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.

  • 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.

  • AI reckoning & more stuff

    AI reckoning

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

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

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

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

    Business

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

    China

    Trump’s China Trap | Foreign Affairs

    Consumer behaviour

    When the Internet Was a Place – Front Porch Republic

    Design

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

    Economics

    Is AI the New China Shock? | The Daily Spark

    AI Job Loss Tracker — The Alliance for Secure AI

    The Shanghai Cabaret Theory of Globalization | Patrick Kho

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

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

    Energy

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

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

    FMCG

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

    Hong Kong

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

    Innovation

    Microsoft 2026 Work Trend Index Annual Report

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

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

    Korea

    In Korea AI is merging with folk religion.

    Marketing

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

    Lululemon Just Committed Brand Harakiri. – by Camille Moore

    Media

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

    Paid media budget planner – Empower Agency

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

    Online

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

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

    Security

    AI-Powered Cyberattacks | Robert Scoble and A glimpse into cyber-security’s AI-driven future | The EconomistA few years ago a participant used the conference network to hack a water-treatment facility in America (Messrs Wyler and Stump are cagey about the details). Another hid behind the din of legitimate hacker traffic to attack government websites and payment systems. The noc team traced him, sent him a message reminding him that doing illegal things from Black Hat was still illegal, then watched him close his laptop and walk away. Hackers on the other side of the world try their luck too. When the registration server was switched on, attacks began at once, including traffic that appeared to originate in Romania….Mr Stump says the noc has seen a pattern across multiple Black Hat conferences in which Taiwanese participants show up with hacked devices. “Most of [the traffic] goes back to China,” he says. ai-powered attacks by nation-states or cybercriminals are likely to intensify..
    The team thinks the ai race is only beginning. For Mr Wyler, the vulnerabilities discovered by Mythos, including some that have gone undetected for decades, are to be welcomed rather than feared. “We now know they’re there.”
    All the same, cautions Mr Stump, the next two years will be turbulent, as more flaws will be uncovered; more breaches will occur as firms feed sensitive data into ai systems; and more insecure code will be written.

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

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

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

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

    Semiconductors

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

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

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

    TSMC sells its Arm shares | Electronics Weekly

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

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

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

    Software

    Have LLMs improved patient outcomes? – by Gary Marcus

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

    Technology

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

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

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

    Quantum’s Industrial Moment | CNAS

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

    Web-of-no-web

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

    Wireless

    Starlink vs OneWeb | Electronics Weekly

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

    April 2026 introduction – (33) dirty knee

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

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

    https://flic.kr/p/392Xqw

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

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

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

    New reader?

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

    SO

    Things I’ve written.

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

    Some thoughts how WPP might deal with its Burson dilemma.

    ICYMI – Top five shares on LinkedIn

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

    Books that I have read.

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

    Things I have been inspired by.

    Supply chained

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

    Generative AI & cooking

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

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

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

    Praykinson

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

    https://flic.kr/p/2s6adiF

    CHESS

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

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

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

    Chart of the month. 

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

    • Internet access is now at a point comparable to where broadcast television was previously.
    • The digital divide is now about the mode of access, with smartphones on mobile internet providing a poorer service.
    https://flic.kr/p/2s69P1v

    Things I have watched. 

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

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

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

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

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

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

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

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

    Useful tools.

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

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

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

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

    The sales pitch.

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

    With over a decade of experience across the UK, EMEA, and JAPAC, I specialise in bridging the gap between high-level strategy and creative execution. I was embedded within Google Cloud’s brand creative team, where I helped navigate the “messy steps” of global pivots and the rapid rise of Gen AI. And have recently been helping out agencies and startups in various sectors from narratives and new business pitches to sports partnerships.

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

    The Strategic Toolkit:

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

    I am officially open for new adventures with immediate effect. If you have a challenge that needs a all-in, hit-the-ground-running strategic lead, let’s talk.

    now taking bookings

    More on what I have done here.

    bit.ly_gedstrategy

    The End.

    Ok this is the end of my April 2026 newsletter, I hope to see you all back here again in a month. Be excellent to each other and enjoy the May bank holiday. 

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

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

  • March 2026 newsletter – (32) buckle my shoe

    March 2026 introduction – (32) buckle my shoe

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

    https://flic.kr/p/w8zyP

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

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

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

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

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

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

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

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

    New reader?

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

    SO

    Things I’ve written.

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

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

    ICYMI – Top five shares on LinkedIn

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

    Books that I have read.

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

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

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

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

    Things I have been inspired by.

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

    https://flic.kr/p/2rZ1BNE

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

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

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

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

    Chart of the month. 

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

    https://flic.kr/p/2rZ6YtU

    A few interesting trends emerge:

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

    Things I have watched. 

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

    Useful tools.

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

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

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

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

    The sales pitch.

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

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

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

    The Strategic Toolkit:

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

    I am officially open for new adventures with immediate effect. If you have a challenge that needs a all-in, hit-the-ground-running strategic lead, let’s talk.

    now taking bookings

    More on what I have done here.

    bit.ly_gedstrategy

    The End.

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

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

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