Category: on the sofa | 影評 | 영화를보고 | 映画レビュー

What does on the sofa mean? So a sofa is a couch in American parlance, or may also be called a settee or chesterfield in other English speaking parts of the world. Its the big chair in the living room that people tend to view their TV set from.

By using on the sofa as a title I wanted to imply content that I had reviewed at home rather than having gone out to watch it at a cinema or attend an event.

I have tended to review material on DVD or Blu-Ray rather than streaming media, usually because I have acquired them with an intent, whereas streaming is more like content grazing, often little more than visual wallpaper for my living room.

This section has been made up of a hodge podge of films, documentaries and anime.

Films that I have seen at festivals or on trips to the cinema are more likely to be in the out and about section. So there isn’t a consistency there in that respect.

I have covered a wide range of content here including

Safe House – a surprisingly good Ryan Reynolds film that isn’t a comedy one
Bitter Lake – I am a huge Adam Curtis fan and his work is the exception that proves my rule about streaming platforms in this section mainly because I can’t get his documentaries on disk
The Raid 2 – which added a bit of storytelling to the mix of The Raid.
The Man from Mo’Wax – a documentary about the rise, fall and reinvention of James Lavelle.
No blood no tears – An excellent Korean heist drama

December 2025 issue 29
December 2025 introduction – (29) rise and shine edition

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

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

This time you can’t do much better capturing pure joy than Folamour at the Mixmag Lab in London. Now we have a sound track, let’s get into it.

New reader?

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

Things I’ve written.

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

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

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

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

Discussion themes that resonated:
- There isn’t a lack of enthusiasm for generative AI in the corporate world.
- Generative AI work often isn’t checked, to the detriment of it. It’s a powerful assist but you need to trust but verify.
- IP concerns are holding back adoption and impacting tool choice by enterprises. Legal / regulatory departments are important AI gatekeepers.
- Picking the right AI tool for the right job, too many organisations are trying to use one AI tool for everything.
Toyota officially unveiled their GR GT and it’s gorgeous looking. It is also a strikingly different direction to the likes of Mercedes Benz and the Volkswagen Group of companies with only useful technology allowed. its rather different to the usual automotive approach of a computer that happens to have four wheels.

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

Chart of the month.

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

There was a clear gender gap between app usage numbers which represented an interesting challenge for product managers. It would merit further investigation as to the why. I have a couple of hypotheses:
- Your product didn’t engage with women as much as men.
- Your product is a poor medium to build up a rapport.
- Some sort of difference in on-app behaviour usage that divides genders.
- Your product carries social baggage that means women are less likely to admit that they have used your service.
You can see how dating app brands have tried to address this through in real life events and women move first in-app mechanisms.

Things I have watched.

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

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

Prison on Fire 2 was Ringo Lam’s sequel to the first successful instalment of Prison on Fire. Chow Yun-fat returned to play his central role in the sequel, this time dealing with mainland prisoners, in addition to the usual triads and sadistic guards. In addition to the action, the film focuses much more on the relationship between Chow and his on-screen son. Given the various hot button issues in the film from a modern-day Hong Kong context:
- Triad – prison guard collusion
- Conflict between Hong Kong and mainland Chinese
- Blackening the name of the disciplined services* of the Hong Kong government (coastguard, police, corrections department, anti-corruption agency etc.)
You are unlikely to see the like of the Prison on Fire films again, they would be in contravention of NatSec aka Law of the People’s Republic of China on Safeguarding National Security in the Hong Kong Special Administrative Region.

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

Useful tools.

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

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

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

The sales pitch.

I have been working on a brand and creative strategy engagement at Google’s internal creative agency. I am now taking bookings for strategic engagements from the start of 2026 – keep me in mind; or get in touch for discussions on permanent roles. Contact me here.

More on what I have done here.

The End.

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

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

Get in touch if you have any recommendations, and if you find it of use, this is now appearing on Substack as well as LinkedIn.
December 22, 2025
September 2025 newsletter
September 2025 introduction – (26) pick-and-mix edition

Where has the year gone? I am just thankful that we got a little bit of sun, given how fast and hard the autumn wind and rain came in this year. I am now at issue 26, or as a bingo caller would put it ‘pick and mix’.

When I was a child ‘pick-and-mix’ sweets were a way of getting maximum variety for the lowest amount of pocket money that I earned from chores. Woolworths were famous at the time for their pick and mix section, alongside selling vinyl records and cassettes. Woolworths disappeared from the UK high street during the 2008 financial crisis.

For Mandarin Chinese speakers 26 is considered ‘lucky’ given that it sounds similar to ‘easy flow’ implying easy wealth.

This month’s soundtrack has been a banging digital compilation put together by Paradisco and Disco Isn’t Dead featuring The Reflex, PBR Streetgang, Prins Thomas, J Kriv, Sergio Mendes & Brasil 66.

Right, 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.

