Category: culture | 文明 | 미디어와 예술 | 人文

Culture was the central point of my reason to start this blog. I thought that there was so much to explore in Asian culture to try and understand the future.

Initially my interest was focused very much on Japan and Hong Kong. It’s ironic that before the Japanese government’s ‘Cool Japan’ initiative there was much more content out there about what was happening in Japan. Great and really missed publications like the Japan Trends blog and Ping magazine.

Hong Kong’s film industry had past its peak in the mid 1990s, but was still doing interesting stuff and the city was a great place to synthesise both eastern and western ideas to make them its own. Hong Kong because its so densely populated has served as a laboratory of sorts for the mobile industry.

Way before there was Uber Eats or Food Panda, Hong Kongers would send their order over WhatsApp before going over to pay for and pick up their food. Even my local McDonalds used to have a WhatsApp number that they gave out to regular customers. All of this worked because Hong Kong was a higher trust society than the UK or China. In many respects in terms of trust, its more like Japan.

Korea quickly became a country of interest as I caught the ‘Korean wave’ or hallyu on its way up. I also have discussed Chinese culture and how it has synthesised other cultures.

More recently, aspect of Chinese culture that I have covered has taken a darker turn due to a number of factors.

  • August 2026 – the more than eleven edition

    August 2026 introduction – (37) 

    Welcome to the 37th edition of my newsletter or as a bingo caller would say ‘more than eleven’.

    37

    37 in Chinese is largely considered positive as a number, based on its component numbers of 3 and 7. On the Chinese internet 37 is used to say thank you because of its similarity in sound to the English phrase.

    37 seemed appropriate given the searing heat we’ve experienced across Europe during July and August.

    It was roughly this time three years ago when I started writing Strategic Outcomes. I was burnt out working far too many hours at an ad agency due to being massively oversold (150 – 200% utilisation rate during a typical week with new business pitches on top) to clients.

    So took myself to Paris for a short break to recharge, truth be told it took until the end of the year for me to recharge fully.

    I watched programmes, finally finished a great book I had been trudging through for months, while enjoying coffee and cake in the lobby of the George V Hotel.

    The first issue was written in 20 minutes and I didn’t think I would still be writing some three years later. Since then over 600 people have subscribed, I had no expectations – so it was definitely more than I had expected and I am deeply appreciative that it gets a glance, let alone a read; from so many people in such attention-poor times 🙏.

    Over time Strategic Outcomes has developed a format and a voice, but now takes longer to write despite me being more practiced in writing each episode. Secondly, the length of the episode doesn’t equate to the amount of time that it takes to write.

    Onwards.

    The soundtrack this month isn’t the usual track selection or mix, but a podcast from the European Space Agency highlighting sounds that are literally out of this world. If that isn’t your cup of tea then I also offer this live concert recorded in the US by Cabaret Voltaire for radio station KEXP. Think of it as a modern-day version of the BBC’s Peel Sessions.

    New reader?

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

    SO

    Things that I’ve written

    Back in 2015, Stephen Waddington invited people to submit a media diary based on a common set of questions. I revisited during the middle of the CoVID lockdown when we were in peak-Zoom usages. And I decided to revisit again this month to compare and contrast with my past installments.

    Apple is launching a TV adaptation of Neuromancer, William Gibson’s seminal novel and you can see the trailers online. I had been been thinking a lot about Gibson recently from the saturation of the Neo Tokyo aesthetic in mainstream culture to the surreal nature of Silicon Valley which sounds more like Wintermute at every turn. So I curated some video interviews that Gibson had done down through the years; as well as miscellaneous things from around the web.

    ICYMI – Top five shares on LinkedIn

    1. I wrote about Aston Martin putting up for sale the majority of its non-automotive naming rights. It’s an important issue for marketers, but the attraction of the Aston Martin brand for people interested in cars had my post seen much more widely than I expected.
    2. I posted a video where Les Binet discussed brand loyalty from a marketing science perspective and the trap marketers face by focusing on the loyalty of generation-Z customers.
    3. A breakdown of the BBC Research & Development’s research report on the state of the social Internet.
    4. Michael Farmer triangulated advertising agency problems: big workloads, plummeting fees, clients trapped in low growth or de-growth.
    5. Temporal mismatches can affect corporate innovation as much as it can affect hedge fund strategies like Leopold Aschenbrenner’s Situational Awareness LP.

    Books that I have read

    Like many people I read F. Scott Fitzgerald’s The Great Gatsby at school. At the time I was uneasy at the class interpretation of the book as a portrait of a tragedy set in 1920s excess. Re-reading it years later, I thought of it more as a clash of antiheroes dripping of prejudice and latent racism. The book is full of grifters and cads. What makes the narrator a more likeable at a surface level is that he’s a more inexperienced grifter who hasn’t managed to exorcise his own conscience at the time of the incident. Now, more than ever, it feels very of our times.

    It was unintentional that I read Regime Change: Inside The Imperial Presidency of Donald Trump in tandem with The Great Gatsby. Maggie Haberman and Jonathan Swan craft a book that is a blow-by-blow account of the second Trump administration over its first 18 months in office. It’s gossipy without the analysis one got from Bob Woodward’s books on previous administrations. What struck me was the illusion of coherence.

    A lot was made in the media about the publication of Mandate for Leadership The Conservative Promise Project 2025 Presidential Transition Project published by The Heritage Foundation as a plan for government. But Haberman and Swan’s book paint a picture of a government improvising it up as they went along with appointees who were often drowning in their roles. One thing stuck with me more than anything else was how partners like GCC nations and Jeff Bezos who courted the administration were bilked. This didn’t seem to be out of malice but incompetence and ineptitude.

    Finally in a time of a thin skinned administration taking action against its critics, it’s a wonder Haberman and Swan haven’t been embroiled in legal disputes.

    Things I have been inspired by.

