Category: japan |日本 | 일본

Yōkoso – welcome to the Japan category of this blog. This blog was inspired by my love of Japanese culture and their consumer trends. I was introduced to chambara films thanks to being a fan of Sergio Leone’s dollars trilogy. A Fistful of Dollars was heavily influenced by Akira Kurosawa’s Yojimbo.

Getting to watch Akira and Ghost In The Shell for the first time were seminal moments in my life. I was fortunate to have lived in Liverpool when the 051 was an arthouse cinema and later on going to the BFI in London on a regular basis.

Today this is where I share anything that relates to Japan, business issues, the Japanese people or culture. Often posts that appear in this category will appear in other categories as well. So if Lawson launched a new brand collaboration with Nissan to sell a special edition Nissan Skyline GT-R. And that I thought was particularly interesting or noteworthy, that might appear in branding as well as Japan.

There is a lot of Japan-related content here. Japanese culture was one of odd the original inspirations for this blog hence my reference to chambara films in the blog name.

I don’t tend to comment on local politics because I don’t understand it that well, but I am interested when it intersects with business. An example of this would be legal issues affecting the media sector for instance.

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

  • March 2026 newsletter – (32) buckle my shoe

    March 2026 introduction – (32) buckle my shoe

    By some miracle, I have managed to make it to issue 32. Yes this is late, my excuse was reading The Persian, more on that below. In the jargon of the bingo hall 32 came up as ‘buckle my shoe’.

    https://flic.kr/p/w8zyP

    As I wrote this down I was reminded of a vivid memory from my early childhood. I was staying with my Granny on the family farm in rural Ireland. I would have been pre-school, maybe three years old.

    Like a magpie I was attracted to shiny things, and she had a pair of shoes with gold coloured decorative elements on them. They were horseshoe-shaped buckles, but didn’t serve any function beyond aesthetics.

    I managed to remove one unintentionally, it didn’t seem to take any effort. I realised it shouldn’t be off the shoe, so I returned it to her in my mind, by posting it under the closed door of her bedroom.

    I forgot about it. There was more important things to do like pat the friendly farm dog and feed soda bread crumbs from the breakfast table to the couple of coal tits that would show up at the back door after every meal.

    Later on, the adults got in a state when the buckle was discovered missing and one of Granny’s best pairs of shoes were now ruined. I pointed out where I had put the buckle, but it was now nowhere to be found. The second buckle was slipped off the other shoe and both shoes matched again, no one outside the household was any the wiser until you read this.

    Like the missing buckle we can often no longer return, but we can adapt and move forward by shedding extraneous items that hold us back.

    Beyond bingo, 32 in Chinese sounds similar to easy growth, which is considered lucky across business, relationships and in one’s personal life. It also corresponds to perseverance or staying the course in the I Ching.

    This month’s soundtrack to the newsletter is collated by The Found Sound Orchestra over on SoundCloud. Now that’s sorted, 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.

    Reflecting on the different archetypes of people that you meet in an advertising agency new business pitch and how to deal with them.

    A roundup of everything from Chinese innovation to Anthropic’s disagreement with the US Department of Defense.

    ICYMI – Top five shares on LinkedIn

    1. Wellness as an experiential aspect of luxury. It has become a luxury currency in its own right for both genders according to a new report by Karla Otto.
    2. My friend Nigel Scott analysed the future of creative agencies. He thought that AI forced the agency break even point even higher, which impacts the rise of the independents.
    3. The paradox of Gucci using generative AI to market slow luxury aesthetic / lifestyle.
    4. International Women’s Day was marked by some sobering research on attitudes to gender equality in the UK. There was a generational aspect to it where younger cohorts men held more traditional views than other groups and optimism for their future prospects dropped.
    5. Meta was found liable in two court cases. One was about the role of social platforms facilitating human trafficking. The second was being found liable due to creating an ‘addictive’ platform. Critics now have a roadmap to seek damages and drive design changes.