Things I’ve written.
- Decoding the complex and contradictory data around crime and its likely impact on consumer opinions.
- A post that took me too long to write about the favourite campaigns I had when on the jury of the PHNX awards.
- I missed sharing a post I wrote last month that built on the work of Rob Estreitinho on ideas for being a good strategist.
Books that I have read.
- I finished Moscow X by David McCloskey. (No plot spoilers). This is the second book my McCloskey after Damascus Station, which I read and enjoyed back in May last year. The book is like a more action-orientated American version of a LeCarré novel. The plot reminded me of LeCarré’s Single & Single and Our Kind of Traitor. McCloskey isn’t afraid to have strong female lead characters in his book.
- Y our Life is Manufactured by Tim Minshall. Minshall is a professor at Cambridge and heads up the engineering department’s manufacturing research centre. Because of his mastery of the subject area, he manages to provide an exceptionally accessible primer in terms of what manufacturing is, how it happens and what it means. More about it here.
Things I have been inspired by.

Election-winning opacity in influencer relations

I have been following Taylor Lorenz‘ work since she became the beat reporter for online culture and technology at the Business Insider. Her article for Wired magazine on how the Democratic Party in the US is working with paid influencers makes for an interesting read.

What would be the norm in the commercial world about influencer transparency where there is a paid relationship – isn’t happening in politics.

Ok, why does this matter? The reason why I think this matters is that people who do their time in the trenches of a presidential election campaign have a clear path into a number of American agencies.

‘I’ve have won a victory for X candidate and can do the same for your brand’ has been a popular refrain for decades in agencies.

I have been in the room when senior American agency people have tried to convince Chinese companies to buy their services based on their success in marketing a candidate in an election using western social media channels. There was no sense of irony when this was awkwardly delivered as a possible solution for domestic market campaigns to marketing teams in Guangzhou, Shenzhen and Shanghai.

Bad habits will be brought into agencies and sold on to clients.

Chart of the month.

Kim Malcolm shared a great report done by Zappi and VaynerMedia looking at The State of Creative Effectiveness 2025. Two charts piqued my interest. The change in distinctiveness of advertising by age cohort.

The overall emotion that an advert evokes by age cohort.

Causality of these effects aren’t clear. Empirically, I know that great adverts still put a smile on the faces of people of all ages and can change brand choice, even in the oldest consumers.

I had more questions than answers. VaynerMedia thought that the answer should be cohort-specific campaigns. I am less sure, since brands tend to better within culture as a common point of truth for everyone. Also, I don’t believe in leaping to a solution until I understand the underlying ‘problem’.

I could understand a decline in novelty as people gain decades of life experience and will have seen similar creative executions before.

Are the adverts lacking a foundation in strong cultural insights and cues that would resonate with these older audience cohorts?

What I did notice is a correlation with the age profile in advertising agency staff compared to the general public and the point at which the drop-off to occurs. But correlation doesn’t necessarily imply causation.

It’s concerning that advertising effectiveness declines in older audience cohorts as economic power skews older within the general population. This is likely to continue as millennials inherit wealth from their baby boomer relatives as they enter their 50s and 60s. Which makes the old marketer line about half of a consumers economic value is over by 35 seem hollow.

Things I have watched.

Ghost In The Shell Arise: Border 1 and Border 2. In the GITS storyline this is a prequel to the original film. It follows how the eventual team comes together. The technology looks less fantastical and more prophetic each time I watch it. The animation is still spectacular.

Ghost In The Shell Arise: Border 3 and Border 4. Following on from Border 1 and Border 2, this has Togusa and the Section 9 team following the same case from different ends – which eventually has Togusa joining Section 9 as its only unaugmented team member.

I bought up as many of the films I could in Johnnie To’s filmography after he criticised Hong Kong’s national security regulation in an interview, which was likely to be the kiss of death to his film career. I finally got around to watching one of his best known films PTU and the series of Tactical Unit films that came from the same universe.

PTU: One of the paradoxes of Hong Kong is the prevalence of triad and corruption dramas, compared to the real life which whilst not crime and corruption free is much more staid. Hong Kong is as different from its cinematic counterpart, as the UK is to Richard Curtis’ films. PTU like Akira Kurosawa’s Stray Dog is based around the search for a missing police pistol. PTU (police tactical unit) officers look to help out a detective from the OCTB (organised crime and triad bureau). While the film occurs over one night, it was actually shot over three years and is one of Johnnie To’s best known films. Shooting only at night, To provided the audience with a familiar, yet different, cinematic experience. The washed out colours of day time Hong Kong is replaced by vibrant signage and the sharp shadows defined by the street lighting. Officers walking with a street lamp lit Tom Lee music instrument store behind them, look like its from a John Ford scene in composition. Some of his tracking shots, due to the framing of photography and the distortions of the night give an almost Inception like feeling to the geography of Hong Kong streets, warping the horizon between buildings the night sky. PTU was successful internationally and then spawned, five further films from the same universe made in 2008 and 2009.

Tactical Unit: The Code was a one of a series of Tactical Unit sequels to Johnnie To’s PTU. In The Code several plot lines come together. The investigation of CCTV footage of officers beating up a triad , a police officer heavily in debt due to negative equity on his mortgage and a drug deal gone wrong. All this plays out in the Kowloon area of Hong Kong. When this film was made back in 2008, it would have been considered well done, but largely unremarkable. Nowadays it couldn’t be made as it would in breach of the National Security Law. The irony is that this film is available on the iQiyi streaming service from mainland China.

Tactical Unit: Human Nature loses some of the cinematic feel of PTU. It’s not as masterful a film , BUT, the convoluted threads of the plot and the great cast who are now completely comfortable in their characters make it work well.

