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H.E.R.O.’s Journey in Tech (31 October 2018) – Trend Micro and NTT DOCOMO Collaborate to Provide New Solution for 5G Era; Delta Electronics Q3 net profit hits record high

H.E.R.O.’s Journey in Tech (31 October 2018) – Trend Micro and NTT DOCOMO Collaborate to Provide New Solution for 5G Era; Delta Electronics Q3 net profit hits record high

Companies

  • Trend Micro and NTT DOCOMO Collaborate to Provide New Solution for 5G Era (BW)
  • Nintendo’s Switch Struggles to Keep Up With Sony’s Older PS4 (Bloomberg)
  • Sony Stock Surge Gives New CEO the Hottest Start in 23 Years (Bloomberg)
  • China’s Top Netflix-Style App Deepens its Bets on In-House Shows (Bloomberg)
  • Delta Electronics Q3 net profit hits record high (FT)
  • Netmarble to buy back shares worth W200b (Investor)
  • IRESS advances in online super advice space (SR); Industry fund, IRESS begin automated advice journey (FS)

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

  • Baidu Sales Forecast Misses Estimates as China’s Economy Slows (Bloomberg)
  • Huge opportunities in current adversity, says Jack Ma in final shareholder letter as Alibaba executive chairman (SCMP)
  • Samsung Refuses to Play Chicken With Capex (Bloomberg)

 

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

  • How Facebook Failed To Build A Better Alexa (Or Siri) (Forbes)
  • Fortress Facebook Is Suddenly Vulnerable; One of the best corporate success stories of the last decade now faces a lot that could go wrong. (Bloomberg)
  • InvestorPlace highlights Ensemble Capital’s Netflix pricing power analysis (II)

Asia Tech & Innovation Trends

  • Overthrowing Lazada, Shopee leads e-commerce in Vietnam (KRA)

Global Tech & Innovation Trends

  • Big Blue’s takeover of Red Hat could produce an über-cloud; The $34bn deal is yet another sign that open-source software revolutionaries have triumphed (Economist); IBM hopes to stay relevant with Red Hat deal: Ageing behemoth aims to reboot itself and survive in changing tech world (FT)
  • Cloud Growth Slowdown Looms, Suggesting Tech Boom Near Peak (Bloomberg)
  • How Github, and open source software, helps solve social issues with code (Age)
  • Innovations count most for AI startups: Q&A with Xilinx president Victor Peng (Digitimes)

Life

  • The Story of Milton Hershey – The Sweetest Place on Earth (IF)
  • Podcast #453: Leadership in Turbulent Times (AOM)
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H.E.R.O.’s Journey in Tech (30 October 2018) – Secrets of people who stay happy in the worst circumstances; The Surprising Power of The Long Game

H.E.R.O.’s Journey in Tech (30 October 2018) – Secrets of people who stay happy in the worst circumstances; The Surprising Power of The Long Game

Companies

  • Sony to pour $5.3bn into image sensor production; Japanese company prepares for ‘internet of things’ era with 30% boost to spending (Nikkei)
  • China’s finance ministry calls out Xiaomi over accounting errors (Reuters)
  • 3 points on Meituan’s unique position in digital China (TIA)
  • ASB Bank taps Bravura to introduce new digital offerings for clients (Verdict)

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

  • Alibaba’s Ant Financial Invests Undisclosed Series B+ Round In Chinese Clothes Rental Platform MSParis (CMN)
  • Bust Looms Over $60 Billion Splurge by Korean Chip Giants (Bloomberg)

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

  • In two sessions, $200 billion of FANG market cap up in smoke (Reuters)

