Category: software | 軟件 | 소프트웨어 | ソフトウェア

Soon after I started writing this blog, web services came up as a serious challenger to software. The thing that swung the tide in software’s favour was the rise of the mobile app ecosystems.

Originally mobile apps solved a gnarly problem for smartphone companies. Web services took time to download and were awkward compared to native software.

Now we tend to have a hybrid model where the web holds authentication functionality and the underlying database for many applications to work. If you pick up a Nokia N900 today, while you can appreciate its beautiful design, the device is little more than a glowing brick. Such is the current symbiosis between between software apps and the web services that support them.

That symbiosis is very important, while on the one hand it makes my Yahoo! Finance and Accuweather apps very useful, it also presents security risks. Some of the trouble that dating app Grindr had with regards security was down to the programmers building on third party APIs and not understanding every part of the functionality.

This means that sometimes things that I have categorised as online services might fall into software and vice versa. In that respect what I put in this category takes on a largely arbitrary view of what is software.

The second thing about software is the individual choices as a decision making user, say a lot about us. I love to use Newsblur as an RSS reader as it fits my personal workflow. I know a lot of other people who prefer other readers that do largely the same job in a different way.

  • September 2026 – the Christmas Cake edition

    September 2026 introduction – (38) 

    Welcome to the 38th edition of my newsletter or as a bingo caller would say ‘Christmas Cake’.

    DSC_8528

    A less pleasant use of the term Christmas Cake was used in Japan during the boom times up to the 1990s..Mirroring China’s current use of ‘leftover women‘, Christmas Cake was used as a derogatory way of referring to a woman 25+ by comparing them to the cake which would lose its market attractiveness beyond (December) 25th.

    Portrait of Young Japanese Woman, Vintage Japan

    Changing social norms has meant that this is largely a historical footnote in Japan.

    38 in Chinese is largely considered positive as a number, based on its component numbers of 3 and 8. There are also 38 slots on an American roulette wheel, giving the house a 5.26% advantage. The wheels used in Macau and across European casinos have only 37 slots in them giving the house a 2.7% edge.

    The cooler wetter weather was a welcome retreat from the heat waves we’ve been having. But summer still feels as if it lingered longer than it should. I spent the first two weeks still in shorts.

    The soundtrack this month is a set by DJ / producer The Reflex at Defected Malta Glitterbox ’25. It’s as fabulous as it sounds, even when accompanied by a pumpkin spice latte if that’s your jam.

    if you are baker read through to the end for some pro-tips from my Mam.

    New reader?

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

    SO

    Things that I’ve written

    Strain wave gearing and more stuff. A round-up of interesting things from around the web. Strain wave gears are the main limitation and inciting technology for humanoid robots due to their unique properties.

    Apple’s MacBook Pro at 20. I can’t believe that I have been using MacBook Pro’s for the best part of 20 years, so went back in time to reflect on how it changed laptop usage. Going back tells us a lot about the future of computing too.

    ICYMI – Top five shares on LinkedIn

    1. Gucci’s ‘Drip’ sneaker and the death of regional savoir-faire attached to nation brands as a pillar in luxury’s heritage sell.
    2. Why the hot takes on Kylian Mbappé’s move from Nike to On as his boot sponsor were wrong and what it really means at the moment.
    3. WARC’s Multiplier Playbook and their attempt to bridge the brand building / brand activating divide for sustained growth and pricing margins.
    4. How Boots the Chemist have been bringing together media and creative in a more integrated way to deliver better-performing performance creative.
    5. Novo Nordisk as an example of what happens when your brand narrative falls out of your control.

    Books that I have read

    Horse Under Water by Len Deighton – I first read Horse Under Water at 11 or 12. My Dad had a lot of these pulp novels that he used to devour at work. Reading it all these years later highlighted the differences that have occurred since Deighton originally wrote the book in there early 1960s. But it was a quick enjoyable read of adventure and treachery, not that different to John Buchan‘s The Thirty-Nine Steps or The Riddle of the Sands: A Record of Secret Service by Erskine Childers.

    Susan Choi’s Flashlight fits uncomfortably between genres. It ties together the complex identity of Koreans in Japan, the North Korean kidnappings of Japanese residents, past secrets and the American expat experience at home and abroad. As the book unveils the story in a non-linear manner it explores loneliness, the failings of human memory and the nature of identity and belonging. It weighs on you.

    Things I have been inspired by.

    Snickers insight of ‘You’re Not You When You’re Hungry’ is a great ownable, yet universal truth. Take that insight together with the centrality that AI is taking in culture (mirroring the role of ‘the net’ in culture during the dot com boom) and you have a fantastic campaign, more over at LBBO. I really like the way they integrate GEO/AEO into their campaign execution.