    I was thinking a lot about the rise of betting culture, from the rise of Robinhood and crypto wallets or prediction markets to ‘trading courses’ promoted extensively across social media. IPSOS encapsulates the why elegantly with its trend of Nouveau Nihilism. It becomes a rational response to constrained circumstances.

    Luxury brand CHANEL has been doing some interesting fireside chats in their CHANEL Connects project. I was particularly interested in their interview with Thomas Bangalter. He framed Daft Punk in terms of an experiment in anonymity. They were initially inspired by Detroit’s Underground Resistance but that evolved into cinematic science fiction.

    Bangalter’s critiqued streaming media as eroding the ritualistic and symbolic power of listening space. Bangalter avoided generative AI because it reduces art to verbal prompting and pre-calculated outputs. He considered creation as an intuitive, non-verbal journey; bypassing the process misses the entire point of art. More from Bangalter here.  

    Chart of the month. 

    Growing up we were a family who read. My Mum was the first person to sit the Irish leaving certificate and civil service examinations in her family. My Dad, left school at 13 to serve an apprenticeship, but had a love of books. One of the books we had was an account of The Kennedy Family by Joseph Dinneen.

    In the book there is one section where Joseph Kennedy Sr talks about the inciting incident that encouraged him to sell all his shares. Kennedy goes to get his shoes shined near his office. The boy shining his shoes immediately took him for an investor and began offering specific stock picks and market tips.

    Kennedy then realised if a shoeshine boy knows as much about the market as he did, then it was time for him to sell up. Kennedy goes back to his office, closes out his portfolio and starts to short the market in advance of Black Thursday. How true the story was is a whole other story, but the ‘late’ buyer market theory underpinning it is sound enough. When those with the least disposable income are highly leveraged in the market, it means that the pool of ‘new buyers’ no longer exists to push prices higher.

    late buyer market

    Thinking about Joseph Kennedy’s story I dived into how Americans hold wealth. On the face of it Kennedy’s rule doesn’t seem to be coming through at the moment. However there might be several other factors:

    Things I have watched. 

    Many people of heard of Akira, which was originally a manga and then an anime film written and directed by Katsushiro Otomo. Later on Otomo wrote and designed Roujin Z that was directed by Hiroyuki Kitakubo. Roujin Z on the surface of it is social satire that addresses concerns about caring for the elderly population in the early 21st century, there are concerns about technology and the possibility of a resurgent military being authoritarianism.

    The film taps into the phenomenon of social hospitalisation for the elderly where their families would sign them away to hospitals once they were admitted and refused to take them back. This happened because care homes carried a stigma that hospitals didn’t. This stigma came from the post-war collapse of the le system, where the eldest son and his wife lived with his elderly parents taking care of them to the end.

    Stylistically, Roujin Z is interesting for its use of mixed media techniques including live film and photo-reference photogrammetry layout. This was part of a stylistic movement in anime called 90s realism. It includes Perfect Blue, Tokyo Godfathers, Patlabor 2: The Movie and Jin-Roh: The Wolf Brigade.

    Watching it 35 years after the film was produced was interesting in terms of the foreshadowing within the film.

    • At the time Sony was secretly designing the Apple PowerBook 100 for Apple. Its design appears in the film with a Sony logo. The film launched in cinemas at least a month before Apple launched the laptop.
    • Sony appears all over the film and throughout the hospital equipment. It foreshadows Sony’s pivot into elderly care and its abandonment of its iconic consumer electronics business.
    • The film shows a ubiquitous, always-on network with messaging and what we’d now call artificial intelligence. This was way before the web was commonplace.

    The film matches all these heavy themes with great physical comedy.

    Useful tools.

    Copynpaste is a single purpose website that acts as an intermediary moving copy between applications. It’s more of a lifesaver than you realise and works just as well on mobile devices as it does on desktop.

    Googler is a cleaner way of experiencing search. Back when dinosaurs roamed the earth and people came into work hungover, Google was separated from search rivals like Infoseek, Excite and AltaVista by its clean interface. Now you have lots of things on a search engine results page fighting for your attention. If you install Homebrew on your computer, you can then install Googler which gives you the Google search experience without distractions in your terminal window.

    The sales pitch.

    I am a strategist who thrives on the “meaty brief”. The kind where complexity, business goals, and human culture collide, requiring synthesis into actionable insights.

    I have a decade-plus of expertise across the UK, EMEA, and JAPAC, I specialise in bridging the gap between high-level strategy and creative execution. I have been embedded within Google Cloud’s brand creative team, where I helped navigate the “messy steps” of global pivots with the rapid rise of Gen AI. Following the completion of this engagement, I have continued to partner with agencies and founders on high-impact projects. My recent freelance work includes architecting the brand narrative for a fast-moving startup, driving strategic creative for new business pitches, and developing a dynamic sports partnership activation.

    I focus on what works: balancing long-term brand growth with short-term sales. I don’t just write presentation decks; I build campaigns that actually ship. I’m hired to develop, or strategy QA their ideas before they go live, helping leadership teams avoid expensive mistakes. I prioritise commercial reality, smart budgets, and measurable results over cosmetic solutions.

    How I help leadership teams:

    • Strategy QA: I put clarity into complex roadmaps before you commit capital.
    • Cultural Translation: I bridge the gap between technical infrastructure and human adoption, across EMEA/JAPAC.
    • Commercial Grounding: I build strategy for campaigns that ship, prioritising measurable ROI over “hype” metrics.

    The Strategic Toolkit:

    • Brand & Creative Strategy: From B2B infrastructure to luxury travel.
    • AI-Enhanced Planning: Literate in Google Gemini and prompt engineering to accelerate insights and creative output.
    • Modular Strategic Leadership: A proven track record across Tech & SaaS (Google Cloud, Semiconductors), Consumer Goods (FMCG, Beauty, Health), and High-Interest Categories (Luxury, Sports Apparel, Pharma).

