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H.E.R.O.’s Journey in Tech (29 September 2018) – Infibeam: WhatsApp Message Destroys 71% of Indian E-Commerce Firm’s Value

H.E.R.O.’s Journey in Tech (29 September 2018) – Infibeam: WhatsApp Message Destroys 71% of Indian E-Commerce Firm’s Value

Companies

  • Ahead of its IPO, TouchPal co-founder says the company has 180 million users (Technode)
  • Kakao Page invests W40b in 3 comic publishers (Investor)
  • Getac announces new F110-Ex tablet, for exceptional productivity in hazardous environments (RPCR)
  • Infibeam: WhatsApp Message Destroys 71% of Indian E-Commerce Firm’s Value (Bloomberg)

Asia Tech & Innovation Trends

  • How long can Hong Kong ride the IPO wave before it turns into the dotcom tsunami of 2000? (SCMP)
  • The Little Red Book is a social e-commerce platform that’s not an e-commerce platform at all (Technode)
  • Chinese Home-Sharing Platform Xiaozhu.com In Talks To Raise Over $200M (CMN)
  • Bytedance to raise money from SoftBank at $75bn valuation; News and video app group is one of few Chinese tech giants to succeed overseas (FT)
  • 450,000 Hong Kong bank customers to benefit from instant QR-code-based money transfer system from Sunday (SCMP)
  • I still give Flipkart an edge over Amazon: Naspers CEO (Forbes)
  • Law Enforcement Agencies In India Are Using Artificial Intelligence To Nab Criminals — Here’s How (Forbes)

Global Tech & Innovation Trends

  • Shares of Pet Insurer Trupanion Are Overvalued (Barron’s)
  • Hulu Is the Next Front in the Battle Between Disney and Comcast (Barron’s)
  • Why Sirius Wants Pandora (Barron’s)
  • Slack Actively Preparing for Early 2019 IPO; Messaging company, recently valued at roughly $7 billion, aims to debut in the first half (WSJ)
  • A Tesla Without Elon Musk Would Threaten Electric-Car Maker’s Future; Securities regulators’ lawsuit against the CEO raises the specter of an exit that could have dire consequences (WSJ)
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H.E.R.O.’s Journey in Tech (28 September 2018) – Daifuku targets motor industry with automated robotic parts system + How Winning Organizations Last 100 Years

H.E.R.O.’s Journey in Tech (28 September 2018) – Daifuku targets motor industry with automated robotic parts system + How Winning Organizations Last 100 Years

Companies

  • Daifuku targets motor industry with parts system (LM)
  • XentIT Teams with Trend Micro and Qualys to Offer New Healthcare Cloud Security Stack for Microsoft Azure (DJ)
  • Nintendo: test of character; Games group has shown the survival skills of any video game immortal; ‘Super Mario Run’ disappointed last year mainly because Nintendo charged mobile users to play higher levels (FT)
  • How Ctrip’s James Liang is turning China into a nation of tourists (AFR)
  • After IPO, Liulishuo CEO says marketing expenses are necessary (Technode)
  • Koh Young to Demo True 3D Inspection for a Smart Factory at SMTAI (iconnect)
  • Delta Electronics becomes EV100 member promoting low-carbon transportation (Digitimes)
  • Leica Geosystems unveils new tablet solution with Getac (ITP)

BATTSS – Baidu, Alibaba, Tencent, TSMC, Softbank, Samsung

  • Baidu strengthens ‘super app’ foothold with 100 million monthly active mini-programmes users (SCMP)

FAANNMG – Facebook, Amazon, Apple, Nvidia, Netflix, Microsoft, Google

  • Facebook Bets Big on ‘Stories.’ What If They’re a Fad?; The social network has been here before with live video. (Bloomberg)

Asia Tech & Innovation Trends

  • Big-data trading platform to launch in Japan next month (Nikkei)

Global Tech & Innovation Trends

  • Ultrasound Startup Joins Unicorn Ranks With Latest Cash Infusion (Bloomberg)
  • Musk suit could uncover Tesla’s true value (Reuters); U.S. regulator sues Musk for fraud, seek to remove him from Tesla (Reuters)

Life

  • How Winning Organizations Last 100 Years (HBR)
  • Fosun’s Folli Follie: $1bn of fake sales, and what to learn from the debacle (FT)
  • The annoying habits of highly effective people: Be wary of taking life lessons from chief executives (Economist)

