of playing outside with friends. According to research conducted by OnePoll on behalf of Save the Children back in 2022, only 27% of UK children now play outside.

    truman with trains, dirty knees, and boots on the bus

    However, other data, like the UK government’s own The Children’s People and Nature Survey for England: 2025 update implies that number may be higher than the OnePoll research suggests. The University of Exeter published research which seems to be more in line with the UK government’s research. They found that 34 per cent of children don’t play outdoors on school days, while 20 per cent don’t play outdoors on weekends.

    In Chinese culture 33 is considered to be a good number. 3 sounds similar to birth or life. Two 3s is considered to intensify or double this idea. Which seems an appropriate sentiment for spring and the beginning of the financial year. Bring it on!

    This month’s soundtrack to the newsletter is a sublime 1980s disco mix by Toronto-based Japanese DJ Sakiko Nagai.

    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 collection of inspiration from Malaysia Airlines mascot Pilot Parker to Sir Martin Sorrell.

    Some thoughts how WPP might deal with its Burson dilemma.

    ICYMI – Top five shares on LinkedIn

    1. Aston Martin issued its third profit warning in a year and sold its Formula 1 naming rights for £50 million to raise cash thanks to internal delays and international tariffs.
    2. Meta is projected to pass Google in digital advertising spend thanks to Reels, Threads and WhatsApp.
    3. The implications of Tottenham Hotspur being relegated from the Premier League has implications beyond the pitch and into sponsor’s boardrooms.
    4. Nike made a bold leap for the UEFA Champions League match ball contract with a bid that doubled the value of the previous Adidas contract.
    5. Tom Roach outlined frameworks that help navigate the transition to more sustained growth once initial performance marketing channels hit saturation.

    Books that I have read.

    My friend Ian lent to me Ikenami Shōtarō‘s book The Killer on The Streets which is part of his Samurai Detectives series. The book follows the adventures of a 60-something retired swordsman and his son as they become embroiled in the hunt for what we’d now call a serial killer.

    Things I have been inspired by.

    Supply chained

    Even before the current debacle in the Persian Gulf, globalisation brought logics and supply chains into high focus. Supply Chained is a new podcast with great presenters that provides top quality analysis on different aspects of global supply chains. The first episode looks at Taiwan Semiconductor Manufacturing Company (TSMC).

    Generative AI & cooking

    I first met Rowan Kisby a decade ago this year at 100 Victoria Embankment, back when I was contracting for Unilever on their Family Brands global range of margarines. Rowan worked for what was then MullenLowe Profero. Recently we reconnected on a shared Slack group. Rowan put together a report on the intersection of generative AI use and cooking.

    I found it unsurprising that one of the behaviours consumers are doing is telling the generative AI service what they have in their fridge and asking it for dish / recipe recommendations. Back when I worked for Yahoo! we saw similar behaviours in the search box, particularly amongst US users. Reddit now gave Rowan better qualitative insights on how these results play out.

    More interesting from the point of view of retailers was its ability to create and manage a shopping list for weekly groceries. The idea of a retailer or an FMCG building an AI skill (or Gem on Google Gemini) is just begging to be sold in by agencies to their clients.

    Praykinson

    I got to judge the amazing entries from around the world at Adforum’s PHNX awards. One campaign really stuck with me. A health campaign by Dentsu Creative Thailand and Vajira Hospital in Thailand to help people with Parkinson’s disease was smart, solution-based and had a great insight behind it. More on the project here.

    praykinson Vajira Hospital

    CHESS

    I was listening to the MM+M podcast interview with Chris Brandow, head of account management at VCCP Health US and came across the acronym / nemonic CHESS. It comes out of thought leadership research ‘Checking the Memory Code‘ that VCCP did in conjunction with Cowry Consulting.

    CHESS looks to encapsulate some of the key attributes that makes marketing creative effective. It codifies marketing science findings that you would be familiar with fromthe likes of, the IPA, System1 and Ehrenberg-Bass Institute and provides it in a list that pharma clients and their agency partners can use as a RAG (red-amber-green) guide to evaluating everything from initial creative concepts through to output.

    • Character – what be called a fluent object elsewhere. It is a mascot or memorable element like Alexandr the meerkat from Compare The Market. It could also be a spokesperson like Tommy Lee Jones’ appearances in Boss Coffee adverts as ‘Alien Jones‘.
    • Humour – the power of humour used to be well known as an advertising device and in recent years has come back on trend at Cannes. It helps create talkability and memorability
    • Emotion – Binet and Fields established the power of emotion over rational advertising. Daniel Kahneman conveyed the power of emotional ‘system 1 thinking’ in Thinking Fast and Slow.
    • Surprise – the unexpected. Our enjoyment of storytelling is the process understanding which story archetype a tale belongs to. If we guess it easily it falls flat like a Dad joke, on the other hand a twist in the tale makes it memorable.
    • Sonic branding – jingles fell out of fashion, yet made ads memorable.

    Chart of the month. 

    Ofcom released their 2026 Adults’ Media Use and Attitudes  report, more here. I went back through past reports to look at smartphone only internet access, households with no access to internet and claimed usage of generative AI services.

    • Internet access is now at a point comparable to where broadcast television was previously.
    • The digital divide is now about the mode of access, with smartphones on mobile internet providing a poorer service.
    Internet technologies access

    Things I have watched. 

