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  • Compradores + more things

    Compradores and Eurasians of Hong Kong

    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 | FTKempczinski 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.

    China

    ‘Hanger war’: Italy’s fast fashion hub becomes Chinese mafia battlefield | Hong Kong Free Press

    Revealed: The scale of cheap Chinese imports flown into UK without paying any tariffs | Money News | Sky News

    Ikea Shanghai becomes a hot spot for senior dating | International | EL PAÍS English – the problem for Ikea is that they can’t monetise these consumers. They bring their own food, drink the free coffee and keep their wallets tightly closed.

    Watchmaker Swatch apologises for ‘slanted eyes’ ad after China social media uproar | Hong Kong Free Press

    Consumer behaviour

    Steve Ells, Chipotle founder: ‘The public doesn’t like to see technology nearby when they’re trying to eat’ | EPS | EL PAÍS English

    We used AI to analyse three cities. It’s true: we now walk more quickly and socialise less | Carlo Ratti | The Guardian

    Economics

    Greedflation Is Back as Corporations Use the Tariff Excuse to Hike Prices | BIG by Matt Stoller

    The Death of the Amex Lounge: Why the Upper Middle Class Isn’t Special AnymoreThere’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.

    FMCG

    Mister Donut’s New Home Cut doughnuts take nostalgia to extremes with barely any sweetness | Sora News 24

    Domestos: a masterclass on how legacy brands can still cut through

    Unilever Acquires Dr. Squatch: What This $1.5B Deal Reveals About Modern CPG Brand Strategy | Mintel

    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.

    Hong Kong

    Nike sues HK star Edison Chen over alleged breach of contract | Marketing-Interactive

    HK Ghost Signs – beautifully made site documenting historic advertising and industrial signage from back when Hong Kong was a light industrial titan.

    Hong Kong’s busy bankers give its office market a lift | FT contrast this with Collers more sober take on the Hong Kong market Singapore office demand soars 12-fold while Hong Kong remains ‘subdued’, Colliers says | South China Morning Post

    Japan

    Japan’s Hardworking Yakuza — The Viagra Job (2010)

    Luxury

    Is petcare the next luxury opportunity? | Vogue Business

    Luxury blingflation creates opportunity for cheaper challengers | FT – are these premium or luxury? And have the consumers pivoted from luxury to premium?

    Media

    Why Brands Like State Farm and Argos Are Going All-In on Social-First Episodic Videos | AdWeek – storytelling

    Amazon Breaks Up Wondery Podcast Studio, CEO Jen Sargent Departs | Hollywood Reporter – issues with the business model for audio offerings, curious to know if Vox will follow suit? The shows that moved to SiriusXM are interesting, SiriusXM is a subscription-based satellite and internet radio service

    Chinese ‘vertical dramas’ are booming in America. Should Hollywood be worried? | SCMP – Hollywood has done a poor job of having compelling mobile media

    TVB Introduces AI Short Series – JayneStars.com – this follows on from TVB running an AI avatar to host Miss Hong Kong 2023

    Forget about the AI Guess model — let’s talk about Range Rover’s Vogue ad – The Media Leader

    Online

    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.”

    Why Is TikTok Overflowing With AI Country Music Erotica? | Pitchfork

    Philippines

    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.

    Retailing

    Chinese Livestreaming ‘Virtual Human’ Salespeople Are Outselling Their Human Counterparts | 404 Media

    Security

    China Is Winning the Cyberwar: America Needs a New Strategy of Deterrence | Foreign Affairs

    Axios Future of Cybersecurity: 1 big thing: A tale of two generative AI futures – differing opinions from Defcon in Vegas on the impact of AI on hacking and cyber-defence

    Israel Secretly Recruited Iranian Dissidents to Attack Iran From Within — ProPublica

    Inside Beijing’s quiet campaign to sideline Nvidia’s H20 AI chips | DigiTimesChina has told domestic companies to steer clear of Nvidia’s H20 processors, particularly for government and national security projects, raising the stakes for US chipmakers

    Colt Telecommunications Struggles in Wake of Cyber Incident | Dark Reading

    New Zealand spy service warns of China interference | Spacewar

    FBI Warns of Russian Cyber Hackers Targeting Critical US Infrastructure | The Epoch Times

    Colombian Black Hawk shot down by FPV drone | Defence Blog

    EU fires warning shot at Spain over Huawei reliance | FT

    DaVita tells 2.4M people ransomware scum stole health data • The Register

    Software

    Google to provide Gemini AI tools to US government | Robo Daily

    Companies Are Pouring Billions Into A.I. It Has Yet to Pay Off. – The New York Times

    Technology

    ‘AI winter’ is coming, warns leading expert following OpenAI’s botched GPT-5 launch | Graham Lovelace