H.E.R.O.’s Journey in Tech (27 September 2018) – Tencent Music, bound for U.S. IPO, profits from social savvy + Howard Marks – How to Invest with Clear Thinking (Tim Ferris podcast #338)

H.E.R.O.’s Journey in Tech (27 September 2018) – Tencent Music, bound for U.S. IPO, profits from social savvy + Howard Marks – How to Invest with Clear Thinking (Tim Ferris podcast #338)

Companies

  • Tencent Music, bound for U.S. IPO, profits from social savvy (Reuters)
  • Uniqlo parent enlists Google to make fast fashion faster; Fast Retailing taps AI to streamline processes and quickly respond to trends (Nikkei)
  • Nintendo Bets on Dragons in First Built-From-Scratch Mobile Game; Title co-developed by lucrative mobile games maker CyberAgent (Bloomberg)
  • Citadel-IX is a modular SaaS platform designed to provide both domestic and international customers with secure, flexible options to manage their enterprise information. It is deployable within one hour, highly scalable, and has the latest technology and software to support cloud-first strategies (MF)
  • Alleged Forgery At A Promoter Entity Adds To 8K Miles’ Woes (Bloomberg)

BATTSS – Baidu, Alibaba, Tencent, TSMC, Softbank, Samsung

  • Tencent & Alibaba chase remittances in battle for Southeast Asia (Reuters)
  • Baidu CEO Robin Li says artificial intelligence will have much bigger impact on society than the internet (SCMP)
  • Tencent adds eye protection function to videos after Beijing calls for action to prevent myopia in children (SCMP)
  • Masayoshi Son, SoftBank, and the $100 Billion Blitz on Sand Hill Road; The Japanese dealmaker says he’ll raise a new $100 billion fund every few years. Silicon Valley’s disruptors are struggling to keep up. (Bloomberg); SoftBank Invests $400 Million in Home-Selling Startup Opendoor; Japanese firm’s Vision Fund is amping up its bet on real estate (WSJ); Didi drives into Japan, setting up head-on collision with Uber in world’s third-largest taxi market (SCMP); Softbank’s ARM unveils dedicated chip design for autonomous cars (Reuters)

FAANNMG – Facebook, Amazon, Apple, Nvidia, Netflix, Microsoft, Google

  • Apple, Salesforce team up to bring Siri to more business apps (Reuters)
  • Amazon turns to toys, home goods in latest brick-and-mortar trial (Reuters)
  • The new echo show hints at Amazon’s vision for TV (Wired)
  • Amazon Prime Day: What the real lessons are (McKinsey)

Asia Tech & Innovation Trends

  • Hong Kong IPO Roulette Has Top Money Managers in a Spin; Tempting Chinese tech offerings now look like a trap. (Bloomberg)
  • Investors are becoming more discerning as they look beyond growth and market share. “It used to be the case that people were chasing all these unicorns”. Now, they want to know whether the company will eventually be profitable (WSJ)
  • CareVoice, China’s TripAdvisor-style health insurance start-up, launches in Hong Kong as it eyes Asian expansion (SCMP)
  • China tech IPO boom to continue for at least another year, says China Renaissance CEO (SCMP)
  • How China Systematically Pries Technology From U.S. Companies; Beijing leans on an array of levers to extract intellectual property-sometimes coercively (WSJ)
  • Chinese millennials’ ‘buy now, pay later’ mentality fuels thriving micro loan industry (SCMP)
  • China Claims More Patents Than Any Country-Most Are Worthless (Bloomberg)
  • By Plowing Millions Into Uber, Toyota Eyes Future of Cars (Bloomberg)

Global Tech & Innovation Trends

  • TomTom plans fleet-management sale to focus on maps battle with Google (Reuters)
  • Payment Startup Stripe Is Now a $20 Billion Company; The fast-growing startup has raised $245 million and signed on new customers. (Bloomberg, Reuters)
  • JPMorgan in talks to lead Lyft’s IPO – sources (Reuters)
  • Boohoo bucks brutal British clothing market with online growth (Reuters)
  • Darktrace hits $1.65 billion valuation after latest funding round (Reuters)
  • Disney’s First Streaming Service Tops 1 Million Subscribers (Fox)
  • Sirius XM’s $3.5 billion Pandora deal is a bet on the future of streaming – here’s how its largest shareholder, ‘cable cowboy’ John Malone, came to be worth $9 billion (BI)