    My internet went down on April Fool’s Day, so I revisited Wong Ka wai’s back catalogue. I watched the films the first time after I got a portable DVD player and there was a massive surge in video labels including Artificial Eye and Tartan publishing arthouse titles. This provided a great way to explore and experience world cinema and I gravitated towards Japanese and Hong Kong cinema.

    I was familiar with traditional martial arts films and the ‘gun fu’ of John Woo. Wong Ka wai was Hong Kong’s answer to French new wave auteurs. Around the same time, I ended up going out with someone who lived in Hong Kong when we bonded over Faye Wong’s performance in Chungking Express. In a moment of delicious irony, I got to watch Wong Ka wai’s ‘western’ film My Blueberry Nights while staying in Hong Kong.

    This time around I was working my way through Curzon’s Wong Kar wai boxset which was bought for my birthday during COVID time. It contained

    • As Tears Go By
    • Days of Being Wild
    • Chungking Express
    • Fallen Angels
    • Happy Together
    • In The Mood For Love
    • 2046

    More on my time watching The World of Wong Kar wai boxset here. You can enjoy most of the films listed at the Prince Charles cinema ‘The Films of Wong Kar wai season‘.

    After all that I needed something a bit lighter, so I watched the Japanese film Supermarket Woman. It is a light hearted comedy caper about a middle aged woman, a poorly performing supermarket, business rivalry and a bit of skullduggery. Nobuko Miyamoto plays Hanako Inouse who brings her customer eye view to revitalising the Honest Goro supermarket. The film was written and directed by Jûzô Itami, better known for Tampopo. Supermarket Woman was made a decade after Tampopo, but both feel of the same time. Itami-san was often compared to the French new wave directors of the 1960s and I can see why.

    OSS117 is a series of books and films written from the late 1950s onwards. The films were made in 1963 onwards, with a reinvention and reboot in the 2010s.

    • OSS 117 is Unleashed – is a French film about an American agent with French heritage who works for the CIA. Compared to the Bond franchise, its French new wave. No gadgets but a dollop of guile. It’s notable for its underwater scenes, scuba diving was new thing opening up a new world under the waves thanks to Jacques Cousteau.
    • OSS 117: Panic in Bangkok – is the first colour film in the series. Our hero goes to Bangkok to investigate a dead colleague who looked into ineffective vaccines.

    Useful tools.

    PopChar – PopChar is an old but good utility app that has been supporting Mac users since the late 1980s. You are trying to find the right emoji or symbol to type, in each font.

    Beats Studio Buds + – while I usually use Shure wired earphones for most applications there are some times that wireless is handier (like reducing wired clutter on a busy desk, or listening to podcasts while cooking or folding laundry).

    I was leery of the Beats brand because of their reputation of having a muddy bass sound with a poor sound stage. I was pleasantly surprised by these. They are as balanced sound as a pair of AirPods. They have reasonable noise cancellation, comparable to my old Bose earbuds. They charge on the USB-C cable as my iPhone and MacBook Pro. They are less noticeable than a pair of AirPods and still integrate into Apple’s ‘Find My’ service seamlessly.

    Google Gemini app for Mac – I hope that this will help with my current tab and window juggling in Safari. I will let you know how I am getting on in a few months once I have given it a full shakedown.

    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. 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. And have recently been helping out agencies and startups in various sectors from narratives and new business pitches to sports partnerships.

    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 all-in, hit-the-ground-running 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 April 2026 newsletter, I hope to see you all back here again in a month. Be excellent to each other and enjoy the May bank holiday. 

    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 my blog,  Substack as well as LinkedIn.

  • Rewatching Wong Kar wai

    My love of films by Wong Kar wai came at a time of changing media. In the early 2000s I watched the films the first time after I got a portable multi-region DVD player and there had been a massive surge in video labels including Artificial Eye and Tartan publishing arthouse titles. This provided a great cost-effective way to explore and experience world cinema and I gravitated towards Japanese and Hong Kong cinema.

    I was already familiar with traditional martial arts films and the ‘gun fu’ of John Woo. Wong Kar wai was Hong Kong’s answer to French new wave auteurs.

    Around the same time, I ended up dating someone who lived in Hong Kong when we bonded over Faye Wong’s performance in Chungking Express. In a moment of delicious irony, I got to watch Wong Ka wai’s one ‘western’ film My Blueberry Nights while staying in Hong Kong.

    While Wong Ka wai’s filmography wasn’t the reason why I moved to Hong Kong, but it was a reason why I moved to city and had the privilege of living there for a while.

    This time around I was working my way through Criterion’s World of Wong Kar wai boxset which had been bought for my birthday during COVID time.

    wong kar wai

    The Wong Kar wai boxset contains:

    • As Tears Go By
    • Days of Being Wild
    • Chungking Express
    • Fallen Angels
    • Happy Together
    • In The Mood for Love
    • 2046

    As Tears Go By

    As Tears Go By was released in 1988. It is one of Wong Ka wai’s most conventional films from a Hong Kong perspective. Andy Lau plays the protagonist Wah, a triad soldier. Wong borrowed from the plot line in of Martin Scorsese’s 1973 film Mean Streets in terms of the story revolving around dynamic of two friends, one of whom is irresponsible. It’s a great stylish film, but if you told me that it had been made by Ringo Lam, Tsui Hark or Johnnie To, I’d have believed you. Hong Kong cinema audiences loved it and it would be another 25 years before Wong made another film as popular with local cinema goers.

