Category: driving seat | 產品試用 | 시험 비행 | 製品トライアル

The driving seat in English has two definitions:

The seat from which a vehicle is operated.
A position of power, dominance, control, or superiority. The second naturally is derived from the first as a metaphor

I used driving seat as a metaphor about being in control, to discuss what a product is like to use. I looked at a range of products:

Skype back in 2004, before it became kludgey with a poorly designed interface under Microsoft ownership
Veoh – a video platform that was a native client and on the web that went head-to-head with YouTube. The better technology lost out
Yojimbo – a great information organisation software app by Bare Bones Software
Flip Video Camera – back before cameraphones were ubquitous flip provided an easy way to record and upload video to the web. It encouraged a lot of people to record vox pop video interviews for the nascent YouTube platform
The Bing search engine in a direct comparison to Ask.com
Sina Weibo
A retrospective on the Palm Vx PDA that was my dot.com era ride or die gadget
Early Casio G-Shock and Apple Watch smartwatches
Hemingway writing software
Casio G-Shock Frogman
A retrospective review of the Nokia n950
The Missing Manual series by David Pogue
Apple iPhone 12 Max

I have tried to avoid superlatives and give the perceptions of having lived with the products rather than having briefly tested them. Having run review programmes for Huawei and Palm, I understand how short hands-on sessions can be deceptive. Usually this isn’t by design, but due to supply issues; however it is worth bearing in mind when you read the latest review by professional pundits.

January 2026 newsletter
January 2026 introduction – (30) the dirty Gertie edition

I am now at issue 30, or as a bingo caller would put it ‘dirty gertie’. This phrase was the nickname given in the 1920s to a statue called by La Délivrance by French sculptor Émile Guillaume.

The statue was created to celebrate the German army having being stopped before Paris in World War 1. It was originally called La Victoire – there is a matching statue in Nantes, France.

1960s student activists claimed that you shouldn’t trust anyone over the age of 30, making a virtue of ageism. While activists were deeply suspicious, 30 in Cantonese is considered to be lucky as the number three sounds like alive or life.

It might be winter outside, but it doesn’t need to be winter in your head thanks to Graeme Park’s Best of 2025 part 1 which is two and a half hours of goodness. Now we have a sound track, let’s get into it.

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.

Each year, I try and write an account of year as it happens. It provides a perspective on what appeared important at the time rather than in retrospect. Here’s the one I did for 2025.

The Dot LLM Era came out of my thinking about the massive expenditure in building infrastructure and the computing power needed by AI services like OpenAI and Anthropic, asking how it will be paid for and what it means for for business, consumers, investors and technologies.

There was so much happening from childhood beauty product usage alarming dermatologists to corporate and national moves in AI sovereignty. So I captured some of the most interesting of them here.

Books that I have read.

Mariana Mazzucato’s The Value of Everything. Mazzucato’s work was reflected in the Labour Party’s economic manifesto during the 2024 general election. The book does a good job of diagnosing the current challenges that the UK economy faces at the present time. More on the book here.

How to Write a Good Advertisement: a short course in copywriting by Victor O. Schwab. During the CoVID lockdown, I picked up several books on my craft. This was one of them. Schwab wrote this book in 1962, when his audience would have been predominantly writing advertising copy for campaigns run predominantly in newspapers – but all of the principles in the book remain solid. More on the book here.

Things I have been inspired by.

Every time I get a brief that defines an audience as a generation my heart sinks a bit for several reasons. Which is why I was glad to read this Ipsos View Point and share it as widely as possible. Generational Marketing: Breaking free from stereotypes provides research on the nuances missed by a generational approach, how we differ by age cohort and life stage, alongside what brings us together as common challenges.

While it won’t get as much ink as Christmas or Super Bowl adverts the CIA kicked off January with another video aimed at recruiting Chinese agents. They advised them to use a VPN and Tor browser to get in touch with them online.

Chart of the month.

After I came back to London after working on various brands including Colgate in Asia, I noticed that all the Colgate adverts followed a standard formula. It puzzled me: the ads were distinctive by their ‘undistinctiveness’. They had no emotion and a limited number of brand cues beyond name checks and a pack shot or two.

If like me, you’ve ever wondered why Colgate toothpaste adverts (in Europe at least) always seem to be based around a dentist or dental nurse (who may, or may not be a generative AI) character, then Ipsos Veracity Index 2025, may have the answer.

The Ipsos Veracity Index, is a great piece of longitudinal research launched in 1983. It does an annual poll studying change in public trust towards leading professions in Britain. Much of the headlines for this year was the low trust position scored by influencers, with just 6% of people generally trusting them to tell the truth.

I think that number has a number of problems with it, to do with the phrase general which would invite them to think about creators they don’t follow at least as much as those that they do follow. Secondly, not all influencer types are supposed to be trusted be it being videos on e-gaming play, humour and general ‘banter’ or shock jock-type content.

As Ipsos themselves noted, there was a tension between the declared trust level with the amount of news consumption that now happens on social channels from influencers.

Getting back to the Colgate question, the answer is at the top of the table. Healthcare professionals and technical experts are at the most trusted professions in the UK.

Things I have watched.

The TV schedule was terrible over the Christmas period and there were only so many reruns of Jessie Stone that even my Dad can sit through. So I entertained him with a mix of streamed films, old VHS tapes, DVDs and Blu-Rays.