Life

  • Howard Marks – How to Invest with Clear Thinking (Tim Ferris podcast #338) (Tim Ferris)
  • Hong Kong’s sudden equity collapse syndrome (FT)

H.E.R.O.’s Journey in Tech (26 September 2018) – Vista Group’s Veezi Signs Deal with CanalOlympia, Vivendi’s Pan African Cinema Network + This Is How To Quit Bad Habits Without Willpower: 3 Secrets From Research

H.E.R.O.’s Journey in Tech (26 September 2018) – Vista Group’s Veezi Signs Deal with CanalOlympia, Vivendi’s Pan African Cinema Network + This Is How To Quit Bad Habits Without Willpower: 3 Secrets From Research

Companies

  • Popular Japanese cosmetic portal @cosme gaining foothold in Asia (Japan Times)
  • Ferrotec Launches Customized Thermoelectric Module Technology for Cooling and Heating Applica (PR News)
  • Murata to invest $354m in new plant as iPhones drive parts demand (Nikkei)
  • New Teledyne AES Investments in Main Production Facility Delivers Faster Response Times, Quality Enhancement to Customers; AES chose to make this investment in equipment upgrades with machinery manufactured by Koh Young Tech (BW); Koh Young Solutions on Display at Repstronics Open House in Guadalajara (iconnect)
  • Vista Group’s Veezi Signs Deal with CanalOlympia, Vivendi’s Pan African Cinema Network (BW)
  • Afterpay comes to dentistry as Smiles Inclusive targets Millennials (AFR)

BATTSS – Baidu, Alibaba, Tencent, TSMC, Softbank, Samsung

  • Alibaba and the Future of Business (HBR)

FAANNMG – Facebook, Amazon, Apple, Nvidia, Netflix, Microsoft, Google

  • Apple’s purchase of Shazam is $400 million well spent; Especially if it makes Apple Music a more compelling product. (EG)
  • Is Amazon Investing Enough in Autonomous Driving? (Barron’s)
  • Amazon Comes Up With Another Way to Get Alexa Into Your Home (Bloomberg)
  • Facebook’s Terrible Year Hits a New Low; The departure of Instagram’s founders is a particularly painful sting during a truly rotten year. (Bloomberg); Instagram’s Kevin Systrom on the Platform He Built for One Billion Users (WSJ); Facebook at risk of smothering its golden goose (Reuters)

Asia Tech & Innovation Trends

  • After Huami, another Xiaomi partner Viomi IPOs within one year (Technode)
  • Online tour booking site Klook wants to tackle its next big challenge: converting walk-ins (KRA)
  • Circle K chief on adapting to digital shift: keep up, or die (SCMP)
  • Slack has made its biggest acquisition to date (qz)
  • This 24-Year-Old Built a $5 Billion Hotel Startup in Five Years (Bloomberg)

Global Tech & Innovation Trends

  • One Analyst Thinks Square Should Be a Part of the FANG Group (Bloomberg)
  • Shopify CEO Says Amazon Is Encroaching on Its Turf (Bloomberg)
  • SurveyMonkey Raises $180 Million in U.S. Initial Public Offering (Bloomberg)
  • Chip Stocks Tumble as Raymond James Is Latest to Sound Alarm (Bloomberg)

Life

  • This Is How To Quit Bad Habits Without Willpower: 3 Secrets From Research (Barker)

H.E.R.O.’s Journey in Tech (25 September 2018) – Krista Tippett podcast with Seth Godin: Life, the Internet, and Everything

H.E.R.O.’s Journey in Tech (25 September 2018) – Krista Tippett podcast with Seth Godin: Life, the Internet, and Everything

Companies

  • Hamamatsu to Distribute Energetiq’s LDLST Products (BI)

BATTSS – Baidu, Alibaba, Tencent, TSMC, Softbank, Samsung

  • SoftBank moves to lock up lithium, the lifeblood of electric cars; Investment in Canadian miner part of broader energy resource strategy (Nikkei)