    Google and IBM believe first workable quantum computer is in sight | FT

    Nigeria deports 50 Chinese nationals in cybercrime crackdown | Reuters

    Tech war: DeepSeek hints China close to unveiling ‘next generation’ AI chips | SCMP

    Tools

    Lumo: Privacy-first AI assistant where chats stay confidential – Proton’s AI assistant

    Is the Flipper Zero the next big car theft gadget? The Verge & Inside the Underground Trade of ‘Flipper Zero’ Tech to Break into Cars | 404 Media

    Web-of-no-web

    Amazon Digital Signage Solutions for Business – interesting AWS / product hybrid

    Harvard dropouts to launch ‘always on’ AI smart glasses that listen and record every conversation | TechCrunch

    Wireless

    Electronic Weapons: Iran Exploits Western Cellphones

  • Your Life is Manufactured

    Your Life is Manufactured is written by Tim Minshall. Minshall is the professor of innovation at the University of Cambridge. He runs the Engineering department’s manufacturing research centre, so has a mastery of his domain. This is immediately obvious from his book, which he manages to write as an exceptionally accessible guide to what manufacturing is, how it is done and hints at why it’s important.

    Your Life is Manufactured

    Before getting into the book to understand why it was so popular, I had a number of questions about the book:

    What was Your Life is Manufactured purpose as a book?

    Your Life is Manufactured looked to demystify how stuff is made. The book whilst accessible is aimed at adults and older children. Minshall keeps things very simple, only once touching on subject matter knowledge name-checking Japanese academic Noriaki Kano‘s work with a very simplified explanation of some of the principles of the Kano model of customer satisfaction.

    His explanation as to why manufacturing is important is basically because everything around us is made. He avoids the economic reasons including:

    • Increased economic productivity
    • Increased growth
    • Widespread employment for skilled workers
    • The national security adjacent area of resilience

    All of which are very important, pertinent points for the UK. Minshall’s choices about what he left out of Your Life is Manufactured is as interesting as what he left in. Whilst the book deplatforms the romantic notions of many environmentalists, Minshall assiduously avoids political territories.

    Why is it needed?

    When I was a child, I remember other children in my primary school didn’t know that milk came from a cow. They had no idea what happened before the jug of milk appeared in the fridge of their local supermarket. Urban living had divorced many people from nature.

    I spent a good deal of my time on a small holding in the west of Ireland as a child, so got to see a cow being milked and the creamery tanker taking away from the milk from the churn to be processed. For those who hadn’t seen this process, city farms started to spring up as educational aids giving a basic if romantic view of farming life.

    But we all had an intuitive view of what manufacturing was. While it seems arcane now Unilever’s local factory used to blow a steam whistle signalling the changing of a shift across its large industrial site. It marked the time when I set out around the corner to infant school.

    Early on Sunday morning, there was a sharp blast which signalled the weekly cleaning out of the boilers, steam and smoke bellowed into the sky followed by the distinctive smell of the boilers contents.

    There were similar sirens at the local shipyards and at other factories. Ships carrying cargo would regularly sound their fog horns. Lorries trundled in and out of factory gates and along nearby roads.

    Large factories like the Shell Stanlow oil refinery, the Bowater paper mill and the Vauxhall car plant held open days where workers would take friends and family around the plant showing them what it did and inspiring young minds. Years later, as a student, one of my jobs was running the visitors centre for a terminal that processed natural gas.

    There was innate curiosity about how things were made. I still have my collection of ‘How It Works’ encyclopedia that I had as a child. My parents sold the original early 1970s part works series in a cardboard box that my Dad had collected and sparked my interest in the version I now have, which we upgrade to when I was still in primary school.

    Meilin and trip to Fortress Foxconn

    During my career, I have seen several manufacturing processes including a giant printing works in Shenzhen, the infamous Foxconn factory complex and Global Foundries Dresden semiconductor fab.

    Now with globalisation and delivery to the door many children of all ages are completely divorced from the means of production. Your Life is Manufactured is a small step in what would need to be a larger process to ground the general public in manufacturing and why it’s important, yet fragile.

    Overall thoughts

    That Your Life is Manufactured is considered a business book of note, says a lot about how deeply the British people are separated from how things are made – and that’s a frightening thought. Minshall’s book is a good first step in opening up British minds about manufacturing and its requirement of a place in our society. It’s immensely readable and woke me up to the collective ignorance surrounding me.

    You can find more book reviews here.

  • Motorsport fandom + more things

    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.

    rothmans

    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?

