Search results for: “martin sorrell”

  • 2025 – that was twenty twenty five

    2025 started warmer, but windier than normal. I had just published a similar post and had a days break before thinking about drafting 2025 as it happened, how it was seen at the time tends to be missed out when we look back with the benefit of hindsight.

    I haven’t written much about the Trump administration, mainly because everything kept changing, so it wasn’t apparent at the time what was really important. Every day felt like a burning platform.

    January 2025

    Small and medium sized business confidence at new low. Japanese convenience store operator Lawson used offshore workers to help customers via digital avatar. Chinese property developer VANKE CEO was detained to help authorities with their enquiries. VANKE, alongside Country Garden, is one of the better ran companies known for corporate transparency. Meanwhile Guangzhou FC (formerly Guangzhou Evergrande) was ejected from China’s professional football league. Amazon announced UK drone delivery service.

    https://flic.kr/p/2qGRp48

    HSBC shut down their first attempt at competing in the ‘fintech’ space. Zing competed with Wise and Revolut in global money transfers.

    On the eve of the JP Morgan Healthcare Conference, the FT highlighted a multi-year decline in digital health investment.

    https://flic.kr/p/2qD2S3E

    Circana research found that GLP-1s weren’t responsible for long term sales declines in snacks and other consumer packaged goods sales.

    Rolex raised their prices across their models by 1-to-3 percent. Louis Vuitton revisited its 2003 collaboration with Takashi Murakami. LVMH Watch Week leaned hard into novelties and featured Bvlgari, Daniel Roth, Gérald Genta, Hublot, L’Epée 1839, Louis Vuitton, TAG Heuer, Tiffany & Co. and Zenith.

    Garzas y garcetas

    Porsche sales dropped, mostly due to 28% drop in China during 2024. Louis Vuitton launched an early 2000s streetwear throwback for its autumn / winter 2025 collection by Nigo and Pharrell Williams.

    While generation cohorts are no better than horoscopes, they have prominence in marketing discourse; Gen Beta started. Publicis Worldwide & Leo Burnett merged to form Leo. Kellogg’s returned to British TV screens with mascot Cornelius the Cockrel in the ad ‘See you in the morning’.

    https://flic.kr/p/2qGym8t

    YouGov consumer opinion analysis of the ad was positive with a degree of polarisation.

     51% say that overall, they like the ad, while only 26% disliked it. That’s a good score, you’d expect an average campaign to roughly take 40% like to 20% dislike.

    UK institution, the BBC shipping forecast turned 100. Half of banned UK crypto ads remained online.

    https://flic.kr/p/2qD2np9

    The earliest iterations of cartoon characters Popeye and Tintin went into the public domain in the U.S – but his likeness and name is still trademarked. STEM content creator Zara Dar made 3x more revenue per video on Pornhub vs. YouTube.

    State laws based on Louisiana’s Act 440 require age verification for adult entertainment sites. In response, Pornhub’s parent company, Aylo, had blocked access in 20 states. This included Florida, a major centre for porn production. Meta launched machine learning powered accounts, it wasn’t well received. Meta pivoted from fact checking to be more combative with the EU, Brazil and China.

    Some US TikTok users signed up to Chinese Instagram analogue Xiaohongshu in protest to TikTok restrictions.

    CDF 24 Wednesday

    Why did the US take action against TikTok? Rutgers University affiliated research from 2023 was the best public reason given. TikTok returned in one news cycle thanks to President Trump’s patronage.

    Cecifoot Paris 2024

    Donald J. Trump became U.S. president again as typhoon-speed winds drove fires in Los Angeles.

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

    Canadian prime minister Justin Trudeau resigned. Edelman’s trust barometer survey marked new societal nadir with a crisis of grievance.

    Oliviero Toscani, the photographer behind Bennetton’s iconic advertising campaigns and work in the fashion label’s COLORS magazine died.

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

    Film director David Lynch died.

    https://flic.kr/p/Ybod9P

    Over the past decade ‘children’s cafeterias‘ which offer free or low-cost meals have grown in Japan from a standing start to over 10,000 venues. (Similar to the UK’s food bank expansion.) 2025 saw 1,794 cafeterias open.

    The majority of cafeterias have no age restrictions. Out of an estimated total 18.9 million annual users, 70%, or 13 million, were children while the other 30% (5.9 million) were adults.

    Across Asia and in diaspora communities around the world, the lunar new year was welcomed in on January 29th. In the Chinese horoscope, it was the year of the wood snake.

    Cellular mobile services in UK turn 40. UK government announced improved atomic clock that will help in more precise, jam-proof navigation. CES was all about generative AI. OpenAI continued to lose money on ChatGPT. Irrational exuberance in LLMs deflated by popularity of DeepSeek.

    How January 2025 memed

    Streetwear’s pivot to avant garde all-black influenced by Rick Owens and Raf Simons with dark eye shadow, was popularised by hip-hop and trap artists out of Atlanta. Playboi Carti was associated with the look. The look got a name inspired by Carti’s Opium record label – opiumcore. Jing Daily claimed that gender fluidity and opiumcore looks were going to trend in China luxury and streetwear.

    https://flic.kr/p/4v1rYJ

    It’s at odds with Chinese government guidance. They deplatformed ‘excessively feminine’ male models and those who ‘slavishly worship’ western culture. Even opiumcore’s name is problematic.

    February 2025

    Donald Trump tariffs announced against Canada, China and Mexico. Samsung head Lee Jae-yong cleared of fraud and stock manipulation charges. Clothing store Forever21 went bankrupt again. Bybit had $1.5Bn of etherium stolen from its ‘offline’ cold wallet – biggest crypto theft to date. Nike collaborates with Skims. Unilever changes their CEO.

    Robert F Kennedy Jr promised to ‘Make America Healthy Again” or MAHA, crystalised the name of a movement that brought together wellness and the political right.

    Jacquemus sold minority stake to L’Oreal & collaboration on beauty products. Creative directors moved around a lot or as Vogue Business put it ‘endless creative director news’. Breitling looks to resurrect a dead Swiss watch brand. YNAP (Yoox Net-A-Porter) closed its China operation. Rolex closed down the watch manufacturing arm of Carl F Bucherer.