    Books that I have read.

    The Persian by David McCloskey – this isn’t the first book that I have read by David McCloskey, but the one that I most anticipated. Espionage novels have had a revival as the global war on terror (GWoT) wound down, Ukraine, the South China Sea and Iran wound up. The timing of the book was precipitous. It came out at the end of January and events started down their path in the Persian Gulf soon after.

    The book is very cleverly written. The story told from multiple perspectives:

    • A Mossad department head and his staff
    • A prisoner held in an Iranian jail
    • An Iranian mother

    Yes you get the tension of a spy novel, but you also get the portrait of flawed human characters, acting and reacting to the terrible incidents around them. In this respect, it reminded me of what the Apple TV series Tehran tried to do. McCloskey manages to humanise his characters in a way that few authors in the genre beyond John le Carré and Mick Herron in his own way.

    Things I have been inspired by.

    Japanese porcelain brand Hataman Touen graced the tables of the Imperial Royal Household. Their classical techniques became relevant of the modern world thanks to a collaboration with Ghost In The Shell Standalone Complex anime.

    tachikoma

    The result was a limited edition model of the Tachikoma autonomous intelligent ‘tank’ that plays a prominent role in the show.

    https://www.tiktok.com/@argos/video/7577699305818000662?is_from_webapp=1&sender_device=pc&web_id=7612101813533623830

    I am not a big fan of TikTok, but Argos have been killing it with their ‘stockroom rave‘. The nod to raving in working class culture for over half a century from the speed-fuelled Wigan Casino all-nighters to the Boiler Room sessions today. Less so now that I work in offices, but before going to college banging tunes on Sony ghetto-blaster got me through shifts in a McDonald’s, a clothing factory and a plant hire repair workshop. And doing it all with a dash of humour.

    My friend Dan Ilett‘s newsletter The Executive Summary fufils the old strategist maxim of being interesting first, being right second. Dan manages to pull both off more often than not, but he is always interesting. Sign up here.

    Chart of the month. 

    This month due to the confluence of a client project that never happened and the latest report drop by Morgan Stanley in association with LuxeConsult, I looked into the Swiss luxury watch industry.

    swiss watches

    A few interesting trends emerge:

    • Independents such as Patek Philippe and Rolex have successfully held off large luxury conglomerates LVMH and Richemont.
    • Swatch Group has become a donor of market share to the other main players.
    • The K-shaped market can be seen in the relative performance of Richemont’s brands. Vacheron Constantin and Cartier outperformed while IWC, Panerai and Jaeger-LeCoultre laboured in a tightening market.
    • The sector-wide -3% CAGR (compound annual growth rate), was driven by economics as much as smart watches. Smart watches will exert less pressure moving forwards as they were kept and worn for longer by users.

    Things I have watched. 

    I rewatched the original 1995 Ghost In The Shell animated film. I went in expecting for me to be thinking about the future of AI, instead the idea of the puppet master and his agent reminded me of the impact of social media and the influence that it impacts on consumers. There is one scene where a dust bin wagon driver is being questioned and is told that all his memories are false, he had been taken in by a false life. It spoke to the way people become ‘red pilled’.

    Useful tools.

    If like me, you have found that no matter what you do with your brightness button, your Mac’s screen is lacking, fear not Vivid is here. You don’t have to splurge on an XDR display to make it pop and keep the colour balance, Vivid is an app that doubles the brightness your display can achieve.  

    I am a long time fan of RSS reader Newsblur. The apps for it have recently undergone a major redesign including new features to make it even more intelligent and useful. In particular, I am really excited about a new feature that turns any website into an RSS feed that can be followed which the call Webfeeds.

    We can have a larger debate about how web developers, designers and site owners have taken a backward step by not using RSS or Atom. WordPress comes with RSS built in, so you have to actively shut it down. Instead, Instead I’d like to celebrate the major level engineering that Samuel Clay and the team at Newsblur managed to achieve in developing Webfeeds as a highly usable feature within Newblur.