    I am an operator who reads—using a deep archive of industry expertise to ensure your next pivot isn’t just “new,” but actually sustainable. If you have a challenge that requires an all-in, hit-the-ground-running strategic lead, let’s talk.

    now taking bookings

    More on what I have done here.

    bit.ly_gedstrategy

    The End.

    Ok this is the end of my August 2026 newsletter, I hope to see you all back here again in a month. Be excellent to each other, stay cool and enjoy the well deserved bank holiday.

    Don’t forget to share if you found it useful, interesting or insightful as this helps other people and the algorithmic gods of Google Search and the various LLMs that are blurring what web search means nowadays.

    Get in touch and if you find it of use, this is now appearing on my blog,  Substack as well as LinkedIn.

  • William Gibson + more things

    William Gibson

    I have been thinking a lot about William Gibson recently. Judging by my social feeds, the Neo Tokyo aesthetic has saturated mainstream culture (from 90s anime clips, tech wear, creator built cyber decks and Hong Kong at night) and our Silicon Valley elites sound more like Wintermute at every turn.

    William Gibson in Berlin, 3.2008

    The K-shaped economy described by Gary Stevenson in his thesis, feels very much like the have-nots of the sprawl trilogy.

    Finally, Apple is on the cusp of releasing a TV adaptation of Gibson’s first novel Neuromancer next year. So I had to post these vintage videos of Gibson as they feel so ‘now’ despite being decades old.

    William Gibson talking about cyberpunk as a genre in 1990. He calls a distinctively post-modern fiction genre. In a prophetic turn they talk about the unique way in which cyberpunk has been manifested into the real world; just not in the countercultural way that Gibson envisaged. Although the relationship now between Gibson’s work and the real world are probably too close for comfort. And there is a great interview with Timothy Leary.

    Related to that was the cypherpunk movement who realised that cryptography was essential to online worlds.

    Cypherpunks were concerned about the government a quarter century before the Edward Snowden leaks and the algorithmic web with a web of data for sale to advertisers and bad actors.

    And in this clip, William Gibson contextualises the early web in this interview

    Business

    The Technology Industry Is Stumbling Down The Path To Becoming A Proper Supply Chain | Forrester – I think is a polite way of saying that the industry has moved from growth to value investment. Whether the industry has a maturity in thinking that reflects this new position is something else.

    China

    Spain’s largest Chinese investment to rely on workers from China | Investment Monitor – very similar to the belt-and-road model elsewhere. Interesting the lack of pushback that came from Spain, given the size of the country’s construction industry.

    Design

    30 Years of Micro Motors to Robot Dexterous Hands: MINDSYNC TECH and Jiangsu Leili Solve the Mechanical Stiffness Problem in Humanoid Gripping – interesting article in Pandaily. It’s basically smaller sizes of strain wave gears. Back when I went to the launch of Automata’s EVA robotic arm launch, strain wave gears came up as a topic of conversation. Robotic precision focused on software because only standardised strain wave gears were available from a limited amount of suppliers like Harmonic Drive. The Chinese seem to have sidestepped this innovation pinch point with powered strain wave gears small enough to operate a robotic hand with a high degree of dexterity.

    Gadgets

    Open Source Vacuum Avoids Cloud | Hackaday – thanks to open source software, a Raspberry Pi board, off the shelf parts and accessible additive manufacturing there is now an open source Roomba style vacuum cleaner.

    ŌURA and LillyDirect to Expand Support for People Using GLP-1 Therapies with New Tools and Savings Options – The Pulse Blog – I was there when wearables were proposed as a digital kit to another obesity management product years before this deal was announced. I am surprised that it took so long. The partner selection implies a heavy female bias to the expected customer base.

    ChinAI #366: Most Companion Robots Die by Day 30 – model capabilities will become increasingly cheap, while scenario-specific evaluation datasets will become increasingly expensive. Most companion products will not die because their AI models lack power, but because users stop opening the app by Day 30.

    Germany

    Watching China in Europe – August 2026 – by Noah Barkin – Volkswagen is now pursuing a strategy that consists of:

    • Doubling down on manufacturing at its EV hub in Hefei, China as part of what Blume describes as an “in China for China” approach.
    • Exporting the cars it produces in China, in Blume’s own words, to Southeast Asia, Australia, India, South America, Africa and Europe, in what looks more like an “in China for the world” strategy (minus the US market).
    • Pursuing mass layoffs in Germany, while luring Chinese carmakers into the German factories that Volkswagen is struggling to sustain.
    • Urging the EU to accelerate and broaden its trade defense measures against Chinese competitors that are seizing market share for plug-in hybrids at an astonishing rate.

    If your head is spinning, you are not alone …

    Ideas

    FCC approves orbital space mirrors, first test satellites will launch this year — large spacecraft reflects sunlight to Earth’s surface for construction sites, search-and-rescue lighting, and more | Tom’s Hardware

    Indonesia

    Indonesia’s 9 Dragons. Who Are They? Are They Too Rich For Indonesia’s Good? | Dr Wealth

    Innovation

    Why the US is losing Chinese AI stars | FT – comparable opportunities at home.

    Russia’s Newest Kh-101 Cruise Missile Upgrade Points to Chinese Help | Wes O’Donnell – the recent upgrade to Russia’s Kh-101 missile capabilities owes far less to stolen Western secrets than it does to Chinese industrial hardware. Whilst espionage may have ironed out a few technical creases, Russia is quietly acquiring the machine tools and microelectronics from Chinese suppliers. These are needed to turn a dormant Soviet-era innovation into a mass-produced reality.

    The rationale for putting such high-spec, durable components like single-crystal engine blades into a single-use weapon comes down to a recent design trade-off. Having substantially increased the missile’s warhead size at the expense of its fuel capacity, Russian engineers required a hotter, vastly more efficient engine to recoup the lost flight range. Manufacturing equipment sourced from Chinese vendors provided the industrial “kitchen” necessary to make this crucial engineering workaround a reality.