    Language learning company Duolingo, shared their new brand book, which was held up as an example of how to capture a brand’s culture, positioning and market proposition. Liverpool Football Club refreshed their brand identity. R3 published their 2024 new business league table. Key takeaways:

    • Publicis was far-and-away the biggest winner
    • Interpublic lost 500,000 USD in business more than they won, what they won in creative, they lost in media.
    Schlafzimmerfenster und Morgendämmerung

    Fuji TV screens tentpole anime show Sazae-san without sponsorships, an advertising boycott over a sexual assault allegation cover-up. Lidl sold out its TikTok shop debut in 20 minutes. Post-production and video FX business Technicolor shut down.

    Simon Kemp launched this year’s Digital 2025 compendium of global online behaviours. YouTube turned 20 on Valentine’s Day. Cory Doctorow’s Pluralistic turned five.

    David Webb announced plans for the end of his iconic financial website which covered the Hong Kong market. Webb was in the final stages of his battle with cancer. Fiverr launched FiverrGo – a generative AI art-working service.

    00EA21628397() motion alarm at 20120618072139

    Taiwanese TV actress Barbie Hsu (pronounced Shu) died aged 48. Hsu was a popular actress across East and South East Asia. The Democratic Party in Hong Kong disbanded.

    HKTaxi – which pioneered taxi-hailing apps in Hong Kong, announced April closure. The Washington Post alleged UK government demanded global backdoor on Apple services. Apple removed protected cloud encryption from UK users. Humane AI has its intellectual property bought by HPE. Humane is shuttered including its AI pin device. Apple launched its iPhone 16e, it featured Apple’s first custom wireless modem. Amazon announced closure of messaging and video app Chime. Promised to continue supporting the Chime SDK, which allows the underlying messaging and video service to be integrated directly into apps. Microsoft announced Skype service closure.

    How February 2025 memed?

    Credit due to Dan Lambden: *LinkedInsincerity (noun)*: A phenomenon observed on LinkedIn characterised by interactions that appear inauthentic, exaggerated, or lacking genuine sincerity.

    These interactions may include overly enthusiastic endorsements, insincere congratulatory messages, and inflated descriptions of professional achievements, often driven by the desire to network or gain visibility rather than foster true professional connections. In essence, LinkedInsincerity represents the façade of professionalism masked by the pursuit of personal gain.

    March 2025

    March started with cold sunny days and the first snowdrops in the park by my house.

    But in comparison to the weather, economic indicators weren’t great. Hong Kong slowed down its retail sales decline. HSBC celebrated the 160th anniversary of its founding.

    _CWL0706

    Launched in 1953, JCB built their 1,000,000th backhoe loader. Volkswagen announced move away from touchscreen-only car controls. AstraZeneca bought cell therapy company esoBiotec. 23andMe declared bankrupt.

    Going upmarket, Moët & Chandon & Pharrell Williams collaborated on a €30,000 limited edition champagne bottle. It was to demonstrate ‘ collective spirit, optimism and human connection’. Lewis Hamilton became a Lulu Lemon ambassador. Willy Chavarria collaborated with Tinder on a small collection with the theme ‘How we love is who we are’. Rolex opened London flagship managed by Watches of Switzerland. Maker’s Mark launched Fielden Rye whisky – their first new recipe in 70 years.

    Starbucks launched a collaboration with Snoopy to reboot sales.

    In media, Sesame Street started shooting its 56th season. But had no distribution partner in place. Yahoo! sold TechCrunch to private equity buyer. The Federal Trade Commission looked into Omnicom’s takeover of Interpublic. Apple loses $1 billion / year on streaming. Medical drama Grey’s Anatomy turns 20 years old. The Grateful Dead celebrated their 60th anniversary with a 60 CD boxset Enjoying The Ride featured live sets recorded from 1969 to 1994.

    In online, old was gold as Yahoo! turned 30 and has enjoyed a mild comeback. (Disclosure, I worked there earlier on in my career.) Digg relaunch announced. Discord planned for IPO.

    Manus, a Chinese ‘general AI agent’ launched beta release that outperformed OpenAI. Deliveroo announced plan to exit Hong Kong operations in April.

    Mobile World Congress saw Xiaomi & Realme show concept smartphones with detachable lens. Apple delayed more personalised aspects of Siri in its Apple Intelligence rollout. Alphabet bought security start-up Wiz for $32Bn. Microsoft turned 50 years old. Oracle systems were breached and health records stolen.

    In other news, Japan marked 30 years since the Tokyo subway sarin attacks. Author and former KGB officer Oleg Gordievsky died. Irish crime fiction author Ken Bruen died.

    How March 2025 memed?

    Geopolitical disruption: The Daily Star is a UK tabloid newspaper with a right of centre, populist editorial voice. It would be a natural ally of the Trump administration; yet the headline on front page of the paper was ‘JD Dunce‘ on the March 5th, edition.

    DSC06315

    Research firm YouGov showed a sharp decline in how UK people saw the US.

    April 2025

    The end of March 2025 was the height of sakura season in Japan and in the UK. The sun greeted the start of April, so did the Trump administration with global tariffs in ‘Liberation Day‘ announcement.

    7E7A0274

    Another thing went up in the US as well as tariffs, preventable disease-related deaths. Pertussis (whooping cough) and measles increased in US compared to last year. Pertussis infections doubled, measles infections grew even more. Spain and Portugal suffered countrywide electricity blackouts.

    The US National Science Foundation got rid of most external advisory panels and the FDA announced move to phase out animal testing.

    On a lighter note another thing going viral was pistachio cream filled chocolate.

    At Watches & Wonders, Rolex launched the Land Dweller, a watch design that is similar in concept to the Oysterquartz, Audemars Piguet Royal Oak and the Vacheron Constantine Overseas. Just as important was the new high-beat movement design rolled out in the Land Dweller. Prada bought Versace. LVMH fashion and leather goods sales fell 5% year-on-year. Added to luxury sector woes were Chinese factories claiming to offer consumers better deals on luxury goods by going direct. One bright note – Highsnobriety found that 40% of American respondents found that sustainable fashion was fashionable. This compared to just 25% of young people (gen-z) globally.