    Beauty

    ‘A marker of luxury and arrogance’: why gravity-defying boobs are back – and what they say about the state of the world | The Guardian

    Business

    Microsoft saved $500 million last year thanks to AI. This year, it’s laid off 15,000 employees | Quartz

    China

    Thinking Through Protracted War with China: Nine Scenarios | RAND and Trump is enabling Chinese power – by Noah Smith

    Consumer behaviour

    More than “I do”: Legal status and cultural distance shape marriages and separations | CEPR

    The evolution of stupid | FT – this reminded me of the debate about calculators in maths and physics exams when I was at school

    Design

    Why carmakers need to bring back buttons

    How Renault is speeding up car development to match Chinese rivals | FT

    ‘When was the last time I saw one of those?’ Car magazine – on the consumer’s obsession with screens over driving experience

    FMCG

    Japan’s mayo king calls time on baby food as inflation bites and births fall | FT

    Health

    A Close Look at Auxiliary Prescription Labels | Inconspicious Consumption – interesting intersection of regulation, consumer experience and design

    Japan

    Alimentation Couche-Tard drops its $46bn pursuit of 7-Eleven owner | FT

    Luxury

    LVMH’s Loro Piana placed under court administration over worker exploitation | FT – it seems to be a feature of the LVMH management ‘system’ rather than a bug

    TikTok won’t grow your luxury brand in the long term | The Drum

    China could give luxury titans a run for their money | FT – this was only a matter of time. See also Swatch activist ups pressure as profits plunge over China weakness | FT

    Marketing

    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.”

    Cindy Rose is the right choice for a CEO (but maybe not at WPP) – The Media Leader

    WPP turns to Microsoft executive as AI threatens ‘Kodak moment’ | FT

    Cindy Rose WPP: Why Cindy Rose will lead WPP to recovery, ET BrandEquity

    Is Accenture interested in all or some of WPP? – More About Advertising – it would make sense for Accenture to do their due diligence at the very least

    Why Nike Quietly Launched on Substack

    Media

    Apple TV+ Became HBO Before HBO Could Become Netflix | Spyglass

    Amazon Breaks Up Wondery Podcast Studio, CEO Jen Sargent Departs | Hollywood Reporter – issues with the business model for audio offerings, curious to know if Vox will follow suit? The shows that moved to SiriusXM are interesting, SiriusXM is a subscription-based satellite and internet radio service

    Online

    Google, Microsoft and Amazon face pressure over data sovereignty – Rest of World

    Shitposting as a National Asset – DARC

    Is Everything a ‘Humiliation Ritual’? | GQ and Humiliation Rituals | Protein – on the nature of social media rewards, but could as easily apply to many unscripted TV formats.

    Reddit at 20: A Look Beyond the Upvotes – 3 Quarks Daily

    Chinese police crack down on young women writing homoerotic fiction | Le Monde – this is interesting because its been an area of Chinese online culture which has escaped censure so far despite the government’s concern about traditional family values under the Xi administration

    Disinformation warriors are ‘grooming’ chatbots | FT

    Retailing

    China falls for American-style bulk buying at Sam’s Club despite US trade tensions | Ft

    Security

    Data Warfare – DARC – interesting theory.

    Axios Future of Cybersecurity: 1 big thing: A tale of two generative AI futures – differing opinions from Defcon in Vegas on the impact of AI on hacking and cyberdefence

    From Tactical Trench Killers to Strategic War Winners: Doctrine, Operational Art, and Tomorrow’s Drone-Enabled Maneuver Warfare – Modern War Institute

    Building Trust in Military AI Starts with Opening the Black Box – War on the Rocks

    The Innovation Imperative: Why Tactical Ingenuity is Not Enough | Small Wars Journal by Arizona State University

    Israel Secretly Recruited Iranian Dissidents to Attack Iran From Within — ProPublica

    Software

    Nikkei Asia podcast on how the Korean media industry and gaming developers are using AI – South Korea pushes limits of AI in gaming and entertainment – YouTube

    Axios AI+ 1 Big Thing: AI’s elusive coding speedup – small sample but interesting study. Part of the problem might be the corpus that would underpin coding for open source projects.

    Five things I believe about actually-existing AI today | Dave Karpf

    Technology

    An OpenAI Acquisition Turns Into a Google ‘Hackqusition’ | Spyglass – hackquisition is the new acqu-hire

    Telecoms

    Broadband’s tiny barbarians gather at BT’s gate | FT

  • Ideas for being a good strategist

    A big shout out first of all to Rob Estreitinho who inspired this post full of ideas for strategists. I have built on his work. Some of the suggestions are what works for me or Rob and may not work for you – but give them a try.