Reflection in a Dead Diamond directed by Hélène Cattet and impressed the hell out of me. At its heart it’s a mystery full of illusion, delusion and deception. It oscillates between two timelines one from the late sixties on and the second as an elderly version of the protagonist in the present day. In his day, the protagonist had been a Francophone James Bond-type figure, but darker like Fleming’s novels rather than the version that we see on screen. There are also hints of modern French historical figures like Alfred Sirven and Jean-Claude Veillard. The film has a lot of French new wave motifs particularly at its beginning. I was reminded of Alain Delon’sTraitement de choc , Diabolik and the André Hunebelle directed OSS 117 series of films in the mid-1960s.

Bubblegum Crash – no that isn’t a typo. Bubblegum Crash was a follow on from the Bubblegum Crisis manga and OVA (original video animation – made for direct to video distribution without being broadcast or shown in a cinema first) anime series. I had these on VHS tape at my parent’s house and it was fantastic revisiting them decades later. Bubblegum Crash is less serious and the artwork isn’t as good as the original series, but it’s still great cyberpunk fiction.

It felt surprisingly fresh, wealth inequality, get rich schemes, large corporations behaving badly, an openly gay police officer, autonomous machines from robots to cars and normalised smartphone usage.

All this from an animated series that was produced in 1991, at this time robots were stuck in car plants, AI was image stabilisation in the latest high-end camcorders and handheld mobile phones were over 20cm long in use. Cellphones were only starting to become less than a kilogram in weight with the launch of Motorola’s MicroTAC in 1989.

Detective vs Sleuths – a Johnnie To-adjacent film that a friend in Hong Kong gifted to me. The film was directed by Wai Ka-fai who collaborated with To and co-founded production company Milkyway Image together. Detective vs Sleuths feels thematically and stylistically similar to Mad Detective which Wai co-directed with To in 2007. That similarity brought me back to happier days flying on Cathay Pacific, sipping Hong Kong-style milk tea and watching Mad Detective soon after it had came out for the first time on the airplane entertainment system.

Without spoiling the plot, old cold cases are having new light shone on them by a series of deaths. Sean Lau plays a Nietzsche-quoting former detective with his own sanity in question.

Production-wise, the film was shot in 2018, was in post-production until 2019 and finally released after the worst of CoVID was over in 2022. If you are a passionate Hong Kong film watcher, then you will notice the similarities with Mad Detective; but Detective vs Sleuths still holds up as a really enjoyable inventive film with a number of surprises for the audience.

Useful tools.

Kinopio – quick lightweight service similar to Miro and MilanNote.

Clean Links – for iPhone, iPad and Mac cleans out tracking codes from URLs when you share them, for instance in a Slack conversation.

Not a tool per se, but a technique that started on Chromium browsers and is now more widely supported, scroll to text fragments. Appending to the end of a URL:

#:~:text=startWord,endWord

When someone clicks on the link they are guided directly to a highlighted section on the page, rather than having to search or guess at what you meant. It isn’t perfect, but it’s rather good.

Capacities – an interesting knowledge management and research app similar to Notion, Mendeley, Yojimbo or DEVONThink.

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. Most recently, 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.

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, Semiconductors), Consumer Goods (FMCG, Beauty, 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 “wholehearted” strategic lead, let’s talk.

More on what I have done here.

The End.

Ok this is the end of my January 2026 newsletter, I hope to see you all back here again in a month. Be excellent to each other and good luck with your new year’s resolutions. As an additional treat here is a link to my charts of the month for 2025, in PowerPoint format that you can freely use in your own presentations.

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 Substack as well as LinkedIn.
January 28, 2026
October 2025 issue 27
October 2025 introduction – (27) gateway to heaven edition

I am now at issue 27, or as a bingo caller would put it ‘gateway to heaven’.

27 inspired an urban legend of the ’27 club effect’ where a ‘statistical spike’ in fatalities affected musicians, actors and other artists. However in reality there is no statistical spike though Amy Winehouse, Jim Morrison, Kurt Cobain and Janis Joplin all died aged 27.

In the I Ching, the 27th hexagram is associated with sufficient physical and spiritual nourishment – good advice for anyone since we’re going into winter.

This edition’s soundtrack is Coco – I Need A Miracle over Dreadzone – Little Britain put together by MH1. I used to love mashups and bastard pop in the early 2000s to 2010s, especially A plus D and their Bootie nights, which I got to see at the DNA Lounge back when I had to travel to San Francisco while working at Yahoo!. They built a whole genre of out of what would normally be trick recordings you might have played once in a DJ set like Evil Eddie Richards You Used to Salsa.

MH1 carries this on the same grand tradition as A plus D and sent me down a memory hole in my iTunes collection.

Now we have a sound track, let’s get into it.

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.
- Golden Mile – a collection of documentaries and films that caught my eye, from the last days of the Golden Mile complex that was a centre of the Thai diaspora in Singapore to the oral history of the Google Docs development team.
- Nvidia ban in China and more things – a selection of stuff that I found of interest online including articles on Nvidia’s fraught relationship with China as a market.
- Tahoe and more things – from the inside steer on Nexperia and the importance of strategic writing for using LLMs to Apple’s imperfect macOS Tahoe.
Books that I have read.
- Clown Town by Mick Herron is the latest instalment in the Slow Horses series of books, on which the Apple+ TV series are based. Without plot spoilers, I can tell you that it’s up to the high standards of the earlier books. Herron is as critical of the current Labour government as he was of their conservative party predecessors.
- I am just starting in on Andrew Ross Sorkin’s history of the great depression 1929. I hope to update you next month on whether it’s a book that I would recommend.
Things I have been inspired by.