    YouTube Search Fixer is a browser plugin for Chrome and Firefox that allows you to customise search results on YouTube. Doing research and don’t want to get music videos, or avoid related searches clutter – then you don’t have to.

    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 March 2026 newsletter, I hope to see you all back here again in a month. Be excellent to each other and enjoy the joys of spring along with chocolate eggs.

    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.

  • 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

  • January 2026 newsletter

    January 2026 introduction – (30) the dirty Gertie edition

    I am now at issue 30, or as a bingo caller would put it ‘dirty gertie’. This phrase was the nickname given in the 1920s to a statue called by La Délivrance by French sculptor Émile Guillaume.

    La Délivrance - 7

    The statue was created to celebrate the German army having being stopped before Paris in World War 1. It was originally called La Victoire – there is a matching statue in Nantes, France.

    1960s student activists claimed that you shouldn’t trust anyone over the age of 30, making a virtue of ageism. While activists were deeply suspicious, 30 in Cantonese is considered to be lucky as the number three sounds like alive or life.

    It might be winter outside, but it doesn’t need to be winter in your head thanks to Graeme Park’s Best of 2025 part 1 which is two and a half hours of goodness. Now we have a sound track, let’s get into it. 

    New reader?

    If this is the first newsletter, welcome! You can find my regular writings here and more about me here

    SO

    Things I’ve written.

    Each year, I try and write an account of year as it happens. It provides a perspective on what appeared important at the time rather than in retrospect. Here’s the one I did for 2025.

    The Dot LLM Era came out of my thinking about the massive expenditure in building infrastructure and the computing power needed by AI services like OpenAI and Anthropic, asking how it will be paid for and what it means for for business, consumers, investors and technologies. 

    There was so much happening from childhood beauty product usage alarming dermatologists to corporate and national moves in AI sovereignty. So I captured some of the most interesting of them here.

    Books that I have read.

    The value of everything

    Mariana Mazzucato’s The Value of Everything. Mazzucato’s work was reflected in the Labour Party’s economic manifesto during the 2024 general election. The book does a good job of diagnosing the current challenges that the UK economy faces at the present time. More on the book here.

    How to Write a Good Advertisement: a short course in copywriting by Victor O. Schwab. During the CoVID lockdown, I picked up several books on my craft. This was one of them. Schwab wrote this book in 1962, when his audience would have been predominantly writing advertising copy for campaigns run predominantly in newspapers – but all of the principles in the book remain solid. More on the book here.

    Things I have been inspired by.

    Every time I get a brief that defines an audience as a generation my heart sinks a bit for several reasons. Which is why I was glad to read this Ipsos  View Point and share it as widely as possible. Generational Marketing: Breaking free from stereotypes provides research on the nuances missed by a generational approach, how we differ by age cohort and life stage, alongside what brings us together as common challenges.

    While it won’t get as much ink as Christmas or Super Bowl adverts the CIA kicked off January with another video aimed at recruiting Chinese agents. They advised them to use a VPN and Tor browser to get in touch with them online.

    Chart of the month. 

    After I came back to London after working on various brands including Colgate in Asia, I noticed that all the Colgate adverts followed a standard formula. It puzzled me: the ads were distinctive by their ‘undistinctiveness’. They had no emotion and a limited number of brand cues beyond name checks and a pack shot or two.

    If like me, you’ve ever wondered why Colgate toothpaste adverts (in Europe at least) always seem to be based around a dentist or dental nurse (who may, or may not be a generative AI) character, then Ipsos Veracity Index 2025, may have the answer.

    The Ipsos Veracity Index, is a great piece of longitudinal research launched in 1983. It does an annual poll studying change in public trust towards leading professions in Britain. Much of the headlines for this year was the low trust position scored by influencers, with just 6% of people generally trusting them to tell the truth.