    Days of Being Wild

    1990’s Days of Being Wild is often considered by some to be part of an informal trilogy, the others being In The Mood for Love and 2046. Stylistically it features love, loss, similar pacing, the use of inner narratives and experiments with colour. Thematically they are sensitive to the passage of time and have a vice-like hold on emotional memory. But the threads between the characters aren’t really bought together until the next film in the trilogy. Tony Leung’s character and is given the name of ‘Gambler’ is only wordlessly introduced right at the end of Days of Being Wild. He only becomes known as Chow Mo wan in the next film: In The Mood for Love.

    Leslie Cheung was ideally cast as a lost, rootless, self-absorbed drifter Yuddy in the film. Yuddy has a hole at the centre of his being that he is unable to fill. Like many dislocated Chinese in Hong Kong between the civil war and the cultural revolution he drifts.

    Yuddy is described as a legless bird, only touching down with death. Critics have interpreted this as pre-1997 handover anxiety. An article published on the Hong Kong Film Critics Society website described it for me best

    At the time, they were echoes of Hong Kongers’ sentiments under the looming 1997 deadline. Leslie Cheung, who has a love-hate relationship with his foster mother and after a failed mission to find his biological mother, drifts in self-imposed exile, is a metaphor for the city caught between the two sovereign states of China and England.

    Set in the 60s, the film is filled with signifiers of nostalgia (props, costumes, music, scenery). Reminiscence is but a lament that the good of the present will not last. And Days of Being Wild is but an elegy for a Hong Kong caught between 1989 and 1997.

    The film follows Yuddy and the trail of emotional wreckage he leaves in his wake as he looks to track down his biological mother.

    Secondary threads follow Su Li zhen, played by Maggie Cheung and Carrie Lau’s performance as Leung Fung ying. Both of whom where Yuddy’s transient love interests.

    There is a scene where Yuddy looks to obtain an American passport and something about Cheung’s movement and the casual violence reminded me of Michael Madsen’s Mr Blonde in Reservoir Dogs released three years later. While Mr Blonde is nihilistic, he lacks the duality of Cheung’s character.

    Leslie Cheung gives a fantastic performance on screen and his tragic death 13 years later was a serious blow to Hong Kong film-making.

    Days of Being Wild wasn’t well received by Hong Kong cinema goers at the time, despite being well regarded by film critics everywhere. This adds to Wong Kar wai’s reputation as an auteur streets ahead of the local audience. Which was a view I bought into the first time around.

    Having watched it again years later, I have some hypotheses as to why it didn’t do well.

    • While the dislocation and drifting reflected life for many in early 1960s Hong Kong, it didn’t match the go-go economy and Lion Rock can-do spirit of Hong Kongers in the following three decades. Younger audiences wouldn’t be able to relate to it in the same way. Cinema audiences tend to be younger than the general population, so that disconnect makes a degree of sense.
    • After the Sino-British joint declaration was signed in 1984, a pre-handover anxiety hung over Hong Kong. KMT supporting newspapers gradually closed down or pivoted their editorial style. Astronaut families became commonplace with upper middle class children based outside the city in Vancouver or Australia while their parents made money in the run up to handover due to the go-go environment of the time. The second passport, gave the family a bolt hole in case things went wrong after China took over. Local Hong Kong cinema goers wanted the escapism of action films, gambling movies and comedy.
    • It is very different in pace as a film compared to its high-octane peers at the time from the likes of John Woo. This time I got to see the original Hong Kong trailer of Days of Being Wild – and could understand how you could go into the cinema expecting something with much more pace rather than the dream-like experience much of Days of Being Wild gives you.
    • The ending came abruptly and without context.

    Chungkung Express

    1994’s Chungking Express is two locations and views of modern Hong Kong. Trading hub Chungking Mansions in Tsim Sha Tsui and the Midnight Express takeaway restaurant in Lan Kwai Fong. While it is a romantic comedy of sorts and varies in pace, it also has the qualities of what we now expect in a Wong Kar wai film. The focus on time, distance and emotional memory – but with a much lighter touch than Days of Being Wild.

    The film is anthology of two stories with retail worker Faye being the one serendipitous point of connection that holds both stories together.

    Takeshi Kaneshiro plays alongside fellow Taiwanese actress Bridget Lin in the first story. He is estranged from his girlfriend May relying on calls to her parents and tins of pineapple which is her favourite food.

    In the second story tells of how Cop 663, played by Tony Leung is left by his air stewardess girlfriend and acquires a stalker while getting over his old love.

    Both stories caught the urban energy of 1990s Hong Kong and resonated better with audiences. What is more remarkable is how fast the film was made in an improvisational way with guerrilla film making techniques. Its looseness was by design as Wong tried to mirror Haruki Murakami’s writing style on screen. The film was shot in a two-week break from editing Ashes of Time.

    The film brought Faye Wong to an international audience and cemented Wong Kar wai’s arthouse credentials.

    The film feels very now in terms of its style and even the use of old technology like camcorders and pagers on screen doesn’t pull you out of the film in the way I might have expected.

    Fallen Angels

    1995’s Fallen Angels was a surprise to me the first time I watched it. In some ways it goes back to As Tears Go By in its exploration of Hong Kong’s organised crime world. You have Wong Kar wai’s use of loose narrative, colour, tight spaces and urban energy.

    Compared to As Tears Go By it’s a slower paced film. It makes what now comes across as innovative use of close up wide angle photography that makes it look as if its shot on an iPhone decades before the modern iPhone came out. It also feels computer game-like in the action sequences. I can also understand why it has been compared to music videos in terms of style. Parts of the action sequence reminded me of Point Break in terms of the camera viewpoint. While it feels ‘intimate’ because of its claustrophobic shots, local cinema audiences didn’t relate to Fallen Angels.