    Porous material could pull 1.8 liters of drinking water daily from dry air | TechXplore

    IP

    The 6 wildest claims in Apple’s lawsuit against OpenAI | The Verge – OpenAI allegedly “coached” Apple employees on how to bypass security measures. Apple alleged Tan kept an internal document that outlines employee off-boarding procedures. OpenAI allegedly used this information to warn employees coming from Apple about the company’s security checks and “coached” them on how to avoid it.

    OpenAI advised departing Apple workers not to disclose their new employer and also offered tips on how to avoid a “dreaded walk out,” which would result in their immediate removal from the company, preventing them from accessing Apple’s systems for a standard two weeks, the lawsuit alleges. OpenAI is accused of telling Apple employees not to “sign anything at the exit interview,” and if they’re asked to sign a document, to tell OpenAI “asap.”

    In the lawsuit, Apple says that OpenAI’s alleged tactics “appear to be having their desired effect.” Apple claims it has noticed “a recent trend of employees who are leaving Apple for OpenAI and taking steps to evade security measures,” including workers “ignoring outreach by security personnel to schedule exit processes and security reviews.”

    Luxury

    Why luxury brands are falling for Asia’s queer romance shows | FT

    Rolex accused of hiring ‘crowds’ for Shanghai centenary exhibition | Reddit r/Watches – the use of gig workers to bulk up footfall numbers is unfortunate but understandable. It’s not a great look. They may have not have been hitting footfall numbers.

    Secondly there is a need in Chinese culture for events to be bustling with people. I remember going to the China South City wholesale mall in the Shenzhen region. Some of the car park was converted into basketball courts so that there would be the sound of people there, even if they were having fun rather than purchasing supplies for their business.

    The problem for Rolex got much worse when this story breached beyond the Chinese internet into the feeds of western watch enthusiasts.

    Security

    OpenAI admits AI ‘agent’ caused major cyber breach by itself | FT – I wouldn’t be surprised if there was a certain amount of PR behind this story.

    Royal Navy Drops a Drone Boat Out of a Plane | Maritime Executive – this feels like an important step towards more autonomous warfare, particularly in rapid expeditionary deployment.

    German firm files for insolvency, blames cybercrims who shut down production for 6 weeks | The Register

    UK, EU officially pin Poland energy cyberattack on Russia | The Register

    Space Force officially has its own weapon for taking out satellites | Task & Purpose

    Five Takeaways From the Times Investigation Into Larry Ellison’s A.I. Gamble – The New York Times – The United States had one major advantage in the A.I. race: China lagged behind in computer chip technology. The Biden administration cut off Chinese access to American-made chips, but China could still obtain computing power remotely through other countries.

    In 2024, Oracle made a $6.5 billion deal to build an data centre complex in Malaysia from which it could supply computing power to ByteDance, the Chinese parent company of TikTok, and other foreign companies. Oracle’s facility in Malaysia was soon on track to become the second-biggest in the world, providing by one estimate more than one-fifth of China’s total A.I. computing power. Ellison is now powering the A.I. ambitions of China aka America’s biggest geopolitical rival.

    Cybersecurity expert Steve Sims discusses how hackers are now using AI.

    Software

    3.6 Flash, 3.5 Flash-Lite, and 3.5 Flash Cyber | News from Google – but no Gemini 3.6 Pro yet.

    Exclusive-Beijing is looking at curbing overseas access to China’s top AI models, sources say | Yahoo! Finance

    Microsoft to axe 4,800 jobs as it resets Xbox | FT

    Palantir CEO Alex Karp says ‘something has gone completely wrong’ with how AI is sold | CNBC – Palantir CEO Alex Karp caused a stir by discussing what he says is growing unhappiness among U.S. businesses about the costs to access models from the biggest AI companies, like OpenAI and Anthropic. And he asserted that those customers are getting “no value” from the technology.

    Taiwan

    China-friendly KMT stunts Taiwan’s attempt to grow into a fully formed hedgehog | The Strategist

    Technology

    Hyundai buys SoftBank’s Boston Dynamics stake for $325 million | Quartz – Hyundai is using the robots in its own operations from factories to construction sites. They are even being used in Posco’s steel foundries too.

    RISC-V Is Inevitable, State of the Union Keynote Argues – EE Times

    Axios AI+ |⛽ Trading compute – 1 big thing: Wall Street wants to trade AI compute like oil. This reminded me a lot of Enron’s doomed attempt to trade bandwidth in a similar way, which was the core offering of Enron Broadband Services.

    Wireless

    OnePlus, the ‘Flagship-Killer’ Smartphone Brand, Is All but Dead | WIRED – this surprised me given that Samsung has been on the ropes and OnePlus had such a good relationship with Qualcomm.

  • Consumer grievance: a marketers atlas

    Writing about consumer grievance came from a couple of things. I was watching a lecture by professor Robert Reich at Stanford and it reminded me of Edelman‘s 2025 Trust Barometer report ‘Trust and the Crisis of Grievance‘.

    Edelman’s annual report is a barometer, a global snapshot of who and what consumers trust. As long as I can remember Edelman’s report into trust of institutions has been in decline, but the 2025 report highlighting consumer grievance marked a perceived acceleration.

    TL;DR

    • Why it matters: Most brands treat consumer complaints as a customer service headache to be managed by a chatbot. That is a massive commercial misstep. Grievance is not an admin burden; it is a raw, unvarnished map of what your audience actually cares about.
    • What is changing: We are seeing the rise of a distinct global grievance culture. When trust in traditional institutions wobbles, consumers direct their frustration at the brands they buy from. If you look closely at these grievances, you see the exact gaps where your business is failing to deliver on its promise.
    • The big picture: Two distinct trust economies now exist. There is the formal, corporate version presented in annual reports, and the real-world version lived by your customers. When the gap between the two grows too wide, the goodwill sitting on your balance sheet evaporates.
    and i, for one, will join in with anyone - i don’t care what color you are - as long as you want to change this miserable condition that exists on this earth ~ malcom x (image 2)

    Global grievance

    In the report Edelman posited that trust in institutions was no longer a universally shared civic resource. Around the world, it had become a luxury commodity that is heavily segmented by income and social class.

