It’s hard to explain to someone who didn’t live through it how transformation technology has been. When I was a child a computer was something mysterious. My Dad has managed to work his way up from the shop floor of the shipyard where he worked and into the planning office.
One evening he broad home some computer paper. I was fascinated by the the way the paper hinged on perforations and had tear off side edges that allowed it to be pulled through the printer with plastic sprockets connecting through holes in the paper.
My Dad used to compile and print off work orders using an ICL mainframe computer that was timeshared by all the shipyards that were part of British Shipbuilders.
I used the paper for years for notes and my childhood drawings. It didn’t make me a computer whiz. I never had a computer when I was at school. My school didn’t have a computer lab. I got to use Windows machines a few times in a regional computer labs. I still use what I learned in Excel spreadsheets now.
My experience with computers started with work and eventually bought my own secondhand Mac. Cut and paste completely changed the way I wrote. I got to use internal email working for Corning and internet connectivity when I went to university. One of my friends had a CompuServe account and I was there when he first met his Mexican wife on an online chatroom, years before Tinder.
Leaving college I set up a Yahoo! email address. I only needed to check my email address once a week, which was fortunate as internet access was expensive. I used to go to Liverpool’s cyber cafe with a friend every Saturday and showed him how to use the internet. I would bring any messages that I needed to send pre-written on a floppy disk that also held my CV.
That is a world away from the technology we enjoy now, where we are enveloped by smartphones and constant connectivity. In some ways the rate of change feels as if it has slowed down compared to the last few decades.
China bans tech companies from buying Nvidia’s AI chips | FT – the Nvidia ban is an interesting move by the Chinese government. I don’t think it’s just about putting pressure on their semiconductor companies and foundries. I think it also steers the software industry and approach to AI as well looking for more computationally efficient models. China can do comparable computes, using more lower spec chips and more power.
At the moment the leading edge models in the west are taking a hardware led approach rather like putting larger capacity engine in a car a la an old school hotrod. China is forcing its technology sector to take a more holistic approach.
Having Nvidia lobbying the US for permission to sell Blackwell in China is a secondary benefit and not the hard block people think it is. Compute jobs are already done abroad to get around the ban anyway. Its easy to move SSDs from China to Malaysia to run it on local data centres.
Can China really make its consumers spend? | Jing Daily – After decades of export success, country’s bet on domestic consumption to propel growth bumps up against beliefs about money and security. – They’ve got more chance of increasing the number of children born, the beliefs are that engrained
I love some of the apparently random things that Toyota under Akio Toyoda do. From the GR Yaris to this documentary on a vintage Komatsu steel press that was instrumental in Toyota’s first car factory and still is doing sterling work.
The dialogue is in Japanese but English subtitles are available.
Singapore film makers OGS put together an hour long documentary covering the last days of the Golden Mile complex. It was a mixed use development similar to the Cityplaza development that I lived in Hong Kong. The upper levels were apartments, above a shopping centre beneath. The complex was a fantastic brutalist design that served as a hub for the Thai expat community in Singapore. While the site will be redeveloped, rebuilding the community centred around the Golden Mile will be much harder to do.
Google Docs
Tim O’Reilly pulls together through this interview the best oral history that I have heard of Google Docs. O’Reilly was the right person to do the interview, given how he was at the centre of web 2.0 hosting the conference on the scene and even publishing the books that provided guidance to the relevant developer tools and programming languages.
Toyota Series 60 Land Cruiser
This is from a great Japanese YouTube channel that interviews local car owners, asking them about the vehicle that they drive, why they drive it and what they like about it. The test drives and details in each of the vehicles is amazing. This episode is about the Series 60 Toyota Land Cruiser. The vehicle is the point at which Toyota moves from small Jeep-like vehicles to a highly reliable but full-size SUV.
Hentai Land
A Japanese documentary showing the interface between cosplay and the manga art form. The documentary shows manga artists painting models as a form of performance art.