I managed to spend some time with fellow former Yahoo Nick Fowden and we discussed AI futures and the altar of marketing efficiency and performance media over effectiveness and brand building.

Mercedes goes back to luxury

Mercedes-Benz put on a special event in Shanghai that looked like an attempt to reboot the brand. Star of the show was the Mercedes Vision Iconic concept car, this looked like the vehicle the relaunched Jaguar brand would want to build. The grill looked as if it came off a vintage Mercedes 600 ‘Grosser’ and was a world away from the current nadir of the car brand.

Understanding influencer payback is also about understanding the caveats, risks and current limitations in optimisation

The IPA published effectiveness data on (paid) influencers, it is is great to have this data set and shows the continued role in improving the advertising industry. You can expect to see these headlines trumpeted by influencer and PR agencies. BUT, it is worthwhile going beyond the headlines and into the deck presented. My takeouts from the data presentation:
- It’s a promising, but limited sample. However overall there seemed to some commonality in results amongst the European markets compared.
- On sample selection, the presentation itself says: “Based on sample definition, no campaigns are included where influencer spend was present but did not produce a result at some level therefore 0-25 ROI index likely to be significantly under-reported.” This is key because reading the data at face value gives an overly-optimistic picture of likely influencer campaign success.
- The data presented represents bad news for paid social campaigns in particular, and it highlights their relatively poor RoI from the Profit Ability 2 study. What it means: Expect some of the influencer spend to come from the experimental pot within the social platform advertising budget.
- Long-term multipliers for Influencers are the highest of any channel in the data, but the tiny difference between television and influencers are not significantly large to be definitive. So further research could see this relationship flip.
- The numbers are averages, but Influencer ROIs are much less likely to be ‘average’ with (high and low) extremes alongside outliers much more present (and this is with campaigns giving 0-25% RoI filtered out). There is a much higher risk in terms of spend versus reward, which a responsible agency partner should be disclosed to clients upfront. This huge variance also mirrored in the kind of results seen in Chinese social commerce campaigns as well. What it means: You can’t duplicate success and optimise in the same way as you can by using testing for TV advertising and the like. So for businesses like Unilever that are putting half their spend into influencer marketing – its a high risk endeavour with limited risk mitigation strategies.
- There isn’t intra-influencer category analysis based on follower size. Getting paid reach will still be critical, so social platforms will still win.
- The research doesn’t cover B2B sectors but subscription revenue model technology clients (Adobe, Canva, Monday.com, Grammarly etc.) may take some hope from the RoI achieved by consumer-focused telecommunications brands.
TL;DR: At the moment influencer represents the worst attributes of both earned and paid media. The uncertainty of earned media, the higher upfront cost of paid media. What it means: be wary of over-promising influencer campaign success, set realistic expectations about the likely wide variance in results. Keep an eye out as further data expands and clarifies the picture.

Chart of the month.

European attitudes to video games

This month’s chart comes from data provided by the European Commission’s Director General CONNECT (Communications Networks, Content and Technology). The breadth and quality of research that they do is really useful to people in my line of work.

The sentiment around video games is similar to what you would have seen around television in previous decades. So video games aren’t in aggregate seen as great for society, but not the complete pox on people that you would see if you ran the same survey for social media platforms.

Things I have watched.

Jean Giraud aka Moebius was a graphic novel artist drawing in the bande dessinée tradition. Moebius Redux is an hour long documentary of Giraud’s career through to the mid-2000s. In it is a who’s who of comic book legends including Stan Lee and Mike Mignola – the creator of Hellboy. It even has an amazing original soundtrack by former Kraftwerk member Karl Bartos.

I remember seeing The Satan Bug as a child and enjoying it immensely. I also read the book that it was based on as my Dad had built up a collection of Alistair McLean and I devoured them from age 11 onwards. I went back and revisited decades later to see if I would still enjoy it. I did, but for different reasons. The premise is based on the paranoia of annihilation that was a main part of the cold war zeitgeist. The wrinkle in the story is that it’s about germ warfare rather than nuclear bombs. Adult me saw the plot as ridiculous, but the cinematography, location, set design and wardrobe floored me. The high security compound of ‘Station 3’ and the various interiors were triumphs of mid-century modern design. The scenery and locations were in the California desert making it an ideal canvas for John Sturges who had previously shot Bad Day at Black Rock and The Magnificent Seven. The Satan Bug was also the start of helicopter based cinematography thanks a newly developed steady cam mechanism.

Following on in the same vein I watched The Andromeda Strain. Just six years separated from The Satan Bug, but stylistically so different. The Michael Crichton novel has a much more coherent story. Much of it is told through jargon and multi-media formats such as a computer driven plotter and a ticker tape running across the screen in the second scene of the film. Where The Andromeda Stream loses out is in its cinematography and style. The set design feels lazy compared to The Satan Bug, the cinematography is competent but workman-like.

I watched the original Russian film adaptation of Solaris. It has been years since I have seen it. Its one of them films that you can watch three times and still pick up new details. Andrei Tarkovsky focused on storytelling rather than special effects which are used very sparingly. I still love that the Soviet city of the future was footage of early 1970s Tokyo. Watching it now the film feels more deconstructed.