    The Earth from the International Space Station

    Ideas

    1. Read widely – thank goodness my Irish emigrant parents instilled in me the Irish love of reading. My Dad was an apprentice at 14, but has never given up a love of books if he had the chance. My Mum reads less with the lethargy of age creeping up on her, but they both seeded the idea of reading widely to me.
    2. Get an RSS reader – find middle-aged people who used the net back in the early 2000s to early 2010s seriously and mention Google Reader to them and watch them go misty-eyed longing for forgotten online halcyon days. It didn’t make you depressed or hate yourself. While Google Reader is long gone, the underlying technology that enabled it is very much alive. It’s called RSS and Atom – same, same but different. All the RSS readers work along similar ideas; over time you find good sites, you follow them and get more good content from as they update. My tool of choice is Newsblur. But if you want to continue to rely TikTok, Twitter and Truth Social – you do you.
    3. Your bookmarks are gold – on the bookmark bar of my browser I have a range of tools. I use Pinboard to keep every bookmark I have used in my work life for a long time. I go back through them to find quality content to start from for insights when kicking off a project. Anything you get elsewhere will be filtered through context and algorithm rather than quality. I also have a hard drive of old reports that I can go through and over-stuffed bookshelves.
    4. Read weirdly – As a child I read everything in my Uncle’s farm house from the Connacht Tribune , Irish Farmers Journal to Old Moore’s Almanac and Ireland’s Own. Later on, one of the great privileges for me of going to college and then going to university, was the opportunity pick up odd books that would never have otherwise read. I would also browse County Books – a discount book store which allowed me to pick up unrelated academic books like Paul Stoneman’s Handbook of the Economics of Innovation and Technological Change – which is still invaluable today. Using an RSS reader and following other’s recommendations provides a similar opportunity. Finally, subscribe to Matt Muir’s Web Curios to get the edges of the web.
    5. Make your arguments simple. – Going through this filtration process helps make ideas stronger as well as more accessible. My Myer-Briggs type is apparently INTJ ‘the architect’ – I have a clear vision of the thing. But going simpler allows you take stakeholders with you. Ideas only gain power as they pass from person-to-person.
    6. Now make them simpler than that. When I thought about this, it reminded me of Matt Holt, who talked about good strategy being pain. This squeezing process is more than an expression, but a process that forms the quality of an idea.
    7. Use simple words your mum would understand, or use simple words your mum’s mum would understand – as suggestions go were curiously Ogilvian in nature. However I when thought it, they were less helpful pieces of advice than they appear. Older people tend to be more articulate and may have more arcane terms. One thing generative AI does allow us to do is test how an idea would be expressed based on a notional character. So think about simplicity, through the lens of possible audiences.
    8. Always start with a written document – I have found the notes.app on my Mac liberating. I can take my notes with me on my iPhone. I dump in links, language, ideas in to be played with and moved around. Insights and ideation become hybridised as a process.
    9. Know a good meme account for the category you work with. If you don’t know one start with Reddit threads and you start to get a good feel for the themes and memes coming through.
    10. Know a really good podcast your audience would listen to. Searching for podcast recommendations and listening to them can help you get into the right headspace for a given project.
    11. Assume every problem has a fascinating side to it. If you work in strategy there are a few parts of the job to inspire your love of it. The ability to read around a subject, discover the problem at the centre of the challenge you are working, wrestle with that kernel of truth to give creatives something to work with. The process of wrestling the problem usually unearths the fascination at the centre.
    12. Start your presentations with a twist. If you don’t have audience interested at the beginning, you won’t hold it until the end of your presentation. In terms of my personal writing, I use the background behind the number marking the edition of the newsletter to engage the curiosity of the reader.
    13. End your presentations with a lesson. I like this as it reminds me of the old presentation training maxim: tell’em what you are going to tell’em, tell’em it, tell’em what you just told them. Ideas like advertising get better through repetition. The end summary can be just verbal, it doesn’t need to be in slideware.
    14. If you’re feeling spicy, end your presentations with a cautionary note. Being provocative and interesting is good, BUT know your audience before attempting this.
    15. Don’t obsess with strategy frameworks. Strategy frameworks have their place. They are great for establishing a common language – the classic example being the marketing funnel. They’re also good at dealing with the mental blankness that comes from an empty page or screen. But they can also be modified, built-upon or thrown away depending on what solving the problem needs.
    16. Don’t bore your client with strategy frameworks. I’d argue, don’t bore your client. Their problems should be interesting, otherwise why would they get someone like you or me to try and solve them? If we are boring the client, there’s one of three things happening: you’re not solving their problem, you’ve gone off-mission away from the problem and the likely solution or the solution doesn’t solve the problem.
    17. Remember the audience will never read your strategy. The only exception to this is the occasional Venn diagram-based advert creative.
    18. Don’t interrupt people, especially when they’re demonstrating passion. Do remember to record it, otherwise you might be lost in the flow and lose the insights.
    19. Notice what people say and play it back to them. This is a classic technique that is taught to salespeople and was in Dale Carnegie’s How To Win Friends and Influence People. It provides a number of benefits:
      • Ensures that you’ve understood what they wanted to say and you’re clear about it. It’s easier to get an explanation now, rather than later on.
      • Carnegie liked it because he recognised that people liked to be understood.
      • Allows you to build a common vocabulary with the other person.
    20. Start sentences with “I wonder if”. Use this sparingly, but at the right time it is a powerful way of testing ideas and directions.