Play School
The BBC told the back story of Play School from the actors to the educational theory behind the seminal British children’s TV programme. It ran from 1964 to 1988. It went on to influence other shows like RTÉ’s Bosco.
Hong Konger Andrew Tse explained the complex history of Eurasians in Hong Kong and the role of compradores. Eurasians were the offspring of Europeans and middle Eastern Jews with local women.
During the 19th century, Hong Kong was segregated. Mixed race couples couldn’t marry. Eurasians didn’t easy fit in with either the Chinese community or westerners. This segregation also had its advantages. Information didn’t flow between the communities.
Eurasian families looked more towards the Chinese community and over time built up status within it.
The compradores were people who acted as an agent for foreign organisations engaged in investment, trade, or economic or political exploitation. They even helped finance deals when there was low trust. The compradore was a valuable person for western trading houses based in Hong Kong and the families built multi-generational wealth.
After the second world war, Chinese community understanding of English increased with education. China became closed off with the civil war and Hong Kong itself became a manufacturing hub. With the rise of Hong Kong manufacturing there would be a further decline in the need for compradores to help navigate business deals. Hong Kong also had the common law legal system for contract disputes. The compradore role faded away. Instead of becoming compradores, Eurasians worked within the major companies rising to senior positions. Mr Tse’s own career in the aviation sector is empirical evidence of their success.
They became prominent business people and philanthropists in their own right. The Tung Wah Group of Hospitals benefited from their philanthropy. Tung Wah Group of Hospitals is the oldest and largest not-for-profit organisation in Hong Kong.
Over time, mixed race marriage was no longer restricted and Hong Kong had its native-born entrepreneurs like Li Ka-shing to govern the old Taipan businesses like Hutchison-Whampoa.
A century after the Eurasian community had first formed in Hong Kong and became compradores their identity was still a sensitive subject. Peter Hall’s book In The Web that outlined this history was restrained from being published until after the death of certain prominent community members who didn’t wish to be ‘outed’ as Eurasian.
As a synopsis of the book puts it:
Peter Hall’s book, ‘In the Web,’ brings to light the mysteries that lay behind his family and the other Hong Kong Eurasian families intertwined with it. Because it attempts to lift the stone firmly left in place for over a century, this work will not be welcomed by those who prefer conjecture to be left to outsiders.
Hall himself came from a Eurasian background, was interned by the Japanese and worked for prominent property developer Hongkong Land.
The prominence of the Eurasian community has dissipated, for a number of reasons:
Some of them moved overseas, in common with many richer Hong Kongers in the run up to the handover.
Some family lines have became re-assimilated in the Chinese community.
Many of them died defending Hong Kong during the Japanese invasion.
Branding
Q&A: Juanita Zhang on How Chinese Brands Can Win Globally | Branding in Asia – One critical insight is the power of unapologetic differentiation, especially as Chinese brands move beyond the ‘outbound 2.0’ era. The initial wave of success often rode on e-commerce efficiency, providing commodity-level products and leveraging vast data insights. However, we’ve observed that many brands then dwell too much in ‘end-user insight,’ optimizing for existing demand rather than proactively building aspirational gravity. The brands that truly succeed don’t try to be all things to all people; they identify a unique, compelling value proposition and own it fiercely.
McDonald’s US sales drop by most since height of pandemic | FT – Kempczinski said his company had surveyed consumers in top global markets about their views on the US, American brands and McDonald’s.While there had been no change to public opinion on the McDonald’s brand, he said more people signalled they would be cutting back on buying American brands. The surveys also revealed an 8 to 10-point rise in “anti-American sentiment”, he said, notably in northern Europe and Canada.
The Death of the Amex Lounge: Why the Upper Middle Class Isn’t Special Anymore – There’s something happening to the upper middle class in the United States that no one is talking about. They are going through an existential crisis. I first noticed it at the airport. A line 20 people deep for the American Express lounge. Then, once you get inside, more lines for food/drinks and not an open chair in sight. Then I saw it in the housing market. I have friends with $10,000+ monthly mortgage payments on modest homes. Ten grand a month and they still don’t own a mansion. Today, buying a 3-bedroom apartment in Jersey City (where I live) would cost me anywhere from $9,300-$14,000 a month (all-in). I could rent the same unit for around $6,000-$7,000 a month.