The last film this month is an indulgent one of mine. Searchers 2.0 is a modern-day neo western film that thumbs its nose at the Hollywood system. The story follows the revenge quest of two former child actors against their former abuser, a screen writer on the film set. Alex Cox made the film on $100,000 budget with Roger Corman as producer. UK film fans probably remember Alex Cox as the presenter of Moviedrome. he is an accomplished director, screenwriter and the author of 10,000 Ways To Die – the best guide ever written to spaghetti westerns.

Slow Horses season five has been a must-watch TV moment for me. The show runners manage to keep the essence of the books with some creative flair.

Useful tools.

Optimising for macOS Tahoe

Moving from macOS Sonoma to Tahoe meant changing up the versions of utilities I like to use. Titanium Software make OnyX, Maintenance and Deeper.
- OnyX y use of OnyX goes all the way back to 2002 and 10.2 Jaguar, various versions of it throughout that time to now. It was very good for doing startup disk related maintenance tasks.
- Maintenance provides a general performance tune-up including rebuilding databases and clearing obscure caches.
- Deeper is for fine tuning hidden settings across different applications on your Mac.
All three are donationware so be sure to give Joel what you can.

The sales pitch.

I am currently working on a brand and creative strategy engagement at Google’s internal creative agency. I am now taking bookings for strategic engagements from the start of 2026 – keep me in mind; or get in touch for discussions on permanent roles. Contact me here.

More on what I have done here.

The End.

Ok this is the end of my October 2025 newsletter, I hope to see you all back here again in a month. Be excellent to each other and get planning for Hallowe’en. As an additional treat here is a link to my Mam’s recipe for barm brack – an Irish Hallowe’en specialism. Let me know how you got on baking it.

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

Get in touch and if you find it of use, this is now appearing on Substack as well as LinkedIn.
October 29, 2025
Tahoe + more things
Tahoe

Another year, another macOS. Tahoe is sensibly unambitious but it has raised some ire amongst Mac users. You can tell how unambitious Tahoe was, when CNET had to do an article showing you how common app icons have changed because you otherwise probably didn’t notice. I know I didn’t.

Tahoe is neither here nor there as a release for me. I haven’t found features that are ‘can’t live without”. The app interface changes feel different for the sake of being different, but I quickly got used to them.

In terms of quality it still feels a bit ‘beta’-ish but I hope that the bugs get ironed out over time.
- The pop-up window to select my accent over the ‘o’ in my given name gets blanked out for some reason.
- When performing certain actions, the browser chrome all turns white.
Otherwise things have been fine so far. My anti-virus of choice launched an update soon after Tahoe came out. As has my VPN client and numerous utilities and apps that I use for work, or just keeping my Mac tuned up.

I have a Brother mono laser printer to connect up, (as my long-suffering HP unit finally gave up the ghost after a decade of service,) which might be a bit of a trial if Reddit is anything to judge by.

Last Week on My Mac: Tahoe’s elephant – The Eclectic Light Company – this critique points out the kind of issues with Tahoe that implies it isn’t the Macintosh operating system of Steve Jobs with its historic focus on art principles and typography right from the beginning.

China

From ‘guochao’ to ‘zìxìn’: China’s new era of cultural confidence | Jing Daily

Why anti-involution feels anti-Chinese? | Following the Yuan

Dutch seizure of chipmaker followed US ultimatum over Chinese chief | FT – the judgement paints a bit more of a nuanced picture with two independent actions. It also explicitly states that the government order is not final yet (and at that point would still be open to appeals). The actual matter involved is a (significant) breach of fiduciary duty by Zhang Xuezheng and the holding company (Yuching). Cited issues were:
- Placing of orders to another Wingtech subsidiary in China (that is in financial trouble) far exceeding demand (such that the expectation is that a significant share of the stock would need to be scrapped as it would not be able to be used in time)
- Replacing 3 people with banking authority (including the CFO) with 3 other people, without financial background, one not an employee of Nexperia at all. All in the context where urgent US sanctions mean that independence from China is important for continued operations of the company. The court called this “Voor een onderneming van de orde van grootte van Nexperia grenst een dergelijke handelswijze aan roekeloosheid” (“For a company in the order of size of Nexerperia these actions border on being reckless”).
- For the replacement no motivation was provided, prompting the chief financial officer and the chief legal officer from their own fiduciary duties as directors to object (and also to ask the court to investigate/intervene)
- Stated intent to dismiss existing directors (without motivation) or asking for mandatory consultation from the workers council.
As to the decisions:
- Suspension of Xuezheng as director/CEO
- Temporary appointment of a new non-executive director (with power to make final decisions)
- Place all (except 1) share under management/safekeeping with a lawyer
- This all motivated by (very) signifcant breach of the fiduciary duty, not based upon an Dutch government action. The application of the Entity list on Nexperia as subsidiary was a significant contextual driver though (as in the duty to minimize corporate risks).
Consumer behaviour

Piper Sandler Completes 50th Semi-Annual Teen Survey | Piper Sandler – teen spending down 6 percent compared to last year. Another point was that Dr Pepper was their favourite drink ahead of Coca-Cola, which makes this activist investor’s interest even more salient: tarboard builds stake in Keurig Dr Pepper after unpopular Peet’s deal | FT

Economics

UK risks higher inflation becoming entrenched, IMF warns | FT

Health

Mirador fundraising raises hopes of revival in US biotech market | FT

Ideas

Everything Is Television – Derek Thompson

Japan

Anime activism – Matt Alt’s Pure Invention – I didn’t realise that in 1978 the president Marcos of the Philippines had banned a whole genre of anime (giant robots or mecha) due to the influence of Voltes V on Filipino student activists.