    21. Observe people, but do so discreetly and don’t weird them out:
      • In coffee shops
      • At a greasy spoon cafe or the Motorway services station
      • On public transport
      • At trade shows. What stuff gets dumped from the collection of brochures they have. What way to people navigate a client’s stand. What seems to be attracting the most attention and the least? .
    22. Say “I don’t know yet” when you don’t know… yet.
    23. Don’t worry about memorising everything you read. If you can retain it all brilliant, but it’s not an exam, you can go back and check references if you are unsure. Instead it’s much more important to understand the topology of the problem and the direction that a solution would need to take.
    24. Do use index cards – one of my favourite things on Amazon is sets of index cards and steel rings to hold them together in one corner. I use this to build my written memory on a clients business and products. I find the act of writing it down helps to build memory structures. I was inspired in this by Umberto Eco’s How To Write A Thesis.
    25. Study ways to find out about things. I am a bit of a pack rat when it comes to tools, reports etc – as are other people I know. One of the areas that strategists have been ignoring up until now, but could learn a lot on in the hobbyist world of OSINT and your local library.
    26. Use Claude AI to explain your own argument back to you – was a recommendation of Rob, I am using Gemini at the moment and it performs a similar role. However I do see the benefit of getting a couple of sets of viewpoints to pressure test your thinking. Previously, I would have done this with colleagues like Rob Fuller or Zoe Healey – generative AI kind of fills the gap and has some serendipity in its inherent weirdness. Whatever way you do it, stress-test your ideas.
    27. Believe people when they say you did great, if it’s written down keep a record of it for your appraisal. But don’t let your personal sense of worth be defined by your career – you are more than your job.
    28. Write with a thicker pen – it forces your handwriting to be clearer, letter shapes better defined. But use a thinner pen when thinking about structure and interconnections. I am a great believer when listening to talks or thinking about presenting a subject to mind map it out on engineering squared paper first. From the flow of interconnections, a natural order emerges.
    29. Write with a bigger typeface – I would focus on legibility rather than size. And no comic sans – not even in irony.
    30. Always change to 1.5 line spacing.
    31. Don’t cheat on your one-pagers by making the typeface smaller. With generative AI now, why would you even do this?
    32. Have strategy pals – but not to the exclusion of types of people. Try and have a diverse social network. It’s very easy to live in an advertising and media industry eco-system and out of touch with the general public.
    33. Cmd+S every other minute. It’s a good idea to build this up as muscle memory, even if unnecessary in services like Google Docs and Office 365. Latency rather than a software crash are the most likely killer of documents nowadays.
    34. Take care to manage your browser tabs, if you use a social bookmarking service, you can always go back to them later.
    35. Buy a random magazine. Your clients might be all about social platforms but magazines, have been, and still are great windows into culture. I have a stack of Japanese style magazines for inspiration and try and buy a local magazine to leaf through when travelling. They are a fountain of future ideas.
    36. Do a walking meeting. I miss doing walking meetings, at the time I had a colleague that lived within walking distance which made the process ideal. I also realise that this is often hard to do, when your project manager has filled you up on back-to-back calls. One thing I remember doing at Unilever was dialling into conference calls on my phone and listening in while walking around my office floor at 100 Victoria Embankment. Admittedly it’s not practical to do when presentations are being shared, or when your contribution is required to be engaged as a note taker.
    37. Breathe while you talk. You have nervous energy, you want to get it all out. Breathing slows your thinking down so those finer elements won’t slip out of your grasp. I know people who swear by Toastmasters as a help to master this.
    38. Daydream for no good reason. We live by the tyranny of the calendar on our phones or laptops and have lost sight of the time needed to think and let ideas worm their way out of our subconscious to the conscious mind at the front of our thoughts.
    39. Have the basics of understanding wetware. The currency of being a strategist is people. We are the voice of the customer (people), clients (who also happen to be people) rely on us to solve problems, creatives rely on our translation of noise into something they, as people, can relate to. We don’t do all that alone, so thank people who’ve helped you and be generous with compliments. It won’t kill you, generally others won’t remember what you’ve done as much as how you made them feel.
    40. Be specific. This manifests itself in lots of ways from reflecting the client’s problem back to being single-minded in a brief given to creatives. Specificity is its own form of clarity.
    41. Listen more than you speak. Good advice for life, not just strategy.
    42. Write a list. Lists are useful brainstorming device, but they are also really useful for self-organisation. Post-it notes are your friends.
    43. Write a stream of consciousness and be prepared to cut and paste it around to organise your thoughts rather like ‘fridge magnet poetry’.
    44. Give yourself 10 minutes to write the clearest answer you can think of. Simplify it in a few seconds with generative AI. Then feel ok that you’ll probably need time to get to a simpler one and remain better when the obvious simplification comes from colleagues.
    45. If it feels obvious, stick with it. This reminded me of Dieter Rams principles of design which extend well beyond design and into problem solving and life in general:
      • Good design is innovative
      • Good design makes a product useful
      • Good design is aesthetic
      • Good design makes a product understandable
      • Good design is unobtrusive
      • Good design is honest
      • Good design is long-lasting
      • Good design is thorough down to the last detail
      • Good design is as little design as possible
    46. Say your argument out loud. This is part of pressure-testing your own thinking. It’s also something that generative AI services can help with as both devil’s advocate and to ‘steel man’ your own ideas.