    Chart of the month. 

    I had been looking at an apparel project. It’s been a while since I have touched the sector and it was working with an agency on an aspirational clothing brand. Said brand were looking at a creative project related to the circular economy and the agency who had been exploring it gave me a budget to run a few quantitative questions in the last week of August. Here is the answers to one of the questions that we asked.

    Clothing online survey

    We got responses from over 750 people, it was a simple poll question where they had to pick one answer to “What is the most likely reason for you to keep something you don’t wear often”.

    Things that surprised me in the responses:

    • We didn’t have one response that indicated that they didn’t hoard anything and instead gifted their items or used the likes of Vinted or Depop. Implication: if you are Vinted or Depop, your customers are at best selling mediocre items. They are gatekeeping on the good stuff which offers challenges and commercial opportunities if it can be cracked.
    • Durability kills circular economy velocity: ‘Quality’ and ‘preserving outfit options’ tied as the top reasons to hoard unworn garments. ‘It was expensive’ clocked a measly 8%. Quality and outfit options were the joint top reasons for keeping items despite them not being in circulation. Outfit optionality makes sense, but quality is an interesting space, particularly when ‘it was expensive’ ranked far lower at a mere 8 percent. Implications: There are implied perverse incentives to make things with lower quality at both the top end and bottom of the market – fast fashion and luxury brands. This has implications for the viability of the circular economy. It also begs the following hypothesis: it may not be price gouging in terms of value that is affecting luxury, but the inability to spend. The latter being a pretty damning comment on the current economic outlook.

    Why I am able to share proprietary research

    The project collapsed before kickoff because the client lacked both the internal sign-off and the actual budget. I ate a few upfront hours, the agency took the bigger hit, but I kept the research rights. Finding out early was the win.

    If you need sharp strategic thinking, I have an unexpected project-shaped hole in my calendar heading into Q4.

    Things I have watched. 

    August bank holiday, I revisited a few John Carpenter films. I started with Escape from New York. I started into it after speaking with a friend who suggested that it felt very now. The film reflected a deep distrust of the government, which one can see in the divisive nature of politics and Netflixation of political debate and the political process.

    As a film it looks much more expensive than it was. Stylistically it influenced the colour on black aesthetic that I bring to my own slide ware and even this blog (once I had the skill to edit the WordPress theme), you can see it in my charts of the month. What I didn’t realise about the film when I first watched it years ago was why it was so different and why it resonated so strongly.

    Carpenter wrote the script in 1974 – 1976 towards the end of the Vietnam war and through the Watergate scandal. The film was shot towards the end of the Carter administration while there were still American hostages held in Iran. Operation Eagle Claw had failed in April and this came out the following summer. Carpenter’s work always had a degree of social commentary in it, so the urban decay was a concern of New York in the 1970s and early 1980s. The film owes a debt to Sergio Leone’s films and features a raft of Hollywood greats including Leone star Lee van Cleef and Ernest Borgnine.

    Looking back on it now it uses techiques that were only starting to come in at the time including low light shooting including long tracking shots. The science fiction conceit hides some of the great acting performances in the film. Ultimately it’s great fun to watch. One thing to look out for if you do watch it, look at how well Escape From New York does matte backgrounds compared to the poor work done on matte backgrounds in The Terminator shot a few years later by James Cameron.

    The second John Carpenter film I watched was Prince of Darkness. I am not a horror film fan, so it took me far too long to to sit down and watch it. Prince of Darkness features a plethora of actors that had appeared in other Carpenter films previously appeared in Halloween and Escape From New York. Victor Wong had appeared in Big Trouble in Little China.

    Secondly the film is actually a science fiction film dressed up as a classic horror film and Carpenter plays with nods towards the Quatermass science fiction films and George A. Romeo’s zombie trilogy. In some ways the film feels close to The Thing.

    Useful tools.

    I was recommended Claude Academy by Neil Perkin in his newsletter Only Dead Fish. I have focused squeezing the most juice out of my Google Gemini subscription but I trust Neil’s judgment on this.

    Tidy is a cross-app service that uses an on-machine AI model to fix grammar and make your writing more concise.

    AI Toolbox is a browser extension for Chrome users that gives you a view of your AI chats in one place making organising them into folders or saving them down in Markdown or PDF really easy.

    Thoughts for Mac is an app that sits in the menu bar and allows you to capture ephemeral thoughts.

    The sales pitch.