Marketing

Post | LinkedIn – The Future of Brand Building Begins Where Commerce Meets Creativity. – or P&G applying the radio soap opera format to the 21st century

Stopping agency burnout: the fight against ‘insidious’ work cultures and ‘inaccurate’ timesheets – Campaign found a long-hours culture continues to exist in adland, with pitching, client demands and poor role-modelling by managers part of the equation.

In the current climate of staff cuts, lingering threats of AI replacing the workforce and agencies dealing with economic constraints, late working – and the chance of burnout – continues to be a risk.

Shrinking teams can potentially lead to more demands being placed on remaining employees. WPP and Interpublic each cut thousands of staff from their global workforces in the first half of 2025, on top of headcount reductions in 2024. Last year, the collective global headcount across the “big six” holding companies declined by 1.6%, the first fall since the post-pandemic rebuild.

WPP boosts AI marketing with $400mn Google deal | FT – I would be concerned if they weren’t using video generators like Veo and Google Gemini – which does make me wonder what Mark Read was up to?

On the importance of good strategic writing in using AI: AI interfaces and the role of good writing | by Nick DiLallo | Oct, 2025 | UX Collective

Media

Apple sued over use of copyrighted books to train Apple Intelligence | Yahoo! News

Google designated with “strategic market status” by UK Competition and Markets Authority – The Media Leader

Exclusive | Advertisers Push Big Tech to Adopt Standards for Transparency in Ad Sales – WSJ

How We Automated Content Marketing to Acquire Users at Scale | Spotify Engineering – Insightful blog post from Spotify’s ML team: they implemented their own pre-ranking algorithm to select the best ad variants to deploy to their advertising channels in their user acquisition campaigns.

Spotify’s marketing team developed a creative production pipeline that could generate and deploy ad creatives to marketing channels based on listening habits in a geographic region. The problem they encountered was that they were generating creatives from a high-cardinality dataset, and the number of variations they were uploading to their channels was overwhelming those channels’ ability to optimize ads effectively.

Spotify’s solution was to build a pre-ranking algorithm using XGBoost that would determine which creatives to upload to the channels. Their ML pre-ranking model outperformed a simple heuristic model, with 4%-14% lower CPRs and 11%-12% higher CTRs. The ML model utilized a rich set of features to predict sub_percentage (the percentage of contributed subscriptions from the artist) and relative_cps_ratio (the share of the artist’s cost per subscription in the marketing campaign) for premium subscriptions, whereas the heuristic model used three fixed features. The model is retrained daily based on a defined lookback window.

Moreover, although this was deployed before ATT, the team found that ATT didn’t impact its performance, as training relied on aggregated data.

This obviously remains a relevant issue as advertisers scale the volume of their creative production through generative tools. While this pre-dates Meta’s Andromeda initiative for pre-ranking, it’s still likely relevant for most other channels (and, depending on the volume of creative uploaded, Meta).

Perplexity Pauses New Advertising Deals to Reassess Ambitions | AdWeek – brands are rethinking how to spend their budgets. Chan said many advertisers are moving away from performance-focused, traditional search and towards top-of-funnel brand awareness—an area Perplexity may pursue down the line.

Online

US Amazon Prime Membership Finally Hits 200 Million | CIRP – Amazon Prime finally hit the 200-million-member mark in the US, after several quarters of slow, but steady growth toward that milestone.

Note: CIRP estimates the number of individual Amazon shoppers who use Amazon Prime. That includes multiple family members for many subscribers, so this estimate is higher than the number of US households that pay for an Amazon Prime membership.

Amazon knows the difference between Prime shoppers and paid Prime member households, so as US Prime membership approaches its limit, there may be a growing focus on bringing those numbers closer together. Amazon does not want to reduce the number of Amazon Prime membership users, but it certainly would not mind having more paid memberships associated with them. We expect Amazon to continue its efforts to attract members by emphasizing the benefits of Prime, rather than policing shopping and limiting Prime membership sharing.

CIRP estimates 200 million US Amazon customers had a Prime membership as of the September 2025 quarter. That is an increase of about 6% from 189 million US Amazon Prime members in the September 2024 quarter and up very slightly from our 198 million member estimate last quarter.

Retailing

Why Did Walmart Just Buy a Shopping Mall? – The New York Times – reminds me of the local mini-shops that used to be inside Kwik Saves in many towns

Technology

China’s ‘Darwin Monkey’ is the world’s largest brain-inspired supercomputer | Live Science

I had been having lunch in the Google canteen with colleagues, and then came back to my desk, checked an email newsletter and this arrived: Smartphone-powered AI predicts avocado ripeness | Newsroom | Oregon State University

Web of no web

Palmer Luckey’s Anduril launches EagleEye military helmet with help from buddy Zuck | The Verge

Amazon launches Echo devices designed for Alexa+ | Amazon
October 25, 2025
September 2025 newsletter
September 2025 introduction – (26) pick-and-mix edition

Where has the year gone? I am just thankful that we got a little bit of sun, given how fast and hard the autumn wind and rain came in this year. I am now at issue 26, or as a bingo caller would put it ‘pick and mix’.

When I was a child ‘pick-and-mix’ sweets were a way of getting maximum variety for the lowest amount of pocket money that I earned from chores. Woolworths were famous at the time for their pick and mix section, alongside selling vinyl records and cassettes. Woolworths disappeared from the UK high street during the 2008 financial crisis.