    Advertising Week Europe was held in London. Key topics of discussion included retail media and connected TV from Uber, Carwow and Disney. Adobe provided generative AI designed conference bags. UK marketing spend fell for first time in four years. Hostess Brands became first mainstream brand to promote their products on April 20th – informally 4.20 day that celebrated cannabis use. McVities celebrated the 100th anniversary of the chocolate digestive and Wired magazine celebrated the 30th anniversary of its original website.

    Bluesky announced its plans to verify accounts. Nike sued over the closure of its NFT business.

    In other news, it was 50 years since the end of the Vietnam war. Reggae star Max Romeo died in Jamaica, Pope Francis died in Rome and it was the 100th anniversary of The Great Gatsby by F Scott Fitzgerald. Fitzgerald’s ending to the novel was widely quoted and captured the zeitgeist of April 2025 well.

    “They were careless people . . . they smashed up things and creatures and then retreated back into their money or their vast carelessness, or whatever it was that kept them together, and let other people clean up the mess they had made.”

    I had started a project engagement at Google. This was 20 years to the day when I started my in-house gig at Yahoo! less “plus ça change, plus c’est la même chose” more “history doesn’t repeat itself, but it often rhymes”.

    The Apple iPad turned 15 and AirTags turned 4 years old.

    How April 2025 memed?

    https://flic.kr/p/5A1TnJ

    An article in WARC captured April’s mood for me with the acronym VUCA. The phrase has its origin in the US Army War College during the mid-1980s, who were looking to describe a post-cold war scenario.

    • Volatility: Rapid significant change with little to no warning as to the size of change.
    • Uncertainty: Unclear outcomes as are the causes.
    • Complexity: Multiple factors in play with complex inter-related aspects to them which makes finding a way forward challenging.
    • Ambiguity: the information that is available is open to misinterpretation.

    May 2025

    May started with the warmest day of the year, 26 celsius in London.

    Warren Buffett announced plan to retire from Berkshire Hathaway. The UK and US outline shape of a limited trade agreement. The CIA launched a high production value ad campaign on western social media to recruit Chinese agents.

    https://flic.kr/p/2r2x6zQ

    CNBC’s Jim Cramer celebrated 20 years of his Mad Money show. While 2024 was was the year of semaglutide, Novo Nordisk seemed to snatch defeat from the jaws of victory. It was still a surprise when Lars Fruergaard Jørgensen stepped down as CEO. Unilever discovered a correlation between a particular type of skin microbiome bacteria and positive mental health measures. Consumer DNA testing company 23andMe was sold to Regeneron.

    Alex Mashinsky sentenced to 12 years for fraud related to 2023 collapse of cryptocurrency business Celsius.

    Monocle announced a new book shop and café in Paris. Business Insider laid off over 20% of staff and announced shift to AI. Amazon announced Prime Day to be held in July and did its first brand refresh in two decades. Google refreshed the big G icon. Mozilla announced closure of bookmarking service Pocket. Wikipedia took five years to go from six million articles to seven million around May 28, 2025. DoorDash agreed to buy Deliveroo. Hong Kong congee restaurant chain Ocean Empire closed down abruptly. Nutella announced a new peanut-based variant.

    Dior Couture admitted a successful cyber attack. US telecoms company Charter announced it was buying Cox Communications.

    Political scientist Joseph Nye died. Nye was famous for Soft Power: The Means To Success In World Politics.

    Chart of the month for May 2025

    McDonald’s Restaurants saw a decline in sales. This was down to low income consumers spending less, while middle class earners still weren’t going into McDonalds. Normally when there is a recession, McDonalds should benefit from the more well-off trading down to McDonalds. Instead, fortunes have diverged into a ‘k-shaped’ recession. Lower income earners are hit, while middle classes aren’t. What Axios called the ‘McRecession‘.

    McDonald's quarterly sales growth

    How May 2025 memed?

    The conclave to select a new Pope shined a light on all things Vatican related. President Trump got in on the act via his social media feed. Robert Provost was elected pope in a relatively fast conclave. His election surprised prediction markets. Recent film Conclave became a must-watch film as it was a good guide to the process of electing a new Pope.

    https://flic.kr/p/2r2nTUG

    June 2025

    June started with changeable spring-like weather with rain from London to Tokyo. The UK government published its Strategic Defence Review. A Ukrainian operation destroyed Russian aircraft deep inside Russia using small drones concealed in containers. Israel launched attacks on Iran.

    https://flic.kr/p/2pABD51

    CEO Mark Read announced he was leaving WPP at end of 2025. Apple’s ‘Shot on an iPhone’ campaign won at Cannes. Apple launched a new ‘shot on an iPhone’ film featuring Stormzy.

    https://flic.kr/p/2rcx7DT

    US Vogue editor Anna Wintour moved to more hands-off role as chief content officer at Condé Nast.

    Unilever bought ‘chemical-free’ direct-to-consumer men’s personal care brand Dr Squatch for $1.5Bn. UK discounter Poundland was sold for a pound.

    Hong Kong legalised basketball betting by Hong Kong Jockey Club. This will attract mainland gamblers where basketball has a huge following in comparison to soccer or horse racing. Asian currency arbitrage opportunity indicated a problem in US finances.

    Bill Atkinson who was part of the original Mac and General Magic teams died, as did soundtrack composer Lalo Schifrin.

    Meanwhile Apple’s WWDC felt like Mac-orientated conferences of years long past. AI was sprinkled in features with a focus on on-device AI models. Oakley and Meta collaborated on smart glasses. Flickr roles out creative commons 4, giving creators greater control over their image rights.

    Chart of the month June 2025

    Podcast advertising showed signs of maturing with slowing growth according to WARC.

    https://flic.kr/p/2r9Rjyv

    How June 2025 memed? – TACO

    Jean-Luc WOLF-2025-05-23-12-00-09

    From US foreign policy to trade negotiations the TACO trade dominated. TACO was shorthand for ‘Trump always chickens out’ – markets bet against the Trump administration’s commitment to a course of action – which starts to become a dangerous bet to make when this viewpoint becomes sufficiently visible. Operation Midnight Hammer being the exception that proved the rule.

