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.

  • May 2026 newsletter – issue 34 the ”ask for more” edition

    May 2026 introduction – (34)

    Welcome to the 34th edition of my newsletter. This issue sees me writing this from my parent’s home in the North West of England. It’s also part of the reason why this has been published later than usual.

    Demand more

    The change of pace in Granadaland in comparison to London was noteworthy. In bingo lingo 34 would be ‘ask for more’ – which seems to be very much on the zeitgeist at the moment. There is a general zeitgeist of dissatisfaction in the UK,

    In Chinese 34, is considered an unlucky number as 4 sounds similar to the word for death and similar in nature to the number 13 in western cultures.

    For this edition’s soundtrack, I went back to move forward with a mix by the late great Larry Levan playing at End Max, Tokyo in 1991. By this time the famous DJ had become a long term heroin addict and had complications due to his drug use and HIV; yet you wouldn’t know it from this set, he died the following November.

    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.

    An analysis of Omnicom’s Q1 2026 earnings to try and understand what was happening beneath the big numbers in a febrile time.

    From AI shamans, the Ulm School of Design, an AI reckoning and everything in between.

    The 2026 World Cup marketing kick-offs and a bunch more things.

    ICYMI – Top five shares on LinkedIn

    1. Omnicom’s Q1 2026 earnings tells a far more nuanced story than the top-line numbers.
    2. High end shopping hauls are becoming a cultural phenomenon. Chanel is no longer just behind a velvet rope; but may erode brand equity
    3. Publicis Groupe’s acquisition of LiveRamp and the move to orchestrating enterprise data
    4. How the FT thinks marketing is being shaped by AI from production to consumer behaviour.
    5. Advertising sectors apparent cycle of delusion

    Things I have been inspired by.

    Ipsos on sports fandom

    I worked on a few sports partnerships activation whilst embedded at Google Cloud and an F1 sports partnership at a freelance engagement more recently. So my attention was immediately grabbed by this collection of research from Ipsos on sports partnerships. It shows the need for long ongoing sports partnerships and the power of a brand sponsor that is highly aligned with the sport and the team.

    Nigo at the Design Museum

    Nigo is a natural subject for a museum as he has assiduously curated his own life. What particularly impressed me about the Design Museum exhibition was how it made clear that Nigo’s work was a continuation of the earlier work done by the people behind Major Force and File Records: Hiroshi Fujiwara, Takagi Kan, Gota Yashiki and Toshio Nakanishi.

    The Major Force crew weren’t just musicians, DJs and producers; but designers and cultural commentators with columns in Japanese magazines.

    Even the name Nigo came from people in Tokyo clubs calling Tomoaki Nagao ‘Hiroshi Fujiwara Ni-go’ aka Hiroshi Fujiwara number 2.

    When Fujiwara and co. finished their Last Orgy culture column in Takarajima magazine and the spin-off late night TV show, Nigo got their blessing and wrote Last Orgy 2 continuing on in Popeye magazine.

    Fujiwara helped fund Nigo’s expansion into retail with the Nowhere boutique, which was the foundation for A Bathing Ape and Jun Takahashi’s Undercover. More on this here, and more on the exhibition at The Design Museum here.

    Chart of the month. 

    Ipsos looked at fans who had differing levels of fandom for a premier league football team and partner brands with different levels of brand fit with the game. Prompted recall was measured over the 2020/21 football season. While the levels changed, there was a clear correlation between the level of brand fit and degree of fandom and prompted brand recall.

    fandom

    Things I have watched. 

    I watched the rest of the original OSS 117 series of films that I didn’t watch last month. This moved the action to Tokyo and Brazil.

    • OSS 117 Mission For A Killer
    • OSS 1167 Mission to Tokyo
    • OSS 117 Double Agent

    Mission For A Killer saw Frederick Stafford take over the role of OSS 117, if you are a classic film you might recognise him from the Alfred Hitchcock film Topaz. Mission to Tokyo was the acme of the series, and a wonderful cinematic capture of the Japanese post-war economic miracle. The final film Double Agent had John Gavin take on the mantle. By which time the franchise felt like a poorer version of Hollywood, Gavin himself was a competent actor, but the creative spark in the franchise was gone. Instead it became part of a sea of sameness in western espionage cinema.

    I can understand why there was a major reset, when Michel Hazanavicius rebooted the franchise. He had rich material to work with, from disclosures on what was going on with Jacques Foccart running economic sabotage, deniable military networks and regime change in the Francophone region. Even the private sector were involved, Elf the petroleum giant servicing as a covert slush fund and instrument of foreign policy as France decolonised. The scandal only broke over in the 1990s.

    I got to see The Mandalorian and Grogu. It’s a good but flawed film. I got into The Mandalorian, not as a Star Wars devotee, but having a deep appreciation for the spaghetti westerns and the chambara films that it subtly drew from.

    The film plugs a gap in the Star Wars franchise in the cinema, so expectations were high for Star Wars fans. What you get is spectacle, an experience that would feel at home in a Disney park. So it’s entertaining. The bad points in my opinion are down to a loose plot points, having an actress of the quality of Sigourney Weaver and not using her properly.