Ethics
The 50something man has a PR problem | Influence Online – “Ageism is the last ‘ism’ we need to tackle. Anecdotally, I’m hearing a lot about the 50+ demographic struggling to find new roles because employers perceive them as being so old that they can’t learn new skills or that their tech isn’t up to scratch. All their knowledge is being lost – and because AI is replacing entry-level jobs – there’s a lack of new people coming in to learn from them. Acknowledging ageism exists would be a great start…”
Finance
Buy now, pay later, in debt forever? – The Face – or how generation Z credit rating is being impacted by Klarna, Affirm et al which are the digital equivalent of the ‘tally man’ of the early to mid 20th century. Reading all this reminded me of working at MBNA as a student and hearing people’s horror stories as they tried to transfer over scorecard debit to pay it down at a more rational rate.
The story of Nongfu water is the story of the wild, wild west of Chinese business. The health claims still shock me, despite everything I knew about the Chinese market.
What Is “Broke Man Propaganda?” | Cosmopolitan & Yes, it is classist to dehumanise ‘broke’ men | Dazed – “Poverty is not the fault of the poor,” she continues. “I find it very cruel to talk about John – a character who loves Lucy, a beautiful character being played beautifully by Chris – in such cruel terms as ‘broke boy’ or ‘broke man’.” She goes on: “I think that is a very troubling result of the way that wealthy people have gotten into our hearts [and convinced us] it’s your fault if you’re poor, or you’re a bad person if you’re poor. So, it doesn’t make me laugh, actually. It just makes me feel very concerned that anybody would talk about my movie and my characters [like that], and think about it in such classist terms.”
Poblacion is the old part of Makati, the central business district of Manila in the Philippines. I have been to Makati for work in the past and to my regret missed visiting Poblacion.
Otherwise Makati is full of anonymous office blocks, business hotels that look the same the world over and Starbucks coffee shops.
August 2025 introduction – duck and dive (25) edition
This is the 25th edition of Strategic Outcomes. The first edition was quickly bashed out in a hotel room. And people signed up, and kept coming back. As I write this August 2025 has been a weird month with the weather throwing all the seasons at once at us from storms to heatwaves.
The bingo call for 25 – ‘duck and dive’ would have been equally appropriate descriptor for 2025 to date – with massive changes across current affairs, the economy and culture. It seemed to make more sense than calling this a ‘silver edition’.
25 evokes memories a of childhood Irish card game played with my Uncle and Granny on the formica top of the farmhouse kitchen table. Something I frequently did during August nights after a day’s work cleaning up after animals, feeding livestock and other tasks.
For this month’s musical accompaniment I can recommend St Etienne Take Me To The Pilot produced by Orbital’s Paul Hartnoll, which hits different to previous St Etienne records.
New reader?
If this is the first newsletter, welcome! You can find my regular writings here and more about me here.
Things I’ve written.
From the changing nature of motorsport fandom to do clients actually care about WPP’s organisational changes and new CEO?
Hacks for moving city, from my time uprooting my life from London to Hong Kong and back again. These were and edited version of notes from an email I wrote years ago for a acquaintance who was moving to Shenzhen, soon after I had made the jump to Hong Kong. He is no longer with us, you may get some value out of them.
Books that I have read.
I am currently reading David McCloskey’s Moscow X. The slow reading pace is more down to me rather than the accessibility of the book which is up to McCloskey’s usual high standards.
Things I have been inspired by.
Escalating trade tensions
GLG shared a discussion on escalating global trade tensions. I had a number of takeaways from it.
US trade war with China has devolved into a dangerous stalemate where neither side can back down without losing face.
The core conflict stems from China’s state-led industrial policy clashing with the rules-based system. The Trump administration’s rhetoric triggered China’s historical “century of humiliation,” making compromise politically difficult.