Asia Tech & Innovation Trends

  • Family and parenting platform QinBaoBao scored RMB hundreds of millions Series C as demand for quality education rises; The founder believes that building a platform is not enough, the app only needs good products. (KRA)
  • Top Chinese Online Brokers Prepare to Face Off in U.S. Market (Bloomberg)
  • Wingtech Technology: all you need to know about Chinese firm behind audacious US$3.6 billion takeover of Dutch chip maker Nexperia (SCMP)
  • I’ll see you and raise you – maybe not in China as Beijing blocks multiple mobile poker gambling apps (SCMP)
  • The digital decorators; A slew of startups offering digitised interior design options has hit the market in the past few years, hoping to bring order, efficiency and predictability to the legacy industry (Forbes)

Global Tech & Innovation Trends

  • These 6 Software Stocks Could Be Takeover Targets After Red Hat Deal (Barron’s)
  • Expedia CEO Insists That Online Travel Agencies Aren’t Over (Skift)
  • Warren Buffett’s Firm Invests Millions in Fintech; Move is a departure from company’s usual penchant for blue-chip companies in steady businesses (WSJ)
  • S. to Restrict Chinese Chip Maker From Doing Business With American Firms; Washington raises the stakes in a battle with Beijing over intellectual property (WSJ)
  • Restaurants Shrink as Food Delivery Apps Get More Popular; More patrons want to eat at home, and so food chains are renovating their spaces. (Bloomberg)
  • LexisNexis Owner Leads $38 Million Investment in Quid (Bloomberg)
  • Walmart’s Jet Helps Blue Apron’s Biggest Problem: Planning Ahead (Bloomberg)

Life

  • Secrets of people who stay happy in the worst circumstances; In the face of setbacks, some people seem to fall apart, while others find ways to move forward and continue to get things done. Are there things you can do to be resilient? (FastCo)
  • The Surprising Power of The Long Game (Farnam Street)
  • Zeno of Citium: Being Stoic (DL)

H.E.R.O.’s Journey in Tech (29 October 2018) – One of New Zealand’s oldest banks has appointed Bravura Solutions’ Sonata as the core administration platform for 500,000 retail and employer members

H.E.R.O.’s Journey in Tech (29 October 2018) – One of New Zealand’s oldest banks has appointed Bravura Solutions’ Sonata as the core administration platform for 500,000 retail and employer members

Companies

  • The Cloud-Gaming Battle Is Coming, and Sony Has Its Game Face On (Bloomberg)
  • Xiaomi’s ‘internet of things’ arm pushes into Japan; Lumi United finds local partner to sell sensors for offices and shops (Nikkei)
  • One of New Zealand’s oldest banks has appointed Bravura Solutions’ Sonata as the core administration platform for 500,000 retail and employer members (FS)

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

  • Alibaba-Net-a-Porter Is New Front in China’s Luxury War; Cartier-owner Richemont wants to improve the prospects of its e-commerce business in the world’s largest luxury market (WSJ)
  • Alibaba counters Amazon in Southeast Asia with high-tech stores; Local arm Lazada knows Asian consumers better than US rival does, exec says (Nikkei)

Asia Tech & Innovation Trends

  • China’s Byton eyes IPO to fund expansion: Automobilwoche (Reuters)
  • China’s Tech Investment Mania Ebbs-For Now; Investors newly cautious about Chinese technology firms, despite underlying confidence in sector’s growth potential (WSJ)
  • Asian chip share rout provides strong indication of a tough 2019 (Nikkei)
  • Grab looks to avoid a price war with ride-hailing rival Go-Jek as it focuses on safe, reliable services (SCMP)

Global Tech & Innovation Trends

  • IBM to acquire software company Red Hat for $34 billion (Reuters); IBM Chases Amazon Into Cloud With $33 Billion Red Hat Purchase (Bloomberg); IBM and Red Hat Are Much Better Together; The two make a more compelling cloud-computing alternative as a combined force than they ever could on their own. (Bloomberg)
  • Expedia acquires Pillow and ApartmentJet to conquer the short-term rental market (Techcrunch)
  • The Economic Value of Artificial Intelligence (WSJ)
  • Dyson Gets Swept Up in Electric-Vehicle Revolution; The company’s investment in cordless technology puts it in a unique position to take advantage of its supply-chain expertise. (Bloomberg)