    There is a duality to the film. Takeshi Kaneshiro plays Police Officer Ho Chi moo badge number 223 in Chungking Express. In Fallen Angels he is Hoo Chi moo, convict number 223.

    There are wider Wong Kar wai touches, in mid 20th century artefacts from 1960s Hong Kong architecture to the Enicar illuminated wall clock in the assassins base.

    (Enicar was a historic Swiss watch brand that was best known across Asia and China. The brand name is now owned by Wah Ming Hong who had been their distributor in China since the 1930s. One of my first memories of Hong Kong was giant building wrapping adverts for Enicar and another former Swiss, now Hong Kong watch company Solvil et Titus).

    Watching it this time, I had a nagging feeling that something had changed and sure enough when I searched online. I found out that the film had been extensively cropped shot by shot and recoloured by Wong Kar wai in 2020, not always for the better.

    Happy Together

    Happy Together was released in 1997 and is still a highly regarded example of New Queer Cinema alongside the like of Querelle.

    As a work out of Hong Kong it’s remarkable. Hong Kong as a society is conservative and there is a don’t ask, don’t tell aspect to the treatment of the LGBTQI community in Hong Kong. Legislation is more advanced than Hong Kong society at large.

    Leslie Cheung was an ideal protagonist known for being a champion of the avant-garde and having on-screen characters that experimented in different forms and levels of masculinity.

    Happy Together‘s themes of displacement, exile, and the repeated line “Let’s start over” mirrored loneliness, heartbreak, the collective uncertainty and “fretful wanderlust” of Hong Kongers at the time. The film came out in Hong Kong just two months prior to the handover of Hong Kong to China.

    Happy Together was released with a Category III rating, meaning only those 18 and above can watch it. Primarily this was down to Hong Kong’s greater latitude for violence rather than sex on-screen. Wong Kar wai’s eye and treatment on camera means that Argentina feels rather like Hong Kong in the film.

    In The Mood For Love

    For many people, 2000’s In The Mood For Love is the gateway drug to Wong Kar wai films. I think that the Cantonese title ‘Flower-like Years’, ‘the prime of one’s youth’ suits the film better. It’s the second film Wong’s informal trilogy, after Days of Being Wild.

    The contrast in pacing between In The Mood For Love and the previous film mirrored the move from frantic kinetic energy of colonial Hong Kong living on borrowed time to an oppressive study in stillness focused on longing for the past post-handover. Wong admitted in interviews that the hotel room number, 2046, where the protagonists get together to write represented the final year of Hong Kong’s ‘guaranteed‘ autonomy. The Shanghainese dialect spoken, outfits and food reflected Hong Kongers nostalgia for the post-civil war era of migration to Hong Kong as time of pain and hope.

    We are properly introduced to Tony Leung’s Chow Mo-wan character. Su Li zhen, played by Maggie Cheung adds the real line of continuity. We know it’s 1962, and probably at least a few years since Days of Being Wild. On one level their fortunes have improved, Su now works as a secretary for a shipping company; Chow is a journalist. They are both unhappily married and find solace in each other’s company.

    It’s like David Lean’s Brief Encounter but with the colour and latent emotion dialled up through copious amounts of hallucinogen. The loneliness, missed connections, the weight of time, regret, longing and rootlessness feel even more intense in this film than any of Wong’s previous films. The also a sharp contrast with the licentious and violent elements in Wong’s previous films.

    I remember watching it the first time and being blown away by it visually without taking in the plot, performance and nuance layer throughout. I then revisited my old DVD copy several times later on.

    Wong lays out their collective journey of discovery in finding out that their respective partners are having an affair. This builds the closeness and tension them, as does the martial arts serial that they write together.

    (This always struck me as a nod the popularity of Hong Kong based authors like Liang Yusheng and Louis Cha who worked as newspaper journalists, before going on to write serials published in newspapers and magazines. Eventually their works would be adopted in Hong Kong films including Wong Kar wai’s own The Eagle Shooting Heroes and Ashes of Time; and TV series in Hong Kong, Taiwan and communist China).

    In The Mood For Love redefined the way male main actor roles were portrayed in Hong Kong cinema allowing greater character depth than was previously the case with gun fu, wuxia and action comedies. It gave the post-handover Hong Kong film industry a much-needed creative shot in the arm before the ‘China-Hong Kong’ joint ventures finally bled it dry.

    In The Mood For Love seemed to be the ground zero for Hong Kong mid 1960s nostalgia, such as the G.O.D ‘Bing Sutt Corner’ redesign of the Starbucks branch on Duddell Street in the central district of Hong Kong. Others got in on the act, 7-Eleven released a set of ‘Old Hong Kong’ phone charms.

    Hong_Kong_Duddell_Street_Starbucks

    Writing this post, I went back to find out what I had written about the phone charms.

    There is a wider trend of nostalgia in the city which 7 Eleven Hong Kong is tapping into.

    It is interesting because it reflects a widely held view that the bright new future offered by mainland China isn’t bright, attractive or desirable. This will likely cause trouble in Hong Kong for China in the future; if it rolls out from the cultural zeitgeist into political aspects of Hong Kong life.

    There are times when I wish I was wrong.

    Nothing jarred from memory when I rewatched In The Mood For Love, but I had forgotten the documentary footage of President De Gaulle visiting Cambodia near the end.