Key takeaways from the discussion:
China’s top demands aren’t about tariffs.
Respect is paramount: China’s first demand for restarting talks is that the Trump administration speaks to them with respect and stops insults.
Sovereignty is key: China insists on discussing Taiwan, which it views as its “most important and most sensitive issue”.
The U.S. is overstretched.
Not enough negotiators: The Office of the U.S. Trade Representative has only about 250 total employees.
Outsourcing is unworkable: Using pro bono law firms to assist raises problems with security clearances and conflicts of interest.
The non-China strategy is different.
A softer tone: The administration’s approach to allies like Japan, South Korea, and Vietnam is more ‘measured’.
Quick deals: preliminary agreements with these nations that focus on tariff reductions, while punting more complex issues negotiations down the road.
Sector-specific US risks loom large.
Technology: export controls on advanced chips and dumping of Chinese-made legacy chips used in cars and white goods.
Autos: Highly integrated supply chains that cross borders, are very vulnerable to tariffs.
Pharmaceuticals: Tariffs on generic drugs could become unprofitable and cause them to disappear from the U.S. market.
But there was more interesting takeaways in the report that paint a more nuanced picture:
The “Learning Gap” is the real barrier.
The primary reason AI pilots stall is that most systems don’t retain feedback, adapt to context, or improve over time.
While 70% of employees prefer AI for simple tasks like emails and summaries, 90% choose a human colleague for complex projects because of the learning gap.
Buy, don’t build.
Internally developed tools fail twice as often as COTS ones.
The data shows a clear winning strategy: pilots built through strategic partnerships with external vendors are twice as likely to reach full deployment as those built internally (a 66% success rate versus 33%).
Companies are making misplaced bets.
An estimated 70% of AI investment is directed at high-visibility sales and marketing functions.
The highest and clearest ROI in underfunded “back-office” areas. Some firms are saving $2-10 million annually in customer service and document processing.
These three points are good news for consultants, productivity suite vendors and enterprise software companies that really understand their clients workflow pain-points.
Chart of the month.
Actually two charts. The first one is a decline in conscientiousness. Depending who you believe this could be down to our always-on lives thanks to social media and smartphones, OR, a victim of the broken social contract that young adults (aka generation z) feel has happened.
A corresponding decline in US consumers reading for pleasure tends to imply a smartphone-related effect rather than broken social contract as cause. Also broken social contracts are depressingly common generation-by-generation.
Things I have watched.
The Iron Prefect was a film that I watched purely on the basis of a talk Alex Cox gave as part of the special features on the Blu Ray. The film is an account of a Fascist-era official sent to combat the Sicilian mafia who ends up finding how endemic and self-defeating his mission is. It is based on the story of Cesare Mori and some of his most famous acts such as the siege of Gangi. Cox talked about its similarity to The Mattei Affair – which I can see to a certain extent, in terms of the themes explored. The film features Claudia Cardinale and Giuliano Gemma – two greats of Italian cinema. But the real star is the scenery.
Hong Kong Hong Kong is a tragic romantic triangle about mainland migrants with a social realism bent. It was shot in 1983, but didn’t have the escapism of more popular films in the Hong Kong box office at the time.
The film is similar in feel to the likes of the kitchen sink dramas of 1960s kitchen sink dramas like This Sporting Life, and John Huston’s boxing drama Fat City. It shows a different side to Hong Kong cinema than western audiences were used to. It came out the same time as Zu Warriors from the Magic Mountain and Jackie Chan’s Project A. Hong Kong Hong Kong benefited from the free flow of rostered actors attached to TVB – the dominant broadcaster being able to work for Shaw Brothers film productions. Protagonist Alex Man, like other stars of his era including Chow Yun-fat and Simon Yam Tat-wah came through TVB’s acting school that nurtured talent from all walks of life from first-jobbers, to former models and policemen.
Man brought experience from television and stage roles to his film performances which makes Hong Kong Hong Kong more powerful.