    I am a strategist who thrives on the “meaty brief”. The kind where complexity, business goals, and human culture collide, requiring synthesis into actionable insights.

    I have a decade-plus of expertise across the UK, EMEA, and JAPAC, I specialise in bridging the gap between high-level strategy and creative execution. I have been embedded within Google Cloud’s brand creative team, where I helped navigate the “messy steps” of global pivots with the rapid rise of Gen AI. Following the completion of this engagement, I have continued to partner with agencies and founders on high-impact projects. My recent freelance work includes architecting the brand narrative for a fast-moving startup, driving strategic creative for new business pitches, and developing a dynamic sports partnership activation.

    I focus on what actually works: balancing long-term brand growth with short-term sales. I do not just write presentation decks; I build campaigns that actually ship. Clients hire me to develop or perform strategic QA on their ideas before they go live, helping leadership teams avoid expensive mistakes. I prioritise commercial reality, smart budgets, and measurable results over cosmetic solutions.

    How I help leadership teams:

    • Strategy QA: I put clarity into complex roadmaps before you commit capital.
    • Cultural Translation: I bridge the gap between technical infrastructure and human adoption, across EMEA/JAPAC.
    • Commercial Grounding: I build strategy for campaigns that ship, prioritising measurable ROI over “hype” metrics.

    The Strategic Toolkit:

    • Brand & Creative Strategy: From B2B infrastructure to luxury travel.
    • AI-Enhanced Planning: Literate in Google Gemini and prompt engineering to accelerate insights and creative output.
    • Modular Strategic Leadership: 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 an operator who reads—using a deep archive of industry expertise to ensure your next pivot isn’t just “new,” but actually sustainable. If you have a challenge that requires an 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 September 2026 newsletter, I hope to see you all back here again in a month. Enjoy autumn as it can often be fleeting.

    Pro tips from my Mam: if you are making your own Christmas cake this year, steep your fruit this Friday, bake the cake on Saturday evening and leave to sit and mature in a tin. Be sure to skew the cake every few weeks and add a little Irish whiskey to drain in the top. The whiskey doesn’t need to be good, but you can’t go wrong with Power’s Gold Label.

    And if you are making your own Christmas cake, why not make a barmbrack for Hallowe’en at the same time, here‘s my Mam’s recipe for the one we had each year at home as a child. Otherwise you are letting good heat go to waste in the oven.

    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.

  • Strain wave gearing & more stuff

    Strain wave gearing

    Strain wave gearing is described really well in this video.

    Strain wave gearing mechanisms are important for a number of reasons:

    • They are compact transmissions with the potential for extremely high torque.
    • They allow for realistic, controllable joints, which makes strain wave gears extremely important for robotics.
    • They are arguably a bigger bottle-neck than physical AI for our robotic and cyborg futures.

    Because of their complexity, they have historically only been made by a few companies in standard sizes, which limited the capabilities in robot designs and dictated the bill of materials costs.

    Chinese robot maker Unitree seems to have made their own strain wave gears for their own needs, which has allowed them to reduce costs and scale fast.

    Building custom multi-layered strain wave gearing allows for exceptionally fine degrees of control and immense torque. Something that software or AI alone won’t provide.

    However the fragility and complexity of strain wave gearing impact the current scaling and reliability limits of humanoid robots.

    Consumer behaviour

    Really interesting documentary on memory, processing and the power of writing. The creator of ColdFusion has made documentaries for Australian public broadcaster ABC.

    Business

    Google TPU pays back investment in 1 year, creating upside for MediaTek, Broadcom ASIC revenues | DigiTimes – and AI server investments in less than two years

    Economics

    Semiconductor equipment sales hit record $40.5bn in Q2 | EE News Europe – normally this would be seen as an indication of continued global economic growth. But with the rise of LLMs – its economic signal is murkier.

    Gartner Says Autonomous Business and AI Layoffs May Create Budget Room, but Do Not Deliver Returns

    Ideas

    The Economics of Treat Culture | Will Poskett – see my earlier writing on moral licensing.

    The missing big idea: Brand-differentiating messages and advertising effectiveness across the brand funnel | Journal of the Academy of Marketing Science | Springer Nature Link

    From Converse to Ed Sheeran, Let’s End These Tedious Apology Tours | AdWeek – interesting take from Mark Ritson.

    Innovation

    The title is deceptive, but there is innovative uses of custom linear motors.

    Field notes from the World Robot Conference in Beijing | Baiguan – a level-headed look at humanoid robot potential.