    2046

    After In The Mood For Love, 2046 follows Chow Mo wan as he attempts to get Su Li zhen out of his system. The story also connects with Days of Being Wild with Carina Lau’s character still being heart-broken over the death of Yuddy, years later.

    There is a line in Tony Leung’s monologue that encapsulates 2046 the central plot premise really well.

    “Love is all a matter of timing, it’s no good meeting the right person too soon or too late. If I’d lived in another time or place then my story might have had a very different ending” – Tony Leung’s character Chow Mo-wan in 2046

    2046 captured post-Handover disillusionment, a community that realises its own ephemeral nature. Hong Kong’s specialness appears as suffering according to Stephen Teo – and I think he got it right.

    …a visually ravishing work that’s downright apocalyptic in its suffocating sense of dread and despair. – David Pountain, Little White Lies

    I finished the boxset, drained in a good way, but also disappointed, not in Wong Kar wai’s work but in the Hong Kong it now exists in. As it was once my home, I felt broken.

  • Anthropic + more things

    Anthropic and the US Department of Defense defined the debate about AI for the start of March. Trying to understand the truth is murky.

    FORTUNE Brainstorm Tech 2023

    The media pitches a clash of personalities between Pete Hegseth and Anthropic CEO Dario Amodei.

    Anthropic’s Claude LLMs have a number of points of expertise from helping programmers develop software code more quickly to assisted decision making and automation.

    Anthropic had concerns about weapons with no humans in the loop, but you could consider ‘fire-and-forget’ weapons are already the same thing. This would include the FGM-148 ‘St’ Javelin anti-tank missile successfully used by the Ukrainians or the British Brimstone air-to-ground missile.

    Fire-and-forget saves lives, autonomous vehicles in areas like casualty evacuation and supply runs could save more lives. The Anthropic breakdown seems to be down to trust. Anthropic felt that its models weren’t ready for full autonomy of operation and there were also concerns about facilitating mass surveillance of Americans.

    There seems to be undertones of taking action against a ‘woke’ company. Why Anthropic seemed to have been able to double down is the limited impact they claim it will have on their business.

    And yes the term ‘seem’ is doing a lot of heavy lifting due to difficulty in discerning what is going on.

    China

    China: Quieter, more fretful than I remember – by Whipling – it’s immediately obvious there is a current vibe in China. It isn’t frantic. It isn’t charged. It appears to be a collective sigh. Pride at what’s been achieved; acknowledgement that things are going to stop improving at the speed they forever have; resignation that life will be a little bit harder hereon in; and gratitude that there are messier places around the world to live. Many terms have been thrown at interpreting elements of this current behaviour in China. “Involution”. “Lie Flat”. I’ll add another: “Eh, fine.”

    Why Everyone Is Suddenly in a ‘Very Chinese Time’ in Their Lives | WIRED – As is often the case with Western narratives about China, these memes are not really meant to paint an accurate picture of life in the country. Instead, they function as a projection of “all of the undesirable aspects of American life—or the decay of the American dream,” says Tianyu Fang, a PhD researcher at Harvard who studies science and technology in China.

    At a moment when America’s infrastructure is crumbling and once-unthinkable forms of state violence are being normalized, China is starting to look pretty good in contrast. “When people say it’s the Chinese century, part of that is this ironic defeat,” says Fang.

    As the Trump administration remade the US government in its own image and smashed long-standing democratic norms, people started yearning for an alternative role model, and they found a pretty good one in China. With its awe-inspiring skylines and abundant high-speed trains, the country serves as a symbol of the earnest and urgent desire among many Americans for something completely different from their own realities.

    ‘Hermès orange’ iPhone sparks Apple comeback in China | FT

    Alibaba’s Qwen App Commits ¥30B to Chinese New Year AI Giveaway Campaign | Pandaily – China’s tech giants are using the Lunar New Year — the world’s largest annual migration — to turn niche AI assistants into household names. They are betting billions that “Red Packet” marketing can do for AI what it did for mobile payments a decade ago.

    Former Alibaba Executives Join Robot Leasing Platform BotShare as President and CSO – Pandaily – Li Liheng, former head instructor of Alibaba’s renowned B2B sales force known as the “China Supplier Iron Army,” has joined robot leasing platform BotShare as President. He will be joined by Wang Mingfeng (Tianxiang)—another Alibaba veteran previously responsible for management training under Alibaba’s “Three Axes” leadership framework—who will serve as Chief Strategy Officer.

    BotShare officially launched in December 2025 and disclosed its seed funding round on January 15, 2026. The round was led by Hillhouse Ventures, with participation from Fosun Capital and other investors. According to Qichacha data, Agibot (Zhiyuan Robotics) holds a 55% stake in BotShare, while Feikuo Technology owns 15%. Founded in 2024, Feikuo focuses on deploying and operating robots in real-world scenarios such as cultural tourism, commercial performances, and guided exhibitions.

    As a robot leasing platform, BotShare aggregates robots from multiple brands and models, offering rentals for scenarios including corporate annual meetings, livestreaming, store openings, and promotional events.

    Available brands currently include Accelerated Evolution, Unitree, Zhiyuan, Zhongqing, Lingchu Intelligence, and Zhujie Dynamics, among others. Robot delivery, retrieval, and maintenance are handled by local leasing partners across different regions.

    Platform data shows that within three weeks of launch, BotShare surpassed 200,000 registered users, with daily rental orders stabilizing at over 200.