For Mandarin Chinese speakers 26 is considered ‘lucky’ given that it sounds similar to ‘easy flow’ implying easy wealth.

This month’s soundtrack has been a banging digital compilation put together by Paradisco and Disco Isn’t Dead featuring The Reflex, PBR Streetgang, Prins Thomas, J Kriv, Sergio Mendes & Brasil 66.

Right, let’s get into it.

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.
- Decoding the complex and contradictory data around crime and its likely impact on consumer opinions.
- A post that took me too long to write about the favourite campaigns I had when on the jury of the PHNX awards.
- I missed sharing a post I wrote last month that built on the work of Rob Estreitinho on ideas for being a good strategist.
Books that I have read.
- I finished Moscow X by David McCloskey. (No plot spoilers). This is the second book my McCloskey after Damascus Station, which I read and enjoyed back in May last year. The book is like a more action-orientated American version of a LeCarré novel. The plot reminded me of LeCarré’s Single & Single and Our Kind of Traitor. McCloskey isn’t afraid to have strong female lead characters in his book.
- Y our Life is Manufactured by Tim Minshall. Minshall is a professor at Cambridge and heads up the engineering department’s manufacturing research centre. Because of his mastery of the subject area, he manages to provide an exceptionally accessible primer in terms of what manufacturing is, how it happens and what it means. More about it here.
Things I have been inspired by.

Election-winning opacity in influencer relations

I have been following Taylor Lorenz‘ work since she became the beat reporter for online culture and technology at the Business Insider. Her article for Wired magazine on how the Democratic Party in the US is working with paid influencers makes for an interesting read.

What would be the norm in the commercial world about influencer transparency where there is a paid relationship – isn’t happening in politics.

Ok, why does this matter? The reason why I think this matters is that people who do their time in the trenches of a presidential election campaign have a clear path into a number of American agencies.

‘I’ve have won a victory for X candidate and can do the same for your brand’ has been a popular refrain for decades in agencies.

I have been in the room when senior American agency people have tried to convince Chinese companies to buy their services based on their success in marketing a candidate in an election using western social media channels. There was no sense of irony when this was awkwardly delivered as a possible solution for domestic market campaigns to marketing teams in Guangzhou, Shenzhen and Shanghai.

Bad habits will be brought into agencies and sold on to clients.

Chart of the month.

Kim Malcolm shared a great report done by Zappi and VaynerMedia looking at The State of Creative Effectiveness 2025. Two charts piqued my interest. The change in distinctiveness of advertising by age cohort.

The overall emotion that an advert evokes by age cohort.

Causality of these effects aren’t clear. Empirically, I know that great adverts still put a smile on the faces of people of all ages and can change brand choice, even in the oldest consumers.

I had more questions than answers. VaynerMedia thought that the answer should be cohort-specific campaigns. I am less sure, since brands tend to better within culture as a common point of truth for everyone. Also, I don’t believe in leaping to a solution until I understand the underlying ‘problem’.

I could understand a decline in novelty as people gain decades of life experience and will have seen similar creative executions before.

Are the adverts lacking a foundation in strong cultural insights and cues that would resonate with these older audience cohorts?

What I did notice is a correlation with the age profile in advertising agency staff compared to the general public and the point at which the drop-off to occurs. But correlation doesn’t necessarily imply causation.

It’s concerning that advertising effectiveness declines in older audience cohorts as economic power skews older within the general population. This is likely to continue as millennials inherit wealth from their baby boomer relatives as they enter their 50s and 60s. Which makes the old marketer line about half of a consumers economic value is over by 35 seem hollow.

Things I have watched.

Ghost In The Shell Arise: Border 1 and Border 2. In the GITS storyline this is a prequel to the original film. It follows how the eventual team comes together. The technology looks less fantastical and more prophetic each time I watch it. The animation is still spectacular.

Ghost In The Shell Arise: Border 3 and Border 4. Following on from Border 1 and Border 2, this has Togusa and the Section 9 team following the same case from different ends – which eventually has Togusa joining Section 9 as its only unaugmented team member.

I bought up as many of the films I could in Johnnie To’s filmography after he criticised Hong Kong’s national security regulation in an interview, which was likely to be the kiss of death to his film career. I finally got around to watching one of his best known films PTU and the series of Tactical Unit films that came from the same universe.

PTU: One of the paradoxes of Hong Kong is the prevalence of triad and corruption dramas, compared to the real life which whilst not crime and corruption free is much more staid. Hong Kong is as different from its cinematic counterpart, as the UK is to Richard Curtis’ films. PTU like Akira Kurosawa’s Stray Dog is based around the search for a missing police pistol. PTU (police tactical unit) officers look to help out a detective from the OCTB (organised crime and triad bureau). While the film occurs over one night, it was actually shot over three years and is one of Johnnie To’s best known films. Shooting only at night, To provided the audience with a familiar, yet different, cinematic experience. The washed out colours of day time Hong Kong is replaced by vibrant signage and the sharp shadows defined by the street lighting. Officers walking with a street lamp lit Tom Lee music instrument store behind them, look like its from a John Ford scene in composition. Some of his tracking shots, due to the framing of photography and the distortions of the night give an almost Inception like feeling to the geography of Hong Kong streets, warping the horizon between buildings the night sky. PTU was successful internationally and then spawned, five further films from the same universe made in 2008 and 2009.

