Ni hao – this category features any blog posts that relate to the People’s Republic of China, the Chinese communist party, Chinese citizens, consumer behaviour, business, and Chinese business abroad.
It is likely the post will also in other categories too. For example a post about Tong Ren Tang might end up in the business section as well. Inevitably everything is inherently political in nature. At the moment, I don’t take suggestions for subject areas or comments on content for this category, it just isn’t worth the hassle.
Why have posts on China? I have been involved in projects there and had Chinese clients. China has some interesting things happening in art, advertising, architecture, design and manufacturing. I have managed to experience some great and not so great aspects of the country and its businesses.
Opinions have been managed by the omnipresent party and this has affected consumer behaviour. Lotte was boycotted and harassed out of the country. Toyota and Honda cars occasionally go through damage by consumer action during particularly high tensions with Japan.
I put stuff here to allow readers to make up their own minds about the PRC. The size of the place makes things complicated and the only constants are change, death, taxes and the party. Things get even more complicated on the global stage.
The unique nature of the Chinese internet and sheltered business sectors means that interesting Galapagos syndrome type things happen.
I have separate sections for Taiwan and Hong Kong, for posts that are specific to them.
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.
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.
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.
Motorsport fandom is strange. Back when I was a child motorsport fandom was a bunch of anoraks – literally. There was a category of clothing that you could buy from mail order catalogues and retailers like Demon Tweeks called a rally jacket. This was a coat good enough to deal with some cold wet weather branded by a car company or a tobacco brand.
Motorsport fandom, in particular single-seater race series are starting to see very different types of fans who learned their supporting ideas from the K-pop armies which are a symbiot of the artist promotion machine. While both promotion machine and fans are separate with very different tactics, they were united by a common goal to a point.
This isn’t the first time that media has brought in new fans, gaming created fans in the past. But the current motorsport fandom is interesting because of the cultural friction that it brings for drivers and legacy fans. From hate campaigns and death threats against drivers to ‘idol’ style objectification – women are demonstrating traits that would define toxic masculinity. All wrapped up in pastel tinted social media posts and Etsy products – so that makes it all fine, doesn’t it?
WPP has its next CEO – but what do clients make of heir apparent? – It’s not indifference. It’s pragmatism. Marketers like this don’t want to buy into the idea that a leadership change signals sweeping transformation. After all, Rose doesn’t start until September. Until then, they’d rather stay focused on the present, not the promise.
Ryan Kangisser, a bellwether for client perspective thanks to his proximity to them as the chief strategy officer at MediaSense, expanded on the point: “I do think that often the industry cares more about these sorts of appointments than clients do. Especially if clients have got a really solid client lead, or business lead, then they’re the people who they feel are the ones driving their business.”
Apple development changes was at the forefront of Apple’s WWDC keynote for 2025. I think that the focus on Apple development changes were happening for a few reasons:
Apple got burned announcing sub-standard AI offerings last year.
The new translucent interface is divisive.
The multi-tasking iPad was interesting for power users, but most usage is as a communal device to consume content.
Apple has a number of small on-device models that do particular things well. Which is why Apple needs to get developers on-board to come up with compelling uses.
The Mac still has great hardware, passionate developers and a community passionate about great life-changing software. Apple development focus was coming home.
May 2025 introduction – two little ducks (22) edition
Welcome to my May 2025 newsletter, this newsletter marks my 22nd issue. 22 is known in bingo halls and the Spanish national lottery as two little ducks.
In France, 22 is the equivalent of 5-0 in the English speaking world as slang for the police. 22 is an important number for people who believe in numerology. In Hong Kong, 22 is associated with good fortune. This is down to the number sounding similar to ‘easy’ or ‘bright’ in Cantonese.
I hope that you are tricked into thinking I am bright based this newsletter, so let’s jump in. Inspired by catching up with my old DJing partner Griff, this month I enjoyed the unashamedly joyous pumped-up sounds of Blackpool’s AZYR at the Boiler Room x TeleTech Festival in 2023. In particular the transition at the end of the set between Frankyeffe – Save me and Infectious! – I need your lovin’. (Extra trainspotter points if you knew that Infectious! is a homage / remake of N.R.G’s The Real Hardcore from a year earlier). Wear your headphones, it might be divisive playing the set out loud in the office. More bangers from AZYR here.