    Consumer behaviour

    One Third of Consumers Resist AI on Their Devices | Circana

    Culture

    AESTHETIC SYSTEM #2: TECHNO SURREALISM

    Hong Kong

    Hong Kong’s Sogo mall operator seeks $1 billion loan refinancing | Jing DailySogo malls, especially the flagship Causeway Bay one, have long been among Hong Kong’s prime retail destinations. However, traditional retailers like department stores have been facing even more pressure from the mainland’s growing e-commerce penetration, the rise of low-end stores and weak domestic consumer sentiment.

    Lifestyle International was taken private by its chairman, Hong Kong billionaire businessman Thomas Lau Luen-Hung, in a HK$1.9 billion deal after the company warned of an at least 80% plunge in profit in the first half of 2022.

    Still, Hong Kong’s retail landscape has shown signs of stabilizing. Government data indicates that retail sales rose 6.5% year-on-year in November 2025, citing improving local consumption amid sustained economic growth and increasing visitor numbers.

    From Rolex to Naoya Hida: East Asia’s role in the secondhand watch boom | Jing DailyHong Kong leads, Taiwan sustains, Southeast Asia emerges. Across the auction house’s East Asian markets, collector behavior differs sharply.

    “Hong Kong continues to drive the strongest demand in the region,” Perazzi says. As a global gateway, the city draws international bidders competing for trophy pieces — particularly Rolex and Patek Philippe — and increasingly, independents.

    Taiwan, meanwhile, reflects consistency rather than spikes. “Taiwanese collectors are renowned for their long-term approach. Compared to Hong Kong’s appetite for headline-grabbing lots, Taiwan is characterized by quieter but reliable demand,” Perazzi adds.

    A surprise force is Southeast Asia. Vietnam and the Philippines are now producing first-generation collectors with expanding wealth pools and few legacy constraints. “Southeast Asia has emerged as a dynamic growth region,” Perazzi says, citing a younger collector profile and faster adoption of new independents.

    62% of Hong Kong Zoomers fear they can’t compete with AI: Chinese YMCA survey

    Ideas

    The Singularity Is Always Near – by Kevin Kelly – KK

    Indonesia

    Indonesian woman collapses after 140 lashes for sex and alcohol | South China Morning PostA woman in Indonesia’s Aceh province collapsed after being caned 140 times last week for extramarital sex and drinking alcohol in one of the harshest sharia punishments on record.
    The woman and her partner were struck with a rattan cane in a public park in Aceh province on Thursday as dozens watched, Agence France-Presse reported. Each received 100 lashes for extramarital sex and another 40 for consuming alcohol, according to Banda Aceh sharia police chief Muhammad Rizal.
    – the move to more Gulf-orientated interpretation of Islamic rule is likely to cramp globalisation in Indonesia by western firms, despite it being the most populated Muslim country and will affect service industries such as tourism

    Innovation

    Unorthodox ‘universal vaccine’ offers broad protection in mice | Science | AAAS

    On’s Greatest Innovation Isn’t a Sneaker. It’s a Robot. | Sportsverse

    Japan

    Japan’s AI Affinity – Matt Alt’s Pure Invention

    4 Yakuza, 4 Livers, 100+ Dead Americans; No problem. The UCLA Report You’ve Never Seen | Jake Adelstein

    Luxury

    What are premium Chinese brands doing for Spring Festival 2026? 🧨 | Following the Yuan

    Luxury’s Overexposure Is Biting – Matter

    The Wait List for a Birkin or Rolex Is Getting Shorter – WSJ – Falling resale values show that even makers of the world’s most popular luxury goods are feeling a slowdown

    Marketing

    Tymbals : The Agency of the Future (Circa 2026) – Nigel Scott looks at the impact of LLMs on the creative output of agencies and Kering got it wrong using AI as a creative tool: Gucci’s AI experiment is what happens when luxury forgets it’s luxury – Intern Pierre

    Materials

    The Cell That Didn’t Catch Fire – by Howard Yu

    On’s Greatest Innovation Isn’t a Sneaker. It’s a Robot. | Sportsverse

    Media

    When Real Beauty Met Reddit | LBBOnline – Reddit is very underestimated, interesting to see Dove using it in this way. Also worthwhile noting that Reddit is a key training source for LLMs.

    WPP Media launches framework for evaluating AI advertising capabilities – The Media Leader

    Listening to “The Joe Rogan Experience” | The New Yorker – the lineage from 1960s weird fringe late night medium wave radio to the mainstream media of The Joe Rogan show

    Online

    Chinese internet reacts to Bad Bunny – by Beimeng Fu

    Blocking mobile internet on smartphones improves sustained attention, mental health, and subjective well-being | PNAS Nexus | Oxford Academic

    America must follow China in treating data as an asset – In 2024, China became the first country to allow enterprises to classify data as intangible assets on their balance sheets. Beijing had already declared data a “factor of production” alongside land, labour, capital and technology. The National Data Administration now oversees dozens of data exchanges. China Unicom, one of the world’s largest mobile operators, reported Rmb204mn ($29mn) in assets in its first filing under the new rules.