    I think that number has a number of problems with it, to do with the phrase general which would invite them to think about creators they don’t follow at least as much as those that they do follow. Secondly, not all influencer types are supposed to be trusted be it being videos on e-gaming play, humour and general ‘banter’ or shock jock-type content.

    As Ipsos themselves noted, there was a tension between the declared trust level with the amount of news consumption that now happens on social channels from influencers.

    ipsos veracity study 2025

    Getting back to the Colgate question, the answer is at the top of the table. Healthcare professionals and technical experts are at the most trusted professions in the UK.

    Things I have watched. 

    The TV schedule was terrible over the Christmas period and there were only so many reruns of Jessie Stone that even my Dad can sit through. So I entertained him with a mix of streamed films, old VHS tapes, DVDs and Blu-Rays.

    Reflection in a Dead Diamond cinema poster

    Reflection in a Dead Diamond directed by Hélène Cattet and impressed the hell out of me. At its heart it’s a mystery full of illusion, delusion and deception. It oscillates between two timelines one from the late sixties on and the second as an elderly version of the protagonist in the present day. In his day, the protagonist had been a Francophone James Bond-type figure, but darker like Fleming’s novels rather than the version that we see on screen. There are also hints of modern French historical figures like Alfred Sirven and Jean-Claude Veillard. The film has a lot of French new wave motifs particularly at its beginning. I was reminded of Alain Delon’sTraitement de choc , Diabolik and the André Hunebelle directed OSS 117 series of films in the mid-1960s.

    Bubblegum Crash – no that isn’t a typo. Bubblegum Crash was a follow on from the Bubblegum Crisis manga and OVA (original video animation – made for direct to video distribution without being broadcast or shown in a cinema first) anime series. I had these on VHS tape at my parent’s house and it was fantastic revisiting them decades later. Bubblegum Crash is less serious and the artwork isn’t as good as the original series, but it’s still great cyberpunk fiction.

    It felt surprisingly fresh, wealth inequality, get rich schemes, large corporations behaving badly, an openly gay police officer, autonomous machines from robots to cars and normalised smartphone usage.

    All this from an animated series that was produced in 1991, at this time robots were stuck in car plants, AI was image stabilisation in the latest high-end camcorders and handheld mobile phones were over 20cm long in use. Cellphones were only starting to become less than a kilogram in weight with the launch of Motorola’s MicroTAC in 1989.

    Detective vs Sleuths – a Johnnie To-adjacent film that a friend in Hong Kong gifted to me. The film was directed by Wai Ka-fai who collaborated with To and co-founded production company Milkyway Image together. Detective vs Sleuths feels thematically and stylistically similar to Mad Detective which Wai co-directed with To in 2007. That similarity brought me back to happier days flying on Cathay Pacific, sipping Hong Kong-style milk tea and watching Mad Detective soon after it had came out for the first time on the airplane entertainment system.

    Without spoiling the plot, old cold cases are having new light shone on them by a series of deaths. Sean Lau plays a Nietzsche-quoting former detective with his own sanity in question.

    Production-wise, the film was shot in 2018, was in post-production until 2019 and finally released after the worst of CoVID was over in 2022. If you are a passionate Hong Kong film watcher, then you will notice the similarities with Mad Detective; but Detective vs Sleuths still holds up as a really enjoyable inventive film with a number of surprises for the audience.

    Useful tools.

    Kinopio – quick lightweight service similar to Miro and MilanNote.

    Clean Links – for iPhone, iPad and Mac cleans out tracking codes from URLs when you share them, for instance in a Slack conversation.

    Not a tool per se, but a technique that started on Chromium browsers and is now more widely supported, scroll to text fragments. Appending to the end of a URL:

    #:~:text=startWord,endWord

    When someone clicks on the link they are guided directly to a highlighted section on the page, rather than having to search or guess at what you meant. It isn’t perfect, but it’s rather good.

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

    The sales pitch.

     i am a strategist who thrives on the “meaty brief”—the kind where deep-tech or complexity, business goals, and human culture collide.