Life

  • Execution is Everything (25iq)

H.E.R.O.’s Journey in Tech (27 October 2018) – Innodisk Enters Alliance with Subsidiaries and Partners to Bring AIoT into the Spotlight + Anxiety is a sign of creativity. Here’s how artists cope

H.E.R.O.’s Journey in Tech (27 October 2018) – Innodisk Enters Alliance with Subsidiaries and Partners to Bring AIoT into the Spotlight + Anxiety is a sign of creativity. Here’s how artists cope

Companies

  • Innodisk Enters Alliance with Subsidiaries and Partners to Bring AIoT into the Spotlight (PRNW)
  • Synnex cooperates with Ecovacs to promote smart cleaning robots in Taiwan (Digitimes)
  • IRESS launches ‘next generation’ customisable client portal (PA)
  • Brisbane brain scanner start-up EMvision to list on ASX with new CEO (AFR)
  • High product demand lifts ViTrox’s 3Q net profit by 25% (Edge); ViTrox’s near term earnings outlook priced in (Star)

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

  • Cartier Meets Tmall in Richemont-Alibaba Online Luxury Tie-Up (Bloomberg, Reuters)
  • TSMC enhances backend CoWoS technology (Digitimes)

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

  • Apple News’s Radical Approach: Humans Over Machines (NYT)
  • Netflix’s Audience Is Multiplying. But So Is Its Debt. (NYT); Netflix’s Firing Culture Works for Netflix; Sure, the fast-growing tech company probably hurt some feelings, but the grown-ups it hires can handle it. (Bloomberg)
  • Microsoft overtakes Amazon as second most valuable U.S. company (Reuters, MW)

Asia Tech & Innovation Trends

  • Shenzhen government takes control of China’s leading chip maker Tsinghua Unigroup (SCMP)
  • China’s ByteDance leapfrogs Uber to becomes world’s most valuable startup (Techcrunch, Bloomberg)

Global Tech & Innovation Trends

  • Apps Installed On Millions Of Android Phones Tracked User Behavior To Execute A Multimillion-Dollar Ad Fraud Scheme (BFN)
  • As Internet Stocks Plunge, ‘Old Tech’ Finds New Friends (Bloomberg)
  • Fortnite Creator Epic Games Valued at Nearly $15 Billion (WSJ, Reuters)
  • Forget Amazon and Google. Chip Stocks Are the Problem. (Barron’s)

Life

  • Anxiety is a sign of creativity. Here’s how artists cope (qz)
  • Thinking in Bets, Lessons from Howard Marks, and Few Insights on D-Mart (SN)

H.E.R.O.’s Journey in Tech (26 October 2018) – Uniqlo parent goes digital as it faces Amazon; Fast Retailing founder looks to the future of fashion

H.E.R.O.’s Journey in Tech (26 October 2018) – Uniqlo parent goes digital as it faces Amazon; Fast Retailing founder looks to the future of fashion

Companies

  • Uniqlo parent goes digital as it faces Amazon; Fast Retailing founder looks to the future of fashion (Nikkei)
  • Popular Japanese video game Monster Strike raked in US$7.2 billion in five years and is the top-grossing mobile app of all time (SCMP)
  • Bilibili partners with Tencent on anime and games (Technode)
  • Naver to invest W80b in subsidiary Snow (Investor)
  • Koh Young America Delivers Record Results in 3Q 2018; The high conversion rate of new customers to Koh Young solutions and the company’s consistent growth reflects the industry’s confidence in the Koh Young True 3D technology and its Smart Factory (iconnect)
  • Foxconn slumps as worries build over trade war, iPhone margins (FT)
  • Sinbon posts record EPS (Taipei Times)
  • ASX-listed Citadel Group has partnered with Crime Stoppers Australia to digitise the way in which crimes can be reported from members of the public to the law enforcement community. (IDM)
  • Tech stocks tumble on Bursa Malaysia (Star)