    Spotlighting The World Factbook as We Bid a Fond Farewell – CIA

    Security

    Russia targets Telegram as rift with founder Pavel Durov deepens | FT

    ‘Honeypots’ and influence operations: China’s spies turn to Europe | FT

    Pentagon is embracing Musk’s Grok AI chatbot as it draws global outcry | C4ISRnet

    Taiwan’s Tron Future unveils AI-guided anti-armor rockets | C4ISRnet

    AI-powered military neurotech: Mind enhancement or control? | C4ISRnet

    The DJI Romo robovac had security so poor, this man remotely accessed thousands of them | The Verge

    Economic Espionage and Innovation Restrictions by Andrew Kao & Karthik Tadepalli (University of California, Berkleley, Harvard University)

    Flickr moves to contain data exposure, warns users of phishing | Security Affairs

    PRC Targets NATO Frontline States | RealClearDefense

    iPhone and iPad are the first consumer devices cleared for NATO ’s ‘RESTRICTED’ classification | SecurityAffairs

    Technology

    Apple Does Fusion. – On my Om – the architecture move is more interesting than the products.

    iPhone and iPad are the first consumer devices cleared for NATO ’s ‘RESTRICTED’ classification | SecurityAffairs

    Most of the major AI players went to Davos, though they weren’t the main focus due to the Trump administration. Google Deepmind founder Demis Hassabis admitted that the current AI market is ‘bubble-like’.

    Beyond the Bubble: Why AI Infrastructure Will Compound Long after the Hype | KKR

    Does China care about AGI? – by Kyle Chan – High Capacity

    Yahoo Japan and LINE to build combined private cloud • The Register – Japan’s take on sovereign cloud

    TMTB: Dario Amodei (Anthropic CEO) at MS TMT Key Quotes & Dario’s Choice and Anthropic’s Future | Big Technology

    Web-of-no-web

    Chinese robotaxis beat U.S. rivals to the Gulf – Rest of World

    Wireless

    Orbital geopolitics: China’s dual-use space internet MERICS

  • February 2026 newsletter – get up & run edition

    February 2026 introduction – (31) get up & run edition

    I am now at issue 31, or as a bingo caller would put it ‘get up & run’. In Cantonese 31 isn’t a famous lucky number, it could considered to mean ‘life first’ implying an importance of vitality. On the plus side, it doesn’t have negative connotations of say 14 – which sounds similar to definitely die.

    #run

    I was sent a mix by an old friend of mine done by Frankie Bones at Amnesia House in August 1990 – as aural history its a fascinating treasure trove and occurred a pivotal time with several genres about to fragment from the original UK scene. Now we have our soundtrack 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.

    I appeared in the What’s In My Now newsletter talking small wallets, cheaper alternatives to Apple Studio monitors and making better use of LLMs. More here.

    I gave a presentation for Outside Perspective on my Dot LLM era paper. Here is my speaking notes that I prepared as I got the presentation ready, complete with the slides at the relevant points.

    I spoke to the WSJ about my dot LLM era thinking and was name-checked on their Take On The Week podcast. And I compared my research with Marc Andreessen’s of A16z 2026 AI outlook here.

    I wrote a letter to the FT about Sony surrendering its home entertainment business (TVs, home audio) to Chinese TV maker TCL. While Sony’s current involvement in sectors such as elder care and insurance are worthy endeavours – what does it mean when they are more core to Sony’s identity than the home entertainment equipment that the brand built its empire on?

    As well as being a concerned Sony customer, I was also thinking about what it means to a brand when it gets rid of its core raison d’être? You can read my letter here.

    I was talking to a friend about classic films and suddenly Matthew Frank’s newsletter dropped in my inbox and started me down a rabbit hole exploring the idea of forgettable cinema as part of the modern public zeitgeist.

    I pulled together a collection of adverts and campaigns celebrating lunar new year from across Asia and a couple aimed at the wider diaspora. As brands look to benefit from the year of the fire horse.

    ICYMI – Top five shares on LinkedIn

    1. Publicis widening the business gap versus its rivals. A decade spent preparing their data and foundational technology for machine learning.
    2. WPP’s big pivot to adapt to market conditions for the large holding companies.
    3. Dentsu’s change of leadership to better control strategy and manage global capabilities.
    4. What Google’s AI bet means for advertisers.
    5. Michael Farmer on why reorganisation isn’t strategy, instead strategy should drive any reorganisation to meet the strategic objectives. This one proved a bit controversial, I’m not sure why.

    Books that I have read.

    While I have been looking forward for David McCloskey’s latest book The Persian to come out, I managed to finish The Seventh Floor. On one level The Seventh Floor is about espionage and feels very now given the new cold war. But it’s also about friendship, loyalty and personal betrayal. McCloskey doesn’t only bring expertise from a past career at the CIA, but also a deep love of the espionage novel as an art form and this novel gives a nod and a wink to the works of John Le Carré.

    While the agency world is focused on the rise of AI, I decided to revisit Michael Farmer’s Madison Avenue Manslaughter: An Inside View of Fee-Cutting Clients, Profit-Hungry Owners and Declining Ad Agencies. Ten years after it has been published, the diagnosis and the lessons from Farmer’s research seem to have been ignored by clients and the c-suites of holding groups. One thing I picked up on my revisiting the book was the challenge in defining strategic contribution and effort to campaigns. With creative output, Farmer managed to break down creative tasks into fixed ScopeMetric® Units (SMUs). But Farmer admitted that he couldn’t define strategy outputs in the same way because the context changed account-by-account. This makes sense given the difficulties I have had in the past when strategists were way oversold by the project management function within agencies.

    Things I have been inspired by.

    Insularity was the watch word of this year’s Edelman’s Trust Barometer. It was a pretty dark vision of the future. There is a huge delta between top income quartile of the population and their trust of authority and the bottom income quartile. In the lower quartile group there is little to no trust in authority figures (business, journalists, government). They only trust people like them.