    Putting my cards on the table

    You the reader should question my interpretation as an enquiring mind. With that in mind, it makes sense to understand my starting viewpoint as I started to go through the subject matter. I agreed with the essence that Edelman’s research has captured. And the bifurcation of the economy is being baked into marketing plans that I have worked on over the past few years.

    I have my doubts about their methods. I believe that their motives are good admittedly moderated by commercial considerations, but I did find myself questioning the techniques used and data transparency.

    I set out to find high quality research that validated, or challenged the concept of consumer grievance.

    Edelman’s original approach was triggered by the 1999 ‘Battle of Seattle’. The survey’s structural model was built upon the mid-1990s theories of Francis Fukuyama. Fukuyama argued that institutional trust was primarily driven by upward mobility, structured legal systems, and guaranteed economic prosperity. 

    The Trust Barometer’s original respondents was restricted to “opinion leaders” or “opinion elites”. That mean’t highly affluent college-educated people aged 35 to 64 with high media consumption and active engagement in public policy. The demographic that prospective Edelman clients would sit neatly within.

    Technological and economic change saw Edelman move to a general population sample. They also moved from telephone interviews to online surveys. The number of respondents increased from 1,300 in five countries to 36,000 respondents.

    2020 saw a change in survey design that broke the idea of ‘to do what is right’ into two attributes:

    • Competence
    • Ethical behaviour

    Business did well on competency but less well in ethical considerations. Government, media and NGOs were viewed as lacking in both . Edelman compensated for this by studying proximal trust and employee trust.

    Edelman introduced the concept of ‘trust brokering’ – an organisations capacity to support dialogue and bridge social divides.

    The Genesis of Global Grievance

    With a flair for drama and storytelling Edelman’s Trust Barometer links the decline of trust and the genesis of consumer grievance back to the 1999 ‘Battle of Seattle’ protests against the World Trade Organisation ministerial conference held in the city. While a wide coalition of both left and right political figures, NGOs, organised labour were there to protest against unfettered globalisation the wheels were already in motion.

    …globalization is not new, but that the present era of globalization, driven by competitive global markets, is outpacing the governance of markets and the repercussions on people. Characterized by “shrinking space, shrinking time and disappearing borders”, globalization has swung open the door to opportunities. 

    Breakthroughs in communications technologies and biotechnology, if directed for the needs of people, can bring advances for all of humankind. But markets can go too far and squeeze the non-market activities so vital for human development. Fiscal squeezes are constraining the provision of social services. A time squeeze is reducing the supply and quality of caring labour. And an incentive squeeze is harming the environment. Globalization is also increasing human insecurity as the spread of global crime, disease and financial volatility outpaces actions to tackle them.

    The above quote came from the introduction to the 1999 Human Development Report (HDR) by the United Nationals Development Programme (UNDP).

    As the 1999 HDR introduction alludes, by 1999 globalisation was not new and was already happening from Japanese consumer electronics to Korean shipbuilding. Instead globalisation was moving at a pace that institutions were no longer able to keep up with it or control it.

    This viewpoint is supported by Professor Reich’s lecture on the factors driving the rise voter interest in populist leaders like President Trump. Reich outlines a four decades-long trajectory marked by:

    • The decoupling of productivity from wages. The US Board of Labour & Statistics paper Understanding of the labor productivity and compensation gap, considers the gap to have opened up in the 1970s. The fissure since the 1970s was also documented by the Economic Policy Institute’s work The Productivity-Pay Gap. The Federal Reserve Bank of St. Louis published research showed how corporate profits decoupled from employee compensation from the early 2000s on.
    • The Reagan era erosion of labour bargaining power. Similar erosion also took place in the UK under the Thatcher government.
    • The concentration of corporate market power. Deregulation from the 1980s on, allowed the financial and corporate sectors to become politically and economically dominant. Reich argued that this created a system average citizens perceived as rigged to favour corporations and big banks over ordinary workers. The 2008 bank bailout while ordinary citizens faced foreclosures cemented this perception. This isn’t only a western issue. 44% of China’s workforce now work in the gig economy.
    • The resulting financial exhaustion of the working and middle classes. American families employed three coping mechanisms to maintain their standard of living. First, they simply worked longer hours. Second, women entered the paid workforce in massive numbers, creating the dual-income household out of necessity. Third, the other measures reached their limit, they tapped into the equity in their homes, until 2008

    The US Bureau of of Labour had three hypotheses for factors driving the labour compensation – productivity gap:

    Globalisation: Increased offshoring shifted production and service activities to other countries. Consequently, income that might have previously gone to domestic workers was reallocated to intermediate purchases and foreign labour.

    Increased Automation: As technological automation increases, the overall need for human labor input drops. When machines replace workers, the share of income dedicated to capital naturally increases relative to the share dedicated to labor.

    Faster Capital Depreciation: Modern business capital, such as computer hardware and software, degrades or becomes obsolete much faster than the heavy machinery used in previous decades. Because these assets must be upgraded or replaced more frequently, a higher share of industry income must be diverted away from wages to cover these ongoing capital replacement costs

    When the report explored specific industry sectors such as electrical power generation and supply, the divergence correlated with a fourth factor, deregulation. This happened to the US energy market in 1992.

    The Energy Policy Act, 1992 created domestic competition. Incumbent local monopolies became more efficient or went under. Productivity was achieved through new technology and aggressive cost-cutting including layoffs. Workers produced far more value per hour, but because the company is fighting to keep prices low to compete, wages didn’t rise at that same rate.

    Two trust economies exist

    But all of these factors didn’t impact across society equally. What Edelman’s Trust Barometer acknowledged, but didn’t highlight at the time was the existence of two trust economies existing in the same space, but for different people.