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

  • Net-A-Porter turns to Alibaba to sell more $2,500 bags in China (CNN)
  • The U.S.-China Trade War Means Alibaba Is Producing Its Own Chips; The e-commerce company will design semiconductors to help support its cloud and AI businesses. (Bloomberg)
  • Inside Samsung’s Bid to Challenge Apple With 5G, Folding Phones (Bloomberg); Samsung Electronics: Seoul trader It is too soon to call the end of boom/bust cycles in semis (FT)

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

  • Amazon: push marketing: Care is needed in navigating privacy concerns about customer data (FT); Amazon’s ad initiative is a useful add-on item (Reuters)
  • Alphabet’s Waymo begins charging passengers for self-driving cars (FT)
  • Facebook has a secret plan to clone Tik Tok (TIA)

Asia Tech & Innovation Trends

  • Aikucun, a Chinese online distribution platform that connects fashion brands and professional online shoppers to help brands reduce their inventories, has secured US$110 million in series B+ round of funding (CMN)
  • Hong Kong halts e-wallet auto top-ups after user reports of missing funds (SCMP)
  • Grofers vs BigBasket: Tale of two strategies; Going deep versus going wide: Which will trump the other as online grocers BigBasket and Grofers battle to corner market share? (Forbes)
  • Uber Eats reveals its plan to conquer the rest of India (TIA)
  • OnlinePajak secures $25m funding to improve Indonesia’s tax landscape (TIA)
  • India’s Rickshaw Revolution Leaves China in the Dust; There are more e-rickshaws in India than battery-powered passenger cars in China (Bloomberg)
  • From supermarkets to super-apps, Southeast Asian tech start-ups are looking to China not Silicon Valley (SCMP)

Global Tech & Innovation Trends

  • Uber aims to be ‘Amazon of transportation’: Chief executive Dara Khosrowshahi targets 1bn users and the ‘end of car ownership’ (FT)
  • Ben Thompson on Business and Tech (Ep. 52) (Medium)
  • 3 metrics that matter when evaluating early-stage SaaS startups (TIA)
  • AMD Chief Lisa Su Says the Trade War Is an Opportunity (Barron’s)
  • S. tech funds turn to Visa, Paypal as FANGs fade (Reuters)
  • Autodesk CIO Says AI Helps Human Worker Productivity; Employees pursue new responsibilities as AI-based assistant tackles customer inquiries (WSJ)
  • Hotel-search company Trivago is raising profitability targets and reducing advertising spend in a bid to offset lower revenues from its main customers Booking Holdings and Expedia Group. (WSJ)
  • Expedia, which owns travel aggregator websites like Hotels.com, Hotwire.com and CarRentals.com, is starting to see the benefits of buying HomeAway three years ago. (Bloomberg)
  • Intel’s Still Dancing as the Chip Party Dies (Bloomberg, Reuters)
  • Your next doctor’s appointment might be with an AI; A new wave of chatbots are replacing physicians and providing frontline medical advice-but are they as good as the real thing? (TR)

Life

  • When Sales Isn’t Just Selling: Advice for Founders in Early Markets (a16z)

H.E.R.O.’s Journey in Tech (25 October 2018) – At 34, Akiko Naka Gone From Goldman to Failed Artist to Startup Queen in Wantedly + Escaping the Two Foes of Happiness

H.E.R.O.’s Journey in Tech (25 October 2018) – At 34, Akiko Naka Gone From Goldman to Failed Artist to Startup Queen in Wantedly + Escaping the Two Foes of Happiness

Companies

  • At 34, Akiko Naka Gone From Goldman to Failed Artist to Startup Queen in Wantedly (Bloomberg)
  • China’s Top Selfie Touch-Up App Isn’t Looking So Pretty For Investors; This year, Meitu’s Hong Kong-listed shares have dropped more than 60% since hitting their peak in January, wiping out $4.4 billion in market capitalization. Investors appear to be increasingly disenchanted with Meitu’s future prospects, as the Xiamen-based company struggles to fend off rising competition and rein in mounting losses. (Forbes)
  • Chinese Automotive Marketplace TuanChe Files $150M US IPO (CMN)
  • Who dares wins: Catch or Kogan.com? (AFR)