FAANNMG – Facebook, Amazon, Apple, Nvidia, Netflix, Microsoft, Google

  • Technology is dead, long live FAANG (II)
  • Google Looking to Future After 20 Years of Search (AFP); Google tunes search for prescience and pictures (Japan Times); Google introduces new ‘Discover’ feature as Search turns 20 (Age)
  • Smart TVs get smarter as Google Assistant support rolls out (Age)
  • Making Sense of Amazon’s Alexa Spaghetti Strategy (Bloomberg)
  • Amazon made two moves for Deliveroo, one nine months ago – Telegraph (Reuters)
  • Snapchat ties up with Amazon for point-and-buy (Reuters)
  • Microsoft Rolls Out Additions to Office, Security and Cloud Offerings; Agreement with SAP, Adobe lets customers move data among platforms. (Bloomberg, Reuters)
  • Apple, Salesforce team up to bring Siri to more business apps (Reuters)

Asia Tech & Innovation Trends

  • ‘Made in China 2025’: how new technologies could help Beijing achieve its dream of becoming a semiconductor giant (SCMP)
  • Bringing smart electronics into Chinese homes, Roome completed nearly 100 million RMB in Series A+ (KRA)
  • China’s liquor B2B commerce startup Yijiupi raises $200m and becomes a unicorn (KRA)
  • Regulation-hit Airbnb and rivals refresh with rural Japan listings; Countryside offers new opportunities three months after law wiped out properties (Nikkei)
  • Can the Philippines produce a great social media platform? The country had been considered the world’s social media capital, but we have yet to see a major social network emerge from Filipino founders (e27)
  • Hong Kong shirtmaker Esquel turns to robots to beat US tariffs (SCMP)

Global Tech & Innovation Trends

  • Ancestry creates you a custom Spotify playlist for $99 and some spit (TNW, qz)
  • Symantec ends accounting probe without major revision to results (Reuters)
  • What Dropbox has learnt from Atlassian (Age)
  • How Dr Squatch’s 31-year-old founder makes millions selling soap online (AFR)
  • Augmented reality start-up looks to recreate the shopping trip; FT Future 100 UK start-up in fast growing market for interactive consumer experiences (FT)
  • Pandora Has Only Itself to Blame for Sirius Sale; The company always spent more than it made and failed to shift its business model. (Bloomberg); Sirius Steps Into Lion’s Den of Silicon Valley With Pandora Deal (Bloomberg); A Pandora Sale to SiriusXM Is Music to Investors’ Ears (Barron’s); Sirius Plunges Most Since 2011 After $3.5 Billion Pandora Deal (Bloomberg)
  • What Apple and Airbnb have in common – intangible assets that power their profit margins (SCMP)
  • Big Tech’s Business Model Is Broken, Report Says; Industry giants deserve tougher regulation, including scrutiny of deals that let them suck up more data (WSJ)
  • Snapchat Teams Up With Amazon to Offer Image-Based Shopping (Bloomberg)
  • Comcast $40 bln lunacy gives Disney shot at sanity (Reuters)

Life

  • Krista Tippett podcast with Seth Godin: Life, the Internet, and Everything (On Being)
  • Winner Takes it All: How Markets Favor the Few at the Expense of the Many (Farnam Street)
  • a16z Podcast: Technological Trends, Financial Capital, and the Dynamics of Disruption (a16z)
  • Charlie Munger Interview: China’s Weekly on Stocks (MF); Li Lu – Himalaya Capital Interview: China’s Weekly on Stocks (MF)
  • Stock manipulators, beware the MAS AI arsenal (BT); MAS Outlines Enforcement Approach to Deter, Detect and Investigate Breaches of Rules and Regulations (Hubbis, MAS)

 

H.E.R.O.’s Journey in Tech (24 September 2018) – Why the Best Things in Life Can’t Be Planned

H.E.R.O.’s Journey in Tech (24 September 2018) – Why the Best Things in Life Can’t Be Planned

Companies

  • Chinese Maker of TouchPal Keyboard CooTeck Lowers US IPO Target To $57M (CMN)

Asia Tech & Innovation Trends

  • Chinese Video Tech Start-Up Moviebook Raises $29.2M In Extended Series D Round (CMN)
  • To Find China’s Best Driverless Technology, Look in Silicon Valley; The talent needed to give Chinese startups an edge in autonomous vehicles can’t be found in Beijing or Shanghai. (Bloomberg)
  • Pioneer’s woes echo those of earlier Japanese audio legends: What became of Sansui, Nakamichi, and Akai? (Nikkei)
  • Japanese smart wheelchair Whill secures $45M to expand into North America, Europe (Bridge)
  • Paytm has a new strategy to beat the competition: snitching (qz)
  • Singapore competition watchdog fines Grab, Uber $9.5 million over merger (Reuters)