    The top quartile of income earners trusted the system. The bottom quartile didn’t. This was mirrored in findings by other organisations, notably the OECD’s Government at a Glance 2025 report and UNU WIDER Trust in a changing World 2025 paper.

    There is a decline in governmental trust documented by the Pew Research Center Public Trust in Government: 1958-2025 – a consistent downward trend much longer than 1999, back as far as the mid-1960s for the American public, much earlier than Edelman’s work seems to suggest.

    Business and consumer grievance

    Edelman posits that businesses have become more trusted than governments. It’s a comforting anchor for a business that sells corporate reputation work. The reality may be different. The decline in government trust has merely set a very low bar according to research by Bentley University and Gallup. The rise of zero-sum thinking exemplified by Zero-sum Thinking and the Roots of US Political Differences paper for the National Bureau of Economic Research (NBER), will sweep business attitudes along as part of systemic distrust. The Carnegie Endowment for International Peace posits that this zero-trust thinking has brought conflict within the US itself and driven protests around the world – globalised consumer grievance.

    The Bridging Divides Initiative (BDI) at Princeton University documented an increase in political violence risk factors across the US mirroring the 1960s and early 1970s . German insurance company Allianz warned that this behaviour represented a risk to large businesses across their operations and supply chains. This is outside and separate to government military actions like the US – Iran conflict or the Russian invasion of Ukraine.

    There are problems inside organisations as well. Employer trust has been in decline according to Edelman. The causes are diverse and amplify consumer grievance:

    • Globalisation
    • Automation and LLMs
    • Economic conditions

    Managers are supervising but failing to manage. They struggle to coach or develop their staff sufficiently.

    Media sector consumer grievance

    The media business is seeing the impact first hand. Fear of deliberate deception is at the cente of the World Economic Forum Global Risks Report for 2025. That fear is driving growing divisions in society and between societies, further feeling consumer grievance. According to The Reuters Institute Digital News Report of the same year these concerns about deception are driving audiences away from ‘legacy’ media companies to platforms of editorialists and opinion formers across podcasts, YouTube and other social platforms.

    Edelman claims that this audience migration is down to beliefs about the motivations of media organisations. 75 percent of high-grievance respondents believe news organisations would rather attract a big audience than report what people actually need to know. 67 percent believe the media prefers to support an ideology over informing the public.

    On slight glimmer from Edelman’s data was that trust in traditional media dropped by four points, versus trust in search engines dropping by five. But that delta will be cold comfort to media executives watching their business being eaten alive by technology platforms.

    Goodwill on the balance sheet

    Goodwill on the balance sheet of a company tries to capture brand value, the value of customer relationships and wider stakeholder trust within a business. PwC research provided some empirical evidence to support RoI on the stakeholder trust component of goodwill. But Edelman overreaches in its 2026 Edelman Trust Barometer Special Report: Brand Growth in an Insular World report to try and do the same with brand value. In this case, Edelman tries to use survey responses, rather than observed behaviour data and the scientific method to try and overturn several decades of validated marketing science research.

    Consumer grievance: so what?

    It’s very easy to ignore consumer grievance as ethereal fiction or background noise. Being part of the solution can end up being part of the problem.

    Brand purpose real talk

    For some brands it make sense to pick a side, but if you do commit to the brand purpose. It may cost you, but if you really have a brand purpose, or ‘higher purpose’ as David Aaker called it, then the 30% opportunity cost in marketing effectiveness is worth it in your calculus.

    Effectiveness expert Les Binet’s two question test on brand purpose makes a lot of sense:

    • Would you still do it if you couldn’t publicise it?
    • Would you still do it if reduced your long term profits?

    If the answer to either question is no, then it’s not purpose driven.

    Brand purpose can be a struggle to retrofit. After the success of Dove being re-positioned from a functional product to the ‘real beauty’ positioning; Unilever looked to replicate the effect with varying degrees of success.

    You also need to be aware of brand purpose not being global. Apple, Meta and Nike have made decisions in Asia that are vastly different to what they do in western markets. There is no coherence or congruency in their world view. Neoliberal universal values died in corporations long before they were devalued in mainstream western political discourse. Both the online world and social media will shine a spotlight on this difference. This perceived corporate hypocrisy will increase consumer grievance and reduce consumer trust in the brand to do ‘the right thing’.

    You could make the argument that Apple, Meta and Nike all fail Binet’s brand purpose test.

    Outside of geopolitical differences, even the most basic demographic differences can be landmines for brand purpose. It’s an accelerant for consumer grievance and one that marketers at the likes of Unilever and P&G have either ducked, or got tonally wrong.

    Patagonia is arguably the most prominent brand purpose led brand, yet it faces a slew of dilemmas. You could argue that Patagonia’s self description as being ‘a work in progress‘ is at best a temporary fix with an uncertain sell-by date during a time of consumer grievance.

    Brand promise

    The brand promise is the idea of what a consumer can expect from the product or service that they are purchasing. There is a temptation to reduce costs. You see this with automated services and reduced sized packaging.

    If you are transparent about the trade-off consumers will self-select and be fine with it. Telecoms companies have been doing this for years.

    • Plusnet – BT’s no-frills ISP
    • Voxi – Vodafone’s self service brand that comes at a discounted price

    Does your consumer journey penalise behaviour instead of rewarding loyalty. if it does, that will fuel consumer grievance. Audit these friction points and act on them. Fix underlying operations-related grievances and the customer lifetime revenue will take care of itself.

    You can more content on consumer behaviour here.

  • Moral licensing

    I was thinking a lot about consumption when I came across the psychological concept of moral licensing. Doing something that is thought of as a good behaviour boosts the self image, leading to a sense of justification in a more indulgent behaviour later on.

    It explains incongruity in human behaviours. One example that immediately came to mind when I first read about the concept of moral licensing occurred very early in my agency career.