    Scientific papers become agentic chatbots with new tool | The Register

    Korea

    K-Pop Is Betting on AI and Robots. Will Fans Buy It? – WSJ

    Luxury

    Luxury watchmakers say Gen-Z buying trends call for bold changes | Jing Daily – during CoVID and just after, the manufacturers fucked around, now they are finding out.

    Marketing

    How Strategy Leaders Are Adapting to AI in 2026 | BCG

    Omnicom Offloads Hundreds of Staffers Who Built Its AI Platform to Third-Party Contractor | AdWeek – I guess that AI isn’t the core benefit of hiring Omnicom?

    Security

    How a Blacklisted Chinese Tech Giant Kept Buying America’s Best A.I. Chips – The New York Times – Completely legally: Inspur and entities connected to it routed purchase orders through affiliated subsidiaries and third-party resellers whose names never appeared on the blacklist itself, letting racks of cutting-edge hardware flow through channels the Entity List was never built to catch.

    US military’s cyber unit plan threatens South Korea’s diplomatic balancing act | South China Morning Post – interpretation is interesting, but doesn’t acknowledge the multi-domain nature of modern warfare in general and the fact that the US military, as is, at the moment is well on its way to obsolescence

    Brief independent investigation of agents’ behavior, reasoning and collaboration in the OpenAI / Hugging Face hacking incident – METR

    I Think the Military Commissary Freezers Were Hacked | Signals and Silence

    Software

    Open Models are the United Front of AI – ChinaTalk – tremendously influential and useful for users around the world from Silicon Valley to the Global South.

    AI token prices hit new record lows as inference costs plunge 43% in ten weeks | Crypto Briefing

    GPT‑6 Astra | Simon Willison

    I Tried Gemini 3.8 Flash, Google’s Latest AI Upgrade, and It (Mostly) Lives Up to the Hype | Lifehacker

    Sad to see Jensen Huang claim that AGI has arrived, with no evidence and no definitions | Gary Marcus

    Interesting take on how LLMs are advancing chip design.

    ‘Crash’ is doing a lot of heavy lifting in this title. China’s approach to to token usages with LLM models focused on real world use and efficiency.

    Huawei assumes AI may be the last technological revolution of human society: Guo Ping | Pekingology

  • William Gibson + more things

    William Gibson

    I have been thinking a lot about William Gibson recently. Judging by my social feeds, the Neo Tokyo aesthetic has saturated mainstream culture (from 90s anime clips, tech wear, creator built cyber decks and Hong Kong at night) and our Silicon Valley elites sound more like Wintermute at every turn.

    William Gibson in Berlin, 3.2008

    The K-shaped economy described by Gary Stevenson in his thesis, feels very much like the have-nots of the sprawl trilogy.

    Finally, Apple is on the cusp of releasing a TV adaptation of Gibson’s first novel Neuromancer next year. So I had to post these vintage videos of Gibson as they feel so ‘now’ despite being decades old.

    William Gibson talking about cyberpunk as a genre in 1990. He calls a distinctively post-modern fiction genre. In a prophetic turn they talk about the unique way in which cyberpunk has been manifested into the real world; just not in the countercultural way that Gibson envisaged. Although the relationship now between Gibson’s work and the real world are probably too close for comfort. And there is a great interview with Timothy Leary.

    Related to that was the cypherpunk movement who realised that cryptography was essential to online worlds.

    Cypherpunks were concerned about the government a quarter century before the Edward Snowden leaks and the algorithmic web with a web of data for sale to advertisers and bad actors.

    And in this clip, William Gibson contextualises the early web in this interview

    Business

    The Technology Industry Is Stumbling Down The Path To Becoming A Proper Supply Chain | Forrester – I think is a polite way of saying that the industry has moved from growth to value investment. Whether the industry has a maturity in thinking that reflects this new position is something else.

    China

    Spain’s largest Chinese investment to rely on workers from China | Investment Monitor – very similar to the belt-and-road model elsewhere. Interesting the lack of pushback that came from Spain, given the size of the country’s construction industry.

    Design

    30 Years of Micro Motors to Robot Dexterous Hands: MINDSYNC TECH and Jiangsu Leili Solve the Mechanical Stiffness Problem in Humanoid Gripping – interesting article in Pandaily. It’s basically smaller sizes of strain wave gears. Back when I went to the launch of Automata’s EVA robotic arm launch, strain wave gears came up as a topic of conversation. Robotic precision focused on software because only standardised strain wave gears were available from a limited amount of suppliers like Harmonic Drive. The Chinese seem to have sidestepped this innovation pinch point with powered strain wave gears small enough to operate a robotic hand with a high degree of dexterity.