Tactical Unit: No Way Out. No Way Out starts with an impressive screne shot in Temple Street market. The film explores the Temple Street area of Kowloon and organised crime links to everything from cigarette smuggling to drugs.

Tactical Unit: Comrade in Arms is the penultimate in the series from the PTU universe of films. You still have the main cast of Hong Kong veterans Lam Suet, Simon Yam and Maggie Shiu. Plain clothes officer Lo Sa has been demoted to wearing a uniform and both Mike Ho and Sergeant Kat’s squads are still patrolling the Kowloon side of Victoria harbour. This sees the stars leave their usual urban beat and go into the hills of the New Territories after bank robbers. Much of it occurs in daylight, which sets it apart from the night time beat of PTU. Nowadays it couldn’t be made as it would in breach of the National Security Law. The irony is that this film is available on the iQiyi streaming service from mainland China.

Tactical Unit: Partners. Partners is unusual in that it revolves around the challenges of the ethnic minorities that make up Hong Kong from romance fraud ensnaring filipina workers to discrimination against Indians and Nepalis. While some of the show happens during late on in the day, it still captures much of the night time feeling of the universe

2001 Nights is a 3D anime. While I admire the ambition and the technical expertise that went into the models, the characters as CGI fall down and distract from the storytelling. Also it felt weirdly like Space 1999 – and not in a good way.

Her Vengeance is a Hong Kong category III revenge movie filmed in 1988 that 88 Films recently release on Blu Ray. It borrows from another Hong Kong film in the early 1970s and I Spit On Your Grave. Despite being an low budget exploitation film it features a number of notable Hong Kong actors, probably because it was a Golden Harvest Production.

I found the film interesting because its opening was shot at Stanley Ho’s iconic Casino Lisboa in Macau. This was unusual because Hong Kong had lots of nightclubs that would have been fine for the protagonists management role without the hassle of the additional travel and government permissions. So we get a rare late 1980s snapshot of the then Portuguese colony.

When The Last Sword Is Drawn is a classic chambara (samurai sword-play) movie. It tells the complex story of a samurai, who unable to support his family on his meagre income as a school teacher and fencing master, turns his back on his clan and leaves to find work in Kyoto. Once in Kyoto he becomes embroiled in the battle between the declining Takagawa Shogunate and the Imperial Royal Family during the 19th century. Whilst the film does contain a lot of violence, it is used as a backdrop to the humanity of the main character and battles he faces between providing for his family and doing the honourable thing.

The plot is told through the recollections of others and finishes with the samurai’s youngest daughter getting ready to leave Japan with her husband and set up a doctor’s surgery in Manchuria (China).

Useful tools.

Playing Blu-Ray discs on a Mac

I have a Blu Ray player in my home theatre that enjoy using in lieu of subscribing to Netflix, which allows to me to explore more art house content than I can stream. Macgo Mac Blu Ray Player Pro gives your Mac the software capability that Steve Jobs wouldn’t.

One final thing, if you prefer to use Substack, you can now subscribe to this newsletter there.

The sales pitch.

I am currently working on a brand and creative strategy engagement at Google’s internal creative agency. I am now taking bookings for strategic engagements from the start of 2026 – keep me in mind; or get in touch for discussions on permanent roles. Contact me here.

More on what I have done here.

The End.

Ok this is the end of my September 2025 newsletter, I hope to see you all back here again in a month. Be excellent to each other and get planning for Hallowe’en.

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

Get in touch
September 26, 2025
August 2025 newsletter
August 2025 introduction – duck and dive (25) edition

This is the 25th edition of Strategic Outcomes. The first edition was quickly bashed out in a hotel room. And people signed up, and kept coming back. As I write this August 2025 has been a weird month with the weather throwing all the seasons at once at us from storms to heatwaves.

The bingo call for 25 – ‘duck and dive’ would have been equally appropriate descriptor for 2025 to date – with massive changes across current affairs, the economy and culture. It seemed to make more sense than calling this a ‘silver edition’.

25 evokes memories a of childhood Irish card game played with my Uncle and Granny on the formica top of the farmhouse kitchen table. Something I frequently did during August nights after a day’s work cleaning up after animals, feeding livestock and other tasks.

For this month’s musical accompaniment I can recommend St Etienne Take Me To The Pilot produced by Orbital’s Paul Hartnoll, which hits different to previous St Etienne records.

New reader?

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

Things I’ve written.
- From the changing nature of motorsport fandom to do clients actually care about WPP’s organisational changes and new CEO?
- Hacks for moving city, from my time uprooting my life from London to Hong Kong and back again. These were and edited version of notes from an email I wrote years ago for a acquaintance who was moving to Shenzhen, soon after I had made the jump to Hong Kong. He is no longer with us, you may get some value out of them.
Books that I have read.
- I am currently reading David McCloskey’s Moscow X. The slow reading pace is more down to me rather than the accessibility of the book which is up to McCloskey’s usual high standards.
Things I have been inspired by.

Escalating trade tensions

GLG shared a discussion on escalating global trade tensions. I had a number of takeaways from it.

US trade war with China has devolved into a dangerous stalemate where neither side can back down without losing face.

The core conflict stems from China’s state-led industrial policy clashing with the rules-based system. The Trump administration’s rhetoric triggered China’s historical “century of humiliation,” making compromise politically difficult.