    Burger queen

    The agency was one of an expanding number of American shops that had set up in London. I was a piss-poor excuse of client services person; but was widely read, had a sharp-thinking strategic head on my shoulders and sounded uncharacteristically authoritative in technology client presentations.

    IMG_2471

    One of the London office’s senior executives was English but as part of their degree secondment had spent some time in the US. Later on, they were working in the Bay area on high technology and consumer brand accounts.

    During that time, they became a Buddhist and were vegan except for the regular Big Mac meal in the office, or, going to and from a new business pitch.

    Given that the global CEO functioned on sipping vodka out of a constantly topped up glass, with periodic runs to the local Starbucks for jolts of iced quadruple expressos, the Big Mac eating vegan behaviour was considered only mildly eccentric by comparison.

    Wellness

    While my burger queen experience is mildly amusing to recollect, moral licensing has a serious health and wellness impact. The consumer wellness market has a moral vocabulary that positions food as a “sinful” indulgence or a “purifying” virtue, and physical exercise as a moral redemption mechanism. This moral framing is a critical structural vulnerability. When wellness, nutrition, and wearable technology brands construct campaigns using moralised binaries, this trigger subconscious moral licensing.

    Higher levels of moral licensing, self-licensing, or compensatory health beliefs (CHBs) are associated with elevated body weight (BMI), increased caloric intake, or heightened body image anxiety.

    The fipside of this is the ‘health as an alibi’ for slim people who are often judged as excessively vain or narcissistic.

    Finally research from North Caroline State University found that customer reward programmes drove long-term consumption habits. They that consumers who regularly purchased lower-calorie meals indulged more when reward opportunities occurred. They had a higher probability of trading rewards for indulgent high-calorie items and desserts. When questioned, they used their prior calorie dietary discipline to justify it.

    Luxurious moral licensing

    There is a well known link between relative preferences for luxury items and a previously expressed virtuous intent. This might be a donation of time or money to a charity allowing consumers to establish ‘moral’ credentials. An example that taps directly into this is Balenciaga‘s capsule collections that collaborate with the likes of the UN World Food Programme (WFP).

    This boost to their virtuosity mitigates the negative feelings and anticipatory guilt typically associated with purchasing frivolous or expensive items. In research it is found to double consumer intent to purchase high-end consumer goods.

    However moral licensing isn’t all plain sailing for luxury brands. There is a tension between luxury brand attributes of self-enhancement and status with moral licensing being related to self transcendence and altruism. Consumers experience the mismatch which negatively affects brand evaluation.

    Moral licensing examples in advertising

    Moral licensing is tapped into in indulgent advertising. A classic example is the current framing in Müller Corner yoghurts.

    Moral licensing was leaned on very heavily during the golden age of TV advertising.

    More information

    New Data Reveals a Big Problem With Thrift Shopping | The Devil Wears Data

    Atoning Past Indulgences: Oral Consumption and Moral Compensation by Thea S Schei, Sana Sheikh & Simone Schnall (2019)

    Associations between Obesity and Diet-Related Compensatory Health Beliefs by Malgorzata OBARA-GOLEBIOWSKA & Katarzyna EUFEMIA PRZYBYLOWICZ (2015)

    Health as an Alibi: The Virtuous Framing of Appearance Pursuits by Stephanie C. Lin, Kaitlin Woolley & Peggy J Liu (2025)

    Health as an Alibi: The Virtuous Framing of Appearance Pursuits by Stephanie C Lin, Kaitlin Woolley and Peggy J Liu (2025)

    Researchers Explore Strategic Licensing and the Impact of Reward Programs on Long-Term Consumption | NC State University

    Licensing Effect in Consumer Choice by Uzma Khan and Ravi Dhar, School of Management, Yale University (2005)

    Volunteering as a mechanism to reduce guilt over purchasing luxury items by Hyo-Jin Jeong & Dong-Mo Woo – Journal of Product & Brand management (2015)

    Pinto, D. C., Herter, M. M., Gonçalves, D., & Sayin, E. (2019). Can luxury brands be ethical? Reducing the sophistication liability of luxury brands. Journal of Cleaner Production

    Doing Poorly by Doing Good: Corporate Social Responsibility and Brand Concepts by Carlos J. Torelli, Alokparna Basu Monga and Andrew M. Kaikati

    When will a message of social responsibility backfire? (2011) | Science Daily

  • May 2026 newsletter – issue 34 the ”ask for more” edition

    May 2026 introduction – (34)

    Welcome to the 34th edition of my newsletter. This issue sees me writing this from my parent’s home in the North West of England. It’s also part of the reason why this has been published later than usual.

    Demand more

    The change of pace in Granadaland in comparison to London was noteworthy. In bingo lingo 34 would be ‘ask for more’ – which seems to be very much on the zeitgeist at the moment. There is a general zeitgeist of dissatisfaction in the UK,

    In Chinese 34, is considered an unlucky number as 4 sounds similar to the word for death and similar in nature to the number 13 in western cultures.

    For this edition’s soundtrack, I went back to move forward with a mix by the late great Larry Levan playing at End Max, Tokyo in 1991. By this time the famous DJ had become a long term heroin addict and had complications due to his drug use and HIV; yet you wouldn’t know it from this set, he died the following November.

    New reader?

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

    SO

    Things I’ve written.

    An analysis of Omnicom’s Q1 2026 earnings to try and understand what was happening beneath the big numbers in a febrile time.

    From AI shamans, the Ulm School of Design, an AI reckoning and everything in between.

    The 2026 World Cup marketing kick-offs and a bunch more things.

    ICYMI – Top five shares on LinkedIn

    1. Omnicom’s Q1 2026 earnings tells a far more nuanced story than the top-line numbers.
    2. High end shopping hauls are becoming a cultural phenomenon. Chanel is no longer just behind a velvet rope; but may erode brand equity
    3. Publicis Groupe’s acquisition of LiveRamp and the move to orchestrating enterprise data
    4. How the FT thinks marketing is being shaped by AI from production to consumer behaviour.
    5. Advertising sectors apparent cycle of delusion

    Things I have been inspired by.