    With over a decade of experience across the UK, EMEA, and JAPAC, I specialise in bridging the gap between high-level strategy and creative execution. Most recently, I was embedded within Google Cloud’s brand creative team, where I helped navigate the “messy steps” of global pivots and the rapid rise of Gen AI.

    My approach is simple: I use insight and analytics to find the “surprise” in the strategy. Whether it’s architecting an experiential event or defining a social narrative for a SaaS powerhouse, I focus on making complex brands feel human and high-velocity businesses feel accessible.

    The Strategic Toolkit:

    • Brand & Creative Strategy: From B2B infrastructure to luxury travel.
    • AI-Enhanced Planning: Deeply literate in Google Gemini and prompt engineering to accelerate insights and creative output.
    • Multi-Sector Versatility: A proven track record across Tech & SaaS (Google Cloud, Semiconductors), Consumer Goods (FMCG, Beauty, Health), and High-Interest Categories (Luxury, Sports Apparel, Pharma).

    I am officially open for new adventures with immediate effect. If you have a challenge that needs a “wholehearted” strategic lead, let’s talk.

    now taking bookings

    More on what I have done here.

    bit.ly_gedstrategy

    The End.

    Ok this is the end of my January 2026 newsletter, I hope to see you all back here again in a month. Be excellent to each other and good luck with your new year’s resolutions. As an additional treat here is a link to my charts of the month for 2025, in PowerPoint format that you can freely use in your own presentations.

    Don’t forget to share if you found it useful, interesting or insightful as this helps other people and the algorithmic gods of Google Search and the various LLMs that are blurring what web search means nowadays.

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

  • AI sovereignty + more stuff

    AI sovereignty

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

    IBM-GS

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

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

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

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

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

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

    Beauty

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

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

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

    China

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

    Consumer behaviour

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


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

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

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

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

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

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

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

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

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

    Culture

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

    Design

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

    Economics

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

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

    Gadgets

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

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

    Ideas

    Nobody knows how large software products work | sean goedecke

    Korea

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

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

    Luxury

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

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

    Marketing

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

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

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

    Materials

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

    Media

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

    Online

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

    Security

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

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

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

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

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

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

    Software

    AI agents and the 90% problem – by Kyle Chan

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

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

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

    The Politics Of Superintelligence

    Wireless

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

  • How to Write a Good Advertisement by Victor O. Schwab

    Victor O. Schwab’s How to Write a Good Advertisement was originally written in 1962, there was no internet and television was emergent in terms of being an advertising format that copywriters would be working on. I bought it as part of several books during CoVID and am slowly working through my reading pile now.

    Schwab looked to write a straight forward guide for copywriters of the time. Schwab focuses heavily on the psychology of advertising to elicit the right kind of reaction from the consumer.

    This psychology is something that modern marketers have had to relearn through marketing science. Yet Schwab was quoting academics, rigorous market research surveys and psychology studies 50 years earlier.

    Schwab’s style throughout the book is to show examples that work and why they work. Despite Schwab teaching copywriters about media that would be seen as largely irrelevant now, the lessons are still invaluable.

    Each chapter is clearly set out and has questions at the end of the chapter is that the reader can reflect on what they’ve learned and apply their thinking. There is also an exercise or two so that you can apply what you’ve learned from the chapter.

    Performance marketing

    The mail order copywriting section in How to Write a Good Advertisement is particularly interesting because of its focus on what we’d now call performance marketing. Schwab talks about performance marketing copywriters having to become hard nosed in nature. By hard nosed, Schwab described a mindset as a single-minded focus on the sale.

    This section also covered testing in a way that would feel very familiar to online advertising practitioners now.

    Conclusion

    While Schwab doesn’t give you models, frameworks or mnemonics to aid retention or learning of principles, relying instead on trying to build muscle memory of the student copywriter.

    You can find out more about How to Write a Good Advertisement here.

    You can find more book reviews here.