    Andrew Tindall published a new book for System1 based on their research and Effie data which reinforces previous publications by Orlando Wood, Les Binet, Peter Field and Byron Sharp at the Ehrenberg-Bass Institute. It also reinforces the importance of context as part of creativity when media and creative functions are co-joined at the hip. It’s very readable and available for free here.

    Chart of the month. 

    The surge of US measles infections turned into a politicised debate about vaccinations, competence, why Canada’s rates were even higher and whether things were as bad as experts would have you believe?

    The chart only tells part of the story.

    measles

    The US CDC cites a general hospitalisation rate of about 20% (1 in 5 cases), recent years have seen significant fluctuations depending on the specific age groups and regions affected by measles outbreaks.

    The “Age Factor”: The high rates in 2022 and 2024 were largely due to the virus hitting children under five—the age group most likely to develop severe complications like pneumonia.

    • 2022 – driven by an outbreak in Ohio, which had a high paediatric hospitalisation rate.
    • 2024 – remained high throughout the year with nearly half of cases affecting children under 5.

    Outbreak Size vs. Severity: In 2025, even though the total case count surged, the percentage of people requiring hospital care fell. This often happens when an outbreak moves beyond high-risk “pockets” into a broader, sometimes older, population.

    • 2023 – outbreaks in unvaccinated high-risk clusters.
    • 2025 – hospitalisation rates dropped because the virus spread to older demographics and larger, but less severe clusters
    • 2026 – infections in January had few children under 5 affected. Cases were able to be managed at home.

    Vaccination Impact: Across all these years, the vast majority (over 90%) of hospitalised patients were either unvaccinated or had an unknown vaccination status.

    Canada’s rates are high because the population has a significant amount of unvaccinated immigrants and refugees from conflict zones and the developing world.

    Things I have watched. 

    Thomas Harris’ Silence of The Lambs still has legs in culture. Which is why Amazon Prime Video has gone back to the universe with Clarice. The story takes place in the aftermath of the buffalo Bill killings which drove the plot of Silence of the Lambs. The storytelling is top notch with a fantastic plot twist in episode 1. It is well worth your time to at least give the first few episodes a chance.

    It started off in an unpromising way, several years ago a friend left a DVD with me. They said something along the lines of they liked a number of Werner Herzog films, but that this was too weird for them. I finally got to sit down and watch Fata Morgana.

    It doesn’t have a story, but is beautifully shot footage of the Sahara and Sahel in 1969 with a focus on near horizon mirages (from which the film gets its name) and features the human effect on it from vistas of oil processing equipment to barbed wire and crashed planes.

    There is a poetic narration in German over the top with a range of music to flt the landscapes. It feels like a forerunner of Godfrey Reggio’s Koyaanisqatsi made a decade later. It’s easy to watch.

    I spent a weekend with my Dad going through old VHS cassettes and on one of them we found Four Fast Guns. It is a surprisingly good Hollywood western. While not a John Ford film, it has a grittiness due to superior character development and tight storytelling reminiscent of the very best spaghetti westerns. The film was produced by an independent studio and featured three well recognised character actors as its star performers.

    • Edgar Buchanan acted alongside the likes of Clint Eastwood, James Garner, John Wayne, Cary Grant and Randolph Scott he went on to appear in several TV series that I remember watching on repeat as a child in Ireland including The Beverley Hillbillies and The Twilight Zone.
    • Martha Vickers had appeared in The Big Sleep alongside Lauren Bacall.
    • James Craig had acted alongside everyone from John Wayne to Boris Karloff.

    This gave the director much more creative freedom to make the performances pop on-screen. The climatic plot twist is very good.

    I was inspired by watching Reflection in a Dead Diamond last month to watch Danger: Diabolik. The psychadelic motifs of and dream sequences of Reflection in a Dead Diamond seemed to draw from European cinema’s brief flirtation with super spy and super villain films during the 1960s. Danger: Diabolik was Mario Bava’s and Dino DeLaurentis’ take on the French Fantômas film series.

    Bava’s expertise in genre films and special effects gives Danger: Diabolik a more sophisticated look than you would give it credit. Add in the film’s 1960s modernist aesthetic, James Bond type action sequences and you have a winning film. The humour-heist plot is very of its time but still entertaining and cried out for a remake. Terry-Thomas’ character performance as a government minister in the film is one of brilliance.

    Useful tools.

    I was saddened to read of the demise of The World Fact Book published by the CIA. I found it invaluable as a starting point when getting up to speed on international campaigns on parts of the world that I hadn’t visited. It even helped me win some work with Telenor Myanmar back before the current military regime got back into power. According to this post on the CIA website the World Fact Book is going away.

    This personal productivity playbook by CJ Casseili was interesting to read and some of you may find tips and tricks that you can apply in your own work and personal life.

    Ilina Scott’s quick guide to AI tools for strategists is worth a read if you are just dipping your toe in the field.

    Occasionally software comes along what doesn’t become a mainstream success, but is well loved and much missed when it disappeared. Apple’s HyperCard was one, another was Yahoo! Pipes. The idea behind Pipes has been resurrected and in its latest iteration is very useful, even in a time of AI-with-everything.

    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. 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. And have recently been helping out agencies and startups in various sectors.

    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 all-in, hit-the-ground-running 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 February 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 a presentation I gave to the Outside Perspective crew, in Adobe Acrobat format. 

    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.