    47. Admit when you are wrong. Being wrong isn’t bad, it’s part of the learning process and will help you get to better ideas. A former colleague of mine used to talk about being interesting as more important than being right – there are traps in that statement but also something powerful in it.
    48. Say “sorry” when you have to. Sorry is a powerful disarming tool. It helps you get to both interesting and right faster.
    49. Assume the work has been thought through. Just because you don’t get it, it doesn’t mean that others haven’t come up with some interesting ideas. And even if it hasn’t been thought through quite as well as you like, what’s the lesson that can be derived from it all?
    50. Ask questions without judgement. There are no dumb questions, just people who are left dumber due to unanswered questions.
    51. Find reasons to build on things. I found this a bit weird when I first entered agency life. Previously I had worked in the chemical industry, which was regimented and compartmentalised in the way work was done. College was very much about individual effort to complete assignments and essays. Build on this was something that I found female colleagues used to do really well. I remember being sat in a meeting and watch each person play a reverse ‘pass the parcel’ game with an idea. When it came to say their bit in a ‘brainstorm’ they would acknowledge what had been previously said and provide their own innovation as an additional wrapper. It won pitches and increased group cohesion.
    52. Focus on agreeing a direction, not winning arguments. While you were winning the argument, you could have been getting insights to help set that direction in the ideas.
    53. Build a robust strategy rather than a perfect strategy. A strategy that isn’t implemented for a client, may as well not exist. A robust strategy can be optimised based on what happens in the market. The perfect strategy may not even get to market.
    54. Be useful. If a meeting needs coffee or printing off handouts and you can do them. People may not remember what you’ve done but how you make them feel and putting them at ease when hellsapoppin’.
    55. Say you have a clash – leave it at that. Much of what happens inside agencies runs on implicit guilt. Avoid that guilt by saying less, being prepared to not fill silences and don’t explain diary clashes.
    56. When you have nothing to do, read. Well learn at the very least, our world and what’s demanded of us is always changing. Do a course read an article, a book chapter or listen to an audio book.
    57. If you’re tired of reading, write. I find writing very powerful. The process of writing helps me work things out from opinions to problem solving.
    58. If you’re tired of writing, go for a walk. I was working on a brief prior to writing this post and walked from Whitechapel station home. I let my mind wander and I got the central concept of the insight by not thinking about it during that hour’s walk.
    59. If you’re tired of walking, take a nap. Burn out is real, it’s got even worse with project management tools that overburden strategy teams.
    60. If in doubt, try out the Oblique Strategies. Back in 1975, electronic musician Brian Eno and multimedia artist Peter Schmidt came up with what we’d call in advertising provocations. They are particularly useful in trying to break through a mental block. You have a 100 cards about the size of a playing card in a box. Read it, think about it, have a break and come back to it and ask how it can be applied to your problem. There is also an iPhone version of it, but there is something about the tactility of the cards.
    61. Have a healthy snack of choice – our changing workloads chained to messaging apps rather than getting out and interviewing people in focus groups has amplified the need for this advice. I would go further and say avoid the ‘pitch pizza’ – the lowest common denominator selections provided by agencies to fuel the late night efforts of its pitch teams. I have turned to trail mix, zero sugar energy drinks and even Huel at a push instead.
    62. Break your own rules. A former colleague that I worked with at Yahoo! used to talk about ‘guidelines, not tramlines’. Breaking your own rules is about understanding why you have the rule and making a creative choice. Usually rules speed up decision-making.
    63. Make different mistakes. We learn from mistakes, there is a value in them if you think about things in terms of a scientific methodology. But, there is nothing to be gained from making the same mistakes.
    64. Interesting is more important than right, I alluded to this earlier but it deserves its own explanation. Interesting sparks discussions that help get to further insights. This comes from remaining constantly curious and holding a strong point-of-view. As for views, hold on tightly unless there is good evidence to the contrary and then be prepared to let go lightly. This is where I again tell you are more than your job, one of the main ideas it is important to convey in a list like this.
    65. Have a copywriter as an ally. Working on my last brief I had got to the the human insight, but I couldn’t land the concept in a sufficiently resonant way. Going back-and-forth with the copywriter got us there.
    66. Have other strategists as allies. They have walked similar journeys to you and might see things that you are too close on to notice. One of the greatest aspects of working with great strategists is the collegiate attitude to ideas and generosity of thoughts.
    67. Network internally. You would think that work would shine through, but the reality is most people won’t remember what you did. Secondly, that internal networking helps understand the context that your work exists within. Finally, the internal network you have will eventually become scattered across the industry and even client side, opening up potential future opportunities.
    68. Develop an aesthetic. I was fortunate to grow up in a house that wasn’t wealthy in terms of money, but was wealthy in terms of ideas. Part of it was down to reading and part of it was down my Dad’s deep sense of quality. I would love to say that we had less but better in terms of consumption, but we didn’t – there are no Vitra or Eames designed furnishings at my parents house. The closest I have to it is the refurbished first generation Herman Miller Aeron chair I am sitting on and vintage Ikea birch bookcase – rather than their more commonplace MDF pieces. Much of my furniture is gifted or upcycled. My sofa, was originally from the 1970s, my Dad reupholstered it and rebuilt the frame based on materials he had left over from doing his own motor caravan conversion of a Volkswagen (Typ 28) LT-35 van. The sense of quality gave me the confidence to explore my own taste in design, art, literature and cinema. Taste and a sense of what’s important is becoming more important in strategy and the creative industries.
  • July 2025 newsletter