    July 2025

    July started off with a heatwave. The Big, Beautiful bill passed in the US senate and congress. In the UK, on of the biggest things that happened in 2025 was that 16 and 17 year olds got the right to vote. The Communist Party of China turned 104, the United States celebrated its 250th anniversary of its founding. It was the 40th anniversary of Live Aid – so Live Aid was the equivalent distance in time from us to what the end of the second world war was to Live Aid.

    Perplexity AI touted a nascent advertising offering around media agencies. Chinese multi-modal AI model Kimi launched. One of the more interesting aspects was the ability to upload up to 50 documents for reference. But it didn’t deliver as well as promised, I will let the Web Curios newsletter tell you the rest:

    …when I played with it earlier this week it quickly became apparent that this is a mendacious little fcuk and will spit out completely-invented material with a glee unmatched by any of the actual, paid-for, top-end models; as such I can only recommend it as a fun thing to poke around with rather than a free alternative to the big players. 

    Apple supported the cinema launch of its film F1, with a haptic trailer, which used the vibrating motor on the smartphone alongside the speakers. The film did well at the cinema, so Apple bid for formula 1 streaming rights in the US.

    DSC01733.jpg

    K-pop band BTS announced return with news music and global tour. The Observer laid bare lies and deceit behind bestseller The Salt Path. Media executive Linda Yaccarino resigned from Twitter (X).

    https://flic.kr/p/6hG5Yf

    American celebrity and televangelist Jimmy Swaggart died, alongside long-time DJ producer Eamon ‘Ame’ Downes and former Conservative Party politician Norman Tebbit.

    How July 2025 memed?

    In the same way that in the mid-1990s onwards to 2000, the internet became part of culture as much as a technology people used, AI has been having a similar movement since 2023 onwards. When you combine AI with highly memetic training content and accidents ensue, so it was with Grok AI becoming ‘Mechahitler‘ and edgelords around the world rejoiced in their childhood bedroom or parent’s basement. Grok is considered to be an AI without a ‘woke ideology’.

    https://flic.kr/p/H1yrdN

    Grok didn’t magic the name ‘Mechahitler’ out of thin air, it is a character from the Wolfenstein series of games based on various alternative history scenarios of world war two. It’s emulated by cosplayers and a film had been in development for over a decade.

    Mechahitler as a meme beat out BURRITO – Bold Unilateral Retaliation Regardless of Inflation Trade or Order, which came from the TBOY podcast.

    August 2025

    July bowed out wetter and cooler than much of the month and August opened with winds that made it feel more like spring. It was the 80th anniversary of the atomic bomb attacks on Hiroshima and Nagasaki and the 250th anniversary of Daniel O’Connell. Indonesians protested their government by flying the pirate flag from manga and anime franchise One Piece.

    Panasonic launched an AI-enabled rice cooker in Japan to help deal with the ongoing ‘rice crisis’.

    Vogue saw an online backlash against its first AI model photo shoot. A French livestreamer died live on broadcast – in a manner eerily reminiscent of the David Cronenberg’s Videodrome.

    Adidas launched a collaborative sneaker with Lufthansa. The Ford Transit celebrated its 60th birthday. Nike leans into its ACG technical outdoor brand to drive growth. Seiko celebrated 60 years of making dive watches in a low-key manner with enthusiasts. McDonald’s in Thailand allegedly demanded damages and fired a restaurant manager for having previously been a go-go dancer – who was pictured on her former bar’s social media. It wasn’t clear if it was a franchisee or the Thai McDonald’s partner McThai Co. Ltd who was involved.

    Video effects production house Glassworks closed down. The UK CMA approved Omnicom‘s acquisition of IPG. As the deal went through approvals IPG’s business performance worsened. WPP outlined its vision for an ‘AI-empowered agency‘.

    Intel CEO was asked to resign by The White House because of his ‘connections‘ to China. Later on the US government takes a stake in Intel. The Pakistani energy sector suffered from renewed cyber attacks.

    https://flic.kr/p/2rmo6o8

    NASA Jim Lovell who was famous for being part of Project Apollo died.

    How August 2025 memed?

    ARC Sommer Party 2025 - Damen XV’s und Herren 7’s

    In the same way that Che Guevara was a touchstone for rebellion against established authority in the 20th century – the internet has found its own icon. Ibrahim Traore is a coup leader and Burkinese army officer. Traore has become famous beyond the Francophone region, becoming an icon for protestors from Micronesia to the New Zealand Parliament.

    September 2025

    Autumn weather started in the last week of August, with the rain arriving too late to help out arable farmers in the home counties.

    China, Russia and India met as part of the SCO (Shanghai Cooperation Organisation).

    https://flic.kr/p/2rqN6ax

    China and Russia sign an initial agreement to develop a new high capacity gas line called Spirit of Siberia 2. Oracle’s Larry Ellison becomes the world’s richest man.

    Unilever discovers that microbiome not only affects health, but also aging in a beauty context. Novo Nordisk lost the market for GLP1 agonists to Eli Lilly, 9000 Novo Nordisk employees paid the price. Games Workshop allegedly withdrew Ukrainian language materials in apparent support of Russia. Luxury multi-brand retailer Ssense reorganises as part of its bankruptcy proceedings. Arc’teryx staged a stunt in Tibet that was universally panned.

    ITV celebrated its 70th birthday. Long time online blogging service Typepad closed down. Online news aggregator Techmeme turned 20. Google Docs turns 20 and Google Chrome browser market share exceeds 70 percent. AOL discontinued dial-up internet services in the US and Canada and was put up for sale for $1.5 billion. That’s still less than $1.50 for every disk and CD that AOL ever sent out to consumers in the US and Europe. The UK security services launched the Silent Courier portal to aid leaks by Russian and Chinese sources. Mastodon launched new services for corporates and marketers. Specialist interest online video networks Playeur and History of Weapons and War (think History Channel meets YouTube documentaries) both closed down, subscription based video platforms are hard.