Global Tech & Innovation Trends

  • A Shoemaker Turns Billionaire With Luxury Goods Online Retailer Farfetch IPO (Bloomberg)
  • Tech index refresh could give under-the-radar names their day in the sun (Reuters)
  • Cyber security legend Ken Xie slams Fortinet’s rivals Cisco and Juniper’s attempts to buy success (AFR)
  • Vox Media On Pace to Miss Revenue Target as Digital Advertising Disappoints; Other digital-media firms have struggled to live up to ambitious growth goals in a challenging online ad market (WSJ); Global spending on digital marketing nears $100 billion: study (Reuters)

Life

  • Why the Best Things in Life Can’t Be Planned (Medium)

H.E.R.O.’s Journey in Tech (22 September 2018) – Sinbon Electronics has unveiled its new plant in Hungary for the development and manufacturing of connectors and cables, components for new-energy vehicles and smart IoT automobiles + A 6-Part Tool for Ranking and Assessing Risks

H.E.R.O.’s Journey in Tech (22 September 2018) – Sinbon Electronics has unveiled its new plant in Hungary for the development and manufacturing of connectors and cables, components for new-energy vehicles and smart IoT automobiles + A 6-Part Tool for Ranking and Assessing Risks

Companies

  • Sinbon Electronics has unveiled its new plant in Hungary for the development and manufacturing of connectors and cables, components for new-energy vehicles and smart IoT automobiles (Digitimes)
  • In Korea, the Korea Credit Bureau and NICE Information Service assign everyone a credit rating between 1 and 10 based on their debt levels and overdue payments on loans, with 10 being the worst credit rating. (JA)
  • The ASX’s small tech revolution. The explosive share price performances of the likes of Wisetech, Appen, Altium, Afterpay and Xero have lifted hopes of a new vanguard of ASX-listed tech names to be added to well-established icons such as digital classified businesses REA Group, Carsales and Seek. These young Turks have even earned their own acronym: the WAAAX stocks.(AFR)

BATTSS – Baidu, Alibaba, Tencent, TSMC, Softbank, Samsung

  • Meet the new Ant Financial, a technology services company (Technode)

FAANNMG – Facebook, Amazon, Apple, Nvidia, Netflix, Microsoft, Google

  • Amazon wants Alexa to hear your whispers and frustration (Wired)
  • Facebook’s new dating service wants to find you love (TNW)

Asia Tech & Innovation Trends

  • China’s Giant Market for Really Tiny Cars; Supersmall electric vehicles are taking over roads in some parts of China-no driver’s license needed (WSJ)
  • Anant Goenka’s digital strategy has put the Indian Express Group website firmly among the top three news sites in the country (Forbes)
  • Archit Gupta, founder and CEO, ClearTax, facilitate about 4 million tax filings and incorporates 200-odd companies a month. About 5% of its users pay for the assisted filling service (Forbes)
  • Girish Mathrubootham: The Sa(a)Sy entrepreneur; Chennai-based software-as-a-service (SaaS) startup achieved an annual recurring revenue (ARR, which is subscription based) of $100 million (Forbes)
  • Paytm alleges Google Pay breaching India privacy rules amid surge in digital payments; Google Pay says it shares information as per laws and after user consent (Nikkei)

Global Tech & Innovation Trends

  • Airbnb Proposes Giving Hosts a Stake in the Company; Home-sharing platform wants SEC to consider reforming shareholder eligibility rules (WSJ)
  • Einstein Voice gives Salesforce users gift of gab (Techcrunch)
  • Digital Freight Startup Convoy Raises $185 Million, Surpasses $1 Billion in Value; CapitalG, investment arm of Google parent Alphabet Inc., led a funding round aimed at backing the business in the growing field of digital freight booking (WSJ)
  • This startup wants to become the Facebook of death (TNW)
  • Is the podcast bubble bursting? (CJR)
  • Billionaire Robert Smith’s Vista Equity Makes $3 Billion Selling Marketo (Forbes)

Life

  • A 6-Part Tool for Ranking and Assessing Risks (HBR)
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