    July 2025 introduction – two-dozen (24) edition

    What a scorcher of month it turned out to be. This edition marks the second anniversary of Strategic Outcomes.

    24 or two dozen as they call it in the bingo halls, is considered be unlucky in Cantonese because it sounds like ‘easy die’. All of which made the number symbolizing a violent political thriller TV series all the more appropriate.

    24 was the name of a must-see action drama that launched in the aftermath of 9/11. The show was quite prophetic in some ways given that the pilot was shot in March 2001 and production began in earnest in July that year.

    Jack Bauer fought terrorist and drug cartel attacks over nine seasons and sold countless DVD boxsets outselling Peter Jackson’s Lord of the Rings: The Fellowship of The Ring. Bauer’s ‘the ends justify the means’ approach caught the zeitgeist of enhanced interrogation and the real-time plot with political intrigue kept audiences hooked.

    Much of this month for me has been dominated by generative AI in terms of the projects that I have been working on and what I have been learning on Coursera.

    AI

    This month’s summery soundtrack for the newsletter comes from French DJ Folamour playing joyful house music that would be very on-point for the early to mid-1990s sets I used to play during the mid-week at the long-gone and largely unlamented Sherlocks bar and Bonkers night club in Merseyside.

    New reader?

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

    Strategic outcomes

    Things I’ve written.

    • I have been thinking a good deal about business cards and their relevance in 2025, there maybe some reasons for optimism given wider trends happening at the moment.
    • Apple developer focus given last year’s problematic pivot to go big on AI.
    • The Hong Kong government banned a Taiwanese game Reversed Front: Bonfire. The game portrayed the Hong Kong government in a poor light alongside their Beijing counterparts. But gaming and politics aren’t as bizarre bedfellows as it would seem on the surface.
    • Optimising my video calling experience took me back through my past life as a DJ to find an appropriate headphone and mic solution for long work calls.
    • Design collaborations and other things including philosophical approaches to building machine learning systems and early smartphone demos.

    Books that I have read.

    • I read Charles Beaumont’s A Spy At War, the follow-on to A Spy Alone which I read earlier on in the year. Beaumont’s story moves from the UK to Ukraine, tracking the lines between Russian corruption and what the Russian intelligence services would call the ‘useful idiots’ of right leaning populist politics. Beaumont doesn’t disappoint with this second story related to his Oxford spy ring, the unnerving aspect of it all is how similar many of the characters seem to public figures. I will let you draw your own conclusions on that.

    Things I have been inspired by.

    Cartier exhibition

    I got to go to the Cartier exhibition at the V&A museum. At first I was thinking about passing it by when I looked at the exhibition catalogue. The photography seemed flat and lacking in lustrousness. The exhibition needed to be seen in person to appreciate the art of the jeweller and gemologist respectively.

    Mid-year trends

    Dan Frommer and the team at The New Consumer & consumer goods focused investor Coefficient Capital dropped their mid year trends presentation which is free to download.