    Apple continued to lose key engineers to Meta and launch iPhones. Training LLMs sloppily in one aspect of their roles can make their behaviour malicious in other areas. Chinese company makes world’s fastest production car.

    Concerns about an AI bubble started to show up in rate of change in search volume.

    https://flic.kr/p/2rFAR4Y

    In the face of smartphone bans, American school children dug out iPods, Discmans and Walkmans to still have music while they study or just hang out in class. The UK government tested its emergency alerts system prompting a siren sound and this screen shots on smartphones across the country. There was no corresponding SMS text message to feature phones.

    IMG_3066

    Ron Carroll, a Chicago-based singer, producer songwriter died leaving a body of house music behind. Italian film actress Claudia Cardinale died, she was famous for Fellini’s 8 1/2 and Leone’s Once Upon a Time In The West. Giorgio Armani died a week after his last interview with the FT was published. Robert Redford died aged 89, a day after the FT wrote a style article about the tweed blazer he wore in Three Days of The Condor. It didn’t take long for some wags to talk about the ‘curse of the FT’. Yahoo! News covered off Redford’s ‘role‘ in the nod of approval GIF, which made me a bit sad, given for many people that clip of Jeremiah Johnson was all they’d seen of his career as an actor / director.

    https://flic.kr/p/5QtXy4

    How September 2025 memed?

    DSC08454

    Operation ‘Raise The Colours’ saw St George’s flags spring up across England from homes and lamp posts to painted roundabouts. Whilst many of the displays were well meaning, the initative was apparently driven by far right groups. This seemed to be designed to build momentum for a Tommy Robinson rally in London.

    October 2025

    There was a downpour overnight as September rolled into October. The Labour Party conference had finished, leader Kier Starmer had historically low approval ratings. Storm Amy hit the UK that weekend. Britain lost control of its borders. Data analysed by David Webb showed that Hong Kong had a revenue problem from tax avoidance / evasion of tobacco products. The cause was less clear, it may be cross-border shopping trips, smuggling gangs or more likely both. Webb’s website was shut down on Hallowe’en.

    Barclays bought US consumer loans business Fresh Egg.

    The FT claimed that the UK government demanded a backdoor to British user data. The Labour Party conference had finished. Ireland elected a new president in a process marred by a large amount of spoiled votes and low turnout. Scandal dogged Labour decision to abandon China spy case – or as former British ambassador with Chinese experience put it ‘appeasement’ and a ‘masterclass in ineptitude’. Chinese conglomerate BYD sells record number of electric cars in UK as Jaguar Land Rover flounders from cyberattack by suspected ‘state actor‘. Mercedes Vision Iconic concept car unveiled in Shanghai, looked like the vehicle the relaunched Jaguar brand would want to build. The grill design mimicked a vintage Mercedes 600 ‘Grosser’ and was a world away from the current nadir of the car brand.

    https://flic.kr/p/2rzWYM5

    Apple released upgrades of three products with its M5 processor. LVMH offered hope of business growth. Adidas unveiled its football for the next world cup called Trionda which looked like a shanzhai Poké Ball (used for catching and storing Pokemon). Toyota won its ninth manufacturers championship competing in the FIA WRC (world rally championship). 2025 marked their fourth back-to-back championship win.

    Indonesia blocked TikTok and then unblocked it when the platform provided user information. Analytics suggested the world usage of social media may have peaked. Amazon hit 200 million US shoppers using Prime. Alphabet celebrated the 25th anniversary of Google Ads.

    OpenAI had teething troubles while developing a new consumer hardware product, and seemingly does deals with everyone for $1 trillion+ of infrastructure – by mid-October it’s easier to list who they hadn’t done a deal with. By the end of October, OpenAI announced for-profit business. Concerns about an AI economic bubble became mainstream. EU looked to promote AI digital sovereignty. Amazon Web Services had an outage, Gigabrain announced the shutdown of their Reddit search tool and pivot to Aire AI video. NHS announced major productivity benefits from Microsoft Copilot trial.

    Palantir CTO Shyam Sankar criticised Jensen Huang and Nvidia (at the head of a vanguard of large American multinationals) on their continued investment in China. The title was subsequently changed on the digital edition of the op-ed in the Wall Street Journal to a more generic ‘Why the China Doves Are Wrong.’

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

    Qualcomm announced AI chips and first client.

    The IPA publishes two pieces of important research. Balance efficiency and effectiveness or risk a marketing ‘death spiral’ – great piece of work by Les Binet and Will Davis that reinforces the message behind The Long And The Short of It. Beyond engagement – understanding influencer payback revealed some of the benefits and pitfalls in conducting paid influencer campaigns. Though some of the more interesting findings were in the details, including the unpredictability of influencer campaign success.

    Actress and director Diane Keaton died leaving behind a diverse body of film and TV work. I thought her role in The Little Drummer Girl is her most underrated performance.

    How October 2025 memed?

    My favourite one of the five ‘core’ trends Jing Daily on Chinese social media ‘fits’ was goblincore.

    319A4118

    The name tells you everything that you need to know. The looks seems to be inspired by video games and cosplay that borrows heavily from Tolkien, who in turn borrowed from European folklore.

    Escapism with a hint of darkness made a good deal of sense in a time of high youth unemployment, economic uncertainty and technological upheaval in China.

    November 2025

    The end of October was wet and blustery. The Economist came out and said that western government debt was at levels unseen since Napoleonic times. Donald Trump threatened to sue BBC. Vaping overtook smoking in the UK. Starbucks sold the majority of its China operations to a local private equity investor. Sony launched a cheaper Japan-only Playstation 5. Funko announced that it would struggle to continue as a going concern due to its high debt level. Celebrations for the 85th anniversary of Bruce Lee got underway.

    Palantir had great sales results, but spooked investors. Microsoft admitted that its efforts to build out computing power for LLMs was limited by access to data centre electrical power.

    Some of the major studios in the porn industry including Aylo who runs Pornhub came together to establish a code of conduct. Why now? China’s equivalent to Grindr have been withdrawn from local app stores.

