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.

  • 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.

  • 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.