    Gadgets

    Open Source Vacuum Avoids Cloud | Hackaday – thanks to open source software, a Raspberry Pi board, off the shelf parts and accessible additive manufacturing there is now an open source Roomba style vacuum cleaner.

    ŌURA and LillyDirect to Expand Support for People Using GLP-1 Therapies with New Tools and Savings Options – The Pulse Blog – I was there when wearables were proposed as a digital kit to another obesity management product years before this deal was announced. I am surprised that it took so long. The partner selection implies a heavy female bias to the expected customer base.

    ChinAI #366: Most Companion Robots Die by Day 30 – model capabilities will become increasingly cheap, while scenario-specific evaluation datasets will become increasingly expensive. Most companion products will not die because their AI models lack power, but because users stop opening the app by Day 30.

    Germany

    Watching China in Europe – August 2026 – by Noah Barkin – Volkswagen is now pursuing a strategy that consists of:

    • Doubling down on manufacturing at its EV hub in Hefei, China as part of what Blume describes as an “in China for China” approach.
    • Exporting the cars it produces in China, in Blume’s own words, to Southeast Asia, Australia, India, South America, Africa and Europe, in what looks more like an “in China for the world” strategy (minus the US market).
    • Pursuing mass layoffs in Germany, while luring Chinese carmakers into the German factories that Volkswagen is struggling to sustain.
    • Urging the EU to accelerate and broaden its trade defense measures against Chinese competitors that are seizing market share for plug-in hybrids at an astonishing rate.

    If your head is spinning, you are not alone …

    Ideas

    FCC approves orbital space mirrors, first test satellites will launch this year — large spacecraft reflects sunlight to Earth’s surface for construction sites, search-and-rescue lighting, and more | Tom’s Hardware

    Indonesia

    Indonesia’s 9 Dragons. Who Are They? Are They Too Rich For Indonesia’s Good? | Dr Wealth

    Innovation

    Why the US is losing Chinese AI stars | FT – comparable opportunities at home.

    Russia’s Newest Kh-101 Cruise Missile Upgrade Points to Chinese Help | Wes O’Donnell – the recent upgrade to Russia’s Kh-101 missile capabilities owes far less to stolen Western secrets than it does to Chinese industrial hardware. Whilst espionage may have ironed out a few technical creases, Russia is quietly acquiring the machine tools and microelectronics from Chinese suppliers. These are needed to turn a dormant Soviet-era innovation into a mass-produced reality.

    The rationale for putting such high-spec, durable components like single-crystal engine blades into a single-use weapon comes down to a recent design trade-off. Having substantially increased the missile’s warhead size at the expense of its fuel capacity, Russian engineers required a hotter, vastly more efficient engine to recoup the lost flight range. Manufacturing equipment sourced from Chinese vendors provided the industrial “kitchen” necessary to make this crucial engineering workaround a reality.

    Porous material could pull 1.8 liters of drinking water daily from dry air | TechXplore

    IP

    The 6 wildest claims in Apple’s lawsuit against OpenAI | The Verge – OpenAI allegedly “coached” Apple employees on how to bypass security measures. Apple alleged Tan kept an internal document that outlines employee off-boarding procedures. OpenAI allegedly used this information to warn employees coming from Apple about the company’s security checks and “coached” them on how to avoid it.

    OpenAI advised departing Apple workers not to disclose their new employer and also offered tips on how to avoid a “dreaded walk out,” which would result in their immediate removal from the company, preventing them from accessing Apple’s systems for a standard two weeks, the lawsuit alleges. OpenAI is accused of telling Apple employees not to “sign anything at the exit interview,” and if they’re asked to sign a document, to tell OpenAI “asap.”

    In the lawsuit, Apple says that OpenAI’s alleged tactics “appear to be having their desired effect.” Apple claims it has noticed “a recent trend of employees who are leaving Apple for OpenAI and taking steps to evade security measures,” including workers “ignoring outreach by security personnel to schedule exit processes and security reviews.”

    Luxury

    Why luxury brands are falling for Asia’s queer romance shows | FT

    Rolex accused of hiring ‘crowds’ for Shanghai centenary exhibition | Reddit r/Watches – the use of gig workers to bulk up footfall numbers is unfortunate but understandable. It’s not a great look. They may have not have been hitting footfall numbers.

    Secondly there is a need in Chinese culture for events to be bustling with people. I remember going to the China South City wholesale mall in the Shenzhen region. Some of the car park was converted into basketball courts so that there would be the sound of people there, even if they were having fun rather than purchasing supplies for their business.

    The problem for Rolex got much worse when this story breached beyond the Chinese internet into the feeds of western watch enthusiasts.