    Shein keelhauled by the French government due to it selling ‘child like’ sex dolls online. Israel gets rid of Chinese cars in its vehicle fleet as it can’t the vehicles against espionage. An executive at L3Harris was jailed for selling secrets to the Russians. BYD announced UK launch date for Porsche 911 rival.

    RTÉ announced a new daytime line-up for its week day daytime programming on RTÉ Radio 1 to take it through the end of 2025 onwards. Christmas advertising arrived even earlier than last year. WARC claim that advertisers were following consumers who were starting Christmas shopping research earlier. John Lewis’ effort seemed to be a ‘homage’ to the imagery of Charlotte Wells’ film Aftersun. Nick Asbury wrote the best (all be it over the top) analysis of the advert.

    Early research on generative AI produced ad creative had lessons on the best approaches to get effective creative. IPG UK revenue dropped 8.4% quarter-on-quarter in advance of its purchase by Omnicom. Omnicom completed purchase of IPG, a critic described the deal as ‘two drunks leaning on a lamp post‘.

    Nigo’s streetwear brand Human Made listed on the Tokyo Stock Exchange.

    Private equity company Vista claimed job cuts were due to AI automating tasks. One in five UK companies expected to follow Vista’s example in 2026. Law firm Clifford Chance let go of 10% of back office staff due to automation and offshoring.

    Wang Fuk Court in Tai Po caught fire with the flames spreading from tower-to-tower. The whole of Hong Kong went into mourning. At least 146 people lost their lives. The Chinese government was concerned that the tragedy might spark protests.

    How November 2025 memed?

    67

    6-7 featured ambiguously on a rap track and was then picked up by teens to mean everything and nothing.

    December 2025

    The US government published their 2025 National Security Strategy on The Whitehouse website. December started off with rain and Omnicom-IPG related firings playing out in near real-time on Reddit. The share price was up 0.14% by the close of the market in New York. More job cuts were expected as Omnicom hadn’t reorganised its own portfolio of agencies. A presentation that captured the zeitgeist of social media marketing for 2025 was published.

    https://flic.kr/p/2gv9mSj

    Jimmy Lai, who founded Giordano and The Apple Daily was convicted on two counts of conspiracy to collude with foreign powers and one count of conspiracy to publish seditious materials. The UK government response was weak, the US one slightly stronger.

    UK consumer spending dropped at fastest rate in four years. UK arms of discount supermarket brands Aldi and Lidl sold Christmas vegetables including brussels sprouts, turnips, carrots, parsnips and potatoes for 8 pence / bag, (or 84 – 94% discount).

    WARC has research to show that global advertising spend is growing faster than the economy – but that incremental gain is accruing only to the major online platforms.

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

    Prada closes its acquisition of Versace. Nike announced more changes in the boardroom. Superdry and Nike got called out for greenwashing claims. Toyota launched the GR GT sports car. Unilever ice cream spin-out ousted independent board chairwoman of Ben & Jerry’s.

    Mistral launches new open weight models. Jim Chanos went public on shorting Nvidia stock. Disney did a deal with OpenAI.

    Netflix moved forward with a $72 billion bid for Warner Studios and HBO Max. Paramount intervened. Vanity Fair ran a tell-all interview with The White House chief-of-staff. President Trump’s defamation lawsuit against the BBC moved forward.

    Facebook sunset Messenger apps for Windows and macOS. PayPal applied to become a bank. The Pax Silica Declaration was signed by nine nations—the United States, Japan, South Korea, Singapore, the Netherlands, the United Kingdom, Israel, the United Arab Emirates (UAE) and Australia to bolster the semiconductor supply chain from Chinese pressure.

    How 2025 memed?

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

    YouTuber This is Antwon nailed in his description of the year as The Slop Era to capture how generative AI had captured culture in a similar manner to all things internet in culture from about 1994 onwards as the dotcom era kicked off through to the millennial bust.

    404 Media discussed the phenomenon at SxSW, specifically why slop content happens.

    Much of it was created by more technically-oriented people in the Philippines, the Middle East or South Asia who were looking to go viral. The reason why they did it was not to become famous per se but to gain vitality and get paid by Facebook’s creator programme.

    In essence, the slop wasn’t for you or me, but designed to directly target the algorithm and then the creator gets a small share of the subsequent ad revenue. The model worked as a side hustle only because venture-backed AI models are providing a surplus of free tokens to these creators through farmed trial accounts.

    By October, ‘AI slop’ was used as a pejorative for any artwork developed with the help of generative AI including a large public art mural in Chicago.

    The FT worried about what it was doing to our online experience and work lives.

    The people that made 2025

    The most important part of this recollection of 2025, the people I am thankful for (and to) this year including: Ivana Bivolarova, Graeme Brimmer, Megi Cane, Rosa Chak, Matt Charman, Adrian Cockle, Robin Dhara, Waleed Elgindy, Harry Fowler, Tom Gogan, Haruka Ikezawa, Sarath Koka, Matthew Knight, Valia Koleva, Argyro Kyriakidou Wilson, Sarah Lafferty, Dawn Lee, Rupesh Limbachia, Karen Lo, Lee Menzies-Pearson, Nick Moffat, Fiona Ong, Muhminah Raees, David Shearer, Inas Sid, Angeline Velasco, Nadège Verboon, Calvin Wong & Noel Wong.

    The sales pitch.

    I have finished my strategy engagement at Google’s internal creative agency and am now taking bookings for strategic engagements. I can start immediately – 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.

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

    Now on Substack as well as on LinkedIn.

  • Qualcomm smart speaker platform + more

    Qualcomm smart speaker platform for AI-enabled devices – Business Insider – will Qualcomm attract the same developer community as Amazon’s Alexa has? The Qualcomm smart speaker platform will find it hard to get audiences wanting high quality audio as Apple found out with the first generation HomePod. It won’t only be Qualcomm chips that boost the cost but the complete component chain

    Google is making antitrust concessions in Europe – Business Insider – reminds me a lot of the European settlement that Microsoft made with the EU that then facilitated the popularity of Firefox (and Chrome)

    The New Zealand shooter finds support in Islamophobic corners of China’s internet — Quartz – many comments reflected the view that the shooting was a by-product of the West’s excessive political correctness, a perspective that has found increasing support on China’s internet in recent years as part of what’s known as the baizuo, or “white left” movement, a derogatory term used to describe Western progressives that is roughly analogous to the term “social justice warrior.”