New reader?
If this is the first newsletter, welcome! You can find my regular writings here and more about me here.
Things I’ve written.
Predicting market share through share of search volume and what the rise of AI likely means.
Reaching a precipice in hydrogen power and trends in Chinese skincare amongst other things.
Books that I have read.
Careless People by Sarah Wynn Williams. Williams account of her time in Facebook had become the most discussed book of the spring in my social circle. I wrote a long review of it here.
The Road to Conscious Machines by Michael Wooldridge examines the profound cultural impact of generative AI, which is currently experiencing a surge in both its cultural influence and practical applications. Drawing parallels to the internet’s transformative impact in the mid-to-late 1990s, where it permeated various aspects of society and fostered rapid adoption, Wooldridge traces the evolution of generative AI as a phenomenon that emerged gradually over the past half-century. Throughout the book, Wooldridge provides a comprehensive historical overview of AI, including the periods of research stagnation known as AI winters. This historical perspective equips readers with a nuanced understanding of the strengths and weaknesses of AI, enabling them to approach AI adoption with a well-informed perspective.
As I finish this newsletter during the bank holiday weekend, my light reading is Rogue Asset by Andy McDermott. McDermott comes from a long line of British authors like Jack Higgins, Len Deighton, Frederick Forsyth and Mick Herron who provide novels aimed at a shrinking pool of readers – men. At least, if oneis tobelieve what’s said in the media. Rogue Asset hinges on the premise that the UK has a unit which assassinates the countries enemies on a regular basis. Think somewhere between The Troubles era Det and the modern deep state trope. Our hero is snared into the plot by being discovered on the run thanks to his online behaviour – which is attributed to GCHQ; (but isn’t as mysterious as it sounds because of the programmatic advertising technology stack). So far so good for what it is. I will let know if it goes downhill as a read next month.
Things I have been inspired by.
Mmrytok
Limitations are often the mother of invention. That seems to be the theory behind mmrytok. Mmrytok allows you to do one post a day. It doesn’t support HTML formatting, it doesn’t allow you to link out and doesn’t have a newsfeed. So it’s easy-to-use because it’s less sophisticated than Geocities was. In this respect it is to social media and blogs what Punkt is to smartphones. In an always-on social time, I have found it liberating to use. You can see my page here. I heard of Mmrytok thanks to Matt Muir’s great newsletter Web Curios.
No, AI isn’t making you dumber
Australian documentary maker ColdFusion put together an interesting video essay on How AI is making you dumber.
Yes, you could argue that under certain attributes the population isn’t as smart as they have been in the past. Just last month I shared an article by John Burn-Murdoch. In the article he shared data of a longitudinal trend across countries and age-groups struggling with concentration, declining verbal and numerical reasoning. The problem with Burn-Murdoch’s article vis-a-vis the ColdFusion video is the timeline.
His article charts a decline further back than the rise of generative AI services. Mia Levitin in an essay for the FT attributed the decline in reading to the quick dopamine hits of social media content.
A college professor interviewed by The Atlantic put the decline in reading amongst his undergraduate students put it down to a practice in secondary education of atomising content. Pupils in high schools were assigned excerpts, poetry and news articles to read, but not complete books. This has impacted the size of vocabulary and grasp of language that students starting university now have.
This isn’t new territory, James Gleick in his book Fasterdocumented the massive acceleration of information through the late 20th century and its effects on the general public. The underlying accelerant was described by Kevin Kelly in What Technology Wants as the technium – a continuous forward progress due to a massively interconnected system of technology.
There were concerns in research as far back as the late 1980s that television could be adversely affecting children’s reading comprehension and attention spans.
TL;DR – with generative AI you could become dumber, if you use it unwisely – but the problem lies with all of us and what we chose to do with our personal agency.
CIA advertise for Chinese spies
The CIA commissioned a couple of high production value adverts that they’ve been running on social media channels. The adverts are designed to encourage Chinese government employees to come forward as an agent. The sales pitch is about taking control.