    Security

    OpenAI admits AI ‘agent’ caused major cyber breach by itself | FT – I wouldn’t be surprised if there was a certain amount of PR behind this story.

    Royal Navy Drops a Drone Boat Out of a Plane | Maritime Executive – this feels like an important step towards more autonomous warfare, particularly in rapid expeditionary deployment.

    German firm files for insolvency, blames cybercrims who shut down production for 6 weeks | The Register

    UK, EU officially pin Poland energy cyberattack on Russia | The Register

    Space Force officially has its own weapon for taking out satellites | Task & Purpose

    Five Takeaways From the Times Investigation Into Larry Ellison’s A.I. Gamble – The New York Times – The United States had one major advantage in the A.I. race: China lagged behind in computer chip technology. The Biden administration cut off Chinese access to American-made chips, but China could still obtain computing power remotely through other countries.

    In 2024, Oracle made a $6.5 billion deal to build an data centre complex in Malaysia from which it could supply computing power to ByteDance, the Chinese parent company of TikTok, and other foreign companies. Oracle’s facility in Malaysia was soon on track to become the second-biggest in the world, providing by one estimate more than one-fifth of China’s total A.I. computing power. Ellison is now powering the A.I. ambitions of China aka America’s biggest geopolitical rival.

    Cybersecurity expert Steve Sims discusses how hackers are now using AI.

    Software

    3.6 Flash, 3.5 Flash-Lite, and 3.5 Flash Cyber | News from Google – but no Gemini 3.6 Pro yet.

    Exclusive-Beijing is looking at curbing overseas access to China’s top AI models, sources say | Yahoo! Finance

    Microsoft to axe 4,800 jobs as it resets Xbox | FT

    Palantir CEO Alex Karp says ‘something has gone completely wrong’ with how AI is sold | CNBC – Palantir CEO Alex Karp caused a stir by discussing what he says is growing unhappiness among U.S. businesses about the costs to access models from the biggest AI companies, like OpenAI and Anthropic. And he asserted that those customers are getting “no value” from the technology.

    Taiwan

    China-friendly KMT stunts Taiwan’s attempt to grow into a fully formed hedgehog | The Strategist

    Technology

    Hyundai buys SoftBank’s Boston Dynamics stake for $325 million | Quartz – Hyundai is using the robots in its own operations from factories to construction sites. They are even being used in Posco’s steel foundries too.

    RISC-V Is Inevitable, State of the Union Keynote Argues – EE Times

    Axios AI+ |⛽ Trading compute – 1 big thing: Wall Street wants to trade AI compute like oil. This reminded me a lot of Enron’s doomed attempt to trade bandwidth in a similar way, which was the core offering of Enron Broadband Services.

    Wireless

    OnePlus, the ‘Flagship-Killer’ Smartphone Brand, Is All but Dead | WIRED – this surprised me given that Samsung has been on the ropes and OnePlus had such a good relationship with Qualcomm.

  • July 2026 – the three dozen edition

    July 2026 introduction – (36) 

    Welcome to the 36th edition of my newsletter or as a bingo caller would say ‘three dozen’. And yes that’s the most uninspired yet functional bingo lingo I’ve come across on this journey so far. 36 seemed strangely appropriate as that was the temperature inside my house on the celsius scale most days this month.

    AS11-36-5390

    There is no fancy symbolism of the homophones in the Chinese language for 36. But The 36 Stratagems are sayings and tactical manoeuvres used in areas of Chinese life from business to politics.

    My personal favourite is ‘borrow a corpse to resurrect the soul‘ – take something that has been forgotten or discarded and appropriate it for one’s own purposes.

    This month’s soundtrack is by Horalion who created a divine mashup of Daft Punk and Miki Matsubara. Matsubara is famous for work in city pop and anime soundtracks. Together Something About Us and 真夜中のドア〜Stay with Me sound sublime.

    New reader?

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

    SO

    Things that I’ve written

    I explored moral licensing from agency behaviour to a global health crisis.

    Consumer grievance is coming as a steady drumbeat from consumer and economic research and has an impact on marketing.

    I curated things of interest from around the web including an interview from Jensen Huang in advance of his publicly support for open models and open weight LLMs as cybersecurity tools.

    ICYMI – Top five shares on LinkedIn

    1. Global brand strategy has got harder with tainted national brands. Europeans are now torn between the US and China.
    2. Rolex’s use of chōngchǎng (paid gig workers) as a rent a crowd in Shanghai caught the attention of watch collectors around the world
    3. Corporate earnings skewed agency growth targets due to the artificially high values of hyperscalers.
    4. Hard luxury outperforms soft luxury
    5. A video where Les Binet endorse Byron Sharp’s line on loyalty.