Key takeaways from the discussion:
1. China’s top demands aren’t about tariffs.
- Respect is paramount: China’s first demand for restarting talks is that the Trump administration speaks to them with respect and stops insults.
- Sovereignty is key: China insists on discussing Taiwan, which it views as its “most important and most sensitive issue”.
1. The U.S. is overstretched.
- Not enough negotiators: The Office of the U.S. Trade Representative has only about 250 total employees.
- Outsourcing is unworkable: Using pro bono law firms to assist raises problems with security clearances and conflicts of interest.
1. The non-China strategy is different.
- A softer tone: The administration’s approach to allies like Japan, South Korea, and Vietnam is more ‘measured’.
- Quick deals: preliminary agreements with these nations that focus on tariff reductions, while punting more complex issues negotiations down the road.
1. Sector-specific US risks loom large.
- Technology: export controls on advanced chips and dumping of Chinese-made legacy chips used in cars and white goods.
- Autos: Highly integrated supply chains that cross borders, are very vulnerable to tariffs.
- Pharmaceuticals: Tariffs on generic drugs could become unprofitable and cause them to disappear from the U.S. market.
The state of AI in business

The Gen AI divide: state of AI in business 2025 | MIT was published and created an AI stock sell-off based on its top-line factoid: 95% of companies get zero RoI from GenAI.

But there was more interesting takeaways in the report that paint a more nuanced picture:

The “Learning Gap” is the real barrier.
- The primary reason AI pilots stall is that most systems don’t retain feedback, adapt to context, or improve over time.
- While 70% of employees prefer AI for simple tasks like emails and summaries, 90% choose a human colleague for complex projects because of the learning gap.
Buy, don’t build.
- Internally developed tools fail twice as often as COTS ones.
- The data shows a clear winning strategy: pilots built through strategic partnerships with external vendors are twice as likely to reach full deployment as those built internally (a 66% success rate versus 33%).
Companies are making misplaced bets.
- An estimated 70% of AI investment is directed at high-visibility sales and marketing functions.
- The highest and clearest ROI in underfunded “back-office” areas. Some firms are saving $2-10 million annually in customer service and document processing.
These three points are good news for consultants, productivity suite vendors and enterprise software companies that really understand their clients workflow pain-points.

Chart of the month.

Actually two charts. The first one is a decline in conscientiousness. Depending who you believe this could be down to our always-on lives thanks to social media and smartphones, OR, a victim of the broken social contract that young adults (aka generation z) feel has happened.

A corresponding decline in US consumers reading for pleasure tends to imply a smartphone-related effect rather than broken social contract as cause. Also broken social contracts are depressingly common generation-by-generation.

Things I have watched.

The Iron Prefect was a film that I watched purely on the basis of a talk Alex Cox gave as part of the special features on the Blu Ray. The film is an account of a Fascist-era official sent to combat the Sicilian mafia who ends up finding how endemic and self-defeating his mission is. It is based on the story of Cesare Mori and some of his most famous acts such as the siege of Gangi. Cox talked about its similarity to The Mattei Affair – which I can see to a certain extent, in terms of the themes explored. The film features Claudia Cardinale and Giuliano Gemma – two greats of Italian cinema. But the real star is the scenery.

Hong Kong Hong Kong is a tragic romantic triangle about mainland migrants with a social realism bent. It was shot in 1983, but didn’t have the escapism of more popular films in the Hong Kong box office at the time.

The film is similar in feel to the likes of the kitchen sink dramas of 1960s kitchen sink dramas like This Sporting Life, and John Huston’s boxing drama Fat City. It shows a different side to Hong Kong cinema than western audiences were used to. It came out the same time as Zu Warriors from the Magic Mountain and Jackie Chan’s Project A. Hong Kong Hong Kong benefited from the free flow of rostered actors attached to TVB – the dominant broadcaster being able to work for Shaw Brothers film productions. Protagonist Alex Man, like other stars of his era including Chow Yun-fat and Simon Yam Tat-wah came through TVB’s acting school that nurtured talent from all walks of life from first-jobbers, to former models and policemen.

Man brought experience from television and stage roles to his film performances which makes Hong Kong Hong Kong more powerful.

Finally 1980s the city of Hong Kong itself plays a fantastic role to the drama. From the opening tracking shot taken somewhere above Kennedy Town to the composite buildings and Shangri-La Hotel in Tsim Sha Tsui – to migrant slums that were being dismantled as public housing improved. Hong Kong has continually changed from an architectural point of view, though the pace has slowed recently. Some of the shots pulled at me deep inside as only a home you deeply cared about can.

An Amorous Woman of Tang Dynasty featured Alex Man as a classic wuxi swordsman. The star is Pat Ha Man-jing who would have been 18 or 19 at the time. The film feels more ‘Japanese’ chambara romance than your usual Hong Kong film. Ha’s cleavage is on display – which is unusual as the Hong Kong film industry is more socially conservative. Violence is ok, but risqué films like Sex and Zen with a category III rating often had Japanese actresses in them like Mari Ayukawa and Rena Murakami. The Japanese actresses appeared because of the stigma in Hong Kong society affected actresses careers more than their male counterparts AND the ongoing popularity of Japanese adult films in Hong Kong.

An Amorous Woman of Tang Dynasty shows the two sides of Shaw Brothers productions: great actors and inventive cinematography on one side, together with cheap skating on set design like giant marine plywood panels.