Finally 1980s the city of Hong Kong itself plays a fantastic role to the drama. From the opening tracking shot taken somewhere above Kennedy Town to the composite buildings and Shangri-La Hotel in Tsim Sha Tsui – to migrant slums that were being dismantled as public housing improved. Hong Kong has continually changed from an architectural point of view, though the pace has slowed recently. Some of the shots pulled at me deep inside as only a home you deeply cared about can.
An Amorous Woman of Tang Dynasty featured Alex Man as a classic wuxi swordsman. The star is Pat Ha Man-jing who would have been 18 or 19 at the time. The film feels more ‘Japanese’ chambara romance than your usual Hong Kong film. Ha’s cleavage is on display – which is unusual as the Hong Kong film industry is more socially conservative. Violence is ok, but risqué films like Sex and Zen with a category III rating often had Japanese actresses in them like Mari Ayukawa and Rena Murakami. The Japanese actresses appeared because of the stigma in Hong Kong society affected actresses careers more than their male counterparts AND the ongoing popularity of Japanese adult films in Hong Kong.
An Amorous Woman of Tang Dynasty shows the two sides of Shaw Brothers productions: great actors and inventive cinematography on one side, together with cheap skating on set design like giant marine plywood panels.
Shaw Brothers had been wounded by the founding of Golden Harvest, he power of the studio system was waning, the Hong Kong new wave movement was taking off and soon ‘mainland collaborations’ would dismantle much of the ecosystem that made Hong Kong cinema great.
I really wanted to like Butterfly on Amazon Prime Video. It had a great cast including Daniel Dae Kim, Piper Perabo and Charles Parnell. It was shot on location in South Korea. It had an interesting take on the privatisation of intelligence operations. But it felt empty and definitely less than the sum of its parts, which is a shame given how well Amazon did on its Tom Clancy adaptions. Butterfly was let down by poor storytelling.
Useful tools.
Yet another LLM. Anara was something I have trialled a little and found useful due to its heavier weighting towards citing research papers compared to the other main LLMs out there. Useful for account planners as another tool in our arsenal to be used in parallel with the more mainstream tools out there, rather than as a substitute.
The sales pitch.
I am currently working on a brand and creative strategy engagement at Google’s internal creative agency. I am now taking bookings for strategic engagements from the start of 2026 – keep me in mind; or get in touch for discussions on permanent roles. Contact me here.
Ok this is the end of my August 2025 newsletter, I hope to see you all back here again in a month. Be excellent to each other and onward for an indian summer, despite some of August already feeling autumnal.
Don’t forget to share if you found it useful, interesting or insightful.
Motorsport fandom is strange. Back when I was a child motorsport fandom was a bunch of anoraks – literally. There was a category of clothing that you could buy from mail order catalogues and retailers like Demon Tweeks called a rally jacket. This was a coat good enough to deal with some cold wet weather branded by a car company or a tobacco brand.
Motorsport fandom, in particular single-seater race series are starting to see very different types of fans who learned their supporting ideas from the K-pop armies which are a symbiot of the artist promotion machine. While both promotion machine and fans are separate with very different tactics, they were united by a common goal to a point.
This isn’t the first time that media has brought in new fans, gaming created fans in the past. But the current motorsport fandom is interesting because of the cultural friction that it brings for drivers and legacy fans. From hate campaigns and death threats against drivers to ‘idol’ style objectification – women are demonstrating traits that would define toxic masculinity. All wrapped up in pastel tinted social media posts and Etsy products – so that makes it all fine, doesn’t it?
WPP has its next CEO – but what do clients make of heir apparent? – It’s not indifference. It’s pragmatism. Marketers like this don’t want to buy into the idea that a leadership change signals sweeping transformation. After all, Rose doesn’t start until September. Until then, they’d rather stay focused on the present, not the promise.
Ryan Kangisser, a bellwether for client perspective thanks to his proximity to them as the chief strategy officer at MediaSense, expanded on the point: “I do think that often the industry cares more about these sorts of appointments than clients do. Especially if clients have got a really solid client lead, or business lead, then they’re the people who they feel are the ones driving their business.”