    Books that I have read

    Gnomon by Nick Harkaway. Gnomon is a speculative fiction book set in the near future. The UK is totally surveilled by an AI. The main character Mielikki Neith is an investigator and is looking to the death of a suspect who dies in state custody. Neith explores the neural recordings of the dissident to try and work out what happened.

    The recordings consist of four surreal impossible lives, but the lives are a form of hidden code designed to affect anyone exploring them. Questions then arise about the purpose of the surveillance system and whether it has undergone what could be called ‘model drift’.

    It’s not the easiest book to read, but his rewarding as Harkaway takes you through the different worlds that Neith explores and her own experience in the real world.

    This month I have been working my way through Dan Wang’s Breakneck. A book that looks at China’s development versus US development, written by a Chinese author who grew up in Canada. I am almost finished and it’s very readable.

    The key thrust of the book is that China is a society governed by engineers and scientists, whereas the US (and by extension much of the west for that matter) is run by lawyers. In the US and the west that breaks down slightly but the point Wang makes is China asks what’s possible, the West winds its way through restrictions. I think modernism vs. post-modernism would have been more accurate short hand descriptors; as difference goes beyond government to the ‘industrial party’ and even science fiction like Liu Cixin’s TheThree-Body Problem.

    Wang’s work has started to shape how I look about the ‘why’ behind the divergent approaches to LLMs and other products between the US and the west, but more on that another time.

    Things I have been inspired by.

    I am a long time fan of Kevin Kelly’s writing from his work with Wired magazine to the book What Technology Wants I have found his thinking right on the money. He reframes large language models as a latent space due to their massive compression of knowledge and information.

    For instance it knows all Shakespeare plays, and it could create a new play that sounded exactly like Shakespeare, and can even quote famous lines in his plays, but nowhere in the model are the actual texts of Shakespeare. Instead there is simply the abstract information about all the plays, the plots, the characters, the words, the style, the references.

    Until recently we might have thought that all the information about a thing would take up more storage space than the thing itself. That may be true for a single thing, but not for the aggregate of all things. That is because most things share a lot of common attributes with other things. The neural nets of an LLM do a magic trick by abstracting the information of everything at once, so that it uses the myriad common relationships between things and ideas to compress and abstract them into this virtual “latent” or hidden space.

    Kelly reflects on this latent space as a new form of medium, implying more potential than a productivity hack. Kelly describes this latent space as a map built in millions of dimensions making it sound like science fiction or theoretical physics.

    Gig Economy in China

    Inspired is the wrong word, but I was surprised and shocked to find out by a piece from Think China that 44% of the country’s workforce now work in the gig economy.

    Chart of the month. 

    McKinsey have published a paper on Agents, robots, and us: How AI reshapes work and skills in Europe. In it, they have estimated what tasks LLMs will do well.

    “Most human skills will endure, even as they are applied differently. Three-quarters of the skills sought by European employers today, including problem solving, writing, and research, are used in both automatable and non-automatable work. This overlap means they are more likely to be applied in collaboration with AI than replaced by it, at least in the near term.”

    McKinsey on LLMs and skills

    Things I have watched. 

    German TV series Where’s Wanda made some light watching as a Germany family manages to stay together while searching for their missing daughter. It’s got humour, creative problem solving and a giant Sasquatch-type creature. I will leave it there so I don’t give away any spoilers.

    I rewatched To Live and Die in LA for the first time in years. The film was written and directed by William Friedkin, and second only to The French Connection in his filmography of outstanding films. William Friedkin was part of the New Hollywood movement, alongside figures like Francis Ford Coppola, Martin Scorsese, and Peter Bogdanovich.

    The screenplay was based on a book by a former Secret Service agent and documents an investigation into a talented counterfeiter. Like Michael Mann’s Thief which demonstrated how to crack a safe vault with a thermic lance, Friedkin went into detail abut the photolithographic process that counterfeiters used prior to desktop publishing. You get fantastic performances from an edgy young William Defoe and William Petersen.

    I found it as enjoyable to watch as I remember but I picked up on different things, particularly the detail in Friedkin’s introduction that showed the art and grim edginess of 1980s Los Angeles with retina-burning typography, with an interesting use of fonts to give ‘place’ and the cinematography which made the city a key character.

    Useful tools.

    Ever done research, or tried to pull in data from a website or table and had the format go funny. You then spend an inordinate amount of time fixing it? That’s where TextSoap comes in. Its a Mac app that cleans the data that you are bringing across, It has a number of built-in cleaners or you to choice from and also allows you to create your own one using its cleaner editor.