Shaw Brothers had been wounded by the founding of Golden Harvest, he power of the studio system was waning, the Hong Kong new wave movement was taking off and soon ‘mainland collaborations’ would dismantle much of the ecosystem that made Hong Kong cinema great.

I really wanted to like Butterfly on Amazon Prime Video. It had a great cast including Daniel Dae Kim, Piper Perabo and Charles Parnell. It was shot on location in South Korea. It had an interesting take on the privatisation of intelligence operations. But it felt empty and definitely less than the sum of its parts, which is a shame given how well Amazon did on its Tom Clancy adaptions. Butterfly was let down by poor storytelling.

Useful tools.

Yet another LLM. Anara was something I have trialled a little and found useful due to its heavier weighting towards citing research papers compared to the other main LLMs out there. Useful for account planners as another tool in our arsenal to be used in parallel with the more mainstream tools out there, rather than as a substitute.

The sales pitch.

I am currently working on a brand and creative strategy engagement at Google’s internal creative agency. I am now taking bookings for strategic engagements from the start of 2026 – keep me in mind; or get in touch for discussions on permanent roles. Contact me here.

More on what I have done here.

The End.

Ok this is the end of my August 2025 newsletter, I hope to see you all back here again in a month. Be excellent to each other and onward for an indian summer, despite some of August already feeling autumnal.

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

Get in touch if you have any tips or thoughts.
August 28, 2025
May 2025 newsletter
May 2025 introduction – two little ducks (22) edition

Welcome to my May 2025 newsletter, this newsletter marks my 22nd issue. 22 is known in bingo halls and the Spanish national lottery as two little ducks.

In France, 22 is the equivalent of 5-0 in the English speaking world as slang for the police. 22 is an important number for people who believe in numerology. In Hong Kong, 22 is associated with good fortune. This is down to the number sounding similar to ‘easy’ or ‘bright’ in Cantonese.

I hope that you are tricked into thinking I am bright based this newsletter, so let’s jump in. Inspired by catching up with my old DJing partner Griff, this month I enjoyed the unashamedly joyous pumped-up sounds of Blackpool’s AZYR at the Boiler Room x TeleTech Festival in 2023. In particular the transition at the end of the set between Frankyeffe – Save me and Infectious! – I need your lovin’. (Extra trainspotter points if you knew that Infectious! is a homage / remake of N.R.G’s The Real Hardcore from a year earlier). Wear your headphones, it might be divisive playing the set out loud in the office. More bangers from AZYR here.

New reader?

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

Things I’ve written.
- Predicting market share through share of search volume and what the rise of AI likely means.
- Reaching a precipice in hydrogen power and trends in Chinese skincare amongst other things.
Books that I have read.
- Careless People by Sarah Wynn Williams. Williams account of her time in Facebook had become the most discussed book of the spring in my social circle. I wrote a long review of it here.
- The Road to Conscious Machines by Michael Wooldridge examines the profound cultural impact of generative AI, which is currently experiencing a surge in both its cultural influence and practical applications. Drawing parallels to the internet’s transformative impact in the mid-to-late 1990s, where it permeated various aspects of society and fostered rapid adoption, Wooldridge traces the evolution of generative AI as a phenomenon that emerged gradually over the past half-century. Throughout the book, Wooldridge provides a comprehensive historical overview of AI, including the periods of research stagnation known as AI winters. This historical perspective equips readers with a nuanced understanding of the strengths and weaknesses of AI, enabling them to approach AI adoption with a well-informed perspective.
- As I finish this newsletter during the bank holiday weekend, my light reading is Rogue Asset by Andy McDermott. McDermott comes from a long line of British authors like Jack Higgins, Len Deighton, Frederick Forsyth and Mick Herron who provide novels aimed at a shrinking pool of readers – men. At least, if one is to believe what’s said in the media. Rogue Asset hinges on the premise that the UK has a unit which assassinates the countries enemies on a regular basis. Think somewhere between The Troubles era Det and the modern deep state trope. Our hero is snared into the plot by being discovered on the run thanks to his online behaviour – which is attributed to GCHQ; (but isn’t as mysterious as it sounds because of the programmatic advertising technology stack). So far so good for what it is. I will let know if it goes downhill as a read next month.
Things I have been inspired by.

Mmrytok

Limitations are often the mother of invention. That seems to be the theory behind mmrytok. Mmrytok allows you to do one post a day. It doesn’t support HTML formatting, it doesn’t allow you to link out and doesn’t have a newsfeed. So it’s easy-to-use because it’s less sophisticated than Geocities was. In this respect it is to social media and blogs what Punkt is to smartphones. In an always-on social time, I have found it liberating to use. You can see my page here. I heard of Mmrytok thanks to Matt Muir’s great newsletter Web Curios.

No, AI isn’t making you dumber

Australian documentary maker ColdFusion put together an interesting video essay on How AI is making you dumber.

Yes, you could argue that under certain attributes the population isn’t as smart as they have been in the past. Just last month I shared an article by John Burn-Murdoch. In the article he shared data of a longitudinal trend across countries and age-groups struggling with concentration, declining verbal and numerical reasoning. The problem with Burn-Murdoch’s article vis-a-vis the ColdFusion video is the timeline.