    Google Stadia is a Net Neutrality Nightmare – Variety – the numerous unknowns and uncertainties of Stadia, from pricing to game library to concerns over internet latency and speed requirements, what’s truly disconcerting is the unspoken assumption that forgoing hardware is a net positive for consumers and creators alike. Ultimately, the adult in all of us is sick of having to repurchase video game boxes just to keep up (at least, I am). But if a PC is like a puppy in how it brings you some kind of joy or entertainment, you have to ask yourself one question. Would you rent a puppy?

    MoviePass co-founder’s new app rewards you with movie tickets for watching ads | BGR – how many ads would you have to watch and what kind of personal information is being used in targeting? Also what kind of incentives does this set up and is that the kind of demographic an advertiser wants to reach?

    APAC accounts for less than 15% of revenue for holding companies, says R3 – really interesting, especially when I remember Sir Martin (Sorrell) saying at Stream Asia a number of years ago that APAC had more WPP employees than Europe in his state of the union type speech

    The 2019 Lincoln Nautilus | Morning Run :60 | Lincoln – YouTube – interesting ad how Ford’s Lincoln brand is trying to associate the in-car information with the utility (in fitness terms at least) with wearable tech

    Why I’m Swapping My iPhone for an Alarm Clock From 1939 – WSJ – focused design rather than convergence (paywall)

    ThoughtfulGiftCards.com – Is It a Scam, or Just Shady Marketing? | JoAnna Wahlund – interesting marketing tactic / social engineering – I respect the thinking, if not the use that it was put to

    Can a Facebook Post Make Your Insurance Cost More? – WSJ – in Wadds book Brand Vandals I warned that this was inevitable. Seven years later and its now an issue

    Swiss Watchmakers Say Slowing Growth in China Won’t Hurt Sales | News & Analysis | BoF – Switzerland’s watch industry is going through a period of profound change, notably in distribution, as brands focus on developing their own boutiques — brick and mortar or online — while reducing their network of third-party retailers

    Amazon Beauty: Who Is Selling What? An Exclusive Analysis of Over 200,000 Beauty and Personal Care Listings on Amazon.com | Coreinsight – interesting read (PDF) particularly in light of Amazon Kicks Off Spring with the Launch of Belei, its First Dedicated Skincare Line | Amazon.com, Inc. – Press Room – 12 products including moisturisers, serums, eye cream, spot treatments and more

    Most Amazon Brands Are Duds, Not Disrupters, Study Finds – Bloomberg – but then most new consumer product launches are duds

    How Baselworld Can Establish its Relevance Once More | Luxury Society – interesting case study from the Digital Luxury Group. More luxury-related posts here.

    Why “Drop” Retail Is the Future of Luxury Sales in China – “Drops have been popular in China because consumers want to feel that brands are making an effort to design or offer product specifically for them and drop retailing gives brands the opportunity to show that they are focused on doing something special specifically for China”

    Luxury Marketers Can no Longer View Chinese Consumers as a Monolith | Luxury Society – they shouldn’t have ever viewed Chinese consumers as a monolith in the first place

    Walmart Builds a Secret Weapon to Battle Amazon for Retail’s Future – WSJ – (paywall)

    US Army applying new areas of math | John D Cook – expect homotopy type theory (HoTT) to be the new machine learning in a few years

    China’s middle class stress over debt payments as unemployment hits two-year high | SCMP – only a matter of time before this happened due to overheated property market and slowing economic growth

  • Marketing singularities

    This post was prompted by a couple of conversations over the past few days that culminated in the idea of marketing singularities.

    Conversation number one

    A friend pointed out that they’ve got a new job, just received a document on what we’re doing from my global social agency ‘X’. What’s your opinion of them and where do you think client and agency responsibilities should lie? Question number two didn’t really get answered as ‘X’ is a social agency? was a much more interesting talking point. Would they be any good, when did they become a social agency? What just happened? The upshot of it is that social is a thing that everyone is now an expert in.

    surveillance sticker art

    Conversation number two

    I was in conversation with a potential technology vendor for a specific project and I outlined the point solution that I liked about their product, which was something that made them a particularly good fit for said project. They then explained to me why they were so much more than the point solution I required and were in fact a complete CRM-type solution.

    Other peers (let’s not call them competitors, as they have a slightly different world view and do slightly different things) have been acquired by CRM or software vendors. Those that were too big to buy have done deals to integrate their offering as a kind VAR-like partnership.

    Structure

    What these two conversations are indicative of are a pair of marketing singularities.

    Think of marketing as a broadly horizontal industry sector rather than the vertically integrated leviathans that are often brought to mind by the words Martin + Sorrell or the letters W, P +P respectively.

    I would consider the marketing groups to be more analogous to conglomerates than integrated marketing creatures. Competing clients and bespoke client needs create the need for different marketing brands and single purpose agencies but for many parts of the business they tend to operate independently from a day-to-day operation. Collaboration and genuinely integrated working are journeys to be yet taken rather than destinations that they will be soon arriving at.

    WPP are an interesting organisation in that as a conglomerate they have tried to build a vertical stack of agencies and technology vendors. They own a variety of technology companies particularly involved in the purchasing of online advertising (programmatic advertising or real-time bidding as it has been called in the past).

    There has been concerns amongst amongst the ad worlds largest clients that groups may use their privileged position as vendor and agency to play against their clients. Major brands seem to have developed a distrust of both agency trading desks and the lack of transparency into market data. Instead of giving agencies an unfair advantage and allowing them to play both sides of the trade, they are bring the trading desk in-house.

    So there is both client pressure and expertise factors that come into play which suggest the horizontal model is likely to be dominant for some time to come – now matter how many spreadsheets using a Monte Carlo method are developed by investment banks predicting a sure-fire success.