    Hookmark cleans up weblinks, this helps with bit rot since a lot of links add additional privacy related information that stops working over time.

    The sales pitch.

    I am a strategist who thrives on the “meaty brief”. The kind where complexity, business goals, and human culture collide, requiring synthesis into actionable insights.

    I have a decade-plus of expertise across the UK, EMEA, and JAPAC, I specialise in bridging the gap between high-level strategy and creative execution. I have been embedded within Google Cloud’s brand creative team, where I helped navigate the “messy steps” of global pivots with the rapid rise of Gen AI. Following the completion of this engagement, I have continued to partner with agencies and founders on high-impact projects. My recent freelance work includes architecting the brand narrative for a fast-moving startup, driving strategic creative for new business pitches, and developing a dynamic sports partnership activation.

    I focus on what works: balancing long-term brand growth with short-term sales. I don’t just write presentation decks; I build campaigns that actually ship. I’m hired to pressure-test their ideas before they go live, helping leadership teams avoid expensive mistakes. I prioritise commercial reality, smart budgets, and measurable results over cosmetic solutions.

    How I help leadership teams:

    • Pressure-Testing: I put clarity into complex roadmaps before you commit capital.
    • Cultural Translation: I bridge the gap between technical infrastructure and human adoption, across EMEA/JAPAC.
    • Commercial Grounding: I build strategy for campaigns that ship, prioritising measurable ROI over “hype” metrics.

    The Strategic Toolkit:

    • Brand & Creative Strategy: From B2B infrastructure to luxury travel.
    • AI-Enhanced Planning: Literate in Google Gemini and prompt engineering to accelerate insights and creative output.
    • Multi-Sector Expertise: 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 an operator who reads—using a deep archive of industry expertise to ensure your next pivot isn’t just “new,” but actually sustainable. If you have a challenge that requires an 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 July 2026 newsletter, I hope to see you all back here again in a month. Be excellent to each other, stay cool and enjoy the sun when you can. We have less than one month to wait until the next 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.

    PS: Why Buzz Aldrin as this month’s picture? I try and have a photo that matches the theme, in this case 36. This photo taken during the Apollo 11 mission was from the film magazine 36/N – Trans-Lunar. A tenuous but cool link.

  • Jensen Huang + more stuff

    Great interview with Jensen Huang

    Jensen Huang, the founder and CEO of Nvidia was interviewed by Axios. In the wide ranging interview he is advocating for open LLM models. He thinks that the benefits of closed models ties in with the benefits of scale and convenience from cloud computing infrastructure. Jensen Huang also talks about sovereign AI at an enterprise level as well as country level.

    What struck me was Huang’s strong advocacy for open source and open models. He points to the central role that Linux plays today. (Android is Linux as is Google Chrome, macOS, iOS, iPadOS and tvOS all run on Darwin which is open source and relies on BSD and the Mach micro-kernel – which are also open source). He points out that open source allows inspection, customisation to harden the software and ultimately be trusted.

    It one of the best interviews that I have seen where Jensen Huang is at his most articulate. It’s also interesting that the interview is so wide ranging. Huang’s last point about now being the most important time, gave me a moment for pause. Huang’s time is mediated by his staff rather than by outlook or his watch. But it also made me wonder about the nature of strategy and horizon-scanning at Nvidia.

    The interview was published at a time when the media realised that Moonshot AI’s Kimi K3 as an open model was competitive with US frontier models on many measures.

    Contrast Huang’s viewpoint with Palantir CEO Alex Karp on CNBC. Karp discussed a growing unhappiness amongst US enterprises about the cost of accessing models from large AI companies, yet receiving ‘no value’ from the technology.

    Surfing the wave

    Kind of a tangential point to to Huang’s the most important time is now is about timing in technological innovation. Robert X Cringely in his book Accidental Empires made this point through the use of surfing as an analogy. If you hit a wave too early, you wipe out, if you hit the wave too late the momentum and energy has gone out of the wave. Hitting it at the right time the most important factor. It’s a timeless truth.

    Film maker David Hoffman documented behind the scenes at General Magic as part of the process to make a launch video for their product. General Magic were too early to the wave as this behind the scenes footage shows.

    Ladders

    I like Justin Taylor’s videos because of their insightful content delivered in a snarky slacker way. In this video he uses ladders to illustrate the importance of supply chains and logistics to support US air power. Which explains why the US is restricted to predictable bases in the current Iranian conflict amongst other things.