His article charts a decline further back than the rise of generative AI services. Mia Levitin in an essay for the FT attributed the decline in reading to the quick dopamine hits of social media content.

A college professor interviewed by The Atlantic put the decline in reading amongst his undergraduate students put it down to a practice in secondary education of atomising content. Pupils in high schools were assigned excerpts, poetry and news articles to read, but not complete books. This has impacted the size of vocabulary and grasp of language that students starting university now have.

This isn’t new territory, James Gleick in his book Faster documented the massive acceleration of information through the late 20th century and its effects on the general public. The underlying accelerant was described by Kevin Kelly in What Technology Wants as the technium – a continuous forward progress due to a massively interconnected system of technology.

There were concerns in research as far back as the late 1980s that television could be adversely affecting children’s reading comprehension and attention spans.

TL;DR – with generative AI you could become dumber, if you use it unwisely – but the problem lies with all of us and what we chose to do with our personal agency.

CIA advertise for Chinese spies

The CIA commissioned a couple of high production value adverts that they’ve been running on social media channels. The adverts are designed to encourage Chinese government employees to come forward as an agent. The sales pitch is about taking control.

A translation of the Chinese tagline: ‘The reason for choosing cooperation: to become the master of (one’s own) destiny‘. More details from the FT about the campaign here, and here’s the two executions currently running on YouTube.

It remains to be seen if the campaign will be effective. The Chinese Ministry of State Security managed to roll-up the CIA’s spy network back in 2010-2012. Up to 30 informants in China were executed.

Montirex

Merseyside sports-inspired lifestyle brand Montirex have published a film telling the brand story from its origins to the present day. The brand is expanding beyond its Merseyside roots to get national and international sales.

Trust, attitudes and use of artificial intelligence

A 2025 global study covering some 48 countries was conducted by KPMG in association with the University of Melbourne. Some key insights from the report. Consumer generative AI is being used instead of enterprise options by workers. Generative AI adopters still have self-perceived low AI skills but that doesn’t slow their adoption. There is higher adoption and trust rates in emerging markets than in developed markets.

Year-on-year we are seeing an increase in both distrust and trust for specific AI use cases, indicating that it is becoming a polarising subject. The lowest trust levels is in tech-savvy Finland. More here.

Chart of the month.

McDonald’s Restaurants saw a decline in sales. This was down to low income consumers spending less, while middle class earners still weren’t going into McDonalds. Normally when there is a recession, McDonalds should benefit from the more well-off trading down to McDonalds. Instead, fortunes have diverged into a ‘k-shaped’ recession. Lower income earners are hit, while middle classes aren’t. What Axios called the ‘McRecession‘.

Things I have watched.

Tony Arzenta (also known as Big Guns). The film is an early 1970s gallo film. French star Alain Delon appears in this classic retribution story based in Milan. As Tony Arzenta, Delon exacts revenge on the former bosses who killed his family by accident in a botched assassination attempt to prevent him from retiring.The film uses a wintry Milan as a good atmospheric backdrop for the action that plays out in a series of shoot-outs and car chases. It’s John Wick before it was even conceived. Delon brings a tension that other stars of the era like Charles Bronson failed to do in similar roles. As Arzenta’s targets flee across Europe, he goes through Germany and Denmark to catch up with them.

Sansho the Bailiff – as a film Sansho the Bailiff comes encumbered with a weight of praise. It is highly rated by film critics and Martin Scorsese had it as one of his must-watch films for young film makers. Director Kenji Mizoguchi assembled an ensemble cast of Japanese actors to tell a story of family hardship and poverty. Kazuo Miyagawa is key to the the production, providing a signature look to the cinematography. There is a tension between the emotional rollercoaster of the story and the reflective nature of the scenes portrayed – I don’t want to say too more, except that even the character actors like Kikue Môri (who plays a pivotal role in the plot as a priestess) are amazing in the film.

Warfare – I was a bit leery of watching Alex Garland’s Warfare after watching Civil War which was strong on aesthetics and emotion, but weak in terms of the creative conceits involved in making the story work. Warfare is the collective accounts of a US military unit during a two-hour fire fight. The story is told from multiple perspectives in real-time. The film captures the stress and boredom of inaction as well as what you would normally expect from this kind of film.

Useful tools.

Reddit Answers

Reddit Answers – alternative to Gigabrain that I recommended back in March. Like Gigabrain, Reddit Answers looks like the kind of knowledge search product that we failed to build at Yahoo! twenty years ago (or NORA as Microsoft has been calling the concept for the past few years). Reddit Answers is powered by Google Vertex AI.

Process online data like its peak web 2.0 all over again

While WordPress installations come with RSS enabled as standard and is something that can then be disabled, many types of sites aren’t RSS enabled. And where they are the web devs will often disable it just because. RSS app will create an RSS feed for websites that don’t have it. This allows you to pull it into data processing using something like Pipes. RSS app starts at $9.99 per month and goes up to $99.99 a month. Pipes starts at free and goes up to $79 per month.

The sales pitch.

I am currently working on a brand and creative strategy engagement at Google’s internal creative agency.

I am now taking bookings for strategic engagements in Q4 (October) – keep me in mind; or discussions on permanent roles. Contact me here.

More on what I have done here.

The End.

Ok this is the end of my May 2025 newsletter, I hope to see you all back here again in a month. Be excellent to each other and onward into spring, and I hope you enjoyed the last bank holiday until August.