A translation of the Chinese tagline: ‘The reason for choosing cooperation: to become the master of (one’s own) destiny‘. More details from the FT about the campaign here, and here’s the twoexecutions currently running on YouTube.
It remains to be seen if the campaign will be effective. The Chinese Ministry of State Security managed to roll-up the CIA’s spy network back in 2010-2012. Up to 30 informants in China were executed.
Montirex
Merseyside sports-inspired lifestyle brand Montirex have published a film telling the brand story from its origins to the present day. The brand is expanding beyond its Merseyside roots to get national and international sales.
Trust, attitudes and use of artificial intelligence
A 2025 global study covering some 48 countries was conducted by KPMG in association with the University of Melbourne. Some key insights from the report. Consumer generative AI is being used instead of enterprise options by workers. Generative AI adopters still have self-perceived low AI skills but that doesn’t slow their adoption. There is higher adoption and trust rates in emerging markets than in developed markets.
Year-on-year we are seeing an increase in both distrust and trust for specific AI use cases, indicating that it is becoming a polarising subject. The lowest trust levels is in tech-savvy Finland. More here.
Chart of the month.
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‘.
Things I have watched.
Tony Arzenta (also known as Big Guns). The film is an early 1970s gallo film. French star Alain Delon appears in this classic retribution story based in Milan. As Tony Arzenta, Delon exacts revenge on the former bosses who killed his family by accident in a botched assassination attempt to prevent him from retiring.The film uses a wintry Milan as a good atmospheric backdrop for the action that plays out in a series of shoot-outs and car chases. It’s John Wick before it was even conceived. Delon brings a tension that other stars of the era like Charles Bronson failed to do in similar roles. As Arzenta’s targets flee across Europe, he goes through Germany and Denmark to catch up with them.
Sansho the Bailiff– as a film Sansho the Bailiff comes encumbered with a weight of praise. It is highly rated by film critics and Martin Scorsese had it as one of his must-watch films for young film makers. Director Kenji Mizoguchi assembled an ensemble cast of Japanese actors to tell a story of family hardship and poverty. Kazuo Miyagawa is key to the the production, providing a signature look to the cinematography. There is a tension between the emotional rollercoaster of the story and the reflective nature of the scenes portrayed – I don’t want to say too more, except that even the character actors like Kikue Môri (who plays a pivotal role in the plot as a priestess) are amazing in the film.
Warfare – I was a bit leery of watching Alex Garland’s Warfare after watching Civil War which was strong on aesthetics and emotion, but weak in terms of the creative conceits involved in making the story work. Warfare is the collective accounts of a US military unit during a two-hour fire fight. The story is told from multiple perspectives in real-time. The film captures the stress and boredom of inaction as well as what you would normally expect from this kind of film.
Useful tools.
Reddit Answers
Reddit Answers – alternative to Gigabrain that I recommended back in March. Like Gigabrain, Reddit Answers looks like the kind of knowledge search product that we failed to build at Yahoo! twenty years ago (or NORA as Microsoft has been calling the concept for the past few years). Reddit Answers is powered by Google Vertex AI.
Process online data like its peak web 2.0 all over again
While WordPress installations come with RSS enabled as standard and is something that can then be disabled, many types of sites aren’t RSS enabled. And where they are the web devs will often disable it just because. RSS app will create an RSS feed for websites that don’t have it. This allows you to pull it into data processing using something like Pipes. RSS app starts at $9.99 per month and goes up to $99.99 a month. Pipes starts at free and goes up to $79 per month.
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 in Q4 (October) – keep me in mind; or discussions on permanent roles. Contact me here.
Ok this is the end of my May 2025 newsletter, I hope to see you all back here again in a month. Be excellent to each other and onward into spring, and I hope you enjoyed the last bank holiday until August.
Don’t forget to share if you found it useful, interesting or insightful.
Get in touch if there is anything that you’d like to recommend for the newsletter.