Tactical Unit: The Code was a one of a series of Tactical Unit sequels to Johnnie To’s PTU. In The Code several plot lines come together. The investigation of CCTV footage of officers beating up a triad , a police officer heavily in debt due to negative equity on his mortgage and a drug deal gone wrong. All this plays out in the Kowloon area of Hong Kong. When this film was made back in 2008, it would have been considered well done, but largely unremarkable. Nowadays it couldn’t be made as it would in breach of the National Security Law. The irony is that this film is available on the iQiyi streaming service from mainland China.

Tactical Unit: Human Nature loses some of the cinematic feel of PTU. It’s not as masterful a film , BUT, the convoluted threads of the plot and the great cast who are now completely comfortable in their characters make it work well.

Tactical Unit: No Way Out. No Way Out starts with an impressive screne shot in Temple Street market. The film explores the Temple Street area of Kowloon and organised crime links to everything from cigarette smuggling to drugs.

Tactical Unit: Comrade in Arms is the penultimate in the series from the PTU universe of films. You still have the main cast of Hong Kong veterans Lam Suet, Simon Yam and Maggie Shiu. Plain clothes officer Lo Sa has been demoted to wearing a uniform and both Mike Ho and Sergeant Kat’s squads are still patrolling the Kowloon side of Victoria harbour. This sees the stars leave their usual urban beat and go into the hills of the New Territories after bank robbers. Much of it occurs in daylight, which sets it apart from the night time beat of PTU. Nowadays it couldn’t be made as it would in breach of the National Security Law. The irony is that this film is available on the iQiyi streaming service from mainland China.

Tactical Unit: Partners. Partners is unusual in that it revolves around the challenges of the ethnic minorities that make up Hong Kong from romance fraud ensnaring filipina workers to discrimination against Indians and Nepalis. While some of the show happens during late on in the day, it still captures much of the night time feeling of the universe

2001 Nights is a 3D anime. While I admire the ambition and the technical expertise that went into the models, the characters as CGI fall down and distract from the storytelling. Also it felt weirdly like Space 1999 – and not in a good way.

Her Vengeance is a Hong Kong category III revenge movie filmed in 1988 that 88 Films recently release on Blu Ray. It borrows from another Hong Kong film in the early 1970s and I Spit On Your Grave. Despite being an low budget exploitation film it features a number of notable Hong Kong actors, probably because it was a Golden Harvest Production.

I found the film interesting because its opening was shot at Stanley Ho’s iconic Casino Lisboa in Macau. This was unusual because Hong Kong had lots of nightclubs that would have been fine for the protagonists management role without the hassle of the additional travel and government permissions. So we get a rare late 1980s snapshot of the then Portuguese colony.

When The Last Sword Is Drawn is a classic chambara (samurai sword-play) movie. It tells the complex story of a samurai, who unable to support his family on his meagre income as a school teacher and fencing master, turns his back on his clan and leaves to find work in Kyoto. Once in Kyoto he becomes embroiled in the battle between the declining Takagawa Shogunate and the Imperial Royal Family during the 19th century. Whilst the film does contain a lot of violence, it is used as a backdrop to the humanity of the main character and battles he faces between providing for his family and doing the honourable thing.

The plot is told through the recollections of others and finishes with the samurai’s youngest daughter getting ready to leave Japan with her husband and set up a doctor’s surgery in Manchuria (China).

Useful tools.

Playing Blu-Ray discs on a Mac

I have a Blu Ray player in my home theatre that enjoy using in lieu of subscribing to Netflix, which allows to me to explore more art house content than I can stream. Macgo Mac Blu Ray Player Pro gives your Mac the software capability that Steve Jobs wouldn’t.

One final thing, if you prefer to use Substack, you can now subscribe to this newsletter there.

The sales pitch.

I am currently working on a brand and creative strategy engagement at Google’s internal creative agency. I am now taking bookings for strategic engagements from the start of 2026 – keep me in mind; or get in touch for discussions on permanent roles. Contact me here.

More on what I have done here.

The End.

Ok this is the end of my September 2025 newsletter, I hope to see you all back here again in a month. Be excellent to each other and get planning for Hallowe’en.

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

Get in touch
September 26, 2025
Sennheiser HD 25 Light

The Sennheiser HD 25 Light is a modern marvel of design that can trace its history back as far as 1968. German headphone company Sennheiser started making a range of headphones that would become iconic.

How we got the Sennheiser HD 25 light

Founded in the immediate aftermath of the second world war, Sennheiser quickly built up a reputation in professional broadcast and recording circles with its microphones. In 1968 Sennheiser launched the HD 414, which was made sturdy plastic mouldings and a highly adjustable headband , attached to light on-ear headphones. The HD 414 set a design philosophy that the Sennheiser HD 25 Light continues on.

This was back when most headphones were bulky ‘cans’ a la vintage Koss models. They would weigh on the listener during a long listening session. The Sennheiser HD 414 by comparison was light and easy to wear while providing an open accurate sound.

My first foray into hi-fi as a teenager was buying a pair of HD 414s from Richer Sounds. By that time Sennheiser had a full range of headphones, many of which were lighter and more modern looking than anything else on the market, especially when compared to AKG, Beyerdynamic or Sony.

Sennheiser had started making pilot headsets for Lufthansa in 1980 and had developed a good understanding of sound isolation.

Sony MDR-V6 and MDR-7500 series.

