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H.E.R.O.’s Journey in Tech (17 September 2018) – 8K Miles & the Minority Shareholder + The Messy Middle: Finding Your Way Through the Hardest and Most Crucial Part of Any Bold Venture

H.E.R.O.’s Journey in Tech (17 September 2018) – 8K Miles & the Minority Shareholder + The Messy Middle: Finding Your Way Through the Hardest and Most Crucial Part of Any Bold Venture

Companies

  • Tencent-backed news app Qutoutiao triggers circuit breaker five times as it jumps 128 per cent in volatile Wall Street debut (SCMP)
  • Grahamites Reflections on JD.com: Lessons learned from my investment (GF)
  • As its trading debut looms, China’s Meituan locked in battle of super-apps (Reuters)
  • 8K Miles & the Minority Shareholder (Kimi)

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

  • EM technology sector cut down to size as BATs reclassified; Index revamps will see IT stocks scattered as financials reclaim pole position (FT)

  • Alibaba’s Taobao jumps on short video bandwagon, launches stand-alone app to drive e-commerce (SCMP)

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

  • AI, VR and fintech in focus as Microsoft takes on its first Aussie start-ups (AFR)
  • AI chip war heats up as Nvidia targets smart farm machinery; US company partners with Yamaha Motor as battle with Intel grows beyond car chips (Nikkei)
  • Apple Plans Another Death Blow to the Phone Carriers; Even if they don’t come in this week’s iPhone launch, virtual SIMs look inevitable. (Bloomberg)
  • Google Knows Where You’ve Been, but Does It Know Who You Are? (NYT)

Asia Tech & Innovation Trends

  • China’s Silicon Valley Dream Bumps Against Reality; Integrating Hong Kong and mainland cities won’t be easy. (Bloomberg)
  • ‘Winter is coming’ for China’s private market investors as economy slows, forcing many to adjust strategies (SCMP)
  • China bet big on quantum computing. Now the US races to keep up. (CNN)
  • Automation fails to win China convenience store war (Nikkei)
  • Chatbots helping pull Hong Kong insurers into the digital world. Just don’t ask them for sympathy (SCMP)
  • India Should Let Data Roam Free: Forcing companies to store locally will only hurt consumers and startups. (Bloomberg)
  • Taking Offline Online: Paytm Mall aims to rival Amazon and Flipkart by offering competitive pricing and fast deliveries from offline stores in small cities (OB)
  • Go-Jek in Talks to Raise at Least $2 Billion in Funding (Bloomberg)

Global Tech & Innovation Trends

  • Uber to Invest Over $150 Million in Toronto Driverless Car Hub (Bloomberg)
  • An Estonian Startup Is Undercutting Billion-Dollar Gaming Stores (Bloomberg)
  • Time Magazine Acquired by the Benioffs, Founders of Salesforce.com (Bloomberg)
  • Michael Burry: Where the Value Isn’t: Investor talks about accounting tricks used by tech companies (GF)
  • Robinhood Investing App Secretly Makes Millions Selling Millennials’ User Data To HFT Firms (ZH)
  • Tesla’s Biggest Investor Lacks Conviction in its Courage: Baillie Gifford’s endorsement of Tesla isn’t quite as glowing as you might expect. (Bloomberg)

Life

  • Scott Belsky – How to Conquer the Messy Middle (#336) (Tim Ferris); The Messy Middle: Finding Your Way Through the Hardest and Most Crucial Part of Any Bold Venture Hardcover – October 2, 2018 (Amazon)
  • The Trust Battery: My Interview with Shopify Founder Tobi Lütke [The Knowledge Project Ep. #41] (Farnam Street)
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