    What put salt in the wound was the trouble put into scenes that pay clumsy homage to Ray Harryhausen and Francis Ford Coppola respectively. Putting the same effort with less money into tightening up the script would have paid dividends. Maybe Disney didn’t care so long as the space was filled.

    I guess the moral of the story is don’t watch this film with a cinephile.

    Useful tools.

    I have been a big fan of Parcel for a while, but didn’t realise until I listened to a John Gruber podcast episode that it now allows you to track Amazon deliveries as well. Given that I work from home a lot having this app makes like a lot easier to manage package deliveries.

    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, creative platforms 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, Arm Holdings), Consumer Goods (FMCG, Personal Care, 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 this newsletter, I hope to see you all back here again in a month. Be excellent to each other and enjoy the sun when you can, don’t linger on the next long weekend being at the end of August. 

    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.

  • AI reckoning & more stuff

    AI reckoning

    AI reckoning as a term is a rather stark warning. Even more so when it comes from Aswath Damodaran who is a professor of finance at the Stern School of Business at NYU (New York University).

    The reckoning that Damodaran is concerned about is a ‘Minsky moment‘ and represents a stark contrast to the boundless techno-optimism of Marc Andreessen.

    The AI reckoning wasn’t on the mind of investors who bought into Cerebras Systems.

    Cerebras Systems makes wafer sized chips with memory and processing on the same die. This reduces latency and increases speed. As cool as Cerebras Systems technology is, the company currently has sales of $510 million and was valued on its opening day of trading at $71 billion.

    Business

    Long Lake agrees to acquire American Express Global Business Travel, the world’s largest corporate travel platform, for $6.3 billion, with support from General Catalyst and Alpha Wave | Amex GBT

    China

    Trump’s China Trap | Foreign Affairs

    Consumer behaviour

    When the Internet Was a Place – Front Porch Republic

    Design

    Great documentary on the history of Braun and its relationship with the Ulm School of Design.

    Economics

    Is AI the New China Shock? | The Daily Spark

    AI Job Loss Tracker — The Alliance for Secure AI

    The Shanghai Cabaret Theory of Globalization | Patrick Kho

    FT Alphaville (@ftav): “Remember when tech was a cap-lite industry? lol, lmao even.”

    Amazon Employees Say Layoffs, AI, and RTO Are Reshaping Jobs – Business Insider

    Energy

    Peter Thiel backs $1bn ocean data centre start-up powered by waves | FT

    EV ownership at ‘tipping point’ in many parts of the world, experts say | FT

    FMCG

    Chinese bubble tea chain with more stores than McDonald’s wants to conquer the world | FT

    Hong Kong

    Hong Kong banks dependent on SWIFT are warned of new US sanctions – Asia Times

    Innovation

    Microsoft 2026 Work Trend Index Annual Report

    Philippa Sigl-Glöckner, economist: ‘Germany lacks breakthrough innovation’ | Le Monde

    China unveils driverless mining truck that can ‘crab-walk’ across rough terrain | South China Morning Post

    Korea

    In Korea AI is merging with folk religion.

    Marketing

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

    Lululemon Just Committed Brand Harakiri. – by Camille Moore

    Media

    The Devil Wears Prada 2: a comms strategy masterclass | Will Poskett

    Paid media budget planner – Empower Agency

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

    Online

    Reggie Fils-Aimé Says Amazon Asked Nintendo To Break The Law | Kotaku

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

    Security

    AI-Powered Cyberattacks | Robert Scoble and 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.

    “No Man Left Behind”: American Technology Ships with Our Values | A16z

    Tank maker KNDS pushes Berlin to decide on taking stake before IPO | FT

    AeroVironment Switchblade 400 drone joins US Army LASSO program to replace traditional anti-tank missiles

    Green Berets Deploy Ship-Killing Drone in Luzon Strait Maritime Strike Exercise | USNI News

    Semiconductors

    AGI CPU: Arm’s $100B AI Silicon Tightrope Walk – EE Times

    Arm projects $2bn in sales of its new AI chip from next year | FT

    Arm CEO promoted to head Softbank’s international operations | Electronics Weekly

    TSMC sells its Arm shares | Electronics Weekly

    CASCI Composite Shows AI Chip Strength as Mid-Stream Output Slows | Tim Culpan

    Commentary: Intel names TSMC as key partner; insider drives its comeback | DigiTimes

    Huawei targets US$12 billion in AI chip sales as China firms seek Nvidia alternatives | DigiTimes

    Software

    Have LLMs improved patient outcomes? – by Gary Marcus

    The Abstraction Fallacy: Why AI Can Simulate But Not Instantiate Consciousness — Google DeepMind

    Technology

    Apple Doubles MacBook Neo Production, Orders Fresh Batch of Chips | Culpium

    China to Invest in DeepSeek at $50 Billion Valuation – WSJ and Three reasons why DeepSeek’s new model matters | MIT Technology Review

    Iran war disrupts the circuit board supply chain, raises costs for tech firms | Reuters

    Quantum’s Industrial Moment | CNAS

    Interesting even put together by Sequioa Capital – AI Ascent 2026 event.

    Web-of-no-web

    Huawei targets US$12 billion in AI chip sales as China firms seek Nvidia alternatives | DigiTimes

    Wireless

    Starlink vs OneWeb | Electronics Weekly

  • 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.

  • 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.