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

  • Alibaba Used Shoppers’ Data to Invent a Spicy Snickers Bar; The e-commerce giant is vacuuming up data from people shopping, searching and sharing online and providing it to companies like Mars. (Bloomberg)
  • Alibaba vs. Amazon: The Battle Of Disruptive Innovation Beyond Traditional E-Commerce (Forbes)
  • China’s Pause on Videogame Approvals Expected to Drag Into Next Year; The halt, in place since March, is said to have cost companies such as Tencent and NetEase roughly $1.4 billion in lost revenue (WSJ)
  • Tencent teams up with ParknShop, Yonghui Superstores in latest bid to shake up China’s bricks-and-mortar retail market (SCMP)
  • Did Pony Ma just crowdsource Tencent’s future R&D direction? (SCMP)

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

  • Megacap FAANG Bloc Collapses as Growth Stocks Lead Sell-Off (Bloomberg)
  • The Problem with Facebook and Virtual Reality (Stratechery)
  • Facebook Ad Demand May Be Waning, and Analysts Are Worried (Barron’s)
  • Microsoft’s Cloud Strategy Pays Off; Even with deceleration, Azure’s growth remains robust as sales rise 76% in the fiscal first quarter (WSJ, Reuters)

Asia Tech & Innovation Trends

  • Stirring up the hornet’s nest, travel startup Mafengwo accused of copying reviews from rivals; Chinese travel website faces public scrutiny in the lead up to an imminent fundraising. (KRA)
  • Fujifilm Holdings will sell a Chinese plant that makes lenses for automotive cameras to smartphone industry supplier O-film Tech as competition squeezes profit margins in a field primed for growth (Nikkei)
  • Workers in Japan to be able to receive salaries via smartphones; Digital money options will make it easier to compensate foreign workers (Nikkei)
  • Dailyhunt: Betting on vernacular video; By harnessing the power of video on its app and using machine learning to serve personalised content, news aggregator Dailyhunt plans to touch 200 million users in 2020 (Forbes)
  • Uber Rival Grab Challenges China’s Tech Giants With Mastercard Deal; The ride-hailing firm is launching a new payment card after ousting Uber from Southeast Asia (WSJ)
  • Smartphones emerge as bright spot for Indian manufacturing (Reuters)

Global Tech & Innovation Trends

  • A fascinating interview with SingularityNET CEO Ben Goertzel; What is exponential impatience? And how can we teach robots empathy? (e27)
  • Does virtual reality need a dash of magic? ‘We’ve been waiting a long time for VR to enter everyday life’ (FT)
  • Investors Are Craving Food Delivery Companies; Runup in valuations is reminiscent of meal-kit bubble, some market watchers say (WSJ)
  • Artificial Intelligence Faces Age-Old IT Challenge: Data Standardization; ‘AI starts with data, and if the data is lousy … ‘ (WSJ)
  • Chip Stocks Extend Worst Rout in Decade as Slowdown Fears Mount (Bloomberg)
  • Algorithms to Boldly Go Where No Scientist Has Gone Before; Researchers tend to cluster and mine the same familiar territory. AI can overcome that tendency and point to new questions. (Bloomberg)
  • Lyft Acquires Blue Vision Labs To Elevate Its Moves In Self-Driving (Crunchbase)
  • Cloud Stocks Dip, Dragging SaaS Valuations Down (Crunchbase)
  • Goldman-Backed Travel Booking Start-Up GoEuro Is Said to Be Valued at Up to $1 Billion (Bloomberg)

Life

  • Escaping the Two Foes of Happiness (DL)

H.E.R.O.’s Journey in Tech (24 October 2018) – As BTS Conquers the World, K-Pop Firms Flop on the Stock Market + The Mental Habits of Effective Leaders: Farnam Street’s Interview with Jennifer Garvey Berger