Hydrogen power and hydrogen fuel cells have been around for decades. Hydrogen power fuel cells as an invention were invented in the 19th century. The modern hydrogen fuel cell was refined before the second world war and have been used in NASA’s space programme since Project Apollo. The space programme’s use of hydrogen power inspired General Motors to create a hydrogen fuel cell powered van in 1966. By the late 1980s, BMW had developed a hydrogen-powered engine which it trialled in its 7-series vehicles a decade later.
By the mid-2010s there were four hydrogen power passenger cars using fuel cells: Honda Clarity, Toyota Mirai, Hyundai ix35 FCEV, and the Hyundai Nexo. BMW is collaborating with Toyota to launch another four models next year.
In addition in commercial vehicles and heavy plant Hyundai, Cummins and JCB have hydrogen power offerings. JCB and Cummins have focused on internal combustion engines, while Hyundai went with hydrogen fuel cells. The aviation industry has been looking to hydrogen power via jet turbines.
Hydrogen power offers greater energy density and lower weight than batteries. Unlike batteries or power lines, hydrogen can be transported over longer distances via tanker. So someplace like Ireland with wind and tidal power potential could become an energy exporter.
The key hydrogen power problem has been investment in infrastructure and an over-reliance on batteries. Batteries bring their own set of problems and a global strategic dependency on China.
Toyota is now warning that if there isn’t imminent international investment, that China will also dominate the supply chain, exports and energy generation in the hydrogen economy as well. It feels like me reaching a historic point of no return.
Skincare you can wear: China’s sunwear boom | Jing Daily – A jacket with a wide-brim hood and built-in face shield. Leggings infused with hyaluronic acid to hydrate while shielding skin from the sun. Face masks with chin-to-temple coverage. Ice-cooling gloves designed to drop skin temperature. In China, UV protection apparel isn’t just functional — it’s fashionable, dermatological, and high-tech. Once a niche category for hikers or extreme sports enthusiasts, China’s sunwear market has exploded into a $13 billion category blending climate adaptation, anti-aging culture, and the outdoor lifestyle wave. While other apparel segments slow, the sunwear sector is projected to reach nearly 95.8 billion RMB ($13.5 billion) by 2026 expanding at a CAGR of 9%, according to iResearch.
MACAU DAILY TIMES 澳門每日時報Beware of Li Kashing’s supersized value trap – But as the initial excitement starts to fade, investors are growing nervous, wary of a billionaire family that has a poor track record on shareholders’ returns. The Li clan takes pride in the myriad of businesses and markets it operates in. But what kind of value-add can a diversified conglomerate offer when globalization is out of favor and geopolitical risks are on the rise? CK’s de-rating has accelerated since Trump’s first term, with the stock trading at just 35% of its book value even after the recent share bump. The complex business dealings have made enterprise valuation an impossible task. In a sign of deep capital market skepticism, CK seems to have trouble monetizing its assets. Its health and beauty subsidiary A.S. Watson is still privately-held, a decade after postponing an ambitious $6 billion dual listing in Hong Kong and London. Softer consumer sentiment in China, once a growth market, has become a drag. Last summer, CK Infrastructure did a secondary listing in the UK, hoping to widen its investor base. – Rare direct criticism of CK Hutchison’s conglomerate discount.
Ghost in the Shell’s Creator Wants to Revisit the Anime, But There’s One Problem – Production I.G’s CEO Mitsuhisa Ishikawa—who produced both Ghost in the Shell films—spoke at the event. Ishikawa revealed a key obstacle preventing a third film: finances. He explained that Innocence had an enormous budget, estimated at around 2 billion yen (approximately $13 million), with profits reaching a similar figure. However, the film was planned with a ten-year financial recovery period, and even after 20 years, it has yet to break even.
‘Gucci’s 25% sales collapse should shock no one’ | Jing Daily – “Gucci is so boring now.” “They’ve lost all their confidence.” “It feels desperate — just influencers and celebrities.” Comparing Gucci’s bold, visionary eras under Tom Ford and Alessandro Michele and today’s safe, uninspired iteration reveals a stark contrast. That classroom moment reflected a broader truth: Gucci’s Q1 2025 is not a temporary dip. It’s the result of a deeper structural identity crisis — arguably one of the worst brand resets in recent luxury history.