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

Get in touch if there is anything that you’d like to recommend for the newsletter.
May 26, 2025
April 2025 newsletter
April 2025 introduction – key to the door (21)

Welcome to my April 2025 newsletter, this newsletter marks my 21st issue.

21 marks a transition to full adulthood in various countries, hence ‘keys to the door’ in bingo slang. In Chinese numbers, symbolism is often down to phrases that numbers sound like. 21 sounds like “easily definitely fine” – indicating an auspicious association with the number.

For some reason this month I have had Bill McClintock’s Motor City Woman on repeat. It’s a mash-up of The Spinners – I’ll be Around, Queensrÿche – Jet City Woman and Steely Dan – Do it Again. It’s a bit of an ear worm – you’re welcome.

New reader?

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

Things I’ve written.
- Cleaned up copy of an interview I did as a juror for the PHNX Awards. More here.
- From the challenges faced by Apple Intelligence to drone deliveries and designing in lightness.
- I thought about how computing tends towards efficiency along the story arc of its history and its likely impact on our use of AI models.
Books that I have read.
- The Leftover Woman by Jean Kwok. The book is a complex thriller. The story is straight forward, but the books covers complex, fraught issues with aplomb from misogyny, the male gaze to the white saviour complex.
- The Tiger That Isn’t by Michael Blastland and Andrew Dilnot focused on the use of numbers in the media. But it’s also invaluable for strategists reading and interrogating pre-existing research. As a book is very easy-going and readable. I read it travelling back-and-forth to see the parents.
- A Spy Alone was written by former MI6 officer Charles Beaumont. I was reminded of the dreary early 1970s of George Smiley’s Britain in Tinker, Tailor, Soldier, Spy by the tone of the book. However A Spy Alone is alarmingly contemporary, with oblique references to UK infrastructure investments in the UK attached to a hostile foreign power, private sector intelligence, open source intelligence a la Bellingcat, nihilistic entrepreneurs and a thoroughly corrupted body politic. Beaumont’s story features a post cold-war spy ring in Oxford University echoing the cold war Cambridge spy ring. Beaumont touches on real contemporary issues through the classic thriller, in the same way that Mick Herron uses satire.
Things I have been inspired by.

Big brand advertising isn’t as digital as we think.

Trends in TV 2025 by Thinkbox threw up some interesting data points and hypotheses.
- Advertising is eating retail property. A good deal of search and social advertising gains is not from traditional advertising, but traditional retailing, in place of a real-world shop front. This is primarily carried out by small and medium-sized enterprises. I imagine a lot of this is Chinese direct-to-consumer businesses. 80% of Meta’s revenue is not from the six largest advertising holding companies.
- Viewership across video platforms both online and offline have stabilised in the UK. (Separately I heard that ITV were getting the same viewership per programme, but it’s been attenuated with the rise of time-shifted content via the online viewership.
World views

WARC highlighted research done by Craft Human Intelligence for Channel 4 where they outlined six world views for young adults. While it was couched in terms of ‘gen-z’, I would love to see an ongoing inter-cohort longitudinal study to see how these world views change over time in young people. This would also provide an understanding of it it reflects wider population world views. BBH Labs past work looking at Group Cohesion Score of gen-Z – implies that this is unlikely to be just a generational change but might have a more longitudinal effect across generations to varying extents.

Anyway back to he six world views outlined:
- ‘Girl power’ feminists. 99% identified as female. About 21% of their cohort. “While they’re overwhelmingly progressive, their focus tends to be on personal goals rather than macro-level politics. They underindex heavily on engagement with UK politics and society.”
- ‘Fight for your rights’. 12% of cohort, 60% female, educated and engaged with current affairs. “Although they consider themselves broadly happy, they believe the UK is deeply unfair – but believe that progress is both necessary and achievable.”
- ‘Dice are loaded’ are 15% of their cohort. 68% female. “Feeling left behind, they perceive themselves to lack control over their future, and are worried about finances, employment, housing, mental health, or physical appearance.”
- ‘Zero-sum’ thinkers comprise 18% of their cohort. Over-index at higher end of social-economic scale, gender balanced. “…they lean toward authoritarian and radical views on both sides of the political spectrum.”
- ‘Boys can’t be boys’ are 14% of the cohort and 82% male. Supporters of traditional masculinity.
- ‘Blank slates’. 20% of their cohort, all of them male. “They aren’t unintelligent or unambitious, but they pay little attention to matters beyond their own, immediate world. While some follow the news, their main focus is on just getting on with life”.
More here and here.

FMCG performance

At the beginning of March, Unilever abruptly replaced its CEO. Hein Schumacher was out, and in the space of a week CFO Fernando Fernandez became CEO. That showed a deep internal dissatisfaction with Unilever’s performance that surprised shareholders AND the business media. Over the past decade Unilever has leaned hard into premium products and influencer marketing.

“There are 19,000 zip codes in India. There are 5,764 municipalities in Brazil. I want one influencer in each of them,” Fernandez said. “That’s a significant change. It requires a machine of content creation, very different to the one we had in the past . . . ”

Fernandez wants to lean even harder into influencer marketing. But I thought that there was a delta on this approach given his goal to have higher margin premium brands that are highly desirable.