    However within this  horizontal model there some consolidation happening. On the one hand tools are rushing towards total customer information awareness. The key problem is one of structure, tools are used to selling into one kind of person (someone like me), not re-engineering a business from the ground up. Secondly relationships with agencies are not going to provide the kind of trust and access that would be required to fulfil the full potential of this vision.

    You could imagine the conversation in the board room

    Hi Mr CEO, Sterling Cooper Draper Price, the marketing agency the last CMO appointed want to re-engineer our business with their social software.

    Wait a minute Mr CTO, when did we have Sterling Cooper on board? What happened to McMann and Tate?

    They were fired two years ago by the last CMO, who left six months ago

    Our current CMO handed in her resignation yesterday, to start her own yoga retreat franchise. No doubt the new one will want their own agency…

    Ok, so a bit of poetic license is used in this thought experiment, but the point is suppliers like marketing agencies tend to be changed more frequently than the vendors of key business systems. Something has to change radically for this work.

    Whilst on the agency side of things everyone has tried to ‘own’ the social space as there is client fatigue over what that now means. And while social is now something everyone does at a marketing agency level, there are less individuals who are willing to admit that they have a specialism in it; as it seems to have about as much long term career growth in it as being a CB radio operator. More marketing related content here.

  • Inhibitors and other news

    Inhibitors

    WPP CEO Sorrell Says Regional Offices Can Be ‘Inhibitors’ | Advertising Age – interesting tension happening here; part of the reason for the inhibitors that there isn’t a power to yes is because the power structures aren’t designed right. A second inhibitor issue is also that the centre is all asking for the wrong things. Often HQ has the power to say no; not the power to say yes where they haven’t come up with the idea. All of these inhibitors means that agency side pan-regional roles will be under threat. More related content here.

    Business

    Top 10 Strategic Technology Trends in China — China Internet Watch – interesting bits particularly around changing business models

    Consumer behaviour

    In Europe, knowing your neighbor doesn’t necessarily make you happier – Quartz – interesting consumer data, that asks questions about what community actually means

    Growing Up Grows Up | CEB Insights – more democratic collaborative households

    Culture

    leet speak (FBI) | Muckrock – I love this FBI guide to online acronyms

    Finance

    How to manage all your financial affairs from a $20 mobile phone | Quartz – another article on MPesa

    FMCG

    Colgate is betting that you care as much about your pet’s mouth as your kid’s | Quartz – interesting trend

    Health

    No more fillings as dentists reveal new tooth decay treatment | theguardian.com – sounds really simple but is cool idea

    Hong Kong

    WATCH: Hong Kong ad depicts domestic worker in ‘blackface’: Shanghaiist – interesting how social media is lengthening this story

    Luxury

    Global Textile Trends Round-Up: The Implications of Fabric Innovation – Nanotechnology – interesting article by Euromonitor

    Marketing

    The A to Z of mobile marketing: 26 trends to inspire you | Econsultancy – I find the idea of heavy pages horrifying

    Should Brands get Involved in Political Issues? – Euromonitor International – interesting that this is coming out of marketing rather than CSR

    Media

    Financial Times Testing Time-Spent Ads – Business Insider – interesting move. Will engagement on a page mean that one is more likely to click on ads below the fold or will content just be ignored, would need more detail on click through rates or even conversion rates if possible

    As Weather Channel Blows Yahoo Off Apple’s Upcoming iOS 8, App Storms Ahead for Mayer | Re/code – adds a stick to beat management team with, needs to be careful about stocks default app

    Online

    Are links dead for Yandex? | Econsultancy – interesting article on Yandex SEO

    Indian chat app Hike adds private mode and 100MB file sending, as it hits 20m users – looks like a me too product

    Retailing

    UK shoppers are turning German when they walk into a supermarket | Quartz – Aldi finally getting some respect. I would go there if there was a branch close to where I lived

    Security

    Nokia ‘paid millions to software blackmailers six years ago’ | Reuters – Finnish telecoms equipment company Nokia paid several million euros to criminals who threatened to reveal the source code for part of an operating system used in its smartphones some six years ago – did this make the move away from Symbian even more attractive?

    BlackBerry Launches BBM Protected For Confidential Instant Messaging | TechCrunch – does this mean normal BBM will become less secure?

    Software

    AnandTech | Manual Camera Controls in iOS 8 – offers interesting application opportunities. How long before we see a Contax camera app for example?

    Technology

    Qualcomm for ARM? Intel for MediaTek? Pondering Chip M&A – Barrons.com – interesting discussion on tax inversion

    HP Machine: Memristor pioneer explains his discovery- The Inquirer – this looks like a really interesting discovery by HP

    Telecoms

    Nokia ‘paid millions to software blackmailers six years ago’ | Reuters – Finnish telecoms equipment company Nokia paid several million euros to criminals who threatened to reveal the source code for part of an operating system used in its smartphones some six years ago – did this make the move away from Symbian even more attractive?

    EU, South Korea to Ally on Faster Mobile Access – WSJ – it is a smart move. Impressive that Huawei is investing 600 million dollars through 2018 on next-generation networks.

    Web of no web

    Blippar buys augmented reality firm Layar – interesting consolidation

    Wireless

    EU, South Korea to Ally on Faster Mobile Access – WSJ – it is a smart move. Impressive that Huawei is investing 600 million dollars through 2018 on next-generation networks

    Chinese gov’t reveals Microsoft’s secret list of Android-killer patents | Ars Technica – interesting document which gives a fuller idea of Microsoft’s portfolio. admittedly much of it couldn’t be used against many Rockstar members like Sony and Apple – and some of them could be used in a wider attack on Google services

    Here’s Why Amazon Is Actually Smart To Make Its Smartphone Expensive (AMZN) | BusinessInsider – interesting analysis of Amazon’s Fire phone

    Bihar’s largest radio station is not a radio station at all | Quartz – Hindustan Unilever uses mobile airtime to broadcast 15 minute radio segments to consumers

    Qualcomm for ARM? Intel for MediaTek? Pondering Chip M&A – Barrons.com – interesting discussion on tax inversion