When I started DJing, I aspired to own a pair of Sony MDR-V6 launched in 1985 and only discontinued in 2020. These live on through the Sony MDR-7500 series.

These had a reputation for sound quality, good sound isolation, were robust and less bulky than their European rivals. They still weighed in at 230+ grams which could be a bit wearing after several hours. This was the rival that Sennheiser had to beat, and when they were launched Japan and Sony were at their peak.

However, the things hi-fi and sound recording magazines don’t tell you about them

Over the longer term, the vinyl trim on the Sony headphones would start to flake and they weren’t designed to be user-serviceable. Finally, even if you were inclined to repair and maintain them, Sony wouldn’t sell you the parts (in the UK at least.) 12 months of regularly DJing with them and they were needed new ear pads and a headband.

Later on I would go to video shoots and see sound recordists with Sonys which had gaffer-taped headbands and ear pads that looked rat bitten.

1988

1988 was a pivotal year, Mr and Mrs Danny Rampling were running Shoom out of a gym in Southwark, Paul Oakenfold was running similar nights in the backroom of Richard Branson‘s Heaven nightclub underneath Charing Cross station. Up North, the Hacienda was hosting the Zumbar and Hot.

All of which were pivotal in the rise of house music and nightlife culture for the following four decades. This in turn drove sales of professional DJ equipment including the Made 2 Fade family of mixers and Technics SL-1200 series turntables. Record shops sprang up on the high street catering to this audience, the kind of frequency only seen with Turkish barber shops now.

What was lost in all that cultural change was the launch of the Sennheiser HD 25. The Sennheiser HD 25 (1) when it was released was aimed at broadcast users in outdoor settings and sound recorders on a film, TV or advertising shoot.

It had the robust build quality and lightness of the HD 414, and sat on the ear in a similar manner which allowed for hours of very comfortable listening. There was a split head rest which helped keep the head ventilated while listening and spread the load. It had clutter free cabling which borrowed from Sennheiser’s experience making headsets for pilots, along with good sound isolation.

The frame had a special bracket that allowed an ear cup to be pivoted off your ear, making them ideal for DJs.

Finally it was easy to power as a headset thanks to aluminium voice coils that drew on Sennheiser’s heritage making professional microphones for broadcast and studio usage.

The Sennheiser HD 25 (1) when it was released was aimed at broadcast users in outdoor settings and sound recorders on a film, TV or advertising shoot and it took a while for DJs to discover it.

Being aimed at professional users Sennheiser designed them to be user serviceable. You can still buy all the parts AND there is a good third party community making parts for them as well.

Concorde

By the early 1990s, the Sennheiser HD 25 family of headphones comprised of the Sennheiser HD-25 (1) and the Sennheiser HD 25 SP – which is the direct forerunner of the Sennheiser HD 25 Light.

The headphones caught the attention of British Airways who were looking for passenger headphones that matched the noisy but premium experience of flying on Concorde. Sennheiser built a simplified version with adaptions to match the onboard audio system drawing from the HD 25 and the vintage HD 414 headband design known as the HD 25 BA.

This then set the foundation for Sennheiser to design the HD 25 SP as a simplified version of the HD 25. The HD 25 SP didn’t need to have a high level of impedance match the aircraft audio system, so it could be a lot easier to power.

What’s impressive about the Sennheiser HD 25 range is how little they’ve changed over the four decades they’ve been in production. There has been a slight improvement with the HD 25 (2) and the HD 25 Pro – which gave users a coiled cable and optional velour ear pads (recommended). Most of the other variants have been either limited editions more about marketing than sound, and some brand collaborations notably an adidas edition with three stripes and blue ear pads.

The Sennheiser HD 25 Light was a revamp of the HD 25 SP. The differences were:

A different headband design that modernised the vintage HD 414 inspired headband design. It connects to the back of the earphone the same as the HD 25, allowing it to use the same drivers as its big brother.

Sennheiser HD 25 Light

So what are they like and why am I talking about them? I got a pair of the Sennheiser HD 25 Light because I was doing more video calls in crowded spaces and wanted an on ear headphone that would work. It wasn’t hard to know what I wanted. If am listening to music or an audiobook in bed I use a pair of HD 25 headphones. They are very detailed even on low volume and ideal because falling off the bed does no damage to them at all.

I could have gone with a pair of gamer headphones, but they are overly bulky and their sound is tuned for Call of Duty rather than than video calls, podcasts and electronica. I found that they tend to get warm when you’re wearing them on two back-to-back calls and a three-hour virtual workshop. Lastly they come with LED lighting and controls that I don’t need.

So my solution was simple a pair of HD 25 Lights and a third party cable that had a built-in microphone. They sound similar to the the HD 25 like you would expect, the slight differences I think are down to the slightly different fit of the headband affecting they way they sit against my ear and the third party audio cable.

Calls are clear and detailed as is most type of music with more detail than the Shure IEMs that I previously wore all the time. I have a few hacks planned for the headset:

A hard case cover to keep all my audio bits together lint and dust-free in my bag as much as protect the headphones

A smidge of Sugru as reinforcement at the joint between the headphone jack and the cable to reinforce it. I do the same on the power cable for my laptop where the cable meets the MagSafe adapter. It’s less hassle to deal with than the blocks of epoxy putty that plumbers use and comes in more manageable amounts.

The Shure IEMs are still fine for talking calls on the move and listening to podcasts on the tube, while the Sennheiser HD 25 Light headphones take over my office work.

July 27, 2025