“Desirability at scale and marketing activity systems at scale will be the fundamental principles of our marketing strategy”

Meanwhile Michael Farmer’s newsletter had some datapoints that were very apropos to the Unilever situation.

“…for the fifty years from 1960 to 2010, the combined FMCG sales of P&G, Unilever, Nestle and Colgate-Palmolive grew at about an 8% compounded annual growth rate per year. The numbers associated with this long-term growth rate are staggering. P&G alone grew from about $1 billion (1960) to $79 billion in 2010. Throughout this period, P&G was the industry’s advocate for the power of advertising, becoming the largest advertiser in the US, with a focus on traditional advertising — digital / social advertising had hardly begun until 2010. Since 2010, with the advent of digital / social advertising, and massive increases in digital / social spend, P&G, Unilever, Nestle and Colgate-Palmolive have grown, collectively, at less than 1% per year, about half the growth rate of the US economy (2.1% per year). They are not the only major advertisers who have grown below GDP rates. At least 20 of the 50 largest advertisers in the US have grown below 2% per year for the past 15 years. Digital and social advertising, of course, have come to dominate the advertising scene since 2010, and it represents, today, about 2/3rds of all advertising spend.”

Mr Fernandez has quite the Gordian knot to try and solve, one-way or another.

Automated communications and AI influencers

Thanks to Stephen Waddington‘s newsletter highlighted a meta-analysis of research papers on the role of automation and generative AI in communications. What’s interesting is the amount of questions that the paper flags, which are key to consideration of these technologies in marketing and advertising. More here.

LinkedIn performance

Social Insider has pulled together some benchmarking data on LinkedIn content performance. It helps guide what good looks like and the content types to optimise for on LinkedIn. Register and download here.

Chart of the month.

The FT had some really interesting data points that hinted at a possible longitudinal crisis in various aspects of reasoning and problem solving. There has been few ongoing studies in this area, and it deserves more scrutiny.

In his article Have humans past peak brain power, FT data journalist John Burn-Murdoch makes the case about traits which would support intelligence and innovation from reading, to mathematical reasoning and problem solving have been on a downward trends. The timing of this decline seems to correlate with the rise of the social web.

If true, over time this may work its way into marketing effectiveness. My best guess would be that rational messages are likely to be less effective in comparison to simple emotional messages with a single-minded intent over time. This should show up in both short term and long term performance. A more cynical view might be that the opportunity for bundling and other pricing complexities could facilitate greater profit margins over time.

Things I have watched.

Akira Kurosawa’s Stray Dog is a film that I can watch several times over despite the film being over 75 years old now. Detective Murakami’s trek through the neighbourhoods of occupation-era Tokyo and all the actors performances are stunning. The storytelling is amazing and there are set pieces in here that are high points in cinema history. I don’t want to say too much more and spoil it for you, if you haven’t already seen it.

Ghost in the Shell: Standalone Complex – Solid State Society – this is a follow on to the original GiTS manga and anime films touches directly on the challenges faced looking after Japan’s aging society. Central to the story is the apparent kidnapping over time of 20,000 children who can’t remember who their parents are. The plot is up to the usual high standard with government intrigue, technical and societal challenges.

The Wire series one – I stopped and started watching The Wire. Films better suited my focus at the time. I finally started into series one this month. The ensemble cast are brilliant. The show is now 22 years old, yet it has aged surprisingly well. While technology works miracles, the slow methodical approach to building a case is always the same.

How Much Does Your Building Weigh, Mr Foster – is a fantastic documentary covering the career of architect Sir Norman Foster. I remember watching it at the ICA when it originally came out and enjoyed watching it again on DVD. Foster brings a similar approach to architecture that Colin Chapman brought to his Lotus cars. When we are now thinking about efficiency and sustainability, their viewpoints feel very forward-thinking in nature.

Useful tools.

Fixing the iOS Mail app

You know something is up when media outlets are writing to you with instructions on how they can remain visible in your inbox. The problem is due to Apple’s revamp of the iPhone’s Mail.app as part of its update to iOS 18.2.

So how do you do this?

Open Mail.app and you can see the categorised folders at the top of your screen, under the search bar.

Find each tab where an a given email has been put. Open the latest edition. Tap the upper right hand corner. Select ‘Categorise Sender’. Choose ‘Primary’ to make sure future emails from this sender are in your main inbox view.

That’s going to get old pretty soon. My alternative is to toggle between views as it makes sense. Apple’s inbox groupings are handy when you want to quickly find items you can delete quickly. Otherwise the single view makes sense.

Inspiration for strategists

Questions are probably the most important tool for strategists. 100 questions offers inspiration so you can focus on the right ones to ask for a given time.

The sales pitch.

I have been worked on the interrogation process and building responses to a couple of client new business briefs for friends (Red Robin Ventures and Craft Associates) and am now working a new brand and creative strategy engagement as part of an internal creative agency at Google.

If you’re thinking about strategy needs in Q4 (October onwards) – keep me in mind; or discussions on permanent roles. Contact me on YunoJuno and LinkedIn; get my email from Spamty to drop me a line.

More on what I have done here.

The End.

Ok this is the end of my April 2025 newsletter, I hope to see you all back here again in a month. Be excellent to each other and onward into spring, and enjoy the May bank holidays.

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

Get in touch if there is anything that you’d like to recommend for the newsletter.
April 25, 2025