    Ipsos on sports fandom

    I worked on a few sports partnerships activation whilst embedded at Google Cloud and an F1 sports partnership at a freelance engagement more recently. So my attention was immediately grabbed by this collection of research from Ipsos on sports partnerships. It shows the need for long ongoing sports partnerships and the power of a brand sponsor that is highly aligned with the sport and the team.

    Nigo at the Design Museum

    Nigo is a natural subject for a museum as he has assiduously curated his own life. What particularly impressed me about the Design Museum exhibition was how it made clear that Nigo’s work was a continuation of the earlier work done by the people behind Major Force and File Records: Hiroshi Fujiwara, Takagi Kan, Gota Yashiki and Toshio Nakanishi.

    The Major Force crew weren’t just musicians, DJs and producers; but designers and cultural commentators with columns in Japanese magazines.

    Even the name Nigo came from people in Tokyo clubs calling Tomoaki Nagao ‘Hiroshi Fujiwara Ni-go’ aka Hiroshi Fujiwara number 2.

    When Fujiwara and co. finished their Last Orgy culture column in Takarajima magazine and the spin-off late night TV show, Nigo got their blessing and wrote Last Orgy 2 continuing on in Popeye magazine.

    Fujiwara helped fund Nigo’s expansion into retail with the Nowhere boutique, which was the foundation for A Bathing Ape and Jun Takahashi’s Undercover. More on this here, and more on the exhibition at The Design Museum here.

    Chart of the month. 

    Ipsos looked at fans who had differing levels of fandom for a premier league football team and partner brands with different levels of brand fit with the game. Prompted recall was measured over the 2020/21 football season. While the levels changed, there was a clear correlation between the level of brand fit and degree of fandom and prompted brand recall.

    fandom

    Things I have watched. 

    I watched the rest of the original OSS 117 series of films that I didn’t watch last month. This moved the action to Tokyo and Brazil.

    • OSS 117 Mission For A Killer
    • OSS 1167 Mission to Tokyo
    • OSS 117 Double Agent

    Mission For A Killer saw Frederick Stafford take over the role of OSS 117, if you are a classic film you might recognise him from the Alfred Hitchcock film Topaz. Mission to Tokyo was the acme of the series, and a wonderful cinematic capture of the Japanese post-war economic miracle. The final film Double Agent had John Gavin take on the mantle. By which time the franchise felt like a poorer version of Hollywood, Gavin himself was a competent actor, but the creative spark in the franchise was gone. Instead it became part of a sea of sameness in western espionage cinema.

    I can understand why there was a major reset, when Michel Hazanavicius rebooted the franchise. He had rich material to work with, from disclosures on what was going on with Jacques Foccart running economic sabotage, deniable military networks and regime change in the Francophone region. Even the private sector were involved, Elf the petroleum giant servicing as a covert slush fund and instrument of foreign policy as France decolonised. The scandal only broke over in the 1990s.

    I got to see The Mandalorian and Grogu. It’s a good but flawed film. I got into The Mandalorian, not as a Star Wars devotee, but having a deep appreciation for the spaghetti westerns and the chambara films that it subtly drew from.

    The film plugs a gap in the Star Wars franchise in the cinema, so expectations were high for Star Wars fans. What you get is spectacle, an experience that would feel at home in a Disney park. So it’s entertaining. The bad points in my opinion are down to a loose plot points, having an actress of the quality of Sigourney Weaver and not using her properly.

    What put salt in the wound was the trouble put into scenes that pay clumsy homage to Ray Harryhausen and Francis Ford Coppola respectively. Putting the same effort with less money into tightening up the script would have paid dividends. Maybe Disney didn’t care so long as the space was filled.

    I guess the moral of the story is don’t watch this film with a cinephile.

    Useful tools.

    I have been a big fan of Parcel for a while, but didn’t realise until I listened to a John Gruber podcast episode that it now allows you to track Amazon deliveries as well. Given that I work from home a lot having this app makes like a lot easier to manage package deliveries.

    The sales pitch.

    I am a strategist who thrives on the “meaty brief”—the kind where deep-tech or complexity, business goals, and human culture collide.

    With over a decade of experience across the UK, EMEA, and JAPAC, I specialise in bridging the gap between high-level strategy and creative execution. I was embedded within Google Cloud’s brand creative team, where I helped navigate the “messy steps” of global pivots and the rapid rise of Gen AI. And have recently been helping out agencies and startups in various sectors from narratives, creative platforms and new business pitches to sports partnerships.

    My approach is simple: I use insight and analytics to find the “surprise” in the strategy. Whether it’s architecting an experiential event or defining a social narrative for a SaaS powerhouse, I focus on making complex brands feel human and high-velocity businesses feel accessible.

    The Strategic Toolkit:

    • Brand & Creative Strategy: From B2B infrastructure to luxury travel.
    • AI-Enhanced Planning: Deeply literate in Google Gemini and prompt engineering to accelerate insights and creative output.
    • Multi-Sector Versatility: A proven track record across Tech & SaaS (Google Cloud, Arm Holdings), Consumer Goods (FMCG, Personal Care, Health), and High-Interest Categories (Luxury, Sports Apparel, Pharma).

    I am officially open for new adventures with immediate effect. If you have a challenge that needs a all-in, hit-the-ground-running strategic lead, let’s talk.

    now taking bookings

    More on what I have done here.

    bit.ly_gedstrategy

    The End.

    Ok this is the end of this newsletter, I hope to see you all back here again in a month. Be excellent to each other and enjoy the sun when you can, don’t linger on the next long weekend being at the end of August. 

    Don’t forget to share if you found it useful, interesting or insightful as this helps other people and the algorithmic gods of Google Search and the various LLMs that are blurring what web search means nowadays.

    Get in touch and if you find it of use, this is now appearing on my blog,  Substack as well as LinkedIn.