    There were a number of outtakes for me

    • Economics
      • US consumer spending held steady, even as consumer sentiment fluctuated – this might be due to inflation, but you didn’t see a corresponding dip. This was also mirrored in steadily life satisfaction statistics.
      • Consumer price elasticity for ‘Made in America’ products is low.
    • Marketing
      • 97% of US consumers surveyed knew it was Amazon Prime day before shopping – which is a phenomenal level of awareness.
      • 98% of US consumers are aware of AI. Which adds more credence that AI’s place in culture is similar to that of the web and the internet in the mid-to-late 1990s – even amongst people who aren’t actually using it. It is consistently in 0.25% of news coverage since the launch of ChatGPT.
      • Awareness of Ozempic was at 58%, Viagra was at 62% – which says a lot about the power of long-term brand building.
    • Pets
      • Pets are 40 percent of male respondents best friend, but 40% of women view pets as their child.

    Chart of the month. 

    Smart Communications released a report looking at health CX and patient attitudes. There was a considerable variation between consumers by age on trust in AI across both concerns about data privacy and the overall ethics involved. But a majority of consumers in every age group thought that AI would maintain or improve health communications channels.

    health cx

    Things I have watched. 

    Network as a 1976 film was quite prescient. It covers the tension between network television’s quest for eyeballs and the ‘just the facts’ era of Walter Cronkite and his team at CBS Evening News. We have a network executive who sees views in the breakdown of a news reader at the twilight of his career. It also feels like an allegory on modern day influencers and the tyranny of slavishly following the algorithm.

    Barry Lyndon

    Inspired by an article in the Financial Times, I rewatched Barry Lyndon for the first time in years. The first time I watched it was out of curiosity for a few reasons

    • It’s based on the 19th century novel of an Irish hero who bounces through various adventures and eventually dies in a debtors prison.
    • It was a Stanley Kubrick film. Barry Lyndon was made in 1975, after A Clockwork Orange and prior to The Shining.
    • It was similar in concept, if not in execution to the ‘cinéma du look’ movement that I have watched and written about previously in this newsletter. Conceptually ‘‘cinéma du look’ and Barry Lyndon share a common concept, both were looking to replicate an aesthetic. ‘Cinéma du look’ was inspired by the golden age of TV advertising and music videos, Barry Lyndon was inspired by 18th century art.

    Barry Lyndon like the later cinéma du look films were critiqued for putting style over plot lines. And like cinéma du look, Barry Lyndon has become more appreciated with age. The stylistic aspects of Barry Lyndon have appealed to TikTokers and gained new life. I hope the same happens for cinéma du look works that equally deserve the exposure.

     When I was a child, my time was spent split between living on my uncle’s farm in Ireland and the Mersey basin which was a thriving petrochemical hub with giant silver cathedrals to human ingenuity and process engineering. Climate change wasn’t in the public zeitgeist. You would see the stack flares as you drove past plants at night and the mercury discharge lamps dotted along inspection walkways.

    Friends Dad’s worked abroad in the petrochemical industry or in the north sea. It was adventure, it had a hint of danger. That was solidified in my mind when I saw Hellfighters, where John Wayne cosplayed as an analogue of Red Adair. The film is basically an oilfield western BUT to six year old me – giant oil fires seemed cool. Wayne’s character Chance Buckman was an undisguised portrayal of Red Adair and Red Adair Co. Inc even down to Adair’s signature red overalls.

    Yes its got misogny and it’s exactly the same as every other John Wayne film from the 1960s in terms of plot and pacing. Wayne even used many of the same co-stars over-and-over again.

    To my more practiced eye as a former plant process operator turned ad man; parts of oilfield scenarios are a bit hokey. However, the modernist design aesthetic, spectacle and the fire portrayed in the film continues to impress all these years later. The engineering and plant portrayed in the film means that it’s one of those movies my Dad and I watch together, most of the time talking about the equipment used and other minutiae of the film.

    As a film it also does a good job of documenting the oil infrastructure of the Texas panhandle in the 1960s.

    If I had any criticism it is that the film needs a good reprint with a 4K re-scan. I can also recommend Red Adair: An American Hero which was his authorised biography – we had a well-thumbed copy in control room of plant I briefly worked in prior to college.

    Useful tools.

    Image format conversion

    For long time Mac users the go to tool for image conversion is Lemke Software‘s GraphicConvertor. Thorsten Lemke is a legend in the Mac software community, supporting his application since the mid-1990s; back when being a Mac user was an endangered species. I remember first getting a copy on a Mac computer magazine disc in college and found it invaluable ever since. Even now it supports obscure image formats that you won’t have seen in decades like PICT. However if you don’t have access to your own machine and software, a couple of online web services I can recommend at a pinch are SVG to PNG and CloudConvert.

    Visualisation tool

    I have just started playing with MyLens AI and it’s conceptually interesting enough for me to recommend experimenting with it yourself.

    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.

    now taking bookings

    More on what I have done here.

    bit.ly_gedstrategy

    The End.

    Ok this is the end of my July 2025 newsletter, I hope to see you all back here again in a month. Be excellent to each other and onward for the rest of the dog days of summer.

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

    Get in touch