H.E.R.O.’s Journey in Tech (24 October 2018) – As BTS Conquers the World, K-Pop Firms Flop on the Stock Market + The Mental Habits of Effective Leaders: Farnam Street’s Interview with Jennifer Garvey Berger

Companies

  • Trend Micro rebrands endpoint security offering (CL)
  • Nintendo Switch is headed to school (CNN)
  • Chinese orders dry up for Japan’s machine tools; September bookings drop 22% as factories brace for trade war impact (Nikkei)
  • Loss-making BabyTree marches on for listing hearing with the Hong Kong bourse (KRA)
  • As BTS Conquers the World, K-Pop Firms Flop on the Stock Market (Bloomberg)
  • Redbubble buys US competitor TeePublic for $57 million (AFR)

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

  • Baidu to debut simultaneous machine translation in latest challenge to Google; Baidu system claims to be first with ‘anticipation capabilities and controllable latency’ The AI model is trained with data including similar sentence structures (SCMP)
  • China’s Gaming Green Channel Was Just a Loophole; Most of the damage from halting approvals had been done. The latest development is merely an annoyance. (Bloomberg); China Halts Special Approval Process for New Games (Bloomberg)

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

  • Amazon Branded Women’s Apparel Sales Languish, Report Finds (Bloomberg)
  • Amazon Pitches Facial Recognition to Monitor Immigrants (Bloomberg)
  • Apple plans to launch TV subscription service globally: The Information (Reuters)

Asia Tech & Innovation Trends

  • Chinese Employee Training Platform Yunxuetang Raises $50M Series C Round From YunFeng Capital (CMN)
  • ByteDance ambitions in e-commerce continues with new social commerce app XinCao for younger consumers; Shortly after the release of e-commerce platform Zhi Dian, ByteDance now offers a new social commerce app called Xin Cao (KRA)
  • Tech Guru Bets Drones Will be `Gold Rush in the Air’ For Japan (Bloomberg)
  • Grab CEO courier stunt is disheartening; When Anthony Tan became a delivery man, he found lots of little problems, but ignored Grab’s fundamental issue (e27)
  • Southeast Asian tech hubs race to become the next Silicon Valley (Nikkei)
  • Billions of dollars have not helped Indian e-tailers figure out AI and big data (qz)

Global Tech & Innovation Trends

  • Uber’s Secret Restaurant Empire; The incredible growth of the food delivery business has led to some unconventional arrangements. (Bloomberg)
  • MoviePass Is Getting Ditched by Its Parent Company (Barron’s)
  • ‘Alexa, Buy That Stock.’ TD Ameritrade Is Offering Voice-Activated Trading. (Barron’s)
  • GM’s driverless car bet faces long road ahead (Reuters)
  • Artificial Intelligence Faces Age-Old IT Challenge: Data Standardization; ‘AI starts with data, and if the data is lousy … ‘ (WSJ)
  • Mobileye Opens Up Driverless Tech as Tie-Up With Intel Deepens (Bloomberg)
  • Payments are just the starting point for Instamojo, but does it have what it takes to evolve into a full stack online commerce enabler? (Forbes)
  • The Story of Markets Told Through Semiconductors; What appeared to be a selloff in cyclical stocks prompted by fears over the economy may actually be more benign. (Bloomberg)
  • Here’s How Saudi Cash Could Bring on the Global VC Crash; If startups and investors balk at the kingdom’s money, funding could grind to a halt. Just the possibility is powerful enough to end the party. (Bloomberg)
  • Web performance software company Cloudflare readies IPO -sources (Reuters)
  • Wealthfront to offer automated financial planning tool for free (Reuters)
  • This driverless tech start-up aims to replace 15 million truckers in US and China (SCMP)

Life

  • The Mental Habits of Effective Leaders: My Interview with Jennifer Garvey Berger [The Knowledge Project Ep. #43] (Farnam Street)
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